Category Archives: Nonprofit/NGO/Agency Management

Remote tools: what do I (Jayne) use?

It’s become a frequently asked question of me, since I have worked remotely, from home, for so many, many years, and because I work with so many colleagues, including volunteers, who are also working from home:

What do you use to work remotely with others?

Here’s how I do it – but note that everyone has different preferences and you may find that yours are quite different:

Google Docs / Google Drive has been a fantastic way for me to work with others on word processing documents, slide shows and spreadsheets. This way, it doesn’t matter what software we use for these functions (Microsoft, LibreOffice, whatever). Also, it’s free.

I have used WebEx, Go to Meeting and lots of other video-conferencing platforms – I’ll use whatever the client is paying for – but I love Zoom most: it is super easy for meetings. I like it because it’s so easy to share my screen or for another participants to do so. I can use it on my laptop AND my phone (in case I need to have a meeting when I won’t be at my laptop, which never leaves my house). No matter what you use, keep in mind:

  • meetings should have an agenda (and you stick to it)
  • meetings absolutely start and end on time
  • encourage everyone to keep their video on and to be “present”
  • do as much as you can to keep it lively and focused – treat participants as an audience
  • always use a password for access to meetings, so you don’t get “zoom bombed.”

If someone else is paying for access (I can’t afford it otherwise on my own), I love Slack for quick updates and conversations – I think of it as someone stopping by my office and saying, “Got a sec? I have a question.” If I have access to it, leave it on during the workday so people can reach me anytime, but use the “in a meeting” when I need to not be disturbed. I haven’t found a good alternative to Slack, now that YahooIM and AOL Messenger are gone. I refuse to use Facebook messenger – that company already knows way, way too much about me. WhatsApp is owned by Facebook.

If someone else is paying for it (again, I can’t afford it otherwise on my own), I also love Basecamp – Basecamp has been absolutely essential for me to manage large projects, like a recent one where I managed more than 15 projects, each with 3 – 5 volunteers, plus the overall program for these projects, with about 50 different people working on it. There are places to share files, or to link to files shared elsewhere, to group those files into categories, to do chats, and on and on. So much easier to find things there than to go looking for attachments to emails. I wish I could afford it to use all the time on every project I’m working on with others. It’s password-protected. Groups are private (you have to be invited by the owner of the group to join).

For those that can’t afford Basecamp, I recommend Groups.io. I’m experimenting with it myself, as an online discussion group, but it could also be an online collaboration space, including a place to share files – so much easier to find things there than to go looking for attachments to emails. I wish I could afford it to use all the time on every project I’m working on with others. Groups can be private and invite-only.

If I don’t care about security, I use DropBox to share large files with people that I don’t want to attach via email.

I have two Google calendars, one private and one public. I have my calendar set to send me email reminders 24 hours before especially important meetings, and 4 hours and 1 hour before other meetings. It also sends me an on-screen reminder on my laptop 30 minutes before a meeting and an update on my phone. I also use the alarm function on my phone – not affiliated with Google – to remind me of particularly important meetings.

In the last year, I have found short videos to be a really easy way to orient or pitch something to remote staff or potential clients. I use Quicktime to record the video (it’s already on my computer, comes for free with a Mac) to record the video and iMovie to edit it (also free on my laptop). I had no training in either – I taught myself. In 2018, I did a video to encourage about 20 nonprofits I was working with to make a simple, short video of their own for a project I was working on, and it went over WAY better than an email! I got 100% participation, and I think it was because I showed them exactly what I wanted, instead of telling them. Since then, I’ve created several quick online videos, including three specifically because of the onslaught of interest in virtual volunteering because of COVID-19 home quarantines:

NOTE: Don’t be afraid to use video – to train new volunteers, to remind current volunteers of something they need to keep in mind, to talk about anything, really, that can be summarized in a compelling little speech of around 5 minutes. Your sound is as important as the image – you need to be CLEAR and as interesting to someone who would just be listening to the video as also watching it. And, absolutely, close-caption your video (YouTube does this automatically, for free – then you go in and fix what it got wrong).

As for safety and security: I do not like to share any document online that has my social security and/or birthday on it. But sometimes, I just have no choice. In such cases, I prefer to scan the document as a PDF or JPG and send it as an attachment via email. If I have to sign something, I have a printed and I print it out, sign it, then scan it again and send that as a JPG or PDF.

I subscribe to a VPN – a tool that creates a “virtual private network.” A VPN ensures that the information traveling between a connected device (computer, smartphone, tablet) and the VPN’s server is encrypted, making it more secure from hackers, cybercriminals, and data thieves. It’s a great tool if you ever use a public wi-fi network – at a coffee shop, the airport, the library, etc. As an added bonus, usig a VPN, you can also access restricted websites and apps from anywhere in the world – great to get around blocks on a website when you are outside your country (no more “not available in your country” messages). I recommend Hot Spot Shield (the free version has a lot of ads – it’s worth the monthly subscription fee not to have these).

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help

Does Your Org’s Practices Reflect Its Own Mission?

I recently joined the board of a brand new nonprofit. I am helping with the content of its first ever web site. I decided to look at the web sites of some other similar organizations to get some ideas.

I found nonprofit associations that have classes on how to prepare an annual report – but they don’t have any of their annual reports posted on their web site. I found foundations that demand copies of the latest 990 from nonprofit applicants, but they don’t have their 990s on Guidestar. I found a nonprofit that has its board of directors listed on its web site, and always has, but has a different board listed on their 990s for those same years on Guidestar.

Why aren’t these organizations walking their talk, doing what they want other organizations to be doing?

And then there is the nonprofit organization that I consider famous, that you have probably heard of. Were I to say its name, which I’m not, and its name would probably bring to mind images of innovation, of bucking the status quo, of direct confrontation, and lots and lots of action. You would think of it as an organization that doesn’t recognize any tradition or rule as absolute. You would think of it as an agency embraces new ideas and experimentation, and works in a flexible, pro-active manner, putting its mission goals before bureaucratic ones. So imagine my astonishment when talking with this organization to receive such a hostile reaction to the idea of employee telecommuting / cloud commuting. The human resources manager sounded as though she couldn’t breathe at the thought of such a radical idea, and once she did find her words, said that this organization’s HR policy absolutely forbids any such practice. When I suggested that it would be a good idea to modernize that policy, another staffer jumped in, reminding me that doing something so “substantial” as changing a policy takes “a lot of time” and “much reflection” and “a great deal of research about legal issues.”

Here’s an organization that prides itself on not playing by the rules, and even sometimes asks its volunteers to violate the law in pursuit of its goals – no kidding! But revise its human resources policies to allow employee telecommuting? Why, that’s crazy talk!

There’s another organization you probably would not have heard of, but you would be familiar with its work: trying to address conditions and practices that lead to global climate change. But while this agency is writing guidelines, holding conferences and lobbying corporations and governments, the overwhelming majority of its staff, even those who live less than half a mile from the organization, are driving to work, despite the outstanding mass transit system available in its city. The organization has no policies regarding recycling its own office waste, and there’s no emphasis on any energy-saving practices within its offices.

Can you imagine if the press, or a group working counter to this organization, identified these practices and detailed them publicly, and the enormous public relations fallout that would occur?

These are real-life examples of organizations promoting practices or an image that isn’t actually reflected in their practices or culture, of organizations not truly “walking their talk.” And there’s more:

  • there are organizations that say they have a commitment to fighting for human rights and inclusion that have web sites and online resources (apps, videos, etc.) that aren’t accessible for people with disabilities – and they balk at the idea of making that commitment to digital inclusion
  • organizations that encourage corporations to allow their employees to volunteer on company time, while not allowing their own employees to do so.
  • organizations that advocate for feminism and women’s rights, but have antiquated dress codes and business practices regarding women that work and volunteer for them.
  • companies holding seminars on innovation and efficiency in the workplace who have antiquated computers, software and other devices that inhibit their staff productivity.
  • initiatives that tout the importance of local control of local activities, local decision-making,  but ignore the feedback of clients, volunteers and frontline staff, even imposing requirements of them with no discussion from them.

Take a look at your organization, particularly your mission statement, and ask yourself, “Is what we promote to others being practiced by ourselves?” Look at the behavior you encourage or talk about in your programs – do you exude that behavior yourself, as an organization? Survey your staff and volunteers, allowing them to anonymously provide feedback on where they see disconnect in the organization’s mission and the organization’s own internal practices.

Not only will you avoid a public relations nightmare, your own practices will become marketing tools for your organization’s mission.

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help.

See also:

Free guide updated: Basic Fundraising for Small NGOs/Civil Society in the Developing World

I’ve updated Basic Fundraising for Small NGOs/Civil Society in the Developing World for the first time in four years. I swore I wouldn’t anymore, and even said so on my web site… it’s quite the beast of a project, given that it’s entirely unfunded work. And I’ve been updating it since 2004.

But the continued pleas on sites like Quora from small NGOs in Asia and Africa, including very specific questions about crowdsourcing, a topic not covered in the 2015 version of the document, prompted me to spend oh-so-many hours updating it.

The PDF book is now 41 pages long and is available to download, for free, from my web site. It includes chapters on:

  • Fundraising: Some Things You Should NEVER Do
  • Networking & Establishing Credibility
  • Guidelines for Integrity, Transparency & Accountability
  • Using Social Media to Build Credibility
  • Absolute Essential Preparations To Solicit Donations
  • Finding Donors & Making Contact
  • Proposal Writing
  • Ethical Principles in Fundraising
  • Crowdfunding & Online Donations
  • Beware of Fundraising Scams
  • Financial Sustainability Action Planning
  • Individuals Raising Money in Another Country for Your NGO

The work of small community-based organizations (CBOs)/civil society organizations (CSOs)/non- governmental organizations (NGOs) in developing countries, collectively, is vital to millions of people. There is no group or institution doing more important work than CBOs / CSOs & NGOs. They represent local people and local decision-making. They often are the only group representing minority voices and the interests of those most-marginalized in a community. I call them mission- based organizations: they are organizations that exist, primarily, to fulfill a mission. They have a mission-statement that is supposed to guide all of their activities – in contrast to a business, which exists to make profits.

Financial support for their vital work, however, is hard to come by, and staff at these organizations, whether paid or unpaid (volunteer), have, usually, never had training in how to raise funds, what different funding streams can look like (individual donors, foundation grants, corporate grants, fees-for-service, government contracts-for- service, etc.), or how to maintain an accounting of funds.

I can’t solve this challenge with a book, but I hope I can give these NGOs the most basic information they need to secure funding. I hope it also helps consultants who are trying to help these small NGOs in developing countries.

Will I update it again? Not any time soon, barring the correction of some egregious mistakes, and maybe not at all. I need money too, folks. I need to devote my energy to projects that pay me. Please read more about my consulting services and let me know if you might like to work together!

vvbooklittleA resource that isn’t free but is very much worth your investment – at least I think so – is The LAST Virtual Volunteering Guidebook. The book, which I co-wrote with Susan Ellis, extensive, detailed suggestions and specifics about using the Internet to support and involve volunteers: virtual volunteering. It includes task and role development, suggestions on support and supervision of online volunteers, guidelines for evaluating virtual volunteering activities, suggestions for risk management, online safety, ensuring client and volunteer confidentiality and setting boundaries for relationships in virtual volunteering, and much more. The LAST Virtual Volunteering Guidebook is available both as a traditional printed book and as a digital book.

Also see:

Signs that a nonprofit idea is doomed – a blog inspired by the words of Anthony Bourdain

In honor of Anthony Bourdain, whose loss I still mourn, I read Kitchen Confidential: Adventures in the Culinary Underbelly for the first time. It’s a fantastic read – I highly recommend it. There’s a short section where he lists all of the wrong reasons to start a restaurant and a list of signs that a restaurant is in trouble, followed by a long narrative of his personal experiences at such failing restaurants. It got me thinking about what I’ve always considered the obvious signs of a nonprofit that’s in trouble and the wrong reasons to start a nonprofit, based on my what I’ve seen and experienced.

So I’ve spent several days thinking about it and making a list. Here it is:

The vanity project. This can be everything from I’ve always wanted to run a nonprofit, so I’m going to start one to my little precious snowflake got turned down from volunteering with a group he wanted to help so we’ve started a nonprofit in his name. These projects are all about the founder – the web site and any media articles are about the person who started the organization, how wonderful they are, or cute, or admirable – not about the clients served, the difference actually made. Many nonprofits are started by a dynamic someone with a particular vision, and I’m not at all saying that’s bad – it’s been my honor to work for some amazing visionaries. In fact, such a champion is often essential to a nonprofit getting off the ground. But when a nonprofit is mostly about the person who started it, you can bet that nonprofit isn’t going to be around long.

We have passion, not a business plan! A group of people feel passionately about trees. Or fish. Or homeless dogs. Or live theater. That’s terrific. That passionate group of people is essential for a nonprofit to be launched successfully and attract donors. But what’s also essential is an old-fashioned, text-to-paper business plan. What actual activities do you want to do in your first year and how much do you estimate that’s going to cost? How are you going to staff those activities? How are you going to ensure the safety of participants? How are you going to evaluate whether you’ve done what you said you would do and ensured you haven’t actually made things worse? What kind of facilities do you need to make all this happen? And you have to have at least a general plan for your first three years where you try to answer these questions as well.

We have a great idea that’s NEVER been done before! Yes, it has. In fact, there is a probably project like the one you are proposing already in your city or county, or online. You are so in love with your idea that you just cannot believe no one has thought about it before. So you announce it, launch it, and then are shocked when asked, “How is your project different from such-and-such?” Sure, you might get a lot of initial press over your “brand new” idea, from reporters who also didn’t do their homework and don’t know this initiative already exists somewhere. But those other established initiatives have an advantage over you: they were here before you, they learned from a litany of mistakes and misdirections you don’t know about, and they know how to avoid those now. They will be here when your idea isn’t so hot and new anymore and you go back to grad school. Here’s a better pitch: We have a great idea for something this community needs, and here is our extensive proof that it’s needed and how it’s different from other projects, along with why we can do this!

Our board of directors doesn’t give money, just ideas! Your board is fiscally responsible for this organization. The executive director reports to the board, who evaluates his or her performance. The board should know how to do that. Boards that don’t know how to do that are shocked when the executive director resigns and, whoops, the bank account is empty! The board should have a set amount of money they need to raise or give every year to the organization in order to keep their seat on that board. Also, how can your nonprofit ask for money unless your board members are showing leadership in donating themselves? If you just want their ideas, put them on an advisory board. If your board of directors isn’t providing a good percentage of your operational funds, either out of their own pockets or via their network of associates, your nonprofit isn’t going to last long.

Our first step: a high-profile fundraising event! So many nonprofits start with trying to find a celebrity to endorse their idea or trying to organize a big concert or even an entire music festival to launch their initiative. The organizers think that all you have to do is get your heart-wrenching letter or energetic pitch in front of some big movie star or music celebrity and, poof, that person is going to be calling you to say, “I have to be a part of this! How can I help?!” It doesn’t work that way. The landscape is littered with failed fundraising concerts – and even lawsuits that resulted from such. One of the parts of Loretta Lynn’s autobiography that doesn’t make it into the film based on that book is one of her early attempts at organizing a fundraising concert for a cause that she cared about – it was a disaster because organizers – people with a lot of great intentions – didn’t have a business plan or a budget. Money was lost, hearts were broken, reputations harmed. See also: NetAid.

Our main message is: give us money! I am not going to follow you on Twitter or Facebook or anywhere else if all your nonprofit is going to do is hit me up for a donation. Show me photos of your volunteers in action, of your happy box office staff taking reservations for your next show, of actors acting in your current show, of someone happily adopting a dog from your shelter, of your staff getting ready for your next farmer’s market, of your executive director talking to the Rotary Club or, if its appropriate, of your clients. Tell me success stories, tell me stories of the challenges your clients face, tell me something funny… don’t just tell me, or beg me, to donate!

We have an angel! It’s not just Broadway producers that dream of a wealthy person that falls in love with an idea and is willing to put up major bucks to fund it – a lot of people that start nonprofits dream of it as well. And like most Broadway producers that want to rely on such, they get their heart broken. But sometimes it DOES work out, and a nonprofit gets the attention of that wealthy someone who gives half, or even the bulk, of the money needed for the first year of operations. Or maybe its a foundation. Hurrah for you! But here’s a spoiler alert: that gift will disappear some day. Maybe not next year. Maybe not the year after that. But it will happen: the angel will get other interests, or die. A nonprofit or NGO that is not constantly cultivating a diversity of funding streams – other foundations, lots of individual donors, fees for service, contracts for service, etc. – is, sooner or later, going away.

GIve us money or volunteer with us or we’ll have to close! Then maybe you should close. Because if this is what it’s come to, it means that, even if you get the money you need to stay open this month, you will be making the same desperate plea next month.

That’s my list. What do you think are the signs of a nonprofit or non-governmental organization (NGO) doomed from the start? Share in the comments.

Also see:

Scammers target those that care about soldiers, world affairs

Scams abound targeting people that want to support humanitarians in the field, support soldiers serving abroad, or that want to work for the United Nations. The scam always involves the transfer of money or the sending of a money order – which is the same as cash – but the money doesn’t actually go to those humanitarians or soldiers working abroad, and once sent, the money can never be recovered..

I’ve created this post hoping it will get picked up by search engines, so that people thinking of sending money but who think there might be something up might find it and hold on to their funds instead.

Please note:

  • Doctors working in the field for Doctors Without Borders, UNICEF or any humanitarian agencies do NOT request donations via email, online forums or dating sites to fund their work or money to help them travel. If an NGO is raising money for medical missions of its staff, it will do so via a web site and it will be easy to verify if the NGO is legitimate.
  • NO doctors, surgeons or nurses on UN peacekeeping missions raise money for their missions. None.
  • Soldiers on United Nations-related deployments – “UN Peacekeepers” – do not need money to take a vacation or access their bank accounts.
  • The United Nations does not approve military vacations or pensions, or release packages in exchange for a fee.
  • The United Nations does not charge a fee at any stage of its recruitment process (application, interview, processing, training) and does NOT request information on job applicants’ bank accounts. To apply for a job go to careers.un.org and click on Vacancies.
  • The United Nations does not charge a fee at any stage of its procurement process (supplier registration, bids submission).  Visit the Procurement Division to see the latest business opportunities with the United Nations.
  • The United Nations does not request any information related to bank accounts, Paypal or other payment systems.
  • The United Nations does not offer prizes, awards, funds, certificates, automated teller machine (ATM) cards, compensation for Internet fraud, or scholarships, or conduct lotteries.

Want proof that someone claiming that they work for the UN in Iraq and that they need money from you is a liar? It took me all of 37 seconds using Google to find the official web site for the UN Mission in Iraq, which has email addresses you can use to contact someone there to confirm someone is or isn’t working for them. Same for Syria. Same for Afghanistan. Same for any other country.

Another popular scam targeting developing countries is one where a small NGO or charity receives an email claiming that the NGO or charity has been chosen to receive a grant from a well-known foundation or philanthropist, but that the bank account information is needed from the NGO, or a processing fee is needed, in order for the money to be transferred. When I directed the UN Online Volunteering Service, one of the NGOs using the service contacted us to say that they thought they had won a grant from the “Bill and Melinda Foundation” but they hadn’t received the money yet, even though they gave out their bank account information as requested – and, in fact, they were now missing all of the money in their account. I had to tell this small African NGO that they had been scammed. I pointed out to them that the email they had received was full of grammar and spelling mistakes and had even gotten the name of the Foundation wrong. The “foundation” also would never use a Hotmail or Yahoo account – they would have their own domain name. And, finally, foundations, famous actors and musicians and other philanthropists never send money out of the blue to an NGO – there is some kind of personal connection that has been made, with real names from trusted, real references, that leads to such a gift (such as when Prince made donations to PARSA, an NGO in Afghanistan – that happened because of an in-person meeting between the musician and someone associated with the NGO). It was a heart-breaking conversation: this NGO had gone from excitement and happiness to confusion and, ultimately, sorrow and embarrassment.

A better idea than looking for proof: just assume it’s a scam and don’t respond.

Also see:

Aid workers need to help local staff avoid scams

Folklore, Rumors (or Rumours), Urban Myths & Organized Misinformation Campaigns Interfering with Development & Aid/Relief Efforts, & Government Initiatives (& how these are overcome)

My voluntourism-related & ethics-related blogs (and how I define scam)

14 simple things to do to your web site to attract more donors

Quit looking for the magic app or crowdfunding platform that will attract online donations for your organization. Attracting online donations is NOT a software challenge: it’s an information challenge.

Here are 15 EASY things your nonprofit, non-governmental organization, charity or other mission-based organization can do right now via your web site that will make your organization more attractive to online donors, who may be current volunteers, new volunteers, family of board members, someone across town or across the country:

  1. Make sure your organization’s full name appears as text on your home page and your “about us” page (not just in the graphic of your logo). This will make your organization’s information easy to find online. Many times potential donors will look for you online based on your organization’s name – you want to make it easy for them to find.
  2. Make sure the location of your organization is on you home page and your “about us” page. You don’t have to give the street address if, for some reason, you don’t want to make your physical address easy to find (such as in the case of a domestic violence shelter or home for foster children) but you do need to say the city, the state or province and the country where your organization is based. Many times I have looked for a particular nonprofit in a particular place and I cannot tell on the web site if the nonprofit is the one I am looking for because it never says what region it’s in – and there are so many nonprofits and NGOs with similar names.
  3. You need to have as much information on your web site about what your organization has accomplished as you do about it needing funds. And don’t just talk about activities: talk about RESULTS from those activities. People want to fund organizations that make a difference, not organizations begging for money, especially organizations that have dire messages about soon closing their doors.
  4. Note what your organization’s costs are. If I make a donation, what is that donation paying for? If most of your funds go to staff salaries, that’s okay: talk about the expertise of your staff, the hours they devote to working directly with those you serve, what they do in their work, etc.
  5. Make sure your web site is free of misspellings and grammar mistakes. If your web site isn’t a good representation of your organization’s work, why would I donate?
  6. Make sure your web site has no outdated information. If I click on “upcoming events” on your home page, and the first item is about an “upcoming” event that actually happened nine months ago, I’m not going to be inclined to donate, because if you cannot maintain an up-to-date web site, perhaps you struggle delivering your programs or managing money as well?
  7. Make sure your web site is mobile ready – it should work on a smart phone, not just a lap top.
  8. Do not say on your web site that you involve volunteers to “save money” or list a monetary value for volunteer hours, because as a donor, my reaction could be, “Why should I make a donation? They should just get volunteers to do the work for free.”
  9. Make sure your web site has everything it needs to attract new volunteers. Volunteers often become donors.
  10. Have a page that describes the history of your organization, who founded it, where it is located, why it was founded, etc. This establishes credibility for your organization.
  11. List the board of directors. This further establishes credibility for your organization – it shows the people willing to be fiscally-responsible for this organization.
  12. Get a group of family members or friends of staff to bring their laptops or smart phones to your organization. Ask them to find your web site online, without using the URL – using only the name of the organization, or something about your mission and your location, like “Help animals in Henderson, Kentucky.” See how long it takes them to find your organization’s web site using various methods and find out how they search for it. Note any problems they have in finding the site and address this accordingly.
  13. With this same focus group, ask what the site says that would make them want to donate. Listen to what they say and make improvements based on that.
  14. Offer a way to donate online. Even if just 10% of all of your donors choose to donate online, that’s money you would not have gotten otherwise, and the number of people that switch from donations by postal mail to online donations rises every year. There should be a way for people to donate using a credit card and Paypal.

And here is a non-web site specific way to increase donations to your organization: Put a notice on every fundraising event or fundraising activity that says that a person doesn’t have to participate in the event or fundraising activity in order to donate to the organization. “You don’t have to attend our black and white ball to donate to our organization! You can make a donation anytime via our website…”

By the way: much of this is the criteria I use when reviewing a site for an organization I think I might donate to – and many times, I have NOT given to an organization because it lacked the aforementioned info.

Also see:

Mission-Based Groups Need Use the Web to Show Accountability

Crowdfunding for Nonprofits, NGOs, Schools, Etc.: How To Do It Successfully

Web Site Construction & Content Suggestions for Nonprofits, NGOs and small government offices

Design Standards and Tips for Nonprofits, NGOs and small government offices

Required Volunteer Information on Your Web Site

Marketing Your Nonprofit, NGO or small government office Web Site

Don’t Just Ask for Money!

Nonprofits & NGOs: you MUST give people a way to donate online

Basic Fund-Raising for Small NGOs in the Developing World

the first steps for a nonprofit dream

Some years ago, I worked with a very specific community – I prefer not to say which one nor where it was – that wanted its own cultural center. The community members envisioned a place where they and their families could celebrate their unique culture, host activities that could help address the needs of community members (job training, skills development, counseling, etc.), host events that could educate people about their culture’s history and challenges, offer low-cost childcare for pre-K children, offer after-school activities for teen members of their community, offer activities for elders in their community, offer legal clinics, and on and on.

The challenge I faced in trying to help this community reach their goal is that, in talking about the community center, they wanted to focus only on what the building would look like. They wanted to talk about the kinds of rooms it would have, how it would look on the outside, the murals that would be drawn inside, etc. They even spent time talking about what the logo would look like. And, indeed, those conversations were important, but what was so much more important in starting to talk about the center was their answering these questions:

  • What documented data do we have that shows who makes up our community, in terms of their ages, their backgrounds, their most critical needs and their desires regarding the programs offered via a cultural center? What data do we still need to gather and how might we gather that information?
  • What programs might we launch at first, and which might we want to have later? What data do we have that shows we are prioritizing our initial programming correctly?
  • How do we envision the staffing for our initial programs – by volunteers? If so, what tasks might these volunteers do? Could the tasks be divided into different roles: leadership roles, one-time group activities, short-term individual roles, online volunteering, university classwork, etc.? And what might the costs be to involve such volunteers (recruitment, screening, support, etc.)? Or will we staff these initial programs by paid employees or consultants? If so, what might these roles look and what would the costs be?
  • What will the decision-making and leadership of the center look like? How will the board of directors be chosen? How long will each member serve? How will their fiscal responsibilities and other oversight responsibilities be defined? Will there also be an advisory board?
  • What could we do in terms of programming without our own physical space? Could we leverage church fellowship halls, library meeting rooms, other cultural centers, arts spaces and other existing facilities to offer our own programming until we get a physical space of our own?
  • What would success look like in the first year of our operations? How would we collect data that proves our success?
  • How much would all of the above cost for the first two-five years?
  • What would we need to have in place to get fiscal sponsorship or become an independent nonprofit, and how would we get those things in place? What would the timeline look like?
  • When would we be ready to start accepting financial donations for our efforts and what avenues could we accept those donations (how would we accept and track checks, online donations, even cash donations)?

Altogether, the answers to these questions create both a business plan and all of the information a group needs for a funding proposal. All of these activities create a cultural center without anything having to wait for a building to be built or a rented and, at the same time, make funding an actual building all the more attractive.

Sadly, the cultural center, as a building, didn’t happen, and efforts to offer these programs in other spaces have come and gone over the years. I think community members still dream of a magical mega donor descending into the area and offering them millions of dollars to make this happen.

I think about this situation frequently as I am asked by so many people, “How do I start the nonprofit of my dreams?” The steps are all neatly listed in my blog, but the reality is that it’s messy in execution. None of these steps are easy, but I regularly see new nonprofits flourish after diligently completing each.

If you have an idea for a new organization, a new program or a new project, I recommend you have a look at this UNESCO project planning tool. It’s developed for youth and the projects they want to undertake, but it’s something that a lot of adults could use as well. This can be a good tool to use in a group exercise with the core leadership of your effort to establish a new program or organization.

Also helpful is this free NGO Capacity Assessment Supporting Tool. It can be used to identify an NGO’s strengths and weaknesses and help to establish a unified, coherent vision of what an NGO can be. The tool provides a step-by-step way to map where an organization is and can help those working with the NGO, including consultants, board members, employees, volunteers, clients, and others, to decide which functional areas need to be strengthened and how to go about to strengthen them. Share the results of your using this tool in your funding proposals – even on your web site. The tool was compiled by Europe Foundation (EPF) in the country of Georgia, and is based on various resources, including USAID – an NGO Capacity Assessment Supporting Tool from USAID (2000), the NGO Sustainability Index 2004-2008, the Civil Society Index (2009) from CIVICUS, and Peace Corps/Slovakia NGO Characteristics Assessment for Recommended Development (NGO CARD) 1996-1997.

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can volunteer engagement cultivate innovation?

Can volunteer engagement cultivate innovation within an organization where volunteers serve? And what conditions are necessary for such innovation by volunteers to happen? This paper explores that question: Beyond Service Production: Volunteering for Social Innovation by Arjen de Wit of Vrije Universiteit Amsterdam, The Netherlands, Wouter Mensink of The Netherlands Institute for Social Research, The Hague, The Netherlands, Torbjörn Einarsson of Stockholm School of Economics, Sweden, and René Bekkers of Vrije Universiteit Amsterdam, The Netherlands.

It was first published online on October 12, 2017 and was published on paper in the Nonprofit and Voluntary Sector Quarterly by ARNOVA.

Abstract:

Building on theories from different fields, we discuss the roles that volunteers can play in the generation, implementation, and diffusion of social innovations. We present a study relying on 26 interviews with volunteer managers, other professionals, volunteers, and one former volunteer in 17 (branches of) third sector organizations in eight European countries. We identify organizational factors that help and hinder volunteer contributions to social innovation… This rich, explorative study makes it a fruitful start for further research on the relationship between volunteering and social innovation.

In short, their research question was: Which organizational factors help and hinder volunteers to contribute to social innovations in third sector organizations?

You can download the paper for free.

I found the paper because I’m quoted in it. And if you are a manager of volunteers, this is one of those rare academic papers on volunteerism that is actually worth your time to read (sorry, academics, but so often, your papers aren’t what practioners need).

By social innovation, the paper’s authors mean new solutions – products, markets, services, methods, models, processes – that lead to new or improved capabilities and better use of assets and resources by a nonprofit, NGO or other volunteer hosting organization that address its mission and serve its cause, directly. I define social innovation as something that is transformative for the organization and those it serves. Certainly volunteers that introduced mission-based organizations to the Internet were social innovators. Volunteers connecting an organization to new communities and people very different from those the nonprofit usually works with can be seen as social innovators as well.

Here are “a few illustrative examples” the paper identifies as social innovations introduced to nonprofits by volunteers:

a telephone service in a nonnative language (Swedish Red Cross), a School of Civic Initiative where people are educated to make them more active in public life (Hnutí Duha, Czech Republic), first aid education for partially sighted and blind people (German Red Cross), a bicycle campaign (Greenpeace Denmark), and a shelter for illegal male immigrants (Salvation Army Netherlands).

Examples of innovations occurring on a larger scale and introducing system-level changes that the paper cites are:

the lobby for new government policies (Czech branch of the Salvation Army) and a network to connect entrepreneurs in the field of environment with investors, publish their innovative work, and promote a financing network (Fundación Biodiversidad, Spain).

The paper delivers on identifying organizational factors that help and hinder volunteer contributions to social innovation. From the paper’s conclusion:

Organizational factors that may enhance volunteer contributions to social innovations include a decentralized organizational structure, the “scaling up” of ideas, providing training and giving volunteers a sense of ownership. Factors that may hinder volunteer contributions to innovations include a lack of resources and a reluctant attitude within the organization, for example, when a new project does not fit within the organization’s strategy. By identifying and exploring these mechanisms, this article adds insights on a new perspective for third sector research and offers useful tools for volunteer managers to improve the innovative capacity of their organization.

Terrific stuff. Kudos to the authors. This paper is worth your time.

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Team building activities for remote workers

I’ve explored the topic of building a team culture among remote workers in a previous blog, but I’ve been compling even more examples of live events and asynchronous events that can build a sense of team among remote workers.

Some of the additional ideas:

Have team members share baby photos with one team member, who then shares them without identification to the team and asks them to guess who is who.

Have team members share a recipe that is either their very favorite food or is representative of their culture. Randomly assign different team members each others’ recipes. They have two weeks or a month to make the dish, take a photo of the end result, and get ready to share their thoughts on a particular day.

Have a non-work-related question of the week or month, such as favorite vacation spot, what their career goal when they were 8 years old was, their favorite actor, their favorite movie, etc. Questions can be personnel but not anything that any team member wouldn’t want others to know.

Have members take a photo outside somewhere – anywhere – that is not at all work related (photo in a garden, at the beach, next to a sculpture, under a tree, on a swing) and share it with each other on a particular day.

Have conversations with team members about what success will look like for themselves within a project and for an overall project.

Have team members draw the process of them working together from start of the project to finish, showing how each team member plays a role. Share these and look for similarities and differences.

Have a hat day, where everyone is supposed to wear a hat at the start of one of your video web conferences.

Be careful in that you don’t want any team building exercises that make someone feel LESS a part of the team. For instance, asking people to share wedding photos or prom photos – and there are team members that aren’t married, didn’t go to the prom, etc. Or if your team is international, remember that cultural norms can vary hugely among different team members, especially with regard to what is appropriate to talk about or take a photo of.

vvbooklittleFor more advice on working with remote volunteers, or using the Internet to support and involve volunteers, check out The Last Virtual Volunteering Guidebook. Successfully working with people remotely is a very human endeavor that people who are amiable, understanding and thoughtful tend to excel in. Even if you are working with remote paid staff and contractors rather than volunteers, you will find this book helpful in supervising and supporting remote workers. And if you work with volunteers who are providing service primarily onsite, this book will help you to think about ways you can support those volunteers online as well, and invite them to provide service online as well.

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tasks for a university intern at your organization

One of the most under-utilized resources for nonprofits is university students who want (and need) a high-responsibility work experience in association with whatever degree they are studying. There are business management, marketing, human resources management, accounting and other types of students who have the time, skills and mandate to work at a nonprofit anywhere from a month to four months, often for an entire university semester, but they struggle to find placements.

Your organization should regularly brainstorm what such an intern could do at your organization. Here are some of my ideas, which skew heavily to marketing and public relations, per my own work:

  • explore, compile and index a photo and video archive for your organization
  • develop an online archive of photos, with proper keywords and descriptions, at Flickr or another online photo archive
  • explore and compile your organization’s FAQs
  • survey participants in an event or program about their experience. This is one of my very favorite assignments for an intern, because it’s something I really need done and, often, the targets of the survey are more likely to speak freely with a university student than me (they don’t want to hurt my feelings).
  • review past surveys looking for pull quotes specifically for grant applications and marketing materials
  • explore, compile and index a paper archive of publications your organization has produced over the years
  • design a brochure, newsletter, or other publication
  • review your web site for ways it could be more accessible, and implement at least some of the recommendations (replacing all “click here” and “read more” links with descriptive links instead, adding in alt tags for photos, making sure every page has a title, etc.)
  • creating a more robust section of your web site regarding volunteering, including an online version of your volunteer application, a list of what volunteers do at your organization, your volunteer policies, etc.
  • compile and index an archive of press coverage about your organization or a particular program, since your organization launched or for just a set period
  • research and compile a list of reporters at area media outlets who have written or produced stories about a particular topic and, therefore, might be interested in writing or producing a story about your organization
  • manage an online community your organization hosts, helping with technical support, answering questions (as appropriate) and bringing urgent issues to the attention of the appropriate person  (but remember that at least one regular staff member should still be reading the group regularly and responding)
  • help at an event, such as at the registration table
  • populate Twitter lists
  • transcribe/caption your YouTube videos or podcasts
  • be your official photographer/videographer at various activities and events, and then splicing together the material into a promotional video (remind them to use copyright-free music if they decide to use music)
  • create a display for your lobby or front of office about a program, an event, a particular subject your nonprofit addresses, etc.
  • research public outdoor events in your area – dates, times, places – where your nonprofit could have an information table or booth
  • researching and compiling a list of commercial kitchens in a town or neighborhood that your organization might be able to use for an event (at senior centers, churches or other communities of faith, cultural centers, etc.), and profiling each in terms of costs, parking, access to public transit, accessibility, etc.

What I won’t put an intern in charge of is social media. This is a high-profit interactive public task that should always be managed by someone permanently at your organization. It’s too important of a role to leave to a temporary staff person, whether intern or consultant.

Whether paid or unpaid, an internship at a nonprofit or government agency, in my opinion, should have these characteristics:

  • It should give the intern an opportunity coordinate, even direct, a project, one he or she can take credit for directing or coordinating.
  • It should give the intern an opportunity to suggest, perhaps even formally design, approaches and solutions.
  • It should include the intern attending staff meetings – and that includes staff meetings outside of the department where the intern will be working.

If it’s an unpaid internship, it also needs to be 20  hours or less and be as flexible as possible, since the intern will probably have a paid job to earn income some he or she can participate in this internship. That means some tasks need to be able to be done in the evenings, on weekends, and remotely from the workplace. My thoughts on the ethics of not paying interns can be found here.

Remember that, at the end of such an internship, you need to talk with the intern about what they learned, what they accomplished, and how the internship might affect their future studies or career. Otherwise, you are ignoring the learning experience that is supposed to be at the heart of an internship.