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Showing posts with label Canada. Show all posts
Showing posts with label Canada. Show all posts

Friday, September 28, 2018

Lessons from an Extraordinary (Donor) Journey

The #DonorJourney Crew, clockwise from top left:
Guy Mallabone, Sue McMaster, Jenny Mitchell, Stephen Pidgeon
"Do you have time for a quick call? I have a time-sensitive item to discuss with you."

This short message from Guy Mallabone was the start of an adventure that brought me to Halifax, Ottawa, Toronto, Winnipeg and Saskatoon. All in five days.

The Extraordinary Donor Journey, presented by Global Philanthropic Canada, brought together Guy Mallabone and Sue McMaster from Calgary, Jenny Mitchell from Ottawa, Stephen Pidgeon from the UK, and me, the token American, for a curated conference for non-profit organizations across Canada. When we convened in Halifax, it was like being at the start of a school trip--you don't know most of your group well, and you certainly haven't traveled with them!

The pattern began: present the program all day, pack up the stuff as quickly as you can, take transportation to the airport, grab dinner, fly to the next city, slog on to the hotel, rinse, repeat.

Five days. Five cities. What could possibly go wrong?

Everything did not go perfectly. But thanks to the adaptability and team spirit of our mighty band, we thrived and, I think, came to truly care about one another in a short period of time.

While I learned many things from the program content of my fellow presenters, my strongest takeaways are from behind the scenes....
  • How you think about money affects everything. I am grateful that Jenny shared the Sacred Money Archetypes model in her session. Jenny's explanation was, "If money were someone standing alongside you, what kind of person would it be?" Would it be supportive? Judgmental? Petulant? Rebellious? What the conference participants didn't know was that Jenny had all of us do the quiz at the start of the journey. Initially, our call backs to our archetypes were opportunities to tease Guy, but as the week evolved, I found that the context of money mindset was useful in understanding each other and our values.
  • Trust begets trust. In reality, we didn't know each other well at the start of the week. It would have been easy, and expected, to be guarded until we got to know each other. Guy set the tone early, however, because of an unexpected family situation. He had to let down his guard and trust us. His ability to persevere under difficult circumstances led us to not only to deepen our connection with Guy, but with each other. This led to open and fulfilling conversations that I had with each of my colleagues, and I am better for it already.
  • If at first you do succeed, try, try again. Halifax was the first time any of us saw the others' presentations. While the core parts of each of our presentations was the same in each city, we thrived off of drawing from each others' content and making small improvements from city to city. In many respects, we were accepting Stephen's call to focus on "the concept"--how can you think sideways to get at the core message? The chance to refine the same presentation every day for a week was a great way to challenge myself.
  • It can be rewarding to be a sherpa. There's a lot of stuff involved in presenting a conference! At first, Guy carried all the banners and Sue carried all the other materials, but those barriers broke down relatively quickly. Pitching in and helping where needed felt far more rewarding than just watching others do the heavy lifting. By the end of the week, we were "Global Philanthropic sherpas," and proud of it!
As I write this, I'm still in Saskatoon; most every one else has gone home. I am exhausted, but grateful, for the opportunity to spend time with some amazing people. I've learned so much in five days, and hope to have a chance to do this all over again. To Sue, Guy, Stephen, Jenny, James, Steve and Jeff, thank you for an experience I won't forget.

Friday, July 25, 2014

Are You Satisfied With Your Career?

"Are you satisfied with your career?" asked Joan Black, CFRE, a highly experienced and respected fundraiser based in Calgary, Alberta.

The small group of us around the table smiled.

"No, that's a real question," Joan said. "Are you?"

The five of us were participating in strategic planning for the Association of Fundraising Professionals Foundation for Philanthropy-Canada at their annual summer retreat. Gradually, most began to answer her question, but I didn't know what to say.

At another point in time, I would have answered, "Of course, yes." I work in the charitable sector. We do good work. We do noble work, according to Archbishop Desmond Tutu!

What does "satisfied with your career" really mean?

To define this for myself, I turned to my favorite job satisfaction measurement tool, the Gallup Q12. This is a list of 12 yes or no statements that are indicators of job satisfaction.

Preliminary question: what are the elements of "my career?" 
My career is not just what I get paid to do; it includes what I do in my volunteer life, too. In my case, my volunteer work is equally, sometimes more, important to my paid work.

The 12 questions (modified a little)
Q1: In the last year, I have had opportunities to learn and grow.
Q2: In the last six months, someone has talked with me about my progress.
Q3: I have a best friend at work.
Q4: My associates are committed to doing quality work.
Q5: The mission of my organization makes me feel my job is important.
Q6: In my work, my opinions seem to count.
Q7: There is someone (in my career) who encourages my development.
Q8: Someone (in my career) seems to care about me as a person.
Q9: In the last seven days, I have received recognition or praise for doing good work.
Q10: At work, I have the opportunity to do what I do best every day.
Q11: I have the tools I need to do my work right.
Q12: I know what's expected of me at work.

I can confidently say that I can answer "yes" to having a best friend at work (#3); my associates are committed to quality work (#4); I feel like my work is important (#5); and someone seems to care about me as a person (#8). But the other questions, I'm on the cusp. Some of this I can control--I can find opportunities to learn and grow (#1); I can acquire new tools to do my job (#11).

The others require outside feedback. I was surprised that I couldn't honestly answer "yes" to many, until I separated my paid work and my volunteer work. I could answer "yes" for my paid work (#6, #7, #9, #10), but not for my volunteer work. Since both my paid and unpaid work are equally important to me, I realized that I need to examine and rearrange what I do for my service.

I didn't expect to be so self-reflective as a result of an organizational strategic planning session, but I am grateful to Joan Black and our session facilitator, Juanita Gledhill, MCC Group, for triggering my introspection.

Tuesday, November 20, 2012

The Best Way to Use Social Media in Fundraising



The Best Way to Use Social Media in Fundraising

By ALICE FERRIS, CFRE, ACFRE 


Social media is not the best tool to solicit a gift. There. I said it. So what’s all the fuss about? Social media is a very good tool for cultivation and stewardship. It has been said that social networking has created the largest cocktail party in the world and you can interact with any number of people without an invitation!
Here are some quick tips on what to do with your online presence:
  • Plan your content. You don’t want all your messages to be about selling something or about you—the majority of your posts should be information that establishes you as an expert in your sector. Your posts should also, on a regular basis, include references from other content sources so you don’t sound like you just talk about yourself.
  • Be consistent. Post something every day. There are many free apps available to streamline and schedule your posts, so you don’t have to be tied to the computer every day. If you’re not in someone’s stream on a regular basis, they will forget that you are there.
  • Establish your voice. Show some personality so that people want to be connected to you! Remember, you’re cultivating a relationship—try to make your organization likeable online.
  • Use positive reinforcement. If someone in your online network shares your information or advocates for you in some way, thank them for it. You don’t have to do this for every post, but periodically call attention to the fact that you’re paying attention. Also, regularly interact with people online. They need to know that you’re interested in them too.
  • Use calls to action sparingly. If you have a well-established relationship with your online connections, you can mobilize them, but if you’re asking all the time, they will tune you out. Calls to action should be time sensitive—deadlines that aren’t too far away will be most effective.
Most organizations cannot afford to ignore social media, but understand that no one will “get rich quick” using these tools. Position online networking tools to augment your existing marketing, cultivation and stewardship programs.
Alice Ferris is the founding partner of GoalBusters, providing philanthropic leadership services such as outsourced development operations for small shops; strategic, development and marketing planning; board development and staff training. Join her session at Congress 2012 and follow her on twitter @aliceferris

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