Six Steps to Finding the Right Web Site Development Firm for Your Nonprofit

Choosing the right Web site development firm can be a difficult decision – especially in today’s changing world, where there are many firms promising to meet or exceed your nonprofit’s goals through Web site design and programming.

Take these six steps to identify the firm that will be the right long-term partner for your organization:

Create a site development RFP

The more detail you provide up front on scope (content, functionality, look and feel), the more accurate the site development proposals will be. And you need a sense of these specs to begin your search for the right developer.

Establish baseline criteria for web site development firm selection

Firms you consider should:

  • Develop in open source environment – open source offers more flexibility at a lower cost (the software is free but needs to be customized) than propriety platforms
  • Have three or more years in business as a firm, or working together (for partner organization teams) on Web site development
  • Use a Content Management System (templates that you plug content into) to build its sites, rather than flat files
  • Listen well so they “get it,” before investing resources down the wrong path
  • Be client-centric
  • Be value priced (e.g. provide significant value for their fees)
  • Not serve clients whose mission or work conflicts with that of your organization.

Know the 5 categories of web development firms

  1. Web developers (technologists), with a strong understanding of strategic communications
  2. Web developers with a technology slant, little understanding of communications context in which sites will be used; implementers not strategists NOTE: There are sub-sets of categories 1 & 2, e.g. firms that are open source leaders.
  3. Full-service strategic communications firms that offer Web site development as one of many services (always more expensive and frequently less skilled tech wise)
  4. Graphic design firms that also develop Web sites (or do so with a partner technology firm)
  5. Technology firms that plan and implement organizational IT strategies, including Web sites

In most cases, unless a client organization is already working with a full-service communications agency, I recommend developer type #1. These firms are focused on developing public sites, extranets and intranets, and understand the communications context in which the site will live.

As a result, they offer the greatest depth and range of experience in the field and are up-to-date on the latest innovations in terms of programming, software, user interface design and functionality.

Research your web development firm options

Don’t just go with the firm that “everyone is using.” Those may indeed be the folks you end up working with, but don’t forget due diligence. Remember that you want your organization’s relationship with its Web development firm to be a long-term one; the medium requires successive iterations and it’s easiest and most cost-efficient to continue working with the firms that builds the next iteration of your site, if at all possible.

So ask around for recommended firms that fit the criteria above, are Web developers with a good understanding of strategic communications, and develop sites comparable to yours in scope and budget.

Contact colleagues within your organization and communications colleagues at peer organizations. Contact the site editors at nonprofit sites you have identified as strong models for your organization’s next site. I’ve found that nonprofits are eager to share contacts of firms who have provided good service and a stellar product. They’re paying it forward.

Once you have your list of the top five or ten, take a look at these firms’ Web sites. A strong caveat though – I find many firms don’t update their sites with best recent work on a timely basis. It’s a classic story of the shoemaker’s children. So don’t cross a firm off your list until you take the next step.

Interview your top picks

A two-part interview – first email followed by a phone call to firms that seem to be a good fit – is the quickest way to narrow down your list.

Here’s what you want to ask in your initial email:

  • We’re looking for a site development firm that meets these criteria (see above).
  • If there’s a strong match, we’ll want to talk more.

Here’s what you want to discuss in your follow-up call:

  • Very briefly outline your site’s development timeframe, scope and budget
  • Ask about:
    • Average budget range of site development projects (You’re seeking a firm that works in the same budget range – if it’s higher, they may not give your organization enough attention; if it’s lower, they may not bring the desired experience to your project)
    • Expertise in integrating other online tools (social media, email, databases)
    • Client mix – you want the development firm to show some interest and experience in working with nonprofit organizations or foundations
    • Related sites (in scope or topic) developed in the last couple of years (You’ll want to review these sites to assess if the firm has dealt with similar challenges to those faced by your organization)
    • What differentiates the firm from the many others out there
    • Do they have a defined process that will ensure that your project will be completed on time and on budget
    • Services offered.

Distribute your RFP and select the right web site development firm

Once you have these answers listed above, and review the sites mentioned by each firm, you’ll have a good sense of the firms you’ll want to bid on your RFP.

Send it out to no more than three firms (writing these proposals is a huge endeavor; analyzing them is too). You’ve already done the front work to ensure that the proposals submitted will be serious contenders. If you must, send it out to four firms.

While the firms are crafting their proposal, recruit a proposal review team (if you don’t have a site advisory committee in place). Firm selection is a major decision; and you want respected colleagues to weigh in.

When you receive the proposals, make sure you ask about any content you don’t understand. Remember though, you want your site development firm to be able to communicate in plain English. Too much “tech-ese” may indicate that it’ll be difficult for you and your non-techy colleagues to communicate effectively with the Web development folks.

Begin by evaluating each proposal individually. Evaluate not just what’s included in each proposal, but the proposal tone and comprehensiveness. Weigh in on each firm’s potential as a long-term partner.

Once that’s complete, compare the proposals. How do they fare in terms of presentation? How do their processes appear in terms of project management? Do they present scalability and/or upgrade paths for your project, that go beyond the needs of the goals outlined for the next site?

Before you make a decision, arrange an in-person meeting (if possible) with the finalist firm. Personal connection is a pre-requisite for a healthy working relationship.

If an in-person meeting isn’t possible, schedule a conference call (with your Web advisory team), ideally with Web cams in place on both sides.

Once you finalize your decision, contact the firms that you won’t be working with, thanking each for its proposal and sharing the reasons (in general terms) why your organization has selected the winning firm. Lastly, contact the Web development firm you’ll be hiring, and let them know the good news.

Six simple steps taken; hundreds of calamities avoided. You’re off and running towards a powerful new Web site.

 

Seven Steps to Compelling Testimonials for Nonprofit Organizations

Read Part One of this article series here.

You know that there’s no message more valuable than testimonials from partners, donors, members, volunteers and program participants on their experiences with your organization. Testimonials rationalize a prospect’s decision to support your organization as they back up your claims and vouch for the value of your work. As a result, these unbiased words carry more credibility than anything your organization’s staff has to say.

Questions to ask for compelling testimonials

It’s challenging to get the right testimonials from your network. But you can count on getting strong material when you ask this series of questions (via phone or an online survey) as soon as possible after an individual’s interaction with your organization.  This approach is vastly more effective than an “open mike” call for testimonials strategy.

You can ask the questions at an organization or program-specific level, depending on the messaging you’re working on. Beware that asking broad questions generates broad responses that tend to be weak testimonials.

Here are the questions to ask:

  1. Why did you [join/give/volunteer with/participate in] our organization? This question establishes the interaction as “customer-feedback” rather than a request. A request for a testimonial is imbalanced, frequently creating a measure of tension and sometimes a resistance to responding. Customer feedback is an equal conversation; a two-way street.
  2. Please list the three things you like most about your [membership/support/volunteer work/program] and why you like them? Implying ownership (“your membership”) personalizes the survey. Positioning this question as a positive (“like most”) increases the likelihood of generating a positive response. Requesting a report back on three distinct features (for example, a program’s relevance, workshop format and take-home materials) makes the respondent think hard and specifically on her response. As a result, the end product is likely to be more useful to your organization.
  3. What do you see as the most valuable aspect of your [participation/advocacy/giving to us/membership/volunteering]? By asking your base to pinpoint benefits, you’ll learn which ones are most important (to them and to prospects).
  4. Please tell us about any specific success that your involvement with our organization helped you achieve, and how. By asking for personal experiences, you’re likely to hear stories that map directly to the challenges faced by the rest of your network. Stories make information easy to relate to, and much more interesting.
  5. How has your involvement with our [organization/program] benefited you or your community in terms of increasing quality of life or satisfaction? This is one of my favorite questions, leading the respondent right to the answer you’re looking for. It will motivate her to tell you how your organization or program has changed her life.
  6. Is there anything about your [volunteer work/program/membership/donor communications] that you would like to see changed? This question emphasizes how much you care about feedback and gives you insight into problems that need to be addressed.
  7. May we use your comments in our communications, with attribution? Remember that an anonymous testimonial has far less weight that one attributed to an individual cited by name, title and organization. If you can feature her photo, all the better. That increases believability hugely! But you do need to ask her permission on all fronts.If you’re conducting this interview via phone, send an email follow up to solicit a dated release.

How to polish nonprofit testimonials for ultimate impact

Once you have a few testimonials in hand, move on to editing. Editing is expected, as long as you don’t change the intention of the testimonial in doing so.

Here are the critical steps to take:

  • Use only the strongest testimonials you have. It’s far better to have a few really good testimonials than several mediocre ones. Make sure the testimonials cover a range of benefits. Different things are important to different people. Your prospects are going to decide to get involved for different reasons. You want to cover all the main ones.
  • Focus on a single benefit in each testimonial. Load too many in and you’ll deplete the strength of the message.
  • A length of two to three sentences works best. However, testimonials can run longer if you’re telling a story.
  • Positive messaging works best. Do edit out negative elements, such as slams on other organizations. And don’t use testimonials that have an overall negative tone. They won’t help your organization.
  • Conversational is the way to go. You’re bound to generate some great raw material by asking these questions. But make sure you don’t overdo polishing what you get. Testimonials should be conversational in tone, just as you initially heard them. If you rewrite them formally, they’ll lose their impact.
  • Send the edited version with attribution to the source for approval, showing them exactly how it’s going to look with the attribution included. Save the confirmation email you receive in return. In about 20% of cases, you’ll be gifted with a revised testimonial that’s even more glowing than the original.

What makes a compelling testimonial?

Start by identifying what doesn’t work. Weak or negative testimonials are worse than no testimonials at all. Here are a few examples that add little messaging value:

“Imagine standing and just looking at a stainless steel 1936 Ford.  It is great right?  Now imagine working on it!  EVEN BETTER!”
–Crawford Auto Aviation Museum Volunteer

So what? This testimonial provides little insight to the reader.

“I very much appreciate all of your time and insight.” (On a nonprofit news service)
—Anonymous, California, USA

Why is that effort and insight of value? And who is speaking? If I don’t know the speaker’s role and organization, there’s no way I can assess whether her take is relevant to me.

Nonprofit testimonials that work

Here are four examples of testimonials that work, and explanations of why they do so.

“The best part of camp is, without a doubt, the kids – their smiles, laughter, and maturity. I volunteer to help the kids, yet I always leave camp with a renewed sense of hope and life, which comes from the kids, and what they do for their fellow campers, the volunteers, and me. In my opinion, Camp Hope is the toughest vacation you’ll ever love.”
—Catherine Brown, volunteer

Catherine’s articulation of all she gets from giving her time and effort is moving and motivational.

“They are very consistent in their pick-ups. It’s very easy to arrange and I know that the things I donate will not be wasted and any money raised goes to a good cause.”
—Nora C., Bridgewater, MA

Nora C. donated goods to the Big Brother Big Sister Foundation and shares the practical features (reliable pick up, easy to arrange) and more spiritual benefit (any money raised goes to a good cause) that will motivate her to do so again.

“I credit meeting many of my career goals this year to my mentor.  As a result of my mentor’s invaluable coaching, I have been able to map out my job experience and determine my areas of concern, update my job application form and develop my interviewing skills.”
—Carolyn Ellenes

The specifics here make this testimonial a powerful one. Ms. Ellenes shares her experience in a way that highlights specific benefits (analyzing her career path and honing related skills) and value (meeting many of her career goals) of the mentoring program. We understand who she is and how program participation has made a difference in her life, making it easy for us to evaluate the relevance of this testimonial.

Finally, take a look at the Center for Media Democracy’s video compilation of testimonials from members and community producers. It’s three minutes of warm, fun, informational, and memorable marketing, that doesn’t seem like marketing at all.

Craft a compelling testimonial headline

It’s hard to overestimate the power of a headline. Remember that today’s readers skim at a fast clip. Headlines can stop them in their tracks.

Effective headlines frame a testimonial to capture attention, making content easier to absorb and increasing the potential for audiences to digest your full message. Feature a bolded headline for every testimonial (and include it when you seek permission to use the quote). Your headline should highlight the value of the testimonial, as it does in the three headline/testimonial pairings below.

Toughest Vacation You’ll Ever Love
“The best part of camp is, without a doubt, the kids – their smiles, laughter, and maturity. I volunteer to help the kids, yet I always leave camp with a renewed sense of hope and life, which comes from the kids, and what they do for their fellow campers, the volunteers, and me. In my opinion, Camp Hope is the toughest vacation you’ll ever love.”
—Catherine Brown, volunteer

Easy to Arrange, Reliable Pick Up
“They are very consistent in their pick ups. It’s very easy to arrange and I know that the things I donate will not be wasted and any money raised goes to a good cause.”
—Nora C., Bridgewater, MA

Invaluable Coaching Moved My Career Forward
“I credit meeting many of my career goals this year to my mentor.  As a result of my mentor’s invaluable coaching, I have been able to map out my job experience and determine my areas of concern, update my job application form and develop my interviewing skills.”
—Carolyn Ellenes

How is your organization developing or using testimonials?

Please leave your strategies for soliciting and using testimonials as comments below. I’ll be sure to share them with the other nonprofit communicators in the Getting Attention community.

A Volunteer Communications Strategy: 13 Steps to Driving Recruitment, Engagement and Leadership (Case Study)

When it comes to recruiting and motivating volunteers to ever higher and more effective levels of engagement, no organization has its work more cut out for it than New York Cares.

As New York City’s leading volunteer organization, New York Cares runs volunteer programs for 1,000 New York City nonprofits, city agencies, and public schools, enabling more than 50,000 volunteers annually to contribute their time, expertise, and energy to a wide array of organizations that address critical social needs citywide.

In order to ensure that its massive and complex operation runs smoothly, the staff at New York Cares has spent considerable time developing and refining their volunteer recruitment strategies, whose lynchpin, not surprisingly, is communication.

I’ve spent some time talking with the folks at New York Cares recently, and as you’ll see below, their strategies can be put to work to boost your organization’s volunteer recruitment, engagement and retention rates, no matter the size of your organization.

The challenges facing volunteer communications

In the recent past, New York Cares realized it faced three challenges that limited its ability to grow the base of volunteers serving its nonprofit partners.

1) They needed to raise “activation rates” of attendees who came to learn about New York Cares volunteer opportunities. Only 45% were immediately signing up for an assignment after their informational orientation.

2) They needed to increase the levels of volunteer engagement. The great thing about New York Cares is that it’s a one-stop shop for want-to-be volunteers to learn about opportunities to help a broad range of nonprofits, and register for a project that has a commitment level of as little as just a few hours.

But New York Cares needed and wanted volunteers to come back again and again for more of the meaningful volunteer assignments they offered. “We needed to increase the average number of projects volunteers completed in order to grow the services we provide to nonprofit partners,” says Colleen Farrell, senior director of marketing and communications at New York Cares.

Farrell notes that New York Cares also needs a volunteer team leader for every project they start.

3) They needed to create new leaders. “We wanted and needed a higher percent of our volunteer base to step into leadership roles. Taking a leadership role is the ultimate form of engagement and is critical to our expansion,” says Farrell.

What follows is a group of key principles for volunteer communication strategies I’ve gleaned from my observations of New York Cares’ work. I want to thank executive director, Gary Bagley, as well as Colleen Farrell, for volunteering their time and insights on how they’ve achieved their success. Where credit is due for brilliant insights and ideas, it is theirs alone; for anything less, I take responsibility.

New York Cares’ volunteer communication strategy

1) Understand that all volunteers aren’t the same. Every group of volunteers incorporates various segments, each with distinct wants, needs and interests.

2) Get to know each segment well—very, very well. And keep in touch on an ongoing basis.

3) Use targeted interactive communications. They’re the best way to move volunteers from one level of engagement to the next.

New York Cares segmented its audiences and developed communications plans for each. “We focused in on volunteers, segmenting them by commitment level, and developed a new framework for our engagement with them over the course of their involvement: the Volunteer Engagement Scale (VES),” says Farrell.

The VES enables New York Cares to pinpoint the best way to motivate volunteer movement from episodic to more engaged participation. This targeted, personalized approach is now the cornerstone of all volunteer communications.

4) Plan communication activities for each segment based on what you know. Planning enables you to focus on what’s important in the long term, rather than be distracted by what just hit your inbox.

5) Speak directly to the “wants” of each segment.

6) Roll out more frequent, targeted communications to build engagement and motivate volunteers to act.

New York Cares developed its Volunteer Lifecycle communications program—aligned with the VES—to provide key information at each stage and encourage deeper relevant engagement, such as more frequent volunteering. The plan specifies how to communicate to recruit volunteers and cultivate them from their first experiences to long-term engagement. For example, only volunteers who have demonstrated a significant commitment to New York Cares are engaged with leadership development messaging.

The plan also defines triggers for outreach including thank you emails, calls to volunteer leaders and special letters and awards for volunteers who reach key milestones in their volunteer lifecycle.

Here are some of the ingredients that make this plan work:

  • Online communications are the backbone of New York Cares’ outreach, a focus that enables it to manage and deliver targeted communications at a moderate cost.
  • Messaging focuses on volunteer impact and outcomes (vs. outputs, such as number of meals served, volunteer hours etc.).
  • Increased use of storytelling, imagery and more emotional language does more to engage New York Cares volunteers.

Chart—Volunteer Lifecycle Communications Program

7) Make the ask—Converting interest in volunteering, just as in fundraising, swings on it.

8) Focus on your volunteer orientation program to ensure you’re maximizing your communication activities in this critical engagement activity.

New York Cares took a three-pronged approach to increase its “activation rate.” Bagley and team:

  • Revamped the orientation process from start to finish. One striking change was that orientation leaders aimed to have most participants signed up for a project before they left the room.
  • Streamlined communications with volunteers.
  • Ensured that communications were clear and consistent, and that follow-up support was in place.

9) Put the 80-20 rule to work for your volunteer program.

New York Cares focuses on the 20% of volunteers who are most highly engaged to motivate them to become even more involved, and leverages them to more effectively engage less-connected volunteers.

10) Train colleagues, volunteer leadership and board members as messengers to expand the reach of your volunteer communications.

New York Cares increased the number of staff members focused on volunteer leadership development and training. The staff also strengthened its relationships with current team leaders via increased communication, and with prospective team leaders through personal and direct asks. For example, the staff is focusing now on getting team leaders more involved by inviting them to serve as organizational ambassadors.

11) Remember that your audience’s perspective, wants, needs and interests change over time.

12) Establish an active volunteer feedback loop. It’s the only way to know what’s relevant, what’s working and what’s not, and how to do it better.

13) Track outreach—responses to specific emails, changes in messaging or channels—to supplement the feedback loop. Your findings will highlight what is effective so you can do more of it.

Here’s how New York Cares’ tracks its communications impact on increasing engagement and retention:

  • Its in-house technology infrastructure enables New York Cares to track and measure volunteer engagement in real time. Farrell aligns communications metrics with the VES and tweaks continually.

It’s unlikely your organization has this kind of resource in-house, but online communications platforms, from e-newsletters to Facebook, provide insight into what is working for your review.

  • This real-time tracking “enables New York Cares to make real-time adjustments to both communications and program delivery,” says Farrell. “For example, we added more orientations and projects to the schedule last year to accommodate the influx of new people wanting to volunteer.

Tracking is supplemented by New York Cares’ volunteer feedback loop. The staff keeps in close touch with its volunteers’ satisfaction level and wants via monthly online polling, periodic surveys and focus groups. In addition, its volunteer advisory council provides input on an ongoing basis.

Create your own volunteer communications strategy

These 13 steps are making a huge difference for New York Cares. Any or all of them will do the same for your organization.

Don’t be put off by New York Cares’ size and sophistication. You can put these strategies (or some of them) to work for your organization, no matter its size. Select one or two steps to start with, and add more over time. Now get to work!

In this post, you’ll learn some strategies for creating an effective nonprofit website.

3 Strategies for Creating An Effective Nonprofit Website

Nowadays, having a website for your nonprofit is non-negotiable. You need your own internet outpost, a place where both committed supporters and curious website visitors can go to learn about your mission and contribute to your cause. 

Luckily, designing a nonprofit website is easier than you may think. Whether you’re working with a designer or taking a DIY route with a user-friendly website builder, there are hundreds of tools at your fingertips that can help you establish a distinct look and identity for your nonprofit online.

But to make your website a truly effective tool for your community of supporters, you’ll need to make sure you’re doing more than just making your site look good. Your site will need substance, too—educational information and useful resources that make it possible for your supporters to take action and help you move your mission forward. 

Read more

How to Create Enough Good Content
(Case Study)

Guest blogger Holly Ross has spent seven+ years at the Nonprofit Technology Network (NTEN), working with community members to identify technology trends that are reshaping the nonprofit sector. Brett Meyer, NTEN Communications Director, co-authored this post.

As nonprofits have flocked to the e-newsletter as an inexpensive and timely way to communicate with stakeholders, the number of newsletter tips has also proliferated. While subject lines, “from” addresses, and your template design are all important, they aren’t the biggest challenge to putting out a quality newsletter.  The most difficult part is creating good content, content your subscribers want to read.

For many organizations, simply getting an e-newsletter out regularly, with enough  content — let alone enough good content — is a win. That was certainly true for NTEN a few years ago. But since then, we’ve developed loftier goals for our e-news NTEN Connect, transforming it from a chore we had to cross off the monthly to-do list to a blockbuster driver of traffic to our blog. And we managed to reinforce our values and culture while doing so. Here’s how:

The chore of creating good content

NTEN is a small organization. With just a handful of staff members, we felt the pain of the e-news challenge intensely.

Writing enough good, timely content to fill a monthly newsletter was simply not an option for our overburdened staff. Instead, in 2007, we started stocking it with articles written by members of our community.

While we selected the topics and the authors for each issue, producing the newsletter itself became a matter of curation rather than creation. This shift also aligned nicely with one of our core values: providing a platform for our community’s views. And we took one step further to publish our newsletter stories on our blog (on our website). Readers of the newsletter received a teaser for the article – usually the first paragraph or two – and a link to read the entire article on our site.

We very quickly saw a jump in the website metrics we track. Traffic started to rise and we got lots of compliments on the new format. At that point, we knew we had something good on our hands, but knew we could do even better.

The content creation experiment

We shook up our e-news format again in November 2008. Rather than hand-picking topics and authors, we invited the community to write about anything they wanted. Submissions flowed in, including quite a few we couldn’t use. While we put out an interesting issue, it didn’t drive traffic quite the way we had hoped it would.

Then we added a twist to the experiment in Fall 2009. We had always used the newsletter to “break” stories, publishing all of the new articles at once on our website, on the day we sent out the newsletter. This time, we posted the articles on our website as they were submitted, letting the authors know that the most successful posts — those that generated the greatest usage as measured by page views, time spent on the site, and comments — would be included in the November newsletter.

By this time, of course, social media had burst upon the scene. Being that the NTEN community is generally pretty tech savvy, we saw them using blogs, Facebook, and Twitter to share news, likes and their own accomplishments. So we tapped the power and reach of the community for the newsletter, leveraging our authors’ social networks to drive traffic to our site and increase newsletter subscriptions.

Our incentive strategy worked! That November, we saw an 80% increase in blog traffic over November 2008. We watched our authors using their social networks to highlight their accomplishment – “Look! I have an article on the NTEN site!” – driving traffic our way. That single month was a huge factor in our 22% increase in blog traffic in 2009.

Unfortunately, blog traffic in every other month (when we curated newsletter content) flatlined.

We continued experimenting with the e-news throughout 2010 to boost site traffic, redesigning the template and removing less-popular features. Nothing helped us reach the boost that the social network November 2009 edition created.

The leap into a new content strategy

So, in September 2010, we moved to our Community Guided Content model. We still ask authors to write about specific topics, but we post new articles to our website almost daily, then use the stats to determine what goes into the actual newsletter. Since this shift, blog traffic is up 37% year-over-year  and shows a fairly steady month-to-month growth rate. Plus time spent on web pages on page is up – a modest but welcome increase of three seconds.

This new strategy means we’re driving a lot of traffic to NTEN.org overall: We’re up 24% year-over-year in 2011. The blog/newsletter strategy drives most of that, as you can see from the increase in blog traffic as a percentage of total site traffic for the last few years:

2008: 17%
2009: 19%
2010: 22%
2011: 25%

Most importantly,  publishing more and more diverse content on the blog gives us a sense of what the NTEN community is most interested in. Then, when we compose NTEN Connect each month, instead of guessing what we should send out to our 30,000 subscribers, we can look at our blog and social media analytics data to learn what our blog readers have already found most engaging.

Looking to the future

We now have a successful newsletter strategy in place — one that aligns our values and goals, and has significantly expanded our visibility and prominence in the sector. This year alone, our newsletter subscriber base has increased 50%.

Next, we’re hoping to match newsletter content even more closely with our audiences’ wants and interests. We’ve begun experimenting more with segmentation: instead of sending out one issue to our full list, we deliver seven different versions based on job function, e.g. Executive Directors receive different content than IT staff members.

Going forward, we’ll be able to tailor newsletter content based on the articles our readers have interacted with over time. Already, we’ve seen the potential for this level of segmentation by including dynamic content based on our subscribers’ membership status and activity levels. And we expect to continue refining our content strategy on an ongoing basis to ensure it meets the needs of the NTEN community. That’s what makes a successful e-newsletter!

What are your strategies for creating content that’s valued by your audiences and advances your organization’s mission — for your e-news, blog, or other channels — when it’s just one of many must-do tasks?

Your Annual Report’s Opening Message:
6 Ways to Motivate Readers

Thanks to guest blogger, Kimberlee Roth, one of our team’s valued writers. Kim has written for the Chicago Tribune and The Chronicle of Philanthropy among other publications, and provides writing and editing services to universities, health systems and other nonprofits.

I harbor no ill will toward opening messages. In fact, I believe they can be an important component of a nonprofit’s annual report. When done well–well being the operative word–they provide context for the rest of the publication. They personalize it and make it more immediate, and they help point readers to key information and calls to action.

That said, most opening messages, those “letters from the executive director,” make me want to get out my figurative red pen and edit away (at best) or, at worst, put the publication down or close my browser window. Of course you want your annual report’s welcome to excite readers and motivate them to read from cover to cover. Here’s how:

1. Keep your opening message short

I can’t emphasize this enough. Short is a few succinct paragraphs, a half page, 200-300 words. Short is not asking your graphic designer to “make it fit,” leaving audiences to squint at six-point font. Assume your reader is scanning. Make it easy to read. Use subheadings and bullet points. Hit the high points and move on.

If this sounds impossible–if you feel like it’s your one chance to say everything to everyone–then it might be a good time to revisit your communications plan. That feeling, and the resulting letter that goes on forever, could be a clue that you’re not regularly and consistently talking with all your constituents the rest of the year.

2. Open your annual report with a simple salutation

“Dear Friends”–or something similar–is great. You don’t need to spell out each audience, unless you want to waste several lines of valuable real estate (your letter is brief, remember?).

3. Keep the tone conversational

Keep it professional and formal, yes, but not stilted or distant. Somewhere between, “Hey, what’s up?” and “Dear Sir or Madam.”

Don’t be afraid to let some personality shine through either. Conveying the director’s sincere excitement about a particular accomplishment, his or her sense of humor, or a personal note or observation–these all make your opening message and, as a result, the whole report more engaging.

4. Show awareness of the year’s challenges

I once edited a “letter from the director” for a client who had a fantastic year. Unfortunately, though, colleagues at similar organizations did not fare so well. Talking about all the great things that happened without acknowledging others’ challenges during the long, hard recession felt wrong. It was nearly a missed opportunity to show camaraderie and gratitude. Phrases such as “In spite of difficult economic times, we were fortunate to … ” can go a long way.

5. Report candidly and transparently

Not a good idea to say how great the year was if it wasn’t. You can highlight the good while still being honest about areas you know need addressing. Your donors and other supporters want to know that you’re working to improve and that their time and/or money isn’t being wasted.

6. End with a positive note and call to action

Hint at a few things you’re excited about for the coming year, keep your ending hopeful but not artificial, and invite readers to do something–join you on social media sites, sign up for your newsletter, make a donation before the year ends, volunteer at an event, respond to a survey. Instead of making them drowsy, get them engaged–not only in reading your annual report but supporting your cause.

What techniques do you use to engage readers with your annual report’s opening letter?

3-Step Communications to Re-engage Volunteers

We are delighted to have Colleen Farrell, Senior Director, Marketing and Communications at New York Cares, join us as a recurring guest blogger.

New York Cares is New York City’s leading volunteer organization and runs volunteer programs for 1,000  nonprofits, city agencies and public schools, enabling more than 50,000 volunteers annually to contribute their time, expertise and energy to a wide array of organizations that address critical social needs citywide.

Every fall I feel like a kid going back to school. I don’t have to worry about pop quizzes these days, but there’s a big shift as we transition from the slower summer months into our busiest time of year.  New York Cares’ inventory of volunteer projects increases dramatically -– doubling between August and November.  Volunteer interest also ramps back up after summer, with a spike around Thanksgiving.

Our communication and management challenge is to quickly re-engage volunteers after the summer, and ensure we mobilize the right number of people at the right time as projects expand. Here are three things we consider:

1. Allow volunteers to act now.

We calculate the volunteers we need each month, then create a communications plan synced with our project roll-out schedule.  For example, we scale back new volunteer orientations during the summer.  In late July, we begin asking volunteers to become project leaders for fall (which is critical for starting new projects).  From August onward, email, social media, and orientation schedules accelerate to bring in more volunteers.

There have been times where volunteer demand has outstripped our capacity –- it’s disappointing for volunteers, and something we work hard to avoid.  The volunteers you turn away may never come back.

2. Engage existing volunteers.

The adage, it’s more efficient to get business from existing customers than win new ones, applies to volunteers, too.

We track and analyze volunteers’ histories through our database.  This helps us forecast how many of last year’s volunteers are likely to return (about 50%) and how many new people we need to recruit to fill our available opportunities.  We target communications accordingly.

3. Build a monthly messaging plan.

We create an editorial calendar aligned with our programs, and try to unify messaging across channels.  We pick a lead theme each month or season  – in the fall, we’re all about education.  Messaging is simple and action oriented.  We provide context about the current volunteer needs, paint a picture of the impact they can make, and provide clear direction on how to get involved.

Some of our most experienced volunteers will be too swamped to re-engage: that’s reality. But we stay in touch, and try to offer other, less time intensive ways to help – fundraising, donating, and friendraising, for example.

What are your Fall strategies for re-engaging volunteers and other supporters?

Nonprofits that Keep Their Word Deliver Great Experiences for Supporters, Finds Researcher Scott Deming

Ever had a nonprofit customer experience (as a donor, volunteer or whatever) that left you with a smile on your face? On the other hand, have you ever had an encounter with an organization that left you gnashing your teeth and griping about the event for weeks on end to anyone who’d listen? If you’re like most people, you can answer both questions (especially the second one!) with a resounding yes. But did you ever stop to wonder precisely what its was that went so right or, in the second case, so terribly wrong?

Scott Deming, author of The Brand Who Cried Wolf: Deliver on Your Company’s Promise and Create Customers for Life has the surprisingly simple answer: Great customer experiences happen when organizations keep their word. Most critical, pronounces Deming, is that what you say your organization stands for (brand) means next to nothing compared to what your stakeholders experience. That experience is your real brand or, as my mother used to say, actions speak louder than words.

Identifying positive and negative experiences

What’s interesting is that Deming profiles organizations he deems brilliant branders (orgs like Ben & Jerry’s and Saturn who consistently provide an ultimate customer experience) and wolf criers (who claim they do but actually don’t). And guess what nonprofit leads the wolf criers list….none other than the infamous Red Cross.

I find Deming’s perspective a particularly meaningful way to look at the organizations that have really let us down. Others I can name include the United Way and Smithsonian. These are organizations supporters and other audiences trusted to do the right thing; but they didn’t. And they lost our trust and support.

The Red Cross is a glaring example of how trust can be instantaneously eroded. In the hours after terrorists attacked the United States on 9/11, record-breaking pledges poured in from around the world. The Red Cross set up The Liberty Fund as a direct response to the attacks and collected more than $564 million. However, by November 2001, CNN and other news agencies reported that only $154 million of that had been distributed. Dr. Bernadine Healy, who was the outgoing Red Cross president at the time, argued in defense of the charitable organization’s decision to set aside more than half of the money raised for future needs, including possible terrorist attacks. This news angered many donors. They felt like their money was not reaching the intended recipients. Bad customer experience.

In other words, though donors were not critical of the charity having money for future disasters, the real question was whether the important agency misled donors into thinking donations were going immediately to 9/11 relief,” explains Deming. “I don’t think anyone really believes the Red Cross deceived people for some selfish, greedy end. But in a moment when individuals’ feelings were of raw helplessness and despair, and the only way they had to connect with and help others was through monetary donations, the Red Cross failed to keep its brand trust.”

Tips for positive supporter experiences

Here are a couple of Deming’s most useful suggestions for staying on track to deliver the right kind of experience for your supporters:

  • Be careful what you promise. If you aren’t, and don’t come through, you’ve probably ruined a beautiful relationship. So when you tell prospects how their donations will be used, make sure that allocation is correct? If you can’t get internal operations right, how could they ever count on your organization to make good use of their monies?
  • Get the perspective you need. To really know how things are going at your organization, you’ll have to step out of your own shoes and take a walk in those of your supporters and staff. Make sure you have open channels of communications flowing with each group, 24/7.  “When your perspective widens, so does your concern about what’s important. The benefits you receive from changing your perspective will far exceed those reaped from a narrower, more traditional focus, ” says Deming.
  • Use this insight to separate your organization from the pack. So many nonprofits are squeamish about looking at the world in which they work realistically, and accepting the fact that they are in direct competition with many other orgs for donors, volunteers, program participants and more. You have to find what you can do to differentiate your organization from all the others that offer the same services or products. You have to find what you can do to differentiate your organization from all the others that offer the same services or products.

Your most powerful differentiator must be the level of service, the unique experience you offer each of your stakeholders at their moment of engagement with your organization. When you work hard to engender their loyalty, honestly, they’ll go out of their way to stay involved with your  organization.

Make your organization events more effective with these tools.

Two Don’t-Miss Tools for More Effective Organization Events

Since the COVID-19 pandemic, the nonprofit industry has seen a shift to more virtual and hybrid events alongside fully online fundraisers. In a time when we’ve become accustomed to virtual interaction, face-to-face gatherings can be more impactful than ever.

Building relationships and community online is crucial for spreading your organization’s reach and expanding your membership. But the value of face-to-face engagement can’t be replaced. In-person gatherings often bring a movement or a campaign to the next level, further engaging your members.

Here are two tools we’ve discovered that will help you take your organization’s events to the next level.

1. Event Management Software

Event management platforms are one of the more crucial components of planning your event. Whether you’re planning, hosting, or evaluating the success of an event, you’ll need event management software to help you along the way.

Fonteva’s Salesforce event management software guide walks through how to utilize association management software for your next event:

  • Create guest lists. Choose who to invite and create separate lists for attendees based on tracks of the event you want them to attend.
  • Track registration. Keep track of registrants during your planning process to ensure your venue and sessions can properly accommodate your members and attendees. This can also help you determine how much you need to continue promoting your event leading up to the date.
  • Create event sessions and guest seating. Divide attendees into groups, create seating charts, and set table numbers to further organize your event data.
  • Ensure simple payment processing. Process registration, eCommerce purchases, and donations all through your event management software. Be sure that your processor is PCI compliant to ensure data security.
  • Generate custom reports. Evaluate your event’s success by running revenue and registration reports on the data collected. You can also analyze which aspects of your event worked the best.
  • Send follow-up communications. Reach out to your attendees following the event to highlight the success of the day, thanking them for their time and participation. You can also inquire with attendees for feedback to improve future events.

When you choose the right event management solution for your organization, you’ll be able to customize the features to help you plan a range of activities from conferences to networking events to virtual panels to fundraisers.

With event management software you can increase the ROI for your event while creating a memorable experience for your members and attendees. Because event management software also stores member data, you can save attendee contact preferences, financial information, and other important information for later use. This data can be used to plan future events.

2. Graphic Design Services

Graphic design should be a part of all of your marketing materials. Skillful visual aesthetics can enhance your brand identity when standardized logos, graphics, and color schemes are implemented across all your marketing materials.

Graphic design requires experience and time. It can be expensive to troubleshoot if you are unsure of what you’re doing. Seasoned graphic design companies and professionals can work with you to provide assets for your organization to enhance your event space, color promotional materials, and engage more registrants.

According to Nonprofit’s Source guide to nonprofit graphic design, here are five types of design that a graphic designer can help you implement into your event marketing strategy:

  • Event Branding. Designers can create an event logo and color scheme that pair well with your organization’s main brand. They may use secondary colors from your main brand to enhance overall awareness and differentiate your event as a new campaign.
  • Event Website. Website designers can create microsites or webpages for your event. Their expertise in page navigation can help create webpages for registrants to easily find schedules, event details, and payment options.
  • Digital Design. Craft digital design materials like infographics, videos, social media graphics, virtual flyers, or email newsletters to promote your event. Digital materials will enable you to widely share information about your event, increase brand awareness, and gain more registrants.
  • Print Materials. Hire designers to create brochures and maps, branded merchandise, and thank you cards for your event. Send attendees home with branded merchandise to help them remember their experience and your organization.
  • Environmental Event Design. To beautify your event, designers can create branded banners, donor/sponsor walls, giving kiosks, and art installations. Designers can transform your event space into a theme or create materials to promote your mission or sponsors.

Events won‘t be nearly as successful if there is no promotion or thought put into the experience. By utilizing the skill of professional graphic design services, your organization can bolster attendee registration and improve the quality of your event.

And don’t waste your time creating one or two graphics that don’t look exactly right. Find an experienced graphic design provider that can work with you to create a set of marketing materials and event decor that fit your vision and the organization’s brand.

Organizing events is time consuming and can take months of planning. Look for scalable plans when searching for event management software and graphic design providers so they leave room for your organization’s growth. Now that you know how to maximize your potential with event management software and graphic design services, you can start planning your next event.

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