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In a recent survey, we found that over 70% of our customers own a smart phone.  What was interesting from these results was that only 13% of those customers are using their smart phones to utilize productivity tools other than email!!  With millions of free apps available, there are unlimited possibilities as to how you can become more productive, at no cost to you or your organization

Check out the three apps I use every day that help me move forward, faster!

Trello –Trello is an app that, in one glance, tells you what needs to be done, by when, and where something is in the process.  You can use Trello on your own, or you can invite other members of your organization to join with you and share lists. The drag and drop functionality of this app is intuitive, reliable, and user friendly.  You can access this app from your desktop, tablet, or smart phone (I use Trello on all three).

When you first start using Trello, you will start with a board.  I have several boards that I use throughout my day. For example, I have a “Professional To-Do” board I share with my boss and a “Personal To-Do Board” that I keep to myself.  Each board gives three lists: To-Do, Doing, and Done.  You can add items to each list by selecting “Add Card”.  Once a card is added to your list you can easily drag and drop cards from To-Do to Done in less than a second.  At the end of a project or when performance review time comes around, you can see all of the “Done” items to celebrate your accomplishments. Since you can access this app on all of your devices, you can update your boards from work, home, or on the go.  The best way I can describe this app is fluid!  Updates and collaboration with other team members is so easy! https://trello.com/


Trello

Evernote –  The concept of Evernote is an online notebook that you have with you wherever you go. Evernote has allowed me to almost completely get rid of my paper notebook in the office and gives me constant access to notes from meetings, conference sessions, and outside research.  Since all of my notes are available on any device I feel prepared in every meeting, and I can even answer questions from people who stop me in the hallway and asked me what they missed in a recent meeting.

In order to start writing, all you have to do is click one button and start typing.  You can attach pictures and files to notes as well, so you have your important files with you wherever you go.  Also, when looking for particular notes, the search functionality in Evernote makes it easy to find them. http://evernote.com/

Evernote

Twitter - I’m sure you are all asking, how can social media make you more productive?  Social media has a stigma that it is counterproductive to productivity, but it is actually very powerful when used in the right ways.   Twitter is a very quick way to see what is going on RIGHT NOW in the lives of other nonprofits, your funders, and your constituents.  “Listening” on Twitter is important to stay in touch with the needs of your constituents, what other people are saying about your organization, and what other nonprofits are doing to get results. The best thing about it is each tweet is 140 characters (or less), and you can access it from anywhere.  My favorite places to check twitter are in line at the grocery store, riding the bus, or waiting for an appointment.

Twitter has been a mainstream social media outlet since 2007, but people are still trying to figure out the best way to use it.  When you are first starting out I suggest that you only follow a few people or organizations you are interested in hearing from, so you don’t go into information overload on your Twitter feed. You can check out Leslie’s post, Twitter 101, for the basics to get you off to a good start.   https://twitter.com/

Twitter

Now that you have a few apps to get you started, go out there and experiment!  Find the apps that are right for you and your work style.  I would love to hear your comments on the apps you love that make you more productive.

BrookeGrimesBrooke Grimes

Product Marketing Manager

I have had my eye on the Panera Cares café concept since its inception three years ago.  Would it be more than a cause marketing initiative or CSR campaign? Would it positively impact the communities it serves?  Would it be successful?  After hearing founder Ron Schaich’s present “Innovating Philanthropy: Panera’s Social Experiment”, I think the answer is yes to all of the above. In his presentation, he described his inspiration for Panera Cares cafes and the process of taking the idea and making it a reality.   What I walked away with (other than a good feeling about Panera) is a handful of lessons any nonprofit can use to help them innovate.

Study What Others Are Doing and Develop Your Own Approach

Ron knew he wanted to expand on the company’s philanthropic efforts, he knew he wanted to address hunger or food insecurity, but he didn’t know what he wanted to do until he learned about the SAME Cafe in Denver, Colorado.  He visited the SAME Cafe and many similar organizations to observe and learn how they deliver on their mission.   The result is the Panera Cares Café a “pay what you can” restaurant.  The menu lists suggested donation amounts, but every customer is served regardless of whether they are able to pay or not.  Ron took the concept of a community café and modified it to work for Panera.

Focus on the Experience  

Ron anonymously visited community cafes around the country as a customer.  He observed the total experience from the look and feel of the facilities to how diners hung their heads as they ordered.  He was motivated to create an experience in Panera Cares cafes that is “just as good as the one you pay full price for” at the retail store.   And, the experience is entirely Panera – as a guest at a Panera Cares Café you order off the same menu as a Panera retail store and the food, service and standards are all the same.  This was extremely important in order to create an experience that every customer would want and enable non-paying customers to “dine with dignity”.

Hone Your Skills, Perfect the Plan, Iterate Until It’s Right

When the first café opened in Clayton, Missouri Ron worked 80 hours a week running the café to learn and improve upon the initial concept.  He spent hours tweaking the way the café communicated the “take what you need, but leave your share” idea.  Initially customers ignored instructions because they didn’t understand the concept.  They have since modified their communications (it’s the “pay what you can” model) and added a greeter at the door to help walk customers through the process.  He also spent hours creating a custom “point of sale” system.  One that utilizes the technology to place the orders with the kitchen, but that totally and anonymously allows customers to give.  For any skeptics reading, Ron shared that 60% of the guests donate the suggested amount, 20% donate more and 20% donate less.

Don’t stop innovating!

Today there are 5 Panera Cares Cafes and they are all self-sustaining with money left over.  The Panera Cares Foundation is expanding and figuring out ways to do more.  In addition to addressing food insecurities, they are developing job training programs and focusing on at-risk youth.

Panera (the for-profit entity) has 1,652 bakery-cafes nationwide and had $2.1 billion in sales in 2012.  If you ask their employees, what their most proud of, it’s often Panera Cares.

Want more information on the “Experience” check out the Panera Cares reviews on Yelp.

3.5 Stars in Portland, OR  http://www.yelp.com/biz/paneracares-portland

4 Starts in Clayton, MO http://www.yelp.com/biz/paneracares-clayton

3.5 Stars in Dearborn, MI http://www.yelp.com/biz/paneracares-dearborn

3 Stars in Chicago, IL  http://www.yelp.com/biz/paneracares-chicago

4.5 Stars in Boston, MA http://www.yelp.com/biz/panera-cares-boston

headshotptPatricia Tynan

Sr. Marketing Manager

It’s no secret that we have evolved into a highly visual society.  Long gone are the days of sitting around the radio to hear the latest installment of your favorite tale.  As technology grows and evolves, so does the way we receive information. It is crucial to understand how your nonprofit can leverage visual technology to advance your mission.  In the first installment of “Visuals For Your Nonprofit” I discussed some great tools for creating engaging photos for your nonprofit.  In part 2, I’d like to talk about a few things to keep in mind when developing video content.

Know your purpose.  What do you hope to achieve with your video?  Are you looking to spread awareness about your cause, are you seeking donations, or possibly both? Knowing your purpose will allow you to focus your content toward your intentions. I suggest making multiple shorter videos if you have more than one purpose.  Shorter videos get more views and are more likely to be shared than videos that are longer.  If your video is intended for a live audience or a specific event, like a year-end gala, then a longer video with more detail may better suit your needs.  In this video, from Pawsitive Karma Rescue, they tell the full length version of their story, including goals, progress, success stories, the continued need for their organization, and how others can help by donating and/or volunteering.

Know your audience. Knowing who is going to or whom you want to watch the video will help you to present your content in a way that is relevant to your audience.  It’s likely that a video intended to engage teenagers should be very different from one intended for a more mature audience.

State your call to action.  Tell them exactly what you want them to do. This could be anything from “visit our website to learn more” or “write a letter to your local congressman,” to “donate now” or “become a volunteer.”  Whatever the call, be sure to sate it clearly and include relevant links.

Choose music wisely.  Whether you decide to go with original music or popular music, you should select something that fits your purpose.  Keep in mind that music has the power to affect the listener’s emotions.  Videos that are meant to raise awareness and generate donations for a cause in need might benefit from a more somber song (cue Sarah McLachlan song and sad puppies), but if your goal is to highlight the positives your organization has achieved in recent months, then something more upbeat would be suitable. Either way you will want to be sure you are following copyright laws.  Here’s an article on how to use a feature called audio swap on YouTube that allows you to swap your (copyrighted) music for something that is legal and free to use. http://google.about.com/od/googleblogging/qt/audioswapqt.htm

Keep it simple.  When you are first starting out with video, don’t be afraid to stick to the basics.  You can take your best photos, add text, and set it to music fairly easily in most video editing programs.  In fact, sometimes this simplicity is the most effective way to share your vision.  Take this video from the Indian Land Tenure Foundation, for example.

Or this one from Campaign for Equal Justice

Both of these Organizations did a great job utilizing the resources they had available to create wonderful videos.

With these five things in mind you should be ready to start brainstorming ideas and creating those videos.  You don’t have to hire a professional to produce good content.  There are tons of free video editing programs out there… the main one being Windows Movie Maker.  It gets the job done and is useful for beginners, but use whatever you feel comfortable using as long as you put yourself out there and give it a try.

Special Thanks to Pawsitive Karma Rescue, Indian Land Tenure Foundation, and Campaign for Equal Justice for sending me links to your fabulous videos!

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Leslie Ziegler

Social Media Specialist

Not all internet-enabled devices are created equally, especially with regard to how content is viewed on each tool. For instance, we all know that the way websites appear on desktop computers is vastly different than how they look if we’re browsing on our smartphones.

As such, many industry insiders are calling on nonprofit organizations to optimize their web pages so they can be easily viewed on a variety of screen sizes, from the smaller cellphone options to mid-sized tablets and others. This should help to maximize the amount of funds they receive. If potential supporters go to make a donation on their smartphones but have to zoom in or scroll to properly read the text, they will probably abandon their efforts.

Wayne Elsey Enterprises suggested that every nonprofit ensure their website can be easily viewed on desktops, laptops, tablets and smartphones alike. Moreover, texts on such tools should be concise so it appears properly on all screens.

Many organizations are taking this advice to heart. For instance, before launching the new kff.org, the Kaiser Family Foundation made sure its pages were viewable and easily searchable on nearly any device, so as to make things easier on donors and other interested parties.

As foundations tap into emerging digital channels to raise funds online, they can benefit from nonprofit fundraising software that tracks incoming donations and quantitatively measures the success of their efforts.

Join us for our webinar, 13 Things Your Nonprofit Website Needs in 2013. We will share the 13 things you must do (or stop doing) in 2013 to grow your online presence and effectively engage, inspire, motivate and mobilize your web audience. Takeaways:

  • Learn how to evaluate your current website and identify areas for improvement
  • Learn best practices for website development based on successful nonprofit websites
  • Practical ideas you can implement right away to improve your website, with clear examples of each

Link to the webcast: http://www.nten.org/events/webinar/2013/05/09/webinar-13-things-your-nonprofit-website-needs-in-2013

 

JSquillace_14thumbnailJamy Squillace

Product Manager

I’m pleased to announce that Version 2013 of Sage Grant Management is available.  Version 2013 contains a great deal of improved functionality and additional enhancements designed by users and industry experts. Our goals with these improvements are to allow your team to work together, make sure you have visibility into the grant process, and to increase integrations with Sage 100 Fund Accounting.

Some of the new features include:

“Ticklers” to help you and your team, stay on time and accountable.  Send milestones, tasks, and events to your primary calendar.  Assign ownership & define custom grant team roles.

GM2013Reminders

There are a number of new reports available that will enable you to report milestones by grant, funder history and grant status.  Below is an example of the Milestone Detail Report.

GM2013MilestoneDetail

We’ve made enhancements to help you easily and quickly access information - saving you time.  Check out our advanced search for grants.  View funding organization details or program funding details from within a grant.

More importantly we have enhanced the integration with Sage 100 Fund Accounting, providing your even more financial visibility.  You can …

  • Export revenues and expenditures to Excel or PDF.
  • Create custom GL categories.
  • Flag confidential GL categories to hide detail.
  • Distinguish encumbrances from expenditures when reviewing revenues & expenses for grants and programs.

GM2013FnclVisibility

Sage Grant Management is now easier to use.  Configure user preferences, track primary contacts & employers and maintain editable fields.

GM2013Dashboard

Want to learn more or have questions? Check out one of our weekly demos of Grant Management here or enter your email address in the comments and I will follow up with you.

Kathleen_headshot_KDHKathleen Denyer Hall

Associate Product Manager

I was talking with a coworker about this month’s blog topic which is “Sustainability”. There is a lot to say on the topic, but as I got to thinking about it I realized perhaps we really need to think about what sustainability is.

By the Book – relating to, or being a method of harvesting or using a resource so that the resource is not depleted or permanently damaged for future generations.

From a non-profit perspective, I would say that it means “How do we make sure we can continue our mission forever”. Sounds simple enough. Find out how to run things well and don’t bite off too much at once, but as I continued to think about it I realized that sustainability is much more than that.

Nothing, not life, not the earth even the stars will last forever. In time everything collapses and becomes something else. Most of what we think of as matter was originally forged by stars and scattered throughout the galaxy upon their destruction.

Are organizations any different? Should we be striving to swim against the order of the universe or should we instead ride with it and accept the transformations? History is full of stories of rise and fall, and for a select few, rising again.

Sustainability

Sustainability is more than making sure we can do something forever because in time something will bring an end to things as we know them. When we think of sustainability, we must also think about transformation and what we become after the change. The world does not sit still; challenges, opportunities and problems we face today could not even have been conceived a century ago. Sustainability means looking forward into the near and intermediate future and having a plan of what to become in that future, and in some cases adapting to a sudden and complete change that happens today.

Sustainability is more than careful use of a resource so that you still have some for tomorrow. It also means recognizing and preparing for what you can do with that resource when (not if) tomorrow becomes a very different place.

DSC_5179Tom Tweedel
Sr. Customer Support Analyst

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