Chris Bernard's blog

In Search of Better Data About Nonprofits' Programs

What are we really asking for when we require nonprofits to produce data on performance, effectiveness and impact? While the surface logic is clear – we need to know this information – the full context and set of assumptions surrounding the request bears closer examination.

Our Executive Director and Founder, Laura Quinn, recently posed this question to the community and shared her thoughts on answering it over on the Markets for Good blog. We believe this is the beginning of a great conversation. Click through to read it, and let us know what you think. 

There's an App for That: New Article Up Today

Sometimes it seems like everywhere you go, everyone is talking, texting, or surfing the web on their phones: airports, beaches, zoos, sidewalks, even at restaurants. You're not imagining it--85 percent of Americans own cell phones, and more than half of them use those phones to access the internet. They've truly changed the way we live, from how we find directions to how we communicate to how we use Google to settle bar bets.

As people become more accustomed to mobile phones, and more reliant upon them, nonprofits need to find new ways to use that technology to reach their constituents or risk being left behind. So how can  you tap into this trend? 

Idealware's research intern Tyler Cummins looked into the matter in an article for the NonProfit Times, originally as a special report in the March 1, 2013, print edition. Read it in its original format here, or on our site here.

 

Electronic Health Records and Small Nonprofits

This guest post was written for Idealware by Jennifer Amanda Jones, who has a Master's in Nonprofit Management and Leadership and more than a decade's experience with nonprofits including health, economic development, and educational 501(c)3s of all sizes. She currently consults to nonprofits, specializing in social media policies. For more information, visit http://jenniferamandajones.com.    

Many nonprofit health care organizations are scrambling to meet the Electronic Health Records (EHR) requirements established by the Obama Administration. In the process, they are spending large amounts of money and, by nature of the change, revamping core elements of their practice. Some smaller nonprofits, weary of high costs, are hoping their size will offer an exemption. No such luck.

It appears that any organization that wishes to receive or continue to receive federal funds for providing health care services must use EHR and, to add an additional layer of complexity, in order to receive full payments, they must demonstrate what is called "meaningful use."
 
While the exact description of what qualifies as meaningful use varies depending on the types of services provided, it is somewhat revealing to know  that for each meaningful use objective the government has outlined its definition, any related terms, offered an explanation of how to qualify for an exclusion and even explained how to calculate it. This means that before you transition to EHR, you know exactly how your organization will be expected to measure success.

 

Before you Transition

 

In addition to the hard costs of hardware, software, training, scanning hard copy records, and more, the transition can have unintended consequences. Providers may resist the conversion and quit. HIPAA privacy policies must be revisited; and, because of the digital breadcrumbs, breaches in privacy are more likely to be identified and attributable. Staffing needs shift from low-skilled file clerks to higher skilled Information Technology staff. 

Funding is one of the top concerns for nonprofits. The Centers for Medicare & Medicaid Services offer an EHR Incentive Program that provides incentive payments to eligible hospitals and critical access hospitals (CAHs) as they make the digital transition. These payments can range from $44,000 for eligible professionals to more than $2,000,000 for eligible hospitals for Medicare and $63,750 and more than $2,000,000 respectively for Medicaid providers. The Health Information Technology for Economic and Clinical Health also offers transition funding.

A second major concern is selecting software. The federal government has listed a number of certified programs which are required for those participating in the EHR Incentive Program. Take note. By virtue of the government’s endorsement, these programs will most likely also be the programs most utilized by other nonprofit health care providers.

Resources:

There are a number of resources available to nonprofits in this process. Here are a few which might be of particular interest.

If you are a nonprofit struggling to begin the daunting digital conversion, take comfort. We have watched many organizations transition and, while there are always bumps in the road, the process often yields a much higher quality of patient care and staff satisfaction. 

 

Twitter in the Charm City

This guest post was written by Kate Bladow, Founder & Strategist at Powered Pursuits.  

 

In Baltimore, Twitter is a popular tool for meeting new people and tracking local news, especially among the Creative Class. However, there's an assumption that a significant portion of Baltimore isn't using Twitter, including the many people who reside in low-income neighborhoods.
 
Dave Troy, founder of 410 Labs and the creator of Twittervision, decided to test this assumption. About 2 to 4 percent of the tweets, or posts to Twitter, from the Baltimore area are associated with a location. (A Twitter user has to opt in to providing location information.) Since late August, Dave Troy has been archiving and publishing these tweets as a text file that can be read easily and a JSON (JavaScript Object Notation) file for developers.
 
A quick review of the data suggested that the assumption about who is and who isn't using Twitter is wrong. To get a better look at patterns, Dave asked the Baltimore technology community to help him analyze the data. Another Baltimore entrepreneur and co-owner of Charm City Networks, Chris Whong used Dave's archives to create several maps:

 

  • the tweets and the location where they were posted;
  • the shortest and longest paths of people who tweeted from multiple locations; and
  • all of the paths of people who tweeted from multiple locations.

 

A few other visualizations were created as well:

  • a video showing how people move around Baltimore based on their tweets (Dave Troy);
  • a video following a specific person's tweets around Baltimore (Shea Frederick);
  • a tool that maps the path of a specific user based on his or her tweets (Shea Frederick);
  • a map of tweets where the Baltimore Orioles are mentioned (Dave Troy);
  • a map of the tweets from August 27 to September 6 (Dave Troy); and
  • a visualization of the words that were used and how frequently (Chris Whong).

 

The result: people are posting to Twitter from across the city. (To see this, choose the option to show income data on Chris' map.) Apparently, people in low-income neighborhoods are using Twitter and at a rate that appears similar to that of other Baltimore neighborhoods.  For Baltimore nonprofits this means that Twitter may be more effective tool for engaging with Baltimore's low-income communities than previously thought. Beyond their typical use of Twitter, an organization might try the following ideas.

  • Identify people in underserved neighborhoods and build relationships with them to connect with those communities.
  • Target a neighborhood where a specific problem is known to exist, watch for tweets from that neighborhood referencing the issue, and connect with that person to learn more or help solve the problem.
  • Watch for opportunities to use the data to learn more about specific events or issues. For example, Dave was interested in how the Grand Prix affected neighborhoods outside of the Inner Harbor, so he mapped specific posts that referenced the Grand Prix. (Hosting the Grand Prix has been a controversial issue in Baltimore.)

 

Most of you probably don't live in Baltimore, so this data has limited utility for you, but Dave Troy has made his code available to others, so that they can replicate this project for their communities. You can find it on GitHub: Capture tweets for a given lat/lon bounding box and Parse tweets from baltimore.twittervision.com. Chris Whong has already put it to use for New York City.

But there's a bigger lesson to learn from this project: Many communities have people who understand technology, are invested in making their community better, and may already be working on projects that your organization doesn't likely have the resources to try. To find them, check out technology meetups, find your local Code for America Brigade, talk with local technology councils, or use Twitter. People like Dave Troy, Chris Whong, and Shea Frederick likely exist in most larger cities. You just need to find them.

(Hint: If you are in Baltimore, find them by joining the Baltimore Tech Facebook group or coming to Groundwork, an event about using data to make Baltimore better.)

 
Kate Bladow, Founder & Strategist at Powered Pursuits, helps nonprofits and social changemakers understand, implement, and evaluate technologies that help them meet their missions. Previously, Kate worked for Pro Bono Net, where she helped legal aid programs and courts develop LawHelp Interactive document assembly projects, and for Montana Legal Services Association, where she helped to launch MontanaLawHelp.org, a legal information website for the public, and MontanaProBono.net, a website that supports legal aid and pro bono lawyers. She is a member of the Wide Angle Youth Media Board.
 
 
 

 

Facebooking for Office: How Social Media Inspires Voters

You may have heard there's an election next week. Campaigns have changed over the years, and will continue to change as new means of reaching voters are developed. What role does social media play in elections? OnlineCollegeCourses.com put together this interesting and timely infographic. We're grateful for permission to share it.

 
Facebooking for Office Infographic

Social Media for Social Good: An Infographic

This is a repost from an entry that originally appeared at http://onlinempa.unc.edu/social-media-for-social-good-infographic/, UNC Chapel Hill's MPA program website. Shared with us by Logan Harper, the program's community manager, who helped create the graphic, we're grateful for the chance to share it with our audience.

Social media—through which users create online communities to share information, ideas, personal messages, and other content—is a powerful and accessible tool. With free online tools such as Facebook, Twitter, andGoogle+, governments, nonprofits, corporations, and individuals all have the ability to communicate their messages and participate in conversations with a global audience. Social media allows nonprofits and groups promoting social causes, even those with limited budgets, the opportunity to magnify their voices. In our hyper-connected world, individuals have the tools to effect change, raise millions of dollars, find volunteers, and make a global impact.

In our new infographic, Social Media for Social Good, we profile several successful grassroots and nonprofit campaigns, explain tactics that increase the impact of a message, and explore emerging trends in charitable giving and volunteering. Highlights include:

Making a Global Impact

  • The day following the Haiti earthquake of 2010, CNNsuser-generatediReport had 1.4 million page views.
  •  Twestival, a global offline event supporting various nonprofits, raised $1.75 million in 45 countries.

 Giving Back

  • One in five adults in the U.S. has donated to a nonprofit online.
  • TweetDrive 2011 harnessed the power of Twitter to organize 38 in-person events in which people donated more than 4,200 toys.

Social Media For Social Good
MPA@UNC: Online MPA

New Heller Report on Donor Management Apps

 

If you've not yet seen it, the fine folks over at Heller Consulting recently published their report, The New World of Donor Management Apps for Nonprofits, providing an in-depth review of top fundraising applications built on the Salesforce.com platform. 

"Nonprofits today have an exciting new world of donor management applications to choose from — many of which are developed as Apps on the popular Salesforce.com platform. But with so many choices, how do you make the right decision for your organization?"

In this report, they review the top five donor management apps for nonprofits, including Affinaquest™ by Affinaquest, Causeview™ by Breakeven, Luminate CRM™ by Blackbaud, Nonprofit Starter Pack™ by the Salesforce.com Foundation, and roundCause™ by roundCorner, looking closely at:

  • What makes each App unique
  • Important things to consider before adopting each product
  • What types of organizations are a best fit for each product

 

Click through to the Connected Cause website to download the free report now.

Deciding the Fate of Outdated Content: To Update, Redirect or Rewrite?

For better or worse, we are witnessing a race to fill the Internet with information. Millions of pages are added each day at a rate far greater than they are removed, leaving lots of outdated content for people and bots to crawl through. Old info provides an unfavorable user experience, but is simply removing it from the website or search engines the best alternative? Find out in this guest post by Andrew Garberson, a non-profit SEO consultant at LunaMetrics.

The answer is no. And if the old page in question has inbound links, social shares or other SEO value, the answer is NO! For starters, deleting a page with oh-so-valuable links turns them into orphans because they point to a nonexistent address. Any SEO benefit derived from them is gone, leaving them to wander the world alone (and unlike Annie, they’ll never find their Daddy Warbucks).    

Take a look at a client of mine, who we’ll lovingly refer to as XYZ.org. It is a midsized advocacy organization that frequently adds content to stay current. Their longstanding practice was to delete old pages from their site, making way for the new and newsworthy. Then they met me. A quick glance at Google Webmaster Tools showed that they had about 100 broken URLs that resulted in 404 errors.

 

To make matters worse, those 104 pages had attracted several hundred inbound links that suddenly never made it home. All of that SEO credit was tossed to the curb.

Sometimes webmasters prefer to de-index old pages so search engines do not display them in the search results. That doesn’t exactly get me giddy, either. De-indexing old pages keeps them away from potential visitors, but it also keeps them away from potential visitors! See the problem? Cutting away at organic search traffic is never good for business.

So, if deleting content is not an option, and neither is removing it from the index, what’s a SEO-savvy webmaster to do? Well, you have come to the right place. Here are three healthy alternatives to consider.

  • Update the information. Perhaps a page has been live for several years and it is starting to show its age. The dates have long since come and gone and procedures and price points reflect different times. After all, a lot has changed in the business world since 2008. Simply revise the content to reflect current happenings. Small corrections do not impact on-page metrics so no need to fear a fall in ranking. Search engines will barely notice. Unless, of course, those little corrections are, say, in the title and headers. If that’s the case, it is probably best to consider a 301.
  • Apply a 301 redirect instead of making big changes to title tags or large portions of content. 301 permanent URL redirections automatically shuffle visitors to a more applicable page and send with them most of its predecessor’s page authority. A redirect is perfect for a retired executive’s profile. It likely accrued lots of links over the years and it would be a shame to let them go to waste. A 301 permanent redirect to the directory of managers or the executive’s replacement would serve the website (and all of its visitors) very well. For more general pages, however, a redirect might not seem appropriate. It would make more sense to simply create all new content under the existing URL. 
  • Write new content. Widgets were not selling well so the company decides to go in a different direction. These big changes can’t be made by updating tidbits, but the URLs and brand can be left as-is. It’s time to rewrite. Wipe everything clean but the URL, leaving the inbound links intact, and start from scratch: newly optimized title tag, appropriate Meta description and fresh content. It might not be the best option because search engine results and ranks will change, but all of those authority-building inbound links are spared from the orphanage, which is better than what would happen if you delete entire pages.

Moral of the story: don’t abandon accrued SEO credit. Never ever. Condemning links to a life of solitude on the street is neither good for you nor society. So, do your part and keep this world a better place.

For more insight from Andrew, read his article about SEO tips for non-profit blogs.

Project Management Tools That Nonprofits Should Know About

This is a guest post written by Ryan Sauer, a writer and editor for Bisk Education in association with University Alliance. He actively writes about project management and leadership in different industries and strives to help professionals succeed in getting their PMP certification online.

Most nonprofits face a challenge many large corporations don’t—a lack of “manpower.” While large corporations or businesses are able to designate specific roles to individual people, it’s common for nonprofits to designate multiple responsibilities to each team member. As a result, adept project management becomes crucial to reach the organization’s goals efficiently and effectively. 

There are a number of applications that can help with project-related tasks, including the following (note that they’re all Cloud-based, which means you don’t need to install them, but you do need an internet connection): 

Project Scheduling

 

Gantter Project – For a simple-to-learn solution that fits into your budget, consider this a clean and simple project management scheduling tool that allows users to share project schedules and invite others to view or edit project schedules together. (Cost: Free) 

 

Communication and Collaboration

 
Glasscubes – If you need more than basic project scheduling, this app lets you collaborate within created workspaces called Glasscubes, communicate seamlessly, and share documents effortlessly with cloud server support. Other features include built-in conference calling, email and lead tracking, and customized reports. (Cost: Free for basic plan, upgraded monthly plans are available)
 
 
Time Tracking
 
gTrax – If you are required to manage and record the time spent on specific projects, this service lets you input time and resources spent on project tasks. gTrax is designed to enhance project management processes by creating an integrated system for time recording and reporting. (Cost: Free up to three users, then a monthly fee per user)
 
 

Brainstorming and Mind Mapping

 
WiseMapping – Optimize and keep track of brainstorming ideas with WiseMapping. This web-based mind mapping tool leverages a combination of Web 2.0 and customization features that can provide seamless visual collaboration among members of your team. (Cost: Free!)
 

Diagrams and Flowcharts

 
Gliffy – This web-based app allows users to create diagrams and flowcharts from scratch or templates., and lets them collaborate, share and track changes with anyone. (Cost: Free for a single user, standard and pro plans available).
 

Wrapping it Up

One of the most important rules of project management is to establish and maintain a high level of communication between team members, including all stakeholders. Tools like these can help improve communication and prevent things like scheduling from becoming more confusing than they need to be.
 
Simplified communication can bring everything into focus for the entire team and help make your project a success, moving you closer to your organization’s goals.
 
 

 

Blackbaud Weighs In on Common Ground

In light of the recent announcement that Blackbaud would be retiring its Common Ground product, and the conversation that generated in the nonprofit community, we thought it would be a good idea to provide a few answers to some of the questions we’ve been hearing. Jana Eggers, Blackbaud’s Senior Vice President of Products and Marketing, was kind enough to weigh in.

First Jana wanted to clarify that the announcement only affects organizations using the Common Ground product, not Blackbaud’s Common Ground Enterprise or Luminate products. You can determine the product version of your Common Ground application by looking under the Quick Help section in the left sidebar within the application itself. Affected Common Ground clients are on versions 4.0 and above.

We asked six questions. The following responses are unedited, though we did ask Jana to clarify twice when we thought her answers were vague. We appreciate her taking the time. Note that Idealware is not endorsing any of Blackbaud’s statements reflected in this post—we’re simply sharing them with our readers.

 
1.      Common Ground seemed to hold a specific, useful niche in the CRM space, and at Idealware, we’re disappointed to see it go. In light of its viability in this market, why did you choose to retire this particular product?
 
After the acquisition of Convio, the combined team evaluated our full product portfolio. For fundraising and CRM products serving small- to mid-sized nonprofits, this meant looking at Common Ground, eTapestry, and The Raiser's Edge. In three months, we reviewed the solutions, evaluated current customer usage, looked at industry reports, and talked to customers about their future needs – all efforts focused on determining which solutions would most drive success and satisfaction for nonprofits.
 
It was a difficult decision, as all of the solutions have strong presence and benefits. And, the Salesforce.com platform was one clear benefit of Common Ground.  In the end, the decision netted down to:
·         Decreasing the number overlapping products. We could not define a clear market for Common Ground that did not almost fully overlap with eTapestry and The Raiser’s Edge.
·         The amount of investment needed to bring Common Ground to the state customers expect from a full-featured fundraising and CRM solution. It is at an earlier stage than our other two products.
·         Number of customers impacted. eTapestry has over 10,000 nonprofits using the product. Common Ground has about 400.
 
And we also had:
·         eTapestry with a proven track record of providing a simple, easy to use, and affordable solution for over 10,000 nonprofits. 
·         The Raiser’s Edge as the market leader for nonprofits and provides the most complete solution for a nonprofit's fundraising and CRM needs, being used by over 13,000 nonprofits.
·         eTapestry and The Raiser’s Edge with integrated Internet capabilities and add-on solutions, and a robust partner and cohort network to lower the cost of deployment and use.
 
Minimizing the number of customers impacted by any decision and maximizing our customers’ ability to be successful was the key part of our decision.
 
We are working with all Common Ground clients to discuss their specific options moving forward.
 
2.      If Blackbaud felt Common Ground was extraneous, it stands to reason that other products in your line are similarly extraneous—what does the future hold for Luminate CRM, Sphere CRM or other related products in the Blackbaud line?
 
Extraneous is not how we felt about the product. This was a difficult decision and we did not take lightly the impact we would have on customers or partners. The decision came down to us being able to better serve the nonprofit industry by focusing on eTapestry and The Raiser’s Edge in this area.
 
This is not new for us, though some have argued we haven’t done it enough. Sphere CRM is one example of how Blackbaud has refocused a product. After our acquisition of Kintera in 2008, we went through a similar review process and decided to focus that product on the peer-to-peer fundraising space and to stop offering it as a CRM product. Since then, the vast majority of customers who were using the Sphere CRM functionality have moved to other Blackbaud products and are much happier than before.
 
Regarding Sphere, again, we looked at customer impact and market served in this review. Sphere supports over 3500 customers, and specifically serves small to mid-sized nonprofits well. Team Raiser supports larger nonprofits well for their peer-to-peer fundraising needs. The markets are distinct.
 
Regarding Luminate CRM, we are committed to the Salesforce.com platform. We see a group of organizations adopting the platform – a psychographic more than a demographic, in this case. We believe that for those organizations, the Salesforce.com platform is the right solution and we want to support them with the best nonprofit-specific solution on that platform. We have a roadmap for Luminate CRM’s continued development and are integrating it with other Blackbaud offerings, like Blackbaud Direct Marketing and Blackbaud Merchant Solutions. We believe the Salesforce.com platform will continue to play an important role in the nonprofit industry and we will continue to develop on it and integrate our products with it.
 
3.      The result of this action is that Blackbaud is consolidating product. In the Content Management Space, you currently have three tools: NetCommunity, Luminate CMS and Sphere CMS. Do you plan to retire some of these products to consolidate that line, as well?
 
Blackbaud has solutions in the online fundraising and engagement space which requires a certain amount of content management functionality to support those needs. Most of our clients use these products in conjunction with another CMS.
 
Let me explain the different markets the products you mention serve:
·         Blackbaud NetCommunity only works with The Raiser's Edge and Education Edge. It is optimized to work with these Blackbaud solutions, but it is not a standalone internet marketing and fundraising solution.
·         Luminate Online, while integrated with Luminate CRM and soon to be integrated with The Raisers’s Edge, is a standalone solution. This serves the needs of nonprofits that want to start with internet marketing and fundraising independently of their CRM solution.
·         Sphere (as covered above in #2) serves the peer-to-peer fundraising needs of small and mid-sized nonprofits.
 
4.      What is Blackbaud’s vision for Common Ground users in April 2014 when the product is discontinued? Will the system be turned off? Should users be looking to migrate to a new system now?
 
First, there is no immediate disruption to Common Ground customers. They do not need to migrate now. We are working with each customer to build individual plans to migrate them efficiently. These plans will include incentives such as implementation, conversion, and comparable pricing.
 
Although we hope that all of our Common Ground customers will move to another Blackbaud solution, we recognize that some may want to pursue other options. We are committed to treating every Common Ground customer, regardless of their choice, with the sincere and thoughtful care they deserve.
 
As a summary:
·         Before March 31, 2014, we will work with each Common Ground customer to support their migration to another solution.
·         We will not extend current contacts ending before March 31, 2014 past March 31, 2014.
·         We will continue to fulfill our contractual obligations to clients with valid contracts past March 2014 through the end of their contract.
·         After March 31, 2014 or the end of the contract with a specific customer, whichever is later, that customer’s users will not be able to access the Common Ground package, the support portal, or external applications that run Common Ground Fundraising, like online forms.
 
We will be addressing questions collected from the Common Ground community during our upcoming Common Ground Town Hall meeting and encourage people to attend for the latest updates.
 
5.      Is Blackbaud considering making Common Ground available to users beyond the sunset, or retirement, date by either extending the managed package licenses indefinitely, making Common Ground available as a no-cost, unmanaged package through the App Exchange or another platform, and/or releasing the Common Ground code under an open source license?
 
We will not be offering options like these because we don’t believe they are ultimately in the best interest for our customers.
 
6.      As you think about the Blackbaud roadmap and continuing to innovate your products, how will you decide what innovations to take on?  As you have a number of different products on different platforms, does your roadmap involve concentrating on specific products, integrating product together, or somehow trying to build features that enhance a number of your products at once?
 
To drive product decisions, we consider many aspects: customer needs, opportunity fit, market and product status, and a business analysis. Consideration of platform is part of this analysis, but not an overriding factor.
 
To drive innovation, we use a Discovery process to go deeper into the customer needs and drive to an understanding of how we can solve those needs well. Product experts across engineering, product management and user experience work together to accomplish this. As an example, it is not uncommon in this process to talk to 30 clients and iterate on 25 prototypes before writing a single line of code. If you want to read more about the general methodology we follow, check out Inspired: How to Create Products that Customers Love.
 
And we are absolutely interested in making sure products that should integrate together do -- like we have with The Raiser's Edge and Blackbaud Net Community, Blackbaud CRM and Blackbaud Internet Solutions, and in the future both The Raiser's Edge and Blackbaud CRM will integrate with Luminate Online.
 
Our guiding principle for our products is for nonprofits to say: ”Because of Blackbaud I spend more time on my mission.”
 
 

Jana also agreed to field a limited number of follow-up questions from the comments, so if you’ve got one to ask, fire away. Idealware will choose two or three to pass along.

Syndicate content