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Report meetings are the key to better fundraising campaigns

head in sandIf I’ve seen it once, I’ve seen it over and over again. An organization puts the right people around the table and engages everyone in developing the right written plan for their fundraising campaign or event. They recruit the right people in the right way to work pledge cards or solicit event participants or secure sponsorships. They even go about assigning prospects/donors to volunteer solicitors very effectively. And then it happens . . . solicitation materials are distributed and everything comes to a screeching halt.

Why does this happen?

In my experience, the following principles must be in place for volunteer solicitors to thrive:

  • The campaign must feel well-organized
  • The case for support must be mission-focused and consistently messaged
  • Volunteers must be trained and feel supported by staff
  • There needs to be a written plan, and those asked to implement it needed to have some part in developing it
  • A sense of urgency (positive tenacity not crisis or consequence focused) needs to be genuinely felt by everyone
  • Everyone needs to feel accountable to doing what they said they would do

Having two or three of these principles in place isn’t good enough. If you lack one of these “engagement principles,” your fundraising efforts are likely to experience a hiccup of some sort.

One strategy that helps with two or three of the aforementioned bullet points is integration of routine “report meetings” throughout the duration of your campaign timeline.

What is a report meeting?

NegociateUpScale_crop380wA report meeting is simply a face-to-face meeting of volunteer solicitors, who come together to report their progress to each other.

How these meetings are facilitated is important. An ineffective report meeting is when volunteers give a simple report comprised of a few broad statements. Here is an example of such an ineffective report:

I’ve called a few of my prospects, and left voicemail messages, but no one has called me back yet. I should be able to get all of my initial calls done by some time next week or the the week after.

Effective report meetings are:

  • Facilitated by one person (which can be a staff person or the volunteer chair of the campaign)
  • Volunteers are asked to give their report one at a time
  • Volunteers go through their list of prospects/donors one at a time and provide a short progress report on each prospect
  • The entire team is invited to provide suggestions, offers of assistance and encouragement at the end of each volunteer solicitor’s report

Here is an example of an effective report:

Last week, I called Sally and set-up a lunch meeting with her for this Friday. Yesterday, I met Joe and his wife at their lovely home and asked them to consider increasing their pledge from last year. They need some time to think it over, and I have a follow-up meeting schedule with them two weeks from Wednesday. As for John, I’ve called him three times both at home and the office, and he isn’t responding. If anyone sees John this week, please give him a friendly nudge and encourage him to give me a call.

Keep these meetings focused and organized

focusIf you’ve recruited the right volunteers with the right skill sets and experiences to work on your fundraising campaign, then these people are likely very busy.

There is no better way to disengage a busy person than by wasting their time. So, these report meetings need to be well-run and efficient.

One person designated as the facilitator can keep the meetings on track, gently move the group along if they end up off-track, and give the entire experience an organized feeling.

Create a sense of F-U-N

Yes, busy people typically dislike nonsense in their meetings, but there are ways to still have fun without it feeling like a waste of time.

One way I’ve seen fun injected into report meetings is by using a campaign theme to organize the report meeting.

For example, I once saw an annual campaign adopt a horse race theme. They met at the racetrack. Each volunteer solicitor was assigned a paper horse on a paper racetrack hung on the wall. There were point values assigned to various activities (e.g. securing a meeting, making an ask, securing the pledge card, etc), which translated into how far your horse moved along the track.

Of course, there were fun prizes and recognition involved in this friendly competition.

I’ve seen these strategies range from highly organized — like the one I just shared — to very simple (e.g. rewarding the number of completed pledge cards turned in at the meeting).

Whatever you decide to do, a little bit of fun can go a long way in making these meetings palatable for busy people.

Integrate mission into the meeting

missionWe need to keep in mind that no one likes fundraising just for the sake of getting their friends to give them money. The reason volunteers sign-up to do what many people consider difficult and intimidating is because they are truly bought into your mission.

So, use these report meetings to remind them of why they agreed to do this in the first place.

This can simply be done by dedicating two or three minutes at the beginning of each meeting to a mission moment. It shouldn’t be too long and can be as simple as a:

  • testimonial
  • short story
  • video

Recognition is important

If your report meetings start to feel like beatings, then people will stop coming. In order to avoid this phenomenon, one of my clients started having a little fun with their recognition items. The following pictures are just two examples of inexpensive and creative recognition items you can use.

report meeting1     report meeting2

If the pictures are too small, hopefully you can see that the recognition items are as simple as a bag of Goldfish Crackers and a package of Reese’s Pieces with cute puns attached that recognize the volunteer’s accomplishment. What fun!!!

What if people cannot attend?

I’ve seen a few organizations successfully pull off report meetings via conference call, but not very often. Why? probably because it is too difficult to instill fun, mission-focus and urgency into a phone call. If you want my opinion, I prefer in-person meetings.

If someone absolutely needs to miss a meeting for a good reason, you should ask them to send a written report to be read at the meeting. But these absences need to be rare. Otherwise, everyone else ends up backing out of future meetings.

The best way to ensure good attendance is to set expectations up front during your initial recruitment visit. Clearly explain what you are asking of the volunteer and include report meeting attendance as of those expectation. It is best if you can actually share those meeting dates with the volunteer prospect during the recruitment meeting. (This should also be included in the written job description that you will leave behind after your initial meeting.)

For those potential volunteers who tell you upfront that they are happy to help, but cannot make your meetings, I strongly suggest you thank them for their consideration and not take them up on their offer. Obviously, don’t scorn them . . . but explain how important report meeting attendance is for success and then suggest a different opportunity for them to be involved in the campaign or your organization.

What does your organization do from a campaign strategy perspective to help create accountability, urgency and engagement from your fundraising volunteers? If you’ve used report meetings as a strategy, then what best practices have you used? Please share your thoughts and experiences in the comment box. We can all learn from each other.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC!/eanderson847

Do we need a death penalty for non-profit organizations?

Have you ever watched something on television that made you so angry that you stewed about it for hours on end? For me, this happened last night while channel surfing, and I caught a news story on The Rachel Maddow Show on MSMBC titled “A Special Place In Hell“. This 17 minute story talked about people who use non-profit organizations as a front to scam donors out of their money

If you didn’t catch Rachel’s report and you have a few minutes to burn today, then click here to watch her report or click the graphic below.

rachel maddow

Every non-profit professional should be fuming this morning because all of our brands get damaged when atrocities like this are perpetrated against donors.  This story should also prompt a lot of questions. For example, I find myself scratching my head and asking:

  • Is there a watchdog keeping and eye out for things like this?
  • If you think the IRS, Guidestar and Charity Navigator are those watchdogs, then are your expectations of those organizations unrealistic?
  • Should there be a watchdog?
  • Does the IRS need to get more involved in compliance and monitoring issues? If so, who pays for THAT?
  • Should the non-profit sector get more serious about policing itself? If so, what does that look like?
  • Should Congress enact legislation that focuses on improving transparency and accountability for non-profit corporations (a la Sarbanes Oxley post-Enron)?
  • Should Congress pass a Donor’s Bill of Rights? (After all, there is similar legislation protecting people who fly on airplanes)
  • Should there be a death penalty for non-profit organizations that violate certain laws and perpetrate fraud against donors?

I could go on and on and on with the questions buzzing through my head this morning, but I think I will stop and invite you to share some of the questions you might have. Please use the comment box below to share your question. Or please feel free to use the comment box to share an opinion on one of the questions I’ve posed.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC!/eanderson847

Nothing up my sleeve! What about yours?

I started this week off by talking about government funding for non-profit organizations and how it might not be all that it appears to be. We transitioned mid-week into a discussion about executive compensation and now we’re ending the week totally focused on non-profit transparency. These topics are all related and go together as well as peanut butter and jelly. However, the issue of non-profit transparency still seems to be a murky subject for many of us including me.

What is transparency? How far should a non-profit organization go with transparency (e.g. should the executive director tatoo their salary on their forehead)? What are the best ways to share a large volume of organizational information if it wanted to be 100% transparent? I don’t know about you, but the more I think about this topic the more questions I seem to end up with.

I recently ran across a great blog post by GuideStar that dates back to November 2006. They asked their readers to define transparency, and I found a number of very interesting ideas. You should click the aforementioned link and read the post. Here is one of my favorite thoughts on this subject from one of their readers:

“. . . everything we do must be clearly understood and open to review and thoughtful discussion by all stakeholders to gain their complete confidence and respect.”

While getting a clear idea of what we’re talking about is important, it becomes equally important to wrap your arms around how to achieve organizational transparency. I’ve had a number of random thoughts about what I might do differently if I were on the frontline again as an executive director. Here are just a few of those ideas:

  • I would create a “transparency corner” of the agency’s website and post documents such as:
    –  most recent 990 tax return
    –  most recent financial audit and management letter
    –  a list of the agency’s Top 5 highest paid employees with their salaries and value of their
    benefits package published
    –  board roster with contact information for each volunteer and a copy of the agency’s
    whistleblower policy
    –  regularly updated program outcomes data and impact report
    –  updated financial dashboard that illustrates the current financial health of the organization
    –  most recent copy of the strategic plan along with a regularly updated scorecard that reports
    on progress towards implementation
    –  if the organization is accredited, then a copy of the documentation from the last accreditation
    visit (or if you’re a Boys & Girls Club a copy of the Club’s most recent SOE assessment from the national office)
    –  a list of government grants, program deliverable associated with those grants, program
    outcomes data linked to those deliverables, and a way for the average citizen to contact the governmental agency
    administering that grant to report questionable activity
  • Everyone seems to have a newsletter nowadays with an “Executive Director’s corner. I  would focus every one of those “corners” on a different aspect of organizational transparency.
  • I would publish an “annual report” every year (even it is wasn’t glossy) and include a wide variety of transparency topics such as a list of people who support your agency; a thumbnail picture of how revenues and expense breakout; a snapshot of who the agency serves, a list of the organization’s biggest accomplishments in the last year; and much more.
  • I would produce and mail a quarterly “Community Impact Report” to ALL donors that answers the big picture questions of: “What are you doing with my money? What results is my charitable investment achieving? What have you learned and plan on doing differently?”

I am confident that this list can endlessly go on and on and one. So, I am going to stop here. However, I would encourage you to use the comment box below to answer one or both of these questions: 1) How do you define “transparency”? and 2) What additional transparency idea do you have that should be added to the list above (or what idea from this list should be removed)?

Please take a moment to weigh-in with your thoughts and opinions. It is just 60 seconds of your time and it could make a difference in another readers’ agency. Remember, we can all learn from each other.

Here is to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC!/eanderson847|

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