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Not Your Mother’s Board – Jan Masaoka Event Recap

November 20, 2012 by Spokes For Nonprofits

Last week’s Jan Masoaka event “Not Your Mother’s Board…” was a sold out success. She has this amazing ability to show the nonprofit sector how to solve “complex” Board issues with organized and simplistic action items. Below we outlined how to simply identify critical paths for the year, how to identify the boss, and how much of an impact nonprofits and our Boards have on our organization and economy.

Identifying Critical Paths in Strategic Planning

Rather than getting caught up in everything that needs to get done to make your nonprofit run, dial in the make or break items that have to happen in order to keep your organization alive and thriving. Ask these two questions in strategic planning and identify all action items and people needed to make them happen.

  1. What are the two most important things our organization needs to accomplish this year?
  2. What are the two most important things for our BOD to accomplish this year? Do we have the right people on the Board to make these things happen?

Understanding Who Really Is The Boss.

Is the Board of Directors or the Executive Director the boss? In a nutshell, pieces of advise are always welcome from individual board members, but only the Board as a whole is the boss.

In a Governance Role, the Board is the Boss:

  • Oversight
  • Hire/Fire CEO
  • Big Decisions
  • Planning

In a Support Role, the Executive Director is the Boss:

  • Fundraising
  • Advice & Ideas
  • Community Ambassador
  • Help & Volunteer

Understanding our Impact.

  • Get guidance from trusted resources. Jan is ranked 1 of the top 50 influential people in the nonprofit sector. For those of you who have heard her speak, you know why!
  • Only continue with something if it’s working. Jan believes that standard processes for board orientation and board buddies maybe work 1 in every 100 times; if these or other standard processes are not work for your organization then stop implementing them.
  • Nonprofits created Boards! The 1st corporation in the world was a nonprofit organization – Harvard College.
  • Nonprofits mean business. The NFL is a nonprofit.
  • Boards hold power and impact. Annually, $65 Billion in tax dollars are managed by nonprofit Board of Directors.
  • Keeping Boards accountable ensures forward motion. To keep your Board members accountability to the items promised to complete at the latest Board meeting, notate action items and those accountable to them at the top of the Board Meeting Minutes, for all to see.

We certainly took away valuable information and tips from Jan! Check out the “Critical Path for the Board” hand-out that covers more of what was discussed in her presentation. Another great resource straight from Jan is her non-profit publication, Blue Avocado magazine.

Thanks to Jan Masaoka, Leadership SLO, Jaffa Cafe, SLOUMC and all of our attendees for making this event a success!

Get to the Heart of Customer Service with Your Nonprofit

June 22, 2012 by Spokes For Nonprofits

Nonprofits exist primarily to serve others.  Whether you call them customers or clients (or patrons or students), your organization’s ability to meet their respective needs is central to its mission and longevity.

Of the non-profits that can truly claim customer service superiority, one thing is certain: Every employee owns a piece of that prize. Simply put, a non-profit cannot achieve customer service excellence without first attaining high levels of efficiency, quality, and productivity among its internal service providers.

Emphasize Internal Customer Service

All too often, non-profits place a strong emphasis on external customer care while losing sight of the fact that internal customers matter just as much. Why does it matter? Because somewhere down the line, the service provided to an internal customer will show up in an external customer transaction.

(Just in case it’s not obvious, an internal customer is defined as any employee who depends on the timing, quality and accuracy of a colleague’s work in order for them to succeed in their own work.)

As a customer service consultant, what I’ve seen is that those organizations in which a customer care culture is truly embedded do not make distinctions about internal and external care. Each employee’s mission is simply to demonstrate excellence with each and every task. There’s an implicit understanding that every job is a “customer service” job.

Start With Awareness

In developing an enterprise-wide customer service training program, my colleagues and I created an activity called The Ripple Effect. (Just like it sounds, the game aimed to show employees the impact of their work upon others’ ability to do their own job well.) It proved to be one of the most popular sections of the course and provided some true a-ha moments on the part of the participants. Many of them admitted that they’d never seriously considered the ripple effect of their work on that of their internal customers—and ultimately on the company’s external customers.

In another initiative (this one too aimed at helping employees to recognize their interdependence), we created an Engagement Cycle which tracked a customer engagement from beginning to end and charted the various internal customer needs at each stage. Again the a-ha’s.

Define Customer Service as a Function, Not a Department

How does your organization view customer service—as a department, a specific job role, or as a responsibility shared by every employee?

To help you assess the level of internal customer service in your organization, begin by getting each employee to answer some simple questions:

  1. Who are your internal customers?
  2. What do these customers need from you in order to do their jobs well?
  3. Are you in regular two-way communication with those customers?
  4. If internal customer satisfaction were measured, how would you rate?

Managers can ask themselves a couple of additional questions:

  1. How is frustration over internal customer service affecting morale and turnover?
  2. What does my team need to do to both provide and receive excellent internal customer service?

Teach Them to Be Good Customers

What does a non-profit organization want from its customers? Satisfaction and maybe a bit of appreciation.

Internal customer service works the same way. Employees will be motivated to continue providing good service to coworkers if they’re given appropriate feedback and, at least every once in awhile, sincere thanks for a job well done.

So, tell us!  What are you doing to ensure customer service excellence within your organization?

Discounted Software from TechSoup

June 4, 2012 by Spokes For Nonprofits

The balancing act to keep your nonprofit organization stocked with software programs necessary to stay efficient (like Quickbooks, Adobe Suite, Microsoft Word, etc.) and to keep your budget aligned is an ongoing struggle – we can relate. That’s why we’re excited to spread the word about TechSoup, an organization that helps nonprofits save on IT costs with the help of donated tech products from over45 donor partners like Microsoft, Adobe, Cisco, Intuit, and Symantec.

As a nonprofit organization, you have access to TechSoup’s 400+ donated and discounted products available for a small admin fee that supports their work in the United States and around the world.

Signing up is easy! To get started with TechSoup product donations, follow these 3 steps:

  1. Join TechSoup as an individual member.
  2. Register an organization or association with an existing organization.
  3. Submit qualification documents.

Identifying products available to you is easy! You can see what products your organization may be eligible for in 1 step:

  1. Take the eligibility quiz.

Speak and Be Spoke(n)

If you’ve had a chance to use TechSoup previously or if you get a chance to use TechSoup in the future, please tell us!   We’d love to share how you are using this resource to move your organization forward in its mission with other Spokes folks!

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