As the snursechool year draws to a close, it’s common for many organizations that run on this calendar to assess how they’ve done.   Specifically, board and staff may do self-evaluations, and boards evaluate the executive, the one staff member for whom they are responsible.  But these assessments are just part of the picture of how an organization measures its effectiveness or shortfalls.

How are You Assessing Your Impact?

One of the tools now being used by the nonprofit and public sector worlds, and which has been around in the for-profit sector since its inception, is the concept of ROI, or Return on Investment.

What’s the definition of “Investment”? For nonprofits, foundations and public sector organizations, the investment is a simple equation:  Investment = Volunteer Time + Donor Dollars + Staff Time + Goods or Services Provided.  All of these combined reflect your investment in the communities you serve.

What about “Return”?  Some organizations measure impact by number of people served.  Some calculate the value of the volunteer hours they expend in a community if they had been paid in real dollars.  Some groups measure impact against a set of goals or outcomes determined at the start of a project or year.  But for the independent sector, this is always a tricky equation, because ultimately you are trying to change human lives.  And sometimes that impact can’t be easily measured.  And so you also need to find stories about the communities you have served, the families helped, the habitats rescued.  You need to find a way to merge hard data and benchmarks with a more nuanced picture of your impact and responsiveness to need.

Why Measuring Impact Matters

It’s a daunting task, yet public and nonprofit sector organizations must try.  One reason is that the accounting scandals of the recent past, the Congress’s response with the Sarbanes-Oxley Act, the country’s current economic crisis and the IRS’s new Form 990 have brought with them an enhanced focus on transparency and accountability.  Donors, volunteers and staff are all looking at these measures, too, to make important decisions about their own investments of time and money.  Now all nonprofits and federal sector agencies must find a way to demonstrate more tangibly how their work affects their outcomes.

Back in 2005, The Panel on the Nonprofit Sector (established by Independent Sector) made recommendations that as a best practice, charitable organizations should design procedures for measuring and evaluating their program accomplishments based on specific goals and objectives. Today the need for measuring outcomes becomes even more urgent.

Looking Towards the Future

Just last month, President Obama signed the landmark Edward M. Kennedy Serve America Act, which will enable millions of Americans to serve one to two years in a wide range of nonprofits. With this kind of influx of human capital “investment,” nonprofits will need to think boldly about how to measure the impact they have not only on the communities they serve, but also on the very individuals who are being added to their volunteer ranks.   In other words, they will need a way to track the “multiplier effect” of what these individuals learn inside their organizations but also bring back to other groups and communities when they leave.

How does your organization measure its mission impact or ROI?  Please share your benchmarking and evaluation ideas and stories.

© 2009 Amy DeLouise

Nautilus-1“We can’t afford branding” is a frequent refrain I hear from smaller nonprofit groups.  In reality, you can’t afford not to brand.

The term branding seems to carry with it the image of an expensive and long-term contract with ad agencies and experts.  Advocacy groups are generally the exception to this rule.  Because they are trying to make bold changes in policy—whether towards the environment, social welfare or healthcare—they have learned that their brand alone can mean the difference between getting or losing a donation, a volunteer, or the attention of a lawmaker.   Greenpeace is an excellent example.  Whether or not you approve of their tactics, their name immediately conveys action on behalf of the environment.  If someone from Greenpeace approaches you about making a contribution, joining a petition, or setting up a meeting, you don’t need a lot of time to learn about what they do.  It is already conveyed by the brand.

Organizations of all sizes can benefit financially from better branding. And it doesn’t always have to cost a lot. Here are three cost-effective branding tools.

1. Email is Free Advertising

I often receive emails from executives at nonprofits without any “signature” that indicates who they are, who they work for, and how to reach them.  This is a missed opportunity for free advertising, which should be employed unilaterally—and uniformly–across the organization.

But e-mail isn’t just an opportunity to give out contact information.  An e-mail signature tag can be updated, creating a free way to notify all your email recipients about current events related to your issue, programs, or membership opportunities.  You can also include web links other than your main site. For example, if you have an upcoming conference, that website can be included. Here’s a simple and free way you can give donors, members and the general public a better sense of the “value” of being part of your cause.

2. Use Podcasts to Cross-Promote

One of the main reasons people become involved in nonprofits, whether as staff members, donors or volunteers, is that they believe in the mission and want to create change.  And one of the keys to creating change is educating ourselves about what needs changing. Millions of people got involved in the green movement because Al Gore’s movie “An Inconvenient Truth” made the case for climate change visually compelling.

Now you can do the same thing with a podcast.

With just an investment in a digital audio recorder, or a small digital camera, and some basic audio recording/mixing software, you can give out some useful information, and cross-promote your organization’s other content–books, websites, conferences, upcoming events.  Here’s an example of an organization that is helping to promote its cause and its members through podcasts

3. Mine Your Own Content

The other terrific resource nonprofits have—and rarely use—to promote mission and brand is their own media libraries.  The cost is essentially free, since you have already paid to acquire these materials, which include graphics, photographs, audio interviews or videotape footage.  The only investment is the time to organize it in such a way that it becomes useful to multiple people for a variety of projects.  The ultimate cost savings is large, since you will avoid re-shooting or re-acquiring images or footage where something from your own “stock” library would work to tell the story.

Just using these three low-cost or free tools can help you gain ground with your brand, which in turn can help you increase fundraising, visibility, memberships or issue awareness.

c 2009 Amy DeLouise

If a picture is worth a thousand words, then a video is worth ten thousand.  That’s why You-Tpower snackube, Vimeo and other online video tools have become so useful to small businesses, nonprofit organizations and federal agencies who in the past may have avoided video because of the cost of mass distribution. (The cost of quality production isn’t necessarily cheap, but if you are able to get your video 100,000 views rather than 100, obviously your cost per view goes way down).

So what are video content best practices?

After having produced roughly 400 such projects, here are my Top Five Tips for Creating Successful Video Content:

1.  Know How the Video Fits Into Your Brand Plan. You have a great story—someone touched by your organization, or some important piece of information that needs to be disseminated to the public. Great. But know how it fits into your overall messaging and branding strategy. Will your name or the name of a particular product/service be consistently mentioned? Are you trying to promote recognition for your organization, for a particular project or person? Do you need to build support for an initiative or connect viewers to your larger mission? Will there be other supporting media for this video content? (i.e. direct mail and/or email campaigns to drive traffic?)  Do you need other lives for this content after it is first published (see #4)?

2.  Know Your Target Audience. If your audience is “everyone,” think again.  Develop target sub-demographics and learn what kinds of content appeals to them.   If your story has multiple parts/levels, consider breaking into smaller pieces and placing the content with different headings/links in order to attract the right audience.

3.  Buy the Best You Can Afford. Remember what your mother once told you about buying a dining room set?  “Buy the best you can because you want it to last.”   Many organizations make the mistake of thinking that if something is going to appear on the web or in a podcast, it can be produced on a shoestring because it’s a one-use item.  To the contrary, every penny you spend should be powerful and credible.  The production plan should include multiple ways to use your source material after the initial roll-out.  For example, if you have an interview-driven story, plan the interviews so that other selects can be used elsewhere (and make sure your permissions cover this alternate usage!).  Background footage (“b-roll”) can also be re-purposed.  My personal preference is to shoot high definition, widescreen video because it makes a bigger impact even when compressed for the web, since it degrades less.  But whatever your format, a polished production, professionally produced, will also allow you to “multi-purpose” the end-product more reliably, pulling parts for your website, your intranet, an email campaign, or a large-screen projection at a major donor event.

4.  Make it Short and Sweet. When watching television, people can relax in their favorite comfy chair, and even then the average program contains only 22 minutes of actual content.  On the web, viewed in a tiny box, in a show that likely does not contain professional actors and perhaps offers a glimpse of you speaking or some kind of advocacy message, your time-frame for catching attention drops to minutes.  And when you consider mobile video going to iPhones and the like, we’re talking seconds.  So make every second count. That means using visuals, music, audio, graphics–everything at your disposal–to make a message with impact. (Important note on copyright: make sure the visuals and audio belongs to you, or that you’ve licensed it for mass distribution!)

5.  Measure Impact. Speaking of impact, measure it! So many organizations produce video content without a handle on whether or not it is effective. Plan a way to find out. It could be a short email survey to a random sampling of people who received your web link or signed up for you podcast. It could be an audience survey for a live event. It could be simply aggregating the data already provided to you by You Tube or your podcast distributor.  Analyzing and disseminating this information amongst your leadership and communications team will help you refine your approach the next time.

Social media and the web of access provided by Web 2.0 have had a profound impact on how organizations function.  And while corporations were early adopters, government agencies and nonprofits have now caught up and are fundamentally changing the way they connect to the people they serve.

But there are pitfalls to instant communications.

As anyone who has sent an email and wished they hadn’t knows, in a Blackberry world, it is all too easy to push something out of our in-box and into someone else’s without taking much time to think about that transaction. We need to remember that we represent a brand–for ourselves, or perhaps as a staff person for a government entity or board volunteer for a nonprofit.  We need to remind ourselves that however trivial it may seem, every piece of information we send communicates something about our brand.

I thought about this recently when I sent an email to the head of an organization with whom I’ve been involved for five years with a concern about a staff policy with respect to its “customers.”  Within seconds, he had forwarded my email to those very staff whose actions concerned me (note to self: mark such emails Confidential).  He later explained that he was busy getting ready for an upcoming conference and didn’t really have time to deal with it himself and wanted to be sure the matter was handled. The takeaway I got from that interaction–rightly or wrongly–was 1) he was overwhelmed by the job;  2) he didn’t value the direct communication of an involved supporter; 3) he wasn’t a great communicator.

We can all be more mindful of how quickly we press that “send” or “forward” button, whether we represent only ourselves or an entire organization.

On the positive side, the instant message world offers new opportunities to promote your mission and brand. Many organizations routinely change the “tag line” for staff emails to include current campaigns, web links, new You Tube videos, twitter feeds, etc.  But there are just as many who miss the opportunity and have staff who send emails with no information at all.

Here are the kinds of communications that are often overlooked, but which your staff (and board) should always consider affects the perception of your brand:

1. Letters to Your Constituents/Community.  Especially those updating people on an important issue (for example, how you are handling swine flu with respect to your upcoming conference)

2. External Emails.  Every staff person should have contact info, tag line, web links, and any other relevant link-of-the week on their emails to keep your constituents up to date.  Anyone with a Blackberry should be careful where they point that thing!

3. Internal/Staff Emails. Be sure it’s clear these are for internal consumption only, but still think about how it would look posted on your website.

4. Staff Blogs. This is becoming a significant issue for hospitals, law firms and universities, since many doctors, legal experts and professors have their own blogs. And while they are independent individuals with opinions, they also must operate within the framework of their institution (not to mention federal laws like HIPPA).

5. You Tube Videos. Be sure you have permission from anyone in your videos and any music or voiceover talent you use in them to be on the Internet (often, organizations create internal videos and the licensing for the music and narrator, as well as the permissions for on-camera appearances have not been cleared for internet use).

6. Facebook Pages. Many organizations are now encouraging staff to post to their FB pages and to show a more personal side. Just think about exactly how personal you really want to be in a work context.

7. Twitter Feeds. Thankfully brief, these should still link back to mission and direct readers to your other brand presences.

Your brand can both benefit from and suffer from our Web 2.0/Blackberry world. Taking the time to think through your electronic brand extensions is now mission-critical.