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15 June 2008

From Antagonist to Friend
Or, "We Both Like Dogs"

Connie Clark, Vice President
Great Lakes Region

Connie Clark

Several months ago, while meeting with various staff and volunteers during the early organizational phase of a capital campaign, I asked, “Who does not like your agency?”  I continued by explaining that, ideally, this would be someone of influence in the community, someone who could help or hurt the campaign if he or she spoke to the decision makers of foundations, corporations, or potential donors of larger potential gifts.

Several of those I queried mentioned the same name. For confidentiality, I’ll refer to the individual as “Joe Smith.”

I asked if anyone knew why “Joe” became outwardly cold and unfriendly whenever the agency was mentioned. He had even been known to leave a room when someone brought up the agency in conversation. This told us that something had happened to someone he loved or cared about deeply and, in his eyes, my client had failed him. No one knew why, and all were quite hesitant to approach him regarding the upcoming campaign.

In discussing Joe with the campaign chair, I discovered that the chair was a good friend and had a long-standing relationship with Joe. Since relationships are what can make or break a capital campaign, we agreed the chair would ask Joe if he would at least consider attending the first steering committee meeting so he could be updated on the programs and services of the agency he seemed to be so angry with.

We held our breath, waiting to hear his response. For some reason, perhaps to free himself of his hostility, or to possibly prove to himself that whatever grudge he was holding was justified, he accepted the invitation. The Executive Director and Chair of the Board were amazed he would even consider it.

In the time between the invitation and the steering committee meeting, we took advantage of the opportunity to give him information, via the Chair, regarding the number of individuals served; how the agency has grown in response to genuine need; how for every dollar raised, 82 cents goes into direct client services; and of course, how the project will fill a gap for services greatly needed in Joe’s community and the surrounding counties.

As consultant for the campaign, I was the first person to arrive at the designated meeting place. A man drove up in a large truck and was accompanied by his dog. As a dog lover, I immediately went to the dog after asking permission to greet him. It was granted and, after making a fool of myself with “doggie” talk, the man and I began to chat about our mutual love, care and concern for animals in general.

He also seemed quite interested in my professional background, why I chose to help our client in the small community, and what my role would be in the campaign. I began telling him my personal mission and how it matched the mission of the organization so well, and that our firm believes in building relationships and partnerships with our clients to make them stronger. I noticed he paid very close attention to everything I said, sometimes challenging and asking me the source of my information. Every time I tried to move the discussion to him and why he was involved, he smoothly steered it away. We chatted for over 15 minutes while waiting for the meeting site to be opened, since we were the first to use it that day.

When the Executive Director and Chair drove up, they both gave me puzzled looks. My new friend and I walked in together and he chose to sit down next to me at the table. I had still not been able to find out who my mystery man was, or what his involvement with the agency had been in the past. Right as I began to think I already knew who he was, the Executive Director whispered to me at the coffee pot, “How did you meet Joe? I can’t believe he is talking to you or that he is even here. He usually exudes a foreboding, cold presence around us.”

“We both like dogs,” I responded.

During the presentation, a complete overview of the agency was presented to the committee members. Joe had the most direct and challenging questions. I did not think he was unfriendly, just untrusting. As the meeting progressed, Joe relaxed a bit. When the Chair asked if any member of the steering committee would also like to serve on the prospect committee, I looked at Joe and mentioned he would be a tremendous help due to his past capital campaign experience and his insightful questions. Joe agreed. (I swear I saw the Exec’s eyes open wide before she caught herself.) The Chair thanked Joe and the others, and we moved on with our process.

Joe attended the prospect committee meeting as promised, but brought a very intense attitude. He analyzed every strategy we presented and asked for proof of validity. I got to see the Joe that many seemed intimated by. The Executive Director and I also began to understand from his questions that he had many misconceptions about the organization from either hearsay or a negative experience relayed to him by someone else. We began to understand that Joe is a man who deeply cares for people, animals, and his community, and he demands the best for them.

Joe had met us half-way by coming to the first meeting, and then the second. It was now our job to engage him and develop a positive relationship by giving him the facts and proof that the organization was worthy of his time and talent. We also had to communicate how much we appreciated his input because it was making us aware of perceptions out in the community that we needed to address.

At the beginning of the second steering committee meeting, after the Executive Director and I had once again lavished attention on his dog while having a casual, warm conversation, Joe extended a pledge sheet. On it, he’d written down how he wanted the gift recognized. It was the first pledge from a steering committee member, and it was a naming-level gift.

Oh, how wrong we would have been to take the easy way out and not keep trying to make a supporter and friend of our antagonist. Both the agency and Joe would have lost something very special.


Online Surveys and 'Nonprofit Tech'
A poke with a stick or a kick to the shin?

By Paul Weber, EAG, Inc.
Kansas City

Paul WeberEditor’s note:  At Jeffrey Byrne & Associates, we strive to bring our client partners and their campaigns the most timely and innovative options to help achieve their fundraising goals. Recently, we’ve begun exploring new technology-based tools to quickly and cost-effectively seek feedback on proposed capital and major gifts projects, both during project development and during a Campaign Readiness AssessmentSM. While we continue to maintain that fundraising is a very personal process that calls more for “high-touch” than “high-tech,” we also understand that these technology-based tools can be highly attractive, especially in reaching large constituencies and certain tech-friendly demographics. As such, we have introduced Jeffrey Byrne & Associates CRA Online as a new client tool. This month, Paul Weber of Kansas City-based Entrepreneur Advertising Group has written a special column examining the benefits of such online surveys, and what you should know before you “dive in” to this area of new technology. We welcome your feedback and would love to hear about your organization’s experiences with online donor “touches.” You can write to us at info@fundraisingjba.com. Learn more about Paul and EAG at SmallBusinessMiracles.com.

The survey question asks: “Which would you prefer, a poke with a stick or a kick to the shin?” And the survey results read: “Seventy percent of all respondents to a recent survey said they wouldn’t mind a swift kick to the shin.”

Needless to say, this is an absurd example of how easy it is to skew, misread, misinterpret and—ultimately—mislead with survey questions. Never has this been more the case than with the use of online surveys.

Online surveys have evolved to the point of being ubiquitous on popular consumer websites. Each survey encourages you to answer the simplest of questions and then teases you with results that are less-than-scientific, at best.

So why the proliferation of online surveys?
The technology has evolved so that it is simple to use, sophisticated in its capabilities, and inexpensive. Popular online survey tools allow you to develop very complex research tools to collect valid and reliable data. Unfortunately, many who are using these online surveys might be causing more harm than good.

Science still applies when it comes to using surveys.
Qualitative and quantitative research is as important as ever among nonprofits, both from a marketing perspective and as a step in the capital development process. But when used without considering the basic research rules of reliability and validity, online surveys, and surveys in general, can draw a picture that inaccurately reflects reality.

When is an online tool risky? When it’s in the hands of the untrained.
Just like the importance of having a good moderator to conduct a focus group, a quantitative survey conducted online requires an experienced research writer at the keyboard. Survey and sample size is critical to ensuring that your data is usable in accurately portraying the attitudes and opinions of your constituents. Before rushing to implement any online survey of your audience, consider the expertise of those conducting the research on your behalf.

Can online surveys be used safely in the capital campaign process?
Yes, online surveys can be used as a supplement to a well-prepared qualitative research effort. Jeffrey Byrne & Associates, Inc., uses an online survey process (CRA Online) as an adjunct to focus groups and personal interviews already used in the Community Readiness AssessmentSM, a proprietary methodology for determining a community’s preparedness for a capital campaign.

The online survey questionnaire is carefully written and used to: (1) validate data collected through the qualitative research process; (2) extend the reach of the research to additional stakeholders and donors; and (3) add convenience for some participants. CRA Online is an important enhancement to an already accurate and reliable qualitative research effort.

CRA Online is not a stand-alone tool, but a supplement to a tested process of data collection that has resulted in more nonprofits achieving their campaign objectives.

Where are we going with online surveys?

Right now there is a legitimate concern that we are drowning online respondents in a sea of survey questions. Experts in the field fear that through overuse of the tool we may begin to skew results as respondents become both skeptical and weary of the survey process.

Respondents to surveys are an asset to your organization and should be protected. Most likely, the individuals whose opinion you care most about are actively engaged in your mission, or are donors. It is imperative that these assets be protected.

Only survey your constituents (online and offline) when the data is truly needed to make strategic decisions for your nonprofit. Avoid trite and trivial surveys.

Consider who is conducting your qualitative and quantitative surveys. Do they have a track record of successfully conducting this type of research, and are they trained in handling survey tools?

Consider training yourself and your staff on best-practices in market research so you can recognize good survey tools and good research practitioners the next time you are considering a survey.


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