Tag Archive for 'interview'

Interview: Kedar Iyer, PickyPolly

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I recently had the opportunity to connect with Kedar to learn about a new project to help users measure and manage their consumption, in effect encouraging them to control their environmental impact.  I found the project so interesting that I wanted to share it with you here in an interview, covering some key questions from Kedar.  There’s also a chance for you to provide your feedback, ideas, and even contribute!

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Kedar is an activist of sustainable living and collaborative creation. He is involved with BarCamp events, TwtrTales, a twitter based story writing project and Picky Polly. His learnings come from experiences that span an education in electronics and telecommunications, multi-cultural professional engagements in software development and communications, a business administration student life in pretty Paris and experiments in implementing technological solutions for social challenges.

Since turning vegetarian over a year ago due to self consciousness about the unsustainable nature of meat production, he has been trying to think of solutions that could better engage people to change their current habits for collective good.

Where did the idea for Picky Polly come from?

Since moving to Dubai over 3 years ago, I’ve observed that this city is the epitome of excessive consumption. UAE residents also have one of the largest ecological footprints on our planet. Using this behavior among residents as inspiration I felt compelled to do something about it.

Taking the lead from other measurement tools like the Google Power Meter that helps people take control of their energy usage and alter behavior, I felt mobile devices could act as an even more powerful tool in providing information and changing they way we shopped and used things in addition to household energy consumption.

Thus came along the idea of a personal ecological footprint measurement tool that helps people make better choices and transform lifestyles, Picky Polly.

What’s your goal for the new tool?

As a society we have largely stopped being picky about things we consume. But as co-inhabitants of this single planet we need to take more control and responsibility for the types of lives we lead. This consciousness and reason to change for our collective sustainability can only come from the awareness of our individual impact due to over consumption. Picky Polly aims to deliver that information for every item used by us and also help transform us by learning from our peers’ behaviors.

What’s different about Picky Polly from other “consumption + competition” tools people may have used before on facebook or elsewhere?

Numerous websites and mobile applications currently exist to help us get a rough idea of our ecological footprints by asking us questions to approximate our lifestyle patterns e.g. number of people in a household, distance driven in a month, miles flown in a year, vegetarian/ non-vegetarian, etc. These are good measuring tools in raising awareness about the ecological disaster that lies ahead, but they do not sufficiently motivate me to alter my behavior with using plastic bags at the corner store or buying a cup of coffee on my way into work or eating a burger from a popular fast-food chain. These are the kinds of purchases or behaviors, if changed will result in significantly larger social change.

I have not yet come across a robust and handy mobile solution that takes all the disparate pieces of information available to help people track their current impact and alter it based on self improvement, peer reviews and expert recommendations.

Picky Polly is simply an open and collaborative technological tool, firstly providing people a better way to measure themselves and secondly to provide relevant and contextual feedback (with incentives/ rewards) to alter their lifestyle patterns/ choices.

What are the implications of such a tool on our production-heavy consumption-driven society?

There are numerous way this tool can improve the way the consumption cycle of our society change. It is meant to work it’s way from the conscious measurement of people’s behavior.

  1. Social Change: Better inform people to make the right choices
  2. Information Transparency: Better labeling of products and inquiry into resource usage, labor use, toxics, health, etc
  3. Government policy: Rewarding citizens for their behavioral changes and better regulating toxic products.
  4. New product development: Helping businesses learn from changes in social behavior and better adapt products/ packaging to people’s sustainable needs.
  5. Community production: Encouraging entrepreneurs to find community solutions to meet the localized needs.

These are just some ways, that come my mind, Picky Polly can assist the different parties mentioned from its measurements of local lifestyle patterns.

What help could you use at this stage?

I am no expert in the field of sustainable living, rather a passionate fellow citizen of this world who could use help and collaboration from

  • the Netsquared community in the form of feedback on the idea,
  • experts in understanding the footprint life cycle consumables,
  • game designers to help design compelling social incentives,
  • 3. mobile application developers to build a robust prototype.

Additionally, I’m aware that such a project requires reasonable commitment of time from the above people and hence any financially support from a believer in the idea for the creation of a working prototype is also most welcome.

PS: Financers will of course be rewarded a stake in the eventually funded entity. :)

What else are you working on?

I’m also involved in TwtrTales, a project that would like to leverage the creative potential of twitter users in writing collaborative stories. This project has many similarities with Picky Polly, like co-creator credits, collaboration between participants and peer reviews which I’m learning more about as I go along.

How can readers get involved or follow your work?

I have recently started a Tumblog at www.pickypolly.com to document efforts by others providing practical information on sustainable living and to include podcasts with individuals and organizations that help make better everyday choices.

Additionally, I’m can be reached on Twitter, would also love to converse with you over email at kedar dot iyer at gmail.com or connect on LinkedIn.

Published on June 28, 2010 by Amy Sample Ward. 1 Comment

Interview: Kivi Leroux Miller, The Nonprofit Marketing Guide

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I’ve followed Kivi’s work for years and am happy to call her a colleague and friend. She’s a go-to resource for nonprofit marketing and her new book is called The Nonprofit Marketing Guide (get your copy here).  I’m thrilled to have the chance to share an interview with her here and encourage you to add your questions in the comments! This interview is part of her virtual book tour; check out the full calendar of events.

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Kivi Leroux Miller helps small nonprofits and communications departments of one make a big impression with smart, savvy communications and marketing. She’s a blogger, trainer, coach, and consultant. Her new book, “The Nonprofit Marketing Guide: High-Impact, Low-Cost Ways to Build Support for Your Good Cause,” is part survival guide and part nitty-gritty how-to handbook for nonprofit communicators.

What’s your story; how did you get started with nonprofit marketing?
Ever since college (which is going on 20 years ago), I don’t think more than a couple of months have gone by where I wasn’t serving on a nonprofit board, funding nonprofits as a grantmaker, or working for nonprofits as staff or as a consultant. When I moved from California to Washington DC in 1998 to be with my then-boyfriend, now-husband, I decided to start my own consulting company, which originally focused on writing for environmental groups, thus EcoScribe Communications was born. In 2007 I started to transition away from consulting for a few clients at a time to more writing, online training, and public speaking, which lets me connect with thousands of nonprofits every year. I love it!

What kind of organizations have you worked with?
My degree is in environmental science, so I started with environmental groups and then branched out to other progressive causes like animal welfare and HIV/AIDS support organizations. I’ve always preferred to work with smaller organizations because I felt like my impact was always greater there. Now that I’m doing online training, I’ve had small nonprofits in all 50 U.S. states, in nearly every Canadian province/territory, and more than two dozen other countries participate in webinars. They represent every kind of nonprofit you can think of!

What’s the difference between online and offline marketing – or is there one?
I think they are more alike than many people think — at least the people who get tied up focusing on the tools, rather than what they are trying to do with the tools. Good nonprofit marketing is all about knowing who is on the other side of the conversation and talking with them about your cause in ways that are meaningful for them, regardless of whether that conversation is taking place in person or over email or social media.

What are the biggest obstacles organizations face when it comes to successful marketing?
If you put aside basic resource issues of time and money, I think fear is actually one of the biggest obstacles. Nonprofits seem to be more acutely concerned than small businesses, for example, about what someone might think or what someone might say about this or that, and it makes them too cautious and conservative in their marketing. It’s like they just want to quietly blend in, when what they really need to do with their marketing is stand out! I talk about several ways to deal with that kind of fear in the book.

We know storytelling is important for grant applications and fundraising appeals, how is it most useful in marketing?
Stories are the best way to bring to life for people what it is you do. So many nonprofits have long lists of programs and services that are laden with jargon, and after you read them, you still don’t really understand what happens day in and day out. Stories provide the examples and the context for what nonprofits are doing. They are essential from a marketing perspective, because they are so much easier to remember and to pass on to others than straight facts and figures. They also usually contain an emotional punch that grabs you and sticks with you. The staying power of stories is really underestimated.

In your book, you use the term “Attitude of Gratitude” – just what does that mean?
It means that you embed being thankful into your everyday approach to your work. It’s easy for all of us, in both our personal lives and in our professional lives, to take others for granted. We all get too busy; we all start to expect more from the people who are good to us than we really deserve to (yes, I’m speaking from experience!).

On a practical level, having an attitude of gratitude means putting higher priority on getting your fundraising thank you letters out to your donors than on producing a newsletter that goes to your entire list. It also means reciprocating the generosity of others, which you can do with something as simple as a retweet.

With so many options for tools, products, and channels today, how do organizations keep marketing to a reasonable budget (while still making a big splash)?
Online marketing is so affordable that managing the time budget is actually a bigger challenge than managing the money budget. It all goes back to focusing on specific groups of people who you need to reach and selecting the tools that make is easiest to connect with them. The book is full of cost-saving and time-saving tips because all of the groups I work with have very limited quantities of both!

How can readers learn more about your work, your book, and follow the conversation?
NonprofitMarketingGuide.com is the home base. From there, I write a weekly e-newsletter and I  blog a couple of times a week. You can also find me on our Facebook Page and I’m kivilm on Twitter and Slideshare.

The book is available at Amazon.com and other online booksellers.

Published on June 24, 2010 by Amy Sample Ward. 4 Comments

Get your nonprofit marketing questions answered!

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I’m really excited for my friend and colleague, Kivi Leroux Miller for her new book The Nonprofit Marketing Guide: High-Impact, Low-Cost Ways to Build Support for Your Good Cause. I’m even more excited to say that this blog will be part of her virtual book tour in June!  There will be an interview with Kivi posted on the blog on June 24th – but it’s going to be with your questions!

Submit your questions about The Nonprofit Marketing Guide today:

  • Simply leave a question in the comments here to participate
  • I’ll submit all questions to Kivi on June 5th, so only questions posted before then will be included

I’m really looking forward to gathering great questions from you all and hearing and learning from Kivi as she responds! She’s a great voice on nonprofit marketing and I think participating in the virtual book tour will be fun and valuable.  Let the questions begin!

Published on May 23, 2010 by Amy Sample Ward. 1 Comment

Interview: Ricard Espelt on Copons 2.0

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I recently had the opportunity to connect with Ricard Espelt to learn more about the various projects he’s working on in Spain leveraging new technologies for public engagement, government transparency and community building.  Learn more in the interview below.

In Richard’s words:

“I am a lucky man, and basically because I do not dare make mistakes, so correct. Even drafting of this writing, is manipulated to criticism and change. Perhaps one of the things that is m’incomoda not suffer the discomfort of change. The experimentalist spirit and desire to meet new experiences and new friends I can always enjoy. The only problem is the inability to catch everything.

Now I’m a councilman in Copons, where I live for seven years, a very pretty village of Alta Anoia. Councilman and Economic Development of New Technologies and Communication. I also vice president of the Consortium for the Economic Development of the Alta Anoia, we are working on the issue of new technologies, especially GPS routes.

I have a study of communication & web design, called Redall. With two friends Gemma Urgell and Jordi Mas.”

What are the various projects you’re working on now?

Copons 2.0: When I became a councillor I put into motion a project of digital inclusion and citizen participation using free web tools: Copons 2.0. It was one year before we could see benefits, problems, results… We’ve progressed by trial & error and now we are engaged in more projects like ours in villages near Copons. copòns.net

La Teva Alta Anoia: The main objective is to create a new web portal of Alta Anoia, through which an innovative way to serve as a benchmark for tourism promotion as a tool of identity and cohesion of a country and a brand: Alta Anoia.

How did your work getting the local council online get started?  What’s been the reaction of your community?

Copons 2.0: approach to consensus decision making
What’s the idea?

Really, it’s easy. We proposed a new path to take decisions. Until now, when a citizen had a problem they went to the Council to explain it or filled out a form. Only sometimes the citizen received an answer and a lot of times it was difficult to solve the problem. Now when somebody wants to solve a problem, they have a new way: publish their problem on Facebook. More citizens can get involved to give their opinion, and of course, the council too.


What are benefits?

Not just seven people at the council give solutions. Everybody can participate in solving a problem. Sometimes, citizens who have had the same problem in the past give their opinion and this is fantastic! Another benefit for the councilis to have a space to propose projects for the future, and see the opinion of the citizens.


The premises of the project:

- Everybody can participate with their digital profile -anonymity is not allowed – Everybody can start a discousion to solve a problem – The Council must alwaysgive an answer – Work to involve maximum of citizens in a digital space – Offer training sessions to avoid the digital divide – Share the project with other villages to increase open government


Results & lessons learned

- More digital profiles in the vilage – More ICT in the village – More dialog – More knowledge about the limits of local administration – More who is who wants to help and who is who wants to put obstacles – More analogic dabate – More knowledge about the real problems of citizens – More long tail of problems – More people involved in a specific search for solving problems – More accountability – More transparency – More proximity – More co-creative (administration-citizens) solutions – More feedback & demands.

Who or what topics have been more interesting in the TalkingAbout series?

A mosaic of experiences, stories and projects with Web 2.0 as a backdrop.

People follow people on Twitter, we have dozens of friends in Facebook, read many blogs, we take an idea about the people we admire, that surprises us, which enriches knowledge. Why not go one step further and stay with them? Why not talk face to face with people who pass through the network to be part of our day without having shared a conversation out loud.

This is why Gemma Urgell and I started talkingabout. Now, after a year interviewing different people and creating the platform, you can share your talkingabout topic and create, together, a mosaic of experiences, stories and projects with Web 2.0 as a backdrop.

Culture, politics, education, business, economy, cooperation, youth, journalism, the new values on different facets of Web 2.0 (share, distribute, create value, co-create, disseminate) are present thanks to people that extend and amplify this new way of understanding life and the relationships between people. You also have much to tell us about this paradigm shift and how to apply it in your day, and obviously also like to know or know someone who read a blog, or following on Twitter … therefore propose to you a # talkingabout here and share it with us. Passes from 2.0 to-face conversation and, through a short video that summarizes the meeting and share.

To learn more about Ricard’s work with government transparency and community building, connect with him directly at:

Published on March 24, 2010 by Amy Sample Ward. 0 Comments

Interview: Colin Rhinesmith, CCTV Cambridge

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Earlier this week, I had the opportunity to connect with Colin Rhinesmith, Community Media Coordinator at Cambridge Community Television (Cambridge, MA, USA) and Adjunct Lecturer for the Media and Culture Program at Bentley University.  Colin told me that they recently held a very popular social media workshop for seniors at Cambridge Community Television (@cctvcambridge) but that it is a topic that would benefit from more coverage – so, I asked if I could interview him!  You can learn more about the workshop and the issues seniors face with social media in the interview below.

How did Cambridge Community Television get involved with social media and social media trainings?

At CCTV we strongly believe that providing the tools to create media enhances citizens’ ability to participate in civic life. Since 1988, CCTV has provided Cambridge residents with access to media production equipment, training, facilities, and cable television channels to accomplish this goal. In 1996, CCTV opened computerCENTRAL, a state-of-the art community technology center, to extend our mission by providing our community with access to computers and the Internet.

Social media is a perfect compliment to our public access television channels. Twitter, Facebook, YouTube, and other online tools extend our community into virtual spaces where our members can make and share media. The physical location of CCTV, as community media and technology center, provides Cambridge residents with additional opportunities to build community through face-to-face interaction; something social media can’t replicate in quite the same way.

CCTV first got involved with social media in 2005 when we switched our website’s content management system over to Drupal. Since then, CCTV members have used our website to set-up accounts, start a blog, and share their community-based, non-commercial media with residents in Cambridge and beyond. As a result, we have grown a vibrant and diverse online community.

In late 2005, Steve Garfield and Ravi Jain taught our first videoblogging workshop, Blogosphere: Video Blogs 101. Here is a fun video from a class they taught here at CCTV the following year. The social media classes have been a great addition to our training program ever since. More recently, we have expanded our offerings to include specialized workshops for seniors, nonprofit organizations, city departments and agencies. The response has been overwhelming. The extraordinary interest in social media training has allowed us to use our mission to serve a new information need in our community.

How did the social media training for seniors program develop?

CCTV has offered computer and Internet access to seniors in Cambridge for many years. As an example, we offer special hours for seniors in computerCENTRAL every Monday from 10AM – 12PM. We are also located up the street from the Cambridge Senior Center. The social media training for seniors program began late last year through a partnership with the Agassiz Baldwin Community. Members of the organization asked us to provide a workshop for their seniors. We saw this as a great opportunity for us to expand our social media trainings to an underserved population of our community.

When it comes to seniors using social media, at least in your experience, what are their goals?

Seniors want to know what’s going on. They hear about Twitter and Facebook, but many seniors don’t know what these tools are and how they work. They know their families are using them, and they see social media as a chance to connect more with their friends and families. Seniors also see social media as a way to connect more to the world around them.

What are their struggles?

Many of the seniors I’ve worked with are not sure how to get started with social media. It’s important for seniors to trust and feel comfortable with the tools before using them. Many seniors also prefer to use social media with people they already know. Some seniors don’t understand why a person would use social media to connect to people they don’t know. Lack of experience using computers and the Internet is also another struggle for many seniors.

Have you found, or has Cambridge Community Television developed, any valuable resources targeted directly at seniors moving online?

We had a difficult time finding social media training materials that were relevant to seniors in our community. Through Twitter, we connected to David Wilcox of Social Reporter who recommended that we take a look at the UK-based Digital Unite to find social media training materials for the “Over 50s”. David’s recommendation turned out to be an incredibly useful resource (Thanks, David!).

DU’s Learning Zone offers guides with PDF downloads on a wide range of social media topics, including information about how seniors can share photos and video, get started with social networks and blogs and learn more about web tools and security.

As we continue to offer more social media trainings for seniors, we hope to contribute our own Creative Commons licensed materials that other community-based individuals and nonprofit organizations can use in their work. People who are interested in getting involved can join our Technology Resources for Nonprofits group on our website.

How can interested readers contribute to your work and that of others assisting seniors in moving online (and doing so in a way that meets their goals and recognizes their fears)?

CCTV is excited to join other community-based organizations that provide social media training to seniors. However, we are still looking for successful training program examples that other individuals and organizations have offered to seniors that we can use and learn from here in Cambridge. Creative Commons licensed training materials would be particularly beneficial.

How can people follow you and Cambridge Community Television?

Connect to CCTV on Twitter, Facebook, YouTube and LinkedIn. You can also follow us on Friendfeed.

If you are interested in supporting community voices in media, please consider connecting to CCTV in person or through our social media platforms listed above. If you live in Cambridge, please stop by our community media and technology center at 675 Massachusetts Avenue in Central Square to say hello and learn how you can make media for your community.

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I’m happy to share this interview with Colin on the blog and hope to hear from you about issues, case studies, or resources you’ve found in working with seniors in social media.

Published on February 3, 2010 by Amy Sample Ward. 9 Comments

Interview: John Brennan of OpenAction

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I recently had the opportunity to connect with John Brennan, the driving force behind OpenAction.org, which empowers individuals and organizations by helping them tell the world about the positive impact their actions have. You can learn more about John and OpenAction in the interview below.

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John has spent time working for Microsoft, doing R&D for the defense industry and was part of a few past startups that didn’t quite reach “critical mass.” In June 2009, John decided to sell nearly everything he owned and set out for New York City (via San Diego). With over a decade of web development experience, John channeled his skills into building something with social value. John is currently working on OpenAction, a platform that connects people to the projects they care about. It’s a sustainable solution to help create and strengthen the emotional connection between organizations and donors. The team also hopes to incentivize organizations to share knowledge and give beneficiaries a direct voice.

Where did the idea for OpenAction begin?
That’s a funny story actually, but I suppose many entrepreneurs have similar stories. Last March I met Joe Solomon and the Social Actions team through twitter. I remember leaving for Vegas and making a promise to Joe that I would submit a mashup to the 2009 Change the Web Challenge. The mashup was a map showing where people were volunteering in near-real-time. It ended up winning the competition, $5,000 and lots of exposure.

I’ve always done side projects part time, but never had the courage or funds to go at it full time. The community showed me a need for what I built, so I used this momentum as an opportunity to take what I built to the next level.

I left my 9-5 in San Diego on June 4, set out on a month long road trip with my brother across the United States to New York. On July 5 the real fun began.

How was the project developed?
Some of the foundation was built in April 2009, but the majority of the product development started in August 2009. I spent the first few months asking questions and listening to what NGOs had to say about how they did their job and what could make it easier.

I’ve spent the past few years working with the semantic web, referred to as “web 3.0″, that focuses on open standards and linking data. Many of us are aware of open source software and open architecture, but open philanthropy doesn’t exist yet. Once NGOs standardize the way they publish project data on the web, “apps” can be built on top of this data. Much like Apple did with the iPhone.

I also knew it needed to be both top-down and bottom-up. The problem with developing a standard is that it is only as useful as those adopting it. So that’s where OpenAction comes into play. Essentially, we give organizations a simple tool to manage project information, like photos and videos. The real value to organizations is that they now have a dynamically updated map they can embed on their web site. Instead of paying a web developer to add new project data, they can do it using a few simple form fields. This might put my developer friends out of a job (laughs), but it’s all about becoming more efficient.

Our application also automatically generates RSS feeds for their supporters to stay engaged throughout the life of the project. It’s similar to how one subscribes to a blog. The project updates themselves can displayed in a timeline, so people can easily follow the project’s progress as it unfolds before their eyes.

What’s next for OpenAction?
Our organization helps people find and connect with projects they care about. It makes sense to let these people connect to others working in the same space. So we are starting to map social entrepreneurs with the hopes that they might be able to make more of an impact working together than apart. This is actually how my partner and I connected several months ago. We were both doing similar, but separate mapping initiatives. We decided we’d be stronger together — and we were right.

So if any of your readers work with social entrepreneurs, or are such, I would love to connect with them as well. After all, while we might see different paths to the same goal, the goal is usually the same: positive impact on the people and the planet.

What else are you working on?
Working on trying to find time to sleep.

Do you have any lessons learned or stories you can share with other social entrepreneurs?
This is probably my sixth startup, but first as a “social” entrepreneur. So for brevity I will keep to the last year, and maybe save the rest for a separate blog post one of these days.

I would say, don’t go at it alone. This is so important. You really need to have someone that is as involved in the idea as you are. Not only to give more proof that the idea has legs, but it gives you someone to bounce ideas off all the time. And unlike friends, this person will understand the problem space. Simply put, startups will inevitably have ups and downs, and having someone else in it with you is just good for morale.

Tapping into the (right) community is also an important lesson I learned this time around. In past startups I would use friends and family to measure early success. Sometimes they were the target audience, but that was often due to the lack of product focus. I love thinking about the famous stories of Davy Crockett here. Not the tales itself, but the method used. He claimed to have killed that infamous bear, and all the towns people believed it as if he went to each and every person to spread the word face-to-face. Having a conversation with every townsperson would be a nearly impossible feat. Davy Crockett was, however, an expert story teller and community builder. Instead, he spent his time talking to the heads of each village. The key here, I believe, is to empower your community and let them be your biggest advocates.

A third, and final lesson is often used by web developers, but can easily be applied to social entrepreneurs. It’s the KISS principle. “Keep it simple stupid” — enough said. Don’t over engineer or over think a problem, let the market and your audience dictate your next move.

How can people follow your work and OpenAction?
We are actually going to be on OpenAction ourselves, to sort of practice what we preach. Things have just been super chaotic as of late. I would say the best way is to follow me @worldlyjohn and my partner Mike @wanderingwenger.

To learn more and check out OpenAction for yourself, visit:
http://openaction.org

Published on January 27, 2010 by Amy Sample Ward. 0 Comments

Interview: Scott Anderson of ClientTrack

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I recently had the opportunity to connect with Scott Anderson from ClientTrack, a software solution aimed at increasing the impact of social benefit organizations and their work by “integrating people, processes, and technology.”  You can learn more about Scott and the work ClientTrack is doing in the interview below.

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Scott Anderson is the Director of Communications for DSI, the developer of ClientTrack. He earned his PhD in Communications from the University of Texas at Austin. Prior to his PhD, he worked as a Licensed Clinical Social Worker in community health, adolescent residential treatment, and a faith-based organization.

(I appreciate this opportunity to talk about ClientTrack and its ability to promote effective collaborations. As many of you know, Amy is a magnificent example of bringing people together through technology to make a difference. I’ve been impressed with her ability to connect people and powerful ideas. I’ve been a “taker” from her source of information, and now I hope I can be a “giver” of information that might help others. Thanks, Amy, for all you do!)

First, what is ClientTrack?

ClientTrack software products and professional services provide comprehensive solutions for the Health, Human and Social Services community.  ClientTrack is an extremely capable web-based solution that fully:

  • Enables organizational best practices and improves efficiency at a pace organizations can support,
  • Ensures and simplifies compliance reporting for funding sources,
  • Enhances outcome reporting to strengthen fundraising and build community awareness, and
  • Optimizes collaborations within and between organizations.

How does CT define “collaboration” and what is so important about it?

For us, collaboration is about using technology to smoothly and effectively bring people and community resources together to accomplish more than what any one entity could accomplish alone. Co-laboring (working together) is not just nice, but necessary in the social service world. From an ecological perspective, individuals who seek support from social services generally require interventions in multiple domains, from housing to work assistance, to counseling, energy assistance, or after school programs, to name a few. Because we want to help the “whole” person, we need to be able to provide “whole” solutions. And that’s what effective collaborations among community providers do.

The words “smoothly” and “effectively” are essential to notice. The “smooth” part refers to ClientTrack’s ability to facilitate (i.e., “make facile, or easy”) the information sharing process. Community service providers can use ClientTrack to securely and confidentially share client information (with client consent). Among other benefits, ClientTrack makes it possible for a provider to immediately check availabilities and openings with other community service organizations, instantly enroll a client in their services, provide immediate referrals, and provide intake information electronically to the other providers. When information and services are shared like this, the client doesn’t have to fill out paperwork again, and providers don’t need to spend unnecessary time re-collecting basic information (which equates to saving money… something we could all use right now!).

By “effective,” I refer primarily to the ability to track client-level information across a number of community services. A primary case-manager, for example, might be able to immediately see that a client visited an employment agency over the last week, or was able to find temporary housing through another service provider. Beyond this immediate knowledge, client outcomes (e.g., quality of life, self-reports, self-sufficiency) can be assessed based on system-wide information, and not simply a “snapshot” of services received in one location.

In summary, collaboration is critical because a client-centric approach, tied into a community of resources through technology, facilitates simplified, whole solutions that can be evaluated based on system-wide outcomes.

Do you have any specific examples about new ways organizations are collaborating more effectively or more efficiently?

Three examples showcase a few of the collaborative efforts of our current clients. Their organizations are of various sizes, and each has unique needs and means for collaboration.

>> Example One: Large Collaborations

One of our clients is the AIDS Foundation of Chicago (AFC; http://www.aidschicago.org). They are a local and national leader in the fight against HIV/AIDS, due in large part to their innovative, collaborative approach to providing services to individuals affected by HIV/AIDS. Specifically, they serve as a “lead agency” overseeing and coordinating services among more than 60 affiliated organizations in the Chicago area. Over 50 of their organizations now use ClientTrack, providing smooth, secure exchanges of client information from one service to the next. The system is configurable to each organization’s specific needs, but shares the same information pool. This translates into a reduction of duplicated information, saved time in information gathering, improved client services, and ultimately, improved organizational efficiency. Shared information allows participating providers to spend less-time in paperwork, and more time in people-work.

The scale of their collaborative efforts is inspiring, but what’s even more notable, is how it all seems to be working out so well. Through this “lead agency” model of collaboration, AFC can provide clients with excellent care across a continuum of services and decrease the gaps in service clients might otherwise experience. Additionally, through this model, AFC is in an unprecedented position to evaluate client-level information from a system-wide perspective. What this means is that they will eventually be able to track the progress of an individual as a result of receiving multiple services throughout the community. Because of their broad vision and future-looking leadership, AFC was recently awarded a substantial grant from a private foundation that will help them improve their client information systems, including enhancements to further leverage their implementation of ClientTrack.

For any who are interested, we are hosting a very relevant webinar in a couple of weeks. The Director of Program Data and Special Projects at AFC will be discussing how AFC has encouraged community programs to “buy into” their collaborative efforts, and the strategies others might consider to successfully build their own collaborative networks. (More information available on the CT website.)

>> Example Two: Resource Power through Collaboration

We are currently in the first phase of implementation with a group of three Community Action Agencies in Massachusetts. In this situation, the collaboration among the organizations is not about the need to share client information between organizations (as a result of geographical separation). Instead, they recognized that a common intake process among all the agencies would benefit policy advocacy and decision-making on a state level. That is, by collaborating to collect the same information and use the same intake assessment, they can improve the quality of information (e.g., number of individuals served, total money spent in given programs) they use in their advocacy efforts on a larger, macro scale.

As a second benefit, their collaborative efforts granted them purchasing power that they would not have had otherwise. As a group, they were awarded a state grant to assist them in implementing software that would support a universal intake solution. With those funds, they hired an agency to help them assess, find, and implement an appropriate solution. They were able to share and reduce costs along the way specifically because they were working together. Their collaborative efforts created funding and service-improvement opportunities they couldn’t have had working alone. Through collaborative efforts, this group of Community Action Agencies is accessing resources that only collaboration could provide.

>> Example Three: Collaboration Effectiveness and Excitement

A final example is Action for Boston Community Development, Inc. (ABCD) (http://www.bostonabcd.org/). ABCD is the oldest and largest community action planning (CAP) agency in the United States. The organization provides more than 100 programs through 13 community neighborhood centers that impact more than 100,000 low-income families in the Boston area.

As a tool for optimizing collaborations, ClientTrack has made a difference for ABCD in three primary ways. First, ABCD has been able to improve their internal collaborations. Specifically, the technology has allowed each of their programs to “speak the same language” in the data they collect and share. Like many nonprofits, they were using a variety of software programs to meet a variety of needs (e.g., intakes, assessments, eligibility determinations, case progress notes, scheduling, referrals). As a result, the ability to share information from program to program or center to center was challenging, given that the information—often duplicated—was created in different formats that were not easily compatible with one another. By using ClientTrack, ABCD was able to standardize the process for collecting information, bring the functionality of many programs into a single program, and share a common pool of securely accessible information about their clients. Through the shared database, workers in ABCD’s neighborhood centers are now able to conduct quicker intakes for clients already in the system, reduce duplicated information, track services received in other programs, simplify referrals, track system-wide outcomes, and many other aspects required for effective case management. By collaborating and sharing information, ABCD’s staff has simplified and automated many of their administrative procedures. This translates directly into letting them focus more on what matters most…the people they serve.

The second benefit for ABCD of collaborating and sharing data is the ability to use information for broader, organizational-wide purposes. Specifically, because their information is stored in one central database, ABCD can access the data in a variety of ways. They can use the information to create reports for various grants they receive (a very large task!), analyze the effectiveness of their programs and services, or create reports that showcase the benefits of their services to donors and their communities. By coordinating shared information among their various programs, they can show better accountability and transparency regarding their funds and the services they provide.

Finally, in developing their collaborations, ABCD has noticed that other programs affiliated with ABCD, but not currently using ClientTrack (whether due to prior investment or funding requirements), are noticing the value of their collaborative efforts. The fact that ABCD’s collaborations in case management are really happening, and are not just ideas on paper, is generating an appeal and excitement among other organizations. This excitement, in turn, will generate further collaborative efforts. When done well, collaborations can perpetuate and expand their own existence, to the benefit of all involved.

Regardless of the specific tools used for collaboration, what are some of the processes or elements to success you’ve seen?

I approach this response with a technology bias. I strongly believe that collaborative technology solutions are critical for social benefit organizations to maintain viability and avoid liability. The paper-based approaches to providing services are a liability for nonprofits, given that many funding organizations increasingly want to be certain their money is being maximized. Seeking grants is fundamentally about reducing uncertainty, and paper-based processes only open the door to greater uncertainty (regarding efficiency, security, privacy, reporting, etc.). With that said, the following is my list of specific processes and elements that lead to successful collaborations:

  1. Visualize your “ideal” collaboration before anything else. This will be the basis of implementing solutions that work.
  2. Find champions of your collaborative efforts and let them help you promote your vision.
  3. Implement a technology solution that can grow, change, and keep up with your vision and expanding collaborative efforts.
  4. Implement a technology solution that can “talk” with other technology solutions used by other organizations.
  5. Implement a technology solution that works with data the same way you work with people…client-centered (not service-centered). This approach to data makes tracking clients across collaborations much easier.
  6. For smaller organizations, join with other community organizations to increase purchasing power on your collaborative technology solutions.
  7. Be creative with collaborations: Share advertising, events, office space, or other resources.
  8. Recognize that collaborations are like marriage or getting a new roommate: you’re bringing together different systems that require mutual adjustments. Those adjustments can be difficult and take time and effort, but are well worth the outcomes.

What’s ahead for you in 2010?

As a ClientTrack team, we are looking forward to 2010 and the opportunities to again link arms with nonprofits everywhere to make a difference. I don’t want to make light of a “kumbaya” setting, but there’s a lot to understanding the power of people and communities coming together in a common cause. These are difficult times for many nonprofits, with tightened funding streams and increased demands for service. 2010 is not likely to improve.

But, we are confident that we have solutions that can help community providers make a difference. Creative collaborations will be critical in 2010; that’s why I’ve identified collaborations as one of the five things nonprofits must know in 2010. We can help organizations leverage technology to improve their day-to-day efficiency, simplify compliance reporting, enhance outcomes reporting, and build meaningful collaborations. We have outstanding products and services, developed and implemented by a group of dedicated people. We look forward to opportunities to share our solutions and work with organizations committed to providing best-practice services, quality care, and life-changing collaborations on behalf of their clients. By pushing together, we can move mountains.

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I’m so happy to share this interview with Scott because of the great examples he has to share from his work and the sector.  He’s been a great resource and conversation starter recently for me.  If you would like to contact Scott, learn more, talk about ideas or examples he has shared here, or just say hi, you can leave a comment here, follow ClientTrack on Twitter, or visit the CT blog.

Published on January 23, 2010 by Amy Sample Ward. 5 Comments

30 Hour Day: Livestreaming for Fundraising

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30 Hour Day is a cockamamie scheme concocted by Cami Kaos of Strange Love Live and Rick Turoczy of Silicon Florist. The concept? Livestream for 30 hours straight in an effort to raise money for charities like Free Geek, Oregon Food Bank, and Toys for Tots.  Yes these are Portlanders, hoping to fundraise to support local organizations in Oregon (USA), but they are hoping it helps you fundraise wherever you are, too!  That’s the power of livestreaming on the web, or at least the logic here.  With livestreamed content that you can use, too, the 30 Hour Day hopes to get people around the world involved.

I’ll be going on the air at 10 pm PST with my dear friend Marie (@mariadeathstar) in support of an organization that is incredibly important to us: Free Geek (you can see the notes about the birthday fundraising I did last year in support of Free Geek here).

Learn more about how you can get involved in the 30 Hour Day from wherever you are in the world!

Published on December 4, 2009 by Amy Sample Ward. 0 Comments

Interview: Social Media and Social Entrepreneurs

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This past weekend I had the opportunity to be in Rotterdam, Netherlands, for the European Summit.  There I met Petra Kroon in person, someone I follow online in the nonprofit technology space.  It’s always great to meet offline with folks you’ve already had conversations with online.  Petra wanted to a short interview before the event was over and she asked some interesting questions, like:

  • What’s so powerful in social media for social entrepreneurs
  • What is advice for entrepreneurs in 2010
  • What will the world look like in 25 years

Be sure to catch Petra’s blog (in Dutch, so use a translation tool like Google Translate) or follow her on Twitter.

Why social innovation benefits from social media from sociaal ondernemen on Vimeo.

What do you think?

What are your answers to Petra’s questions?  I’d love to hear what you would have said!

Published on November 24, 2009 by Amy Sample Ward. 2 Comments

DonorsChoose Interview & Social Media Challenge

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My collaborator, JD Lasica, at SocialBrite has just posted the interview and details below.  Please support the SocialBrite team (or any other blogger) in the Social Media Challenge!

DonorsChoose: open source philanthropy from JD Lasica on Vimeo.

Social Media Challenge is a leading example of micro-giving

When you think of organizations and nonprofits that have made effective use of Web 2.0 technologies to raise funds for a cause, DonorsChoose.org should be near the top of a very short list.

And October is once again the month when bloggers step up to the plate for the Social Media Challenge, now in its third year. Last year, bloggers big and small raised $270,000 to provide 65,000 students with the resources needed to learn. This year, Twitter has joined the fray.

At Socialbrite, we’d like to call on our readers to support students in public school classrooms in low-income areas. The cool part? You get to decide which projects to support — and you’ll be able to hear directly from the students who received your donation.

Please make a donation on the Socialbrite Giving Page. Some of the donations will have twice the impact because of a matching grant from the Bill and Melinda Gates Foundation.

And, of course, you can always create your own Giving Page.

Meantime, if you’re not familiar with DonorsChoose, the idea is a simple one: It’s a site where public school teachers could post what materials they were lacking in the classroom. Requests stay up for five months or until they’re fully funded.

Interview with founder Charles Best

I recently buttonholed founder and CEO Charles Best to get a first-hand account of the groundbreaking charity and its model for funding public school projects around the country. Charles thought up the site during a lunch conversation with colleagues at a public high school in the Bronx where he was a social studies teacher for five years, and his students volunteered to help start the organization. They hope individuals will contribute around $17 million this year for books, field trips, art supplies and technology needed by classrooms in low-income areas.

Watch, embed or download the 6-minute video on Vimeo
Watch the video in H.264 on Ourmedia

Some highlights from our chat:

• During the 2007 Blogger Challenge, he said, “we saw that a handful of bloggers who wouldn’t appear on the Technorati top 100 list and don’ have huge readerships were actually capable of raising the most money from their readers because they have a personal relationship with their followers.”

• With micro-giving, “someone with $10 or $25 to give can be a philanthropist. and get the same kind of accountability and vivid feedback that bill gates gets when he gives $1 million,” he said.

• The main reason it works is that you get to see how your donation was spent, you get photos from the classroom, and you get a personal reply from the teacher or students.

• There are 12,000 to 14,000 classroom project requests on the site at a time. About two-thirds get fully funded before they hit their expiration date.

• DonorsChoose is a great target for companies’ Corporate Social Responsibility programs. “Companies have a new ability to empower their customers to be philanthropists, to open source their philanthropy and let their customers or employees participate as grant makers,” he said.

• Long term, DonorsChoose wants raise $100 million a year for public classrooms this way.

Published on October 15, 2009 by Amy Sample Ward. 0 Comments