Category Archives: Education

7 Strategies to Maximize #GivingTuesday

As 2018 comes to an end, we’ve talked a lot about how to end the year with a bang when it comes to your fund development goals. (Find our 10 tips for your year-end giving campaign here). This blog is all about Giving Tuesday – the National Day of Giving.Screen Shot 2018-11-12 at 3.41.39 PM

Giving Tuesday falls on the Tuesday right after Thanksgiving. The idea is to have a day for giving thanks (Thanksgiving), followed by two days for deals (Black Friday and Cyber Monday), and then there is a day dedicated to giving back (Giving Tuesday!).

Giving Tuesday provides a unique opportunity for your organization to engage with donors, partners, and volunteers – and hopefully raise some money! To get the most out of your Giving Tuesday strategy, we recommend implementing these seven strategies:

  1. Set a giving goal
    Decide how much money your organization wants to raise on Giving Tuesday and what the money raised will go toward funding. Once you decide your goals, share them with your supporters! Donors want to know where their money is going and the difference it will make. This strategy will also help build excitement throughout the day as you creep closer and closer to your day’s goal.
  2. Focus on new donors
    Giving Tuesday is a great opportunity to engage with new donors, no matter the size of the gift! Use messaging that clearly illustrates your mission and work for individuals who may not know much about your organization. Talk about the importance of your services and your impact in the community. Include options for gifts as small as $5 on your donation pages to get new supporters in the door.
  3. Engage millennials Giving Tuesday is a very social and hashtag friendly day of giving. It may not connect with all donors (which is why Giving Tuesday should only be one piece of your year-end giving campaign), but it is a perfect opportunity to get millennials excited about your mission AND sharing your campaign.
  4. Use various communication mediums Videos, pictures, and testimonialsScreen Shot 2018-11-12 at 3.39.46 PM are all great tools for sharing your organization’s story. Since Giving Tuesday is primarily an online campaign, you will need to think of how you’re engaging supporters in a way that stands out in the often-distracting digital world. Check out case studies from Giving Tuesday campaigns in 2017 here. Notice the unique messaging, visuals, and strategies used. You’ll see that not everyone focuses on raising dollars during their campaign. In-kind donations may be just as valuable for your organization. You can frame your entire campaign around your organization’s specific need.
  5. Schedule “pushes”
    Tuesday, November 27th may be the big giving day, but planning content to promote leading up to Giving Tuesday will really increase your impact. We recommend 1-2 additional communications in the weeks prior to Giving Tuesday. Promote on your social media platforms that your organization is participating in Giving Tuesday, and share what the day is all about. Send an email blast to your contact list to get them excited about participating. It’s not too early to start building excitement!
  6. Implement peer-to-peer fundraising
    Giving Tuesday is the day to rally the troops and get your network engaged in your fundraising goals. Encourage volunteers, board of directors, staff, and partners to share why they support your organization on their own personal social media platforms. Provide your supporters with content and language to share that is consistent with your messaging. Encourage key contacts to create their own fundraisers on your organization’s behalf.
  7. Follow up with donors We know it’s a busy time of year, but don’t neglect your donors. Acknowledge every gift, no matter the size. Have a process in place for depositing gifts in a timely manner and issuing gift receipts for tax purposes.

As the holiday season approaches, our team would love to support your fundraising efforts. Check out our services here, and contact us today for a free consultation!

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5 Tips to Implement an Evidence-based Program

When awarding funding, philanthropic funders want to invest in “what works” and is proven effective. Many funders show preference for programs and practices that are evidence-based. Implementing an evidence-based program is a great way for grant seekers to demonstrate that they are also committed to “what works”.

For example, the Richard M. Fairbanks Foundation recently awarded funding to over 20 schools and school districts as part of their Prevention Matters initiative.  Prevention Matters is a three-year grant initiative aiming to help Marion County schools identify, implement and sustain proven substance use prevention programs.

To apply for this funding, schools selected an evidence-based substance use prevention program that aligned with their needs. In their proposal, schools had to demonstrate that they had a strong plan for implementation and sustainability. Developing such a plan can be a daunting task, but is crucial for successful implementation. We worked with Bishop Chatard and the North Deanery Schools of the Archdiocese of Indianapolis to help them develop their implementation plan and proposal (Which was fully funded by the Fairbanks Foundation! Learn more about our fundraising services here.). Here are 5 tips we used to help them prepare to successfully implement their evidence-based program!

1. Select an Evidence-based ProgramWhat Works Image (1)

First, you need to find a program that aligns with the needs you are trying to address. For example, if you are a school looking to prevent substance use and violence, while also promoting positive youth development, you may choose to implement the Botvin LifeSkills Training curriculum.

Taking the time to research available programs is crucial to ensuring successful implementation and maximum impact. To learn more about how to find an evidence based program, check out this blog!

2. Assess your Organization’s Capacity

Once you have selected an appropriate evidence-based program, it is important to assess your current funding and staffing capacity. You want to assess if your current organizational capacity will allow you to implement the program with fidelity. Fidelity refers to the extent to which you deliver your program as the original program model intended. Evidence-based programs are  proven effective and that effectiveness relates to how the program is implemented. Therefore, fidelity to the model is crucial to successful implementation.

Completing a feasibility study is a great way to assess your capacity and readiness. A well designed feasibility study will help an organization assess 1) if what they are thinking of implementing is possible and 2) how to consider implementing it. Check out this blog to learn more about completing a feasibility study.

The assessment of your capacity may indicate that you need to make some organizational changes. For example, you might need to tweak your program budget to purchase necessary materials and/or hire additional staff. Making these operational and workforce investments will lead to more successful implementation and program outcomes.

3. Create an Implementation Plan

Next, it’s time to flesh out your implementation plan. This plan should include a timeline and should specify staff members’ responsibilities for program related tasks. Many evidence-based programs have a set number of required sessions and guidelines for how frequently they should occur. Make sure that your implementation plan aligns with program requirements.

4. Train and Prepare Staff

Once you create your implementation plan, provide training for staff involved in the implementation. Involved staff should have a clear understanding of the program goals, activities, and their responsibilities throughout implementation. Your implementation plan should also include continued professional development opportunities and training for staff, to ensure continued high quality implementation.

5. Establish Continuous Monitoring Procedures

Once you begin implementing the program, you want to continuously monitor your fidelity to the program model. Many evidence-based programs come with accompanying fidelity checklists. It is important to identify a staff member, or an outside evaluator, who will conduct observations of the program to evaluate the implementation. You can use observations and fidelity checklists to assess if the program’s implementation is consistent with the original program model.

If your organization is looking for support in choosing, implementing or evaluating an evidence-based program, contact us today to learn more about our program development and evaluation services!

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7 Tips for Using LinkedIn to Promote Your Work

We cover tips for enhancing your overall social media presence in our Marketing 101 blog series here. You’ll want to keep those tips in mind as we take a deeper dive into the perks of promoting your organization on LinkedIn.

We know there are many social media platforms you can use to promote your work. It quickly gets overwhelming when you try and keep up with everything. We recommend choosing 1-2 platforms to engage with your targeted audience (whether that’s donors, clients, etc.), and do those really well.

We are big fans of LinkedIn at Transform Consulting Group, and we choose to invest time and resources into connecting with our audience through this platform. Why? For TCG, LinkedIN is where our target population is spending time and the best use for our efforts. It will vary depending on your client audience. For example, if your audience is younger, then Instagram or Twitter might be a better fit.

LinkedIn also relies on staff and employees to help promote the organization’s presence. Because our team works across the state, we often have colleagues attending different events or meetings. Our team is on the go, and LinkedIn is a great platform for everyone to share what they are learning and doing related to TCG.

To ensure that we are best leveraging this platform, we follow these 7 practices and think you should too!

7 Tips for Using LinkedIn to Promote Your Work

  1. Screen Shot 2018-10-23 at 4.28.16 PMAdd Visuals – When setting up your organization’s profile, include your logo and a cover image on your organization’s page. Your logo appears when members search for you as well as on your employees’ profiles. Research shows that companies with logo images get six times more traffic to their pages
  2. Be Consistent – When we talk about consistency, we’re talking about two areas: 1) in the content posted and 2) in the way your staff engages online.

    As with any social media content or marketing effort, it is important to stay true to your brand (check out tips in this blog). Your content should be relevant to your work and the sector you serve. Share articles and reports that are related to your cause. Snap photos of clients and share your story of impact. Always remember who you’re targeting to determine if the content is relevant and appropriate.

    Consistency also applies to your staff because LinkedIn really encourages “networks.” As mentioned earlier, this is what makes LinkedIn work. The way to expand your network is by having staff link their personal profiles to your organization’s page.

    One of the first things we do at TCG when we have a new hire is share step-by-step instructions for adding their new position with our company to their personal profile. You can search any of our staff and you’ll find consistent language explaining TCG and our work. Because everyone is expected to link our organization page in their work history, we want to make sure that their networks are getting an accurate picture of who we are.

    If you do a quick scan of your employee’s LinkedIN profile, are they all consistently and accurately explaining your organization? If not, then this is an opportunity to strengthen the branding and awareness of your organization. Add this step to your staff orientation checklist!
  3. Optimize for Search – Company pages on LinkedIn are search engine optimization (SEO)-friendly. Google previews up to 156 characters of your page text, so fill in your descriptions with powerful, keyword-rich copy to uniquely explain your organization.

    On LinkedIn members can search for companies by keyword. Include words and phrases that describe your organization, expertise, and industry focus. 
  4. Encourage Engagement – Your engagement on LinkedIn relies heavily on your network. (Are you sensing a theme here?) The easiest way to get your content shared with new people is to encourage participation from your team. Challenge your staff to “like”, comment and share your organization’s posts. When they do this, their individual networks are then able to view and engage with your content. This is vital to growing your following!

    We have a weekly social media challenge among our TCG team. Everyone is asked to post one time a week and link our company. We do this to hold our team accountable to helping grow our organization’s online presence, while also having clear, simple expectations. It’s easy to get sucked into social media. This allows for healthy boundaries that keep everyone on task!
  5. Share Content Regularly – Plan to post on LinkedIn organization page 3-5 times per week. Consistent posting encourages engagement. Updates posted in the morning usually earn the highest engagement.
  6. Experiment with Ads – As with most Screen Shot 2018-10-23 at 4.00.56 PMsocial media platforms, LinkedIn ads are low cost and can open doors for new clients, donors, etc. LinkedIn offers different options for their campaigns. You can target a specific audience to promote content, create actual ads that will pop up viewers’ homepage, or send target messages directly to people outside of your network.

    As with any advertisement, use engaging, colorful language and visuals that are specifically geared toward your audience. If you’re going to spend money, make sure there is a clear call to action in your ad so you can easily track your return on investment.  
  7. Track Progress – LinkedIn has free analytic tools for tracking engagement. You’ll find this tab in the top left corner. This tool will help you track what content your followers are engaging with, demographics of your visitors, best times to post, etc. We pull a monthly report from this tool to ensure that our efforts on LinkedIn are working and identify areas we can improve our approach. Screen Shot 2018-10-23 at 4.30.26 PM

We believe social media is a great method for telling your organization’s story. At TCG, we want to help you accelerate your impact – whether that’s with your marketing efforts or through our other servicesContact us today and learn more!

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5 W’s of a Process Evaluation: Part 2

In a recent blog post, we introduced the first two W’s of a process evaluation:

  1. Why conduct a process evaluation
  2. Who should conduct a process evaluation

This blog post will cover the remaining three W’s:

  1. What methods to use to conduct a process evaluation
  2. Where to conduct a process evaluation
  3. When to conduct a process evaluation
WHAT METHODS TO USE WHEN CONDUCTING A PROCESS EVALUATION

There are several different data tools and methods you can use during a process evaluation. It may be helpful to use a combination of these methods!

  • Review documentation: It can be helpful to review staff logs, notes, attendance data and other program documents during a process evaluation. This method will help you to assess if all staff are following program procedures and documentation requirements.
  • Complete fidelity checks: Many programs/curriculums come with fidelity checklists for assessing program implementation. This is especially important if you are implementing an evidence-based program or model. Programs may have a set number of required sessions and guidelines for how frequently they should occur. You can use fidelity checklists to assess if the program’s implementation is consistent with the original program model.
  • Observe: Observations can be especially helpful when you Y Observationshave multiple sites and/or facilitators. During observations, it’s crucial to have a specific rating sheet or checklist of what you should expect to see. If a program has a fidelity checklist, you can use it during observations! If not, you should create your own rubric.
  • Collect stakeholder feedback: Stakeholder feedback gives you an idea of how each stakeholder group is experiencing your program. Groups to engage include program staff, clients, families of clients and staff from partner programs/organizations. You can use interviews, surveys, and focus groups to collect their feedback. These methods should not focus on your clients’ outcomes, but on their experience in the program. This will include their understanding of the program goals, structure, implementation, operating procedures and other program implementation components.

In our evaluation project with the Wabash YMCA’s 21 Century Community Learning Center, we used a combination of the methods described above. Our staff observed each program site using a guiding rubric. Our team collaborated beforehand to make sure they had a consistent understanding of what components to look for during observations. We also collected stakeholder feedback by conducting surveys with students, parents and teachers. The content of these surveys focused on their experiences and knowledge of the program. After the program was complete, we reviewed documentation, including attendance records and program demographic information.

WHERE TO CONDUCT A PROCESS EVALUATION

You should conduct a process evaluation wherever the program takes place. To capture an accurate picture of implementation, an evaluator needs to see how the program operates in the usual program environment. It is important to assess the implementation in all program environments. For example, if a program is being implemented at four different sites, you should assess the implementation at each site.

In our evaluation project with the Wabash YMCA, we assessed the program implementation at three different school sites. This involved physically observing the program at each site as well as reviewing records and documentation from each site. Being in the physical environment allowed us to assess which procedures were used consistently among sites. It also helped us identify program components that needed improvement.

WHEN TO CONDUCT A PROCESS EVALUATION

An organization can conduct a process evaluation at any time, but here are a few examples of times when its use would be most beneficial:

  • A few months to a year after starting a new program, you can conduct a process evaluation to assess how well your staff followed the implementation plan.
  • When you’re thinking about making a change to a program, a process evaluation will help you determine in what program areas you need to make changes.
  • If your program is not doing well, conduct a process evaluation to see if something in your process is interfering with program success.
  • When your program is doing well, conduct a process evaluation to see what in your process is making it successful.
  • If you’ve had issues with staff turnover, conducting a process evaluation can help identify gaps in staff training, professional development and ongoing support that may be contributing to the turnover rate.

To determine when to conduct a process evaluation, it is also important to consider the capacity of your organization. Make sure that your staff will have enough time to devote to the evaluation. Even when using an external evaluator, staff may need to spend extra time meeting with evaluators or participating in focus groups/interviews.

We conducted our evaluation with the Wabash YMCA at the end of their first year of program implementation. Evaluating their first year of implementation allows us to provide them with recommendations on how to improve the program’s implementation in future years. We will conduct a similar evaluation during the next three subsequent years to track their operations and processes over time.

If your organization needs support in conducting a process evaluation, contact us today to learn more about our evaluation services!

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3 Strategic Plan Tools to Create

Congratulations! You have journeyed through the 4 steps of our Strategic Planning Process and you’re ready for the final step: Create. (We covered step 1, step 2, and step 3 in previous blogs).

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The goal of a strategic plan is to develop timely, relevant and action-oriented plans for the future of your organization. Once you have a clear direction, it is time to make sense of the information and package it in a way that is meaningful and possible to implement.  

At TCG, we believe a strategic plan has little value if it is a report that sits on your shelf, never to be seen again. We don’t create long strategic plan reports that you can’t use. We want you to use it, share it and review it on a regular basis.

When working with clients, we recommend and create 3 different strategic plan tools:

1. One-page strategic plan – This is a one-page summary of your goals and top strategies. This tool can be shared externally with partners, funders, and other key stakeholders as well as internally with staff.

When creating a strategic plan for the Wabash County Early Childhood Education Committee, we wanted a one-page overview that highlighted the following key elements:Screen Shot 2018-07-27 at 2.03.33 PM

a. Stakeholders involved (especially since this is a collective impact, multi-sector plan)

b. Goals

c. Strategies

d. Outcomes

Each one-pager for the strategic plan that we create is unique to the client but essentially covers their top goals and strategies.

2. Strategic plan report – This report explains the process of how the strategic plan was completed, the information that was collected, and more details about the goals and strategies. This is typically an internal document that is shared with staff and the board to use when reflecting on the process. It’s especially helpful to document this information for when there are leadership transitions with the staff and board.

Screen Shot 2018-07-27 at 2.03.53 PM

3. Implementation plan – Too often we find that organizations get stuck with figuring out how to take the big picture elements in the strategic plan and make them operational. We create an “implementation plan” to unpack the strategic plan into actionable steps for staff, committees and the board. The main audience for the implementation plan is staff, board and committee members who are most likely responsible for implementation.  Screen Shot 2018-07-27 at 2.04.09 PM


This could be set up like a calendar or a chart that describes who is responsible for each step. We also love using Tableau to create a strategic plan dashboard to track and monitor action items and milestones. The point is that we want all parties involved to have a clear understanding of the timeline, so that they can put the plan in motion.

Is your organization ready to jump into a strategic planning process? Learn more about our strategic planning services here. Contact us today, and we’d love to chat about how our team can meet your needs.

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3 Steps to Establish Clear Outcomes

Evaluation is key in determining if your program is making the desired impact. While critical, evaluation can be an overwhelming and intimidating process for organizations. We have worked with several clients to help them embark on the journey of evaluating their program(s). At Transform Consulting Group, we follow a four-step evaluation process. The first step of establishing clear outcomes can be one of the most difficult. You know what your mission is and you know your vision for a better community, but how do these translate into measurable outcomes?

4 eval steps

 

1. Establish clear outcomes

2.  Create or modify data tools and system

3. Analyze the data

4. Use data to make informed decisions

 

Outputs vs. Outcomes

When determining outcomes, the conversation usually starts with program outputs. Outputs are what your program produces: activities, services and participants. Tracking, analyzing and reporting your program outputs is a valuable way of displaying an organization’s work! For example, let’s say an after-school tutoring program served 650 students during the 2017-2018 school year. You could further break that number down by age and frequency of services:

Age group Session Frequency Number of participants Total number of sessions provided
3rd-5th grades Weekly for 10 weeks 320 320×10=3,200
6th-8th grades Weekly for 15 weeks 330 330×15=4,950
Total tutoring sessions provided= 8,150

With a few simple calculations, we have a powerful representation of the work this tutoring team has accomplished! However, outputs alone don’t display programmatic impact.

Outcomes go one more step in showing impact. Outcomes are the changes in knowledge or behavior that you want your clients to experience as a result of your program. They are the “so what” of your services and activities. There are three levels of outcomes that you want to set and measure:

  1. Short-term: What changes in knowledge, attitude or behavior do you want to see in your clients by the time they complete your program or service?
  2. Intermediate: What changes do you want to see in client knowledge, attitude or behavior 6 months-12 months following program completion?
  3. Long-term: What changes do you want to see in client knowledge, attitude or behavior 1+ years after program completion?

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We recently worked with the Center for Leadership Development (CLD) to develop short-term, intermediate and long-term outcomes. They are focused on helping get more students of color to and through postsecondary education. Here are three steps that we used to help them establish clear outcomes that assess the impact of their organization.

1. Align to Organizational Mission and Purpose

When you set outcomes, you want to make sure that they align with your organizational mission and benchmarks. CLD’s programming and organizational benchmarks are centered around five principles for success: character development, educational excellence, leadership effectiveness, community service, and career achievement. We helped them establish several outcomes that aligned with their programs, missions, and key principles. 

2. Review Funder’s Priorities 

When receiving grant funding or large donations, organizations often make commitments about what they will accomplish with those funds. Therefore, you want to make sure that future outcomes still align with your current funding priorities and commitments. We worked with CLD to make sure that their many outcomes aligned with the commitments they had made with their current funders.

3. Develop SMART Outcomes

When working with clients to develop outcomes, we follow the “SMART” rubric. We plan to write a full blog to go more in-depth about the SMART rubric, but for now the main takeaway is that they are specific, measurable, achievable, relevant and timely.

One of CLD’s long-term desired outcomes is for 75% of their participants to earn a bachelor’s degree or credential within six years of high school graduation. This outcome aligns perfectly with their mission and funding commitments, but is it SMART? Let’s check!

Copy of Establishing Clear Outcomes draft (2)With their clear outcomes established, CLD now has a road map of where they want their participants to go. This road map not only helps CLD stay on course, but it also helps to paint a picture of their desired impact for their funders and supporters. Now they are ready to move on to the next step of their evaluation: Creating or modifying data tools and systems!

If you’re ready to evaluate your program, but are hesitant to take the first step, contact us today!

 

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Tools Your Board of Directors Need to be Effective

Every nonprofit organization and school has a Board of Directors that is meant to help govern the organization. There are many companies, books, and webinars that solely focus on supporting Board of Directors. Over the years, we have found and developed some key tools that are easy to apply to help organization and their Boards govern more effectively.

Board of DirectorsWhile some of these Board tools might seem standard, we still find that these are missing and/or have not been well developed. We could write a blog post about each of these tools (and maybe we will!). This is a quick overview of the value and purpose of each tool to help your organization think about how you might integrate them into your Board of Directors.

8 Tools to Strengthen Your Board of Directors

  1. Bylaws: This is a legal document and also a roadmap for actions that the organization can take. While there are plenty of bylaw templates online, your organization should customize the bylaws. Some basic items to include in bylaws include: number of board members, how board members are selected, board meetings, committees, voting procedures, conflicts of interest, etc. We recommend that organizations annually review their bylaws and make sure that they are clear and provide good instruction to guide the Board of Directors.
  2. Board Manual or Handbook: The Board handbook is the “toolbox” for Board members that provides more detail than the bylaws. This is a great resource to review during new Board member orientation. Some of the key elements that we look for and include in Board Handbooks are: Organization Overview, Contact Information, Board Meetings, Finances and Fundraising, Governance, Committees, Board Policies, and Board Resources.
  3. Board Member Job Description: The last thing that an Executive Director or Board President wants to hear from a Board member is, “I didn’t know I was joining the Board to do ______.” One of the most prominent issues that we come across in working with Board of Directors is a lack of clear expectations for the Board of Directors. A Board Member Job Description is exactly as it sounds and similar to an employee job description. It clearly articulates what is expected of the Board member, such as meeting attendance, committee involvement, other organization involvement (e.g, attendance at certain events), a “give or get” policy (related to fundraising), and member terms. This information should all be communicated during the recruitment process, so that when the Board member is signing the form there are no surprises and everyone is in agreement about expectations.
  4. Board Self-Assessment: In healthy organizations, there are ongoing performance reviews and assessments to check-in on how well the organization and its employees are functioning. The Board Self-Assessment is a good exercise for the Board to reflect on how well the Board is functioning against some key best practices. This could be a good practice to complete with
    a 3-year strategic plan. We have developed a 3-page Board self-assessment tool, and there are many online. Indiana Youth Institute has a self-assessment tool online here. The Boys and Girls Club of America developed A Framework for Continuous Improvement of Nonprofit Board Effectiveness that could also be used as a self-assessment.
  5. 1:1 Individual Board Member Check In: One strategy to engage current Board members is to schedule individual annual meetings with each Board member and the Executive Director and Board President/ Vice President. These individual check-in meetings provide a great opportunity to review the expectations of being a Board member, celebrate the successes and engagement of the last year and follow-up on any concerns. It is also a great time for the Board member to affirm their commitment for the coming year, such as financial pledge, leadership and/or committee roles and any connections to make.
  6. Board Meeting Calendar and Key Decisions Meeting Calendar: This is a “two-fer”. Yes, it may seem simple to state that a Board tool is a meeting calendar/ schedule, but you would be surprised by how many organizations do not have a clear meeting schedule and then struggle with attendance. We suggest sending out the Board meeting calendar for the year to all Board members and including any additional important dates (e.g., annual member meeting, required fundraising event, etc.). In addition, in order to help drive strategic decisions at the Board meeting we suggest developing a “key decision meeting calendar”. Every organization has some key decisions that the Board will need to vote on and/or participate in, so it is helpful to put those on the calendar, such as annual budget review, program evaluation reports, and strategic plans (planning, check-in or updates).
  7. Board Member Recruitment Process: While the bylaws should outline at a high-level the process to approve new Board members a more detailed recruitment plan is helpful to standardize the process. We often work with many organizations who struggle with small Board of Directors and are wanting to recruit more Board members but lack a clear understanding of the type of Board member that would be a good fit and a process to recruit. We have developed several Board recruitment tools: a board composition assessment (what are your current “assets” and “strengths” on the Board and then your “gaps”); a nomination form that Board members can submit when they want to recommend a candidate; a new member application to gather some key information from prospects; and interview questions that Board members use when meeting with a prospective member.
  8. Communication Flowchart: The last thing that an organization wants is to have one of their board members approached by a volunteer or staff member making a request, and the board member not know the procedure for how certain decisions are made. A communication flowchart explains how decisions are made within the organization and the role of the Board of Directors and its Committees.

How well is your Board functioning? Would any of these help improve the effectiveness of your Board? Transform Consulting Group would love to work with your organization to identify opportunities to strengthen your Board and ultimately the impact of your organization. Contact us today for a free consultation.

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Marketing 101: 6 Ways to Improve Your Website

Improve Website ImageAt Transform Consulting Group, we know your work is important. We also know your time and resources can be limited, regardless of the role you play at your organization. We work with many organizations and programs who are stretched thin working on the front lines with individuals and families to make an impact.

We understand that the behind the scenes marketing gig is rarely your top focus. We also see too many programs fail when they see marketing as a luxury instead of a necessity. The reality is, you need to market in some capacity if you want to grow your organization and continue your good work.

At TCG, we’re here to help. We want to make the process of laying your marketing foundation as easy and painless as possible. That’s why we’re continuing with our Marketing 101 blog series. We covered tips for branding here, best practices for enhancing your social media here, and this blog will unpack 6 simple ways to improve your website.

If you don’t already have a website, then set one up as soon as possible! There are two major reasons why you need even the most basic website:

  • Your clients expect it. Six out of ten consumers expect brands to provide online content about their business, and more than half go directly to the website for information.

  • You control the message. You don’t always have power over what people say about you on social media or on other platforms, but on your website, you are in charge of the narrative. This is your space for telling your organization’s story.

If you don’t have a website, check out free sites like WordPress, and get something posted as soon as possible!

If you do already have a website then you’re halfway there! Now it’s time to take things up a notch with these 6 tips:

1. Capture Attention Quickly

You don’t have much time to capture attention online. The average page visit lasts less than a minute. This Screen Shot 2018-04-30 at 4.33.15 PMmeans you must grab the viewers’ attention quickly, and give them reasons to stay on your page. Your homepage should clearly state who you are and who you serve. You can’t necessarily give away all the information on the first page, but a visitor should be able to gain some basic understanding of your organization during that first glance.

Take a look at our TCG homepage. Without even scrolling, visitors can click on a testimonial video and see our mission statement front and center.

2. Use Active Voice

Whenever possible, use active voice when writing the narrative on your website. Passive sentences end up being wordy and vague. Active voice encourages active readers. You want readers who are engaged and who, hopefully, act! Using active voice also helps increase your SEO (search engine optimization – see more in tip #5).

3. Be Personal

People want to know you, like you and trust you before they work with you. Show behind the scene glimpses of Screen Shot 2018-04-30 at 4.46.36 PMwhat goes on at your organization and your culture. Use conversational language and avoid technical terms that aren’t approachable.

At TCG, we’re proud of the culture we have created, and we want to showcase it! One way we do this is by highlighting our perks on the career page. We also have individualized bios for each team member.

4. Make it Mobile Friendly

Nearly 60 percent of online searches happen from a Cell phonemobile device. What does this mean for you? Your website needs to be just as compelling whether someone visits on their desktop or cellphone.

Here are some quick tips for making your site mobile friendly. However, the biggest thing to start doing now is test it. Have your staff members pull up your company’s site on various devices (phones, iPads, laptops of different sizes, etc.) and see how it looks!

5. Improve SEO

You can take courses and spend hundreds and thousands of dollars trying to learn how to make your website searchable, or increase search engine optimization (SEO).

We won’t claim to be website experts. However, there are a few easy (and free!) tricks we’ve learned that you can start doing right now:

  • Publish Relevant Content: Quality content drives your search engine rankings. Create content that is specific to your audience. Identify keyword phrases for each page by thinking through how your readers might search for that specific page.
  • Update Content Regularly: Search engines like to see regularly updated content. This shows your site is relevant and your organization will pop up higher in searches.

6. Track Web Traffic

As with any marketing strategy, spend time assessing if your efforts are working! We use Google Analytics to track monthly data on our website. The setup for Google Analytics is free, but it looks a little different depending on your website host. Here is a tutorial to get started.

Once this is set up on your page, there is SO much information you can collect. Some major data you may want to track includes the following:

  • How many people visit your website daily?
  • How many new or returning visitors come to your site?
  • How many pages are people looking at when they visit your site?
  • How long do visitors stay?
  • What cities are your visitors from?
  • How are your visitors finding you (on social media, organic searches, etc.)?

You can also show side-by-side comparisons of different months or weeks to gain a good understanding of if you’re heading in the right direction.  This is a great method for tracking progress and areas to improve!

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At TCG, we want to help you accelerate your impact – whether that’s with your marketing efforts or through our other services. Contact us today and learn more!

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Marketing 101: 5 Ways to Enhance Your Social Media

At Transform Consulting Group, we see many organizations launch services and programs in response to an obvious need in the community or a gap to address. Your organization is getting into your work, because you have a passion for a cause. Too often nonprofits spend their time on making their programs and services amazing and not as much time on their marketing efforts.Social Media Image

We don’t expect you to be a marketing genius. We want to equip you with simple tools, so that you can do what you do best and it starts with your marketing.

We launched our Marketing 101 series with 5 Tips for Building Your Brand. In this blog we are focusing on your social media presence and will provide simple tips you can immediately implement with little time, budget or resources.

First, you may be wondering why invest time in social media? Social media is continuing to grow everyday – with over 69% of adults now using some sort of social media platform. It is a simple, low-cost way to promote your organization.

There are numerous social media platforms you can decide to utilize for your nonprofit. We understand your time is limited and recommend choosing 1 or 2 social media platforms to get started. There is no reason to spend time on every available social media site and stretch yourself too thin. By choosing 1 or 2 platforms, you can spend the necessary time making sure your efforts get the biggest bang.

There is a little science to choosing what social media platform to invest in, and it really depends on your audience and message. However, we suggest at least starting with Facebook. Facebook is the largest platform, with over 1 billion users daily. Other options to consider are Twitter, LinkedIn, Pinterest, Instagram, and the list goes on. Regardless of your chosen platform, these best practices can be implemented!

5 Ways to Enhance Your Social Media

  1. Post Regularly

Your followers need to hear from you on a consistent basis. Your posting schedule will vary depending on your social media platform. On Facebook, you should post at least one time a day. Twitter operates at a much faster pace and if you truly want your content viewed then you will need to post 3-5 times a day. On sites like LinkedIn, you may find that posting 3-5 times a week is most appropriate for your audience.

Screen Shot 2018-04-11 at 3.47.28 PMThis may seem daunting at first which is why we recommend scheduling your posts when possible. On Facebook for example, you can schedule as many posts as you want for free by clicking on the blue box on your wall.

There are also many tools available for scheduling posts on multiple social media sites. We use Hootsuite to schedule posts for Transform Consulting Group.

The hardest thing about posting regularly is coming up with compelling and relevant content! When crafting your content, consider posting the following:

  • Articles related to your cause to demonstrate your knowledge on the issue areas you are addressing;
  • Event information for upcoming activities within your organization or community;
  • Data and statistics that highlight your impact and successes;
  • Pictures of your work in action (pending client approval/permission;
  • Content shared by partners or other organizations in your network.

  1. Utilize free analytics tools

On most social media platforms, there are built in analytics tools you can use for free. (Facebook calls these tools “Insights” and you’ll find the tab in the top banner. LinkedIn and Twitter have tabs called “Analytics”).

These tools are only useful if you know what data to track. Here is an example of the data we monitor on Facebook on our company page and for clients like the Indiana Heart Gallery:

  • Reach – This number tells you how many people are viewing your content or page. It also includes people who haven’t “followed” your page, but can see your content.
  • Post Engagement – This number shows how often people are “liking” or “sharing” your content. By scrolling to the bottom of the “Insight” page, you can see the engagement on every post and use this information to determine the types of posts your audience is interested in.
  • People (found on the left side of the screen, under “Insights”) – This tab shows basic demographic data about the people who “like” your page. Determine the gender, age, and location of your target audience. Are those the same people who are viewing your content? If not, you may need to change up the things you are posting to attract the demographic you want to engage.
  • When Your Fans are Online (click on “Insights” and “Posts” on the left side of the screen) – This data will show you what days of the week and time of day your fans are online. This is valuable information as you start scheduling posts. Use this data to determine when you should post to ensure the most eyes see your content.
  1. Use visuals

Photos and videos perform better on all social media platforms. Avoid posts that just include text, but instead upload images or videos that capture your fans’ attention. Always make sure to include a photo when posting links to articles or a page on your website.

  1. Experiment with adsScreen Shot 2018-04-11 at 3.49.17 PM

We have had good luck with Facebook Ads for as little as $10 per post for our client the Indiana Heart Gallery.

The Indiana Heart Gallery has great engagement with followers on social media, but we wanted to target individuals who don’t already know about the Heart Gallery for our major events. The advantage of utilizing ads is that your content will reach people who aren’t already engaged with your page.

Whatever platform you utilize for ads, make sure you are specific about your target audience. Most platforms allow you to choose specific demographics, location, etc. of the people you want to target. Spend time making sure your content is appealing to the same target audience you are targeting with your ad.

  1. Engage with “Fans”

Respond quickly to messages, retweet partners’ post, share content, “like” comments on your wall, etc. The more you engage, the more often your company will pop up in people’s newsfeed!

At TCG, we are passionate about helping you move your mission forward. Are you interested in partnering? Contact us today and learn more!

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Summarizing the 2018 ELAC Interactive Annual Report

Indiana’s Early Learning Advisory Committee (ELAC) recently released its new 2018 Annual Report that was discussed in this blog post.

interactive-reportThis year, a new feature was developed along with the Annual Report – an Interactive Annual Report dashboard using Tableau. This dashboard allows the audience to take a deeper dive into the early childhood education data included in the Annual Report.

While the visualization of a data dashboard can be exciting, it can also be overwhelming. The interactive dashboards were inspired by the Indiana Commission of Higher Education’s use of dashboards. ELAC saw the opportunity to share the data that has been collected in a user-friendly format for community stakeholders. When you are browsing the new interactive dashboard, make sure to check out these eight key features!

8 Key Features of the ELAC Interactive Dashboard:

  1. There are five main sections of the dashboard: (1) Young Children and Families (2) Accessibility (3) High-Quality (4) Affordability and (5) Kindergarten Readiness. Simply, select the rectangle tab for the section you want to see.
  2. Data is compiled from multiple sources: The data that ELAC reports comes from multiple sources. A dashboard is a good format to pull together multiple data points and present it in a user-friendly format. ar-sources
  3. Each chart is included to answer a key research question: Check out the gray boxes to identify the questions that the data is answering. This can guide the information that you are seeking to find.
  4. Different charts are utilized to visualize the data: Each tab includes a variety of charts to answer the key research questions. For example, maps are included in each section to display how the data varies across the state.
  5. Data can be filtered by different categories: Charts have the option of being filtered by location, age or program type. There are filtering options throughout the dashboard, at the top of pages or along individual charts. filters
  6. Definitions and data sources are included: The Accessibility, High-Quality and Affordability tabs feature a “Hover for Help” option at the top of the page that features definitions related to content on the page. Throughout any page of the dashboard, hover over charts for more data and definitions. hover-example
  7. Data includes a ranking of counties: Each tab features a county ranking chart to help counties easily identify how they compare to the rest of Indiana’s 92 counties.
  8. Data can be shared or downloaded: The Tableau Toolbar is located on the bottom right of the dashboard. You can click on it Undo/ Redo/ Reset filters applied. You can share the dashboard with the url link and also via social channels, and you can also download it as a PDF.

If you have questions or comments about the ELAC Interactive Annual Report dashboard, email elacindiana@gmail.com or contact Transform Consulting Group.

Like what you see? Transform Consulting Group can help your organization develop a data dashboard customized to your needs. Contact us today for a consultation!

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