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Ready, Fire, Aim

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  • 1. Ready, Fire, Aim#12ntcfireTracy KronzakRobert Weiner
  • 2. Where We’re Going • Us (5 minutes) • You (goals for the session) (10 minutes) • Selection dos and don’ts (35 minutes) • Surviving implementation (20 minutes) • Q&A (20 minutes) Image: Marcelo NavaKronzak/Weiner: Ready, Fire, Aim 1
  • 3. Ready, Fire, Aim: Tales of 6 Nonprofits •Nonprofit A bought their database because it’s cloud-based. Image: Georgie SharpKronzak/Weiner: Ready, Fire, Aim 2
  • 4. Ready, Fire, Aim: Tales of 6 Nonprofits •Nonprofit B bought their database because it’s NOT cloud- based.Kronzak/Weiner: Ready, Fire, Aim 3
  • 5. Ready, Fire, Aim: Tales of 6 Nonprofits • Nonprofit C bought their database because the (really, really charming) sales person gave them a great deal.Kronzak/Weiner: Ready, Fire, Aim 4
  • 6. Ready, Fire, Aim: Tales of 6 Nonprofits •Nonprofit D bought their database because everyone knows it’s “the best.”Kronzak/Weiner: Ready, Fire, Aim 5
  • 7. Ready, Fire, Aim: Tales of 6 Nonprofits • Nonprofit E bought their database because an international charity (which is 1000 times the size of Nonprofit E) uses it. Image: AutomaniaKronzak/Weiner: Ready, Fire, Aim 6
  • 8. Ready, Fire, Aim: Tales of 6 Nonprofits • Nonprofit F bought their database because the board chair read about it in an in-flight magazine. Image: HyougushiKronzak/Weiner: Ready, Fire, Aim 7
  • 9. So why is this so F*#@!g Complicated?! Image: Marc BrakelsKronzak/Weiner: Ready, Fire, Aim 8
  • 10. It’s Therapy Copyright Charles SchultzKronzak/Weiner: Ready, Fire, Aim 9
  • 11. There are lots of moving parts Babbage Difference Engine - Image: Marcin WicharyKronzak/Weiner: Ready, Fire, Aim 10
  • 12. What You Want Copyright Paramount PicturesKronzak/Weiner: Ready, Fire, Aim 11
  • 13. What You’re Getting Image: http://awwwpuppyawww.comKronzak/Weiner: Ready, Fire, Aim 12
  • 14. People: Who’s Got Your Back? Copyright 20th Century FoxKronzak/Weiner: Ready, Fire, Aim 13
  • 15. Don’t Go It Alone! Copyright 20th Century FoxKronzak/Weiner: Ready, Fire, Aim 14
  • 16. Unexpected Allies Copyright 20th Century FoxKronzak/Weiner: Ready, Fire, Aim 15
  • 17. Not Everyone’s Alike Copyright Paramount PicturesKronzak/Weiner: Ready, Fire, Aim 16
  • 18. Otherwise… • No buy-in from key management partners • Process abandoned by stakeholders • Poor user adoption • Lots of time wasted • Loss of funding for new database/CRM • Partial implementation • People and processes left behindKronzak/Weiner: Ready, Fire, Aim 17
  • 19. Have you been Left Behind?Kronzak/Weiner: Ready, Fire, Aim 18
  • 20. The Process: How to Choose?Kronzak/Weiner: Ready, Fire, Aim 19
  • 21. How to Choose? Image: emilio labradorKronzak/Weiner: Ready, Fire, Aim 20
  • 22. Document Your Requirements Copyright Warner BrothersKronzak/Weiner: Ready, Fire, Aim 21
  • 23. # of records # of copies of db Matching giftsNumber of users # of servers Ticket sales Automation Giving clubs & Soft credits Pledge tracking On-premise Analytics/BI honor rolls vs. Cloud Security levels Conversion Help Lockbox support Relationships Integration Planned Giving Memberships Online Services Events ManagementCustom reports Major Gifts & Volunteer Data hygiene Grant Tracking Prospect Management Advocacy ManagementKronzak/Weiner: Ready, Fire, Aim 22
  • 24. You Need to Compare Apples to Apples Vs. Image: Castaway in Scotland Image: Brooks ElliottKronzak/Weiner: Ready, Fire, Aim 23
  • 25. Try to Plan Ahead At Least 3 – 5 YearsImage: xcunhax.fotografiaKronzak/Weiner: Ready, Fire, Aim 24
  • 26. Future-Proof, But Avoid the Lure of Shiny ObjectsImage: kurairo Kronzak/Weiner: Ready, Fire, Aim 25
  • 27. Otherwise… • Unable to understand key needs • Lured in by unnecessary features while missing necessary ones • Poor prioritization leads to poor selection • A “best salesperson” selection instead of a best database/CRM selection • Selection process derailed • Need to do it again in a year or twoKronzak/Weiner: Ready, Fire, Aim 26
  • 28. All Aboard the Crazy Train…Kronzak/Weiner: Ready, Fire, Aim 27
  • 29. Surviving the ConversionKronzak/Weiner: Ready, Fire, Aim 28
  • 30. What Does Success Look Like?Image: Jeff HesterKronzak/Weiner: Ready, Fire, Aim 29
  • 31. How Much Help Will You Need? From the vendor, consultants, staff Image: loop_ohKronzak/Weiner: Ready, Fire, Aim 30
  • 32. Plan for Data Migration and Outputs Copyright Warner BrothersKronzak/Weiner: Ready, Fire, Aim 31
  • 33. Timelines Need to Be RealisticKronzak/Weiner: Ready, Fire, Aim 32
  • 34. Pick Two Image: injuKronzak/Weiner: Ready, Fire, Aim 33
  • 35. Project = (Time + Money + People) Less Requires More &/or MoreImages by ToniVC, Images_of_Money, minifig Kronzak/Weiner: Ready, Fire, Aim 34
  • 36. Anticipate “Unknown Unknowns”Image: nellyfus Kronzak/Weiner: Ready, Fire, Aim 35
  • 37. Otherwise… • Cost overruns because timelines are too short • Not enough people to support transition • Project runs out of money and is never finished • Moving target of success means the project is never seen as complete • Project collapses from scope creepKronzak/Weiner: Ready, Fire, Aim 36
  • 38. Other “Unknown Unknowns”?Kronzak/Weiner: Ready, Fire, Aim 37
  • 39. Planning for the (Post-Conversion) Future Copyright Universal Pictures/Amblin EntertainmentKronzak/Weiner: Ready, Fire, Aim 38
  • 40. Pulling It All Together • There is no perfect database. Need to understand the tradeoffs. • Discovery, prioritization and buy-in are key • Compare “apples to apples” • Realistic timeline, staffing, and budget • Plan for adoption time • Plan for the future Copyright Newline Cinema/WingnutKronzak/Weiner: Ready, Fire, Aim 39
  • 41. Other Considerations “What’s this 360 View I keep hearing about?” Copyright Newline CinemaKronzak/Weiner: Ready, Fire, Aim 40
  • 42. Other Considerations “The Cloud”Kronzak/Weiner: Ready, Fire, Aim 41
  • 43. Resources • Association of Advancement Services Professionals (AASP): advserv.org • FUNDSVCS listserve: fundsvcs.org • Idealware: www.idealware.org • Information Systems Forum: tech.groups.yahoo.com/group/Information_Systems_Forum/ • NTEN lists & Communities of Practice • Progressive Exchange: www.progressiveexchange.org • TechSoup’s Technology for Fundraising forum: forums.techsoup.org/cs/community/f/18.aspx • Database user groups • Database conferences with nonprofit tracksKronzak/Weiner: Ready, Fire, Aim 42
  • 44. Resources Heller, Keith: Do You Need New Donor Management Software? www.idealware.org/articles/new_dm_software.php Murrain, Michelle: The True Costs of Free and Low-Cost Software www.idealware.org/articles/true-costs-free-and-low-cost-software Weiner, Robert : Finding the Perfect Fundraising Database in an Imperfect World www.rlweiner.com/grf/grf_finding_perfect_database.pdf Weiner, Robert: Ten Common Mistakes in Selecting Donor Databases idealware.org/articles/ten_common_mistakes_in_selecting_donor_dat abases.php Wild Apricot: Membership Database Selection (part 1 of 3) www.wildapricot.com/blogs/newsblog/archive/2011/03/16/membersh ip-database-selection-part-1-_2D00_-Defining-Your-Needs.aspx More resources are posted at www.rlweiner.com/resources.html and www.teamheller.com/resourcesKronzak/Weiner: Ready, Fire, Aim 43
  • 45. Q&A Copyright Warner BrothersKronzak/Weiner: Ready, Fire, Aim 44
  • 46. Evaluate This Session!Each entry is a chance to win an NTEN engraved iPad! or Online using 12ntcfire at www.nten.org/ntc/eval