Staffing Software Management Positions
         in a Development Office

            Cheri Weissman
               January 17, 2012




A Service
   Of:                  Sponsored by:
Protecting and Preserving the     www.cjwconsulting.com
            Institutional Memories of
            Nonprofits Since 1993                     (866) 598-0430
                                              info@cjwconsulting.com



A Service
   Of:                                      Sponsored by:
Affordable collaborative data
             management in the cloud.

A Service
   Of:                     Sponsored by:
Today’s Speaker & Host




                                         Cheryl J Weissman
                                                President
                                       CJW Consulting & Services, Inc.
Assisting with chat questions:
April Hunt, Nonprofit Webinars

A Service
   Of:                           Sponsored by:
Hiring Development Support
            Staff


             Presented by
      CJW Consulting & Services, Inc.
           8331 Central Ave.
         Morton Grove, IL 60053
             866/598-0430
         www.cjwconsulting.com
What You May Think You Need
• Experience in the database or software in use
  at the organization
• Extensive database experience
• Vertical thinker
Common Misconception #1
• I must have someone with experience in my
  organization’s software
  – Use of software in one environment does not
    necessarily translate to effective use in another
    environment
  – Other factors are far more important
Common Misconception #2
• If I can’t find someone with experience with
  the organization’s software, I at least have to
  have a database expert.
  – While it is important to be able to understand
    where and how data is maintained within an
    application, an understanding of databases comes
    with a level of technical awareness that’s wasted –
    and often dangerous - for users of a software
    application.
Database Experts
• People who work with databases are generally
  used to setting them up, designing reports,
  forms, etc.
  – Application software does that work.
  – Database experts tend to work around an
    application, not effectively within it.
Common Misconception #3
• I need a vertical thinker
   – Vertical thinking is a type of approach to problems that
     usually involves being selective, analytical and sequential.
   – Vertical thinkers pick one idea and proceed until a solution
     is reached
   – A vertical thinker must always be moving usefully in some
     direction and must be correct at every step.
   – Vertical thinkers shut out all seemingly irrelevant data
   – When confronted with a problem, vertical thinkers look for
     a solution by thinking about past problems. Because a
     certain solution worked once, it must be the best solution
• Lateral Thinking
  • Lateral thinking is about reasoning that is not immediately
    obvious and about ideas that may not be obtainable by using
    only traditional step-by-step logic
  • Lateral thinkers welcome and explore seemingly irrelevant facts
    or ideas, whereas vertical thinkers shut out all irrelevant data
  • When trying to solve a problem, it is very important to consider
    alternate solutions instead of forging forward with the first
    decent idea
  • A lateral thinker thinks about the problem from many different
    angles. This results in a number of possible solutions to choose
    from, allowing them find a unique elegant solution
Pop Quiz!
• It took two hours for two men to dig a hole
  five feet deep. How deep would it have been
  if ten men had dug the hole for two hours?
Answer(s)
• Vertical thinking answer
   – If 2 men can dig a hole that’s 5 feet deep, 10 men can dig a
     hole that’s 5 times deeper, so the answer is 25 feet
• Lateral thinking answer
   – 10 men would need more room to work side-by-side, so
     the hole may get wider rather than deeper
   – Ten men are more likely to disagree on a digging method
   – More men could work in shifts to dig faster
   – If there are 8 more men, are there more shovels?
   – Would it make more sense to have 5 holes each 5 feet
     deep?
Requirements
• The ability to go beneath the surface to get
  the right (or best) solution
  – Lateral thinking
• The tendency to pursue resolution
  – When you see something that does not appear
    correct, find out why
  – Don’t accept the apparently incorrect because it’s
    there
More Requirements
•   Attention to detail
•   Ability to multi-task
•   Ability to prioritize
•   Cooperative spirit
•   Flexibility
The Most Important Requirements
 – Commitment to nonprofits
    • Nearly everyone who works in the nonprofit community is
      potentially giving up something to do it: money, benefits,
      etc. If you are someone who realizes that what you gain is
      far greater than what you may give up, you’re in the right
      place
 – Interest in fundraising
    • It is virtually impossible to effectively manage fundraising
      data if you do not have an interest in fundraising and the
      ability to learn what it is and how it’s done.
 – Comfort level with computers
    • If you tremble when your finger touches a PC key thinking
      you’re going to blow something up every time you touch it,
      this is not the right position for you
Hiring Best Practices
•   Protect your organization – commit to screening
•   Establish a standard screening policy
•   Conduct comprehensive criminal checks
•   Confirm resume claims
•   Conduct international background checks
•   Verify salary
•   Order a motor vehicle record report
•   Streamline screening processes
•   Create a clearer applicant picture
•   Reassess your screening program annually
Compensation
• Salaries are widely divergent depending upon
  geographical area, size/budget of organization
• Salary range for data entry positions
  – $22,000 to $26,000
• Salary range for database manager positions
  – $25,000 to $32,000
• Salary range for Development office manager
  – $30,000 to $45,000
Job Description
• Consider including characteristics such as
  “creative thinker”, “team player”, “good
  communicator”, or “flexible”
  – Even a data entry position requires these traits in
    a nonprofit environment
  – People who are strong in technical skills can be
    seriously lacking in people/social skills
• Consider “college degree or experience” as an
  alternative to requiring a degree
Job Description
• Creative thinkers respond positively to
  creative job postings.
  – If you want someone with a sense of humor,
    include something in the job description that will
    appeal to that person
  – Avoid standard cliches like “thinks outside the
    box”
  – Use the job description/posting to represent your
    organization as positively as possible
Job Description
Description

   The mission of Anixter Center is to enhance the ability of individuals living with or
   at risk of disabilities to live, learn, work, and play in the community. At 35 locations
   across greater Chicago, Anixter Center serves 5,000 children and adults with
   disabilities – and their families – through a wide variety of services, including:
   • education, training, and employment,
   • housing and residential services,
   • life skills and case management,
   • communication and socialization,
   • rehabilitation and recreation,
   • health care and prevention, and
   • counseling and support.
   To achieve an even deeper impact and permanent effect, Anixter Center is also a
   leading advocate – statewide and nationally – for the rights of people with
   disabilities to be full and equal members of society. According to Crain’s Chicago
   Business, Anixter Center is the 13th largest nonprofit organization in Chicago. For
   more information, go to www.anixter.org
How to Interpret a Resume
Term:                  What it really means:

Bright                 Wears lots of yellow and red (usually together)

Intelligent            Got a gold star for spelling in first grade

Computer-literate      Knows the difference between a mouse and a terminal


Great communicator     Fired from his last job for telling the boss exactly what he thought of him


Detail-oriented        Will spend eight hours perfecting a 2-minute job

Sees the big picture   Hasn't got a clue about how to do the work required to get to the big picture

Prompt                 First one out the door at quitting time

Hard working           For at least at ten minutes a day
Testing
•   Skills
•   Aptitude
•   Personality
•   Behavior
Psychometric Testing
Question 1                   Question 3

In charge and firm           Fun-loving and popular
Expressive and hopeful       Patient and supporting
Faithful and helping         Formal and principled
Meticulous and detailed      Powerful and assertive

                             Question 4
Question 2
                             Amicable and quick
Articulate and strong        Reserved and co-operative
Animated and persuasive      Consistent and correct
Peaceful and harmonious      Forceful and goal-oriented
Studious and reasoned
Psychometric Testing
Question 5                        Question 7

Empathic and patient              Methodical and logical
Organized and thoughtful          Task-focused and confronting
Independent and bold              Spontaneous and spirited
Outgoing and gregarious           Tolerant and laid back


Question 6                        Question 8

Fair and faithful                 Logical and controlled
Analytical and well disciplined   Strong and well argued
Fast and reinforcing              Good mixer and lively
Interacting and open              Steadying and moderating
Test Results
• Overview of Cheri
  – Logical and reflective
  – An individualistic person who likes to work in own
    time and space
  – Unemotional thinker
  – Needs peace and quiet and time to collect all the
    data
Test Results
• Cheri in detail
    – Cheryl is a visionary and perfectionist who sets high standards for herself and
      others. She is often her own severest critic. She is self contained a logical
      thinker and intellectual. She excels at solving complex problems provided she
      is given the time to master the technical detail.
    – Her faith in her inner vision is immoveable and she will depend on her
      intuition to inspire her when seeking solutions. Others value Cheryl's desire
      for perfection they depend on her for quality work and as someone reliable
      when it comes to detail.
    – Cheryl depends on facts and is not given to flights of fantasy. She is an
      objective thinker and usually well versed in a variety of subjects. She will trust
      her inner faith rather than accepting popular beliefs. As a truly independent
      thinker she can be stubborn in pursuit of what she identifies as the correct
      solution and this may not necessarily be the most popular one.
    – Cheryl values correctness and is demanding of self and others, she does not
      like being criticized. She is neat and tidy both at home and work and is
      intolerant of others who are not. She gets irritated by excessive enthusiasm
      preferring to deal with facts.
Test Results
• Cheri in detail continued
   – She focuses inward as an objective thinker and she rationalizes her
     view of the world through concrete facts. She tends not to trust
     strangers and is concerned about her family, reputation and job.
   – She appreciates any extra time that can be given to her to master
     technical subjects. She can become immersed in all the minute detail
     yet stay focused on the task in hand. Cheryl conveys great precision
     and economy of effort in both thought and language.
   – She may impress others, albeit unintentionally, by knowing something
     worthwhile about many things, especially when she speaks about one
     of her specialized subjects. Although quiet and reserved, she can
     articulate well on a subject to which she is devoted. The process of
     objective analysis is a source of great enjoyment to her, with the
     outcome often of much less importance.
Test Results
• Cheri in detail continued
   – She is usually neat, tidy and orderly, both at work and at
     home. Her strength is her ability to act correctly and to
     stay with projects until they are complete. Her desire for
     privacy sometimes generates a vague feeling in others that
     there is an unlived life that may be passing her by. She will
     tend to seek solutions to current challenges in the
     successes of her past experiences.
   – Others see her as intellectually independent. She is
     strongly motivated to get things right, especially factually,
     and to be most effective she should be allowed to operate
     in a private environment. Whatever she is doing she will
     accomplish with orderliness and reliability.
Test Results
• Cheri's personal strengths
  – Strong work ethic and pay great attention to detail. Good
     powers of concentration enable you to digest facts and
     figures easily.
  – Is disciplined, precise and thorough. To you consistency in
     standards is very important.
  – Values structure and order and encourage this in others.
  – Has a great deal of common sense, used when reaching
     conclusions.
  – Unassuming demeanor; quietly goes about the task achieving
     many successes without hailing them from the rooftops.
  – You can also be diplomatic when the situation calls for it.
Test Results
• Cheri's personal weaknesses
   – You like to mull things over and this could manifest in you having
     difficulty "switching off" from work.
   – Your reluctance or difficulty in sharing concerns and reservations,
     except with close and trusted peers, possibly means that you do not
     share your concerns but take them home with you.
   – Over-caution is instinctive with you; therefore, you always inject time
     into decision-making and may require extra time to complete tasks.
   – You can be unwilling to bend rules, sometimes even in an emergency.
   – Your desire to organize your thoughts can make you slow to articulate.
     Others often read this hesitancy as you being unsure of your position.
   – You do not like giving quick responses as you value time for reflection.
   – Showing your true feelings is not something that comes easily to you
     and you can also ignore others' feelings as you usually put facts
     before feelings.
Test Results
• Cheri's ideal work environment
   – You need an environment where your desire for perfection is
     valued by others and where you are able to work independently
     and objectively.
   – A place where you can concentrate quietly and have time for
     reflection and meditation is a must.
   – Gathering all the information and, space to store it, is important
     to you, as is technological support.
   – You like people around you to be organized and consistent,
     enabling you to have the resources, and time to prepare for
     meetings or discussions.
   – An unhurried environment where there is plenty of time
     carefully allocated to allow you to express your views is also a
     requirement.
The Interview
• Ask questions that can help determine levels of:
  – Commitment to excellence
  – Attention to detail
• Present a theoretical situation and ask how
  candidate would address it
  – Determine if candidate can think laterally
• Ask what type of work environment they prefer
• Use the psychometric test results!
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                  Sponsored by:

Staffing Software Management Positions in a Development Office

  • 1.
    Staffing Software ManagementPositions in a Development Office Cheri Weissman January 17, 2012 A Service Of: Sponsored by:
  • 2.
    Protecting and Preservingthe www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.com A Service Of: Sponsored by:
  • 3.
    Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4.
    Today’s Speaker &Host Cheryl J Weissman President CJW Consulting & Services, Inc. Assisting with chat questions: April Hunt, Nonprofit Webinars A Service Of: Sponsored by:
  • 5.
    Hiring Development Support Staff Presented by CJW Consulting & Services, Inc. 8331 Central Ave. Morton Grove, IL 60053 866/598-0430 www.cjwconsulting.com
  • 6.
    What You MayThink You Need • Experience in the database or software in use at the organization • Extensive database experience • Vertical thinker
  • 7.
    Common Misconception #1 •I must have someone with experience in my organization’s software – Use of software in one environment does not necessarily translate to effective use in another environment – Other factors are far more important
  • 8.
    Common Misconception #2 •If I can’t find someone with experience with the organization’s software, I at least have to have a database expert. – While it is important to be able to understand where and how data is maintained within an application, an understanding of databases comes with a level of technical awareness that’s wasted – and often dangerous - for users of a software application.
  • 9.
    Database Experts • Peoplewho work with databases are generally used to setting them up, designing reports, forms, etc. – Application software does that work. – Database experts tend to work around an application, not effectively within it.
  • 10.
    Common Misconception #3 •I need a vertical thinker – Vertical thinking is a type of approach to problems that usually involves being selective, analytical and sequential. – Vertical thinkers pick one idea and proceed until a solution is reached – A vertical thinker must always be moving usefully in some direction and must be correct at every step. – Vertical thinkers shut out all seemingly irrelevant data – When confronted with a problem, vertical thinkers look for a solution by thinking about past problems. Because a certain solution worked once, it must be the best solution
  • 11.
    • Lateral Thinking • Lateral thinking is about reasoning that is not immediately obvious and about ideas that may not be obtainable by using only traditional step-by-step logic • Lateral thinkers welcome and explore seemingly irrelevant facts or ideas, whereas vertical thinkers shut out all irrelevant data • When trying to solve a problem, it is very important to consider alternate solutions instead of forging forward with the first decent idea • A lateral thinker thinks about the problem from many different angles. This results in a number of possible solutions to choose from, allowing them find a unique elegant solution
  • 12.
    Pop Quiz! • Ittook two hours for two men to dig a hole five feet deep. How deep would it have been if ten men had dug the hole for two hours?
  • 13.
    Answer(s) • Vertical thinkinganswer – If 2 men can dig a hole that’s 5 feet deep, 10 men can dig a hole that’s 5 times deeper, so the answer is 25 feet • Lateral thinking answer – 10 men would need more room to work side-by-side, so the hole may get wider rather than deeper – Ten men are more likely to disagree on a digging method – More men could work in shifts to dig faster – If there are 8 more men, are there more shovels? – Would it make more sense to have 5 holes each 5 feet deep?
  • 14.
    Requirements • The abilityto go beneath the surface to get the right (or best) solution – Lateral thinking • The tendency to pursue resolution – When you see something that does not appear correct, find out why – Don’t accept the apparently incorrect because it’s there
  • 15.
    More Requirements • Attention to detail • Ability to multi-task • Ability to prioritize • Cooperative spirit • Flexibility
  • 16.
    The Most ImportantRequirements – Commitment to nonprofits • Nearly everyone who works in the nonprofit community is potentially giving up something to do it: money, benefits, etc. If you are someone who realizes that what you gain is far greater than what you may give up, you’re in the right place – Interest in fundraising • It is virtually impossible to effectively manage fundraising data if you do not have an interest in fundraising and the ability to learn what it is and how it’s done. – Comfort level with computers • If you tremble when your finger touches a PC key thinking you’re going to blow something up every time you touch it, this is not the right position for you
  • 17.
    Hiring Best Practices • Protect your organization – commit to screening • Establish a standard screening policy • Conduct comprehensive criminal checks • Confirm resume claims • Conduct international background checks • Verify salary • Order a motor vehicle record report • Streamline screening processes • Create a clearer applicant picture • Reassess your screening program annually
  • 18.
    Compensation • Salaries arewidely divergent depending upon geographical area, size/budget of organization • Salary range for data entry positions – $22,000 to $26,000 • Salary range for database manager positions – $25,000 to $32,000 • Salary range for Development office manager – $30,000 to $45,000
  • 19.
    Job Description • Considerincluding characteristics such as “creative thinker”, “team player”, “good communicator”, or “flexible” – Even a data entry position requires these traits in a nonprofit environment – People who are strong in technical skills can be seriously lacking in people/social skills • Consider “college degree or experience” as an alternative to requiring a degree
  • 20.
    Job Description • Creativethinkers respond positively to creative job postings. – If you want someone with a sense of humor, include something in the job description that will appeal to that person – Avoid standard cliches like “thinks outside the box” – Use the job description/posting to represent your organization as positively as possible
  • 21.
    Job Description Description The mission of Anixter Center is to enhance the ability of individuals living with or at risk of disabilities to live, learn, work, and play in the community. At 35 locations across greater Chicago, Anixter Center serves 5,000 children and adults with disabilities – and their families – through a wide variety of services, including: • education, training, and employment, • housing and residential services, • life skills and case management, • communication and socialization, • rehabilitation and recreation, • health care and prevention, and • counseling and support. To achieve an even deeper impact and permanent effect, Anixter Center is also a leading advocate – statewide and nationally – for the rights of people with disabilities to be full and equal members of society. According to Crain’s Chicago Business, Anixter Center is the 13th largest nonprofit organization in Chicago. For more information, go to www.anixter.org
  • 22.
    How to Interpreta Resume Term: What it really means: Bright Wears lots of yellow and red (usually together) Intelligent Got a gold star for spelling in first grade Computer-literate Knows the difference between a mouse and a terminal Great communicator Fired from his last job for telling the boss exactly what he thought of him Detail-oriented Will spend eight hours perfecting a 2-minute job Sees the big picture Hasn't got a clue about how to do the work required to get to the big picture Prompt First one out the door at quitting time Hard working For at least at ten minutes a day
  • 23.
    Testing • Skills • Aptitude • Personality • Behavior
  • 24.
    Psychometric Testing Question 1 Question 3 In charge and firm Fun-loving and popular Expressive and hopeful Patient and supporting Faithful and helping Formal and principled Meticulous and detailed Powerful and assertive Question 4 Question 2 Amicable and quick Articulate and strong Reserved and co-operative Animated and persuasive Consistent and correct Peaceful and harmonious Forceful and goal-oriented Studious and reasoned
  • 25.
    Psychometric Testing Question 5 Question 7 Empathic and patient Methodical and logical Organized and thoughtful Task-focused and confronting Independent and bold Spontaneous and spirited Outgoing and gregarious Tolerant and laid back Question 6 Question 8 Fair and faithful Logical and controlled Analytical and well disciplined Strong and well argued Fast and reinforcing Good mixer and lively Interacting and open Steadying and moderating
  • 26.
    Test Results • Overviewof Cheri – Logical and reflective – An individualistic person who likes to work in own time and space – Unemotional thinker – Needs peace and quiet and time to collect all the data
  • 27.
    Test Results • Cheriin detail – Cheryl is a visionary and perfectionist who sets high standards for herself and others. She is often her own severest critic. She is self contained a logical thinker and intellectual. She excels at solving complex problems provided she is given the time to master the technical detail. – Her faith in her inner vision is immoveable and she will depend on her intuition to inspire her when seeking solutions. Others value Cheryl's desire for perfection they depend on her for quality work and as someone reliable when it comes to detail. – Cheryl depends on facts and is not given to flights of fantasy. She is an objective thinker and usually well versed in a variety of subjects. She will trust her inner faith rather than accepting popular beliefs. As a truly independent thinker she can be stubborn in pursuit of what she identifies as the correct solution and this may not necessarily be the most popular one. – Cheryl values correctness and is demanding of self and others, she does not like being criticized. She is neat and tidy both at home and work and is intolerant of others who are not. She gets irritated by excessive enthusiasm preferring to deal with facts.
  • 28.
    Test Results • Cheriin detail continued – She focuses inward as an objective thinker and she rationalizes her view of the world through concrete facts. She tends not to trust strangers and is concerned about her family, reputation and job. – She appreciates any extra time that can be given to her to master technical subjects. She can become immersed in all the minute detail yet stay focused on the task in hand. Cheryl conveys great precision and economy of effort in both thought and language. – She may impress others, albeit unintentionally, by knowing something worthwhile about many things, especially when she speaks about one of her specialized subjects. Although quiet and reserved, she can articulate well on a subject to which she is devoted. The process of objective analysis is a source of great enjoyment to her, with the outcome often of much less importance.
  • 29.
    Test Results • Cheriin detail continued – She is usually neat, tidy and orderly, both at work and at home. Her strength is her ability to act correctly and to stay with projects until they are complete. Her desire for privacy sometimes generates a vague feeling in others that there is an unlived life that may be passing her by. She will tend to seek solutions to current challenges in the successes of her past experiences. – Others see her as intellectually independent. She is strongly motivated to get things right, especially factually, and to be most effective she should be allowed to operate in a private environment. Whatever she is doing she will accomplish with orderliness and reliability.
  • 30.
    Test Results • Cheri'spersonal strengths – Strong work ethic and pay great attention to detail. Good powers of concentration enable you to digest facts and figures easily. – Is disciplined, precise and thorough. To you consistency in standards is very important. – Values structure and order and encourage this in others. – Has a great deal of common sense, used when reaching conclusions. – Unassuming demeanor; quietly goes about the task achieving many successes without hailing them from the rooftops. – You can also be diplomatic when the situation calls for it.
  • 31.
    Test Results • Cheri'spersonal weaknesses – You like to mull things over and this could manifest in you having difficulty "switching off" from work. – Your reluctance or difficulty in sharing concerns and reservations, except with close and trusted peers, possibly means that you do not share your concerns but take them home with you. – Over-caution is instinctive with you; therefore, you always inject time into decision-making and may require extra time to complete tasks. – You can be unwilling to bend rules, sometimes even in an emergency. – Your desire to organize your thoughts can make you slow to articulate. Others often read this hesitancy as you being unsure of your position. – You do not like giving quick responses as you value time for reflection. – Showing your true feelings is not something that comes easily to you and you can also ignore others' feelings as you usually put facts before feelings.
  • 32.
    Test Results • Cheri'sideal work environment – You need an environment where your desire for perfection is valued by others and where you are able to work independently and objectively. – A place where you can concentrate quietly and have time for reflection and meditation is a must. – Gathering all the information and, space to store it, is important to you, as is technological support. – You like people around you to be organized and consistent, enabling you to have the resources, and time to prepare for meetings or discussions. – An unhurried environment where there is plenty of time carefully allocated to allow you to express your views is also a requirement.
  • 33.
    The Interview • Askquestions that can help determine levels of: – Commitment to excellence – Attention to detail • Present a theoretical situation and ask how candidate would address it – Determine if candidate can think laterally • Ask what type of work environment they prefer • Use the psychometric test results!
  • 34.
    Find listings forour current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: