November 2003


Welcome the November 25th issue of the Extreme Fundraising Ezine! And a special welcome to our new subscribers—it’s fun to see the list grow every week! Remember, you can always catch up on earlier issues in the “Extreme Fundraising Ezine” section at FundraisingCoach.com (http://fundraisingcoach.com) in the listing of “archives.”

Have you ever thought of alumni relations (or donor relations) as THE most valuable activity of your development effort?

I’ve been re-reading First Break All the Rules by Marcus Buckingham and Curt Coffman. If you haven’t read this book, I highly recommend it. They do a remarkable job at distilling tons of information from surveys and interviews conducted by the Gallup organization into a few simple (but not easy!) observations of excellent managers.

At one point (pp. 128-132), in commenting on the reasons customers go beyond mere patronage to become advocates of an organization, the authors mention findings from a Gallup study on what customers really want. While these often varied by industry, four expectations surfaced that remained remarkably consistent. In order of increasing importance, they are:
* accuracy
* availability
* partnership
* advice

The lowest level is “accuracy.” More than friendliness, customers want to get what they ordered and they want the bill to reflect what they got. If the company isn’t accurate, customers will not be loyal.

The second lowest level of expectation is “availability.” Customers expect to be able to do business quickly and easily–”hence the proliferation of drive-through windows, ATM machines, and…web sites.”

On commenting about these lower two levels, Buckingham and Coffman note that these expectations are fortunately easy to meet. But the note that “both of these expectations, even if met successfully, can only prevent customer dissatisfaction.” People aren’t going to smile in admiration over a company sending them an accurate bill. Nor are they going to rush to the telephone to recommend a mechanic simply because he was available at a convenient time. What makes an organization really stand out is fulfilling the two lower expectations AND following the next two: partnership and advice.

“Partnership” is defined as the customer wanting to know that you’re on the same side of the table as they are. You’re responsive to them and you’re like them. “Staff picks” at book and video rental stores are ways some companies are saying “We read or watch videos too. We’re like you.” In other words, customers expect to feel understood.

The highest level of expectation, according to the Gallup study, is “advice.” “Customers feel the closest bond to organizations that have helped them learn.” Buckingham and Coffman state that if
you consistently meet the advanced levels of expectation, “you will have successfully transformed prospects into advocates.”

****HOW A DOES THIS APPLY TO NONPROFITS?****
Something in my head started dancing when I read this! For years, I’ve seen alumni relations portrayed as a sort of second class citizen in institutional advancement. Sort of an “I-suppose-it’s-important-but-I’m-not-really-sure-what-they-do” mentality. For the first time, I saw an objective study that shows why alumni relations may well be the crown jewel, the preeminent part of the development/advancement effort!

The development office can take care of accuracy by making sure the receipts, the donor records and addresses, and the giving reports are all correct. It can also take care of availability with consistent, and clearly posted, office hours and contact information–email addresses to all staff, web presence with clear ways to give online.

But Buckingham and Coffman clearly state that those first two needs only keep the customer from being dissatisfied. They do not help make customers wildly crazy about your organization. Wild enthusiasm is created when customers feel a partnership with you and then ask you for advice.

Major gifts officers may be able to do this…to a point. Some of this happens in the “donor cultivation” process. But it’s limited because each fundraiser has her own portfolio of assignments that she needs to work through. The ultimate in partnership and advice is when you’re able to connect donors to each other and to your organization and when you know which alumni to go to when asked for advice. The development office would be out of it’s realm to focus on this too heavily.

But not the alumni office. Through regional events and affinity group gatherings, the alumni office is helping create partnership with itself and its alum and between the alumni themselves. Through career networking events and mentoring programs, the alumni office is identifying who to go to when others seek advice. Isn’t this exciting!? These are the very programs that the Gallup organization found move donors from mere donors to advocates of the institution–people that brag about the school and introduce it to more prospective donors!

I know many of you don’t work in educational philanthropy but can you see how this easily applies to donor relations? Isn’t it great?

****WHAT ABOUT YOU?****
So what about you? How are you going to apply this to your approach to alumni/donor relations? Perhaps you can get a copy of the book and share pages 128-132 with your supervisor? (If you want to use my affiliate link to buy the book, click on:
First, Break All the Rules

Perhaps you could brainstorm with your alumni board or development committee ways to work on the “partnership” and “advice” levels of expectation.

What ever you end up doing, let me know! Email your thoughts and comments to marc@fundraisingcoach.com (mailto:marc@fundraisingcoach.com)

Welcome back to the Extreme Fundraising Ezine! And welcome to our new subscribers!

It was wonderful getting to meet so many of you at APC’s East Coast Fall Conference at Friends Select School in Philadelphia! What an incredible time! I always find that to be one of the most helpful and informative conferences of the year. If you’re not familiar with APC, check them out at http://apcnetwork.org. If you work at a private school or are an alum of one, make sure your school is a member—it’ll probably provide the best return on any of their memberships.

****HOW A SCHOOL MIGHT APPLY THE RULE OF THREES****
In the last issue, we looked at The Rule of Threes. As a reminder it was:
* identify 3 AUTHENTIC attributes about you or your organization
* identify 3 natural channels of communication
* feed the 3 attributes into those 3 channels 3 times within a 3 month period.

Now let’s see how an organization may apply this rule. Let’s choose an imaginary private boarding school “Sywash Prep.” You’ll see that this is not only a powerful tool in communicating with external audiences, but it’s equally powerful as a team building tool within an organization.

3 ATTRIBUTES
As we discussed last time, these three attributes need to be authentic and true of the school as it is today. There may be many things the school would like to become, but what is it doing well today?

Sywash Prep’s head of school devoted an entire join faculty/staff meeting to brainstorming attributes of the school. She particularly made sure that the admissions and development staffs would be there. After giving an overview of The Rule of Threes, she passed out Post-It note pads to all present. They were asked to write down phrases and key words that they heard parents, students, colleagues, and alumni use to when talking about Sywash Prep.

After giving them a few minutes to begin, she asked for people to volunteer what they’d written down. People shouted out the attribute as they handed her the Post-It note. While she put the Post-It on the white board, others scribbled down characteristics that came to mind in light of the one just announced. Since this was a brainstorm, all attributes went on the board without any criticism. Not an easy feat with a bunch of faculty! The energy in the room was tremendous.

When the ideas slowed to a trickle, she called for a coffee break. While everyone was buzzing about the ideas, she started grouping the Post-Its according to themes or categories. Some others saw her doing this and got involved helping her.

It turns out there were more than three themes. And the participants were from very different areas of the school so defining the “perfect” audience wasn’t going to be easy. Was that person a donor? A parent? A prospective parent? A student? Rather than have that conversation, the head of school guided the faculty and staff toward identifying the three top attributes of Sywash Prep.

3 COMMUNICATION CHANNELS
Once those were identified, she directed the conversation to a verbal brainstorm of various communication channels Sywash could use to broadcast these attributes. Some of the options were:
* the school’s alumni publication
* the parent newsletter
* the website
* advertising done by admissions
* admission materials
* alumni weekend/parents weekend
* graduation
* chamber of commerce
* faculty room conversations
* all school events
* the classroom
* the sports field and other extracurriculars
* in dorm events (formal and informal)

The head of school was ecstatic with the results of the brainstorm. The faculty exhibited a huge paradigm shift by beginning to see the classroom and extracurricular activities as channels of school communication.

3 ATTRIBUTES, 3 CHANNELS, 3 TIMES, 3 MONTHS
She directed every director and department chair to let her know what three channels they would focus on for the next three months. She also asked them to let her know if the three attributes they planned on using varied from the three identified at the meeting. She also reminded them not to expect results for the three months. She told them to be farmers and plant the seeds. Good farmers don’t keep digging up the seeds to see if they’re growing!

She’s planning on holding a follow up meeting in four months to report on the successes and assess the process.

****WHAT ABOUT YOU?****
What did your staff and constituents come up with when they brainstormed attributes? What three channels are you going to commit to putting those attributes into? Can you imagine how easy it will be to write fundraising letters and publications now that you know what three characteristics you want to promote about your organization?

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