Events

The Key to Your Success May Be Staring You in the Face (Literally)

The end of the year is coming fast, which very likely means a busy season for you. You either have a big sale ahead of you, or you’re heading into the year-end fundraising season. Some of you may also have both.

And, realistically, a lot of you are already tired.

Not only are you a human with a life and responsibilities, but you are also at a cause-related organization, either for- or non-profit. So, whether your work deals with extremely sensitive and dark subjects like human trafficking or not, you still feel the pressure to succeed because there’s a social problem you’re trying to solve. There is a different kind of gravity to your work that few understand.

This can certainly wear on you over time, and without checks and balances, can lead to burnout. And burnout would be a terrible situation not only for you, but for your cause. The world needs your work!

So, what’s the answer to combating the fatigue and burnout? Community.

Community can give you the inspiration and motivation to make it through another year, month, or even day.

Essentially, you need to find your tribe—even if that’s only one other person.

How do you find the community you desperately need? I’ll show you.

The Key to Your Nonprofit or Social Enterprise Success May Be Staring You in the Face (Literally)

Why You Shouldn’t Only Rely on Co-workers, Friends, and Family

When it comes to community, too many people only rely on their co-workers, friends, and family to fill that void, even when it comes to their work. I think this is a problem.

I don’t know about you, but very few of my friends and family have founded a nonprofit or social enterprise. They’re incredibly supportive for sure, but they just can’t relate.

And as a solopreneur, I have no co-workers! Some days I love this fact, and some days I don’t. But even if you have co-workers, there are probably still a few things you avoid talking about like your salary. It just gets messy.

If you founded the organization, unless you have a co-founder, you also don’t have any direct peers. Meaning, you can’t be completely open and honest with the people in your office either because you need to maintain some professional distance.

Are you seeing the pattern? If you only rely on co-workers, friends, and family to be your community, there are gaps of your work that may never receive essential feedback, support, or input. That can impact you in a big way! It may stunt your success, allow little problems to grow into big problems, or even cause blind spots.

Worse still, without the ability to adequately communicate your thoughts and feelings to people who truly understand, it can lead to depression and isolation. I don’t know about you, but these are two things I already struggle with at times, so I don’t need anything else contributing to these issues.

Again, this would be a heartbreaking for you as a person, but it would also effect your organization. And my guess is that you care deeply about your cause and want to succeed. I want that for you too, so let’s talk about a few places where you can find the community you need.

Accountability Partner

Anytime a new or aspiring entrepreneur asks me for advice, the first thing I tell them is to get both an accountability partner and a mentor. I didn’t know how badly I needed these people in my life until I had them—and I don’t want you to miss out!

An accountability partner is someone in a similar situation or role. They don’t have to be at the same type of organization, but it’s great if they have similar responsibilities. Alternatively, they could be someone who is trying to accomplish a similar goal like writing a book.

Accountability partners are fantastic because they serve as a peer who can almost act like a co-worker or partner without the same strings. You are there to help each other succeed in your goals through, well, accountability.

You’ll be able to accomplish your goals because someone is there to regularly ask about them. It’s the same reason that Weigh Watchers meetings work so well. You take the necessary steps because you’ve got to get on a scale the next week to measure your progress.

You also both show up because you don’t want to let the other person down. Plus, they can provide a perspective and sounding board that you may currently be lacking. And, let’s face it, sometimes you just need to complain to someone who fully relates to your situation. We all have those days!

If you don’t have someone already in mind for your accountability partner, ask friends, family, or even put the word out on social media. It may take some time to find this person, but it will absolutely be worth it.

You might also consider a trial period to make sure you’re a good fit. My previous accountability partner and I had only just met when we decided to test the waters. We agreed to meet twice a month for three months, and we loved it so much we continued for six months. It was a huge boost for both of us—and our businesses!

Mentor

I think we all consciously, or even unconsciously, crave a mentor. We want “someone who’s been there” to show us the ropes. We are, of course, talking about your working life here, but you could also seek out mentors in marriage, parenting, hobbies, or any number of things.

The only prerequisite for a mentor is that they have more experience in a particular area than you do, and they are willing to share that knowledge. They almost act like a shortcut in that way, helping you bypass more of the struggles to get to more of the wins.

Let me also take a moment to dispel a couple of common misconceptions about mentors. The first is that we commonly picture mentors as much older than ourselves, but that isn’t always true.

My mentor Holly is only a couple of years older than I am, but she is CFO at a nonprofit called Growing Leaders, so she has vastly different experience than me. (One of those being that she’s good with numbers, ha!) She sort of serves as my all-around life mentor. We talk about everything, and often, that includes my business.

I had another mentor for over a year, Christina, who created The Contract Shop. She is actually over a decade younger than me, but had the experience of selling online products which I wanted to learn. So, while you may be seeking someone much older than you for one reason or another, you certainly don’t have to.

And because I also work with cause-focused organizations on both the for- and non-profit side, it’s also helpful to have mentors in both spaces.

With those two examples, you may have guessed the second misconception, and that is that you only need one mentor. Holly is the one who turned me on to this concept. She has multiple mentors that fill different roles in her life and career. Some she sees regularly, and some she may only see once a year. I really love that, and want to follow her example.

In my experience and in talking to others, mentors are much more difficult to find. It was six years of searching between finding Holly and my previous mentor. And I only had Christina for just over a year before her work got too crazy to maintain our appointments. So, I know how daunting it can be to find a mentor.

But again, I suggest that you start by asking your network. And even if you have the perfect person in mind, but they seem to already have a lot of commitments, never assume they’re too busy to fill that role. Make the ask, and be okay with hearing no, but don’t let an assumption keep you stuck. Mentors often get as much out of the relationship as mentees, so it’s definitely a mutually-beneficial situation.

Honestly, you may also just need to be patient. Don’t give up, but be okay with waiting. You’ll be so glad you did!

Mastermind

You may have noticed that I said things were going great with my accountability partner, but we only met for six months. That’s because we turned the partnership into a mastermind group.

I knew several other women who were looking for that kind of opportunity, and none of us were direct competitors, so for us, it made sense that we give it a try all together.

We meet every two weeks via an online chat, and sometimes in person. Our format was pulled from reading about other groups, as well as our own preferences. So, we usually have one person that shares about something they’ve learned which would benefit us all, and we also share a win, something we might need feedback on, and something we’d like to be held accountable for at the next meeting.

The benefit of a mastermind over an accountability partner is, of course, more perspectives and voices. But in all three of these scenarios, it’s been really incredible to get the additional support and encouragement. And that includes both the good days and bad days. We all know they’re both part of the equation!

Other spaces to find community

The three recommendations above are my go-to suggestions because they are often the most hands-on and consistent opportunities for community. They also make it easier to go deep on some of the hard subjects you need to discuss.

However, if those aren’t options right now, or you’re still in the search process, here are some other, great alternatives to try. Who knows, one of these may even lead to an accountability partner, mentor, or mastermind!

  • Events: This weekend I attended the Tribe Conference for the second year in a row. There are a lot of writers in the room, and “writer” is one of the main words I use to describe myself, so these were my people. It was comforting and motivating just to be around their energy. I also feel that way when I attend social justice events. Find the places your people gather and go meet them.

  • Co-working Spaces: These places have become huge community hubs for many entrepreneurs and small businesses. Not only are you working around new people you might not otherwise meet, but many of them also have regular and special events for you to actually hang out with the people sitting around you. I would definitely need these sort of structure introductions. ;)

  • Facebook Groups: It’s quite common now for course creators, coaches, and business owners to have Facebook Groups. (Psst: Have you seen the Signifiers group?) These online outlets are another great place to meet people in similar situations or pursuing similar goals. I’m in a bunch of them that relate to different areas of my life like business, hobbies, church, causes, friends, etc. If you’re have trouble finding community in-person, or have very limited time on your hands, this could be a great source for you.

  • Social Media: I’ll differentiate social media from Facebook Groups for the purpose of this post because groups are generally more targeted. On social media, you may have other friends and followers who could easily become trusted members of your community. For example, I have a new friend I met this summer over Instagram because I wanted to find other people who were Enneagram 4s as well as INFJ’s, both of which are smaller segments of the population. So, it’s been fun to chat with her about how our weird and wonderful minds work. :)

Encouragement From Tribe Conference Speakers

The work of your nonprofit or social enterprise is essential, and it needs you. But you can’t serve it well if you feel isolated, depressed, or burned out.

All of the above examples will meet different needs at different times, and when you mix and match a few of them together, you’ll be unstoppable. You’ll have the community you need to champion your cause, do your important work, reach your goals, and struggle less in the process. I want that for you, so I hope this post will help you take the next step.

As I mentioned, I was at Tribe Conference this weekend, and I can’t tell you how awesome it was. Well, I could, but we’d be here a lot longer! That event was the inspiration for this post because it definitely gave me the inspiration and motivation I needed to finish the year strong.

So, before you start taking those next steps, I wanted to leave you with some of the words of wisdom that meant a lot to me this weekend. I think they’ll do the same for you.

“You cannot avoid rejection and do your greatest work.” - Jeff Goins

"If you do work that is different, you’re doing something dangerous and worthwhile. People will question your differences now, and celebrate them when you succeed." - Todd Henry

"Other people see your work for what it is. You see your work for what it isn’t." - Melissa Dinwiddie

“Be relevant, authentic, and advocate for your brand.” - Amy Landino

"Community will help you succeed." - Chase Jarvis

"Dream big. Start small. Keep moving." - Charles Lee

“Lead with acceptance. Become a better listener. Don’t fear failure.” - Dave Delaney (Check out this guest post I did for him last year!)

"If you keep waiting for your dream to feel easy, you’ll never stop waiting." - Ali Worthington

"Don’t wait for permission to create your work." - Nicole Gulotta

"Marketing isn’t about closing a sale, it’s about opening a relationship." - Mike Kim

"We need to say out loud what our souls are silently screaming, because it may give someone else the courage to do the same." - Tim Grahl

“Know who your audience is. You can even have a less than perfect product or service depending on who your audience is and what they’ll pay for. They may just be waiting on you to create something.” - Joseph Michael

“Get okay with being uncomfortable.” - Heather Teysko

"Tell the stories people want to hear, not the stories you want to share." - Janet Murray

"Failure doesn’t ruin your story. Failure helps you write it." - Paul Angone

“You need to take responsibility for your own success.” - Joe Bunting

"It's easy to think about the things you haven't done or success you haven't attainted. But remember that there was a time when where you are sitting now was out of reach." - Ken Davis



PIN THIS POST FOR LATER:

What’s the answer to combating fatigue and burnout? Community.

Kristi Porter, founder of Signify

I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


10 High Result, Low Budget Launch Marketing Ideas

A few days ago, I laughed and cried my way through the Won’t You Be My Neighbor? documentary about Mister Roger’s and his famed neighborhood. If you haven’t seen it, I highly recommend it!

As a kid who watched and loved that show, it brought back a lot of memories. However, as a kid who grew up to be a marketer, I can’t help but watch everything through that lens as well. Occupational hazard! One of the things that struck me was his approach to the concept of his show. He stripped away a lot of the fanfare and gimmicks he saw on other shows, leaving room for his authenticity, playfulness, and heart for educating children on important values. And kids loved it!

Okay, so what does this movie have to do with launching, you might ask? Well, it’s that same lesson I want you to take into your next launch. People will ultimately resonate with you and your mission, not simply because of some stunt or gimmick.

Sure, there might be times when those kinds of tricks enhance your launch, but don’t come to depend on them. If you have a sale every time you launch a new product, for example, people may start to only buy at that time. After all, when’s the last time you bought something full priced at Old Navy? With a new sale every other week, they’ve trained people to wait for the next sale before making a purchase.

I’m also reminded of those launches that give away the latest iPhone or a European trip. Does anyone else sign up for all of those? I know they do because I never seem to win! However, as soon as that giveaway is over, I jump ship and unsubscribe. That’s no way to build a loyal list.

But I also realize that people also have to see and hear your mission to get on board. So, let’s talk about 10 high result, low budget launch marketing ideas that I love. There are varying levels of time and energy required for each, but I’ve seen them do great things for other nonprofits and social enterprises, and think they can serve you well, too.

10 High Result, Low Budget Launch Marketing Ideas for Nonprofits and Social Enterprises

1) Empower People to Share About Your Launch

There’s still no better form of advertising than word-of-mouth. So, why not increase yours by empowering people to do just that? And it helps when you can give them a nudge, too!

I wrote a whole blog post about this idea, but the gist is that you should provide pre-written social media samples (text, images, videos, etc.) to your staff and key stakeholders for every major launch. Essentially, you’re giving them all the tools they need to help promote with little effort on their part. If they have to think hard about it or write their own, they’re much less likely to take action.

2) Update Your Website . . . In More Than One Place

This may seem like a silly thing to state, but remember how we’re all still waiting for common sense to catch on? Yep, this goes in that category. I’m saying it because I see it.

If you’ve got a huge launch coming up, and you don’t make it prominent on your website—and in multiple places—you’re doing yourself a big disservice. It’s common to put a launch image or blurb on your homepage, but what about other pages? It might be a great fit there, too. And, depending on how someone found you, they may not even land on your homepage first, so you don’t want them to miss the memo.

3) Add Bonuses to Your Launch

Bonuses are usually my preference over discounts. This way you aren’t devaluing your service, product, event, or whatever else you may be creating. Plus, they can make your launch even more exciting, resulting in more eyes paying attention.

Bonuses are normally offered during the pre-launch or early launch phase, and examples can include one-on-one time with you, an additional product, a video series, a gift from one of your partners, etc. The options are endless!

Don’t get me wrong, sometimes sales and discounts are the way to go, but take a look at bonuses as well. “Limited time offers” fall under this umbrella, too. They’re a great way to ask people to take an action with a deadline in mind, which is often very beneficial for you in the planning stages.


4) Email Your Tribe (More Than Once)

Inboxes fill up fast, so don’t rely on just one or two emails to make your big announcement. And people often have great intentions to buy or donate, but they’re also bombarded with a million distractions every day.

So, create a series of emails to educate and inspire your tribe to take action. Find different angles of your launch to address in each one, rather than simply repeating the same information.


5) Jump On Facebook Live and Instagram Live

Over the last couple of years, video has become hot, hot, hot! For this introverted copywriter, that’s a real bummer, ha! For others it may be great news. Regardless, it’s important to sit up and pay attention. Takeaway —> You can’t ignore video!

So, it’s time to jump on Facebook and Instagram Live. What you should love about this marketing channel is that it’s super cheap. As in free. You don’t need a studio or all the fancy lighting. With the click of a button, you’re in business.

If video is new or uncomfortable to you, I suggest starting with Facebook and Insta Stories because they disappear in 24 hours. Less pressure, hooray! Once you have a little more courage, or if you prefer to force yourself as I do, give Facebook Live a chance. Video allows you to talk to your fans almost as if you were in the room with them, giving you a fantastic opportunity to talk about your launch and cause.

6) Utilize All Your Real Estate

If your organization has multiple websites, email lists, social media channels, or apps, make sure they’re all involved and promoting. This is no time to be timid!

When I was an event marketing director, our main sources of revenue were events and curriculum. The curriculum purchasers logged in regularly to view materials, and we also had an internal bulletin board on their website for announcements. So, you’d better believe I promoted events over there!

Besides your main website and social media, where else can you communicate to potential donors and customers?

7) Ask Partners to Promote Your Launch

Who do you know that can help promote your launch for free? This can be individuals or companies. It might be official partners and sponsors, or casual friends of your nonprofit or social enterprise that want to see you succeed enough to promote on your behalf.

This is a great opportunity to get in front of entirely new audiences. Just remember, however, that you may need to scratch their back in the future, too.

8) Let Your Audience In On The Process

Create ready-made buyers when you give people a say in the end result. Allowing your audience to provide ideas, feedback, or suggestions during the pre-launch phase to gives them ownership and gets them excited. They’re more likely to participate and share the launch as well.

I’ve seen authors allow their fans to choose book covers, course creators ask for suggestions, product makers seek out testers, and much more. How can you get your people involved?

9) Share Customer Reviews or Testimonials

We all love social proof. It’s the reason we seek out Yelp and Amazon reviews. It’s nice to know that someone has come before us and already loves what we’re interested in. It simply helps us proceed with confidence.

Obviously, some launches lend themselves better to this idea than others, but don’t be afraid to think out-of-the-box. If you have a fundraising campaign, for example, add testimonials to your site (and giving page) from those that have benefitted from your work or have previously donated.

Here’s an example from Signify.

10) Pre-Sale Your Launch

Wouldn’t it be a wondrous thing to have money coming in before you’ve officially launched? That’s the beauty of a pre-sale.

This is why some events allow you to purchase tickets to the following year before you even walk out the door. It’s also why movies sell tickets months in advance. And don’t forget about those books that come with pre-launch bonuses, or courses that give you a discount prior to hitting the market. The pre-sale has definite advantages for both you and the buyer!



PIN THIS POST FOR LATER:

Let’s talk about 10 high result, low budget launch marketing ideas that I love. There are varying levels of time and energy required for each, but I’ve seen them do great things for other nonprofits and social enterprises, and think they can serve y…

Kristi Porter, founder of Signify

I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


5 Essentials You Should Be Communicating to Your Donors


Today’s guest post comes from Amy Crowell, a fundraising pro if there ever was one! Her company, Next Stage Advisors, helps nonprofits through event consulting, board development, grant writing, and more.

Amy and I go way back to the days of when I was at a hospitality PR firm and she was at a little ol’ org called Share Our Strength. Yep, that one. During her time there, she raised more than $3 million dollars for their No Kid Hungry campaign, so she definitely knows her stuff.

Below, she’s boiled down donor communications to a few, main points that you should be aware of. If you’re strapped for time and resources when it comes to talking to your donors, make sure you at least cover these five bases.

PS: These same ideas work for social enterprises, too!

5 Essentials You Should Be Communicating to Your Donors

Nonprofits, no matter their mission or size, are always on the lookout for more donors. But some organizations aren't event sure how to start the process of engaging new people into their mission, never mind actually turning them into donors.

Donors come in all shapes and sizes. Your donor may be someone who writes a small or large check, but they could also be a volunteer, committee member, special event attendee, board member, or a donor of products or services that your organization needs.

No matter what type of donor you are talking to, nonprofits need to consistently communicate with donors, while at the same time targeting the specific message that prompted the donor to initially become engaged. Keeping everyone informed may very well graduate them from one level of supporter to another. Use these “5 Essential Tips” to expand your reach and add additional people to your potential donor pipeline.


Essential 1: Who or What You Help

This is a no brainer, right? Of course you are going to tell your potential donors who or what you help. However, it’s more than that. Yes, donors need to be told specifically who you are helping, but they should also be informed of the numerical statistics for the problem in your community you are helping.

Specific and detailed information about the problem you are working towards solving will show that your nonprofit is one that needs to be supported. For example, if a local organization tells you that the teen pregnancy in your state was triple the national average and then explained how they were helping to solve that problem, a donor would be much more likely to support them than if they were merely told that they help cut the teen pregnancy rate.

Tell your donors the specifics, such as:

  • How many people in your community deal with the issue that your nonprofit is trying to solve? Is it increasing or decreasing? How quickly?

  • What progress have you made so far?

  • What innovative methods are you using to fulfill your mission (especially if they are more successful compared to similar organizations in your community)?

  • When you accomplish things that work toward your mission, what changes?

  • How is your community a better place because of your organization, its mission, and successes?

Essential 2: Real Stories About How Your Organization Has Made a Difference

Showing your passion can go a long way to creating a new donor. Most donors give to an organization because they feel an emotional connection. Help potential donors feel this connection by telling them true stories about the work you are doing. Share success stories about people you have served.

Do you have video testimonies from parents or principals that have firsthand knowledge of how your program changed a child? Stories about how your organization extended the life someone, allowing them to attend a major life event of their child or grandchild? Examples of how someone you helped felt less stigma about a problem they had, which helped them to build their self-esteem and have a more “normal” life? Or perhaps you can take them on a tour of your facility to show your organization at work.

If you are looking for new donors, you should have a set of emotionally-driven stories that demonstrate your work in action and the benefits to those you serve.


Essential 3: Why Your Organization is Different

Many organizations look similar on paper—potentially serving the same type of person, geographical area, or otherwise. It’s important to differentiate yourself from others that may appear similar. Why would I give my money to you when XYZ nonprofit down the road does the same thing?

Donors want to know what your organization does that makes you different and worth investing in. Do you tackle the same problem in a new way? Does your program go a step further in that it follows people for six months after they leave, ensuring they continue their path to success? Are you the only organization serving X in this zip code? Do you address something that other similar organizations don’t? Perhaps your organization has more of a “teach a person to fish” versus a “give them a fish” philosophy? Tell your donors!

Essential 4: What Their Donation Can Accomplish

Whatever donors are giving—time, money, services, or products—they want to know how it is helping your nonprfoti fulfill its mission. Even though every organization needs non-restricted funds to pay for expenses like rent, utilities, and supplies, most donors would prefer that their donation be connected more directly to the mission they are supporting.

This is where equivalencies come in. Being able to tell donors that $1 connects a child to 10 healthy meals, $500 pays for a month of diapers for a previously homeless child, or something similar, goes a long way to help visualize what a donation can accomplish and how it helps those you serve.

These equivalencies can be used in multiple places, including online donations, special events (ex: live or silent auction, fund the need campaigns), or challenge/matching grants. Being able to show specifically what dollars can provide is important and will bring more donors to the check writing stage.


Essential 5: Share Your Organizational Goals

No different than deciding which mutual fund you want to invest your retirement savings in, donors want to see long-term goals and a healthy organization working toward them. They want to see an ROI on their investment, such as increased growth towards the overall mission.

Share with donors where you want your nonprofit to be and when. Do you want to reach 85% of your target market by the year 2020? Increase the hours you are open by 10% this year? Hire a new staff member?

Talk about both short- and long-term goals so that donors feel like they are part of your progress and that their money is actually an investment not only in your organization, but to the people or problem you are trying to help. Communicating a high-level vision and what it takes financially to get there will make donors more invested overall, potentially moving them from a one-time donor to a reoccurring one.

These “5 Essentials” can go a long way towards building a pipeline of supporters that can help you not only have increased donations, but also fill other important roles your nonprofit needs such as board members, volunteers, special event attendees, and more.

Be sure each essential is documented so you can share them with all the key stakeholders in your organization—especially staff and board members. Once you have them, you’ll likely find that not only are they helpful when speaking to supporters, they can also be used in other communications such as your website, newsletter, grant applications, and more.

Don’t have all five in place? Add the missing pieces to your priority list to increase success in the future.


Amy Crowell, Next Stage Advantage

Amy Crowell, founder of Next Stage Advisors, has more than two decades of experience in nonprofit management, fundraising, event management, and strategic and financial planning. She has overseen numerous nonprofit fundraisers, including grassroots campaigns, events of all sizes, and national multimillion-dollar corporate-sponsored programs.

Amy helps nonprofits meet and beat their fundraising goals via event consulting, board development, grant writing, and more.

Connect with Amy on LinkedIn.



PIN THIS POST FOR LATER:

Use these “5 Essential Tips” to expand your nonprofit’s reach and add additional people to your potential donor pipeline.

Kristi Porter, founder of Signify

I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.


How to Make Your Next Event More Successful

I don't know about you, but I love events. I love attending them, of course, but also working on them behind-the-scenes. When I was an event marketing director, I was able to help create a dynamic experience for almost 8,000 people. And with my nonprofit and social enterprise freelance clients, it's still a blast to see an event go from concept to completion, resulting in smiling faces, sales earned, and money raised.

A couple of years ago, I had the privilege of working with one of my favorite local organizations, Atlanta Dream Center, on their annual benefit dinner. I had been volunteering with them for three years at that point, and they were Signify's first, official client, so they'll always have a soft spot in my heart. Understandably, I was thrilled to be working with them on a professional level now, too.

At the end of the evening, we had quite a surprise—we had not only met the fundraising goal, but we had quadrupled the previous year's total! High fives all around!

However, I don't think it was an accident. After working on so many events over the years, both large and small, I believe there is a key factor we implemented during the event planning process that changed everything.

So, if you're looking for event planning tips, this one's a doozy! Here's how to make your next event more successful than your last. (Hint: It's probably not what you think.)

How to Make Your Next Event More Successful

If you stumbled upon this post looking for the latest event planning tips and tricks, you might be a little disappointed. But, hang with me, I think you'll still learn a really valuable lesson, especially if you're a beginner to the event planning world.

You see, what I've found over and over again, across many contexts, is that while there are always shiny, new ideas to make your event look awesome, there is one element of event planning that should always get the spotlight.

It's the step that should never get skipped.

So, what is it? Strategy.

I truly believe taking a more strategic approach to planning the 2016 Atlanta Dream Center (ADC) annual benefit gala was key to its financial success.

Here's why.

A FOUNDATION FOR SUCCESS

When I first started as a contractor for the benefit dinner, I was mostly working alongside the development director, who had been in the position less than a year. So, we were both newbies to the event. And even though the dinner was entering its fourth year, I felt like the event was still just trying to get off the ground. 

There was no established model to follow. The ADC staff had tried a few different formats, but hadn't really fallen in love with one yet. That gave us a lot of latitude without a tremendous amount of expectations, except for the fact that this was their largest fundraiser of the year. #NoPressure

There were a couple of things we immediately did to start off on the right foot.

The first was to get organized. Those who had been in charge of the dinner previously were no longer with the nonprofit, so we had to conduct a treasure hunt for some of the assets because I really wanted to take a look at what had been done before to assess how effective it was, and ways to build on it.

Once we had them collected, my suggestion was that we move everything to Google Drive so all stakeholders would have instant access. This plan worked great, and allowed us to collaborate well. It also solved the problem of keeping everything in a central location should someone else leave in the future.

The second thing we did was set up regular planning and check-in meetings leading up to the event, which was about five months away. Some of those were just between the development director and I, and some involved all department heads for the organization that needed to have a say in aspects of the dinner. 

These two choices may seem easy, small, or inconsequential, but I promise you that they made a big difference in the tone and feel of the event right from the start. And everyone could feel it.

Never underestimate the power of being organized!

STRATEGY'S ROLE IN EVENT PLANNING

Now, we were ready to start the event planning process. And this is where strategy became the star player.

During one of our early meetings, the entire team was sitting around a table discussing the format, logistics, and what people liked and didn't like from previous years. I also started asking them more questions about who would be in the seats.

This proved to be a key moment because, not only should you ask this question every time you plan an event, but that year was a turning point for the organization. The goals for this dinner were bigger because costs had risen, of course, but they were also gaining a bigger reputation in the area.

Previously, it had been friends, family, and close partners who attended the event. That year, however, they wanted to target new individuals and corporations. Essentially, they were ready to broaden their reach.

So, we had to start looking at everything fresh for that year's dinner. What had worked in the past might not work for a new crowd.

We revamped the sponsorship package, added a lot of cold leads to the potential sponsor list, and changed the format of the event to be more forward-thinking and informative, rather than using "insider" language as they had done before.

This new group of attendees might not be familiar with the different ministries under ADC's umbrella, or know why the work is important, or understand how their donations can effect people and programs all over the state. It was a big opportunity, and we didn't want to miss it.

I also created::

  • Positioning language for the sponsorship package, instead of it just be a list of benefits, which helped people understand the what and why of their mission.

  • A formal sponsorship letter that anyone on the staff could use as a framework to solicit donations.

  • Talking points so that anyone who spoke about the dinner to a potential sponsor, donor, or ticket buyer could stay "on message," relaying the most important aspects of why the event was being held and what the money would go toward.

  • The text for the website and email/print newsletters, so that everything was aligned and on point.

  • A marketing plan for them to see the event strategically from start to finish, even if I wasn't around.

  • A press release to get the word out about the event's success after it was over, which could bring more eyes to their work, resulting in even more new supporters, donors, or partners.

The ministry also began working on ways they could highlight their uniqueness, as well as how it relates to the overall mission of the organization. We needed to clearly communicate how everything worked together. And it turned out to be a very cool, experiential element of the evening that they now improve each year.

From the initial conversation to the wrap-up meeting, my goal was to bring a new level of professionalism to the event, and a fresh pair of eyes.

Don't get me wrong, their staff is outstanding at what they do, and they are relational to the core. (And a whole lot of fun!) But, like many small nonprofits, they struggled with systems and processes. Strategy wasn't the foundation of the event.

(Note: Having an annual fundraiser because everyone else does or simply because you need money isn’t a strategy—or even a very good reason. Make sure you truly understand why you want to host the event before you put your staff through the pain of executing it.)

We made a huge amount of progress that year—and it showed. Yes, the final fundraising tally was fantastic, but those who had previously attended their benefit dinners also noted how different everything felt. They could see and feel the shift and intentionality, and they were really looking forward to the next one. That's definitely what you want to hear!

The staff also said that it was the most relaxed they'd felt at the benefit dinner. (<— Also what you want to hear!) Each person knew their role, and were able to connect with sponsors and donors throughout the evening rather than running around putting out fires and pitching in on last-minute logistics. 

One of the other things I suggested to the team was that we not only ask for donations at the end of the event, which was already part of the plan, but we give attendees other ways to stay engaged and build deeper relationships with ADC throughout the year. This was important both for the die-hard fans and the people who were new to the mission.

You don't want to have a great event and captive audience, and then just say you'll see them next year. You want to give them a clear next step, and make it easy to take.

Our answer was to have staffed tables and flyers available in the lobby while people waited in line for valet service. This move gave attendees options for getting more involved with whichever ministry struck a chord with them that night, as well as opportunities to further utilize their time, resources, and funds to support the nonprofit.

DETERMINING SUCCESS

It's absolutely true that sales and donations are important. Those things keep the doors open and the lights on. And it's equally true that people have planned events with far less strategy and still seen great results.

But planning a successful event can be seen so many different ways:

  • Hitting bigger sales and revenue goals

  • Increasing attendance

  • Not driving your staff insane

  • Letting you sleep easier at night

  • Allowing your tribe to take the right, next steps with your organization

That's why I think strategy is the key to making your next event more successful. It certainly worked for Atlanta Dream Center, and I think it will work for you too.

 

“‘Exceed expectations’ is an overused expression with few who can document occasions when they actually did exceed expectations. Kristi Porter is one who can point to the work she did with the Atlanta Dream Center and accurately state that she exceeded all of our expectations. You will be well pleased with the results achieved by bringing Kristi onto your team.” - Mark Northcutt, Atlanta Dream Center

 



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After working on so many events over the years, both large and small, I believe there is a key factor we implemented during the event planning process that changed everything.So, if you're looking for event planning tips, this one's a doozy! Here's …

Kristi Porter, founder of Signify

I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.