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January 1, 2015 / compassioninpolitics

Social Enterprise Toolkit Stuff

1. Business model canvas + logic model

2. Data (lots of ways to track it online & offline). Way to separate yourself from other organization. Includes email list & other forms of impact data collection (how many people attend events & CRM tools). Key to fundraising & communications.

3. Impact Assessment: IRIS & one other.

4. Embrace Case Study

5. One Acre Fund Case Study

6. Pivot Case Studies (???)

7. In terms of Twitter. Tweet at people. Not just tweeting. [This principle applies across social media platforms–direct messaging, back channels, but direct one to one communication = key]

8. Slideology by N. Duarte. Read the book.

9. Help a Reporter Out (HARO).

10. Build media credibility slowly. You can go local first. (ie local newspaper)

11. Leverage PR opps. Katya Anderson (nonprofit marketing blog). Chicken Suit to cross the road (aka not a walkable city).

12. Website should gather email ************

13. Kiva did Google adwords. Kiva is great to study in terms of growth. [Wish he had talked about landing pages here too] & gone in depth on Kiva as a growth]

14. Finance.

15. Tech Soup. Specials for nonprofits on software like Quickbooks. You can also do it via monthly fee. You can also use Excel. This makes reporting, which you will have to do, quick & easy.

15. Two key reports. Variance reports from budget. Do every month in terms of cashflow to make sure you are on target.

16. Try to get off cash. If you do have it–have quality cash systems. Not a good idea to have lots of money on you–its a pain to track (ie all the receipts) & the security is a pain.

17. Keep receipts organized. Scan, copy, and make backups. They are only supposed to last 3 years in terms of the ink.

18. Cash versus Accrual (Pledge = Accrual) ?????. Two methods of accounting. Keep an eye on your cash flow. Plan things out. Try to have a buffer. Admittedly, not always possible. Reduce lots of stress on your part.

19. Virtualization of operations. Project management tools. Base Camp, Sugar CRM, Zoho, Gannt Project, DotProject, etc.. (pick 1)

20. Meetings are expensive. Project management allows you to cut it down.

21. Virtualizing files. Drop box, Google Drive etc.. (pick 1). You need to sync.
If a laptop gets stolen–you need to have a backup.

22. Mail. Earth Class Mails & Postal Methods. Do different things.

23. Email managment. Aweber. Mail Chimp. iContact, & Constant Contact. He recommend Mail Chimp, because its free up to

24. Google Voice, Skype, Grasshopper, Ring Central (a number of other options I missed)

25. Virtualize the backup (ie if hard drive crashes). Get an offsite backup.

26. Virtualize BPN (I think this is virtualized & remote desktops) Log Me In,

27. Encrypt the vital stuff (major contacts, email list, ). Use TrueCrypt. If it gets stolen use Pray to track laptop.

28. Q&A/Break

29. The Lean Startup. Build business around consistent. Business plans become important based on verifying the assumptions. Small level test–market validation first.

30. Analyzing your skill set. Look at weaknesses internally (ie i’m not detail oriented financing. I need to find people who can help). You can hire or outsource the work you can’t do well. Also, focus on your strength to build the organization–if possible.

31. Board of directors (Friends? Raise Money?). Nonprofits have give, get policy. They have to raise money to stay on the board.

32. Fundrace, Guidestar, Zillow, Goolge, Corporation Searches, Noza (???)
(also rich zip codes). High net worth & family foundations.

33. Financial model for how the change would impact. Multiplier of economic impact throughout the area. Took time.

34. Give money based on engagement (and emotion). Very hard when you are starting out. I raised $1,300 or so starting out. Takes time…but its worth it.

35. All about relationships. Ask for introductions. Get to know them BEFORE you submit your proposal. Blind submissions probably aren’t going to get a grant.

36. Mimic their language (homeless populations, emerging markets, etc…)

37. Budget should tell priorities. Salaries in states versus feeding people in Kenya. Money where your mouth is.

38. Make sure there is a fit between the grantee & you before you submit. Ask questions….

39. Ask for introductions for or from current grantees.

40. Idealist case study (mentions experience at Starting Bloc )

41. Corporate partnerships. *** Sponsorship (Cell phones or Computers, ect….) Can get matching from foundation. Good when it helps the corporate. They want a CSR story & stories of impact & photos.

42. Leverage volunteer time for employees. In the field. (NK: perhaps virtually too)

42. NBA Math Hoops. Partnered with NBA to produce math literacy. Also leveraged that partnership–it helps as stepping stones. Builds your brand.

43. Angel list. Local especially.

44. Aspen Institute (ANDE members)–very good for BOP. Mostly not seed.

45. Venture capital. Khosla & Invested Development (no mention of SoCap or related investors). If doing something worldwide via a product play….allows them to get VC.

46. Kickstarter, Indie Gogo, Crowdfunder (equity investments), Circle up. Technically Kickstarter doesn’t do nonprofit. Really well for consumer products. For equity stakes–Profounder, but still hitting challenges.

47. SOMA Water. Kickstarter. Used Klout score above 60. Reached out one by one. Tweet & repost. $100,000k raise in 10 days ($147k altogether) Soma
Soma: Beautifully innovative all-natural water filters

48. Debt/Borrowing/Credit Cards/Loans. Also small business loans.

49. Donor engagement. Not just asking for a check.

49. Zafan & Kiva. A form of crowdfunding.

50. Give one, get one. Charitable revenue model. Ship 2. One to developed, one to de (lights & shoes). 1 problem. Can promote dependency–ie dependent on free or subsized. Better to sell–they will value it more–more sustainable.

51. Government sales. Haiti. Solar street lights. Senator in Haiti & then all the district. This grew. Very targeted. Targeted influencer in the government–which lead to other sales.

52. Kidsel. Solar home lighting kits. Battery charing, etc… for the cost of candles. (NK: wow) Via micro-loans.

53. Ideally, test your revenue model before you scale up.

54. You can’t do it all….you need to hire/HR, etc…

55. Hire & get them working toward a common goal. Small teams can work–even over larger teams. (ie founding team can work for equity…etc..). This is somewhat about commitment. Find who your core team is…and build out their strengths. CORE TEAM.

56. Get Freelancers is possible–and even outside the US.
virtual assistants in the Philippines Quicbooks or video editing….need to vet them & look at their rankings). Also used people per hour (in the UK). I’ve avoided Indian freelancers due to bad experiences.

57. Volunteer management. Does take time. (note the difference of Volunteer versus Paid). Set boundaries & clear communication–goals, expectations, and deliverables & timeline. Also, subdivide into something manageable. This is to avoid frustration.

58. Microtasks too. (ie TaskRabbit).

59. Staff are expensive. (HR, vacation time, etc..). If you can build via freelancers before you use staff.

60. Fellowships are competitive. If you get one….leverage it.

61. Prizes. EPAP3 (???). By the fed. government for university teams.
10k to 500k

62. Business plan competition. Generally need a member on your team in the program.

63. Work-life balance. Prioritize & delegate. Its all consuming.
Set boundaries
Set time for yourself (jogging & time with family–respect time)
Treat it like 40 hours.

64. Think about exit. Exit is inevitable. Prepare. Prepare for transitions. Build an organization that works without you.

65. Do you have a plan B for your organization? Are you over-extending yourself?

66. How can you leverage success? How can you move on to your next step?

67. Can you merge? (with another organization)

68. Pay yourself a normal wage (living in poverty can have negative repurcussions) (ie resilience & well as budgetarily on the organization itself)

69. Look for your social niche. Where you can have impact where others aren’t. (NK: kind of a weird way to approach this–its hard to frame this answer)

The webinar integrated principles of nonprofit, social enterprise, and some social media. Included business model (a bit), communication, and some finance stuff (particularly in terms of creating better systems.

* Note: this isn’t the full version & its not in the same order. I missed probably the first 15 to 25 minutes.

Webinar by:
Peter Haas of AIDG, TED, and Fifty Frogs: Peter Haas | Profile on
Fifty Frogs: F50 Frogs

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