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Nine lessons learned from clients in 2017, and how we’re using them in 2018

in Communications, Leadership, Planning by Lauryn Rosinski Leave a comment

In our roles as fundraising and communications professionals at Dot Org Solutions, we educate and guide our clients so that they can raise the most money and awareness as possible for their organizations.

But we have a little secret; one we don’t often share. We learn a great deal from them as well, putting some of their best practices into use in our own company.

That’s because nonprofits have some unique qualities that those of us in the for-profit space should emulate. Yes. For-profit companies should emulate certain nonprofit qualities. There’s certainly a touch of irony in that statement given that boards and others in business often tell nonprofits that they need to run more like businesses. In some respects, I agree. But in terms of having passion for helping others and making the world a better place, most nonprofits can’t be beat.

So, at Dot Org we are taking nine lessons learned from working with our clients in 2017 and are putting them to use in our 2018 planning. We hope that by adopting and incorporating these best practices into our work, we will be an even better company in the future.

#1: Focus on the mission.

More than 95 percent of our clients are nonprofit organizations. It’s the core of what we do here at Dot Org. (Hence our name.)  When we help them plan, develop marketing messages, fundraising campaigns, write grants, etc., we are always highly focused on their mission. We decided to take the same approach and let our company mission drive everything we do. Our mission: to support nonprofits in their fundraising and marketing efforts so they can better serve their clients and build better communities.

#2: Find your niche – do what you do best.

We cannot be all things to all people. And we often tell our nonprofit clients to do what they do best and not develop a new program or service just to get additional funding. We’ve decided to focus on what we do best here at Dot Org – content, strategy, training, planning, branding/brand integration, marketing and fundraising campaigns. This focus will help us get even better in these core areas so we stay true to our mission.

#3: Collaborate.

I think the word nonprofit should be synonymous with collaboration. That’s because nonprofits often must work together to best meet the needs of the constituents they serve. We are seeking ways to collaborate with key partners as well in 2018 to better serve our clients. We already have some partnerships in the works and are looking forward to rolling them out throughout the year.

#4: Tell stories.

We’re great storytellers – for our clients. Sometimes it’s just hard to tell our own. But, we realize how important it is to share our own experiences and the great work of our clients with others. So, we’re going to focus on sharing more of what we do and why we do it. We will also be developing some training and education opportunities to help nonprofits perform better, which we will be rolling those out during the year.

#5: Have clean data.

Ok… This one sounds a little strange. But we spend quite a bit of time helping nonprofit clients set up and clean up their constituent database systems. We preach about the importance of pristine donor data and how it is critical to better communications and fundraising. So, when we implemented a new software system for ourselves this year to create internal efficiencies, we needed to get all of our customer, vendor and prospect data into one place. Wow. What a mess. Our data certainly isn’t pristine. We have much work to do. So, like we advise our clients, we vow to create better data entry processes and continue to clean up our data to save time and better communicate with our clients, vendors and prospects in the future.

#6: You don’t marry everyone you date.

Sometimes client and vendor relationships just don’t work out. It is important to know when the relationship isn’t working and make the choice to move on. That said, we also need to remember not to burn bridges. You never know when you may run into the ex at some point and want to remain amicable.

#7: Plan and set goals.

We spend lots of time working with clients on developing marketing and fundraising plans that align with their goals. We’ve certainly gotten better at this as our company has grown, but we’re making a conscious effort in 2018 to develop solid goals and objectives along with action plans to go along with them.

#8: Remember why you do what you do. What’s your end goal? 

This one ties back to the whole concept of mission. But sometimes it’s hard to focus on the end goal when we are busy, tired, frustrated or fatigued by the length or stress of a project. It’s also easy to lose sight of the “why” we are working on something. So, we’re taking some cues from our nonprofit friends when we get in this situation and asking ourselves “what did we do to make a difference today?” If we can answer that question, we get back to understanding the “why.”

#9: Slow down and savor the successes.

Actually, this bit of advice is something we all can benefit from. Whether it is the homeless program placing a family in a new home after a tragedy, a musical organization building confidence in its young singers, or a community health center providing healthcare to immigrants, nonprofits celebrate and savor successes every day. It is human nature to try to fix things and dwell on what isn’t going well. We’re going to make a conscious effort in 2018 to slow down, breathe and step back to enjoy what we have accomplished.

Whether they know it or not, our nonprofit clients (and thousands of other nonprofits like them), have a profound impact on all of us here at Dot Org Solutions. We thank them for all they do to make our communities great places to live and wish them much success in 2018.