Tag Archives: advancement

5 Considerations for Successful CRM Implementation

I (well, the whole Zuri team, really) have the good fortune of helping dozens of clients figure out their successful CRM Implementation. Should they stay or should they go? Go where? When? How much will it take? And, what should they do about that athletics/marketing automation/grateful patient/data analytics/[insert here] tool? A well-organized selection process (see some ideas on that here) should have you well-positioned. And, ideally these 5 considerations for successful CRM implementation should be dialed in…but, too often, they remain unresolved after selection and can derail implementation.

Once you sign, there will seem like a million issues to consider as CRM implementation begins. Of course, things like an effective kick-off week are important. Logistics, understanding current state practices, etc., etc. all matter. But, as the saying goes “some animals are more equal than others”. As your team is wrestling with getting office space and picking an issues management tool (you know, the easy stuff), here are five things that you MUST handle:

  1. Culture. The thought leader Peter Drucker stated that “culture eats your strategy for lunch.” All of the planning in the world can fail if you ignore culture. This means analyzing who has hard and soft power in the process, aligning project components with the right players, and maintaining open communications. This also means including the least engaged (and sometimes most hostile) people.
  2. Gaps. Whatever you buy, no matter how expensive your new CRM, it will have some gaps. Identifying and understanding these is essential to the project’s success. “Gap” may mean some customization that your vendor will build (but has never been done before, may not work, and may push your go-live by 6 months!). “Gap” may mean that Alumni keeps their online engagement tool, despite the potential for moving all functions into one stack. Being thorough and honest here is critical.
  3. Risks. Culture+Gaps=Risks (well, sort of, you get the point). Of course, not all issues, gaps, or obstacles are really risks. You should track those issues that are identifying, under control, and will require time and attention. But, some things are monsters! Will that Dean go rogue? Did the board approve a budget with enough resources? Will your vendor deliver on time and on budget, despite a track record of overages and shortcomings?
  4. Timing. Too fast will kill you and too slow will bore you. For big shop, under a year is a pipe dream (and someone will get fired). Much over two years doesn’t tend to match how organizations function, how long leadership stays in place, campaign targets, and other realities. Dialing in culture, spec’ing the gaps, and protecting against risks will help you determine the right length of time. There is also the small matter of when to get started as key institutional dates and calendar and fiscal year-end realities must be accommodated.
  5. Expectations. When you blend the other four considerations, you will be stuck with countervailing forces…don’t go too fast or too slow…work this into the organization’s calendar that never seems to have a down moment…sell folks on the 360 degree view of CRM knowing it has gaps…persuade folks that technology is key when offline principal and major gifts may drive the bus…which all boils down to managing expectations. A project charter is a great start. Weekly updates, transparency, one-offs with key players, a Champions Committee, and other steps will help. Being disciplined and focused is important. Expectation management cannot be underestimated in successful CRM implementations.

And, one last thought: inherent in all of these considerations is that perhaps most important to success is to be honest. Honest about culture, gaps, risks, timing, and expectations. Because, as we all know, this will be a marathon and not a sprint, it will take a village, and, whenever possible, avoid mirroring the Dilbert cartoons (see below).

Kidding (yourselves) will be counterproductive

6 Considerations for the #ConsultantContinuum

Every week, I have a chance to talk with someone in the industry about “becoming a consultant”. I love helping anyone understand what their professional vocation should be. These calls trend toward a handful of common themes–thought leadership, travel, doing vs. winning the work, etc. As a result of these discussions, I’ve distilled the six primary considerations when you’re wondering whether consulting is for you.

All of these considerations operate along a #consultantcontinuum. Think, “travel all the time” to “no travel”or “pre-set salary” versus “paid only when you bill”.  So, when looking below, consider where you feel comfortable compared to what the consulting gig may offer. Be honest! You can lie to yourself about “traveling being fine if it’s only 50% of the time” only to realize that this means 125 nights in a hotel each year. In my case, that’s great for my Hilton Honors account and hard on my family.

Where are you along the Continuum?

Consulting Consideration Continuum
Considerations for the #ConsultantContinuum

So, Consideration 1: are you a thought leader or a great “do-er”? This is really the difference between consulting and contracting, where “leading” is better but harder. If you don’t like to write and present, leading is hard to achieve.

Consideration 2 involves “Travel.” If you won’t/don’t travel, there’s a good chance you can be successful locally but limited regionally, which diminishes your impact.

Consideration 3 involves how you’ll earn compensation. If you need to bill a client for work in order to be paid, there is more risk (and likely more reward via bonuses).

Consideration 4 concerns whether you need to get your own work or will be given work by others. By far, the more work you “get”, the more challenging your consulting may be (due to constraints on time, competition, etc.).

Consideration 5 (Team v. Solo) relates to whether you will be a solo practitioner (which can be lonely and risky) to a team-based consultant, which comes with its own pros and cons. If you love QuickBooks, then solo is more viable.

Finally, consideration 6 reflects the type of consultant you want to be. Are you a “coach” or a “contrarian”. My experience is that coach-based consultants tend to balance these considerations better while contrarians gain their credibility by focusing on often-minor findings, and frequently burnout their clients and themselves.

Where do you land? In my opinion, the closer you are to the left side of the #consultantcontinuum, the more likely you will enjoy consulting and its rewards. Not a thought leader, no biggie but the authors and speakers in your niche will eat your lunch. Not one for travel? Local consulting can work but most pools are shallow. Looking for a salary guarantee regardless of billings? You may be in the wrong place. And, finally, if you want to be “right” more than be “helpful”, you may be a great consultant but your clients may beg to differ.

So, what did I miss? Where do you put yourself here? Would you like to talk about consulting? If so, drop me a line. And, best of luck figuring this out.



Advancement technology satisfaction survey

Zuri Group and EverTrue recently conducted a thorough survey of advancement users’ satisfaction with their systems. The central finding was that users are unimpressed with their resources. Dissatisfaction with databases, reporting tools, analytics resources, and other important fundraising tools was often 40% or more. And, the typical response for nearly all of the questions was “it’s ok”, which means that “Meh” is the average sentiment among our users. You can check out the report here: The Advancement Technology Landscape 2017 – EverTrue and Zuri Group

Here’s a sample of the report that highlights the challenges faced by our advancement technology environments:

Advancement technology satisfaction
Reporting, a central solution for advancement programs, is failing to meet demands.

The trend for the survey suggests that “common” issues (like gift processing) received better satisfaction scores whereas more innovative and new areas, such as social data management (which only a few companies, like EverTrue, really address) and analytics, received lower satisfaction scores. Some of this may simply be the typically slow technology adoption our industry experiences. However, it is important to move beyond the “we don’t have the money/time” argument and start to examine the roots of these issues and how your institution can begin to improve satisfaction.  Our users clearly want more and better solutions.


There are some solutions and some ongoing obstacles to improving the advancement technology landscape. To solve the issue, non-technical tactics like building trust and negotiating expectations are more important than you might think. Delivering on the fundamentals–accurate, complete and timely data–and adopting a PR-style, metrics-driven strategic information management approach will gain some favorable survey points. However, the lack of funding for, and innovative technical solutions to, fundraising applications remain pretty substantial problems. Thus, expectation management will be a critical component of your effectiveness.

What is your team experiencing? How have you improved user satisfaction at your institution? Share your best tips and tricks to help tackle this ongoing challenge.


Facebook’s (continued) move into online giving

This month has focused on Business Intelligence, the process of gathering all your organization knows (typically through a centralized database and a cool data visualization tool, etc.) and improving your analysis and decision making. A key component to great BI is how to get at all of the data relevant to your constituents–bio-demographic, giving, activities, and, more and more, their online engagement. This means what Facebook, LinkedIn and others do matters to your fundraising operations.

Facebook (NASDAQ: FB) is delving deeper into providing a donor giving application function. The NonProfit Times offered a helpful synopsis of the Facebook’s plans. On its face, this is a neat idea and may hold promise for the charities involved. But it also has some risks. (How) will data be shared? What fees are involved (FB doesn’t have any now)? And, my personal favorite, what will be the real cost of handling such giving, particularly when the thrust of the tool appears to be tribute giving.

Money in mazeThis last point is important. On the one hand, I’ve written about the real costs of handling any gift. It’s pretty hard to do for less than about $7. No matter what. On the other hand, once a nonprofit loses control over data and deliverables, there can be substantial donor service costs. For example, a few years ago, as a result of a Facebook fundraising effort outside of its control, a client of mine spent dozens of staff hours trying to make a few donors-via-Facebook happy. This effort appears more structured than the example I shared, but the data-exchange-donor-satisfaction issue could be significant.

So, as technology marches forward, keep in mind the some innovations have costs that should be calculated. Want to see what it costs your team to process a gift? Check out my calculator here.

Integrated Advancement Ecosystem idea

Years ago, I created this image and phrase “integrated advancement ecosystem.” It guides my thinking, and I’ll be building on and detailing the concepts in this framework in the months to come. Some of the components are called different things by different (types of) organizations. For example, “constituent programs” for a university are generally “alumni relations” whereas in healthcare, perhaps it’s “community relations.” I welcome your ideas about it.

Cannon's Integrated Advancement Ecosystem