webinar: leveraging service providers & vendor relationships for social impact

LEVERAGING SERVICE PROVIDERS & VENDOR RELATIONSHIPS FOR SOCIAL IMPACT EPIP Webinar June 8, 2016 EPIP Host: Biz Ghormley Presenters: Sarah Judd Welch, Henry Lee, Susan McPherson and Abe Taleb

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Emerging Practitioners in Philanthropy (EPIP) is a national network of foundation professionals, social entrepreneurs and other change makers who strive for excellence in the practice of philanthropy.

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We provide a platform for our community to:

Connect with others

Learn & practice

leadership skills

Inspire emerging ideas in the social sector

Get in touch! Please reach out with any questions or to learn more about membership!

Biz Ghormley biz@epip.org

Director of Operations & Member Services

What’s Next? • EPIP Bay Area NFG Happy Hour •  June 15 in Oakland, CA

• Next EPIP Webinar! • Level Up! Learn the management skills that will

help you thrive in your career when passion is not enough – June 22 at 3pm ET

• EPIP Annual Conference •  September 13-15, 2016 in Baltimore, MD

• All Events – www.epip.org/events

Housekeeping •  Use the question box for

•  Technical difficulties

•  Comments

•  Content questions for Q&A

•  Polls and questions are anonymous

•  Use #EPIPwebinar to join the conversation on social media

•  This webinar will be recorded

•  Complete the post-webinar survey, please!

Agenda for today’s call •  Poll – who is on the line?

•  Speaker introductions & personal career stories

•  What foundations and non-profits need to know about hiring vendors – Susan McPherson

•  How to get the most from the work and for your money by being a good client – Henry Lee

•  How to best leverage vendors to build capacity within your/your grantees organizations – Abe Taleb

•  What it means to “do good” as an agency or service provider – Sarah Judd Welch

•  Q&A

Who are you and what do you do? What is your company? How did you get there? How does social impact take shape in your work?

Hire a vendor that aligns with your values; avoid conflicts of interest.

@susanmcp1

Referrals are powerful – but don’t hire anyone as a favor.

@susanmcp1

Do your homework upfront: talk to references, outline the relationship, define the scope

– before an issue arises.

@susanmcp1

HOW TO GET THE MOST FROM THE WORK AND FOR YOUR MONEY BY BEING A GOOD CLIENT

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Your project - Ask yourself what problem are you trying to solve?

• Website redesign? Why? Refresh of Brand? Why?

Be very clear about the goals of the project

With the Why answered, create a clear RFP stating the what you hope the return is

HD MADE

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Choosing an agency

• Agency process - Do you understand their process and why they want to work in a part icular manner, does that work for you?

• Do you have one point person, who owns the project from your side?

• Ask al l questions. No question is a bad one.

HD MADE

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Start

• Review organization’s goals and expectations

• Approval process, who are your stakeholders? Board members, President, Marketing Officer? Etc.

• This can potential ly hold a project up if this is not put in place as you start

• Clear t ime for internal resources, make sure you have the internal resources that can handle the work and growth.

• Does your the Project manager have t ime al located to meet with the agency and gather al l of the feedback from the internal team?

HD MADE

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End

• Are you self suffic ient?

• I f not, do you need a retainer with the agency?

• Do you have the r ight analyt ics in place to judge if the project was successful?

HD MADE

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Develop branding and communication plan for a new col lege scholarship for high school students

in Newark, NJ.

Rebrand and reposit ion the organization for

the next 25 years.

BREAST CANCER RESEARCH FOUNDATION

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CHALLENGE

Breast Cancer Research Foundation (BCRF) asked us to reposit ion the organization to stand out in a crowded space and attract a younger and more national audience

APPROACH

■ Posit ioning: Refocused the organization around its key differentiator - research

■ Branding: Refreshed the logo to appeal to a younger demographic and created brand guidel ines for BCRF’s partners

■ Responsive: Designed and bui lt a responsive website that works across al l devices

■ Crowd-Funded: Partnered with Classy to al low supporters to start their own fundraising campaigns

BREAST CANCER RESEARCH FOUNDATION

BREAST CANCER RESEARCH FOUNDATION 9

Before After

1 0BREAST CANCER RESEARCH FOUNDATION

Homepage - Before Redesign Homepage - After Redesign

BREAST CANCER RESEARCH FOUNDATION 1 1

Redesign Across Devices

1 2BREAST CANCER RESEARCH FOUNDATION

RESULTS

■ 500% increase in mobi le donations

■ 52% increase in s ite traffic

■ 54% increase in page views

COME CREATE WITH US >>

CREATEWITHUS@HDMADE.COM

139 Fulton St, #703, New York, NY 10038

212.285.2727

How to best leverage vendors to build capacity within your or your grantees' organizationsAbe Taleb, COO at

Understand your own strengths & capacity

1. Don’t pay a vendor for something you can do better than them.2. Don’t waste team capacity on work that a vendor can do more effectively

and efficiently.3. Ask your vendors to develop custom solutions that match your needs.

a. They will prefer to oversell you and force you into their off-the-shelf solutions. b. Be willing to start with a smaller engagement before creating something custom.

Proactively plan for when you need vendorsAnd for when you don’t

1. Don’t engage vendors on a last minute basis.2. Save money by planning 6-12 months in advance.3. Be willing to hire full-time staff when you can bring capacity in house.

a. Look to your vendors to help with the hiring process.

b. It may be counterintuitive but they will be supportive, will allow them to be highly leveraged in the future.

Find out who your community is using

1. Don’t reinvent the wheel when finding effective vendors.2. Having the same vendor service as several organizations in your

community allows for cost effective overlaps. 3. Trusting that a vendor understands your mission will allow for faster

onboarding.

rework.jobs@ReWorkJobs

Abe TalebCOO, ReWorkabe.taleb@rework.jobs

@LoyalHQ  /  @sjw

Doing Good As an Agency/Service Provider

We’re not vampires!

@LoyalHQ  /  @sjw

Doing Work for Good vs.

Doing Good Work

@LoyalHQ  /  @sjw

Doing Work for Good • Working with mission-driven clients • Pro-bono clients • Doing work that is a good, in and of itself • Making work for good sustainable

@LoyalHQ  /  @sjw

Doing Good Work • Operating with ethics • Making decisions for the cause, rather than yourself • Being an advocate for your client and a good

steward of your client’s resources • Treating “our” people well

Speakers Susan McPherson, McPherson Strategies Henry Lee, HD Made Abe Taleb, ReWork Sarah Judd Welch, Loyal