LEAD NOW: PART 27 Ways to Cultivate Relationships with Stakeholders Remotely

Why are we here?

We are in a crisis, but we still need to connect with our champions.

Who are our stakeholders:Participants, clients, volunteers, donors, board members, members, vendors, and staff

Remember to look for the opportunities!

What are we going to accomplish today?

1. You will understand 8 guidelines & best practices for cultivating relationships.

2. You will be able to identify 7 ways you can engage and connect with your stakeholders remotely.

3. You will be equipped with tips & tools to take action today.

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Cultivation Best Practices

Knowledge is Power1. Know thy stakeholder

2. Data is King & Segmentation is Queen

3. Implore ‘The Golden Rule’

Align Organization Goals & Constituent LIA

Ensure that you are targeting your efforts in the same direction that your organization is moving. Aim your resources intentionally.

Organizational Needs & Goals

Constituent LIA

Revenue &

FundraisingSuccess

The Power of Story● Don’t run from conflict & struggle

● Don’t be the hero of the story

We are all storytellers. A good story has elements of struggle and pain with resolution.

● Branding and identity creates a consistent and memorable story

○ #StandwithShea

● Bring hope, laughter, and joy

Engage & Delegate1. Create a “Culture of Philanthropy”

2. Ask Questions

a. Don’t assume everyone is busy

b. Don’t make financial assumptions

c. Ask questions that are personalized & specific to the donor & how he/she can provide expertise or help

7 Ways to Cultivate Relationships Remotely

Virtual Opportunities

● Virtual meetings….duh○ 1:1 & Groups

● Virtual Trainings● Virtual Book Club● Virtual Happy Hours & Home Cocktail Parties

Get creative & think outside the boxUse the many tools available to you to connect & engage. Use Google & Pinterest to find more ideas.

Personalized Videos

● Use video platforms to create personalized, private videos

● Provide updates

● Ask questions specific to stakeholder

● Include other stakeholders or assets

Email Campaigns1. Segmented & targeted to different stakeholder groups

2. Provide regular updates

3. Use pictures & videos to communicate

4. Commit & be consistent

5. Treat your subject line like a movie trailer - give a teaser of what’s insidea. Your subject line matters at least as much as the content of the email.

“Why waste a sentence saying nothing?” - Seth Godin

Social Social Media1. Use the platforms where your

stakeholders already are - don’t waste your time

2. Jab, Jab, Jab, Right Hook Rule

3. Seek engagement & connection over likes

4. Take advantage of live streaming

5. Interactive Q&A Sessions

6. Interview Experts

Reimagine Events 1. If your event must change, can you make it virtual?

Challenge yourselves!

2. Sprout changed a horse show to “Quarantine Classic - A Horseless Horse Show”

3. Galas can shift to virtual

a. You can still ask your guests to dress upb. Auction can be virtualc. Can meals be delivered safely?

4. Shea Center held a virtual “Easter Carrot Hunt” for clients

Engage in Goodwill Activities1. For whom? Stakeholders & Good PR Opportunities

2. Ask - Is there anything you can do to serve the most vulnerable and isolated groups in your community?

3. What can you do for stakeholders to keep them engaged & connected that is low cost but high return?

4. Examples for clients:

a. Agape’s Wish List b. Visiting Nursing Homes with Notes or Horses/Animals c. Printable or virtual activities your clients can do at homed. Games for the whole family to do together

Don’t Underestimate Your Grandma’s Ways1. Never underestimate the impact of a handwritten note of encouragement or

appreciation

2. Never underestimate the impact of a phone call simply asking someone, “How are you? I’m thinking about you.”

3. Could be notes from participants or volunteers, as well as staff and board members

Tips & Tools You Can Use

Tips for Success1. Optimize websites for giving

2. Think about national holidays

3. Test technology first

4. Think through purpose & design/create accordingly

5. Prepare for engagement

6. Prepare for technical difficulties

7. Check out our free guide on how to lead your team remotely

Tools you can Use● Donaide :) - donor engagement

● Asana - project management

● Slack - team communication

● Trello - project management

● Mural - virtual brainstorming

● Google Meet/Hangouts - virtual meetings

● Zoom - virtual meetings

● Facetime - video call

● Houseparty - face to face social network

● MailChimp - email marketing + more

● Hootsuite - social media management

● Techsoup - discounts on software for NPOs

● Workplace by Facebook - internal comms

● CloudHQ - video for email

● Loom - free video and screen recording

● Wirecast - live-stream software

● Streamyard - live-stream software

● Canva - online graphic design made easy

Questions

Application Guide1. In what ways can you delegate cultivation activities to your team?

2. Are there things you are currently doing that you can make virtual?

3. What can you do to provide value to your stakeholders that will re-engage and connect with them?

4. How can you use data & segmentation to better serve your stakeholders?

5. What opportunities are there today that you didn’t see before?