Social Enterprise

7 Ways to Foster Team Growth That Will Make Your Organization Thrive

People are the biggest asset to your nonprofit or social enterprise. Volunteers, employees, partners, customers, and donors all help build your organization, and supporting those people in growing personally and professionally will further extend your mission into your community. When you allow talent to prosper, it benefits you, them, and the world at large.

And because our world is undergoing rapid change, the workforce has become highly competitive, multi-generational, and international. Retaining a positive, well-rounded team is vital for your organization's success. Investing in your people and letting them know they are valuable team members is crucial for your longevity, even if they are dedicated yet unpaid volunteers.

But how do you do this? Keep reading for seven ways to foster team growth that will make your organization thrive.

What Does It Mean to Grow People?

When you plant something, it must be nurtured, watered, and pruned. People respond well to similar methods. You’re bringing people into your organization to teach them about your mission so they can become the best advocates they can be. But no plant can grow without a little help! 

And since good people are in short supply, one of the best ways to keep them motivated is by creating a happy work environment. Nonprofit and social enterprise leaders must keep their fingers on the pulse of their people. Hiring new staff is an investment of time, stress, and money, so it’s better to ensure your team is well taken care of and foster an environment of growth and contentment. 

Give your team a sense of belonging in your organization. Water them by providing encouragement and fostering healthy workplace boundaries. Prune them by sharing lessons and educating them on your goals, expectations, and methods. Then watch them grow! 

Happy team members will want to stay. Pew Research alludes to the great resignation of 2022 and explains why people are leaving their jobs. Since the impact of the pandemic, more and more people have realized they weren’t fulfilled and that life is too short to work in an unhappy environment. 

To be clear, a less than desirable workplace often looks like little to no advancement opportunities, working long hours, and low pay, so take stock of what you offer from both your perspective and your team’s perspective.

People spend over 50% of their lives working—especially when the work is mission based. It can be extremely gratifying but also very exhausting at times. Why not make the workplace a happy, growing, advancing environment? When employees and volunteers know leaders are “for” them and want the best for them, it breeds loyalty to the leadership, the workplace, and the cause.

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Make Your People Feel Important

People are multi-gifted, and sometimes it takes giving someone a new task to reveal a new talent. Leaders make a huge mistake by trying to do everything themselves and only delegating small tasks to other team members. 

You don’t have to do it all! Trust people by delegating the best tasks and not micro-managing. Allow your volunteers and employees to learn new things. Giving people important tasks makes them feel valued, trusted, and gives them autonomy. And it helps alleviate your workload, too. You no doubt want to grow your nonprofit or social enterprise, and it will take a diligent team to do so.

Also, take a look at your turnover rate. A high turnover rate is a sure indication that people are not happy. And those that stay will then find it difficult to establish connections and see their role as more than a job. 

When a social impact organization is able to keep the right people, it enhances the culture, the brand, and therefore, the mission. A happy staff creates a happy organization which gives the organization a quality reputation and allows you to reach even more people.


How To Retain High-Quality Talent for Your Nonprofit or Social Enterprise

  1. Value People

    The whole organization must be involved in the process of valuing each other. Reward service by telling stories of the amazing work people have done. If encouragement isn’t your first instinct, work at it. Leave post-it notes on computers with nice messages, or put a small gift of snacks in a communal area at the beginning of a long day. 

    This can be done virtually, too! Send quick messages or emails of gratitude every now and then, encourage team members to share something fun about their evening/weekend at the beginning of meetings, or send e-gift cards to show appreciation.

    Inspire your team with a story of accomplishment from a volunteer or staff member, and remember to give everyone a turn. Allow your leadership tone to highlight each person’s worth.

  2. Understand Your People

    Every person has unique motivations. Some are motivated by affirmation, others are inspired by feeling needed or providing for their family. As leaders, understanding each person's objectives, driving forces, anxieties, and potential roadblocks will earn a deep and mutual appreciation. When people feel understood, they are far more inclined to share their struggles.

    Understand that everyone you work with has a life outside of work. Their job may be their calling, but it is also a means to be paid to support themselves or their family. Volunteer work may be something they’re passionate about, but they’re also taking time out of their likely busy schedule to do so.

    Providing a balanced work-life environment in your organization is paramount. When people work for a calling, they become more driven, which can also wear them out. Mental health days are now a significant part of life and work, so take a look to see if this is something you can provide..

  3. Cultivate Managers Who Understand People

    People grow when you invest in them by cultivating strong leadership qualities. The development of everyone inside the organization should be a priority. Offer leadership programs and mentorship opportunities. These foster a culture of openness and transparency and enable your people to succeed. 

    Talking openly and regularly is a great first line of defense if you’re feeling an undercurrent of dissatisfaction.

  4. Offer Enough Opportunities for Growth

    At some point, people will have to retire. Invest in the younger people in your company to be competent fundraisers, salespeople, administrators, marketers, and talented people growers no matter their role. By the time the older staff are ready to pass on the baton, the younger generation will be prepared to take it. 

    Look out for people who make the best leaders early on. Teach them all they need to know to run the organization and trust them with challenging tasks that promote personal growth. Remember: Leaders also need a vacation!

    There are plenty of resources you can offer your team members (and take advantage of yourself) that can help foster growth. Check out courses on LinkedIn Learning, Udemy, or Coursera to start. You can search through hundreds of different courses and filter by subject, such as nonprofit management, social enterprise success tips, and leadership skills. Skye Learning also specializes in online courses and credentialing catered towards nonprofits, and nonprofitready.org offers more, too—and for free!

    You may also want to consider developing a mentor program within your social impact organization. This can be a great way to connect C-suite leaders with junior staff so they can learn more from someone who has worked in your organization longer, is more familiar with your mission, and has a wealth of career experience to share.

    Offering a continuing education program to your team is a great idea as well. Even if you don’t have much room in your budget, baking in a small amount for continued education can really motivate your team to continue developing their skills. This allows them to become more proficient in their role and more valuable to you!

  5. Recognize Outstanding Work

    People feel appreciated when their efforts are valued and recognized. Acknowledgment of employee or volunteer effort sparks discussions about building on their achievements and using their abilities for future tasks.

    According to statistics by Deloitte, companies with very effective recognition programs experience just over a 30% decrease in voluntary turnover. Meaningful work maintains a high level of staff engagement.

    Recognition is part of valuing your team members, but creating and implementing an official, formal recognition program takes it a step beyond just a note on a desk or an extra snack in the break room. You can outsource to a company like Motivosity or Rewardian to help you create a network for your team to recognize each other, and allow you to send cash rewards, spot bonuses, and personalized notes to individuals. 

    Your recognition program can also simply be what you make it. Providing raises and promotions where due, offering semi-regular perks such as free lunches, product discounts, or reimbursements, and hosting team building trips, conferences, and outings can all fall into this category.

    Recognition is important for morale. It leads to more engaged teams, happier workplaces, and higher productivity. So make sure your employees, volunteers, donors, and partners know you recognize their hard work! 

  6. Encourage Teamwork and Connection

    Outstanding managers create collaborative teams. People who experience working in a connected team environment are less inclined to explore other job possibilities. Volunteers who connect with other volunteers and feel appreciated are more likely to continue advocating for your organization and attract others.

    A happy work environment is also creative, where people are not afraid to put forward ideas. And an atmosphere that encourages critical thinking will add to an organization's problem-solving identity.

    Encourage teamwork, cooperation, and decision-making. Develop a reputation for dealing with problems swiftly and effectively without judgment. Create a light environment where people are playful and laugh often, even when you are advocating for a serious cause. Not only does it decrease stress, but it fosters connection with each other. 

  7. Build Organization Resilience

    In an ever-changing world, change is here to stay, and the only way to succeed is to accept it. According to the World Economic Forum, organizations that build resilience in the face of change are the most successful. A change management plan can guide and support your team through any rough waters and ensure a smooth transition.

    Leaders must build resilience within their teams by making the purpose of what they do clear and keeping open communication. When something happens, clearly define and explain it to your people. Determine what the effects are and communicate them, and then provide training and support to help your team adjust and adapt.

    Leaders must have the ability to move quickly and easily in the face of change. Encourage your teams to take ownership and create an environment of open communication and you’re well on your way to honing that ability.

You work hard to spread your mission, and part of that work is creating a team of people to help you do it. Fostering a healthy environment that encourages growth allows your volunteers and employees to thrive and motivates them to keep your social impact organization moving forward. 
When it comes down to it: The best way to keep great people is to want the best for them. Retaining people who believe in what you do and what they do creates longevity for your nonprofit or social enterprise. Purpose keeps the vision alive, so make sure your team knows that purpose and feels appreciated and empowered to let it shine.


Segba Eseoghene Keva Laya is a content writer with extensive experience in the field and with her own blog. In the future, she hopes to become a life coach and continue sharing ideas on her own website. She holds a Bachelor of Arts in History and International Studies from the University of Uyo.



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I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.

4 Methods for Understanding What Your Customers and Donors Really Think

Consumers and donors today have the world at their fingertips. They’re able to conduct their own research on organizations and products, and are faced with a wide variety of options to choose from. If you want to stand out from the crowd—and attract your ideal donors and customersyou need to have a deep understanding of your audience, their behavior, and why they make the decisions they do

Basically, you need to have a good grasp of why they would choose to support you rather than another nonprofit or social enterprise.

But how?
Two words! Market research. 

You may have heard this term thrown around before, but what is it really? Market research is a way of gathering information to better understand your target audience and what they want. Using a few proven techniques, you can gain valuable insight into your audience and get direct feedback from them about their interest in your organization.

No more guessing or assuming!

When done intentionally, market research can help you gain more support for your cause, reach a bigger audience, improve the experience of your current customers or donors, and build a stronger overall marketing strategy for your nonprofit or social impact company. 

So, let’s get into the nitty gritty of how to understand what your customers and donors really think so you can reach more people for your cause! 

When To Use Market Research

You know you could probably benefit from learning more about what your donors and customers want. Who couldn’t? But where do you start? When is the right time for it? 

Maybe you’re thinking about launching a new product or service and you’re not sure how much support it would actually receive. Or, maybe you want to pivot and take your organization in a new direction, like if you’re a nonprofit wanting to start selling products or build a social enterprise. Knowing more about your audience will help you create services and products that people actually want.

Market research is also beneficial when you already have a product or service that’s not performing as well as you’d like, or your sales or donations have decreased lately. That’s a perfect time to reevaluate or troubleshoot your strategy.

Expanding your client or donor base is important, too! But you need to know as much as you can about them in order to successfully grow.

Market research is also just a great way to check in with your audience regularly. People change, and so do their priorities. This can help ensure that you’re still providing what they’re looking for. 

To illustrate some of the ideas above, let’s take my annual holiday giveaway as an example. I host this giveaway every year in order to hear directly from my clients and email subscribers about who they are, what they need, how they found me, and much more. It also allows me to collect information that helps me refine my current products and services (and website copy!) as well as gives me ideas for future products and services. And who doesn’t love free things? A win for both of us!

To sum it up: Market research is essential housekeeping for your organization, and should especially be implemented in any of these cases. It will help you stay relevant, in-touch, and even anticipate your audience’s needs.

MAKE YOUR NEXT LAUNCH THE BEST YET

Tips for Getting Started with Market Research

So you’re ready to better understand your audience, awesome! Here are a few tips that will help you define your goal and set you up for success.

  • Determine the objective of your research: 

    What is your goal? What are you trying to achieve with this research? 

    Do you want to expand your audience, increase sales, get more donations, something else? Determining this objective will help you figure out what method of research will work best for you and what data you hope to collect.

  • Define your target market: 

    The point of this research is to learn all you can about the people in your market, but you need to know who you’re talking to first

    Think about who you want to reach. Who is your message, product, or service for? Be as specific as possible when thinking about who you want to attract to your nonprofit or social enterprise.

  • Look at the competition: 

    It’s equally as important to know who you’re up against! Look into other organizations like yours from the eyes of a donor or customer. What do you like? What do you not like? What are they doing well and what needs improvement? How do you compare? 

    This is a great way to hone in on your own unique position and create an even better experience for your customers or donors.


How To Better Understand Your Customers and Donors

With market research, you’re hearing straight from the source rather than relying on your own personal thoughts and biases, which is crucial. 

Here are four ways to conduct market research to gain valuable insights into your current audience or target market.

  1. Interviews

    Interviews allow for one-on-one, face-to-face (virtually works, too) discussions with members of your target audience. This is a great method for digging deep and also allows for a natural flow of conversation. You can follow different threads of the conversation to gain more insight, and it’s good for reading non-verbal cues, too! This is great for really connecting with your audience and building a rapport, but be sure to ask targeted, direct questions that evoke thoughtful responses.

    Additionally, be sure to take really good notes, or when possible, record the interview so you can hear their exact words again later.

  2. Online surveys

    Surveys are a quick, inexpensive, easy way to hear from people, and the most commonly used method. These can be delivered as an online questionnaire or via email. They don’t require the scheduling and time of an interview, but you also may not get as in-depth responses or be able to ask clarifying questions. You can, however, collect a lot of data very quickly with surveys, and it is generally pretty straightforward and easy to analyze. This is the easiest way for people to participate as well.

  3. Focus groups

    Focus groups bring together a carefully curated group of people who fit the target market. A professional moderator leads a discussion and asks questions about the product, service, or organization and gains insight into how the group feels. However, focus groups can be expensive and also lead to errors in research. Dominance bias (when one participant influences the rest of the group) and moderator style bias (when different moderators’ styles influence the group in different ways) are two effects that can skew your data results.

  4. Customer observation

    A less expensive alternative to focus groups, this allows you (or someone from your organization) to observe a member of your target audience interacting with your product, whether it be navigating your website or testing something more concrete. While you won’t be able to get into their head like with the other methods, observing people in their natural setting without the influence of others can allow you to get a sense of where they hit roadblocks, what they like, and how they use your product or service.

Before we move on, let’s talk about incentives for participating in your market research. Offering an incentive is a great way to increase participation. This could be a small discount, giveaway, or free access to a resource. People love to receive something in return for their time, and you’ll likely receive more feedback!  

Oftentimes, this does depend on the amount of work required to participate, the number of responses you want, and your relationship to the person. For example, a focus group or interview is more time consuming than filling out an online survey. And if your audience isn’t highly engaged, they may need an enticement in exchange for their time. It can, of course, just also be used as a nice gesture.

50+ ideas for promoting your next big thing

How to Choose the Best Format for Your Market Research

There are clearly pros and cons to each method of research, and you have to determine which one works best for you and for your needs at this time. This is largely dependent on who your target audience is and what your objective is. That’s why they’re so important to define!

If you’re a nonprofit wanting to drive more people to your cause and gain more donors, an online survey may suffice. That way, you can gauge what people think about your communications, the feelings your messaging evokes, and what programs people are most interested in. 

If you’re a social enterprise and you want to introduce a new product, an interview might be best. Having a conversation with someone may allow you to get deeper insight into how they feel about the product and if they would really spend their money on it. An online survey could allow you to see if someone is interested or not, but it may be harder to discern intention versus action, and it doesn’t give you the level of detail a face-to-face interview does.

A conversation I had recently is a great example of choosing your format. I was speaking with a nonprofit leader and she wanted to create a new revenue stream by introducing a subscription box of premium bath and body products. This was a completely new venture for them, so I suggested that she conduct some market research to find out if her audience would be interested in making the purchase.

This was going to be a LOT of additional work for them, so she needed to gather information on whether it would even be of interest to their current donor base, since that was who they would initially start selling to.

Additionally, I suggested that she conduct focus groups or one-on-one interviews rather than an online survey because her audience may think that it’s a great idea but may not be willing to make a premium purchase ($100+) in reality. They needed to have actual conversations with people to work through potential issues like these ahead of time.

Ultimately, you want to choose the method your audience will best respond to and that will get you to the answers you need.

Asking the Right Market Research Questions

The other challenge in determining how to conduct thorough market research is figuring out which questions to ask participants. Whether via an online questionnaire or an in-person interview/focus group, you need to ask questions that are not only open-ended (more than a yes or no), but will help you achieve your goals.

There are some base questions you should be asking, but you also need to assess what questions best fit the purpose of your research. Here are some ideas to get you started.

Gather background information:

  • What are the demographics of your audience? 

    • Age, gender, race/ethnicity, location, employment, etc

  • What are the psychographics?

    • Their ethics, values, personalities, attitudes, lifestyles, and interests

    • You can find some of this out with questions like, “What are your hobbies?”, “What causes do you regularly support?”, “What five adjectives describe you best?”

Learn about how they view your organization: 

  • How did they find you?

  • How would they describe your organization and what you do?

  • Why do they think your work matters?

  • What do they think you should offer in the future? 

    • You can also give them a few options and let them choose what they like best!

  • What do they think the benefits of your organization are?

  • Where did they find the most useful or valuable information?

Gain more insight into what they want:

  • What challenges were they facing when they realized they needed this product/service?

  • What made them interested in organizations like yours?

  • How did they know something in this organization could help them?

  • What made them want to get involved with your mission or use your products?

  • How familiar are they with other options on the market?

  • Where do they go to find more information/different options?

Asses the roadblocks:

  • What issues are they facing with your product or service?

  • What problems do they currently see?

  • What problems do they think could arise?

  • What did they dislike about your product/service/organization? 

  • What would they find more helpful in the future/what areas do they think need improvement?

Evaluate the cost:

  • If you’re offering a product, how much are they willing to spend on it?

  • If you’re a nonprofit, how much are they willing to donate?

Note: Money questions may be tricky. My sales coach always says, “People buy with emotion and justify with logic.” So, just be prepared that you may not get the answers you want with these questions . . . or people’s actions may be very different from their intentions. It’s not bad to ask; just use it as a guide rather than gospel.

Notice that these are mostly open-ended questions. Asking open-ended questions helps you get deeper insights. You could also mix in numeric scale questions and vary the question structure. For example, the question could ask the user to rate their answer on a scale of 1-5, one being “Strongly Disagree” and five being “Strongly Agree.”

There are many examples of great questions here, but be careful in asking too many! You don’t want to overwhelm people or take more of their time than needed. Choose strategic questions from a few different categories that will best benefit the goal of your research.

Wrapping It All Up

Once you conduct your research and gather all your data, you’ll be left with a vast amount of helpful, insightful information to analyze and keep on hand. This process will likely uncover new patterns and trends you might not have fully noticed before. Not to mention give you a deeper understanding of your audience and how they respond to your mission.

After all is said and done, you can take your newfound knowledge and create an action plan to implement what you’ve learned. By conducting market research, you can not only better understand your current audience, but find new customers and donors that deeply resonate with your mission.

Moving forward, your services, products, and marketing will be more aligned with your ideal audience, making all your efforts more successful. In fact, your customers and donors may even think you’ve read their mind!



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I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.


This post was co-written by Kristi Porter and Megan Westbrook.

4 Tips for Turning Your Customers and Donors into Passionate Fans

If you haven’t heard of Change the World By How You Shop, you’re in for a real treat! LeeAnne McCoy has been a member of the Signify community since the early days, and I can testify that she and her ethical shopping guide are dedicated to helping people find products that they’ll not only love, but allow them to make a difference.

And in the course of researching brands to include in her guide, LeeAnne has had dozens of conversations with makers and founders, and has unique insight into why some brands can turn their customers and donors into passionate fans while others simply sell their goods.

I’ve asked her to share those differences with you in the hopes that you can also make the leap from store to sensation. Because when you can successfully turn customers into advocates, you’ll be able to take your mission to a whole new level and make a bigger impact.

4 Tips for Turning Your Customers and Donors into Passionate Fans

A few months ago, one of Mercy House Global’s homes for teenage moms in Kenya burned to the ground. And in a passionate response to the tragedy, I watched the bars quickly fill up on their online fundraising campaign. Within a matter of hours, they raised thousands of dollars—enough to replace all the items lost in the fire including clothes, beds, and more for the young moms and their little ones.

And recently, Shelley, founder of Papillon, was visiting Haiti. She shared with her Facebook followers some of the medical needs of the artisans who work for her. Before she got on her flight home the next morning, she was able to tell her employees that people they had never met had donated enough to cover all their medical expenses. 

These kinds of stories are actually common for these two nonprofits. Not only do they quickly raise funds for their needs, but they also frequently sell out of newly released fair trade products. Why? 

They both have a very loyal following of customers and donors who are as passionate about their mission as they are. 

So, how can you turn your customers and donors into fans as loyal as those who follow Mercy House Global and Papillon? Below are four ways nonprofits and social enterprises turn followers into passionate fans.

TELL A BETTER BRAND STORY

1. Be Real

Lauren, owner of the small ethical online boutique Naupaka, is not afraid to admit her mistakes. As a one-woman-show, she sometimes sends out newsletters twice or sale notices on the wrong day and then sends a funny apology email with the correction.

Her transparency makes shopping from her online store feel like shopping at your local brick and mortar.

Shelley from Papillon is also very transparent about her challenges in running a nonprofit, as well as her relationships with her employees. She recently posted a live cell phone video on Facebook of the Papillon workshop in Haiti. Watching the banter, the smiles, and even those who ducked down because they were too shy to be on camera was like being there in person. This did far more to inspire support for Papillon than any professionally recorded video could have done.

Your supporters are inundated constantly with advertisements and requests for donations, but a sense of authenticity can make your requests stand out from the crowd. 


2. Be Personal

Because of the pandemic, connecting in person with your followers may not always be possible, but there are numerous ways to personally connect from a distance.

A handwritten note goes a long way. I treasure the many handwritten notes I have received from various social enterprises and artisans I support through Change the World by How You Shop. A personal email can have the same impact.

Facebook offers some great opportunities for connecting personally with your followers. Shop with a Mission has had to close the doors of their fair trade store in California all year because of COVID-19. However, they started weekly Facebook live shows where they laugh, tell jokes, host giveaways, and show off products. By watching the live shows, both local and out-of-state followers get to connect personally with the owners and employees.

Several other fair trade shops have utilized Facebook to introduce international artisans via live video. Others, like Mercy House Global, have created an “insiders” group which invites a small group of their fans to be a special part of their mission. Shelley from Papillon goes one step further and “friends” customers and donors on her personal Facebook page.

People are more likely to support organizations they have a personal connection to. Thus, the common joke about “Mom is my biggest fan.” Whatever method you employ, keep looking for ways to help your followers feel like they are personally invested in you and your mission. 

 

3. Be Specific

Recently, I purchased a basket from Eternal Threads, a nonprofit fair trade organization. Beautiful as the handwoven basket is, I bought it not just for its beauty or because I wanted to support a generic cause such as fighting poverty in Africa. I bought it because it was Rosemary’s basket. From following Eternal Threads, I had learned Rosemary’s story, how she lost both her parents and was raising her younger siblings and selling baskets to pay their school fees. I bought her basket to remind me to pray for Rosemary and because she inspires me. 

Even when you cannot share names or pictures, you can still be specific: 

Likewise, Papillon recently shared that one of their employees’ sons was HIV positive. Because of the stigma around HIV, they could not share names or pictures, but they shared enough details of the story to inspire many to donate.  

And when Mercy House Global started their fundraising campaign after the fire, they raised funds for specific needs, one at a time, such as mosquito nets, beds, and toddler clothes. Each individual need they posted was quickly provided for by donors who understood their mission, what was being asked of them, and what the result would be from their contribution.

 

4. Follow Up

Giving frequent updates on your supporters’ impact will strengthen their commitment to your mission. Papillon sends frequent updates to the donors who contributed to their employees’ medical needs. And Mercy House continues to send updates on the teen moms who lost their homes in the fire and the new homes they hope to purchase for them.

Eternal Threads, who sells Rosemary’s baskets, continues to share her story. Recently, her little brother was robbed and beaten on the way to work and his cell phone and bicycle were stolen. When they shared the need for donations to cover his medical care, it was simply one more chance to be part of an ongoing story.  The update and personal thank you from Rosemary they forwarded to donors ensured they would be quick to participate in the future as well.

Every little step you take towards having authentic, personal, specific, and ongoing communication with your followers will help build their relationship with you. And nurturing those relationships over time will turn customers and donors from occasional supporters into passionate fans who will be vital partners in accomplishing your mission.

It’s certainly worked for the organizations above. How will you make it work for you?


LeeAnne with Rosemary's products.jpg

LeeAnne McCoy is a mother of six young children and a piano teacher in Washington State. In her "spare time," she is also the creator of Change the World by the How You Shop, an online ethical shopping guide which makes it easy to find products from brands that go beyond ethical and fair trade to change lives around the world. Her mission is to support those brands by helping more people discover their products.

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In the course of researching brands to include in her ethical shopping guide, Change the World By How You Shop, LeeAnne McCoy has had dozens of conversations with makers and founders, and has unique insight into why some brands can turn their custom…

Kristi Porter, founder of Signify

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.

Create a Year-End Social Impact Report to Engage Donors and Customers

Can one person really change the world?

I think it depends on what you count.

Some people are only impressed by massive reputations, millions of dollars, big programs, and culture-changing ideas.

But as nonprofits and social impact companies started to release their year-end reports over the last few months, my favorite ones to read are the creative reports that:

  • make tangible the intangible,

  • highlight the small numbers that represent a change in heart or thought for a few people,

  • share the seedlings of disruption that will shape a family's trajectory forever,

  • tell the David versus Goliath stories,

  • represent the optimistic beginnings of early-stage organizations,

  • sound more relatable to me.


It's the idealist in me, but these reports represent hope and what could be.

Don't get me wrong, I'm certainly in awe of the big nonprofits and social enterprises who make an impact that I could only dream of. But I think we often forget that everyone who tried to do something great had to start somewhere, usually with meager resources.

Even on a small scale, these reports are the testimony of how you've used your resources to do something worthy of your donor or customer’s investment in you—whether that be time, money, influence, or anything else. No matter how big or how little you feel your contributions are (and theirs in you), they deserve to hear the story of what you did together.

If you haven't done so already, I urge you create your own report—and I’ll talk you through it.

Create a Year-End Social Impact Report to Engage Donors and Customers

Why Do You Need a Year-End Report?

Here are a few reasons why having a year-end report benefits you and your nonprofit or social impact company.

  • Help your community understand what you did with their resources, which might encourage them to give more.

  • Show them where you're headed in the future, and how they can be a part of it.

  • Tell stories of the real lives that were affected by your mission and the shared belief that things can be different (and better!).

  • Reiterate their standing as an insider that will always be kept in the loop when you've been trying something new.

  • Thank your current large donors, partners, and sponsors.

  • Build trust in you, your work, and your vision for a new and improved future.


We are in need of more good news than ever before . . . and you are in a fantastic position to share it!

100 Content Ideas for Your Marketing

How to Easily Design Your Year-End Social Impact Report FOR FREE

Here’s what you need to know: Your social impact report doesn’t need to be fancy. It certainly can be, but don’t let that stop you from making it happen.


Canva

Canva is the (free) tool that I use to create pretty much anything visual on this website or my social media. There are thousands of free templates to utilize for pretty much every purpose, and it’s pretty easy to get up to speed. Canva lets anyone be a designer!

People Resources

If you have a limited budget but a pair of extra hands, put them to work! It could be an intern, volunteer, board member, or peer that you can barter with.

STORYRAISE

Storyraise is a tool I only recently discovered through a friend, but it looks user-friendly and like it could create a great social impact report.

Webpage

No eye for design or short on time? Simply add a new page to your website and list all the data there. Just try to compliment numbers with stories and information that bring the facts to life.


Marketing Your Social Impact Report

Once you’ve taken the time to create your year-end report, be sure to get the most mileage of it by promoting it everywhere you can.

Pssst—You can also promote it more than once! For example, you could even promote it to new donors and customers as they begin to interact with you over the course of a year.

Share This With Your Customers and Donors

Examples of Year-End Social Impact Reports

After everything we’ve discussed above, would you like to see some impact reports from small nonprofits and social enterprises like you?

Atlanta Dream Center (now Frontline Response)*

This incredible organization has been doing good in Atlanta and beyond for a couple of decades now. So, they have some pretty great numbers to tout. However, one of the things I love about their social impact report is their vision for the future. At the end they show a photo and blueprint for their new headquarters as well as the budget they need for it. This allows their current donors to understand future needs and make the investment.

Gifts for Good

When you don’t have a designer on standby, you can follow Gifts for Good’s example and simply add a new page to your website with all the relevant stories and stats. A few of the creative stats they included were hours of employment, gallons of water save by using recycled materials, and chemo rides for cancer patients.

Refugee Coffee Co.*

My friends at Refuge always get super creative by telling their story using the language of coffee. You’ll see they also have a really simple layout that still tells a powerful story. Don’t make the mistake of thinking your report has to be dozens of pages long to be impactful.

MOMENTO FOUNDATION (FORMERLY Love Not Lost)

A while back, my friend Ashley and her team at had a heck of a year trying to help us all process grief in the midst of 2020. But they showed up in the ways that only they could, and loved on their community at a safe distance. Due to the name change, their 2020 report is no longer online, but it was a terrific example of what happens when you don’t make your goal. They were honest, upfront, and showed their donors and supporters their vision for 2021 with gusto! I know anyone who received this wasn’t disappointed—only proud to be a part of their community.

Goshen Homes

Though this one isn't quite an impact report, but it is still certainly a great model. Even without the beautiful design, you’ll see the testimonials scattered throughout that reinforce the importance of their work. And I love that it also shows you clear steps to getting involved.

Conscious Capitalism

I love that this report starts off with the title, “A Pivot Toward the Future.” It’s hopeful, shows they are still standing strong after a hard year, and points to their work moving forward. I also like that they counted the attendees for their online gatherings as a stat. Finally, I love that they dedicated several pages to thanking their major partners, event donors, board of directors, and team. You can never thank people enough!

To The Market

This report stood out to me for several reasons. First, I love that they reinforced their work with stats about why their mission matters to the public at large. Second, they showed their growth very simply and in a straightforward way on page 5. (And yay for utilizing interns!) And, third, you’ll notice that their case studies are short and so is their social impact report. This is a terrific example of how you can communicate impact in a compact way.

BE THE BRIDGE

My friends at BTB have been growing like crazy since they launched in 2016. This is illustrated in their report when they show milestones reached each year. This kind of information instills trust with the donors and partners, showing their continued momentum and giving them concrete examples of what their involvement did over the years to grow the mission.

HORIZON SERVICES

Full disclosure—I wrote this report! Horizon Services is a substance use treatment center in California, and they’ve been doing incredible work for many years and are highly regarded in their community. However, this was their first impact report so they wanted a hefty mix of stories, hard stats, creative stats, and showing their gratitude for everyone who contributes to their success. I loved the way we ended up quantifying some of the more emotional parts of their work such as safe nights spent in their care, observations by staff, days people felt supported, and people who turned their lives around. They have a lot to be proud of!

VECTOR GLOBAL LOGISTICS

Another one of mine! As Vector’s Chief Marketing Officer, writing and art directing the impact report is one of my responsibilities—one that I love! Each is somewhat similar and somewhat different, but one thing I liked about our last report was aligning our volunteer projects to the Sustainable Development Goals (SDGs). Many organizations around the world use this terminology, so we implemented it to make our priorities more clear for readers. And if you are a nonprofit wanting to partner with more companies, this could be a direction you’d also like to take since many businesses are working toward SDGs themselves.

I really do believe that one person can change the world—when you know what's important and what to count.

You're the one.
Get out there.
Create your impact.
Share it with the world.




PS: Have your own awesome year-end report to show off? Link to it in the comments!

* Past or present Signify client



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No matter how big or how small you feel your nonprofit or social enterprises’ contributions are, your donors or customers deserve to hear the story of what you did together.

Kristi Porter, founder of Signify

I’m Kristi Porter, and I help cause-focused organizations understand and execute effective marketing campaigns so they can move from stressed to strategic. Your resources may be limited, but your potential isn’t. Whether you’re a nonprofit, social enterprise, or small business who wants to give back, I’ll show you how to have a bigger impact.