12 Epic Marketing Ideas Your Nonprofit or Social Enterprise Will Want to Copy

If you’ve got something new to promote, like an event, product, fundraising campaign, book, awareness campaign, or course. . . . pay close attention. We’re about to discuss 12 epic marketing ideas your nonprofit or social enterprise will want to copy.

Before we do that, though, let me make a couple of things clear.

Creating and promoting something new, also referred to as a “launch” in the marketing world, can present its own opportunities and challenges.

On one hand, they're often exciting, and a great chance to build buzz and get people's attention. On the other hand, they're usually short-lived, so you have to make them count because they may only happen once, annually, or at most, a couple of times per year. So, you need to maximize your time and effort with strategies and tactics that support your social impact goals.

There are definite trends you want to ride when it comes to launches (ex: email sequences and social media blitzes), but you'll also need to be creative. Innovative ideas are more likely to make people take notice—and bring in the sales and donations you want. 

Below you'll find 12 unique marketing ideas for your next launch. But, here's my caveat: don't just copy and paste. Put your own spin on them. They'll only be successful if they align with your mission.

(PSST: This post is part of a series about launch marketing for cause-focused organizations. Read Part 1 and Part 2. Or take it to the next level with my launch strategy guide.)

Nonprofit or social enterprise Event Marketing

Idea 1: Meet Ups

I was the Event Marketing Director for The Orange Conference for almost six years. And during that time, one of my favorite event marketing strategies was to host local meet ups all over the country. The catch: we didn't have staff all over the country. So, we let people in our tribe host them for us.

We hosted several meet ups here in Atlanta, where the nonprofit is headquartered, as well as in locations across the US where we did have staff. But there were a lot of places we obviously couldn't reach on our own, and our fans were more than happy to jump in.

They wanted to meet others like them in their hometowns, and we were thrilled they wanted to connect with each other. So, we provided downloadable flyers, social media images, guidance, and even allowed each gathering to give away a ticket to the upcoming event.

Whether people came to win a free ticket or to network with peers, these meet ups built community among the people who showed up—and got people excited about our event. Plus, it was a really fun way to empower our fans.

It also goes to show you that launch events don’t have to be a huge production.

Idea 2: Membership

It can be very difficult to get and sustain momentum for your nonprofit or social enterprise when your entire business model rests on one, big event. Yellow Conference is one of those. Yes, they have a regularly-updated blog, social media, and things like that, but in a sea of events, blogs, and social media accounts, your message can get lost or forgotten, even by your fans.

One of the ways they fight through the noise is the Yellow Collective. It originally began as a subscription box, which I thought was very clever for their business model. In its second year, it has evolved into a membership group that includes many of the original elements: in-person, at home, and online resources. And it also includes discounted tickets to their annual conference.

They've done a really great job at keeping their community connected throughout the year so that, when it's event launch time for their next conference, their fans are already primed and waiting.

Fundraising Campaign marketing

Idea 1: Get Out of the Office

Sometimes all you need is a change of scenery. For Atlanta Dream Center's "48 in 48" fundraising campaign, the founder of the nonprofit lived on the streets for two days. One of their three, primary ministries focuses on homelessness, so it made perfect sense with their mission.

And because the founder actually had the past experience of being homeless himself, it magnified and personalized the cause. He made the issue relatable and gave first-hand insight. Leading up to the event, a lot of buzz was generated among their supporters because it was not something you expected to see from a nonprofit founder.

During the 48 hours, he also did multiple Facebook Live videos so that people could follow his experience, and that generated additional donations once people saw it in action. He talked about his life, what he was seeing, and interviewed others on the streets with him (with permission, of course).

It was a brilliant way to shed light on their mission, and give people an up-close encounter they might not have otherwise.

Idea 2: Shared, Uncommon Experiences

Similarly, Nicholas House has an annual fundraiser where their supporters can sleep outside in an effort to raise awareness about homelessness. Each participant is asked to raise $2,500, taking some of the annual fundraising responsibilities off of the organization itself.

What I liked about this nonprofit’s event, in particular, is that my friend who participated is a board member. Often, events like these attract more adventurous high school and college kids. But seeing adults and their families involved was special.

Yes, the environment for this fundraiser was more controlled than the example above, but it was a more approachable way to bring others in who may not ordinarily be up for that type of experience.

And having individuals raise support on their behalf provides more "social proof" for the nonprofit because someone else is doing the talking. My friend’s fundraising letter conveyed her heart and excitement for their work—and that's not something you can force or buy.

 

Book marketing

Idea 1: Blog Book Tour

Unless you have the full might (and budget) of a traditional publisher behind you, it can be difficult to get the word out about your new book. And, even so, today's publishers want authors to take an active role in their own marketing. Enter the blog book tour.

My friend Katrell, who owns Dr. Bombay's tea shop here in Atlanta, participated in one of these for her book. She didn't have a big name or a big audience, so this was a fantastic way to spread the word without traveling around the country to book signings and interviews. Even though it was set up by her publisher, it would be relatively easy to pull off for just about anyone.

For a blog book tour, you'd simply set up a series of book reviews, guest posts, or author interview posts during a defined time period leading up to the book release, such as one to four weeks. This strategy definitely helped expose her to new audiences and sell books.

(Psst: You can also do this with podcasts!)

Idea 2: Galley Copies

If your social impact organization has one or more large events each year, you probably already know that it's best to release new products there, while you have a captive and engaged audience. But once-in-a-while, the timing just doesn't quite work out.

This was the case for the latest book by Growing Leaders about inspiring and mentoring today's students. So, what they decided to do was to give all 200+ attendees at their annual conference a galley copy of the book.

This opportunity allowed them to promote the book and build interest for it's release the following month. They also had a special pre-launch price with bonuses, which were designed to further entice attendees.

Nothing replaces a face-to-face pitch, and by giving out galley copies, they were still able to capitalize on a live audience for future sales.

Awareness/Community-Building Campaign MARKETING

Idea 1: Recreate an Experience

Some causes are sensitive in nature, and require you to protect those you help by offering them anonymity. This could include victims of sex trafficking, domestic violence, or issues involving children. Not only do you want to avoid capitalizing on someone else's tragedy, but you want to keep them safe.

Street Grace launched Suburban Horror Story as a way to accurately portray the issue of sex trafficking for the community without disclosing names and faces. You could watch videos online that were recreations of actual events, and also learn more about the issue. They also had guided "tours" to houses where arrests had been made to show real-life scenarios, as well as talk about warning signs and the experiences inside.

This gave those in attendance (donors, potential donors, and media) an up-close look at the problem, and showed them how they could be involved in the solution. It was a very effective way to talk about the people behind the issues without actually involving victims.

It’s a captivating idea on it’s own, but the quality (and frankly, scariness) of the website did a lot to stir up interest for people to take a tour, learn more, get involved, or even donate to the nonprofit.

So, make sure that even when you're promoting an in-person event, the promotional materials, like the website, do a good job of drawing people into your cause. This site did a fantastic job. They could've just splashed up a single page with stats and a description, but they definitely took it further to great results.

Idea 2: Take Advantage of (or Declare) a Holiday

I've talked about the idea of taking advantage of holidays—both official and unofficial—on this blog and my newsletter before, but it's always important to bring it up again. Because there are so many to choose from!

People love celebrating special occasions, so take note of any that you can work into your launch marketing plan. It often gives you a new way to talk about what you're doing.

There are, of course, plenty of legit options like Christmas, Halloween, and Fourth of July that might play nicely with your marketing and promotion. And how about #GivingTuesday to kick off your year-end giving campaign? Breast Cancer Awareness Month, Black History Month, and White Ribbon Against Pornography are a few others.

However, there are plenty of wacky or unofficial observances as well. For example, you can try World Kindness Day, Adopt a Rescue Pet Day, Digital Detox Day, or Read a Book Day. There is literally a day, week, or month for just about anything you can think of.

There may be even times when you need to create your own holiday. When I worked at Captain Planet Foundation, we created a Captain Planet Day. We had a formal ceremony down at Atlanta's City Hall, received a proclamation, and the whole nine yards. It was to celebrate a milestone in the foundation's history, but also garnered attention for the organization as we kicked off promotions for the annual fundraiser.

SOCIAL IMPACT Product MARKETING

Idea 1: Giveaways and Contests

My friend, Jen, just wrapped her first successful Kickstarter for her physical product called the Hope Deck. One of the strategies she used to get attention for her campaign was by doing free giveaways on influencer social media accounts.

She used both existing relationships and good ol' fashioned research to locate a handful Instagram accounts that fit her target market and were interested in doing a giveaway. Jen allowed them to give away a couple Hope Decks in exchange for pointing them to her account or campaign page. It was that easy.

This allowed her to easily expand her audience, and when she started promoting her campaign, she had a lot more eyes on it. And it made a difference! 

Idea 2: Giveaways for Reviews

I'm surprised at how little this strategy is used, so I thought I'd bring it up. I think most of us feel we need to bootstrap everything and get by on our own, but why? Getting help is often way better.

Now, I do know that people often launch in a rush or last minute and that may be a factor. (That is definitely one way to sabotage your launch!) 

But when you can get someone else to talk about your launch—you should!

Yes, sometimes you may have to pay or ethically bribe people to review your product, but again, use existing relationships and do your research for free or budget-friendly opportunities. There are so many blogs, magazines, newspapers, social media accounts, and YouTube Channels. A few of those leads are likely to respond and participate.

A client and I recently talked about this because she's releasing a very cool new product that creates culturally smarter kids. She thought that she would have to pay for people to review or talk about her product, but I named a handful of people in just a few minutes who would do it for free because of the product’s target market and social impact focus.

Put your thinking cap on, or ask around, and I bet you'll come up with your own list, too.

Tip: We often want to target the Oprah's of the world so we can make it to the top faster, but these folks are just plain hard to reach. Find people with a few thousand followers, or depending on your product, up to 100K followers. Often the "littler guys" (micro influencers) don’t get contacted as often, would love to participate, and have very engaged fans who would love to hear about your product.

nonprofit or social enterprise Course marketing

Idea 1: Facebook Groups

Facebook groups have become ALL. THE. RAGE. over the past couple of years. But course creators are cleverly using them to their advantage now as well.

Typically, they are meant to accompany an online course, or at least that's how I see a lot of them playing out. Especially when the courses are written or video-based, this allows the creator to interact with the students, and students to interact with each other. I am a member of a couple of these, and they're really fun.

But there are other ways to use them as well. Take the Myth of Balance, for example. Originally, it was released as a book. It's very short and practical, but the transformation isn’t in the information—it’s in the action.

So, the author created a Facebook Group to serve as the outlet for the course, which he calls a workshop series. He can release worksheets, conduct Facebook Lives, ask people about their progress, and coach them through obstacles right there in the group rather than having to build an online platform for the course (and pay those fees). Much easier and more DIY.

In the Myth of Balance launch, we used a lot of traditional marketing techniques to get the word out initially. Most other course creators do the same. But the difference in having a Facebook Group is that you don't have people going through the course on their own and then moving on with their lives.

Instead, you have people interacting with the course creator and other students, getting results due to the community and accountability, and afterward, you literally have a group of evangelists to help you promote when you're ready to relaunch!

Idea 2: Involve Others and Let Them Promote

Putting a course or curriculum together is no joke. I plan to do it in the future, but find it overwhelming to even think about. And then, when you have your shiny, new course, you still have to get the word out! It's a long process.

But the folks at Plywood were really smart. They have a lot of knowledge and know-how on their staff. However, they also know that one of their strengths is their ability to connect people and showcase others.

So, for their video-based curriculum course, they featured not only the founder, but individuals from their community. Each module features an interview with a different nonprofit or social enterprise leader putting that week's lesson into action.

Besides making content creation easier, Plywood now also has a group of people willing to help promote the course because they’re featured in it! The founders in the videos are well-known in the Atlanta area, with their own distinct audiences, which helped get the word out quickly about this curriculum.

By now you'll definitely notice a theme about recruiting others to help you spread the word. It's just one of those techniques that can look different each time, and is always effective.

What about you? What unique launch marketing ideas have you come across?

(PSST: This post is part of a series about launches. Read Part 1 and Part 2. Of if you’re ready to take it to the next level, check out my launch strategy guide, Promote With Purpose.)

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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What You Need to Convince Potential Sponsors and Partners

Whether you're a nonprofit or for-profit social enterprise, chances are that you're on the hunt for a corporate sponsor or investor. It could be for a long-term initiative, upcoming event, or special campaign. 

And why wouldn't you be? Corporate sponsors and partners bring in new revenue, as well as a new audience that is potentially untapped by your organization or cause. Their benefits to you are crystal clear.

However, have you stopped to think about what you bring to the table? There's plenty in it for the companies you're asking as well. Never sell yourself short.

These kinds of collaborations are called "cause marketing," and friends, I have really good news. There is no better time for it, and I'm about to tell you why. The bad news is that you may have the wrong approach.

So, what do you need to convince potential sponsors and partners that they should work with you? While I might not actually call it easy, it is probably a little simpler than you think. And it begins with two things: some basic information and knowing your own value.

What is Cause Marketing?

The simplest definition for cause marketing is when for-profit corporations team up with nonprofit organizations for a mutually-beneficial purpose. This is the traditional mindset for us folks from the business world. 

Some examples include when you donate an extra dollar at the grocery store for a feed the hungry campaign at Thanksgiving, or the local car dealership sponsors a nonprofit event, or when many companies display pink ribbon products every October with proceeds going to breast cancer research.

But as with so many things these days, I think the lines have become a little blurred. So, I'm going to introduce two other options. The first comes with the new-ish model of social enterprises. (I love that they have disrupted business in this way!) In this vein, a form of cause marketing could be baked into the business model. One example is that Warby Parker partners with VisionSpring to provide glasses for those in need. It's the now famous one-for-one model pioneered by companies like TOMS. Warby Parker doesn't own VisionSpring, but that is the only nonprofit they partner with.

The second is more of a lateral sponsorship or partnership. This would be when similar companies or organizations partner for a greater purpose, either long- or short-term. One example is when various organizations create a coalition to further a cause. There are various anti-trafficking coalitions around the country, with members offering complimentary services to both survivors and the community. They can do more together than each would on their own. Another option might be when nonprofits or social enterprises combine efforts to host an event, and split profits.

Who Are Your Potential Sponsors and Partners?

1) The first place to begin to answer this question is by considering your goals. Is it to make some additional money? Greater awareness for your organization or your cause? To build a long-term relationship with a company that can help sustain you? As always, you need a strategy behind your ask. This will help get you a lot further, and whether you're aware of it or not, it will also come through in your conversations with the would-be sponsor or partner.

2) Next, consider existing relationships. It's tempting to shoot for the stars and go after the biggest dog around, but that may not be the most productive use of your time and effort. And it may just leave you more frustrated.

No matter how big your operating budget, relational capital is your biggest asset here. Relationships are everything, and you can't manufacture them. After all, if you owned a company with piles of money lying around, and knew of a worthy cause you could get behind, wouldn't you put your dollars there first? Yes, you would. (And can we be friends?)

I suggest actually creating a spreadsheet of your personal capital, and having any employees do the same. You may not need it right away, but you will at some point. Find those relationships that may be great funding, spreading the word, making introductions, or some other benefit to your particular organization. (Think: Malcolm Gladwell's The Tipping Point.)

3) Next, make a spreadsheet of prime candidates for your sponsorship or partnership. This can include those in the relationship capital category, as well as others that come to mind. This will help you look at everyone objectively and all at once.

4) Finally, do your research. Does that company already have a charity or social mission partner? Do they have upcoming deadlines, or deadlines that have passed? Do they work with your cause, or have their own focus that's not a good match? For any companies that make the cut, this info will come in handy later for your presentation.

The Magic Bullet for Your Sponsorship or Partner Presentation

If the information above was a bit of a review for you, you'll need to hone in on this section. What you need to understand is that there has been a major shift in marketing the last few years—that directly relates to your presentation. 

Websites, emails, social media, and even presentations all used to be focused on you, the organization. No matter who you were, you could visit a website and the entire thing would be about them. That's not the case anymore. Everything is now "customer-focused." Meaning, even the language on your about page should include the person visiting your site. 

You have to repeatedly assume that someone who is reading your website, interacting with you on social media, listening to your podcast, or sitting in on your presentation is asking themselves, "What's in it for me?" You need to confidently be able to answer that question in everything you do. 

So, please don't skip that step when you talk to potential sponsors and partners. If you can make a compelling case for how working with you benefits them, you're almost there. 

The Secret Sauce is YOU

It's easy to think that whomever you're meeting with is the prettiest girl at the dance, and you're the awkward one standing in the corner trying to decide whether or not to ask her out on the floor. But, really, it's you! This is the really good news I alluded to earlier.

According to Cone Communications 2017 CSR Study, "consumers are no longer just asking, 'What do you stand for?' but also, 'What do you stand up for?' In today's tumultuous society, Americans expect companies to not only improve their business practices and invest in social issues that are aligned with the company, but to be a force for change in broader society."

And, guess what? That's where you come in! They also discovered that:

• 87% will buy products and services based on their values, and 76% will boycott for the same

• 78% want companies to address important social justice issues

• 63% of Americans are hopeful business will take the lead to drive social and environmental change forward, in the absence of government regulation

Download the full report here. (And, by the way, these are great stats for your next sponsorship or event proposal!)

What all this adds up to is that you are the prettiest girl at the dance! These companies need you! Why? Because their customers want them to be involved in doing good, and they want to stay in business. Your organization is just as valuable to them as it is to you. It would be truly a mutually-beneficial relationship, and that should come through in your communication with them. Time to tango!

However, in your excitement, don't forget about the section above. Yes, companies might be actively looking for a "do good" organization to partner with, but you still need to show how you can benefit them. Expect to give as much as you take.

Additional Sponsorship Presentation Tips

• It needs to look good. I hope this goes without saying, but as you are walking into a room to ask for something, your presentation needs to look professional. Keep it clean and simple with key thoughts and lots of white space. That doesn't mean, though, that you have to pay to have it done. There are tools that can help any novice look more professional.

• Obey any guidelines. Many large organizations will have guidelines posted on their website, so be sure to look out for these. For example, they may not sponsor events. If that's the case, they may still be a good long-term partner and should be targeted for that ask later.

• Watch for deadlines. Same as above, there may be specific deadlines you should adhere to. Or it may be that your campaign, initiative, or event doesn't line up with their budget year. For example, one client that I work with always hosts their benefit dinner in the fall. But some of the sponsors we solicit are already tapped out by that time. In that case, you should ask for a preferred timeframe to contact them again for consideration. You may be have to be more creative in your ask if details are scarce at that time, but if it's potentially a good fit, they'll be more willing to work with you.

• Include stories and facts. Both are compelling. And people will invest when both their heads and their hearts are in it. Additionally, this will allow you to speak to what matters most for different kinds of people. We are all naturally drawn to stories, but facts help making a compelling argument.

• Think past, present, and future. Show where you've come from, the current need, and how things could be different with help. Allow them to see not only what is, but what could be.

• Be creative in your approach and tactics. While you may simply Google, "sponsorship presentation" or "event sponsor proposal" for ideas, don't just copy and paste. Remember to customize everything to your unique cause, organization, and abilities. In the "What's in it for me?" category, this could include simple ways that you'll make the process easy, like taking care of all the design work or providing a single point of contact. Or it may be more along the lines of specific holidays associated with your cause or specific to your geographic location.

• Don't ask out of desperation, but confidence. I have a friend working on a short-term campaign, and she is struggling with her funding. She sent me the info that she intended to send out to some influencers, in hopes they would help promote. Frankly, it sounded desperate. People do not give to desperation unless it's a tragedy or natural disaster. So, she reworked her pitch with the magic bullet and secret sauce above, and it came out sounding much more like something people would want to be involved with.

• Get help, if you need it. If you work solo, at the very least, get someone else to look over the proposal. That can be a peer, employee, intern or a friend with a good eye and understanding of what you're trying to accomplish. And depending on the size of the ask, you may want to hire a professional. This may include someone that specializes in sponsorships, a graphic designer, or a writer (<-- shameless plug). Here are some of my recommendations. And don't forget, you'll likely be able to use or adapt this information and resource multiple times—instant bang for your buck.

• Include what makes you unique. As we talked about above, show off what sets you apart and makes you special. This could be a determining factor in their answer.

• Include the company you're talking to. Don't save this for the Q&A at the end, Answer their question, "What's in it for me?" early on so it doesn't become a distracting thought in their minds while you're pitching your heart out.

• Be specific in your ask. Everyone, both for- and non-profit, holds tightly to their funds. So, if you're asking someone to fork over their hard-earned cash, tell them exactly what it will be used for. If that part is still up in the air, offer some examples or make it clear that you're open to discussing what's best for the sponsor/partner. Don't make them wonder.

• Hone the slide deck and presentation. Take a less is more approach, when possible. No one wants to sit through a long presentation, 200 slides, or even worse, someone just reading all those slides to them aloud. I'm falling asleep thinking about it. You don't have to be the best orator in the world, but hit your key points, back it up with only the slides needed, and let everything else be part of a conversation, not a presentation. Talk with them, not at them.

• Follow up at an appropriate time, and in an appropriate way. Before you leave the meeting, ask if there is a preferred timeframe or method of communication for following up. Make it easy for them! And again, when you follow up, don't sound desperate. Even if you really are desperate, fake it till you make it ! :-)

One Final Note

We've talked about doing your research and some key pieces for your presentation, but there's a huge element I don't want to overlook: the human element. The best partnerships and sponsorships have a strong, relational component. Therefore, before you wow anyone with your snazzy presentation, you should begin with a conversation.

It doesn't matter if you already know the person or company that you're pitching to or not. Take someone out for lunch or coffee . . . maybe even on your dime. Get to know them and the organization. Don't start with your ask—start with their needs. 

After that, you'll begin to see where you can meet those needs, and consequently, become a huge asset to them, not just another charity. And, guess what, if you nail this aspect, it's also more likely that you won't have to be dependent on a razzle dazzle presentation to make your case. The presentation just becomes icing on the cake.

My friend, Mary Frances of Wellspring Living, is so good at this she could teach a class. Here's what she had to say.

What has helped you secure a sponsorship or partnership? What else is a "must" for the perfect presentation. Tell me in the comments!

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PSST: We’ve also built a sponsor presentation template if you need help getting started!

It’s customizable and easy-to-use, so all you have to do fill in your info and schedule the meeting!

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PIN THIS POST FOR LATER:

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Work ON Your Business, Not IN Your Business (Part 2)

There are a couple of stereotypes that come to mind when the word "entrepreneur" is brought up. First, is the more romanticized notion of being able to travel, take long lunches, and basically do what you want, when you want. On the other hand, there's the overworked, underpaid, and basically frazzled lump of a person. Those are the opposite ends of the spectrum, and honestly, depending on the day, either can be accurate.

We entrepreneurs are definitely lured away from more traditional jobs by the first persona, but for many of us, it's the second one that ends up taking root. And though none of us signs up for long hours and little pay long-term, those of us who are leading purpose-driven organizations often just chock it up to the cost of doing business differently. But I don't think this has to be the case.

Last week, I shared that I'd recently finished the book The E-Myth Revisited by Michael Gerber, which made the phrase "working ON your business, not IN your business" popular. In that post, I recounted that he says there are three different types of personalities that all business owners must display in order to be successful: the entrepreneur, manager, and technician. Building on that idea, today I want to share his strategy for growth and scale. And, like last time, I'll also tell you what some of the nonprofit and social enterprise leaders I admire do to work on their business.

(Psst: Missed part one of this series? Catch it here.)

The first part of the book, the section which primarily deals with those three personalities, made perfect sense to me. I recognized those traits in myself, but also saw areas of improvement I know I need to work on if I want to making it in business, as well as see my social enterprise thrive.

However, there were aspects of this second part that initially rubbed me the wrong way. But I pushed through, and Gerber made a strong case for his argument. I think I even became a believer along the way.

So, what was it?

The Franchise Model

The stance Gerber takes in this book is a bold one, in my opinion. He submits that to grow and scale, all small businesses owners must adopt a franchise mentality. That is, they must on some level be able to replicate themselves through systems and processes.

Some of you might automatically get stuck after reading that paragraph. Even being a girl who loves systems, "I totally paused," to quote Clueless, when I started this section of the book. At this point, I don't see myself setting up numerous Signify offices around the country, or hiring hundreds of employees. In fact, that thought makes me kinda want to barf. However, I am flying solo on this venture right now, and it would be super terrific to one day maybe have a bookkeeper, a few specialists on retainer, or heck, even an intern. And those things mean that I need to think bigger. I need to think in terms of scaling. In Gerber's philosophy, I need to franchise.

If a business is to thrive, it must obviously move beyond the founder. It cannot be wholly dependent on me or my skills—or in your case, you. Otherwise, it can feel very burdensome. It's more of just a job at that point. If I am out on vacay or sick in bed or taking that glorious three-hour lunch, nothing's getting done. Sound familiar?

Gerber equates business growth to the development of a person, with an infancy, adolescence, and maturity stage. The infant stage is exciting. Everything is new, but it can also easily get overwhelming. There are so many tasks to complete, and not enough help or time to complete them. You enter the adolescence stage when you hire someone. This is pretty spectacular, but too many owners end up wanting a break so desperately that they shove everything on to the newbie, which creates a whole new set of problems. It's possible said newbie either becomes overwhelmed too, may not yet carry the vision, or may have a different take on doing things that they execute in your absence. None of those are good alternatives. Gerber calls it "managing by abdication rather than delegation."

At this point, he says the owner has two viable options: the first is to either return to their comfort zone of the one man band, or expand with a franchise model mindset. 

Turnkey Revolution

His solution to success is the "turnkey revolution," which is a model that allows basically anyone to complete the process. Yes, just like a franchise. He uses the example of McDonald's.

While many businesses fail every year, putting processes, systems, and organization in place allows 75% of franchises to succeed. Wow, that's crazy! This is because they are consistent and predictable. And we humans are often creatures of habit, so those two words are comforting.

There are four basic principles behind the turnkey model:

1. Design for simplicity and efficiency. Your system should determine the outcome, not your people.

2. Document everything in an operations manual. This includes the roles, the work itself, and everything between.

3. Predictable service is a necessity. You must provide consistent value to your customers (or donors, for you nonprofit founders who are still with us).

4. Be results-oriented. Create a profit for your business, and be able to measure goals and objectives. And, of course, be ready to tweak at any time.

My Hang-Ups

I've already mentioned my first issue, and that was trying to define what scaling meant to me. Through his examples in the book, he is definitely talking about becoming a big player, but again, at this point, I have no desire for that. But his case was strong enough to help me realize that even wanting to scale on a very small scale could benefit from what he had to say.

Item number two may have made the hairs on the back of your neck stand up as well, and that was "Your system should determine the outcome, not your people." Okay, ouch! I pursed my lips and scowled a bit when he started in on this idea. After all, if I'm one person now, and want to expand that to two, three, or five people, I want to hire great people! I want to love them, and be friends with them, and invite them for sleepovers. (Okay, maybe not that last one, but I haven't ruled it out.)

But, after thinking about it a little more, I'd heard something similar before that I did agree with, and that was to hire based on the capability of the person, not the job description. Gerber may not agree with me there, but I'm gonna go with it. His point is that when you get a good system in place, most anyone should be able to pick up the ball and run with it. You should make it that simple, efficient, and seamless. And there is a lot of that I can stand behind.

Along those lines, I was a little put off with his continued use of McDonald's as an example. I'm personally not a fan for many reasons. But I am smart enough to recognize the business sense and innovation that company, and Ray Kroc, had in the early days. It just took reframing that concept for me. An assembly line is not what I'm looking for, but because I love systems, I understand the value of putting a process in place to help guide or predict an outcome.

The other thing I'll say is that if you choose to read the book, he pretty much sticks to product-based businesses to illustrate his point. So, you service-based guys and gals like me will need to think a little more intuitively. 

Overall, I really did find the book interesting and worth my time. I would recommend it as well. There are some steps I've already started putting in place along these lines, and plenty more to come. If anything, it'll just get you thinking differently about your little engine that could.

If you've read The E-Myth Revisited, what did you think?

What It Looks Like in Action

I also asked a few small business owners that I know, or follow online, to share how they work on their business, not just in their business. Here's what they had to say:

"You can't do everything on your own. Outsource what you can to freelancers, so you can focus on scale and the North Star of your vision." – Grant Trahant, Causeartist

“Every year on January 2, the Plywood staff takes a retreat to focus on the year ahead. We turn off our email and spend the first few days of the year focusing on the big picture." – Callie Murray, Plywood People

“For sixteen years, through North Point and Orange, I have heard ‘work on it instead of just in it.’ I get it, but it is so difficult to live it out. With everything thing that needs to get done, stopping to theorize, dream, analyze, and ask tough questions often doesn’t make the list. But I declared summer of 2017 the summer of analysis. This summer we have worked on it instead of just in it, and it has changed the direction of our division in many ways. The greatest benefit of working on it, is the peace of mind that you are working on the right things.” – Ted Lowe, MarriedPeople

“To continually improve our effectiveness, we block four hours per week for the entire team to work 'on' the business. During this time, we may work on our marketing initiatives or redesign key business processes. There are weeks when it's really hard to protect the time on our calendars. However, even without a 100% success rate on our goal, we've seen our organization's projects move forward more consistently than ever before.” – Kevin Jennings, Junction 32

“The only way I actually find time to work on my businesses, instead of just in them, is by making them a priority. Think back to high school or college dating . . . if your crush was available to hang out, it didn’t matter if you had class in two hours, or a paper due tomorrow, or a project to work on. You can bet you were hanging out with your crush! You found time to meet up with them, because it was your priority. Your business is no different. You have to trust that the work that needs to get done will get done when you take the time to make working on your business a priority, just like it did when you were younger and you survived school work and a date with your crush all in one day.” - Christina Scalera, Founder of The Contract Shop

“The thing I've had to learn as Refuge is growing from a small mom-and-pop venture to a larger-scale nonprofit is to let go! Not to let go of vision and culture, but to let go of the details. That's not a problem for me in some areas—the things I don't like to do or don't do well—but anything having to do with messaging or partying, I want to have my hands in it. I have to find people I trust and let them lead. It's freeing, but hard at first. In the end, it's so worth it, not just for your organization and your own sanity, but for the people who take those details, learn, grow, and knock it out of the park. Plus, they get the credit and satisfaction, and that's really cool.” – Kitti Murray, Refuge Coffee Co.

Read the first part of the series.

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(Amazon links are affiliate links.)

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Work ON Your Business, Not IN Your Business (Part 1)

I've recently become a little obsessed with the phrase "work ON your business, not IN your business," made popular by Michael Gerber. Since my own business turned one this summer, I've been in a constant state of reflection, evaluation, and motivation. And those words, and his book, The E-Myth Revisited, kept popping up in conversations and online. Not a coincidence! So, I finally decided give it a read (via Audible). I can say that it was well worth my time, and I think that it would be worth yours too.

Since nonprofits and social enterprises are mission-driven, and not profit-driven, it can be difficult to understand or incorporate a traditional "business mindset." Heck, that phrase may even sound a bit icky to you. After all, you and I aren't in this for business as usual. But, hang with me, because I believe there are some valuable lessons to pull from this book that you can use in your organization. Think about it, how much good can we do if we can't grow and scale? Serving a larger purpose takes a strong strategy. One person can absolutely make a difference, but the point is to bring others along, right? And if your organization continually struggles or gets stuck, you won't be available to help anyone. Ouch! I know that's not what you want, and it's not what I want for you.

(Psst: This is part one of two posts. See post two here.)

While there are many ideas in this book that are intriguing (some of which I admit that I was hesitant about at first), I'm only going to focus on two, over-arching themes of the book. I'm also going to share what a few other, stellar nonprofit and social enterprise leaders said when I asked them how they work on their business.

The big idea I want to chat about today are the three "personalities" Gerber notes that every business owner must identify and utilize: the entrepreneur, manager, and technician. He states that all business owners already have these personas inside them, but most people tend to lean heavily on one, and rely very little on the other two. However, he believes that it takes all three to be successful. He actually makes a case for that feeling you get of being pulled in multiple directions! To me, that's reassuring.

THREE FOR THE PRICE OF ONE

The entrepreneur is, as you'd expect, the dreamer, innovator, and visionary. On the other hand, the manager craves order, solves problems, and enjoys details. And the technician is the craftsman who actually gets the work done.

Every year, approximately one million small businesses literally or figuratively open their doors. One million! By the following year, 40% of them are closed. And four out of five don't make it to their five-year anniversary. Sad! I know you are out there trying to make the world a better place, and so, we need you to survive. Not only that, we need you to thrive!

Gerber says that the average small business owner is 10% entrepreneur, 20% manager, and 70% technician. Most small businesses fail because a technician isn't necessarily a good business owner. This guy/gal is a worker bee, but can't necessarily think long-term or accomplish large goals. They only focus on the task right in front of them. If that's the case, he/she is likely either burn out or continue to struggle because the work can only be sustained for so long by that one person, and they aren't making enough profit to bring in other people.

Likewise, if we rely too heavily on our inner entrepreneur, we'll have oodles of ideas, but never actually accomplish anything. And then the manager is stuck right in the middle without the other two, constantly pushing paper, answering emails, and posting on social media (hear: staying very busy), but with no direction or substance to back it up.

Which personality feels more dominant for you? Entrepreneur, manager, or technician? Gerber is right on target for me. I definitely have facets of all three, and value all three in myself, but I mostly rely on my technician, because she makes the moola. :) 

Oh, and this is a good exercise to think through even if you have a partner or small team. One of these personalities may be more prevalent across the board, and you'll need to find a way to bring some balance. 

Next week, we'll talk about Gerber's strategy for success. But I wanted to begin by understanding where we're all starting from. Again, his belief is that it takes all three of these personalities working in harmony for small businesses owner to achieve success.

I have no doubt that, like me, you got a little overwhelmed when you started your organization. You knew how to do one thing well, or maybe even a few things, but as a small business owner, you had to learn a whole bunch of skills to stay afloat . . . IT, marketing, admin, HR, fundraising, salesperson, social media manager, writer, coffee gopher, pep squad captain, etc. That definitely works for a while, but it's not sustainable. It's not going to allow you to grow (no matter how you apply that definition to your business), or help more people through your mission.

So, first identify your dominant personality. Then, consider ways that you can start developing the other two. Think of it as being holistic, well-rounded, or even just what it takes to be the #WorldsBestBoss. This is the beginning, the foundation.

Intrigued? Pick up a copy of the book. I highly recommend it!

WHAT IT LOOKS LIKE IN ACTION

And if you're looking for some ideas of how you can work on your business, rather than simply in your business, here's some feedback from a few pros:

“I prioritize goals weekly and quarterly, and make sure to keep them in a place where I see them every day. This helps me remember what's truly important, and keeps me moving toward bigger goals on a daily basis.” – Joanna Waterfall, Yellow Co.

“One of the best ways I know to guard time to work on it, not in it, is by ensuring I don't schedule most of my time away in meetings. I ensure that no more than 50% of my time is spent in meetings. Ideally, it's 30%. That way, I have 50-70% of my time to dream, write, create, and work on it, not in it.” – Carey Nieuwhof, www.LeadLikeNeverBefore.com

“I use time blocks on certain days throughout my week, which are for specific, higher-level projects that make my work easier in the long run. One of the things I do during these time blocks is work on my content library. These are spreadsheets of content focused on evergreen—undated, but always relevant—blog posts and quotes that I can schedule into my social media calendar. Cataloging this content and repurposing it in this way helps me to keep helpful and interesting content in front of my customer's eyes on social media, without always having to take the time to create new content. Between scheduling out this evergreen content from my library of spreadsheets, I sprinkle in current, dated, timely content and information that keeps things fresh on my channels.” - Jennifer Wilder, Voiceover Artist and Social Media Manager

"I utilize a To Do List organized by order of importance so I'm always engaged with the most important issues of our organization." – Larry Witherspoon, Automotive Training Center

“I work with a coach. Having regular check-ins and accountability helps me keep my eyes on the prize, as it were. I also invest in my development (and the development of my team). Professional development budgets are often overlooked in small businesses and organizations, but it means so much to me and to my staff to be able to focus on learning and growth." – Cindy Wagman, The Good Partnership

“I do find myself in the trap of working IN vs ON my business more frequently than I wish, but my best approach for getting above it and feeling like I am giving real strategic thought and leadership is by connecting and carving out time with others not directly involved with the business, but whom I trust and respect. This may be a lunch date with one person, a working session with a peer group, or a professional speaker event within my network circles. This ‘space’ and time always allow me to hear from others, learn from their challenges and focus, and think about intersecting opportunities for SparkFire Active. Every time, I come out energized, refreshed, and with a clearer roadmap for the plan I want to be working on. The spirit of creativity and collaboration elevates my focus. – Samantha Hodgkins, SparkFire Active

READ PART 2 HERE!

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(Amazon links are affiliate links.)

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I'm Kristi Porter, and I started Signify to provide writing, consulting and strategy services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I believe that cause-focused organizations like yours are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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