Ross McCulloch, Director at Third Sector Lab, shares his learnings from the SCVO Digital Senior Leaders Programme, with six crucial things for charity leaders to consider when looking to drive change with digital.
This article was written by Ross McCulloch, Director at Third Sector Lab, which works with a wide range of charity and public sector clients on digital and social media strategy. Previous clients include Relationships Scotland, Oxfam, Enable Scotland and Scottish Government. Ross facilitates SCVO’s digital senior leaders programme and is the founder of Digital Trustees Scotland. Ross is also a trustee of the charities Parenting Across Scotland and Impact Funding Partners.
Two things help or hinder the progress of digital evolution in any organisation - culture and leadership.
Charities led by a senior team who trust their staff and understand the potential of technology, whose culture is focused on openness, experimentation and entrepreneurship, are the most likely to make a success of digital transformation. 73% of charities want their senior team to offer a clear vision of digital and what it could help them achieve. There is a clear message from the Charity Digital Skills Report 2019 – charity professionals are looking for strong digital leadership.
In my experience facilitating the SCVO Digital Senior Leaders Programme, charity CEOs focused on digital evolution need to be able to articulate what is happening, what ought to be happening and challenge teams to make it happen.
While digital change can feel overwhelming there are six big questions digital leaders need to consider:
Street Soccer Scotland have saved 30 hours of admin time (per coach per year) on just one document utilising Prontoforms. It started with tackling the one big problem all their soccer coaches faced - filling in paper paperwork was massively time consuming and data had to be manually entered when they were back at the office. Player registration forms are now filled in on the pitch on an iPad - Prontoforms automatically sync the data to their Salesforce CRM.
Similarly, Addaction had an issue with many over-50s shunning face-to-face and group services. They started with this problem and built a simple web chat tool for their website, supporting thousands of people online. Many of whom would never have accessed a service in a physical location. By understanding the internal or external problem they’re trying to solve, charity leaders can ensure they are focused on service transformation enabled by digital - not digital transformation.
Tom Loosmore of Public Digital has a beautifully simple definition of ‘digital’ that all charities should consider when thinking about their digital transformation journey: “Applying the culture, processes, business models & technologies of the internet era to respond to people’s raised expectations.” It’s why Catalyst Housing Association’s fuel poverty team now offer a free ‘snap your bill’ service via WhatsApp. They’re giving tenants a vital service at a time that suits them and they’re doing it on the most popular app in the UK. They understand how people live their lives and the expectations they now have in the internet era.
“You can achieve great things with small means if the culture is right.” Charles Bodsworth, Assistant Director for Digital Transformation at Imperial War Museums, is clear that ‘digital’ is about more than just the tech. It’s about transparent ways of working and making decisions that differ from the old top-down models of the past. We need to empower staff & volunteers to really understand the challenges and needs of users & supporters. No more focus groups or Surveymonkeys asking users what they want or what they will do. Embedding
I've pulled together a giant thread of #charity #servicedesign resources, examples and more.— Ross McCulloch \uD83D\uDC68\uD83D\uDCBB (@ThirdSectorLab) June 20, 2019
Two really useful tool-kits:
\uD83C\uDFF4\uDB40\uDC67\uDB40\uDC62\uDB40\uDC73\uDB40\uDC63\uDB40\uDC74\uDB40\uDC7F@digitalscots The Scottish Approach to Service Design https://t.co/pIagK9I8AB
\uD83D\uDE80@nesta_uk Playbook for Innovation Learning https://t.co/HPByvSasTi
This doesn’t need to be about big one-off expensive interventions from external consultancies - we should be empowering and training charity professionals to think more like designers. Alongside the use of service design, charity leaders should be asking how, if at all, data is being used as a decision making tool.
Data-driven organisation FirstPort is using grant making statistics to better understand gender imbalance within the social enterprise world - which will help shape future policy, open up debate and ensure greater equality in the sector. All charities, regardless of their size, should be striving for a culture where data is seen as key decision making tool, ensuring funds are spent where they are most needed. Technology, such as a CRM or data-visualisation dashboards, can help boards, senior managers and frontline staff unlock this decision making culture.
As Steve MacLaughlin, Director of Internet Solutions at Blackbaud, puts it: “Without data decisions are left to tribal knowledge or worse, the whims of the Highest Paid Person’s Opinion (HiPPO).”
This seems an obvious question but it’s amazing how many charities embark on developing giant digital strategies or roadmaps without understanding the digital skills of staff and volunteers. The ‘Essential Digital Skills Framework’ lays out 5 types of essential digital skills for life and work:
If leaders want staff to embrace digital change it’s vital that they understand what support and training they need to get there. Programmes like SCVO’s Digital Champion Training help build the confidence of frontline staff and help tackle social exclusion by supporting people in communities to develop essential digital skills. Leaders need to take responsibility for developing their workforce to ensure their charity can meet the needs of people’s raised expectations in the internet era.
While it’s important that charities seek expert help when it comes to cyber security, it’s vital that senior leaders and boards have an understanding of the key issues and where risk lies in their organisation. The National Cyber Security Centre’s ‘Cyber Security Centre Small Guide’ is a great starting point, looking at the importance of backing-up data, protecting your organisation from malware, keeping mobile devices safe, using passwords effectively and avoiding phishing attacks. Charity leaders should be taking advantage of the various Cyber Essentials Accreditation grants available at the moment - giving your organisation funding to work with a security specialist.
“For 90% of ideas for tech for good, there will already exist code or platforms that provide 80% of the required functionality. Whilst this clearly isn’t enough for the full 100% product/service it is more than enough to start with, at low cost, to really test and develop the idea.”
The Centre for Acceleration of Social Technology (CAST) are clear that a culture of reuse is the biggest accelerator of tech for good impact. Whether it’s the CRM that tracks volunteer impact or the online support tool for your users - always assume that the solution exists. Speak to organisations tackling the same social issues as you - what can you learn from them and how can you collaborate. Visit organisations who have made success of specific platforms before investing in them - this simple step can save time and money while greatly increasing the chance of success.
Leaders should be delegating responsibility, empowering staff to explore other charities making use of data as a decision making tool, embedding service design approaches, using flexible technology, shifting to the cloud or putting cyber security measures in place. If you’re a charity senior leader who would like to explore these issues along with your peers, the SCVO Digital Senior Leaders Programme 2020 is currently accepting notes of interest for places.