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The	
  Happy	
  Healthy	
  Fundraiser:	
  
Raise	
  More	
  Money	
  Without	
  Burning	
  Out
Beth	
  Kanter,	
  Master	
  Trainer,	
  Speaker,	
  Author
August	
  30,	
  2017
Gateway	
  Conference	
  on	
  Philanthropy
@kanter
www.bethkanter.org
Beth  Kanter: Master  Trainer,  Speaker,  Author and  
Nonprofit  Thought  Leader
Poll
What  is  your  nonprofit’s  
experience  with  wellbeing  in  
the  workplace?
Not    discussed
Employees  are  encouraged  to  
do  it  on  their  own
There  are  periodic  activities  for  
wellness  or  wellbeing
Our  nonprofit  has  a  
strategy/plan/policy  for  a  
comprehensive  program
Sli.do
STL
• Nonprofit	
  Professionals
• Understanding	
  Burnout	
  and	
  Self-­‐Care
• Creating	
  A	
  Self-­‐Care	
  Plan
• Nonprofit	
  Organizations
• Leadership	
  and	
  Employee	
  Engagement
• Nonprofit	
  Case	
  Studies
What	
  I’m	
  going	
  to	
  talk	
  about	
  …..
Slides	
  and	
  Resources
http://bethkanter.wikispaces.com/stl
Beth
399
Beth’s	
  Story:	
  Why	
  A	
  Book	
  on	
  Self-­‐Care
Healthy	
  Range
>150
Test	
  Results
Too	
  Much	
  of	
  This	
  …
Too	
  Much	
  of	
  That
A	
  Little	
  Bit	
  of	
  That
Way	
  Too	
  Much	
  of	
  This	
  ….
Working	
  nights	
  and	
  weekends
Sleep	
  deprivation
No	
  vacation	
  or	
  down	
  time
Triglycerides:	
  	
  Test	
  Results
150
This image cannot currently be displayed.
Where	
  do	
  you	
  find	
  
the	
  time	
  in	
  your	
  
work	
  day?	
  
Allen	
  Kwabena Frompong
Black	
  Lives	
  Matter
NYC
Burnout	
  is	
  a	
  state	
  of	
  emotional,	
  mental,	
  and	
  physical	
  
exhaustion	
  that	
  occurs	
  when	
  we	
  feel	
  overwhelmed	
  
by	
  too	
  many	
  demands,	
  too	
  few	
  resources,	
  and	
  too	
  
little	
  recovery	
  time.	
  
The	
  Symptoms	
  of	
  Burnout
Emotional  
Exhaustion  
Cynicism                                                              
Detachment
Fatigue  
Loss  of  
enjoyment
Insomnia  
Pessimism
Forgetfulness
Impaired  
concentration  
Isolation
Detachment
Increased  illness
Loss  of  appetite  
Lack  of  
Accomplishment
Anxiety  
Apathy
Hopelessness
Depression  
Increased  irritability
Anger  
Lack  of  productivity  
Poor  performance
And	
  burnout	
  is	
  sneaky!
The	
  4	
  Stages	
  of	
  Burnout
Passion	
  
Driven
Passion	
  
Waning
Passion	
  
Challenged
Passion	
  
Depleted
Take	
  the	
  	
  Nonprofit	
  Burnout	
  Assessment
Sli.do
STL
Share	
  Pair
What	
  is	
  your	
  stress	
  trigger?	
  How	
  do	
  you	
  react?
Sli.do
STL
What’s  Your  Personal  Chaos Index?
What	
  is	
  Self-­‐Care?
Self-­‐Care	
  is	
  about	
  revitalization.	
  	
  It	
  includes	
  any	
  deliberate	
  and	
  
consistent	
  habits	
  you	
  create	
  to	
  	
  enhance	
  your	
  overall	
  well	
  being.
5  Spheres  of  Happy  Healthy  Living
Protect  Your  Sleep
Stand  Up  at  Work
Beverly	
  Trayner-­‐Wenger
Walking	
  As	
  Work	
  Resources
http://bethkanter.wikispaces.com/walk
Walk  More
Unplug  regularly  &  often
Schedule  Quiet  Hours  
Don’t  Make  Working  Nights  &  Weekends  
A  Regular  Habit
Prioritize  What  Is  Important
Take  Real  Vacations
Project	
  Time	
  Off:	
  Taking	
  vacation	
  time	
  results	
  in	
  greater	
  success	
  at	
  work
Your	
  Self-­‐Care	
  Plan	
  Is	
  Not	
  One-­‐Size	
  Fits	
  All
Write  A  Self-­Care  Plan
Practice	
  Goals
Sphere	
  1:	
  
Self
-­‐Get	
  7-­‐9	
  hours	
  of	
  sleep	
  per	
  night.
-­‐Eat	
  more	
  fruits	
  and	
  vegetables	
  every	
  day.
-­‐Get	
  to	
  10,000	
  steps	
  per	
  day	
  walking.
Sphere	
  2:	
  
Others
-­‐Make	
  a	
  regular	
  date	
  with	
  my	
  partner	
  and/or	
  children	
  – one-­‐
on-­‐one	
  – to	
  give	
  my	
  relationships	
  attention.
-­‐Divest	
  myself	
  of	
  negative	
  influences,	
  moving	
  consciously	
  
away	
  from	
  people	
  who	
  bring	
  me	
  down.
Sphere	
  3:	
  
Environment	
  
-­‐Stop	
  what	
  I’m	
  doing	
  at	
  least	
  once	
  a	
  day	
  to	
  go	
  outside.
-­‐Clear clutter	
  from	
  my	
  office	
  desk
Sphere	
  4:	
  
Work	
  and	
  Money
-­‐Take	
  comp	
  time	
  when	
  I’m	
  attending	
  work-­‐related	
  evening	
  
events.
-­‐Stand	
  up	
  from	
  my	
  desk	
  every	
  15	
  minutes	
  to	
  stretch	
  and	
  walk	
  
around.
Sphere	
  5:	
  
Tech
-­‐Set	
  up	
  a	
  charging	
  station	
  at	
  the	
  front	
  door	
  for	
  all	
  of	
  my/my	
  
family’s	
  digital	
  devices.
-­‐Keep	
  all	
  my	
  digital	
  devices	
  out	
  of	
  my	
  bedroom	
  and	
  off	
  my	
  
dinner	
  table.
1	
  Make	
  It	
  
Tiny
2	
  Find	
  A	
  
Spot
3	
  Train	
  the	
  
Cycle
The	
  Secret	
  to	
  Creating	
  New	
  Self-­‐Care	
  Habits	
  
That	
  Stick!	
  
BJ	
  Fogg:	
  	
  Tiny	
  Habits	
  Framework
A	
  Simple	
  Way	
  To	
  Practice	
  Mindfulness	
  At	
  Work
-­‐Two	
  Minutes	
  of	
  Focusing	
  on	
  
Breath
-­‐Two	
  Minutes	
  of	
  No	
  Agenda
Creating	
  A	
  Mindfulness	
  Habit	
  Trigger
• What	
  is	
  one	
  self-­‐care	
  
habit	
  you	
  want	
  to	
  
build?	
  	
  
• What’s	
  your	
  trigger?
Mindful	
  Moment
From  Self-­Care  to WE-­Care
● Leadership	
  and	
  Culture
● Employee	
  Engagement
● Programs	
  and	
  Activities
● Nudges	
  and	
  Cues
● Policies,	
  Strategy
Avoid	
  Quick	
  Fixes
Wellbeing  Is  Embedded  in  the  Culture
Crisis	
  Response	
  Network:
Listen	
  and	
  Engage	
  Employees	
  to	
  Shift	
  the	
  Culture	
  
Listen	
  and	
  Engage	
  Employees	
  to	
  Shift	
  the	
  Culture	
  
1:	
  Functioning
Do	
  people	
  have	
  what	
  they	
  need	
  to	
  do	
  their	
  job?
2:	
  	
  Feelings
Do	
  people	
  feel	
  appreciated	
  and	
  respected?
3:	
  	
  Friendship
Do	
  people	
  feel	
  connected	
  to	
  one	
  another?
4:	
  	
  Forward
Do	
  people	
  feel	
  like	
  they	
  have	
  opportunities	
  for	
  growth?
5:	
  	
  Fulfillment
Do	
  people	
  feel	
  like	
  they	
  are	
  inspired	
  and	
  working	
  towards	
  a	
  
higher	
  purpose?	
  	
  	
  	
  	
  
Laura	
  Putnam	
  – 5	
  F’s	
  Framework
Create  Space  for  the  Conversation About  Culture
United	
  Way	
  in	
  South	
  Dakota:	
  Moving	
  Together
• Twice	
  daily	
  all	
  staff	
  
walk	
  or	
  movement
• Started	
  with	
  listening	
  
and	
  engaging	
  with	
  
employees
• Wellness	
  coaching	
  and	
  
experiment	
  10	
  years	
  
ago
• Now	
  part	
  of	
  culture
Hazon:	
  Leverage	
  Staff	
  Champions
Wednesday	
  Afternoon	
  Weekly	
  Walk
-­‐After	
  lunch	
  for	
  20	
  minutes	
  to	
  energize	
  and	
  build	
  community
Building	
  A	
  Movement	
  Inside	
  Your	
  Organization
This	
  is	
  bunch	
  
of	
  woo	
  woo
What’s	
  the	
  ROI	
  
of	
  Happy	
  and	
  
Healthy?
Your	
  Executive	
  
Director
• Fewer	
  absences	
  and	
  sick	
  days
• Lower	
  healthcare	
  costs
• Higher	
  employee	
  work	
  satisfaction	
  and	
  
retention	
  
• Ability	
  to	
  attract	
  top	
  talent	
  when	
  recruiting	
  for	
  
jobs
• Higher	
  productivity
• Greater	
  ability	
  to	
  handle	
  stressful	
  situations
• Ability	
  to	
  meet	
  and	
  exceed	
  milestones
• Motivated,	
  resilient	
  workers
• Better	
  brand	
  ambassadors
• Responsive	
  and	
  engaged	
  staff
Return  on  Investment
Getting  Started
• Staff meeting to do
assessments and create
self-care plans
• Create accountability
buddies
• Make small changes and
offer reward/praise
• Does not have to cost a
lot of money
• How	
  can	
  your	
  organization	
  or	
  your	
  fundraising	
  
team	
  nurture	
  wellbeing?
Summary
• Self-­‐care	
  is	
  not	
  just	
  about	
  kale	
  smoothies	
  and	
  
massages,	
  it	
  is	
  part	
  of	
  doing	
  the	
  work
• Burnout	
  is	
  sneaky,	
  understand	
  if	
  you	
  are	
  depleting	
  your	
  
passion	
  for	
  fundraising	
  without	
  refueling	
  
• Self-­‐care	
  is	
  intentional	
  habit	
  change
• Well	
  being	
  into	
  the	
  workplace	
  is	
  all	
  about	
  culture	
  
change,	
  leadership,	
  and	
  employee	
  engagement.	
  It	
  
doesn’t	
  have	
  to	
  be	
  expensive
• Pick	
  one	
  small	
  self-­‐care	
  habit	
  that	
  you	
  can	
  create	
  and	
  
build	
  into	
  your	
  life	
  today	
  and	
  courage	
  others	
  in	
  your	
  
organization	
  to	
  do	
  the	
  same!
Thank	
  you!
www.bethkanter.org
The	
  Happy	
  Healthy	
  Nonprofit
http://bit.ly/happyhealthynpbook

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The Happy Healthy Fundraiser

  • 1. The  Happy  Healthy  Fundraiser:   Raise  More  Money  Without  Burning  Out Beth  Kanter,  Master  Trainer,  Speaker,  Author August  30,  2017 Gateway  Conference  on  Philanthropy
  • 2. @kanter www.bethkanter.org Beth  Kanter: Master  Trainer,  Speaker,  Author and   Nonprofit  Thought  Leader
  • 3. Poll What  is  your  nonprofit’s   experience  with  wellbeing  in   the  workplace? Not    discussed Employees  are  encouraged  to   do  it  on  their  own There  are  periodic  activities  for   wellness  or  wellbeing Our  nonprofit  has  a   strategy/plan/policy  for  a   comprehensive  program Sli.do STL
  • 4. • Nonprofit  Professionals • Understanding  Burnout  and  Self-­‐Care • Creating  A  Self-­‐Care  Plan • Nonprofit  Organizations • Leadership  and  Employee  Engagement • Nonprofit  Case  Studies What  I’m  going  to  talk  about  ….. Slides  and  Resources http://bethkanter.wikispaces.com/stl
  • 5. Beth 399 Beth’s  Story:  Why  A  Book  on  Self-­‐Care Healthy  Range >150 Test  Results
  • 6. Too  Much  of  This  …
  • 8. A  Little  Bit  of  That
  • 9. Way  Too  Much  of  This  …. Working  nights  and  weekends Sleep  deprivation No  vacation  or  down  time
  • 10. Triglycerides:    Test  Results 150 This image cannot currently be displayed.
  • 11. Where  do  you  find   the  time  in  your   work  day?  
  • 12.
  • 13. Allen  Kwabena Frompong Black  Lives  Matter NYC
  • 14.
  • 15. Burnout  is  a  state  of  emotional,  mental,  and  physical   exhaustion  that  occurs  when  we  feel  overwhelmed   by  too  many  demands,  too  few  resources,  and  too   little  recovery  time.  
  • 16. The  Symptoms  of  Burnout Emotional   Exhaustion   Cynicism                                                               Detachment Fatigue   Loss  of   enjoyment Insomnia   Pessimism Forgetfulness Impaired   concentration   Isolation Detachment Increased  illness Loss  of  appetite   Lack  of   Accomplishment Anxiety   Apathy Hopelessness Depression   Increased  irritability Anger   Lack  of  productivity   Poor  performance And  burnout  is  sneaky!
  • 17. The  4  Stages  of  Burnout Passion   Driven Passion   Waning Passion   Challenged Passion   Depleted Take  the    Nonprofit  Burnout  Assessment Sli.do STL
  • 18. Share  Pair What  is  your  stress  trigger?  How  do  you  react? Sli.do STL
  • 19. What’s  Your  Personal  Chaos Index?
  • 20. What  is  Self-­‐Care? Self-­‐Care  is  about  revitalization.    It  includes  any  deliberate  and   consistent  habits  you  create  to    enhance  your  overall  well  being.
  • 21. 5  Spheres  of  Happy  Healthy  Living
  • 23. Stand  Up  at  Work Beverly  Trayner-­‐Wenger Walking  As  Work  Resources http://bethkanter.wikispaces.com/walk
  • 24.
  • 26.
  • 29. Don’t  Make  Working  Nights  &  Weekends   A  Regular  Habit
  • 30. Prioritize  What  Is  Important
  • 31. Take  Real  Vacations Project  Time  Off:  Taking  vacation  time  results  in  greater  success  at  work
  • 32.
  • 33. Your  Self-­‐Care  Plan  Is  Not  One-­‐Size  Fits  All
  • 34. Write  A  Self-­Care  Plan Practice  Goals Sphere  1:   Self -­‐Get  7-­‐9  hours  of  sleep  per  night. -­‐Eat  more  fruits  and  vegetables  every  day. -­‐Get  to  10,000  steps  per  day  walking. Sphere  2:   Others -­‐Make  a  regular  date  with  my  partner  and/or  children  – one-­‐ on-­‐one  – to  give  my  relationships  attention. -­‐Divest  myself  of  negative  influences,  moving  consciously   away  from  people  who  bring  me  down. Sphere  3:   Environment   -­‐Stop  what  I’m  doing  at  least  once  a  day  to  go  outside. -­‐Clear clutter  from  my  office  desk Sphere  4:   Work  and  Money -­‐Take  comp  time  when  I’m  attending  work-­‐related  evening   events. -­‐Stand  up  from  my  desk  every  15  minutes  to  stretch  and  walk   around. Sphere  5:   Tech -­‐Set  up  a  charging  station  at  the  front  door  for  all  of  my/my   family’s  digital  devices. -­‐Keep  all  my  digital  devices  out  of  my  bedroom  and  off  my   dinner  table.
  • 35. 1  Make  It   Tiny 2  Find  A   Spot 3  Train  the   Cycle The  Secret  to  Creating  New  Self-­‐Care  Habits   That  Stick!   BJ  Fogg:    Tiny  Habits  Framework
  • 36.
  • 37. A  Simple  Way  To  Practice  Mindfulness  At  Work -­‐Two  Minutes  of  Focusing  on   Breath -­‐Two  Minutes  of  No  Agenda
  • 38. Creating  A  Mindfulness  Habit  Trigger
  • 39. • What  is  one  self-­‐care   habit  you  want  to   build?     • What’s  your  trigger? Mindful  Moment
  • 40. From  Self-­Care  to WE-­Care ● Leadership  and  Culture ● Employee  Engagement ● Programs  and  Activities ● Nudges  and  Cues ● Policies,  Strategy
  • 42.
  • 43. Wellbeing  Is  Embedded  in  the  Culture
  • 44. Crisis  Response  Network: Listen  and  Engage  Employees  to  Shift  the  Culture  
  • 45.
  • 46.
  • 47. Listen  and  Engage  Employees  to  Shift  the  Culture   1:  Functioning Do  people  have  what  they  need  to  do  their  job? 2:    Feelings Do  people  feel  appreciated  and  respected? 3:    Friendship Do  people  feel  connected  to  one  another? 4:    Forward Do  people  feel  like  they  have  opportunities  for  growth? 5:    Fulfillment Do  people  feel  like  they  are  inspired  and  working  towards  a   higher  purpose?           Laura  Putnam  – 5  F’s  Framework
  • 48. Create  Space  for  the  Conversation About  Culture
  • 49.
  • 50.
  • 51. United  Way  in  South  Dakota:  Moving  Together • Twice  daily  all  staff   walk  or  movement • Started  with  listening   and  engaging  with   employees • Wellness  coaching  and   experiment  10  years   ago • Now  part  of  culture
  • 52. Hazon:  Leverage  Staff  Champions Wednesday  Afternoon  Weekly  Walk -­‐After  lunch  for  20  minutes  to  energize  and  build  community
  • 53.
  • 54. Building  A  Movement  Inside  Your  Organization
  • 55. This  is  bunch   of  woo  woo What’s  the  ROI   of  Happy  and   Healthy? Your  Executive   Director
  • 56. • Fewer  absences  and  sick  days • Lower  healthcare  costs • Higher  employee  work  satisfaction  and   retention   • Ability  to  attract  top  talent  when  recruiting  for   jobs • Higher  productivity • Greater  ability  to  handle  stressful  situations • Ability  to  meet  and  exceed  milestones • Motivated,  resilient  workers • Better  brand  ambassadors • Responsive  and  engaged  staff Return  on  Investment
  • 57. Getting  Started • Staff meeting to do assessments and create self-care plans • Create accountability buddies • Make small changes and offer reward/praise • Does not have to cost a lot of money
  • 58. • How  can  your  organization  or  your  fundraising   team  nurture  wellbeing?
  • 59. Summary • Self-­‐care  is  not  just  about  kale  smoothies  and   massages,  it  is  part  of  doing  the  work • Burnout  is  sneaky,  understand  if  you  are  depleting  your   passion  for  fundraising  without  refueling   • Self-­‐care  is  intentional  habit  change • Well  being  into  the  workplace  is  all  about  culture   change,  leadership,  and  employee  engagement.  It   doesn’t  have  to  be  expensive • Pick  one  small  self-­‐care  habit  that  you  can  create  and   build  into  your  life  today  and  courage  others  in  your   organization  to  do  the  same!
  • 60. Thank  you! www.bethkanter.org The  Happy  Healthy  Nonprofit http://bit.ly/happyhealthynpbook