As anyone who has kids, was a kid, or was an adult who has the good sense to read great kid books knows, Horton was an elephant who heard a tiny voice on a speck of dust and sought to protect the infinitesimally tiny population therein. His antagonist in Dr. Seuss’ classic “Horton Hears A Who” was a sour kangaroo who maintained “A person on that? ... Why, there never has been!”. Not to belabor the obvious, but we have Horton representing imagination and free thinking, and the kangaroo preaching narrow-mindedness and suspicion.

So, I took my family to see the movie yesterday. The movie takes the ten minute tale and strrrreeetttccchhess it into a 90 minute film with mostly topical humor. As father to a homeschooled son, I was pretty offended by one joke. Early on, the haughty, over-critical kangaroo, voiced by Carol Burnett, protests that Horton can’t be allowed to spread these horrible lies about tiny people, that he’ll corrupt the youth with his overactive imagination. But her little kangaroo will be all right – “he’s pouch-schooled”.

This promotes the sad, but popular stereotype of homeschool parents as over-protective and narrow-minded. It’s this type of stereotype that, last month, led a three judge panel to rule, in a case of possible domestic abuse, that children can’t be homeschooled in California unless the primary parent doing the homeschooling is an accredited teacher.

Three judges ruled on one case of possible neglect and abuse, and then took a giant club and swung it as wide and far as they could, hitting every one of the estimated 200,000 homeschooling families in California. We aren’t abusing our child; we aren’t hiding him from the world—quite the opposite! What we’re doing is working as hard as we can to provide the educational environment that he will soar in.The state government should respect that.

I’m blogging this because it’s the tip of a very large iceberg. While homeschooling wasn’t our first choice, public school isn’t an alternative that we would consider, even if our kid was one of the minority of children whose learning style meshes with that educational model. The No Child Left Behind Act is ravaging our school systems, and creating an environment where fear and threats determine the curriculum, much as fear and threats have dominated our political arena in the George W. Bush years. Children are taught to pass tests, and the ability to test well is a skill unrelated to the ability to think.

The kangaroos are in the classroom. What kind of world will my child grow up into, if all of his peers are taught only how to memorize, not to imagine and discern?

At the NTEN awards on Friday, Marnie Webb took the Person of the Year award, and rightly so!  In honor of Marnie, a key originator of the nptech community, I want to share the story of how I met her.  And try to make her blush a bit more. 

In 2004, I was reading Jon Udell’s Infoworld columns about a new technology called “Really Simple Syndication”, RSS.  The technology interested and thrilled  me a bit, because it looked like it might provide a much needed management tool for web-based information (which it did).  In early 2005, I was browsing through popular bookmarked web sites at Del.icio.us, a web site that made innovative use of RSS, and saw a link entitled “The Top 10 Reasons that Nonprofits Should Use RSS“.   I noted that the author, one Marnie Webb, of course, worked near me in SF at Compumentor/Techsoup. The next week, I ran across a  post by the same Ms. Webb to the del.icio.us mailing list.  Armed with the knowledge that there was someone else obsessed with the same technology trends and potential that I was, I emailed her and said “You don’t know me, but we have to have lunch”.

The rest is this story—this blog, Techcafeteria, my happiness in finding/joining NTEN, which Marnie introduced me to.  We started up the nptech aggregator web site, as the next logical progression in Marnie’s campaign to get people around the world referring useful information to each other via that ubiquitious tag.  But I am positive that my story is far from unique—Marnie is one of those people who, in her unassuming way, promotes ideas and community. So, good work NTEN, and great work Marnie! A well-deserved award.

What a week – I flew to Tallahassee in Sunday and had a great visit with the attorneys and staff at Earthjustice’s office there, then hopped a couple of planes Tuesday night to New Orleans for NTEN’s annual Nonprofit Technology Conference (NTC). As usual:

• a bigger crowd than the prior year;


• a meticulously planned event that leaves no room for anyone not to get a lot out of it;


• great speakers; great food; great networking.

I participated as a panelist in three sessions:

• Change Management: The People Side of Tech Adoption, which I designed. Steve Heye, a technology planner for the YMCA, and Dahna Goldstein, CEO of Philantech joined me, replacing Amir Tabei, CIO of NPower Texas, who fell victim to air traffic problems that messed up a number of NTC commutes. I thought the session went reasonably well, with some valuable info imparted and a good dialogue, but it got a little testy toward the end, which I think is indicative of a lot of the frustration we all have with the knowledge that technology planning is key to successful change management, but there are still far too few CEOs that get that. Or, it could be because the room was too small and we were practically sitting on top of eachother…


• Will Your Data Be Yours? Evaluating Data Exchange in Software. This one, led by Laura Quinn of Idealware and with Alan Gallauresi of Beaconfire, was far more technical, diving deep into data exchange technology. Alan took the real technical role, and I did my bit to soften it and tie it to real world examples, but, truth is, I think we had an audience that was pretty good with the acronyms, and it was another successful session.


• Finally, Roundtable: How I Solved my Data Integration Problem was led by Dahna (above), and we were joined by Corey Snipes of Twomile Information Services and Richard Jeong of The Friends Committee on National Legislation. Again, the other guys took the more technical side while I presented the management issues. This was, I think, the best session of the three. It really was a mix of the first two topics, focusing heavily on the politics around integration projects, and the dialogue was really robust, as with the Change Management session, but much more friendly.

Rumor has it that that last session was videotaped – I’ll link here if it shows up.

I also attended a pretty compelling session on organizational metrics. Steve Wright (Salesforce) and Rem Hoffman (The Center for What Works—day job: Exponent Partners) pitched a movement to change the metrics that nonprofits are judged by from the standard financial ones that Guidestar tracks to a more mission accomplishment-based model. This is an ambitious, but important effort, and Rem’s Center is a good place to start.

On Friday, I attended the first Meeting of the NTEN IT Directors Affinity Group, and, once again, we were in far too small a room. It started out a bit surreally. We all agreed that this was a place for the leaders of Information teams in organizations to talk freely about our challenges and our vendors. We started the session with round the room intros – name, org, number you serve and number on your staff. The fourth person explained that he was from some charity-focused telco and wanted to talk to us about his company’s offerings. I truly thought this was a joke, but when I called him on it he got up and shuffled uncomfortably out of the room. If you do anything similar to what I do for a living, then you know that it’s an endless barrage of cold calls and spam. As IT decision makers, we are all walk around with big targets on our chests for these vendors. They have little sense of propriety, as this truly illustrated. It’s amazing that they don’t just ring my doorbell and invite themselves over for dinner at night.

Note: I make a huge distinction between vendors selling products and services and nonprofit-focused consultants (circuit riders). Circuit riders tend to people who are just as mission-focused as I am, and see a more effective role for themselves as freelancers than employees. Vendors want to sell me products. There are many decent, nice vendors, and many who will discount software for worthwhile organizations, and I’m highly appreciative. But the best ones also know that we have enough to do without listening to pitches every ten seconds. Hard selling in the nonprofit community is not cool.

So, rants out of the way, the conference also offered great New Orleans excursions for food, the traditional Day of Service, where conference attendees donate time and expertise to local non-profits (I consulted for the Pro Bono Project), and a couple of keynotes. They were unusually weak this year – David Pogue, NYTimes tech critic, gave an entertaining canned performance that, while funny, lacked much in the way of relevance and depth. Most of us actually already knew about cell phones, Google, Internet TV and Web two-dot-oh. He would have done better to find out who he was addressing prior. On Friday, three women from New Orleans non-profits told interesting stories and painted the rosiest picture possible of New Orleans’ post-katrina recover—I mean, renaissance. Their talk was countered by a rash of twitter links to articles on how only a 16th of the families that own houses have actually received the money promised them (not to mention the fact that anyone renting is just out of luck). New Orleans felt like a ghost town, with pretty empty streets and lots of for sale signs. It is certainly inspiring to see and hear about the efforts of the local churches and nonprofits to rebuild it, but it’s a continuing disgrace that the government and national media ignore the situation and let incompetence guide every move. The federal government has pretty much abandoned the gulf coast.

Next year, NTC comes home—it’s in San Francisco. I look forward to attending without flying, for once! I have every confident that it will be one of the five best conferences I’ll have ever attended, as this, my fourth NTC, was one of the four.

Ah, poor, neglected blog. Wanted to post a few things here:

• The Techcafteria website has been cleaned up a bit – consulting pitch removed, as I’m fully employed at Earthjustice; I also beefed up the documents section. I was happy to find my Non-Profit Times article on Data Management Strategy is now available in their free archives.


• Upcoming articles: I’ve submitted a draft of an article on Document Management to Idealware, which might see publication in the next month or two. I’m a big proponent of enhancing the process of saving and opening documents, and I have a lot of experience with it, having spent most of my career at law firms. I’m also one revision away from a good guide to dealing with your domain name – how to register it, what to look out for, and what to do if things go wrong. My impression is that this is a big headache for NPO’s and I can’t find much written on it at Techsoup or other logical places.


• The NTC is coming up quickly! I’m really looking forward to NTEN’s annual Non-Profit Technology Conference in New Orleans in March. I’m leading a panel on Change Management (“the human side of technology adoption”) and I’m participating in one or two Open API-related sessions, following up on my first Idealware article. I’ll say it again: Holly and the team at NTEN put on the absolute best event you can hope to go to. I’ve been to tech conferences put on by Microsoft, O’Reilly and others, and they should simply be ashamed of themselves. The planning and quality of the event, meals, sessions, locations for NTC always excel.


• And I’m on the committee for NetSquared’s next Developer Challenge, tying in with the 3rd annual NetSquared Conference in May. Billy Bickett and others at Techsoup/Compumentor are looking to make it even more exciting this year than last, with a host of big name companies sponsoring and participating.

I am not a luddite. In fact, I’m a big advocate of most of the concepts of social networking, and a long-time participant. But, about a month ago, A persistent friend roped me into joining Facebook, which, as you no doubt realize, is about the trendiest web site on Earth right now, basking in more than it’s fair share of memespace. Man, am I hating it.

Facebook is decidedly social. You fill out your profile, connect to your friends, and, from that point on, every time that you or a friend do anything on Facebook, the rest of your community knows about it, as a constantly updating scroll of alerts keeps you up to date. I know that Scott won a Disney trivia quiz, that Holly is now friends with Heather, and that Michelle has been experimenting with Trac, my favorite source code repository software. That’s a lot more info than LinkedIn tells me about my associates when I log on there. I also know, or have good reason to suspect, that a co-worker of mine broke up with his partner recently, because he updated his profile to note that he’s single. That was more info than I really wanted to know…

Most of what can be done on Facebook involves using the custom apps that programmers and pseudo-programmers (like me) can easily develop for the platform. The problem is that the majority of these apps are astoundingly trite in nature. There are hundreds of apps to let you poke your friends and compare your pop culture acumens. But there’s little of substance. I know that what drew the bulk of my friends to this platform was the promise of using it as a mission-marketing and fundraising tool for our non-profit orgs. There are plenty of apps that support that, but I’m pained to see where this is a very effective tool for it, unless donating to something meaningful makes people feel a bit better about themselves after six or seven hours of online tickling, poking, and otherwise engaging in remarkably trivial pursuits.

Social networking takes a lot of forms on the net, from the little “people who bought this also bought that” notes on amazon to the web-based communities around games and mobile devices to the whole hog social networks. The latest educated speculation is that Google and Yahoo will start adding social networking features to their email platforms, and Firefox 3 will act as an aggregator, pulling data from multiple social sites into the browser interface. If nothing else, this tells me that I can choose to join Facebook or Myspace today, but next year the challenge will be opting out.

Slam the blogosphere if you want, but the social interaction there starts with someone writing something they care about. And if you read a blog entry that speaks to you, you can engage in a focused conversation via the comments. Or, as I’ve done a few times in the past, roundtable discussion among related blogs. Something about the trivial level of automated discourse on Facebook almost knocks out the potential for meaningful interchanges, and when something more real pops up—like someone changing their profile to reflect a very real change in their life and who they are—it’s awkward to see it scroll up, sandwiched between the latest flixter movie showdown and the news that some friend of yours is bored with their commute. This almost moves the level of discourse between my friends and myself about three steps closer to spam. The Facebook brand of social networking is far too dominated by the fact that, even for an internet junkie like me, the majority of things that I can do on Facebook are not that interesting, meaningful or real.

I’ve been using the Palm Treo for about seven years now, ever since the original Treo 300 flip-phone was released. With my most recent two year Sprint contract approaching completion, and some motivation to ditch Sprint, I just took a pretty detailed read of the smartphone market and purchased a new model. I figure that this is worth sharing while it’s meaningful, but this is a market that changes rapidly, so if you’re reading this in 2008, it’s probably obsolete info.

Smartphones come in a variety of flavors:

• Blackberries


• Treos (PalmOS or Windows – new variant: the Centro)


• Windows Mobile phones


• Apple iPhone


• Others (Nokia, Symbian).

My requirements were as follows:

1. A decent voice phone


2. A real QWERTY keyboard


3. Push (or automated pull) email from my org’s Exchange server


4. Access to GMail


5. A good screen


6. A Password-keeping application


7. Third party apps


8. Some ability to get internet connectivity for my laptop


9. Not a requirement: small form factor.  I actually prefer a decent sized screen and keyboard.

Note that this ruled out the iPhone on two or three counts. The iPhone can only do POP and IMAP email, making it far less capable for Exchange than a Blackberry or phone that supports Activesync (which includes any Windows Mobile device and all current Treos, Palm or Windows). iPhones also have only a soft keyboard, and I spent about an hour trying it out at the Apple store with way too many errors. Since I’m geeky enough to actually write things on my phone, the lack of cut and paste was pretty serious, as well. Finally, no java support and, at the time, no support for third party apps. Jobs announced a turnaround on the last one the day after I bought my new phone, but I’m still happy I steered clear. Maybe in two years the iPhone will be a better choice; for now, only buy it if you are looking more for a music and movie machine than a business phone. It rules for multimedia, yes.

There’s a reason why I’ve stuck with Treos for so long, and the new Centro – which is, essentially, the Treo 755p in a smaller body, is a great deal, particularly if you switch to Sprint to get it at the $99 price. The keyboard is small, but I had no errors testing it. I stayed away for a few reasons: Sprint, who I was trying to ditch; no wifi; and a small, lo-rez screen.

I’m not a Blackberry fan – having supported them at the last two companies I was at, I’m convinced that they’re buggy as all get out. And the push email, which was revolutionary a few years back, feels more and more like a hack, now that Microsoft has Activesync down. While it’s true that Activesync is more of a drain on the phone (it’s not true push; it’s just scheduled pull), it’s pretty seamless. My Earthjustice mail comes right to me, wherever I am. That said, I was pretty intrigued by the Blackberry Curve, and almost sold on the T-Mobile version, which comes with their Hotspot@Home service, allowing you to switch to VOIP (which isn’t charged against your minutes) whenever you’re in wireless range. But I couldn’t get all of the required T-Mobile and Blackberry required plans without upping my monthly bill by about $35 over Sprint, so I passed on it.

I wound up with what I think is the best Windows Mobile smartphone, the T-Mobile Wing (made by HTC, AT&T has something just like it). The Wing has a slide out keyboard, much bigger than the Blackberry or Treo; Windows Mobile 6; Wifi (but not Hotspot@Home); a 2 megapixel camera (very nice) and – this is important – a MicroSD slot that can take the new high density cards. The Curve maxes out at 2GB, but I’m carrying a 6GB card in my Wing. This allows me to copy my 500-600 song playlist to the card and have plenty of spare room for photos and other things.

Two warnings: It is Windows, so I have to reboot daily (I went months without rebooting my PalmOS Treo). it is sincerely Mac-hostile. My main computer is a Macbook Pro. I had to buy Markspace’s Missing Sync in order to sync iTunes playlists with it, and I still have to sync with a Windows machine to install additional applications and sync data in apps that don’t speak Mac. So if you don’t have access to a Windows box, or you don’t want this hassle, stay away from Windows Mobile.

The icing on the cake was that T-Mobile’s unlimited Internet plan (at $20/mo) includes unlimited access at any T-Mobile hotspot, for your phone and/or your computer. This means that, as long as I don’t mind buying Starbuck’s coffee, I have wifi access virtually anywhere I go. That was a killer feature for me.

To sum up, the best deal out there is probably the Sprint Centro. But T-Mobile is the only provider (as far as I can tell) that adds Hotspot access to their data plan. I’m paying about $5/mo more than I was at Sprint for all of the wifi access, and everything else that my Treo did.

I expect that buyer’s remorse will set in the day the Google phone arrives.  Rumor or not, it is almost certain that they’ll be announcing a mobile OS, based on Linux, with a suite of java apps as cool as their Maps and GMail for Mobile tools, which are really nice cell phone apps (another gripe: Windows Mobile can do Google Maps, but not GMail.  I’m hoping someone will fix that soon.  But gmail.com/m works fine). But in markets like these, I figure you have to just buy your phone when you need it, and avoid being too much of a beta tester.

My article “XML, API, CSV, SOAP! Understanding the Alphabet Soup of Data Exchange” is up at idealware.org.  This is intended as a primer for those of you trying to make sense of all of this talk about Application Programming Interfaces (APIs) and data integration. It discusses, with examples, the practical application of some of the acronyms, and suggests some recommended practices around data system selection and deployment.  Credit has to go to Laura Quinn, webmaster at Idealware, who really co-wrote the article with me, but didn’t take much credit, and our reviewers,  Paul Hagan, Steve Anderson and Stephen Backman, who added great insights to a pretty heady topic.

The article went through a lot of rewrites, and we had to cut out a fair amount in order to turn it into something cohesive, so I hope to blog a bit on some of the worthwhile omissions soon, but my day job at Earthjustice has been keeping me pretty busy.

If you missed the announcement, I’m giving a webinar titled “Preparing for Your New Database: Making the Transition as Painless as Possible” on Tuesday at 11:00 am Pacific time. Registration details are at http://nten.org/webinars (It’s not free). If you saw the announcement, note that Holly or someone at NTEN wrote all of that copy – shame on me for not getting them a description on time! But it’s pretty close. What it lacks is the specification that we are talking about Constituent Relationship Management (CRM) databases, not just any database.

I’ve managed CRM rollouts at two large companies: most recently, Salesforce at SF Goodwill; years earlier, an obscure but awesome CRM called Interaction at Lillick & Charles, a San Francisco law firm. My take on it is that CRM can be business-model altering software. Mind you, it doesn’t have to be—- it can be a simple contact and/or donor management system—but maybe it should be. Because properly deployed CRM gives your organization the ability to operate in a relationship-centric fashion. Instead of having isolated departments and functions that, of course, are heavily involved in relationships with other people and organizations, CRM centralizes all of the information and history of your organizational contacts and allows you to far better understand and manage those relationships. Vendors can be donors. Donors can be volunteers. If you have that overlap occurring today, you might not even be aware of it.

Zooming down to earth, my experience is also very hands on when it comes to the actual technical work involved in moving to a centralized CRM platform. I can share a lot about the tools and methods available for integrating and migrating data from other systems.

The webinar will focus mostly on best practices for implementing CRM. But we’ll start with some of the high-level, what this means for your org; spend the bulk on the project planning and implementation practices; and, if there’s time and interest, dive into some of the techie stuff. My approach to these things is to have half the session prepared and half of it open to the group interests, and I think I’ll make it worth the $50 ($25 for NTEN members) if moving to new donor databases and CRM platforms is something you’re likely to be involved in.

So, I think it’s safe to let everyone know that I start a new gig as IT Director at Earthjustice this month. For those of you who don’t know, Earthjustice is a law firm dedicated to protecting natural resources and the environment. Originally founded as the legal arm of the Sierra Club, they now do advocacy and litigation in defense of the planet. They are an international firm with the awesome tagline “because the earth needs a good lawyer”. My role there is a strategic one—in addition to managing the IT Department, I’ll be looking at ways that we can decentralize the technology platform so it can better support the global operation. This is a challenge that I know I’ll enjoy, and bring a good perspective to.

It’s funny how many connections I had to this organization prior. First, the Communications Director there is a dear friend of mine who used to work for me at Goodwill. When they asked for my references, I had to explain that she had been on the list for years. Second, the consultant they were working with is a friend of mine through NTEN, and he had actually introduced me to my predecessor there last year, who gave me a heads up about the job.

But the connections are even deeper. My first “real” job (discarding the ten years I spent working in restaurants and playing in bands in Boston in the late seventies/early eighties) was with a small law firm in SF that had spun off from a larger firm called Lillick & Charles. My second job, where I was first promoted to the IT Director role, was with Lillick & Charles (since merged with giant firm Nixon Peabody). I took a very intentional detour after that out of the for-profit world and to Goodwill. Earthjustice, oddly enough, was founded by a couple of Partners from Lillick & Charles.  So it’s a small world I work in.

Well, work happened, and I have to admit that I am not the driven blogger who can maintain a steady flow of posts while working full-time. I’ve been doing a consulting/contracting gig in San Jose that not only keeps me busy, but takes huge chunks out of my day for the commute, so my attention to Techcafeteria has suffered unduly. I’ll be wrapping up the work in San Jose and transitioning to a new, full-time position over the next month or two, returning to the ranks of Non-Profit IT Directors that I didn’t imagine I’d stay out of for long. More on that position later – I’ve been asked to keep it under wraps for a week or so.

So I’ll be closing the consulting services section of Techcafeteria, but I’ll be keeping the website going as time affords. It’s been an interesting year for me, so far. From 1986 until 2007, I held three jobs. I stayed at each one for at least six years, and I secured the next one before leaving the prior. I haven’t been unemployed (aka self-employed) for over two decades. But I have a bit of a self-imposed challenge – I want a job with deep business and technology challenges, at an organization with a worthwhile mission, at a pay scale that, while not extravagant, is enough to support my family living in the Bay Area, where my partner spends most of her time homeschooling our son. Those opportunities aren’t a dime a dozen. I reached a point early in the year where I was downright desperate to leave the job that I was at (a long story that I have no intention of relating here!), and applied at some for-profit companies. I think I sabotaged myself in the interviews, because it eventually became clear to me that having day to day work that combats social or environmental injustice is a personal requirement of mine. My partner supports this—she was proud to tell people that I worked for Goodwill and she’s even more excited about my new gig, which sports a killer tagline. So setting up the consulting practice was—and probably will be again—a means of staying solvent while I was very picky about what I applied for.

One job that I pursued was with an org called the Pachamama Alliance. They are a fascinating group of people. Their story is that the indigenous people of Ecuador put out a call for help to the Western World as they saw the earth and their culture being destroyed by the clearing of the rainforests. The group forming Pachamama answered that call, and their mission is to “change the dream of the western world” into one that is in harmony with nature, as opposed to dominance and disrespect of it. They maintain that environmental injustice and social injustice are tied at the knees – where you find one, you’ll find the other. For those of you who saw Gore’s “An Inconvenient Truth”, you’ll recall the fact that the main water source for the Sudan dried up a few years ago. That bit of trivia puts the subsequent genocide in Darfur in an interesting perspective. Pachamama has adopted Gore’s tactics with a multimedia presentation that both educates and inspires people to adopt a more sustainable dream. It’s a timely movement, as it’s becoming clear to all of us that our current rate of consumption of natural resources is having dramatic impacts on the environment. Pachamama spreads the word by training volunteers to share the presentation. Well worth checking out.

In other news, I’m hard at work on an article for Idealware that attempts to deflate all of this big talk about APIs and put it in terms that anyone can use to understand why they might want to migrate data and how they might do it. I’m also talking with my friends at NTEN about doing a webinar on the best practices for rolling out CRM at a non-profit. As long-time blog readers have probably picked up, I consider Constituent Relationship Management software to be the type of technology that, deployed correctly, completely alters the way a business is run. It’s not just about maintaining business relationships and tracking donors – it’s about working collaboratively and breaking down the silos of business relationships and data. So installing the software (if software even needs to be installed) is the least of it, and data migration is just a chore. But aligning business strategy to CRM technology is the real challenge.

So, I’ll post next week about my new gig, and look forward to a long life for Techcafeteria as a resource on non-profit technology, with less of the hawking of services.