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All right, welcome to Making Data Matter, where we have conversations about data and leadership

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at mission-driven organizations with practical insights into that intersection between the

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mission, the strategy, and the data. And I'm your host, Sawyer Nyquist.

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And I'm your co-host, Troy Duhik. And today we're joined by guest,

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Emily Hicks-Fortella. Emily, welcome to the show.

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Thank you so much. And Emily, for people just meeting

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you for the first time, give us a little background, who you are and what you do.

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Sure. So I usually start my background way back saying that I was in college for music,

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theater, and literature and was actively avoiding data technology. But through a series of events,

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got introduced to it and was really intrigued by the capabilities of these things to move

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organizations more efficiently and effectively towards their very large, important missions.

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And I had to learn everything on the job and through Googling and late hours and redoing my

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work. So I really feel that it is possible for anyone to learn data and technology, especially

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for social justice work. And that's what I'm focused on now. So I am a consultant with many

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different organizations across all areas of the public sector to help develop data and technology

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culture at organizations, especially small to mid-sized ones where they don't have necessarily

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all the resources and funding to focus on that. But we're finding the ways to get it to them.

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And okay, I want to start this conversation a bit of an unconventional place because Emily,

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we'll get to data in a second, but Emily, I love emailing you because when I send you an email,

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I get an unconventional response. I get an out of office, not an out of office. I get an automated

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response that says, first of all, the subject line reminds me to take five deep breaths today,

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which usually I haven't, and it lets me slow down. But then your automatic reply says something else

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and it says you check email once a day. So before we get into data world, tell me just a little bit

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about how do you approach your inbox and the way you work and approach technology?

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Yeah, well, this is about data world actually. So I think that if you're a person that's

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working on the data team or the tech team, a lot of urgent messages come your way. There's a lot

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of urgency. There can be requests, fires to put out when, and it can feel for the person working

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in that role, like you're the person that's responsible, not that no one's necessarily

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holding the technology responsible or they just think you're the expert, you're the wizard behind

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the magic that makes all this happen. And when something doesn't quite happen towards expectations,

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that urgency really gets ratcheted up. And I felt that as a person working in this sector,

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and because I care, I really care, I want this to be right for the people who I serve.

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But that urgency was really leading to burnout and distraction from work and making my responses

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to those fires less quality than they would have been if I took a breath and really assessed the

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situation from a state of mindfulness and calm, to whatever degree is possible. So part of this email

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routine for me is to lower that urgency rate and to let people know that that's going to be my

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response. It's going to be a thoughtful quality response for them. But that has spilled out into

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other areas of life. And it has been to me a really great vehicle for concentration and lowering

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distraction and making sure that when I am focused on a task, I'm really putting as much of my mind

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into it as I can. We've all been there getting emails that just you can feel your anxiety or

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your blood pressure just kind of rise of like, oh, that's stressful. That's something to fix.

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That's happening right now. Somebody's frustrated with me or regardless of what was actually said

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in the message, all those stories start to play. And so I love that idea of like, hey, I'm going

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to slow down my pace in the way I interact with that and how that can shape not just how you're

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responding, Emily, but also how the other person receives the interaction from you. It kind of

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permeates a culture of an organization. I'm so glad that you've been able to take some small

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deep breathing moments from that. That makes my heart sing. Yeah. I don't email you that often.

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And I forget about it when I do email you. I'm like, oh, that's right. I get this beautiful

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out of office or automated response from you. It's great. I almost feel like this is going to be the

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episode titled yoga and data or something like that. We all better start doing some breathing

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exercises right now and just deescalate all the data problems we have. Data is stressful sometimes.

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I have a colleague who runs an organization. They just changed their name to be more aligned

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with what their philosophies are. It's called Data Plus Soul. They're a great organization.

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I feel that really deeply we need data plus soul and tech plus soul in this work to really make it

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mission driven and mission focused. Yeah, that's great. Emily, tell us about some of the work

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you've done with education and teaching around data. I've seen you've had some classes and some

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different training things that you've done over the past, but around data management. Give us an

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idea of what types of topics in data and specifically for nonprofits that you've found

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passion or interest in trying to teach and do educational initiatives around.

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Okay. This could be a long one. There's so many to pick from. I'm really excited. Down to just data

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organization. The difference between what is data analysis from just your data analysis just for

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data cleanliness and data governance versus predictive data analysis. There's so many, but

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I'll start again. Something you mentioned at the top was how I got started in a kind of education

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based role for this. Teach for America, that was my first nonprofit job and it was my first data

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and tech role. It was a lot of job embedded learning, which I highly, highly value and is an

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adult learning principle that I think is really useful to remember. I had to learn how to approach

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learning, how to use data, how to use the technology and how to use the data. At first,

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I was just learning from a technical viewpoint, how to press the buttons and how to straight

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answer questions. I thought maybe there was a straight answer to any question. That led to

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hours of redoing poor work and having to ask questions and Googling and not finding my way.

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What I was really fortunate to find was a shift in my framework from this technical mindset to a

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more mindset approach from the core values of the organization. When I started learning data from the

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framework of grit, resilience, relationship building, critical thinking, problem solving,

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innovation, it opened a whole new world of learning for me. The learning curve was so different.

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It was enjoyable. It was actually enjoyable to learn and use data. At that time at Teach for

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America, there was this initiative where national team members could develop programs that the

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regional teams across the country could buy into with their budgets and get those services that

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they thought they needed. I created one to help folks learn how to use their data and tech from

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this framework and was traveling about twice a month, maybe for eight months, to all over the

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country bringing this learning. It was so powerful, so powerful personally to see people have a shift

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to say, oh, I can work with this system. This system's not working against me. Oh, this data is

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my data to own, not just somebody sends it to me and I am unquestioning or frustrated with it.

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That shift made a huge impact on me and has made me want to continue in that education-based

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approach for using data. Now, is that for technical users or non-technical users or how do you even

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think about the distinction between the two? Because it sounds like you're kind of helping

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everybody or people from all sorts of that across that spectrum interact with data differently.

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It is all across the spectrum, but I would say it's more non-tech team users.

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Folks on the program staff, on the development staff, who have to use data for their jobs,

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there's no opting out of it, but that's not why they got into this work necessarily. They're not

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always supported in their professional development to continue to learn how to use it. On the

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technical folks' side, often it's a lot more of this coaching around how to interact with users

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and how to do storytelling with data, which is also really fun. That shift that I had from

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being very technical, I wasn't doing the being very technical very well at the beginning.

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Folks who are doing being very technical and doing it very well, sometimes there are folks who have

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a gap to bring it back to the human side. The classic role for this is the business analyst

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who can talk in the spoken language to users and can talk in technical language.

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To developers, it's a really sweet thought. I actually think that that's available to most folks.

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I'm doing more technical training to program users and then more of that relationship building,

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human side with more technical folks. I wanted to put more flesh on the bones around

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that learning journey, knowing we've all been there where we've done something and we look back on it

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and say, wow, that was poor work. That just didn't work out the way that we wanted it to.

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That just didn't work out the way I wanted it to. Or, wow, everything I've learned now is so much

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better than what I implemented over there. I'm wondering, Emily, if you could just give us one

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instance of that aha light bulb moment where you looked back on some of your prior work and get a

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little more specific with us in terms of what that learning was like and encourage the audience as

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it's okay to actually have work that you look back on and say, I've learned so much since I did that.

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Give us a little more flesh on what that learning experience is like and how you

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observed a moment like that where it's like, I can do that so much better now.

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Okay, yes. All right. I'll try to bring up two topics and maybe you can ask if we want to

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elaborate on one or the other. The thing that comes to my mind first is a kind of non-technical

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one, which is at one organization I was at, I was sort of told, analyze the data, but no matter what,

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we always report that we get like 30% in this area. So make sure it's that. We can't go below that.

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And that was an experience that I really had to contend with and understand like, what is my role?

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What's my voice? Is it that I should question myself? Because obviously the answer is the data

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should always point this way, or can I be less biased than that and bring more information in?

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And then similarly, I was in a position where a manager was making decisions about what tech

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platforms that we should use. And I really, really doubted it and thought we can't go forward with

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this, but at the end of the day had to go forward and then sort of sell the whole thing. Both of

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those, I think I've learned that I have more voice and everyone has more voice at any level of their

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career that if they want to question things like that, they can and should. And then on the side

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of like making data errors and being wrong and things like that. Oh boy. Yeah. So I think anyone

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who has used a spreadsheet can relate to the fact that it's a little better now, but if you don't

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put the filters across all of your column headers, then you're going to sort your data and one column

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not going to get sorted. And now a person's name who's like Emily Rotella, their email looks like

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Michael Fletcher and you're like, what happened? And you send a mail merge out to all those people

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to thank them for their donations. So I have specific Emily. Oh yeah. It's happened to me

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specifically. And it happened to people on my team and people adjacent to me in the work. And I've

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seen it happen. Yeah. Many times. And that can be from a database as well. Not just the spreadsheet.

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You can kind of misplace one filter in a database. I'm emailing all my non-participants to see if

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they want to participate, but actually you're emailing all the wrong people. And I don't know

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if we want to think about like, how do you come back from that? That's a whole podcast topic,

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I'm sure. But one thing that's important for me personally, having been in-house and on the consulting

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side is just to know that no, my definition of expert is someone who believes that they can learn

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something, not someone who knows everything. And I think there's a sort of toxic trait of thinking

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that consultants know everything about technology or about their specific data skills. Like sure,

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they know a lot. That's your focus. But everyone makes mistakes and there's new things coming out

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all the time. So really we can't expect someone to know everything and we're always learning.

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You've mentioned the phrase a couple of times earlier, data culture. And I'm wondering if

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that's even related to what you're talking about with learning and not knowing everything or being

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able to embrace that sort of perspective on an expert. And how does that relate to data culture

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or the way you think about data culture at an organization? Yeah. So there's two big ways for

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me that that relates. One is this kind of learning culture in general that organizations I hope would

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have and works really well when applied on the data technology side. So learning culture, first off,

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assumes that you always have to be learning. That should predicate the assumption that you have to

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support that learning through actual dollar and time investment for your employees and that you

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can make mistakes and learn from them. You're always learning. You're going to make, we learn

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from mistakes. So hopefully that kind of in the learning culture, this idea of support for it and

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the way that we deal with mistakes should be really central. And the second big pillar of this

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learning culture is that that part of evaluation for your organization. So we talk about a lot for

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program evaluation. We should not be working in the field if we're not evaluating how we're working.

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I mean, I don't want to be hyperbolic about it, but it can be dangerous. It can be harmful to

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communities that we're trying to help if we're not actually reviewing what impacts we're having. And

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data is such a huge tool for doing that. So I think both learning in the data tech realm, how we learn

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there, how we make mistakes there, and using data to learn about ourselves and learn about the work

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we're doing. Those two areas are really central to good learning culture at a nonprofit.

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Oh, you just opened up like two huge topics for us to explore here. So I want to, can we start with

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the learning culture within an organization and support for education and training and just like

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nurturing that sort of culture within an organization? What are some examples of how

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organizations have done that well? I think I'm going to get really specific

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because I have a bit of a go-to example here. So there's an organization in Connecticut called

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the Compass Youth Collaborative, youth serving organization in Connecticut. And they have

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partnered with another great Connecticut organization called the CT Data Collaborative.

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The CT Data Collaborative provides resources, training, education, and structural strategy

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work for nonprofits in their data culture. So the things that Compass Youth has put in place

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are so central. So they involve all of their stakeholders in their data decisions, and

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especially in things like building the stories around their data. They have sort of like this

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really good relationship that they've built between the data folks and everyone else on the team.

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So there's trust, there's open door policy. They built it into their, they have weekly data

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calls where it's part of that culture of the organization, part of check-ins and meetings,

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the overall, you know, like org-wide kind of communications. They have really good relationships

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with everyone that is a part of their data and they know that. So even the youth that they're

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serving can take part in some of that like data culture aspect of it. CT Data Collaborative,

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as that organization does like youth data walks in the Connecticut like areas that they serve.

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So they really make it, it's part of everyone's job. And I think that's a big shift that we're,

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we are seeing and will continue to see that the tech team integrate more into program teams.

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And that really helps with budgeting too, so that we don't have to have donors say,

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no, you can't send this to your tech team, your overhead, right? Anytime I work with organizations,

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I try to, the grant writers or anything, we try to say all the money that would be spent on the

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data tech side of this is programmatic money spent. So the two things kind of required,

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even in that example of how like, as an organization who wants to and has embraced like learning and

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how holistic and integrated data is to their success and them having organizations that they

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can partner with that have some of that more niche expertise around data and can invite them in and

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collaborate well. And there's some like mindset around, we want you to be successful, you want us

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to be successful. And so there's a, yeah, that's, that feels like a rare example. It's a beautiful

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one of two organizations kind of working alongside each other well, and not everybody has kind of

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that place. What are the ways that, so when you're developing data culture, so it's the more

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technical skills, maybe on the other side of it of like developing a data tech role or people who

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are niche and for smaller organizations or mid-level organizations, when do they staff

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somebody who is just focused on technology and data or when does that team need to be more than

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one person and multiple people? Or how do you think about that kind of, that kind of role in place?

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So many different thoughts, really pretty dependent on the organization and where their places and

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even the time period that we're in now and the like what the grant situation looks like. I mean,

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we're in an election year right now, so things are really up in the air. But I have a baseline

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that I try to stick with, like a line in the sand. Every organization should have this role

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that I, and I understand that not every organization is actually going to be able to fulfill that, but

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I think if that's the goal, then when new nonprofits are starting, having a data tech role becomes as

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central as having a fundraising, a chief of development role or a chief of staff. And I think

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to put that message out there is going to be something that drives us towards having that

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support for all organizations. If you are using a login database, something like a CRM, an LMS,

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something you log into and there's some pretty user interface over a database, I think at that

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point you should have someone on your team. It introduces this new level. All of those are going

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to be in some way a relational database. It introduces a level of data complexity and

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reporting complexity that I think is really well served to have someone on the team.

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And the more that you interact with your data, the more you ask from it. So once you understand

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that you can really define things well and get good answers, you start asking more questions.

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And then it just ratchets from there, which is a good thing. I think that we should go that way.

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And so once you have support in place, you can imagine that in your five to 10 year plan,

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depending on the goals of the organization and their growth plans, that you would be adding on

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more team members. Now I will couch that to say that there's a lot of different variations of

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how that can look. I serve as the tech team, part-time tech team for one of the organizations

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I work with. It's been five or six years now. So that's an example of having someone not in-house

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but in a long-term contracted role. That's what I want to see for organizations, that this is

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built into their budget, it's built into their culture. In-house I think is great because that's

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even more embedded. You've got a job description, you've got the responsibilities, people

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interacting with them. You can transfer that over when someone, it's easier to transfer knowledge

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and transfer files and ownership of records and things like that when there is a staff change.

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But it doesn't necessarily have to look like that. And for a lot of smaller orgs,

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they need to figure out a different configuration at first.

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And so as you're thinking about this data role, and I'm assuming you're saying once you get to

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that, you've got a CRM, LMS, ERP system, something like that, it's a full-time role. What would you

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say are those non-negotiable core functions of that particular data tech role? Are you thinking

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this is some kind of a, a lot of people might accuse you of saying, well, that's a unicorn in

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such a small organization because you're looking for someone who can manage the database, they can

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pull the data into some kind of a model so that it can be analyzed and they can build the

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visualizations. Next thing you know, you've got a long list of responsibilities that you're

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expecting of one person to do for an entire small organization. So how would you put some

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guidance around that, some scope, just to limit it to say, these are core functionalities that

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you kind of have to hit on and others are a little more negotiable for each organization.

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I don't know. I'm not trying to put you on the spot, but offer a little bit more around that.

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What are those core non-negotiable functions of the role?

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Yeah. I haven't written this out before, so I can give you some thoughts just having been posed

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the question. So they start for me again in the like mindset, non-technical area. So a core

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responsibility is going to be curiosity and learning. So knowing that there's always more

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to learn and both in the data analytics sense and in even the base of data governance, data

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organization, things like that. I do think that some experience and some learning in database

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administration modeling is really helpful. When Teach for America went from spreadsheets to

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Salesforce, that was my first introduction to it. And it was a total mindset change to understand

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what a relational database behind a UI was. So having been introduced to that is really helpful

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and being able to talk to other people about that, being able to translate technical stuff to

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non-technical speak, I think is a real... You know what? That's it. That's what I'm going to say is

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the most core value that there is. As long as you can bridge that gap and take technical knowledge

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that you have and be able to talk to non-technical people about it, I'd say that's the most important

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part of it. And there's an organization, a consulting firm called the Build Tank, and they

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have a whole curriculum around, I think how they call it is distributed ownership across the

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organization. They build different roles so that that job description, hopefully as big as it might

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be for that one data tech person is shared across other roles. So the responsibility for the numbers,

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for the actual data point, that can be distributed to folks, how to pull them from your database,

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how to analyze them, that might be on your data analyst or data tech person. But making sure that

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number of participants is 30 and that jives with the reality in the classroom or wherever it is,

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that's someone on the program team. And maybe the thinking up of what are the reports for grants

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that are needed, that's spread out across the organization. So I think that really helps take

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that kind of pressure off, even if the job description is big. I'd be curious to ask both

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of you if you've looked at some of these job descriptions recently for data tech roles at

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nonprofits from manager or associate level up to CIO. Sometimes they look exactly the same from

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the manager level to CIO. I am in shock at how much is being asked on job descriptions of any

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level data tech folks. And maybe the expectation is that people will see that and think that

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there's a growth opportunity for them. But I wonder if it's actually creating a barrier to entry

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because you're saying you should have this, should need this, where are you going to get that?

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That's partially why we don't have to go into this too deeply, but that's partially why I started my

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apprenticeship program, because I was given the experience to learn on the job. That was

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so valuable for me and made it possible for me to work and get better at this stuff.

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And I see a lot of experience being asked of entry level jobs, and I don't know where they're

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going to get that. So I said, you can get it with me, you can work on my projects and have that

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experience. And then it's a little bit also of the Teach for America Kool-Aid, where you say get

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folks into social justice work early and they'll stay in the job. And I think that's a great

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way to get folks into social justice work early and they'll stay there. So partially getting folks

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to work with nonprofits as some of those first data tech experiences for them and hopefully

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stay in those roles.

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Right. And limited resources will definitely make those entry level jobs feel like they need to be

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ratcheted up on experience because they can't pay for the multiple roles. So it's like, well, we

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can't bring someone new into this and teach them everything. We need someone to come in and do work

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with them at that higher level. And so it all gets jumbled. But my favorite is when these job

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descriptions will list new tech and say, you know, give me five years experience in something that

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just came out last year. And it's like, they're so out of touch sometimes with what even is happening

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in this space. They don't know how to write the JDs. So it can be a big challenge for nonprofits

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when it's an ever changing landscape, the tech is so evolving all the time, and they probably don't

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have the resources to train entry level roles in this stuff. They need people with experience to

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come in and often take a salary cut from what they get out there in the for profit and big tech

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spaces. So these are real tension points that I think everyone in nonprofits and mission driven

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organizations tend to feel with the more technical a role becomes, the harder it is to find those

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people to fill those positions. So yeah, great conversation on that, Emily.

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You're helping me write the website copy for this apprenticeship program. That's exactly right.

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That's why the idea for this is you have someone like myself who has 10 plus years experience is

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technical can do both sides of it, that can act as the main tech person filling in right like that

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interim in imagine we're creating a role in an organization, right? It's your first data tech

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role. So who you're going to staff in it first, first, you're going to staff me at like maybe it's

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a part time 60% role. And I'm going to have an apprentice who's learning how to do this stuff

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alongside me, but within your organization's context and your data. So let's a year goes by

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with that happening. Now I can step back and this apprentice can come in as a full time role at a

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lower salary than then they will imagine because I'll stay in a support role for them. Then when I

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step back fully, all of that funding goes back into that role. And even in this conversation,

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it makes sense why and with your background, Emily, that curiosity becomes one of the core virtues

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of what it of what a tech person needs a data tech person, because it's about on the job

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learning. And it's about having the curiosity to ask questions and to innovate around what's

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happening with the technology, but then also with the programs and with the with the organization

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itself. And so yeah, even think about adult learning and learning on the job, like that's

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a curiosity thing. That's not I have lots of technical chops and I can step in. But no,

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I passionate and interested enough to figure it out and to learn. And I will recognize the

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challenge. I think we've said that there might not be a person in house on the team to provide

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that guidance. Right? The year every tech person if you're creating your first tech role, your

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manager is the CEO, the chief of the usually it's the finance person, right, the chief finance

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officer, finance and data and tech seem to have a lot of overlap in the world. So yeah, being able

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to also find the resources out of house to support that in house role is a challenge as well.

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Tell me about this was the other large bucket that you opened up earlier, I didn't get to go

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to but about program evaluation or really like, are we doing good work? And does it matter?

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Or how is it mattering? And obviously data has an intricate role to play in that question.

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So even thinking about how the organizations measure their success or evaluate how they're

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doing, give me some examples of what that would look like for an organization to start assessing

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that or to explore that with data. And I want to piggyback off of that to Emily and just say,

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describe the field you mentioned the field and I want to make sure that our audience knows exactly

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what you're talking about in your particular context when you're doing that kind of program

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evaluation. So I kind of wanted to merge that in there with what Sawyer was asking.

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Sure, sure. Okay. So a lot of organizations when they're getting their foundation set up in their

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data, it's about definitions and processes, defining what you're trying to do, who you're

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serving, and then what data you need to track for that. So I mentioned this earlier, just being able

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to count how many participants you have, you have to define what a participant is in each year.

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So that set up is part of the field of program evaluation too, just really that foundational

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set up of understanding what data points we have, what we want. Then being able to use a tool like

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a logic model to define your inputs, outputs, behavior changes, and outcomes that you want to

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see in your community and from your work. And then layering data on top of that logic model to say,

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for us to know this, what do we need to know to say that we can prove, we can have the evidence

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that either, yes, we were correct that these outputs will lead to these outcomes, or no,

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that didn't happen as we expected and we need to change course. So that's a kind of high level

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view of the field of program evaluation in a nutshell. And the examples I can think of,

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just to talk to a few. So if an organization wants to start thinking about this and they haven't

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before, I would recommend looking into the book, Leap of Reason by Mario Marino. This is an old

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book. It's free online and Mario Marino has this leap ambassadors program, all about program

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evaluation. It's just a great resource. And they have a lot of videos on their website of organizational

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leaders talking about how they've introduced program evaluation and what it's meant to them.

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And the book itself talks about some organizations that have found that they weren't having the

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outcomes that they anticipated and how they wouldn't have known that and might have kept

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operating in what they were doing had they not evaluated what they were doing and what the

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outcomes were. There's also a new data tech platform called Sure Impact, S-U-R-E Impact.

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This is a program evaluation technology tool geared specifically towards nonprofits collecting

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the kind of data they need to report on their programmatic impact. So I think it's maybe five

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years out, it came out of another organization that was all about program evaluation research.

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That's a really one to check out, even just to learn like, what does it look like to do program

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evaluation in a physical sense, in a data sense, you can kind of see from their demos what that

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would look like for an organization. And on the culture side of program evaluation, it is not easy

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to put your heart and soul into helping other people and then be given the opportunity or the

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challenge to have to evaluate, were we doing right? I mean, you were doing right because that was in

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your heart and with all the factors that you could, you thought this was the way to go.

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But taking that next step of debriefing and evaluating and possibly being faced with really

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hard information that no, it wasn't working out and that doesn't mean nothing went well, right?

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If you're, there can be good that comes out of it, but that's so difficult and how many

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for-profit organizations are willing to do that kind of review of themselves. And for nonprofits,

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I think it is, where's the time? You just have to keep going, keep serving, keep pushing out.

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But it really is in a learning culture aspect of that. It is so valuable to have program

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evaluation, especially through data, be part of that culture because we will serve better.

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We will reach our missions sooner and better, or we'll change our missions for the betterment of

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the world and our staff members if we do participate in this kind of evaluative work.

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Yeah. It's that data plus soul you were talking about where if we're not willing to take a critical

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eye to our programs and evaluate, are we actually achieving our missions? And even asking the even

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harder question, is our mission the right mission? Did we actually get the right values into that

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mission that's serving this particular population? We could be missing the mark and we have to be

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able to allow the data to speak into that openly. So these are great, great topics to talk about,

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to know that we're hitting what we're really after in these missions that we're aiming towards.

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It's amazing to me that I think that the data technology side of this work sometimes is like,

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oh, that's not part, it's not direct mission work. It's on the side, it's overhead, whatever.

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The learnings that introducing good data tech culture can bring to the overall culture of

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the organization to me is so aligned. We talked about we don't know everything about our technology.

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It's changing all the time. So we have to keep on learning and evaluating our program.

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The challenge it is to change your CRM and how often do organizations change their technology?

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They are having to go through that all the time and do this kind of evaluation.

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I really think that the more we get everyone in the organization involved in that

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day-to-day act of their data and tech work, you can zoom it out to what the organization as a whole

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could be doing and take key learnings from that. So I think that the data tech side of a nonprofit

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has even more to offer than just the analysis and just the ability to report and talk back.

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It has these cultural values embedded in it that we can bring to other parts of the organization.

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Yeah. One of those values seems to even be humility of we're going to honestly look at the data

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and realize and see if we're doing what we thought we were doing and helping the way we thought we

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were and being honest enough to admit that we might have been wrong. And that's a scary thing.

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Whether it's a new organization, a young organization that has some innovative spirit

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to admit they're wrong or for these more legacy or long historical organizations that have just been

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charting this mission for decades or centuries and to look at the data and start to evaluate

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with enough humility to say, maybe we're not doing the impact we thought we were.

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And that sounds like a data culture thing right there of like, we're all embracing the data

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because we care enough about these people or these communities or this mission that will

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evaluate the data well. It's beautifully said.

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Emily, I'm curious if you could share a little bit more about the services that you offer or even

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like this apprenticeship program. Tell us a little bit more about like, yeah, your consulting firm

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and what you do. Sure. So, you know, it's still evolving. I have a young company and I want to be

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nimble and evolve with the needs of nonprofit organizations. So we offer a kind of fractional

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tech team approach where you don't have the resources to have a tech person on the team,

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but you want and understand the value in not doing quote unquote project-based technology

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work, which I think is really not a, this is a whole other podcast topic, I'm sure.

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Technology isn't always really project-based in a nonprofit. It's long-term,

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in perpetuity kind of work. So organizations that can understand that and know it, we are

389
00:38:18,160 --> 00:38:24,480
very happy to partner in and be that resource for them and become part of their team, right?

390
00:38:24,480 --> 00:38:28,800
It's almost like having an in-house team and get ready for potentially actually having an

391
00:38:28,800 --> 00:38:33,280
in-house role in the future. So we serve as a fractional tech team for organizations.

392
00:38:33,840 --> 00:38:41,280
We also have a sort of larger service that's our, we call it our Learn, Use, Love service,

393
00:38:41,280 --> 00:38:48,640
which is to help data culture and technology culture go from wherever it's at now to where

394
00:38:48,640 --> 00:38:55,920
it could be super impactful for the organization. And those three areas are our key areas that we

395
00:38:55,920 --> 00:39:01,760
introduce into organizational culture. It's a culture of learning, right? We've talked about

396
00:39:01,760 --> 00:39:08,080
that a lot. Culture of using, which is just to say that your job functions aren't the only way

397
00:39:08,080 --> 00:39:12,960
that you can use the data and technology. There's more to it and you can be partnering on different

398
00:39:12,960 --> 00:39:18,960
projects. So we do a lot more of introducing use across the organization of their tech.

399
00:39:18,960 --> 00:39:26,880
And then I believe that the relationship between humans and technology can make or break use of it

400
00:39:26,880 --> 00:39:32,320
at the organization. And so that's why we include love in this kind of approach. It doesn't mean

401
00:39:32,320 --> 00:39:37,440
you actually have to love, but you have to look at your relationship with technology.

402
00:39:37,440 --> 00:39:42,000
Okay, it's loving technology. Okay, this is our relationship.

403
00:39:42,000 --> 00:39:47,280
Yeah, it's a lot. You can, I personify technology as much as possible.

404
00:39:47,280 --> 00:39:53,360
Okay.

405
00:40:17,280 --> 00:40:21,000
would be sort of like a two to three year commitment,

406
00:40:21,000 --> 00:40:23,040
where at the beginning we say we're

407
00:40:23,040 --> 00:40:26,120
wanna get ready in our budget and in our culture

408
00:40:26,120 --> 00:40:29,200
to have our first tech role in-house.

409
00:40:29,200 --> 00:40:31,640
And the pathway that we want that to go on

410
00:40:31,640 --> 00:40:33,480
is to have someone like myself

411
00:40:33,480 --> 00:40:36,900
who is a little more senior in their career

412
00:40:36,900 --> 00:40:39,480
to serve in that sort of fractional,

413
00:40:39,480 --> 00:40:42,920
or in some cases it could be full-time tech role

414
00:40:42,920 --> 00:40:45,240
to get it ready, get it prepared,

415
00:40:45,240 --> 00:40:48,160
and have an apprentice learning alongside,

416
00:40:48,160 --> 00:40:50,720
building relationships, getting the contacts,

417
00:40:50,720 --> 00:40:52,640
building them up into that role.

418
00:40:52,640 --> 00:40:54,880
And then that's the first year.

419
00:40:54,880 --> 00:40:57,160
In the second year, the apprentice takes over

420
00:40:57,160 --> 00:40:59,120
in the full-time role at the organization,

421
00:40:59,120 --> 00:41:00,880
but I stay on as support.

422
00:41:00,880 --> 00:41:05,280
And so where the money distribution is shifts then

423
00:41:05,280 --> 00:41:06,720
to the apprentice also.

424
00:41:06,720 --> 00:41:09,680
And then in the third year, I can step away completely

425
00:41:09,680 --> 00:41:12,920
in terms of that day-to-day interaction,

426
00:41:12,920 --> 00:41:14,440
but still be a resource.

427
00:41:14,440 --> 00:41:18,560
Even when I also sort of like build quick tech tools

428
00:41:18,560 --> 00:41:20,620
for folks with spreadsheets or air table

429
00:41:20,620 --> 00:41:21,660
or some things like that.

430
00:41:21,660 --> 00:41:24,040
And I always offer lifetime support on that

431
00:41:24,040 --> 00:41:26,920
if it's like small changes, big projects,

432
00:41:26,920 --> 00:41:29,040
it's a different question, but I just can't,

433
00:41:29,040 --> 00:41:31,880
I can't leave a project behind fully.

434
00:41:31,880 --> 00:41:33,160
I just never can.

435
00:41:33,160 --> 00:41:35,120
And I'm not ashamed of it anymore.

436
00:41:36,560 --> 00:41:37,400
I'm always gonna be there.

437
00:41:37,400 --> 00:41:39,280
So there's always, I feel like I can't let go

438
00:41:39,280 --> 00:41:41,400
of some connection, but the idea is really

439
00:41:41,400 --> 00:41:43,720
to hand it over to the apprentice.

440
00:41:43,720 --> 00:41:47,120
And at that point, they're the resource on their team.

441
00:41:47,120 --> 00:41:49,760
Yeah, well, we're gonna have to have like a check-in

442
00:41:49,760 --> 00:41:51,200
in like two or three years, Emily,

443
00:41:51,200 --> 00:41:52,440
because I know this apprentice thing isn't new,

444
00:41:52,440 --> 00:41:55,080
but like I wanna see two or three years from now

445
00:41:55,080 --> 00:41:56,880
what that's looked like and hear the stories that come out.

446
00:41:56,880 --> 00:41:59,400
Because I think that's a really compelling model

447
00:41:59,400 --> 00:42:01,920
of slowly helping organizations grow

448
00:42:01,920 --> 00:42:04,280
and mature their culture while not having the budget

449
00:42:04,280 --> 00:42:05,460
right away to make that happen,

450
00:42:05,460 --> 00:42:07,720
but can slowly bring on board

451
00:42:07,720 --> 00:42:10,200
what the technical skills and ramp up.

452
00:42:10,200 --> 00:42:11,160
That's beautiful.

453
00:42:11,160 --> 00:42:14,520
Emily, what got you into the nonprofit world?

454
00:42:14,520 --> 00:42:17,280
What matters and why have you stayed in the nonprofit world?

455
00:42:17,280 --> 00:42:18,720
Why does it matter to you?

456
00:42:18,720 --> 00:42:23,720
I have always been really lucky to have opportunity

457
00:42:24,280 --> 00:42:27,280
and resources that I've been able to use

458
00:42:27,280 --> 00:42:28,880
and take advantage of.

459
00:42:28,880 --> 00:42:31,400
And I've from a young age been introduced

460
00:42:31,400 --> 00:42:35,200
to the fact that that's not everybody's life situation

461
00:42:35,200 --> 00:42:38,880
and was taught early on that everyone is there

462
00:42:38,880 --> 00:42:39,800
but for fortune.

463
00:42:39,800 --> 00:42:41,960
Everyone's situation is there but for fortune,

464
00:42:41,960 --> 00:42:44,920
everyone is equal and worthy and deserving

465
00:42:44,920 --> 00:42:46,940
of good and happy life.

466
00:42:46,940 --> 00:42:48,840
But that that's not the case for everyone

467
00:42:48,840 --> 00:42:50,600
in terms of resources and opportunities.

468
00:42:50,600 --> 00:42:55,600
And so I have always felt that it is something

469
00:42:55,740 --> 00:42:58,820
that we should work towards as a human culture

470
00:42:58,820 --> 00:43:01,960
to have everyone have those resources and opportunities.

471
00:43:01,960 --> 00:43:05,960
And then just more like specifically in career path,

472
00:43:07,020 --> 00:43:08,760
when I first moved to New York,

473
00:43:08,760 --> 00:43:10,420
I was working in book publishing

474
00:43:10,420 --> 00:43:13,120
and it was a fairly easy job

475
00:43:13,120 --> 00:43:15,240
and I had a micromanaging manager

476
00:43:15,240 --> 00:43:16,960
so I didn't have a lot to do.

477
00:43:16,960 --> 00:43:20,120
And I was volunteering around New York City

478
00:43:20,120 --> 00:43:22,280
with a lot of different small nonprofits

479
00:43:22,280 --> 00:43:27,280
and we were making very good local individual impact

480
00:43:28,480 --> 00:43:30,040
in the ways that I was volunteering

481
00:43:30,040 --> 00:43:31,980
and seeing what the organizations were doing

482
00:43:31,980 --> 00:43:34,260
but they had really big missions

483
00:43:34,260 --> 00:43:38,500
like end domestic violence or end poverty.

484
00:43:38,500 --> 00:43:42,560
And I felt like we weren't doing activities

485
00:43:42,560 --> 00:43:44,240
to get towards that mission.

486
00:43:44,240 --> 00:43:47,240
And I had a lot of passion and time and energy.

487
00:43:47,240 --> 00:43:49,040
I was in my twenties.

488
00:43:49,040 --> 00:43:53,160
So to give but I didn't see that I had any skill

489
00:43:53,160 --> 00:43:57,120
to bridge that gap between what we're doing

490
00:43:57,120 --> 00:43:59,080
and getting towards these big missions.

491
00:43:59,080 --> 00:44:02,720
And so I ended up going back to school at night,

492
00:44:03,640 --> 00:44:05,880
just looking, I had come from a music theater

493
00:44:05,880 --> 00:44:06,760
literature background.

494
00:44:06,760 --> 00:44:09,120
So I went looking for a skill set I didn't have.

495
00:44:09,120 --> 00:44:10,360
I went to business school.

496
00:44:12,360 --> 00:44:14,680
I got introduced there to data and tech

497
00:44:14,680 --> 00:44:18,080
for supply chain logistics,

498
00:44:18,080 --> 00:44:19,820
really kind of dry stuff.

499
00:44:19,820 --> 00:44:23,080
But somehow it seemed like since I was volunteering

500
00:44:23,080 --> 00:44:26,000
and learning about this and also actually I went to a school

501
00:44:26,000 --> 00:44:28,640
that had a really good social entrepreneurship program

502
00:44:28,640 --> 00:44:33,160
and saw that this was a tool meant to efficiently

503
00:44:33,160 --> 00:44:36,640
and effectively move processes towards their end goal.

504
00:44:36,640 --> 00:44:39,680
And that's what I wanted for social justice

505
00:44:39,680 --> 00:44:41,240
and mission-driven organizations.

506
00:44:41,240 --> 00:44:43,840
And so marrying those two things in a career

507
00:44:43,840 --> 00:44:45,000
felt like the right move.

508
00:44:45,000 --> 00:44:48,520
Well, that story, thanks for sharing a little more insight

509
00:44:48,520 --> 00:44:50,200
into your background.

510
00:44:50,200 --> 00:44:52,840
And we're coming up on time here.

511
00:44:52,840 --> 00:44:55,680
So Emily, if someone wanted to reach out to you,

512
00:44:55,680 --> 00:44:59,320
find you online, find out more about what you're doing,

513
00:44:59,320 --> 00:45:01,540
where can they go online to find out about you more?

514
00:45:01,540 --> 00:45:03,040
Yeah, they can go to my website.

515
00:45:03,040 --> 00:45:06,920
It's called maketechworkforyou.com.

516
00:45:06,920 --> 00:45:08,840
And that comes out of the fact

517
00:45:08,840 --> 00:45:10,760
that not everyone needs to be a coder.

518
00:45:10,760 --> 00:45:13,280
You don't need the shiniest technology.

519
00:45:13,280 --> 00:45:14,620
You just need to make tech work

520
00:45:14,620 --> 00:45:16,660
for what you're doing right now.

521
00:45:16,660 --> 00:45:18,440
Yeah, and they can find me on LinkedIn,

522
00:45:18,440 --> 00:45:20,040
Emily Hicks-Rotella.

523
00:45:20,040 --> 00:45:25,040
And I love to talk to folks and hear what's going on.

524
00:45:25,560 --> 00:45:27,640
So anyone that wants to find the time

525
00:45:27,640 --> 00:45:30,580
to just brainstorm, thought partner,

526
00:45:30,580 --> 00:45:32,200
talk about these topics, yeah,

527
00:45:32,200 --> 00:45:34,160
that's my favorite thing to talk about.

528
00:45:34,160 --> 00:45:37,320
And thank you both so much for having this conversation

529
00:45:37,320 --> 00:45:39,360
because you ask really great questions

530
00:45:39,360 --> 00:45:40,560
and you have really great insights.

531
00:45:40,560 --> 00:45:44,240
And I've learned some really interesting ways

532
00:45:44,240 --> 00:45:46,240
to sort of think about this from you.

533
00:45:46,240 --> 00:45:47,520
So I appreciate it.

534
00:45:47,520 --> 00:45:52,000
Super, super technical, practical, tactical episode here,

535
00:45:52,000 --> 00:45:55,600
conversation, really appreciate it so much.

536
00:45:55,600 --> 00:45:58,280
And Emily, I gotta ask a question.

537
00:45:58,280 --> 00:46:01,360
So if data was to be found in the field,

538
00:46:01,360 --> 00:46:02,400
like we were talking about,

539
00:46:02,400 --> 00:46:03,720
what kind of crop would it be?

540
00:46:03,720 --> 00:46:05,180
If it was found in the field,

541
00:46:05,180 --> 00:46:07,840
what kind of crop is it gonna be?

542
00:46:07,840 --> 00:46:09,560
Oh boy, see, I'm a city person.

543
00:46:09,560 --> 00:46:11,400
I don't have a lot of good nature stuff.

544
00:46:11,400 --> 00:46:13,920
Okay, I'm gonna go in.

545
00:46:13,920 --> 00:46:16,040
I'm gonna go in.

546
00:46:16,040 --> 00:46:17,080
Oh God, this is so terrible.

547
00:46:17,080 --> 00:46:18,160
It's not even a crop.

548
00:46:18,160 --> 00:46:21,200
Data are the redwood trees, okay?

549
00:46:21,200 --> 00:46:25,080
So they are big, right?

550
00:46:25,080 --> 00:46:28,800
Unmoving in some ways, but like always growing,

551
00:46:28,800 --> 00:46:33,320
no matter what, they provide oxygen

552
00:46:33,320 --> 00:46:35,000
and they have a symbiotic relationship

553
00:46:35,000 --> 00:46:36,480
with humans and the earth, right?

554
00:46:36,480 --> 00:46:37,600
We can't live without them

555
00:46:37,600 --> 00:46:38,440
and they can't live without us.

556
00:46:38,440 --> 00:46:39,280
This is going deep.

557
00:46:39,280 --> 00:46:41,360
The oxygen, carbon dioxide.

558
00:46:41,360 --> 00:46:45,200
Yes, I think that's that relationship part.

559
00:46:45,200 --> 00:46:48,520
Maybe there's some idea that data technology

560
00:46:48,520 --> 00:46:50,240
is separate from nature,

561
00:46:50,240 --> 00:46:55,240
separate from the ecosystem of the divine

562
00:46:55,560 --> 00:46:58,360
and humans are in that.

563
00:46:58,360 --> 00:47:00,400
Some people even think humans are separate from nature

564
00:47:00,400 --> 00:47:02,780
and these mindset bridges, I think,

565
00:47:02,780 --> 00:47:05,280
if we can see ourselves as part of nature

566
00:47:05,280 --> 00:47:08,800
and data technology as part of that natural ecosystem,

567
00:47:08,800 --> 00:47:13,280
I think we'll find the symbiosis among us

568
00:47:13,280 --> 00:47:17,080
to help each other grow in positive ways.

569
00:47:17,080 --> 00:47:17,920
Wow.

570
00:47:17,920 --> 00:47:19,120
That's a lot in that redwood tree.

571
00:47:19,120 --> 00:47:21,520
That was a lot in there.

572
00:47:21,520 --> 00:47:23,320
And I was just thinking this whole time,

573
00:47:23,320 --> 00:47:26,360
I wouldn't know it, but it's gotta be some kind of grain.

574
00:47:26,360 --> 00:47:28,640
It's a basis for bread.

575
00:47:28,640 --> 00:47:29,960
Yeah.

576
00:47:29,960 --> 00:47:32,400
You know what else it could be at some point?

577
00:47:32,400 --> 00:47:34,920
Like, you know that, where is it?

578
00:47:34,920 --> 00:47:38,840
Maybe in Switzerland where they have a grain vault.

579
00:47:38,840 --> 00:47:40,520
So in case of oblivion,

580
00:47:40,520 --> 00:47:42,720
then we can regrow all of our grains.

581
00:47:42,720 --> 00:47:43,720
The storehouse.

582
00:47:43,720 --> 00:47:45,280
Yeah, the storehouse.

583
00:47:45,280 --> 00:47:47,720
I think it'd be really interesting to see

584
00:47:47,720 --> 00:47:49,720
what data points about humanity

585
00:47:49,720 --> 00:47:51,600
or even if this be an interesting thing

586
00:47:51,600 --> 00:47:53,440
as a data culture exercise,

587
00:47:53,440 --> 00:47:55,640
if you were building your grain vault

588
00:47:55,640 --> 00:47:57,360
for your organization,

589
00:47:57,360 --> 00:47:58,960
what data points would you put in it

590
00:47:58,960 --> 00:48:02,200
that you would need to have if everything blew up

591
00:48:02,200 --> 00:48:03,040
that you could start over with?

592
00:48:03,040 --> 00:48:05,400
Or you could just do a time capsule kind of thing.

593
00:48:05,400 --> 00:48:07,760
Like, hey, what data would I throw in a time capsule

594
00:48:07,760 --> 00:48:09,320
for a hundred years down the road

595
00:48:09,320 --> 00:48:10,720
and what would you find in there?

596
00:48:10,720 --> 00:48:11,560
I don't know.

597
00:48:11,560 --> 00:48:13,120
Oh man.

598
00:48:13,120 --> 00:48:15,280
Gotta unpack that stuff in another conversation.

599
00:48:15,280 --> 00:48:16,120
That's good.

600
00:48:16,120 --> 00:48:17,400
Yeah.

601
00:48:17,400 --> 00:48:18,240
All right.

602
00:48:18,240 --> 00:48:20,600
Well, thank you, Emily, for being here

603
00:48:20,600 --> 00:48:23,120
and thanks listeners for joining us

604
00:48:23,120 --> 00:48:25,680
on this episode of Making Data Matter.

605
00:48:25,680 --> 00:48:26,520
Signing off.

606
00:48:26,520 --> 00:48:53,520
Thank you, everybody.

