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Back to Basics: Developing a Social Media
Strategy for Your Organization
                                    March 20, 2012
What is CanadaHelps?
  A public charitable foundation that provides accessible and
  affordable online technology to both donors and charities.

For Charities
   A cost-effective means of raising funds online.

For Donors
   A one-stop-shop for giving.

              CanadaHelps is a charity helping charities.
                 CanadaHelps is giving made simple.
Who are you?
Basic Social Media Strategy
It’s time to get deliberate about our use
              of social media
• Canada leads the world in online engagement
The SECRET TO SOCIAL MEDIA SUCCESS is…
Strong              Good
COMMUNITY           CONTENT
         Supported by:
   • Structured PLANNING
   • Social CULTURE
   • Willingness to MEASURE &
     LEARN
   • ACTIONS
1   Be Social

    2 Planning

    3   Community

    4 Content

5 Measure & Learn
Source: Beth Kanter, bethkanter.org
BE SOCIAL
Letting Go
   • Control
   • YOUR attachment to
     the organization
   • Doing what “we’ve
     always done”
Opening Up
   • To meaningful
     involvement from
     donors, clients,
     volunteers, public
     etc…
Your
Your CAUSE   INSTITUTION
Source: The Networked Nonprofit by Allison Fine and Beth Kanter
 8pm July 6th
Story posted 5am July
6th
Where Do You Fit?
• How is your organization embracing
  the social culture shift?
• What barriers do you face?




   Culture Shift
Tips for Getting Buy-In
• Sign people up for tools to reduce fear
  (Twitter, Google Reader, alerts etc…)
• Seek out example organizations and show
  their success
• Search for your organization & show the
  conversation’s already happening
Bust Myths
• Bust myths:
  – 73% of donors gave online last year
  – Baby boomers are the biggest cohort of online donors
    in Canada
  – More than 17 million Canadians use Facebook
  – Per capita, Canadians watch more YouTube videos
    than any other country
Think Social
• Conversation, not
  promotion
• Show personality
• Be quick
• Add value
Always Be Listening
• Google alerts
• Follow example brands and nonprofits
• Google Reader, Twitter, e-newsletters
Plug In to Networks
• Join and participate in conversations
  happening online
Social By Design (not by accident)
                  • Put people at the
                    heart of your
                    campaign design
PLANNING
How your organization uses social media
                   •   Marketing and publicity
                   •   Fundraising, donor engagement
                       and retention
                   •   Connecting with others around
                       your cause
                   •   Building relationship and online
                       community
                   •   Collaboration and collective action
                   •   Sharing expertise on our issues
                   •   Movement building and social
                       change
• Gain exposure
                   • Engagement
                   • Influence
                   • Action
                   • Create lasting
                     impact
                   • Offer support

Set Goals
  From Don Bartholomew: http://metricsman.wordpress.com/
EXAMPLE #1
 Collaboration and collective action around an
 unfair piece of legislation
GOALS
 • Connect with like-minded organizations to
   coordinate actions
 • Energize an online community to take action
EXAMPLE #2
 Share expertise on our cause within our local
 community.
GOALS
 • Use our blog to position ourselves as the go-to
   source for local media on our issue
 • Lead conversations with other local organizations
   about key issues relating to our mission.
Select a goal for your
social media
Pick the Right Tools
• Which tools best support your goals?
• Where’s your audience?
• What capacity do you have?
Tools You Can Use
THE BIG FOUR:
• Facebook, Twitter,
  LinkedIn, YouTube

OTHERS TO EXPLORE:
• Blogs, Google+, Tumblr,
  Foursquare, Pinterest,
  Instagram
Fish Where the
    Fish Are
• 25% of all time
  online is spent
  on Facebook
• Survey
  supporters about
  the tools they
  use
Define Roles
• Determine the right people for executing
  social media
• Train accordingly
Draft your Social Media Guidelines
       •   Responsibility
       •   Transparency
       •   Copyright
       •   Proprietary Information
Social Media Guidelines
            • Privacy and personal
              information
            • Respect
            • Good judgement
            • Productivity
            • Personal use of social
              media
COMMUNITY
Role of Community
      Manager
• Understand & advocate
  for the community
• Listen & engage
• Problem solve & prevent
  crises
• First point-of-contact
• Lead the community to
  action
Characteristics of a
 Good Community
    Manager
• Have a personality
• Be passionate about
  the cause
• Care about the
  community
• Leadership
• Don’t try to control
• Be prepared
Have a Vision for Success
• Strong online communities have a clear rallying cry and
  committed members
• What would your ideal online community look like?
• What actions would they take?
• Who are they? (Middle-aged men, young
  mothers, teens from Parkdale etc…)
• Motivations
• Other communities & online activities


       Know Your Community
Source: Beth Kanter, bethkanter.org
Nurture All Community Members
  Happy
                 Spreaders          Donors          Evangelists      Instigators
Bystanders
                     Engaging,
    Regular                          Reasons to        Resources &        Ongoing
                    interesting
 communication                          give              tools           support
                      content


                  Links to easily                     Peer-to-peer      Recognition
                                     Thanks and
                  share content                        fundraising
                                       praise!

                                                      Good stories     Creative ideas
                                    Stories about
                                                       they can
                                    the impact of
                                                        spread
                                     their giving
                                                                       Opportunities
                                                                        to engage
                                                                          offline
• Statement of purpose for
  the community
• Community rules around
  respect
• Moderation and deletion
  of comments
• Privacy statement
• How you will use the
  posts (i.e. marketing
  material, fundraising
  etc…)
• Prohibited posts


               Terms of Use
Think Multi-Channel
• Engage on other media
• Collect contact information when possible
• Provide offline opportunities when possible
Look Outside




• Find your ideal community on other networks
• Join the ongoing conversation
• Mobilize fundraising campaign with existing
  network
CONTENT
Know Your Audience
• Define your key audiences
• Describe them
   –   Get specific
   –   What do they do?
   –   What do they care about?
   –   What moves them to action?
• What do we want them to do?
Messaging that Gets Remembered

                •   Simple
                •   Unexpected
                •   Concrete
                •   Credible
                •   Emotional
                •   Stories
More Principles of Social Content

•   Short
•   Personal
•   Shareable
•   Easy calls to action
STORIES!
• Stories often make the best content, but
  charities are really bad at telling them
Tim Horton’s
• Remember the number ONE
  • Focus on HOPE, HUMOUR, SURPRISE,
    EMPATHY [less on fear, anger, hurt]
  • Appeal to IDENTITY (from Made to Stick)


PRINCIPLES OF GOOD STORYTELLING
Other Good Social Content

• Resources, useful information, educational… but
  make it stick
• Events/urgencies
• Controversies, thought-provokers
• Reviews
• Questions, conversation-starters
Stats & Data
 •   Use with caution
 •   Make them concrete
 •   Make them relevant
 •   Focus on one stat at a
     time
The rule of thirds
• Re-use existing
  content, ADAP
  TED TO SOCIAL
  PLATFORMS
• Use content
  across
  platforms



         Recycle Content
Content for Fundraising

• Stories about impact
• Peer-to-peer
  campaigns
• Clear, concrete calls
  to action
MEASURE & LEARN
STEP 1: Set Clear Objectives

• Review your goals
• Set measurable
  objectives that will
  allow you to achieve
  your goals
Smart Objectives
  •   Specific
  •   Measurable
  •   Actionable
  •   Realistic
  •   Time-specific
EXAMPLE #2
 Share expertise on our cause within our local
 community.
GOALS
 • Use our blog to position ourselves as the go-to
   source for local media on our issue
 • Lead conversations with other local organizations
   about key issues relating to our mission.
Smart Objectives
• Increase blog subscribers by
  50% over the next 12 months
• 30% of blog posts contain
  active discussion in the
  comments about the issues
  raised – more than 3
  comments
• Increase website traffic from
  blog by 100% over next 12
  months
• Increase media calls related to
  blog topics by 25% over the
  next two years.
Define an objective
related to your goal
STEP 2: Select Metrics
Social Media Data

•   Subscribers/ Unsubscribes
•   Followers/ Unfollows
•   Comments/ Unique commenters
•   Favourites
•   Video/photo views
•   Retweets
•   Likes
•   Page/post views
•   # of posts
Social Media Data
•   Most popular posts
•   Conversations
•   Feedback
•   Repeat supporters
•   Comments
•   Recommendations
•   Click-throughs
•   Donations
•   Sign-ups
Your Measurement Tools
• Google Analytics
• Google Alerts
• Twitter search
• Facebook Insights
• Blog statistics
• Hootsuite
• Bit.ly & other link
  trackers
• Surveys
Spreadsheets!
STEP 3: Learn & Take Action!
Take Action
• Listen, learn, and adapt.
• Which posts generate conversation and
  sharing? Which don’t?
Try an Experiment!
          • Try a time-limited
            experiment on one
            of the tools
          • Reflect on what
            worked and what
            didn’t
TO-DOs
Source: Beth Kanter - www.bethkanter.org
Time Management
• How much time can you devote to social
  media?
Daily To-Dos
• Scan feeds
  – Retweet, Like, Comment
• Review alerts, mentions, comments &
  continue the conversation
• Post, schedule posts (1/3 rule)
• Seek out resources, information for posting
Scheduling
Online Notebooks &
   Clipping Tools
Weekly To-Dos
• Planning for the week
• Writing/creating posts; coordinate posts from
  other sources
• Recording data
• Update your networks
Monthly To-Dos
• Review metrics, KPIs.
  – Note trends, surprises, strong content etc…
• Review editorial calendar & adjust
Editorial Calendar


 Week                  Theme/Campaign/      Tools                     Notes
                       Message
 October 31            Smart Giving         FB, Twitter, Email,       Giving at Halloween
                                            Blog
                       Charity Gift Cards   Email, FB                 Corporate Gifts




 Theme/Campaign                             31          1         2        3        4
 Smart Giving: Halloween                    E           FB, T     B        T
 Charity Gift Cards: Corporate                                    E        FB
Quarterly To-Dos
• Review your objectives
• Key learnings from measurement
• Take action
Annual To-Dos
• Align your communications goals with your
  organization’s annual objectives
• Focus on the big lessons learned
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.org
free online resources
 Information about
  technology and social media
 Webinars
 Past webinar slides
 Learning opportunities
 Events across the country
MyCharityConnects Conference 2012
         JUNE 12 – 13 | Allstream Centre, Toronto




                 Collaborate to build a stronger sector.
                 Innovate to solve complex problems.
          Celebrate our work and the difference we’re making.


• Join non-profits from across Canada and social media
  experts for the premier social media and online
  fundraising learning opportunity of the year.
• Registration opens in February

      www.mycharityconnects.org/conference
Upcoming Webinars
           www.mycharityconnects.org

• March 28 - Being Social Inside and Out:
  Fostering a Culture of Sharing and
  Collaboration
• April 11 - The Rules Around Tools
• April 25 - Essential Twitter Tips for Your Charity
• May 9 - Preparing for a Website Redesign
• May 23 - Editorial Calendar Essentials: Organize
  and Plan Your Online Communications
for more great resources…
Questions?



        THANK YOU!
 karag@canadahelps.org
 kirstin@canadahelps.org
       @CanadaHelps
www.mycharityconnects.org

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MyCharityConnects Peel - Back to Basics: Developing a Social Media Strategy for Your Organization

  • 1. Back to Basics: Developing a Social Media Strategy for Your Organization March 20, 2012
  • 2. What is CanadaHelps? A public charitable foundation that provides accessible and affordable online technology to both donors and charities. For Charities A cost-effective means of raising funds online. For Donors A one-stop-shop for giving. CanadaHelps is a charity helping charities. CanadaHelps is giving made simple.
  • 5. It’s time to get deliberate about our use of social media
  • 6. • Canada leads the world in online engagement
  • 7. The SECRET TO SOCIAL MEDIA SUCCESS is…
  • 8. Strong Good COMMUNITY CONTENT Supported by: • Structured PLANNING • Social CULTURE • Willingness to MEASURE & LEARN • ACTIONS
  • 9. 1 Be Social 2 Planning 3 Community 4 Content 5 Measure & Learn
  • 10. Source: Beth Kanter, bethkanter.org
  • 12. Letting Go • Control • YOUR attachment to the organization • Doing what “we’ve always done” Opening Up • To meaningful involvement from donors, clients, volunteers, public etc…
  • 13. Your Your CAUSE INSTITUTION
  • 14.
  • 15. Source: The Networked Nonprofit by Allison Fine and Beth Kanter
  • 16.
  • 17.  8pm July 6th Story posted 5am July 6th
  • 18.
  • 19.
  • 20. Where Do You Fit?
  • 21. • How is your organization embracing the social culture shift? • What barriers do you face? Culture Shift
  • 22. Tips for Getting Buy-In • Sign people up for tools to reduce fear (Twitter, Google Reader, alerts etc…) • Seek out example organizations and show their success • Search for your organization & show the conversation’s already happening
  • 23. Bust Myths • Bust myths: – 73% of donors gave online last year – Baby boomers are the biggest cohort of online donors in Canada – More than 17 million Canadians use Facebook – Per capita, Canadians watch more YouTube videos than any other country
  • 24. Think Social • Conversation, not promotion • Show personality • Be quick • Add value
  • 25. Always Be Listening • Google alerts • Follow example brands and nonprofits • Google Reader, Twitter, e-newsletters
  • 26. Plug In to Networks • Join and participate in conversations happening online
  • 27. Social By Design (not by accident) • Put people at the heart of your campaign design
  • 29. How your organization uses social media • Marketing and publicity • Fundraising, donor engagement and retention • Connecting with others around your cause • Building relationship and online community • Collaboration and collective action • Sharing expertise on our issues • Movement building and social change
  • 30. • Gain exposure • Engagement • Influence • Action • Create lasting impact • Offer support Set Goals From Don Bartholomew: http://metricsman.wordpress.com/
  • 31. EXAMPLE #1 Collaboration and collective action around an unfair piece of legislation GOALS • Connect with like-minded organizations to coordinate actions • Energize an online community to take action
  • 32. EXAMPLE #2 Share expertise on our cause within our local community. GOALS • Use our blog to position ourselves as the go-to source for local media on our issue • Lead conversations with other local organizations about key issues relating to our mission.
  • 33. Select a goal for your social media
  • 34. Pick the Right Tools • Which tools best support your goals? • Where’s your audience? • What capacity do you have?
  • 35. Tools You Can Use THE BIG FOUR: • Facebook, Twitter, LinkedIn, YouTube OTHERS TO EXPLORE: • Blogs, Google+, Tumblr, Foursquare, Pinterest, Instagram
  • 36. Fish Where the Fish Are • 25% of all time online is spent on Facebook • Survey supporters about the tools they use
  • 37. Define Roles • Determine the right people for executing social media • Train accordingly
  • 38. Draft your Social Media Guidelines • Responsibility • Transparency • Copyright • Proprietary Information
  • 39. Social Media Guidelines • Privacy and personal information • Respect • Good judgement • Productivity • Personal use of social media
  • 41. Role of Community Manager • Understand & advocate for the community • Listen & engage • Problem solve & prevent crises • First point-of-contact • Lead the community to action
  • 42. Characteristics of a Good Community Manager • Have a personality • Be passionate about the cause • Care about the community • Leadership • Don’t try to control • Be prepared
  • 43. Have a Vision for Success • Strong online communities have a clear rallying cry and committed members • What would your ideal online community look like? • What actions would they take?
  • 44. • Who are they? (Middle-aged men, young mothers, teens from Parkdale etc…) • Motivations • Other communities & online activities Know Your Community
  • 45. Source: Beth Kanter, bethkanter.org
  • 46.
  • 47. Nurture All Community Members Happy Spreaders Donors Evangelists Instigators Bystanders Engaging, Regular Reasons to Resources & Ongoing interesting communication give tools support content Links to easily Peer-to-peer Recognition Thanks and share content fundraising praise! Good stories Creative ideas Stories about they can the impact of spread their giving Opportunities to engage offline
  • 48. • Statement of purpose for the community • Community rules around respect • Moderation and deletion of comments • Privacy statement • How you will use the posts (i.e. marketing material, fundraising etc…) • Prohibited posts Terms of Use
  • 49. Think Multi-Channel • Engage on other media • Collect contact information when possible • Provide offline opportunities when possible
  • 50. Look Outside • Find your ideal community on other networks • Join the ongoing conversation • Mobilize fundraising campaign with existing network
  • 52. Know Your Audience • Define your key audiences • Describe them – Get specific – What do they do? – What do they care about? – What moves them to action? • What do we want them to do?
  • 53. Messaging that Gets Remembered • Simple • Unexpected • Concrete • Credible • Emotional • Stories
  • 54. More Principles of Social Content • Short • Personal • Shareable • Easy calls to action
  • 55. STORIES! • Stories often make the best content, but charities are really bad at telling them
  • 57.
  • 58. • Remember the number ONE • Focus on HOPE, HUMOUR, SURPRISE, EMPATHY [less on fear, anger, hurt] • Appeal to IDENTITY (from Made to Stick) PRINCIPLES OF GOOD STORYTELLING
  • 59.
  • 60. Other Good Social Content • Resources, useful information, educational… but make it stick • Events/urgencies • Controversies, thought-provokers • Reviews • Questions, conversation-starters
  • 61. Stats & Data • Use with caution • Make them concrete • Make them relevant • Focus on one stat at a time
  • 62. The rule of thirds
  • 63. • Re-use existing content, ADAP TED TO SOCIAL PLATFORMS • Use content across platforms Recycle Content
  • 64.
  • 65. Content for Fundraising • Stories about impact • Peer-to-peer campaigns • Clear, concrete calls to action
  • 67. STEP 1: Set Clear Objectives • Review your goals • Set measurable objectives that will allow you to achieve your goals
  • 68. Smart Objectives • Specific • Measurable • Actionable • Realistic • Time-specific
  • 69. EXAMPLE #2 Share expertise on our cause within our local community. GOALS • Use our blog to position ourselves as the go-to source for local media on our issue • Lead conversations with other local organizations about key issues relating to our mission.
  • 70. Smart Objectives • Increase blog subscribers by 50% over the next 12 months • 30% of blog posts contain active discussion in the comments about the issues raised – more than 3 comments • Increase website traffic from blog by 100% over next 12 months • Increase media calls related to blog topics by 25% over the next two years.
  • 72. STEP 2: Select Metrics
  • 73. Social Media Data • Subscribers/ Unsubscribes • Followers/ Unfollows • Comments/ Unique commenters • Favourites • Video/photo views • Retweets • Likes • Page/post views • # of posts
  • 74. Social Media Data • Most popular posts • Conversations • Feedback • Repeat supporters • Comments • Recommendations • Click-throughs • Donations • Sign-ups
  • 75. Your Measurement Tools • Google Analytics • Google Alerts • Twitter search • Facebook Insights • Blog statistics • Hootsuite • Bit.ly & other link trackers • Surveys
  • 77. STEP 3: Learn & Take Action!
  • 78. Take Action • Listen, learn, and adapt. • Which posts generate conversation and sharing? Which don’t?
  • 79. Try an Experiment! • Try a time-limited experiment on one of the tools • Reflect on what worked and what didn’t
  • 81. Source: Beth Kanter - www.bethkanter.org
  • 82. Time Management • How much time can you devote to social media?
  • 83. Daily To-Dos • Scan feeds – Retweet, Like, Comment • Review alerts, mentions, comments & continue the conversation • Post, schedule posts (1/3 rule) • Seek out resources, information for posting
  • 85. Online Notebooks & Clipping Tools
  • 86. Weekly To-Dos • Planning for the week • Writing/creating posts; coordinate posts from other sources • Recording data • Update your networks
  • 87. Monthly To-Dos • Review metrics, KPIs. – Note trends, surprises, strong content etc… • Review editorial calendar & adjust
  • 88. Editorial Calendar Week Theme/Campaign/ Tools Notes Message October 31 Smart Giving FB, Twitter, Email, Giving at Halloween Blog Charity Gift Cards Email, FB Corporate Gifts Theme/Campaign 31 1 2 3 4 Smart Giving: Halloween E FB, T B T Charity Gift Cards: Corporate E FB
  • 89. Quarterly To-Dos • Review your objectives • Key learnings from measurement • Take action
  • 90. Annual To-Dos • Align your communications goals with your organization’s annual objectives • Focus on the big lessons learned
  • 91.
  • 93. www.mycharityconnects.org free online resources  Information about technology and social media  Webinars  Past webinar slides  Learning opportunities  Events across the country
  • 94. MyCharityConnects Conference 2012 JUNE 12 – 13 | Allstream Centre, Toronto Collaborate to build a stronger sector. Innovate to solve complex problems. Celebrate our work and the difference we’re making. • Join non-profits from across Canada and social media experts for the premier social media and online fundraising learning opportunity of the year. • Registration opens in February www.mycharityconnects.org/conference
  • 95. Upcoming Webinars www.mycharityconnects.org • March 28 - Being Social Inside and Out: Fostering a Culture of Sharing and Collaboration • April 11 - The Rules Around Tools • April 25 - Essential Twitter Tips for Your Charity • May 9 - Preparing for a Website Redesign • May 23 - Editorial Calendar Essentials: Organize and Plan Your Online Communications
  • 96. for more great resources…
  • 97. Questions? THANK YOU! karag@canadahelps.org kirstin@canadahelps.org @CanadaHelps www.mycharityconnects.org

Editor's Notes

  1. Hi – who I am, introduce KB
  2. PositionOrganizationSocial media tools you use(takes time)
  3. Basic structure – not necessarily for beginners – but many tips for those who’ve used the tools for a while. My goal from this presentation is not to lock you all into some sort of step-by-step guide to success but rather to share what different organizations are doing and what we can all learn regardless of where we fall on the spectrum of awareness with the tools themselves.Less about tools, more about strategy to support use
  4. Many of us, CH included, jumped on board without a plan… and I think that’s okay, but we do have to take it to the next level.More structure, planning and thought into why the heck we’re all doing thisWhat are your organization’s mission, goals, objectives, and thing like that…and how does your SM strategy fit into that?There’s always a learning curve. I think one of the best ways to learn is from each other so I’d like to ask:Question to the room – anyone with a plan? What’s working for you and what’s not?
  5. ComScore – a market research company. Great report on Canada’s Digital Future and what we can look forward to in 2012. Average of 45 hours per month onlineFacebook = growth in hours, but at point of saturation in terms of # of signups. I know that in Jan. or Feb. of this year, Infographic Labs released an infographic called Facebook 2012 (easily searchable if you just Google Facebook 2012 infographic) and the stats showed that 50.3% of North Americans are on Facebook. Twitter, LinkedIn and Tumblr are all growing networks so they’re definitely worth keeping an eye on. Video is growing – Canadians love YouTube more than anyone elseIf you are looking to expand onto new/other social networks, I’d really recommend taking a look at reports like this one first – I find they’re often full of really useful information even for nonprofits.
  6. The place I started with this presentation= question we always get askedTalk about MCC – For me, I think it really comes down to two things…
  7. Building a strong community and having good content Supported by:
  8. The assumption I’ve made in pulling this information together is that everyone in this room has very limited (if any) budget for sm, and very limited (if any) time for social mediaWe’re not going to concentrate on things like hiring consultants or spending all our time on SMYou’ve seen some value, but aren’t sure yet what that translates to
  9. Note = okay to be where you are. Not everyone is a social media superstar and that’s completely okay.This is just to help give you an idea of what you need to do depending of where you aredon’t have to do everything.Pick a couple of goals and pursue them in the next 6-12 months
  10. Success on social media isn’t just about knowing how to use the tools, it’s about having a culture at your organization that allows you to be successful with them. Sm is never about just another communications channel added on to the others you’ve already used. It represents a larger cultural shift (who knows which came first sm or culture) around engagement and people’s expectations of their interactions with your causeDemand for transparency, real connection – people don’t have patience for insititutions. They want to know there are real people doing the work that they can connect with.Chicken & Egg - did SM change culture or did culture facilitate SM
  11. Social orgs are about letting go and opening upEven letting people help to define what you do, where your org goes nextExtreme example = Mozilla Foundation-Foundation is open – weekly meetings are open to the world and people can call in and offer suggestions.Not what we’re suggesting – but what would it be like if a client felt they could come to a board meeting and say this isn’t working ..or if donors could say exactly what kind of impact they want to see.Let go of your attachment to the org. what you want and how you understand itWe are more connected than those external to the org…Annual report – but who reads it? With SM, you can actually see what people read and engage with..so why are you pouring resources into Let external people help define what you do.
  12. Cause is often framed as your mission and visionHuge cultural shift Organizations that remain laser-focused on the cause, on their mission and vision, fare much better in a social space than organizations that focus on their institutionOur work is framed around supporting our institutionsSM that focuses on institutions doesn’t do well.
  13. How many have heard about Networked Nonprofit?Beth Kanter & Allison Fine wrote a book about the ways in sm is bringing about or signalling a shift in the ways that nonprofits operate. It’s an interesting book – and I know that not all of us are going to change over night – I do recommend it, thoughBuilding relationships, simplicity, building trust through openness, open governance structures, learning organizationIt’s not a how-to guide; rather its about nonporfits changing how they work.
  14. Here’s more about what they mean by networked nonprofitFree agents – people who are unaffiliated and want to offer their skills & support to an org.Like a volunteer.Crowds – letting the crowd determine next steps. What to post on your blog – ask that question to your readers and let them decide? Loops – short cycles – what’s working/what’s not/ how can we change/update. No experiment is ever a failure because we can always learn.Get support Google+ & Intel
  15. One way to tell if the organization is social/networked or not is to look at how they behave during a communications crisisThis could be Scouts Canada, Komen Foundation in the US recentlyThis has nothing to do with the quality of the organization or the work that they do, this has to do with how they act when the spotlight is turned on them.In a social context, currently – how do they behave. Situation – CBC broke the story about the % of money put towards research has been going down. Even though the $ value has been rising. CBC said CCS spent more on fundraising than on research.Lots of criticism on how this research was done and we know they do great work.And they didn’t handle it well when this crisis was turned on them.
  16. What do you say? Something human – we’re listening. We value investments on research. We are working on info. To help everyone understand how we spend our money. Thanks for your continued support.Don’t spout facts at people.This was a lost opportunity.People don’t get mad unless they have emotionally attachment.IF you have someone upset enough to tweet about your cause, don’t kill that love.
  17. On the other end of the spectrum.She responded as a human would with humour. But only use humour if you can pull it off. Even if this person had written opps, the previous tweet wasn’t meant for universal consumption, that could have worked.
  18. GROUP DISCUSSION: How you embracing the shifts? Have you been seeing any trouble spots?ObstaclesBuy in at Board, CEO/ED levelTips for othersWho uses social media at your organization?Social culture
  19. Signing Owen up for Twitter. Signing mom up for Facebook.
  20. 4 – no one cares what you had for lunch.More competencies for this new world order include: (next slide)
  21. - One of the ways that social media is changing all of our jobs (the way that email changed everyone’s jobs years ago) is that we now need to understand the ways that our work is connected to other organizations, other people – it’s socializing our work. One of the key competencies in this new work reality is the ability, willingness to listen to others in our ecosystem. How many of you have Google Alerts. People are talking about you and you need to be tracking it.
  22. You can’t expect to know about how to manage an online network if you’re not a part of any. There are networks out there that are relevant to your cause… join them, and participate in the conversationBlogs, nptech
  23. Bring social media into the planning and execution of programs and campaignsNo longer about we need to raise $x but about what people want from us and how we can best help facilitate their goals to help achieve our goals.You can’t build a campaign you’ve always had and just add SM on to it. Think about what your communities want and build that from the ground up.
  24. One thing most of us don’t do much of around sm is planningPlanning = essential to ongoing successw/o it, we can’t really understand how sm supports our MISSION, causeIf it doesn’t support our cause, we shouldn’t be doing it.A lot of people do SM for the sake of SM. All the work you do needs to support your org’s mission. IF it’s not helping you get where you need to go, then try something else.
  25. Example of do we communicate with our clients via social media, or should I take the client who’s contacted me via Twitter and move that conversation offline to the right person internally to respond to their questions. Clearly outline the reasons that your organization engages in social media toolsHelps employees decide what information to post and which tools to useProviding your employees with clear guidance on the ways your organization usesEdmonton, Calgary = most important slide in terms of setting policies.If you say we’re not ready for this right now, then it helps define what you’re actually going to do next.Are you trying to do them all? You shouldn’t be. Focus your efforts.
  26. How can social media support your organization’s overall goals?Essential step that people miss. IF you don’t have goals then you can’t measure.
  27. Write down a goal
  28. Select a goal that supports your mission and your overall goals for using the tools.See if someone wants to walk through their goal.
  29. Survey your desired audience to see which tools they are usingDon’t have to be on all the tools, choose the right onesCh = twitterBlog FB???
  30. Again you need to pick a tool that supports your goal. If you’re trying to build a space for young people, don’t go to LinkedIn. If you don’t have the resources for video, don’t choose YouTube.
  31. When in doubt, or if more than one tool could support your goals, it’s best to go where your supporters are to build the most robust community. Facebook is probably the best because statistically speaking you’ll find more people there than on any other network.
  32. HRSDC story (we did a survey – it blew us away how many people had someone very loosely affiliated with the org. doing social media just because they were young) You have to understand the power of social media. This person is communicating widely and publically on behalf of your brand.Don’t let fear of the tools themselves define who gets the job. If your CEO should be tweeting, teach them how to tweet. Who knows your messaging, comfortable talking to people about your messageTrain for knowledge about the toolsThink about backups/emergencies
  33. Set your social media guidelinesResponsibility – your org. is responsible for what it posts & individuals are responsible for what they post.SM hasn’t been tested by Case law – but I’m not a lawyer. The electronic comm that has been tested is that you’re not responsible for others’ posts even if they’re on your site.Transparency – you can’t hide who you are on SM (be open about your affiliations to your orgs)Copyright – be away of others copyright. Everything online is public and easily searchable/accessible. You could be charged for violating copyright laws.Proprietary info – around your own information. Private info. Police chief in US who was sharing details of cases on FB. His point – its nothing I didn’t used to share in a backyard bbq before. Someone talking about donor/donation before it’s been finalized.
  34. What are you comfortable sharing. Donor info? Get permission first.You’re not behind a cloak of anonymityProductivity –a SM policy isn’t an HR policy .5. For orgs to think through how someone’s personal use of SM can affect brand. Hire good people who you trust. Educate them. ‘views are my own’.
  35. Story about a friend who was an app developer and decided he wanted to start blogging full time about music. He’d been tweeting for years about a very niche area of the Toronto/South Western Ontario indie music scene and when he decided to quit his job to start blogging full time, he knew he couldn’t sustain his current lifestyle so he put an ask out on Twitter and the response was overwhelming! What did he already have? An engaged community online of people interested in what they’re doing. If you don’t have an nurture your online community, you can’t expect to turn to it when needed and have success engaging people to take action… often the missing piece that people don’t talk about. IT’s not just about content and posting good things. But we need to build communities online and nurture them.IT TAKES TIME to nurture community. According to The Networked Nonprofit, it takes around 12-18 months to get a community up and running.Can’t sign up for tools & start asking for $$
  36. You have a new job, congratulations. On top of everything else you do.This is often a shift in perspective… used to being outward communication person, not community engagement person
  37. Be prepared with answers to common questions, and what you might do if there’s an attack or crisis online. Example – how much do you spend on admin fees.
  38. This will relate to the goals you have established for your social media presence. If you’re wanting to raise funds and awareness, you want a community of people committed to your cause, willing to share your information with their networks.If instead you’re trying to support a community dealing with a particular illness, you’ll want a community of FEEDBACK – what would your ideal online community look like?
  39. don’t go after everybody, you’ll never get everybody on boardDon't think you're talking to the public.Pick your key audiences and understand them. Why are they online? What are they doing? what other activities/groups/communities are they part of?
  40. But it’s not just about who your audiences are…but about how engaged they are.Understand your communityNot everyone’s going to be a donor or upThat’s okKnow who they are, especially those at the top of this list. – have their name and twitter handle on hand. Engage them.
  41. A great example of what I’m talking about when it comes to knowing your supporters.This is from around a year ago – April 2011, when the Crohn’s and Colitis Fdn. of Canada was trying to promote their Gala – A Gutsy Affair. What was really great about this is the way Jo (@clickflicca) approached the promotion. 1. He tweets about the event to his 6000+ followers. 2. he posts this on his blog, which I know he promotes on Twitter, Tumblr, Facebook, and other social networks he’s using. 3. He gets people who want to win the two tickets to the event to tweet about Crohn’s disease…this is a multiplication effect because now not only is one person tweeting this to their followers, you have multiple people tweeting it to multiple lists of followers. I clearly remember when this happened because it was around this time last year that I was personally started to wade a little deeper into Social Media (especially twitter) and I was compiling a list of young, influential people in Toronto who I should be following. Believe me, when Jo started this campaign, I couldn’t have missed it even if I wanted to because it spread like wildfire in the Toronto Young Professionals community. To get involved, I personally went from being a Happy Bystander, to a Spreader, to a Donor within 1 or 2 weeks.
  42. Don’t ignore anyone in your community. You never know when a bystander will have more time and become an evangelist. Or more $ and become a donorIt’s not about having everyone being an instigator but nurture everyone.
  43. When you run a social media site, you want to make sure that it’s used for the purpose you intended and that it becomes an enjoyable, safe place for people to visit.If you run a community, develop a terms of use. Your twitter feed doesn’t become this kind of community. Charity pages, blogs – sometimes they can become like support groups and that’s when you need things like a terms of use.
  44. Email is still vitally important. Don’t ignore it. Make it a goal to collect email addresses of people in your SM communities. People aren’t in your FB community exclusively. There are overlapping groups. Don’t think of them individually but rather, think of how everything works together.Calls to actions in email are more successful than on SM. So one of the things you can do is find supporters on Facebook, collect their contact information and then present them with calls to action via eblasts rather than just as a post on your Facebook page or Timeline.Another thing that is important – create as many offline opportunities as possible.
  45. Find communities on other networks so if you’re an org like Heart & Stroke foundation you can look for groups where people are trying to get healthy like a running group.Twestival – a fundraising campaign but it mobilized a group of tech people interested in using SM for good. It didn’t try to create a cause and find people but rather mobilized an existing community.
  46. Always think about your audience when you’re developing contentWhat moves your audience to take action? You cant develop content for the public. Better content is developed with an actual person in mind.Usually, you develop content by thinking about your organization. What goals are you trying to achieveThat’s wrong… think first about your audienceWhen writing/creating a specific piece, aim it at a particular group and you’ll find better results
  47. Simple – core message. Our issues are complex, but we can’t expect people to understand them the way we do. In each communications piece, pick one core concept you want to conveySurpriseTangible, clear plain language. Help people understandWho’s telling the message. Online, ppl. are MUCH more likely to trust friends and connections than brandsWho has credibility in your community? Get them on boardEx. Teens? Find a spokesperson they relate to, not a doctor or a teacherPeople make decisions based on emotions rather than on rational thinking.
  48. This is a tragedy. Our stories could and should change the worldWe are so focused inward, on our own organizations, we can’t see the stories that would move our supporters to actionNo one really cares about how many people attended a literacy program last year vs. 2010 or the details about why a newly approved treatment is important to people fighting cancerYou doThey care about Sam, the 75 year-old grandfather who can read to his grandchildrenThey care about Amanda who is going to her daughter’s graduation
  49. Heart and StrokeDon’t mess with Texas
  50. Showcasing video b/c it’s one of the best, easiest ways to share a moving story- shareable!!! People love to share videos
  51. Movie popcorn – 37 grams of saturated fat… so what?Medium popcorn = Equivalent of bacon and egg breakfast, big mac and fries AND a steak dinner with trimmings… combined
  52. Add credit to Kyle MacKenzie at farming retreat/ Earth Day CanadaUsConversationCommunity
  53. You should be using the content on different networks but make sure it’s adapted to social platforms. When you’re starting to get sick of it, that’s when you know is people are finally getting it. Annual reportsVolunteer storiesDonor storiesEditorial pieces
  54. Another thing you can do is take the stats from your AR and turn them into an infographic. My personal rule: 3 S’s : Short, simple, sharable.
  55. - Kiva & gift catalogues work really wellBBBS story in Southern Ontario (it was sort of like an afterthought – oh we need the $ tonight for this big and little to go out to dinner) – think of how your messaging can be like that. Simple can be really impactful if it’s done right.P2P – makes it so much easier to share thing.
  56. One of the most powerful things about online communications/social media is that there’s data to track
  57. CHANGE PICTURE
  58. Keep these in mind.
  59. This sounds easy, but we find it’s one of the harder things for people to doThen you can set objectives related to your goal,Objectives by definition include something that is measurableSpecific? Measurable?Actionable? Realistic? Time-specific?
  60. there’s so much data out there online – which is one of it’s enormous strenghts, but it’s easy to get overwhelmed with information. It’s also easy to start measuring things for the sake of it… even if it doesn’t support our goals as an organization.So, our next step is to select the right metrics or key performance indicatorsSelect one or 2 (but really just one) metric per objective. Don’t go overboard
  61. Number of Subscribers – blog, email, e-newsletter – as well as those who unsubscribe (this can tell us a lot more)FollowersFans (FB)The value in these being potential ambassadors for the organization – how do you measure the value on that?
  62. Number of Subscribers – blog, email, e-newsletter – as well as those who unsubscribe (this can tell us a lot more)FollowersFans (FB)The value in these being potential ambassadors for the organization – how do you measure the value on that?
  63. UPDATE THIS SPREADSHEETYou don’t need something really sophisticated. Track on a weekly basis and consolidate monthly.
  64. This is the missed step in measurement. You can’t just measure and create a report and then send it to your ed and that’s done. You measure for a reason – to understand what’s working, what’s not and to take action accordinglyLearning Loops in the networked non-profitQuarterly review
  65. Listen learn adaptAre some of your posts generating a lot of links, likes retweets? Is a particular community really active online and promoting you? Does this signal a new strategy you should take?Does something you post regularly never take off – stinks? Stop doing it.
  66. IF you still don’t know how to measure or what to measure then I think it’s good to try an experiment and what kind of measurements you can track.Safe framework because it’s not everything – just one campaign.
  67. Facebook: 5-6 times per week was the optimalTwitter: 5-6 times per day!- That doesn’t mean you have to do that, it just means that’s what others have found as the right amount to support their community.
  68. it’s better to do this daily for 20 mins than once per week for ½ a dayBe in the conversation – it’s not just about what you’re going to postRESOURCES: Google reader subscriptions, email news, emails from staff
  69. One way to manage your day to day is Co-tweet, social oomph are others.
  70. You are a content creator now, and you’ll need to devote time in your schedule to either creating that content, or curating content from other sources
  71. it’s better to do this daily for 20 mins than once per week for ½ a dayBe in the conversation – it’s not just about what you’re going to post
  72. One thing social media does do is add a number of channels to your communications. It’s good to keep track of your communications and reach with an editorial calendarUse regular office programs: spreadsheet or Word… if you want something that’s collaborative, online: Google Documents or SmartSheet
  73. it’s better to do this daily for 20 mins than once per week for ½ a dayBe in the conversation – it’s not just about what you’re going to post
  74. it’s better to do this daily for 20 mins than once per week for ½ a dayBe in the conversation – it’s not just about what you’re going to post
  75. - implement even some of these things, you’ll be so far ahead most companies & nonprofits on sm tools
  76. Fourth annual conferenceJoin non-profits from across Canada and social media experts for the premier social media and online fundraising learning opportunity of the year.After 3 sold-out years, MyCharityConnects is back and better than ever for 2012. Join us for thought-provoking keynotes, practical how-to workshops and plenty of chances to learn from other non-profits about what works online… and what doesn’t.
  77. Updated list - http://mycharityconnects.org/webinars/