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Beth	
  Kanter (@kanter)
April,	
  2016	
  	
  -­‐ New	
  Orleans
Leveraging	
  Social	
  Media	
  Ambassadors	
  in	
  Service	
  of	
  
Your	
  Foundation’s	
  Digital	
  Strategy
Beth	
  Kanter:	
  	
  Master	
  Trainer,	
  Author,	
  Speaker	
  and	
  Blogger
@kanter
www.bethkanter.org
• Identify  one  step  to  
improve  your  brand  
social  media  
strategy
• Identify  action  steps  
to  implement  a  
social  media  
ambassador  strategy  
Topics OUTCOMES
• Peer	
  Learning
• Interactive
• Practical	
  
FRAMING
Introductions	
  and	
  overview
Your	
  Community	
  Foundation’s	
  
Social	
  Media	
  Strategy:	
  Refresher
Social	
  Media	
  Ambassadors
-­‐ Why	
  and	
  What
-­‐ Insiders
-­‐ Outsiders
Reflection	
  and	
  Action	
  Steps	
  
Agenda
Who	
  is	
  in	
  the	
  room?	
  
• Responsible	
  for	
  developing	
  Foundation’s	
  digital	
  strategy	
  for	
  
brand	
  (Web	
  Site,	
  Email,	
  Social,	
  and	
  Mobile)
• Implements	
  brand	
  social	
  media
• Oversees	
  someone	
  else	
  on	
  team	
  who	
  implements	
  brand	
  
social
• %	
  of	
  time	
  spent	
  on	
  social	
  media	
  as	
  part	
  of	
  your	
  job
• Use	
  social	
  media	
  as	
  an	
  individual	
  or	
  personal	
  brand
Before	
  Social	
  Media	
  and	
  Networks
Leveraging	
  Networks	
  As	
  Part	
  of	
  Digital	
  Strategy
CRAWL WALK RUN FLY
Where  is  your  community  foundation?    
Objectives  and  
audiences  for  social  
part  of  Digital  Strategy
Uses  most  mainstream  
social  channels  as  part  
of  content  strategy,  but  
not  consistent
Leader  and  employees  
use  social  but  lacks  
ambassador  strategy
Content    Strategy,  
Consistent    Process  for  
basics
Uses  niche  social  
channels  
Informal    Ambassadors  
Strategy,  Socially  
Engaged  Leaders/Staff
Some  measurement    
and  learning  in  all  
above
Digital  Strategy  
Development
Culture  Change
Sporadic  content  
strategy  and  social  
presence
Lack  of  social  
media  
ambassadors,  
inside  or  outside
Multi-­Channel  Engagement,  
Content  Strategy,  Internal  
Process,  and  Measurement
Strategic  pilots  with  
emerging  social  media  
channels
Formal  Ambassadors    
Strategy  – insiders/outsiders
Reflection  and  Continuous  
Improvement
Think,	
  Write,	
  Share,	
  Pop
• Where	
  do	
  you	
  need	
  to	
  improve	
  in	
  using	
  social	
  media	
  to	
  
get	
  to	
  the	
  next	
  level?
• What	
  is	
  your	
  burning	
  question?
Foundation	
  Brand	
  Strategy	
  on	
  Social	
  Media	
  Channels:	
  	
  Refresh!	
  
Source:	
  	
  Pew
MAINSTREAM	
  SOCIAL	
  MEDIA	
  CHANNELS
Facebook	
  Page	
  is	
  the	
  new	
  yellow	
  pages.	
  	
  Simple	
  to	
  update and	
  largest	
  
user	
  base.	
  Advertising	
  is	
  a	
  necessary	
  evil.
Your	
  audiences	
  wants	
  to	
  talk	
  to	
  a	
  real	
  person.	
  Twitter	
  is	
  great	
  for	
  this.	
  	
  
Also	
  good	
  for	
  reaching	
  influencer	
  audiences:	
  media,	
  journalists,	
  policy	
  
makers,	
  etc.	
   Driving	
  traffic	
  to	
  web	
  site	
  and	
  other	
  social	
  channels
LinkedIn	
  is	
  great	
  for	
  professional	
  networking	
  for	
  both	
  
individuals	
  AND	
  brands.	
  	
   Potential	
  audiences	
  for	
  CF:	
  
professionals	
  who	
  work	
  in	
  business,	
  nonprofit,	
  and	
  
government.	
  	
  	
  	
  
People	
  are	
  consuming	
  video	
  content	
  more	
  and	
  more.	
  YouTube	
  
influencersand	
  celebrities. Easily	
  repurpose	
  video	
  for	
  other	
  
platforms, although	
  native	
  video	
  on	
  Facebook	
  performs	
  better.
Niche	
  Social	
  Media	
  Channels
Great	
  platform	
  to	
  connect	
  with	
  audience	
  that	
  appreciate	
  visual	
  
content.	
  	
  Leverage	
  hashtags,	
  geotagging	
  and	
  influencers	
  on	
  
Instagram	
  in	
  your	
  topic	
  area.	
  	
  Instagram	
  has	
  a	
  large	
  Gen	
  Z	
  and	
  Y	
  
user	
  base.	
  Personal and	
  foundation	
  brands.
Good	
  for	
  Brands	
  with	
  a	
  lot	
  of	
  visual	
  content.	
  	
  Easy	
  way	
  to	
  curate	
  
content	
  from	
  your	
  programs	
  or	
  other	
  related	
  sources.	
  	
  Big	
  user-­‐
base	
  for	
  food,	
  fashion,	
  fitness,	
  and	
  other lifestyle.	
  	
  More	
  
discovery	
  vs	
  social	
  media.
Long	
  form	
  content,	
  online	
  magazine,	
  and	
  network	
  where	
  
stories	
  are	
  shared	
  and	
  connected	
  with	
  audience.	
  	
  Tech
influencers,	
  journalists,	
  and	
  growing	
  number	
  of	
  
nonprofits/philanthropy.
Blogging platform	
  Tumblr	
  are	
  great	
  for	
  shareable	
  short-­‐form	
  
multimedia.	
  	
  	
  Popular platform	
  with	
  millennial	
  audience	
  and	
  
micro-­‐interest	
  communities. Some nonprofits	
  use	
  it	
  to	
  curate	
  
and	
  share	
  repurpose	
  content	
  on	
  other	
  channels.
User	
  generated	
  news	
  links	
  and	
  votes	
  to	
  promote	
  stories	
  to	
  
the	
  front	
  page.	
  	
  Engaged	
  community	
  ofusers	
  comment	
  
and	
  share.
Emerging	
  Social	
  Media	
  Channels
Live	
  video	
  streaming	
  mobile	
  app	
  that	
  allows	
  audiences	
  
to	
  interact	
  with	
  brand	
  in	
  real	
  time
Messagingapp	
  that	
  allows	
  users	
  to	
  share	
  “snaps’	
  –
photos,	
  text,	
  video	
  with	
  friends	
  or	
  all	
  followers.	
  
Largest	
  users	
  are	
  Millennials	
  and	
  GenZ.	
  
Blab,	
  a	
  live	
  video	
  app,where	
  you	
  can	
  join	
  live	
  
conversations	
  online	
  with	
  different	
  topics.	
  	
  Popular	
  
with	
  technology	
  crowd.
Many	
  more	
  but	
  my	
  head	
  just	
  exploded.	
  	
  Follow	
  
@girardinl on Twitter
Flickr	
  Photo:	
  graceinhim
• What	
  social	
  media	
  channels	
  will	
  help	
  our	
  community	
  
foundation	
  reach	
  our	
  goals?
• What	
  social	
  media	
  channels	
  does	
  our	
  existing	
  audience	
  
already	
  use	
  to	
  get	
  information?
• What	
  social	
  media	
  channels	
  does	
  the	
  audience	
  we	
  need	
  to	
  
reach	
  use?
• What	
  are	
  our	
  “anchor”	
  social	
  media	
  channels?
• What	
  are	
  our	
  stretch	
  social	
  media	
  channels	
  where	
  we	
  have	
  the	
  
capacity	
  to	
  listen,	
  experiment,	
  and	
  learn?
• Where	
  can	
  we	
  standout	
  and	
  get	
  value?
• Donors
• Supporters
• End	
  Users	
  of	
  Programs
PEOPLE
• Policy	
  makers
• Journalists
• Business	
  Leaders
INFLUENCERS
• Partners
• Local	
  Organizations
• State	
  and	
  National
ORGANIZATIONS
DEFINE	
  EXISTING	
  AND	
  POTENTIAL	
  AUDIENCE	
  
• What	
  keeps	
  them	
  up	
  at	
  
night?
• What	
  are	
  they	
  currently	
  
seeking?
• What	
  social	
  media	
  channels	
  
do	
  they	
  use	
  for	
  information?	
  
• What	
  influences	
  their	
  
decisions?
• What	
  influences	
  their	
  
attitudes?
• What’s	
  important	
  to	
  them?
• What	
  makes	
  them	
  act?	
  
DEFINE	
  MEASURABLE	
  GOALS
Reach	
  
Inform
Engage
Action
Donate
Monitoring
Engagement
Content
Advertising
Brand	
  
Ambassadors
Influencers
Social	
  Strategy	
  Building	
  Blocks
https://topnonprofits.com/free-­‐editorial-­‐calendar-­‐campaign-­‐planning-­‐documents/
Think,	
  Write,	
  Share,	
  Pop
• What	
  are	
  your	
  objectives?
• Who	
  is	
  your	
  target	
  audience(s)?
• What	
  is	
  your	
  content	
  strategy?
• What	
  do	
  you	
  need	
  to	
  measure	
  to	
  improve?
A	
  few	
  simple	
  tips	
  to	
  think	
  about	
  content	
  and	
  measurement	
  
for	
  social	
  channels
ORGANIZING	
  THE	
  PROCESS
• Regular	
  meetings	
  to	
  brainstorm	
  and	
  discover	
  themes
• Idea	
  Dashboard
• Pre-­‐Planning	
  and	
  batch	
  creation	
  makes	
  it	
  more	
  efficient
• Editorial	
  Calendar
• Organize	
  Content	
  Assets
• Evergreen	
  Content
Recycle,	
  Repurpose,	
  Reuse
Result Metrics AnalysisQuestion
Consumption Views
Reach
Followers
Does	
  your	
  audience care	
  about	
  the	
  topics	
  your	
  
content	
  covers?	
  	
  Are	
  they	
  consuming	
  your	
  
content?
Engagement Re-­‐tweets
Shares
Comments
Does	
  your	
  content	
  mean	
  enough to	
  your	
  
audience	
  for	
  them	
  to	
  share	
  it	
  or	
  engage	
  with	
  it?
Action Referrals
Sign Ups
Phone	
  Calls
Does	
  your	
  content	
  help	
  you	
  achieve	
  your	
  goals?
Revenue Dollars
Donors
Volunteers
Does	
  your	
  content	
  help	
  you	
  raise money,	
  recruit	
  
volunteers	
  or	
  save	
  time?
Measure	
  to	
  Improve
So	
  Many	
  Channels,	
  So	
  Little	
  Time
• Master	
  the	
  mainstream	
  platforms:	
  objective,	
  audience,	
  
content
• Right	
  size	
  to	
  your	
  capacity
• Experiment	
  with	
  adding	
  niche	
  or	
  experimental	
  channels,	
  
with	
  small	
  pilot	
  first	
  to	
  learn	
  and	
  incrementally	
  investing	
  
based	
  on	
  results
• Repurpose	
  and	
  recycle	
  content	
  creatively	
  across	
  channels
• Measure,	
  learn,	
  improve
• Snapchat	
  is	
  a	
  mobile	
  app	
  that	
  lets	
  users	
  share	
  
photos	
  and	
  videos	
  that	
  are	
  deleted	
  in	
  24	
  hours.	
  
• Snapchat	
  users	
  share	
  snaps	
  privately	
  with	
  a	
  few	
  
friends,	
  or	
  as	
  stories	
  with	
  all	
  their	
  followers.
Launched	
  in	
  2011
100	
  million	
  users
6	
  billion	
  video	
  views	
  every	
  day
86%	
  of	
  Snapchat’s	
  users	
  fall	
  into	
  the	
  13	
  – 37	
  age	
  range
A	
  small	
   number	
  of	
  nonprofits/foundations	
  experimenting:
http://bit.ly/1RCI8n8
Cheat	
  Sheets	
  and	
  Tutorials:	
  You	
  Are	
  Never	
  Too	
  Old	
  To	
  Barf	
  Rainbows
http://www.bethkanter.org/snapchat-­‐over50/  
Exercise:	
  	
  
WOOP	
  Your	
  Brand	
  Social	
  Media	
  Strategy
• Something	
  you	
  can	
  accomplish	
  with	
  Snap	
  Chat	
  or	
  
other	
  channel	
  that	
  is	
  exciting,	
  challenging,	
  and	
  
realistic	
  with	
  a	
  target	
  audience as	
  an	
  experiment
Wish
• The	
  best	
  result	
  from	
  accomplishing	
  your	
  goal.	
  Outcome
• The	
  obstacles	
  that	
  prevent	
  you	
  from	
  
accomplishing	
  your	
  goal.Obstacle
• What is	
  your	
  action	
  plan?Plan
Monitoring
Engagement
Content
Advertising
Brand	
  
Ambassadors
Influencers
The	
  Five	
  Building	
  Blocks	
  of	
  Social	
  Strategy
Redefining	
  Brand	
  Ambassadors	
  in	
  An	
  Age	
  of	
  Social	
  Media
• Any	
  stakeholder	
  
passionate	
  about	
  
organization
• Shares	
  information
• Inspires	
  their	
  social	
  
networks	
  to	
  take	
  action
The	
  Most	
  Valuable	
  Ambassadors:	
  Insiders
Believe	
  Community	
  Foundation’s	
  Work
Understand	
  Community	
  Foundation	
  
Strategy	
  
Subject	
  Matter	
  Expertise
Aligned	
  Professional	
  Networks
Know	
  the	
  Sector	
  and	
  Community	
  (Really	
  
well!)
Already	
  Use	
  Social	
  
Here’s	
  Why:	
  	
  Trust	
  of	
  Nonprofit	
  Brands	
  Is	
  Eroding
They	
  Are	
  Already	
  Using	
  Social	
  Media	
  Anyway,	
  Why	
  Not	
  Leverage?
Leadership	
  Profile	
  on	
  Social:	
  Benefits
• More	
  Trust
• Expanded	
  Social	
  Reach,	
  
Engagement	
  and	
  Capacity
• Less	
  Risk
• Flexibility
• Perspective
• Professional	
  Learning
Socially	
  Engaged	
  Staff:	
  	
  Benefits
Objective Value
Increase	
  employee	
  engagement	
  
by	
  x%	
  by	
  end	
  of	
  fiscal	
  year
Improves	
  internal	
  communications, collaboration
Improves	
  loyalty, buy-­‐in	
  to	
  mission	
  
Decreases	
  burnout	
  and	
  turnover
Recruit	
  XX	
  number	
  of	
  social	
  
media	
  ambassadors	
  by	
  launch	
  of	
  
campaign
Free	
  up	
  communications	
  staff	
  time	
  for	
  more	
  strategic	
  
planning	
  versus	
  doing	
  
More	
  gets	
  done
Less	
  burden	
  on	
  existing	
  volunteers	
  or	
  staff
Increase	
  reach	
  by	
  xx%	
  by	
  end	
  of	
  
the	
  fiscal	
  year
Increases	
  donors	
  to	
  campaign
Increases	
  the	
  number	
  of	
  email	
  prospects
Change	
  in	
  attitude	
  and	
  
increased	
  trust	
  in	
  	
  your	
  
organization	
  xx%	
  by	
  the	
  end	
  of	
  
the	
  fiscal	
  year
Percentage	
  likely	
  to	
  volunteer	
  or	
  donate	
  increases
Improve	
  relationships	
  with	
  
existing	
  donors	
  and	
  volunteers	
  
xx%	
  by	
  the	
  end	
  of	
  the	
  fiscal	
  year
Better	
  management,	
  more	
  stable	
  finances
Improve	
  engagement	
  with	
  
stakeholders	
  xx%	
  by	
  the	
  end	
  of	
  
the	
  fiscal	
  year
Better	
  feedback	
  and	
  ideas	
  for	
  innovation
Better	
  understanding	
  of	
  attitudes	
  and	
  perceptions	
  of	
  
stakeholders
Nonprofit	
  and	
  Foundation	
  Examples
RWJF:	
  	
  	
  Foundation	
  Strategy	
  -­‐ #cultureofhealth
“We	
  believe	
  that	
  striving	
  
toward	
  a	
  culture	
  of	
  health	
  
will	
  help	
  us	
  realize	
  our	
  
mission	
  to	
  improve	
  health	
  
and	
  health	
  care	
  for	
  all	
  
Americans. ”
GOALS
Inform
Behavior	
  Change
Audience:
Grantees,	
  Researchers,	
  Policy	
  
Makers,	
  Practitioners
http://www.cultureofhealth.org/
Socially-­‐Engaged	
  Staff	
  Support	
  #cultureofhealth
Audience:
Specific	
  content	
  areas,	
  grants,	
  
and	
  communities
Socially-­‐Engaged	
  Staff:	
  Social	
  Media	
  Plans	
  and	
  Personal	
  Brands
Adding	
  Social	
  to	
  Thought	
  Leadership	
  Activities
In	
  the	
  field
Sharing	
  Expert	
  Presentations	
  
Live	
  Tweeting	
  Conferences
Monthly	
  Chats
Wake  International
Wake  International
Arkansas	
  Advocates
Human	
  Rights	
  Watch
• Goal:	
  	
  Impact	
  policy	
  change
• Leverage	
  individual	
  networks	
  of	
  
over	
  200	
  staff	
  members	
  on	
  Twitter
• Social	
  media	
  policy	
  encourages	
  all	
  
staff	
  to	
  participate	
  as	
  personal	
  
brands
• Provide	
  training	
  and	
  support,	
  with	
  
social	
  media	
  manager	
  providing	
  
support
• Internal	
  coordination	
  via	
  listserv
• Provides	
  value	
  to	
  staff	
  for	
  content	
  
curation	
  and	
  media	
  relations
The	
  Process
1:	
  Buy	
  In 2:	
  Guidelines
3:	
  Support 4:	
  Activate
Insiders
How	
  can	
  I	
  create	
  a	
  routine	
  	
  
that	
  works	
  for	
  me?
How	
  can	
  I	
  be	
  strategic,	
  
intentional,	
  and	
  authentic?
Getting Buy-In: Being Intentional, Habit Change
How	
  can	
  I	
  fit	
  social	
  media	
  into	
  
my	
  crazy	
  busy	
  day?
12  Word  Social  Media  Personal  Use
Don’t	
  Lie,	
  Don’t	
  Pry
Don’t	
  Cheat,	
  Can’t	
  Delete
Don’t	
  Steal,	
  Don’t	
  Reveal
Dos	
  and	
  Don’ts	
  
Skills  Assessment
Think,	
  Write,	
  Share,	
  Pop
• What	
  are	
  the	
  opportunities	
  for	
  using	
  staff,	
  board,	
  and	
  
other	
  insiders	
  as	
  social	
  media	
  ambassadors?
• What	
  is	
  the	
  value	
  for	
  your	
  organization?
• Do	
  you	
  need	
  to	
  do	
  to	
  get	
  buy	
  in?	
  
Your	
  community	
  foundation	
  also	
  has	
  plenty	
  of	
  
“outsiders”	
  who	
  can	
  be	
  social	
  media	
  ambassadors
Why	
  not	
  put	
  them	
  to	
  work	
  as	
  social	
  media	
  ambassadors	
  
and	
  boost	
  your	
  campaigns	
  or	
  programs?
Image:	
  NY	
  Times
Social	
  Media	
  Ambassadors	
  from	
  the	
  Outside
Research Recruit
Support Activate
Outsiders
• Staff	
  and	
  board	
  as	
  staff	
  
social	
  media	
  
ambassadors
• Recruited	
  well-­‐known	
  
and	
  aligned	
  
ambassadors	
  to	
  
promote	
  on	
  social	
  
media	
  channels
• Recruited	
  pro	
  bono	
  
volunteers:	
  PR,	
  Video,	
  
Photography,	
  Content
• Activated	
  board
• Reached	
  out	
  to	
  aligned	
  
partner	
  organizations	
  
and	
  individuals	
  to	
  
promote	
  on	
  social	
  
media	
  channels
Social	
  Media	
  Ambassadors:	
  	
  Prospect	
  Research
Research:	
  Recruit	
  from	
  Your	
  Database,	
  Lists,	
  Events
• Post	
  invitation	
  on	
  social	
  
channels
Social	
  Media	
  Ambassadors:	
  Who	
  is	
  Most	
  Engaged	
  on	
  Social	
  Channels?
Social	
  Media	
  Ambassadors:	
  Facebook
• Use	
  tool	
  like	
  “Top	
  Fans “	
  to	
  identify	
  
engaged	
  fans	
  and	
  research	
  them	
  
on	
  Google	
  or	
  your	
  database
• Use	
  tool	
  like	
  ActionSproutto	
  
gather	
  email	
  addresses	
  of	
  engaged	
  
followers	
  via	
  FB.
• Ask	
  board/staff	
  to	
  share	
  link	
  to	
  
landing	
  page	
  on	
  their	
  FB	
  profiles	
  
and	
  post	
  on	
  Brand	
  Page
Social	
  Media	
  Ambassadors:	
  Twitter
• Review	
  	
  brand	
  account	
  for	
  
active	
  verified	
  users
• Use	
  a	
  Followerwonk or	
  
SocialRankto	
  easily	
  sort	
  and	
  
search	
  followers
• Create	
  a	
  Twitter	
  list of	
  your	
  best	
  
prospects	
  and	
  cross	
  check	
  with	
  
your	
  organization’s	
  database.
• Tweet	
  links	
  to	
  landing	
  page	
  to	
  
sign	
  up	
  as	
  Social	
  Media	
  
Ambassador
Social	
  Media	
  Ambassadors:	
  Instagram
• Use	
  a	
  free	
  tool	
  like	
  Social	
  Rank
to	
  filter	
  your	
  organization’s	
  
Instagram	
  followers	
  by	
  
keywords	
  in	
  their	
  bios,	
  hashtags	
  
they	
  use,	
  their	
  location,	
  the	
  
number	
  of	
  followers	
  they	
  have,	
  
and	
  more.	
  
• Create	
  a	
  photo	
  or	
  visual	
  
invitation	
  about	
  becoming	
  a	
  
social	
  media	
  ambassador	
  w/	
  
link.
Social	
  Media	
  Ambassadors:	
  LinkedIn
• If	
  your	
  organization	
  has	
  a	
  group	
  or	
  page	
  
on	
  LinkedIn,	
  scan	
  the	
  list	
  of	
  followers	
  to	
  
see	
  if	
  any	
  influencers	
  jump	
  out.
• Review	
  your	
  network	
  on	
  your	
  
professional	
  profile	
  on	
  LinkedIn	
  for	
  
potential	
  prospects.	
  	
  Ask	
  board	
  members	
  
who	
  are	
  LinkedIn	
  to	
  do	
  the	
  same.
• Use	
  advanced	
  search to	
  search	
  by	
  
nonprofit	
  interests,	
  location,	
  keyword,	
  or	
  
company.	
  
• Post	
  a	
  status	
  update	
  on	
  your	
  individual	
  
LinkedIn	
  profile	
  or	
  organization	
  page	
  with	
  
a	
  link	
  to	
  an	
  invitation	
  for	
  more	
  
information	
  about	
  becoming	
  a	
  social	
  
media	
  ambassador	
  for	
  your	
  organization
Social	
  Media	
  Ambassadors:	
  LinkedIn
Social	
  Media	
  Ambassadors:	
  Vet
Relevant Relationship
Connected Credible
Social	
  Media	
  Ambassadors:	
  	
  Recruit
• Overview	
  of	
  organization	
  
and	
  campaign
• Role	
  of	
  social	
  media	
  
ambassador
• Time	
  commitment	
  
• Expectations
Social	
  Media	
  Ambassadors:	
  	
  Communication	
  and	
  Coordination
• To	
  make	
  it	
  easy	
  to	
  keep	
  
them	
  in	
  the	
  loop
• Campaign	
  updates	
  and	
  
actions
Provide	
  A	
  Communications	
  Toolkit	
  with	
  Basics
• Overview	
  of	
  organization	
  
and	
  campaign
• Talking	
  points
• Brand	
  and	
  Staff	
  social	
  
media	
  accounts
• Hashtags
• Sample	
  FB	
  Updates
• Sample	
  Tweets
• Sample	
  LinkedIn	
  Updates
• List	
  of	
  collateral	
  materials	
  
online	
  – logos,	
  important	
  
links,	
  etc.
Mini	
  Site	
  for	
  Ambassadors
Shareable	
  Content:	
  Images	
  and	
  Words
Branded	
  Visual	
  Content	
  Optimized	
  for	
  Social	
  Media	
  Channels
Visual	
  Content	
  Optimized	
  for	
  Social	
  Media	
  Channels
Visual	
  Content	
  Tools
http://blog.mainstreethost.com/social-­‐media-­‐image-­‐size-­‐cheat-­‐sheet
Social	
  Media	
  Ambassadors:	
  Activate	
  
Say	
  Thank	
  You
Cultivate	
  the	
  Relationship
Exercise:	
  Getting	
  Started	
  	
  Social	
  Media	
  Ambassador	
  Strategy
• Purpose:	
  	
  How	
  can	
  a	
  social	
  media	
  
ambassador	
  program	
  best	
  support	
  your	
  
foundation’s	
  digital	
  strategy?
• Research:	
  	
  Who	
  are	
  the	
  potential	
  social	
  
media	
  ambassadors?	
  	
  What	
  social	
  media	
  
channels	
  will	
  you	
  research? How	
  to	
  make	
  it	
  
manageable?
Takeaways:
• What’s	
  one	
  tip	
  or	
  technique	
  that	
  you	
  can	
  
put	
  into	
  practice	
  to	
  improve	
  next	
  week?	
  	
  
Send	
  an	
  email	
  to	
  yourself	
  at	
  
futureme.org
• Raffle	
  for	
  books

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Leveraging Social Media Ambassadors in Service of Your Foundation’s Digital Strategy by Beth Kanter

  • 1. Beth  Kanter (@kanter) April,  2016    -­‐ New  Orleans Leveraging  Social  Media  Ambassadors  in  Service  of   Your  Foundation’s  Digital  Strategy
  • 2. Beth  Kanter:    Master  Trainer,  Author,  Speaker  and  Blogger @kanter www.bethkanter.org
  • 3. • Identify  one  step  to   improve  your  brand   social  media   strategy • Identify  action  steps   to  implement  a   social  media   ambassador  strategy   Topics OUTCOMES • Peer  Learning • Interactive • Practical   FRAMING Introductions  and  overview Your  Community  Foundation’s   Social  Media  Strategy:  Refresher Social  Media  Ambassadors -­‐ Why  and  What -­‐ Insiders -­‐ Outsiders Reflection  and  Action  Steps   Agenda
  • 4. Who  is  in  the  room?   • Responsible  for  developing  Foundation’s  digital  strategy  for   brand  (Web  Site,  Email,  Social,  and  Mobile) • Implements  brand  social  media • Oversees  someone  else  on  team  who  implements  brand   social • %  of  time  spent  on  social  media  as  part  of  your  job • Use  social  media  as  an  individual  or  personal  brand
  • 5. Before  Social  Media  and  Networks
  • 6. Leveraging  Networks  As  Part  of  Digital  Strategy
  • 7. CRAWL WALK RUN FLY Where  is  your  community  foundation?     Objectives  and   audiences  for  social   part  of  Digital  Strategy Uses  most  mainstream   social  channels  as  part   of  content  strategy,  but   not  consistent Leader  and  employees   use  social  but  lacks   ambassador  strategy Content    Strategy,   Consistent    Process  for   basics Uses  niche  social   channels   Informal    Ambassadors   Strategy,  Socially   Engaged  Leaders/Staff Some  measurement     and  learning  in  all   above Digital  Strategy   Development Culture  Change Sporadic  content   strategy  and  social   presence Lack  of  social   media   ambassadors,   inside  or  outside Multi-­Channel  Engagement,   Content  Strategy,  Internal   Process,  and  Measurement Strategic  pilots  with   emerging  social  media   channels Formal  Ambassadors     Strategy  – insiders/outsiders Reflection  and  Continuous   Improvement
  • 8. Think,  Write,  Share,  Pop • Where  do  you  need  to  improve  in  using  social  media  to   get  to  the  next  level? • What  is  your  burning  question?
  • 9. Foundation  Brand  Strategy  on  Social  Media  Channels:    Refresh!  
  • 11. MAINSTREAM  SOCIAL  MEDIA  CHANNELS Facebook  Page  is  the  new  yellow  pages.    Simple  to  update and  largest   user  base.  Advertising  is  a  necessary  evil. Your  audiences  wants  to  talk  to  a  real  person.  Twitter  is  great  for  this.     Also  good  for  reaching  influencer  audiences:  media,  journalists,  policy   makers,  etc.   Driving  traffic  to  web  site  and  other  social  channels LinkedIn  is  great  for  professional  networking  for  both   individuals  AND  brands.     Potential  audiences  for  CF:   professionals  who  work  in  business,  nonprofit,  and   government.         People  are  consuming  video  content  more  and  more.  YouTube   influencersand  celebrities. Easily  repurpose  video  for  other   platforms, although  native  video  on  Facebook  performs  better.
  • 12. Niche  Social  Media  Channels Great  platform  to  connect  with  audience  that  appreciate  visual   content.    Leverage  hashtags,  geotagging  and  influencers  on   Instagram  in  your  topic  area.    Instagram  has  a  large  Gen  Z  and  Y   user  base.  Personal and  foundation  brands. Good  for  Brands  with  a  lot  of  visual  content.    Easy  way  to  curate   content  from  your  programs  or  other  related  sources.    Big  user-­‐ base  for  food,  fashion,  fitness,  and  other lifestyle.    More   discovery  vs  social  media. Long  form  content,  online  magazine,  and  network  where   stories  are  shared  and  connected  with  audience.    Tech influencers,  journalists,  and  growing  number  of   nonprofits/philanthropy. Blogging platform  Tumblr  are  great  for  shareable  short-­‐form   multimedia.      Popular platform  with  millennial  audience  and   micro-­‐interest  communities. Some nonprofits  use  it  to  curate   and  share  repurpose  content  on  other  channels. User  generated  news  links  and  votes  to  promote  stories  to   the  front  page.    Engaged  community  ofusers  comment   and  share.
  • 13. Emerging  Social  Media  Channels Live  video  streaming  mobile  app  that  allows  audiences   to  interact  with  brand  in  real  time Messagingapp  that  allows  users  to  share  “snaps’  – photos,  text,  video  with  friends  or  all  followers.   Largest  users  are  Millennials  and  GenZ.   Blab,  a  live  video  app,where  you  can  join  live   conversations  online  with  different  topics.    Popular   with  technology  crowd. Many  more  but  my  head  just  exploded.    Follow   @girardinl on Twitter
  • 14. Flickr  Photo:  graceinhim • What  social  media  channels  will  help  our  community   foundation  reach  our  goals? • What  social  media  channels  does  our  existing  audience   already  use  to  get  information? • What  social  media  channels  does  the  audience  we  need  to   reach  use? • What  are  our  “anchor”  social  media  channels? • What  are  our  stretch  social  media  channels  where  we  have  the   capacity  to  listen,  experiment,  and  learn? • Where  can  we  standout  and  get  value?
  • 15. • Donors • Supporters • End  Users  of  Programs PEOPLE • Policy  makers • Journalists • Business  Leaders INFLUENCERS • Partners • Local  Organizations • State  and  National ORGANIZATIONS DEFINE  EXISTING  AND  POTENTIAL  AUDIENCE   • What  keeps  them  up  at   night? • What  are  they  currently   seeking? • What  social  media  channels   do  they  use  for  information?   • What  influences  their   decisions? • What  influences  their   attitudes? • What’s  important  to  them? • What  makes  them  act?  
  • 16. DEFINE  MEASURABLE  GOALS Reach   Inform Engage Action Donate
  • 18.
  • 19.
  • 20.
  • 21.
  • 23. Think,  Write,  Share,  Pop • What  are  your  objectives? • Who  is  your  target  audience(s)? • What  is  your  content  strategy? • What  do  you  need  to  measure  to  improve?
  • 24. A  few  simple  tips  to  think  about  content  and  measurement   for  social  channels
  • 25. ORGANIZING  THE  PROCESS • Regular  meetings  to  brainstorm  and  discover  themes • Idea  Dashboard • Pre-­‐Planning  and  batch  creation  makes  it  more  efficient • Editorial  Calendar • Organize  Content  Assets • Evergreen  Content
  • 27. Result Metrics AnalysisQuestion Consumption Views Reach Followers Does  your  audience care  about  the  topics  your   content  covers?    Are  they  consuming  your   content? Engagement Re-­‐tweets Shares Comments Does  your  content  mean  enough to  your   audience  for  them  to  share  it  or  engage  with  it? Action Referrals Sign Ups Phone  Calls Does  your  content  help  you  achieve  your  goals? Revenue Dollars Donors Volunteers Does  your  content  help  you  raise money,  recruit   volunteers  or  save  time? Measure  to  Improve
  • 28. So  Many  Channels,  So  Little  Time • Master  the  mainstream  platforms:  objective,  audience,   content • Right  size  to  your  capacity • Experiment  with  adding  niche  or  experimental  channels,   with  small  pilot  first  to  learn  and  incrementally  investing   based  on  results • Repurpose  and  recycle  content  creatively  across  channels • Measure,  learn,  improve
  • 29.
  • 30. • Snapchat  is  a  mobile  app  that  lets  users  share   photos  and  videos  that  are  deleted  in  24  hours.   • Snapchat  users  share  snaps  privately  with  a  few   friends,  or  as  stories  with  all  their  followers.
  • 31. Launched  in  2011 100  million  users 6  billion  video  views  every  day 86%  of  Snapchat’s  users  fall  into  the  13  – 37  age  range A  small   number  of  nonprofits/foundations  experimenting: http://bit.ly/1RCI8n8 Cheat  Sheets  and  Tutorials:  You  Are  Never  Too  Old  To  Barf  Rainbows http://www.bethkanter.org/snapchat-­‐over50/  
  • 32.
  • 33.
  • 34.
  • 35. Exercise:     WOOP  Your  Brand  Social  Media  Strategy • Something  you  can  accomplish  with  Snap  Chat  or   other  channel  that  is  exciting,  challenging,  and   realistic  with  a  target  audience as  an  experiment Wish • The  best  result  from  accomplishing  your  goal.  Outcome • The  obstacles  that  prevent  you  from   accomplishing  your  goal.Obstacle • What is  your  action  plan?Plan
  • 37. Redefining  Brand  Ambassadors  in  An  Age  of  Social  Media
  • 38. • Any  stakeholder   passionate  about   organization • Shares  information • Inspires  their  social   networks  to  take  action
  • 39. The  Most  Valuable  Ambassadors:  Insiders Believe  Community  Foundation’s  Work Understand  Community  Foundation   Strategy   Subject  Matter  Expertise Aligned  Professional  Networks Know  the  Sector  and  Community  (Really   well!) Already  Use  Social  
  • 40. Here’s  Why:    Trust  of  Nonprofit  Brands  Is  Eroding
  • 41. They  Are  Already  Using  Social  Media  Anyway,  Why  Not  Leverage?
  • 42. Leadership  Profile  on  Social:  Benefits • More  Trust • Expanded  Social  Reach,   Engagement  and  Capacity • Less  Risk • Flexibility • Perspective • Professional  Learning Socially  Engaged  Staff:    Benefits
  • 43. Objective Value Increase  employee  engagement   by  x%  by  end  of  fiscal  year Improves  internal  communications, collaboration Improves  loyalty, buy-­‐in  to  mission   Decreases  burnout  and  turnover Recruit  XX  number  of  social   media  ambassadors  by  launch  of   campaign Free  up  communications  staff  time  for  more  strategic   planning  versus  doing   More  gets  done Less  burden  on  existing  volunteers  or  staff Increase  reach  by  xx%  by  end  of   the  fiscal  year Increases  donors  to  campaign Increases  the  number  of  email  prospects Change  in  attitude  and   increased  trust  in    your   organization  xx%  by  the  end  of   the  fiscal  year Percentage  likely  to  volunteer  or  donate  increases Improve  relationships  with   existing  donors  and  volunteers   xx%  by  the  end  of  the  fiscal  year Better  management,  more  stable  finances Improve  engagement  with   stakeholders  xx%  by  the  end  of   the  fiscal  year Better  feedback  and  ideas  for  innovation Better  understanding  of  attitudes  and  perceptions  of   stakeholders
  • 45. RWJF:      Foundation  Strategy  -­‐ #cultureofhealth “We  believe  that  striving   toward  a  culture  of  health   will  help  us  realize  our   mission  to  improve  health   and  health  care  for  all   Americans. ” GOALS Inform Behavior  Change Audience: Grantees,  Researchers,  Policy   Makers,  Practitioners
  • 47. Socially-­‐Engaged  Staff  Support  #cultureofhealth Audience: Specific  content  areas,  grants,   and  communities
  • 48. Socially-­‐Engaged  Staff:  Social  Media  Plans  and  Personal  Brands
  • 49. Adding  Social  to  Thought  Leadership  Activities In  the  field Sharing  Expert  Presentations   Live  Tweeting  Conferences Monthly  Chats
  • 50.
  • 54. Human  Rights  Watch • Goal:    Impact  policy  change • Leverage  individual  networks  of   over  200  staff  members  on  Twitter • Social  media  policy  encourages  all   staff  to  participate  as  personal   brands • Provide  training  and  support,  with   social  media  manager  providing   support • Internal  coordination  via  listserv • Provides  value  to  staff  for  content   curation  and  media  relations
  • 55. The  Process 1:  Buy  In 2:  Guidelines 3:  Support 4:  Activate Insiders
  • 56. How  can  I  create  a  routine     that  works  for  me? How  can  I  be  strategic,   intentional,  and  authentic? Getting Buy-In: Being Intentional, Habit Change How  can  I  fit  social  media  into   my  crazy  busy  day?
  • 57. 12  Word  Social  Media  Personal  Use Don’t  Lie,  Don’t  Pry Don’t  Cheat,  Can’t  Delete Don’t  Steal,  Don’t  Reveal Dos  and  Don’ts  
  • 59. Think,  Write,  Share,  Pop • What  are  the  opportunities  for  using  staff,  board,  and   other  insiders  as  social  media  ambassadors? • What  is  the  value  for  your  organization? • Do  you  need  to  do  to  get  buy  in?  
  • 60. Your  community  foundation  also  has  plenty  of   “outsiders”  who  can  be  social  media  ambassadors Why  not  put  them  to  work  as  social  media  ambassadors   and  boost  your  campaigns  or  programs? Image:  NY  Times
  • 61. Social  Media  Ambassadors  from  the  Outside Research Recruit Support Activate Outsiders
  • 62.
  • 63. • Staff  and  board  as  staff   social  media   ambassadors • Recruited  well-­‐known   and  aligned   ambassadors  to   promote  on  social   media  channels • Recruited  pro  bono   volunteers:  PR,  Video,   Photography,  Content • Activated  board • Reached  out  to  aligned   partner  organizations   and  individuals  to   promote  on  social   media  channels
  • 64. Social  Media  Ambassadors:    Prospect  Research
  • 65. Research:  Recruit  from  Your  Database,  Lists,  Events • Post  invitation  on  social   channels
  • 66. Social  Media  Ambassadors:  Who  is  Most  Engaged  on  Social  Channels?
  • 67. Social  Media  Ambassadors:  Facebook • Use  tool  like  “Top  Fans “  to  identify   engaged  fans  and  research  them   on  Google  or  your  database • Use  tool  like  ActionSproutto   gather  email  addresses  of  engaged   followers  via  FB. • Ask  board/staff  to  share  link  to   landing  page  on  their  FB  profiles   and  post  on  Brand  Page
  • 68. Social  Media  Ambassadors:  Twitter • Review    brand  account  for   active  verified  users • Use  a  Followerwonk or   SocialRankto  easily  sort  and   search  followers • Create  a  Twitter  list of  your  best   prospects  and  cross  check  with   your  organization’s  database. • Tweet  links  to  landing  page  to   sign  up  as  Social  Media   Ambassador
  • 69. Social  Media  Ambassadors:  Instagram • Use  a  free  tool  like  Social  Rank to  filter  your  organization’s   Instagram  followers  by   keywords  in  their  bios,  hashtags   they  use,  their  location,  the   number  of  followers  they  have,   and  more.   • Create  a  photo  or  visual   invitation  about  becoming  a   social  media  ambassador  w/   link.
  • 70. Social  Media  Ambassadors:  LinkedIn • If  your  organization  has  a  group  or  page   on  LinkedIn,  scan  the  list  of  followers  to   see  if  any  influencers  jump  out. • Review  your  network  on  your   professional  profile  on  LinkedIn  for   potential  prospects.    Ask  board  members   who  are  LinkedIn  to  do  the  same. • Use  advanced  search to  search  by   nonprofit  interests,  location,  keyword,  or   company.   • Post  a  status  update  on  your  individual   LinkedIn  profile  or  organization  page  with   a  link  to  an  invitation  for  more   information  about  becoming  a  social   media  ambassador  for  your  organization
  • 72. Social  Media  Ambassadors:  Vet Relevant Relationship Connected Credible
  • 73. Social  Media  Ambassadors:    Recruit • Overview  of  organization   and  campaign • Role  of  social  media   ambassador • Time  commitment   • Expectations
  • 74. Social  Media  Ambassadors:    Communication  and  Coordination • To  make  it  easy  to  keep   them  in  the  loop • Campaign  updates  and   actions
  • 75. Provide  A  Communications  Toolkit  with  Basics • Overview  of  organization   and  campaign • Talking  points • Brand  and  Staff  social   media  accounts • Hashtags • Sample  FB  Updates • Sample  Tweets • Sample  LinkedIn  Updates • List  of  collateral  materials   online  – logos,  important   links,  etc.
  • 76.
  • 77. Mini  Site  for  Ambassadors
  • 79. Branded  Visual  Content  Optimized  for  Social  Media  Channels
  • 80. Visual  Content  Optimized  for  Social  Media  Channels
  • 85. Exercise:  Getting  Started    Social  Media  Ambassador  Strategy • Purpose:    How  can  a  social  media   ambassador  program  best  support  your   foundation’s  digital  strategy? • Research:    Who  are  the  potential  social   media  ambassadors?    What  social  media   channels  will  you  research? How  to  make  it   manageable?
  • 86. Takeaways: • What’s  one  tip  or  technique  that  you  can   put  into  practice  to  improve  next  week?     Send  an  email  to  yourself  at   futureme.org • Raffle  for  books