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Developing a Social Media Strategy
Hmmm . . . So you want to start a Non-
profit
• Did you know there are more than 1,000,000
  groups recognized by Internal Revenue Service as
  nonprofits?
• That is a HUGE number of Causes & folks being
  served
• In your area, how many Non-Profits are viable &
  self-sustaining?
• Not sure what that means? We will cover those
  two subject areas in-depth. Follow the links &
  get a head-start.
Hmmm . . . So you want to start a Non-
profit
• The reason most nonprofit groups are started is:
  – A person or group of people get together with some
    public-spirited purpose and agree to marshal
    resources from among themselves and the wider
    community to address that cause.
• A NONPROFIT becomes a corporation by:
  – Filing its articles of incorporation with the state
    (usually the secretary of state, attorney general or
    Department of Commerce) and successfully obtaining
    a certificate of incorporation or a charter
Types of Non-Profits
• Informal: You can be a nonprofit organization just
  by getting together with some friends. An
  example of this would be a self-help group. In this
  case, you’re an informal nonprofit organization.

• Under Fiscal Sponsorship: If you don’t have
  enough resources for start-up costs, fees or skills
  to initially handle finances, or if the organization
  will exist only long enough to address a specific
  need and then disband. An example of this would
  be supplying under-privileged school children
  with supplies at the start of the school year
Types of Non-Profits
• IRS Tax-Exempt: You must be a corporation,
  community chest fund or foundation to
  receive this status. One example is a
  “charitable nonprofit” or 501(c)(3). This type
  of organization provides the extended benefit
  to their of an income tax deduction for all
  charitable gifts.

• Tax-Deductible: IRS Publication 526 lists types
  of organizations that are eligible.
Why Incorporate?
Unsure of who, what & why?

• You can incorporate your nonprofit so it exists
  as a separate legal organization in order to:
  – Purchase property as an entity.
  – Establish a bank account under the organization’s
    name & accept Donations
  – Ensure that the nonprofit can continue on its own
    (even after you’re gone).
  – Protect yourself personally from liability from
    operations of the nonprofit.
Incorporating your Non-Profit
Unsure of who, what & why?

• You incorporate your nonprofit by:
  – Filing articles of incorporation (or other charter
    documents) with the appropriate local state office.
• What are ARTICLES OF INCORPORATION
  – The first key charter document, the articles of
    incorporation must be filed with your state.
  – In most states, the state attorney general or secretary
    of state is designated as the public’s representative for
    dealing with registration of charter.
Why Incorporate your Non-Profit
Unsure of who, what & why?
• TAX EXEMPTION
  Incorporation facilitates application for federal
  and state tax-exempt status.
• LIMITED LIABILITY
  With rare exception, individuals who control the
  corporation are not responsible for legal and
  financial obligations of the organization.
  Therefore, there is less personal risk. The
  corporation can incur debts and have legal
  obligations. It owns its own property.
Board of Directors
Unsure of who, what & why?

• Your board of directors is comprised of a
  group of local or regional leaders:
  – They are volunteering their time to LEAD your
    nonprofit organization.
  – They are also the spokespersons and advocates
    for your organization.
  – Your organizations bylaws should include the
    descriptions of the board’s offices, as agreed to by
    the board.
9 Reasons for having a Board
NO Board, No one is driving the Car

• Your Board of Directors are the Drivers
   – They Champion your Cause
   – They guide the Mission of your Cause
   – Their Credibility brings funding to your Cause
Board: Reason #1
NO Board, No one is driving the Car

• Determining purpose and establishing mission
  – Founding boards help define the organization’s
    mission
  – Over time new boards ensure it stays current
  – An organization’s mission statement explains what
    it does, why it does it, and whom it serves
Board: Reason #2
NO Board, No one is driving the Car
• Setting policy
• Boards are responsible for establishing policies
  regarding:
   –   Staffing
   –   Evaluations
   –   Periodically reviewing founding documents
   –   Creating and maintaining records
   –   Budgeting
   –   Managing facilities
   –   Public relations
   –   All other matters essential to the viability and success of
       the organization
Board: Reason #3
NO Board, No one is driving the Car
• Communicating mission and achievements to the
  larger community
  – Nonprofits depend on community support and
    funding, and the board serves as its ambassadors,
    getting the word out. The board should be involved in:
     • Defining the message
     • Selecting the best mechanisms for disseminating the
       message based on need and budget
     • Budgeting for public information and outreach
     • Putting in place evaluation strategies to measure
       effectiveness
     • Periodically adjusting communications based on results and
       resources.
Board: Reason #4
NO Board, No one is driving the Car
• Maintaining organizational integrity and
  accountability
  – The board is ultimately responsible for ensuring
    adherence to legal standards and ethical norms and
    establishing policies and procedures to guide its
    members and staff.
  – Nonprofit organizations have come under increased
    scrutiny in recent years, caused in part by a few
    organizations that failed to maintain appropriate
    oversight and therefore fell victim to fraud,
    embezzlement or other breach of public trust.
Board: Reason #5
NO Board, No one is driving the Car
• Effectively planning (ensuring mission is
  carried out)
  – In addition to strategic long-range planning, the
    board should also insist that the staff develop an
    operational planning process
  – This translates the strategic plan’s goals and
    objectives into a concrete work plan
  – The board should periodically assess its own
    operations to ensure that it and the organization
    are working at optimum capacity and efficiency
Board: Reason #6
NO Board, No one is driving the Car
• Hiring, oversight, assessment and supporting the
  executive director
  – One of the most important responsibilities of a board
    is the hiring of the executive director
  – Establish specific long-term priorities with clear
    objectives for at least one year of the new director’s
    service
  – Clarify which functions belong to the board and which
    to the executive director
  – The board should provide support and constructive
    feedback to the director, including an annual
    evaluation based on specific measurable goals
Board: Reason #7
NO Board, No one is driving the Car

• Cultivating resources, raising funds, and
  contributing to the bottom line
   – Another important function of a board is fund-raising
   – It is important for board members to understand they
     must contribute more than their time and expertise
     for program activities
   – They are expected to identify outside funding
     resources and make an appropriate annual financial
     contribution to demonstrate commitment
Board: Reason #7
NO Board, No one is driving the Car

• Cultivating resources, raising funds, and
  contributing to the bottom line
  – The board should approve a fund-raising plan with
    a case statement
  – A written statement of need that expands the
    organization’s mission and purpose and tells
    potential funders why the organization needs
    money and how it will be used
Board: Reason #7
NO Board, No one is driving the Car

• Cultivating resources, raising funds, and
  contributing to the bottom line
  – The board should approve a fund-raising plan with
    a case statement
  – A written statement of need that expands the
    organization’s mission and purpose and tells
    potential funders why the organization needs
    money and how it will be used
Board: Reason #7
NO Board, No one is driving the Car

• The Case Statement Should Answer the Following
  Questions:
  –   What is the organization and what does it do?
  –   Why does the organization exist?
  –   What is distinctive about the organization?
  –   What must be accomplished?
  –   How will this campaign enable it to be accomplished?
  –   How can the donor become involved?
  –   How do donors benefit from this organization?
Board: Reason #8
NO Board, No one is driving the Car

• Meeting fiduciary responsibilities.
  – Board members have a responsibility to assure
    that the organization remains financially sound
  – While the treasurer and Finance Committee have
    the chief responsibility of developing and tracking
    the budget, it is every member’s responsibility to
    understand the budget, investment procedures
    and the organization’s financial history
Board: Reason #8
NO Board, No one is driving the Car
• Meeting fiduciary responsibilities
   – The board must put fiscal and accounting policies and
     procedures in place to ensure integrity, legal compliance
     and smooth operation
   – These mechanisms will include preparation of an annual
     budget based on goals and realistic projections
   – Development of accounting guidelines and/or
     authorization of accounting services
   – Acquisition of software packages to facilitate
     documentation and projections
   – Standards for record creation and retention, and
   – Policies regarding submission and board review of finance
     and tax documents
Board: Reason #9
NO Board, No one is driving the Car
• Recruiting volunteers and exercising ongoing self-
  management
   – A commonly overlooked board responsibility is that of
     identifying and developing future leaders.
   – Current board members are in the best position to know
     how best to fill an expertise or constituent representative
     need with new board members.
   – Boards often frequently overlook the sensitive area of self-
     evaluation.
   – An organization should conduct an informal and ongoing
     assessment at every meeting and a formal assessment
     annually
   – By evaluating its performance in fulfilling its
     responsibilities, the board can recognize its achievements
     and reach consensus on which areas need to be improved
Board leadership Challenges
a reality
• The current Economic Crisis is a serious
  challenge for all sectors of our Society, but
  even more so for Non-Profits!
• In times such as these, NPOs need a vibrant,
  creative & innovative Board
• Leadership is needed more during times of
  uncertainty than in times of stability
• Implementing a Social Media Strategy
  REQUIRES innovative Leadership
Build your Board Socially!
Equals greater Board involvement
• Social Media & prospective Board Members
   – No difference in meeting & engaging
      • Donors
      • Volunteers
      • Recipients or Clients of your Cause
   – Find them using same strategies
   – LinkedIn yields the greatest opportunities
   – If a Board Member has his or her Board Roots in
     Social Media, you are OVER 50% of the way to
     having a Social Media Strategy for your NPO
Why implement a Social Media Strategy?
Results

• 1st: What is a Social Media Strategy?
   – A coordinated & focused effort
   – Designed to reach specific goals & targets
   – Implementing to varying degrees, different Social
     Media Platforms, which are all inter-dependent
     upon the other
What are the benefits of a Social Media
Strategy?
So many
• Primary Benefits:
  – Social Media Marketing is or can be . . . FREE!
  – Causes are social by nature, therefore connecting
    through social channels is a natural
  – Social Connections take place over a longer period of
    time & are deeper in commitment, therefore the
    outcomes have greater value
  – The Trust Factor of a knowledgeable friend or Social
    Connection, PULLS like minded people to a Brand or a
    Cause
  – Pulling clients to a cause has greater value than that
    of typical Brand Marketing, a Push Style method of
    reaching potential customers
Social Media Strategies require
combinations of the following:
• Various Platforms, for varying Goals or
  Targets: but they all must connect to the
  Cause or NPO’s Web Site:
  – Blog: Cause
  – Blog: Board
  – Blog: Volunteers
  – Blog: Clients/Recipients
  – Micro-Blogs
Social Media Strategies require
combinations of the following:
• Various Platforms, for varying Goals or Targets:
  but they all must connect to the Cause or NPO’s
  Web Site:
  –   Facebook: Personal
  –   Facebook: Cause
  –   Facebook: Avocations
  –   Facebook: Volunteers & Cause
  –   Facebook: Volunteer Avocations
  –   Facebook: Board Members & Cause
  –   Facebook: Clients or Recipients of services
Social Media Strategies require
combinations of the following:
• Various Platforms, for varying Goals or
  Targets: but they all must connect to the
  Cause or NPO’s Web Site:
  – Twitter: Personal
  – Twitter: Cause
  – Twitter: Volunteers
  – Twitter: Board Members
  – Twitter: Clients/Recipients
Social Media Strategies require
combinations of the following:
• Various Platforms, for varying Goals or
  Targets: but they all must connect to the
  Cause or NPO’s Web Site:
  – YouTube: Cause
  – YouTube: Board
  – YouTube: Volunteers
  – YouTube: Clients/Recipients
Social Media Strategies require
combinations of the following:
• Various Platforms, for varying Goals or
  Targets: but they all must connect to the
  Cause or NPO’s Web Site:
  – Linkedin: Cause
  – Linkedin: Board
  – Linkedin: Staff
  – Linkedin: Volunteers
  – Linkedin: Clients/Recipients
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• A few Social Content Facts as of Feb. 2012
   – Over 1.5 million pieces of content are shared on Facebook
     daily
   – Approximately one in every 13 people on earth are active
     Facebook users
   – The number of Twitter users increases by 300,000 every
     day
   – Twitter users send 55 million Tweets per day, or 640 per
     second
   – Facebook added 100 million users in less than nine months
   – Interactive content is shared 11 times more often than
     static content
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• The challenge is to engage effectively on social
  sites and then drive fans and followers back to
  the NPO website
• Therefore Content should be INTERACTIVE
• Why?
   – It is most likely to be consumed and enjoyed,
     bringing your audience back for MORE
   – It is most likely to be shared among social media
     channels
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• Interactive Content Increases Time on a Site
• According to research compiled from AOL,
  Nielsen and MarketingProfs, 53 percent of
  time spent on the internet is directly
  attributable to content consumption
• 96 percent of what is consumed and shared
  does not link to a static web page!
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• In other words, consumers are demanding
  interactive, digital content
• To drive interactions and make your site
  “sticky,”
• Your Cause must offer content that today’s
  Volunteers, Donors & Recipients have come to
  EXPECT & are drawn to while sharing with
  others
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• Content that WORKS:
   – Videos, entertaining or interesting interviews,
     Audios, Surveys or interactive quizzes or other
     applications which create an emotional
     connection
   – An Emotional Connection will get the user to
     Register for more information, for more emotional
     future connections
   – Capturing a Registration is key to an NPOs Long
     Term Success!
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• When an online content strategy is designed
around the concept of a “hub,” companies can
create an educational resource that will generate
and nurture leads far beyond the duration of a
simple
• A Hub is seen in the following Graphic: Content
flows in a circular pattern
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• When an online content strategy is designed
around the concept of a “hub,” companies can
create an educational resource that will
generate and nurture leads far beyond the
duration of a simple
• A Hub is seen in the following Graphic:
Content flows in a circular pattern
        Donor,            Facebook             Donor,
      Volunteer            Content           Volunteer
       or Client                     Share    or Client

                          Web Site
                          Content
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• Content that WORKS:
   – For Profits, your typical Brand Name, offers a Quid
     Pro Quo: you give me something & then I give you
     something
   – Register & get a Coupon
   – NPOs can have Partners
   – Those Partners can provide “Giveaways” that
     induce registration
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• According to the Marketing Experiments
  report, Clarity Trumps Persuasion
• Your content must answer at least the first
  two of these three simple questions within
  the first seven seconds of a prospect’s arrival
  to the Web page
   – Where am I?
   – What can I do here?
   – Why should I do it? Most important for NPOs
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• Whenever a visitor clicks on a link, the first
  thing they need is to orient themselves about
  where they are and why they should stay.
• If your content doesn’t clearly establish that
  relevance for the visitor, they will leave
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• The Content Currency Equation
   – Content is the new medium of exchange between
     companies and buyers or NPOs &
     Donors/Volunteers/Clients
   – With customers taking control of their buying process
     and so much information competing for notice, the
     relevance of your content must be perceived as high
     enough to pay for their attention
   – The value of your marketing content as currency is
     also determined by how many of your visitors decide
     to pay you by sharing their information and opting in
     to receive more
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• The Content Currency Equation
   – When your marketing currency is perceived as
     high, more prospective customers are willing to
     exchange their information for your content
   – An additional benefit is the willingness of those
     prospects to share your content with the growing
     number of people involved in the decision made
     during a lengthening buying process
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• 6 areas to monitor & question:
   – Time - Are prospects viewing one article for 5 seconds or
     spending the time necessary to read the entire piece? Do
     your prospects stay for the entire Webinar or leave after
     the first 15 minutes?
   – Depth - Do prospects read one page and leave your
     Website, or do they tend to click on links to related
     information and travel more deeply to explore the content
     more fully?
   – Interaction - In addition to how many registrants your
     Webinars get, measure the difference between unique
     attendees and total attendees.
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• 6 areas to monitor & question:
   – Social - How many of your visitors and followers are
     sharing your Webinars, white papers and other content
     with their social networks via Twitter, LinkedIn, Facebook
     or mentions in their blog posts
   – Opt In - What percentage of visitors who visit your landing
     pages are opting in for your gated offers? This includes
     Webinar registrations, newsletter subscriptions, online
     demos and other content offers
   – Referrals - Are your prospects only visiting your Website
     when prompted by an email? Or are they coming to you
     via social media, search returns, peer recommendations or
     on their own? Being findable is the new “black” for
     marketing
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• These 8 methods will focus listening to cultivate
  insights used to improve your marketing content’s
  currency value:
   – #1 Phrasing: One of the best ways to increase relevance
     with prospects is to use the language they use to talk
     about their problems
   – If they talk about bottlenecks, discussing performance
     improvements may not produce the same level of
     engagement as using the words they use intuitively
   – When you listen to visitors, make note of how they
     describe issues of importance
   – Remember that listening to your customers may not
     produce the same results as you've already indoctrinated
     them with some of your Cause terminology and language.
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #2 Webinars: One of the ways to get up to speed
  about prospects is by attending Webinars your
  Visitors attend. Sure, it's helpful to hear other
  experts talk about the issues, problems and
  solutions, but what's really valuable are the
  questions asked by attendees
• Addressing those questions and comments in
  your next piece of content can help to boost its
  success, as well as your company's credibility and
  expertise
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #3 Blogs: Following the most active blogs in your
  industry
• This is a great way to listen to your visitors,
  Donors, Volunteers or Clients
• What you're looking for is not just timely topics of
  interest, but comments.
• How people respond to the blogger's point of
  view can provide a lot of insight to the concerns,
  beliefs and interests that are top of mind for your
  followers (or people like them)
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #4 Twitter Streams: What I mean by Twitter
  Streams are hash tag searches for keywords or
  solutions.
• Use a program like TweetDeck or TweetGrid and
  dedicate 2 or 3 columns to hash tag searches
  pertinent to keywords your Followers use.
• This concentrates how many Tweets you have to
  plow through, makes for a quick study of phrasing
  and content is—regardless of where your
  Followers happen to encounter it online—the
  higher your currency value
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #5 Bit.ly Links: Many of the links used on Twitter are created by the
  URL shortener Bit.ly.
• If you copy and paste the link into a browser and add a + (plus) sign
  at the end and click enter, you can see a stream of who has
  Tweeted the link and any comments readers have posted
• You can click through on their Twitter handles to learn more about
  the people interested enough to share that information with their
  followers
• This information also provides an impression about the level of
  interest in the topic by displaying how many clicks, Tweets and
  shares have happened over time
• Additionally, the number of responses provides an idea of the level
  of influence of the original Tweeter, who may be enticed to help
  you spread your company’s ideas to interested followers
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #6 LinkedIn Groups: Using profiles of people like
  your prospects to get a baseline about a specific
  segment is a good start.
• But to get a feel for their sentiment about a topic,
  monitoring and participating on groups they
  belong to can provide great insights that translate
  back to improving your content relevance.
• Make sure when you participate that it's never to
  sell, only to provide valuable insights, answer the
  questions asked or ask questions about topics the
  group is focused on discussing
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!
• #7 Feedback: Direct learning about the opinions and
  reactions to your NPO, Programs and Services is
  available in a variety of flavors
• Whether or not your Webinar attendees stay for the
  duration of your event and are interested enough to
  ask questions is real-time feedback
• Customer surveys post-Webinars help as well. Contact
  center reps are on the front lines, interacting with your
  customers daily and salespeople are speaking with the
  very types of people marketing content is responsible
  for attracting.
• Incorporating a variety of feedback into your listening
  can serve as validation for the types of information
  you’re gathering through other methods
Content DRIVES Social Media Success!
Old saying . . . Content is King or Queen!

• #8 Metrics: Paying attention to whether or not
  prospects are responding to your email is a form
  of listening, as is measuring bounces on specific
  Website pages and time spent with another input
  for your consideration when developing content.
• Metrics are the ultimate
• Noting the keywords site visitors use to find your
  Website is THE GUAGE of what’s working and
  what’s not.
Social Media is smokin’ HOT!
Everybody is talking about it, using it, connecting on it . . .

Social Media = Millions of users & 100s of Millions of interactive
hours daily

• So many users & so many methods of interacting
• & so little time!
• With so many Visitors & Potential Captures, tailoring Content
  is key
• How to tailor content is knowing your visitor, which, you can
  generally get to know starting with Generational Models
Begin with a
Generational Comparison:
• If you know who they are, then learning to connect is
  much easier
• Who is who
  – born between 1946 - 1965 - The baby Boomers
  – born between 1966 – 1982 - Generation X
  – born between 1983 – to date - Generation Y or Millenials
Level of trust toward authority

• Boomers are confident of self, not authority.
• Gen Xers have a low level of trust toward authority.
• Millennials have a high level of trust toward
  authority. Yet they are less trustworthy of individual
  people. Perhaps it’s from being born into an age of
  terrorism or maybe it’s their overprotective parents
  or the danger-obsessed media.
What do they view as the ultimate
reward?

• Boomers want a prestigious title and the corner
  office.
• Gen Xers want the freedom not to have to do
  something.
• Millennials prefer meaningful work.
How were their parents
with them??

• Boomers had parents who were controlling.
• Gen Xers parents were distant.
• And Millennials? Their parents were intruding. Or,
  as my Millennial-age intern tells me, they have
  “helicopter parents”—they’re always hovering.
What are their views toward
having children?
• Boomers are controlled, their children were planned.
• Gen Xer’s are doubtful about the possibility of
  becoming parents.
• Millennials are definite about parenthood. In fact, they
  view marriage and parenthood as more important than
  careers and success.
And overall family life?

• Boomers were indulged as children.
• Gen Xers were alienated as children.
• Millennials were protected as children.
Views toward education?

• Boomers want freedom of expression.
• Gen Xers are pragmatic.
• Millennials need the structure of accountability
Political orientation


• Thankfully, boomers want to attack oppression.
  Without those views we might not have had civil rights
  or we may still fighting a war in a little country called
  Vietnam.
• Gen Xers are apathetic and more worried about the
  individual.
• And the Millennials, the Facebookers and Tweeters? It
  should be no surprise that they crave community,
  engagement, equality & social justice.
Last but not least, the views
on the big question.

• Boomers want to know, “What does it mean?”
• Gen Xers need to know, “Does it work?”
• Millennials are curious to know, “How do we build
  it?”
Social Inclinations and technological
prowess of X & Y . . .
• They are your next generation of leaders

• They are very comfortable/knowledgeable with &
  about technology
  – It is an integral, moment to moment part of their life


• For them, the world is flat and has no boundaries
Social Inclinations and technological
prowess of X & Y . . .
• Very high skill level in social networking activities
• They want to feel connected to the mission and
  have fun with whatever they do
• Strong affinity for community service and
  volunteering for a good cause

• What kind of “Good Cause?”
• Let’s use Political Fundraising as
an Example of a Good Cause
Fundraising: a very relevant generational
difference




• Obama’s Campaign:
• $32 million raised from 275,000 people who gave
  $100 or less
• Almost the exact opposite, in % of & level of giving,
  of Hilary Clinton
Long Tail: The end of the 80/20 rule
 Click on slide
                                           Web 2.0 shifts control to the Long Tail
 to generate motion
                                           making more use of the resources, caused
                                           due to

                                           • Adoption of Web as a global platform

                                           • Low Cost of hardware and software

                                                         The New Way
                                                         (with a bigger and longer tail)

The Old Way
(Pareto Principle, Control
or 80/20 rule)
                             20%



            When Web 2.0 is applied…


    Source: http://en.wikipedia.org/wiki/The_Long_Tail
If Obama can, your Cause can!
                                                   Web 2.0 significantly increases total value
                                                   contributed by larger distribution of
                                                   smaller value donors.



High $ value
donors,
Smaller
distribution



                                   Control
                            20%
                                                       Low $ value
                                                       donors, Greater
                                                       distribution




                 Source: http://en.wikipedia.org/wiki/The_Long_Tail
Social Media is EVERYWHERE!

• Varied Platforms: Blogs, Facebook, Twitter, YouTube,
  LinkedIn & Pinterest
  – & so many others!
  – Some . . . with an acute focus on assisting Non-profits
     • Which I am going to provide you with in this Presentation
The level of Engagement is off
the Charts!
• Why?
• PERSONALIZATION:
  – If the Platform or Application is greatly personalized towards
    the Member or User, the experience will be much more
    personal, therefore have greater value to the individual, &
    the Member or user will make it a personally relevant
    engaging experience.
•   Just for kids? The Younger Generations?
•   Should you, as a Non-profit get involved?
•   Are you missing something if you don’t?
•   Can this work for your organization?
•   I get asked these or variations of these questions all
    the time! The answers are No, Yes, Yes and Yes.
Social Media is Pervasive
• & No, it’s not just for kids
   – Millions of people from all generations are
    participating
• Yes, you should get involved
• Yes, you are missing an amazing opportunity for
  your organization
• Yes, social media will help advance the goals of
  your Cause at a minimum of 30%
              • So . . . let’s get planning
Step 1
Look, Listen, Learn

• Initially I am addressing a Newbie?
   – Someone who is new to starting-up a Non-Profit
   – Someone who has a somewhat limited
     technological skill set
   – Someone who either has NO budget or a very
     small budget
Step 1
Look, Listen, Learn
• So Mr. Newbie, you must observe the lay of the
  land, get to know what is out there that can help
  your Cause
   – What tools are out there for beginners or NPOs with a
     very limited or no budget?
      • Initially, I strongly recommend, in this order:
          –   Networkforgood.org
          –   Causes.com
          –   Crowdrise.com
          –   AndYOU.JnJ.com
          –   VolunteerMatch.com
          –   Sparked.com
   – Do they have what an NPO needs to succeed?
      • Yes!!! You DO NOT need to go any further than these 5 to
        kick-start your Cause.
First Tool – Network for Good
Look, Listen, Learn



• Go to Network for Good (NFG)
   – www.networkforgood.org


• Founded by:

• NFG provides a secure, convenient donation system
  that makes it possible to give to any charity,
  anywhere, anytime!
Network for Good: Results!!

• Returned $25 to the sector for every $1 invested in
  Network for Good
• Raised over $500 million in online donations to
  more than 60,000 different nonprofit organizations
• Built a Volunteer Network that connects users across
  the country with more than 200,000 local,
  international and virtual volunteer opportunities
• Taken fundraising viral and raised well over $3.4
  million via fundraising widgets
2nd Tool – Causes.com
• Create a Cause you believe in!
  – Easy to do at http://www.causes.com/
  – Largest platform for activism and philanthropy
     • 170 million members!
  – Empowers individuals to create grassroots communities
     • 500,000+ member created Causes!
  – Take action on behalf of a specific issue or nonprofit
    organization
     • $40 Million raised on behalf of 27,000 Non-profits
                                   Anyone can change the world.
3rd Tool - Crowdrise
  • Go to www.Crowdrise.com
    – unique blend of:
       •   Online Fundraising
       •   Crowdsourcing
       •   Social networking
       •   Contests
       •   Other nifty, usable stuff!
Crowdrise
 • Crowdrise has Reward Points!!
   – Very cool concept, just like your loyalty points you
     earn when you use your credit card to buy, buy &
     buy some more!!
   – Wearables, Tees, Hats & Hoodies!


 • Easy to use profile creator & share via the
   Control Panel: Start a fundraiser immediately!
4th Tool - &You
  • Go to www.andyou.jnj.com
  • Sponsored by
  • Free digital tool designed for both individuals
    and verified 501(c)3 organizations
  • The &you widget takes:
    – Volunteer and job opportunities
    – Ways to Donate
    – Events
    – News
    – Puts them in one place!
5th Tool - VolunteerMatch
  •   Go to www.volunteermatch.com
  •   70,953 Active Opportunities
  •   80,995 Participating Organizations
  •   5,874,450 Referrals Since 1998
      – Supported by the Carnegie Foundation
      – Supported by the Ford Foundation
      – Supported by the Hearst Foundation
      – Supported by the Kellogg Foundation
6th Tool - Sparked
  • Go to www.sparked.com
  • Connects nonprofits with skilled
    microvolunteers who donate their time to
    your specific projects.
  • http://blog.sparked.com/category/microvolun
    teering-2/
  • Code development, highly technical skills that
    are very expensive to hire: provided for FREE!
If Funds are not an issue


  • The following Graphic is what your overview
    of your Social Media Strategy

  • To reach this level of integration, this level of
    engagement requires expertise, time &
    patience
A Social Media “Hub”: Interconnected
Develop a Plan using a combination of these Platforms
for different demographics, verticals, groups

          Blog   Vlog   Tweet   FB   eNews   Pin   Linkedin




  Cause
   Web
   Site
Step 1
Look, Listen, Learn
• As a Newbie, you MUST ask questions
   – A great way to get information and learn quickly
   – Lots of people are willing to help and share
     knowledge
   – There are numerous online resources, places to
     ask your questions
   – Using your favorite search engine:
      • Enter the following, but localize the search by including
        your city or state:
      • “Non-profit resource provider”
Step 2
Define Your Audience
• Search for your base
    – Using multiple channels
    – Twitter, YouTube, Facebook, etc
•   Where are those you want to serve?
•   Where are your donors?
•   Where are your volunteers?
•   Where are your advocates?
                  Go find them.
Step 3
Develop a Plan

• Set a goal or goals
   – Why are you doing this?
   – What do you want as a result?
   – Who will you serve?
   – What is success for this Project, this Program?
Step 3
Develop a Plan

• Possible Outcomes
   – Learn something you didn’t know
   – Tell your story to new people
   – People sharing information about you, your Cause
   – Gain experience with two-way communication
   – Create a community of advocates, evangelists for
     your Cause
Step 3
Develop a Plan
• Develop your initial strategies
   – Strategy for building a Board of Directors
   – Strategy for building an active passionate group of
     Volunteers
   – Strategy for Fundraising
      • Annual Donations
      • Micro-Donations


• Strategies can be long term or short term
Step 3
Develop a Plan
• Example Possible Long Term Strategies
   – Educate your target audience about the cause by
     identifying, sharing and discussing pertinent
     online content employing a basic repetitive series
     of events, beginning with:
      • Blogging on your Cause Web Site
         – Posting on Facebook Cause page “New Status” about most
           recent Blog
         – Tweeting link to Blog or tweeting complete blog
         – VLOG (video blog) on your YouTube Cause Channel
             » Posting a link to your VLOG on your Web Site, Blog,
               Facebook & Tweet the same link or Tweet the VLOG
Step 3
Develop a Plan

• Define your tactics
   – Tactics are specific actions you will take to execute
     the strategy
      •   Who
      •   What
      •   When
      •   Where
      •   How much
Step 3
Develop a Plan
•       A few examples of Tactics
    –      Marketing Coordinator to write and post 3 blog posts per week
           following the editorial calendar
    –      Marketing Coordinator, Director of Development and Marketing
           Manager to Tweet and Re-Tweet blog posts using Twitter when new
           blog entries are posted
    –      Twitter feeds link to main Facebook page
    –      Deploy 5 emails to the A, B & C mailing lists over a two-week period
          • Emails to include a PURL that drives traffic to landing pages that
               recruit people to your cause
    –      Include landing page URLs in daily Twitter Tweets
Step 3
Develop a Plan

• Determine your success metrics
   – What does success mean to you?
   – How will you measure and record progress?
   – Keep it simple (KISS)
Step 3
Develop a Plan
• Possible Success Metrics
   – The number of advocates you add over a defined
     period of time
   – Change in the engagement level of advocates in
     that period of time
   – Increase in number, size, frequency of donations
   – Time it takes to mobilize X number of advocates
     regarding an action
Step 4
Staff Your Team

• Internal
   – Your biggest cheerleaders and enthusiasts
      • Not always the higher ups with the titles
• External
   – Get help
      • Extend your network
      • Paid participation ensures it gets done
      • Expertise is invaluable
Step 5
Deploy Your Tools

• Core Tool – Your Blog
   – If you don’t have one (or more) you need one,
     now
   – Fastest, least expensive means for you to
     distribute timely information about your
     organization and its efforts on a regular basis
Step 5
Deploy Your Tools

• Create an editorial calendar
   – What will you say and why
   – What should people do in response
   – How will your constituents use this information?
Step 5
Deploy Your Tools

• Search for lists on blog topics (there are lots of
  them)
   – Write a Top 10 Reasons post
   – Interview a thought leader
   – Highlight an issue related to your cause
   – Hold a contest
   – Discuss other blogs
Step 5
Deploy Your Tools

• Leverage Social Media
   – Pull people to your cause
   – Continue conversations
   – Build trust – the first step in a relationship
Step 5
Deploy Your Tools

• Creation Tools
   – YouTube
   – Facebook Tabs: Wildfire, Involver or TabPress
   – SquiDoo
• Use to tell visual stories
• Post only relevant material
• Link back to your blog and website
Step 5
Deploy Your Tools
• Sharing Tools
    –   Facebook
    –   Squidoo
    –   Twitter
    –   LinkedIn
    –   YouTube
    –   Pinterest
•   Use to engage with others
•   Post only relevant material
•   Be helpful, add value
•   Link back to your blog and website
Step 5
Deploy Your Tools

• Critiquing Tools
   – StumbleUpon
   – Digg
   – Reddit
• Use to bookmark and vote
• Mark only relevant materials
• Choose material that is helpful and adds value
Step 5
Deploy Your Tools

• Posts that are outside your blog or website
  create links
   – Links provide incoming traffic
   – Links are used by search engines
   – Links improve your search rankings
   – Links infer authority
Step 6
Participate and Engage

•       Execute your editorial calendar
    –     Invite questions and comments
    –     Respond and thank people for their participation
    –     Respect differing opinions
    –     Befriend like-minded individuals and their friends
    –     Walk away from fights — do not engage
Step 6
Participate and Engage
•       Develop a voice and brand
    –        Be consistent with what you say, how you say it
    –        It’s okay to be human, but you’re not here to be the life
             of the party
    –        It’s like networking at a cocktail party — some are there
             to drink, you’re not, be professional
    –        Don’t be a zealot
         •      Advance your cause in a calm, rational manner
Step 6
Participate and Engage

•       Establish a pattern of use
    –     Match your use to that of your constituent base
    –     Divide up the day with your team
•       Don’t get consumed
    –     Set limits to how much time you will spend each
          day
    –     Stick to your limits
Step 7
Convert and Capture

• Convert your visitors and capture prospect
  data
• Give them something that they want
  – White paper, presentation, guide, T-shirt,
    Membership, etc.
  – Require they give you contact info in exchange
Step 7
Convert and Capture

• Use any and all methods to drive traffic to the
  offer
  – Email and landing pages
  – Twitter and landing pages
  – Links from other sites
  – Google Adwords and landing pages
Step 8
Measure Results

• Google Analytics
  – Tracks blog/website traffic and Adwords
    campaigns
  – Adwords campaigns add to your search results
     • Inexpensive and controllable
Step 8
Measure Results

• Email and landing page analytics
  – Tracks opens, bounces, conversions
  – Track A/B tests of copy, layouts and images
  – Track clicks on both graphics and text links
Step 9
Integrate Followers

• Onboarding
   – A defined process for welcoming new followers to
     your organization
      • Create a plan to touch new followers at defined
        intervals
      • Pre-develop the onboarding messages
      • Execute a multi-touch campaign for each new member
      • Automate the effort to ensure it happens consistently
      • Provide planned human contact as well
Step 10
Empower Advocates
• Creating connections between people is more
  important than adding people
• Facilitate connections and many small groups will
  form
• Each person you add creates opportunities to create
  many more small groups because there are more
  links than people
Step 10
Empower Advocates

• Provide advocates with tools
  – Online conversation & meeting tools — celebrate progress
  – Dashboard with downloadable templates for signs, ads,
    etc.
  – Online editing capabilities for customization (This
    empowers ownership)
  – Make it easier than starting from scratch
  – Track what is used — make it better
  – Reward those who participate
Step 10
Empower Advocates

• Generate activities for groups
  – Meetups, Tweetups, Twestivals, Fundraisers, a-
    thons, contests
  – Use groups to foster friendly competition
  – Celebrate everyone’s participation
  – Encourage groups to be creative on their own
  – Share what they do with others
Step 10
Empower Advocates

• Solicit funding from your followers
  – Accept online donations
  – Ask for and accept small amounts
  – Thank donors immediately and often
  – Tell them where their donation went
  – Tell them what their donation did
  Then, and only then, can you ask them again.
Now What?
What to Expect

• Social media done right is harder than it looks
  – You will probably spend more time and money
    than you planned
  – Your ROI will be far greater than you hoped
  – Your organization’s base will grow exponentially
  – Your organization will be forever transformed

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MSAF Social Media eBook: an Overview

  • 1. Developing a Social Media Strategy
  • 2. Hmmm . . . So you want to start a Non- profit • Did you know there are more than 1,000,000 groups recognized by Internal Revenue Service as nonprofits? • That is a HUGE number of Causes & folks being served • In your area, how many Non-Profits are viable & self-sustaining? • Not sure what that means? We will cover those two subject areas in-depth. Follow the links & get a head-start.
  • 3. Hmmm . . . So you want to start a Non- profit • The reason most nonprofit groups are started is: – A person or group of people get together with some public-spirited purpose and agree to marshal resources from among themselves and the wider community to address that cause. • A NONPROFIT becomes a corporation by: – Filing its articles of incorporation with the state (usually the secretary of state, attorney general or Department of Commerce) and successfully obtaining a certificate of incorporation or a charter
  • 4. Types of Non-Profits • Informal: You can be a nonprofit organization just by getting together with some friends. An example of this would be a self-help group. In this case, you’re an informal nonprofit organization. • Under Fiscal Sponsorship: If you don’t have enough resources for start-up costs, fees or skills to initially handle finances, or if the organization will exist only long enough to address a specific need and then disband. An example of this would be supplying under-privileged school children with supplies at the start of the school year
  • 5. Types of Non-Profits • IRS Tax-Exempt: You must be a corporation, community chest fund or foundation to receive this status. One example is a “charitable nonprofit” or 501(c)(3). This type of organization provides the extended benefit to their of an income tax deduction for all charitable gifts. • Tax-Deductible: IRS Publication 526 lists types of organizations that are eligible.
  • 6. Why Incorporate? Unsure of who, what & why? • You can incorporate your nonprofit so it exists as a separate legal organization in order to: – Purchase property as an entity. – Establish a bank account under the organization’s name & accept Donations – Ensure that the nonprofit can continue on its own (even after you’re gone). – Protect yourself personally from liability from operations of the nonprofit.
  • 7. Incorporating your Non-Profit Unsure of who, what & why? • You incorporate your nonprofit by: – Filing articles of incorporation (or other charter documents) with the appropriate local state office. • What are ARTICLES OF INCORPORATION – The first key charter document, the articles of incorporation must be filed with your state. – In most states, the state attorney general or secretary of state is designated as the public’s representative for dealing with registration of charter.
  • 8. Why Incorporate your Non-Profit Unsure of who, what & why? • TAX EXEMPTION Incorporation facilitates application for federal and state tax-exempt status. • LIMITED LIABILITY With rare exception, individuals who control the corporation are not responsible for legal and financial obligations of the organization. Therefore, there is less personal risk. The corporation can incur debts and have legal obligations. It owns its own property.
  • 9. Board of Directors Unsure of who, what & why? • Your board of directors is comprised of a group of local or regional leaders: – They are volunteering their time to LEAD your nonprofit organization. – They are also the spokespersons and advocates for your organization. – Your organizations bylaws should include the descriptions of the board’s offices, as agreed to by the board.
  • 10. 9 Reasons for having a Board NO Board, No one is driving the Car • Your Board of Directors are the Drivers – They Champion your Cause – They guide the Mission of your Cause – Their Credibility brings funding to your Cause
  • 11. Board: Reason #1 NO Board, No one is driving the Car • Determining purpose and establishing mission – Founding boards help define the organization’s mission – Over time new boards ensure it stays current – An organization’s mission statement explains what it does, why it does it, and whom it serves
  • 12. Board: Reason #2 NO Board, No one is driving the Car • Setting policy • Boards are responsible for establishing policies regarding: – Staffing – Evaluations – Periodically reviewing founding documents – Creating and maintaining records – Budgeting – Managing facilities – Public relations – All other matters essential to the viability and success of the organization
  • 13. Board: Reason #3 NO Board, No one is driving the Car • Communicating mission and achievements to the larger community – Nonprofits depend on community support and funding, and the board serves as its ambassadors, getting the word out. The board should be involved in: • Defining the message • Selecting the best mechanisms for disseminating the message based on need and budget • Budgeting for public information and outreach • Putting in place evaluation strategies to measure effectiveness • Periodically adjusting communications based on results and resources.
  • 14. Board: Reason #4 NO Board, No one is driving the Car • Maintaining organizational integrity and accountability – The board is ultimately responsible for ensuring adherence to legal standards and ethical norms and establishing policies and procedures to guide its members and staff. – Nonprofit organizations have come under increased scrutiny in recent years, caused in part by a few organizations that failed to maintain appropriate oversight and therefore fell victim to fraud, embezzlement or other breach of public trust.
  • 15. Board: Reason #5 NO Board, No one is driving the Car • Effectively planning (ensuring mission is carried out) – In addition to strategic long-range planning, the board should also insist that the staff develop an operational planning process – This translates the strategic plan’s goals and objectives into a concrete work plan – The board should periodically assess its own operations to ensure that it and the organization are working at optimum capacity and efficiency
  • 16. Board: Reason #6 NO Board, No one is driving the Car • Hiring, oversight, assessment and supporting the executive director – One of the most important responsibilities of a board is the hiring of the executive director – Establish specific long-term priorities with clear objectives for at least one year of the new director’s service – Clarify which functions belong to the board and which to the executive director – The board should provide support and constructive feedback to the director, including an annual evaluation based on specific measurable goals
  • 17. Board: Reason #7 NO Board, No one is driving the Car • Cultivating resources, raising funds, and contributing to the bottom line – Another important function of a board is fund-raising – It is important for board members to understand they must contribute more than their time and expertise for program activities – They are expected to identify outside funding resources and make an appropriate annual financial contribution to demonstrate commitment
  • 18. Board: Reason #7 NO Board, No one is driving the Car • Cultivating resources, raising funds, and contributing to the bottom line – The board should approve a fund-raising plan with a case statement – A written statement of need that expands the organization’s mission and purpose and tells potential funders why the organization needs money and how it will be used
  • 19. Board: Reason #7 NO Board, No one is driving the Car • Cultivating resources, raising funds, and contributing to the bottom line – The board should approve a fund-raising plan with a case statement – A written statement of need that expands the organization’s mission and purpose and tells potential funders why the organization needs money and how it will be used
  • 20. Board: Reason #7 NO Board, No one is driving the Car • The Case Statement Should Answer the Following Questions: – What is the organization and what does it do? – Why does the organization exist? – What is distinctive about the organization? – What must be accomplished? – How will this campaign enable it to be accomplished? – How can the donor become involved? – How do donors benefit from this organization?
  • 21. Board: Reason #8 NO Board, No one is driving the Car • Meeting fiduciary responsibilities. – Board members have a responsibility to assure that the organization remains financially sound – While the treasurer and Finance Committee have the chief responsibility of developing and tracking the budget, it is every member’s responsibility to understand the budget, investment procedures and the organization’s financial history
  • 22. Board: Reason #8 NO Board, No one is driving the Car • Meeting fiduciary responsibilities – The board must put fiscal and accounting policies and procedures in place to ensure integrity, legal compliance and smooth operation – These mechanisms will include preparation of an annual budget based on goals and realistic projections – Development of accounting guidelines and/or authorization of accounting services – Acquisition of software packages to facilitate documentation and projections – Standards for record creation and retention, and – Policies regarding submission and board review of finance and tax documents
  • 23. Board: Reason #9 NO Board, No one is driving the Car • Recruiting volunteers and exercising ongoing self- management – A commonly overlooked board responsibility is that of identifying and developing future leaders. – Current board members are in the best position to know how best to fill an expertise or constituent representative need with new board members. – Boards often frequently overlook the sensitive area of self- evaluation. – An organization should conduct an informal and ongoing assessment at every meeting and a formal assessment annually – By evaluating its performance in fulfilling its responsibilities, the board can recognize its achievements and reach consensus on which areas need to be improved
  • 24. Board leadership Challenges a reality • The current Economic Crisis is a serious challenge for all sectors of our Society, but even more so for Non-Profits! • In times such as these, NPOs need a vibrant, creative & innovative Board • Leadership is needed more during times of uncertainty than in times of stability • Implementing a Social Media Strategy REQUIRES innovative Leadership
  • 25. Build your Board Socially! Equals greater Board involvement • Social Media & prospective Board Members – No difference in meeting & engaging • Donors • Volunteers • Recipients or Clients of your Cause – Find them using same strategies – LinkedIn yields the greatest opportunities – If a Board Member has his or her Board Roots in Social Media, you are OVER 50% of the way to having a Social Media Strategy for your NPO
  • 26. Why implement a Social Media Strategy? Results • 1st: What is a Social Media Strategy? – A coordinated & focused effort – Designed to reach specific goals & targets – Implementing to varying degrees, different Social Media Platforms, which are all inter-dependent upon the other
  • 27. What are the benefits of a Social Media Strategy? So many • Primary Benefits: – Social Media Marketing is or can be . . . FREE! – Causes are social by nature, therefore connecting through social channels is a natural – Social Connections take place over a longer period of time & are deeper in commitment, therefore the outcomes have greater value – The Trust Factor of a knowledgeable friend or Social Connection, PULLS like minded people to a Brand or a Cause – Pulling clients to a cause has greater value than that of typical Brand Marketing, a Push Style method of reaching potential customers
  • 28. Social Media Strategies require combinations of the following: • Various Platforms, for varying Goals or Targets: but they all must connect to the Cause or NPO’s Web Site: – Blog: Cause – Blog: Board – Blog: Volunteers – Blog: Clients/Recipients – Micro-Blogs
  • 29. Social Media Strategies require combinations of the following: • Various Platforms, for varying Goals or Targets: but they all must connect to the Cause or NPO’s Web Site: – Facebook: Personal – Facebook: Cause – Facebook: Avocations – Facebook: Volunteers & Cause – Facebook: Volunteer Avocations – Facebook: Board Members & Cause – Facebook: Clients or Recipients of services
  • 30. Social Media Strategies require combinations of the following: • Various Platforms, for varying Goals or Targets: but they all must connect to the Cause or NPO’s Web Site: – Twitter: Personal – Twitter: Cause – Twitter: Volunteers – Twitter: Board Members – Twitter: Clients/Recipients
  • 31. Social Media Strategies require combinations of the following: • Various Platforms, for varying Goals or Targets: but they all must connect to the Cause or NPO’s Web Site: – YouTube: Cause – YouTube: Board – YouTube: Volunteers – YouTube: Clients/Recipients
  • 32. Social Media Strategies require combinations of the following: • Various Platforms, for varying Goals or Targets: but they all must connect to the Cause or NPO’s Web Site: – Linkedin: Cause – Linkedin: Board – Linkedin: Staff – Linkedin: Volunteers – Linkedin: Clients/Recipients
  • 33. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • A few Social Content Facts as of Feb. 2012 – Over 1.5 million pieces of content are shared on Facebook daily – Approximately one in every 13 people on earth are active Facebook users – The number of Twitter users increases by 300,000 every day – Twitter users send 55 million Tweets per day, or 640 per second – Facebook added 100 million users in less than nine months – Interactive content is shared 11 times more often than static content
  • 34. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • The challenge is to engage effectively on social sites and then drive fans and followers back to the NPO website • Therefore Content should be INTERACTIVE • Why? – It is most likely to be consumed and enjoyed, bringing your audience back for MORE – It is most likely to be shared among social media channels
  • 35. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • Interactive Content Increases Time on a Site • According to research compiled from AOL, Nielsen and MarketingProfs, 53 percent of time spent on the internet is directly attributable to content consumption • 96 percent of what is consumed and shared does not link to a static web page!
  • 36. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • In other words, consumers are demanding interactive, digital content • To drive interactions and make your site “sticky,” • Your Cause must offer content that today’s Volunteers, Donors & Recipients have come to EXPECT & are drawn to while sharing with others
  • 37. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • Content that WORKS: – Videos, entertaining or interesting interviews, Audios, Surveys or interactive quizzes or other applications which create an emotional connection – An Emotional Connection will get the user to Register for more information, for more emotional future connections – Capturing a Registration is key to an NPOs Long Term Success!
  • 38. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • When an online content strategy is designed around the concept of a “hub,” companies can create an educational resource that will generate and nurture leads far beyond the duration of a simple • A Hub is seen in the following Graphic: Content flows in a circular pattern
  • 39. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • When an online content strategy is designed around the concept of a “hub,” companies can create an educational resource that will generate and nurture leads far beyond the duration of a simple • A Hub is seen in the following Graphic: Content flows in a circular pattern Donor, Facebook Donor, Volunteer Content Volunteer or Client Share or Client Web Site Content
  • 40. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • Content that WORKS: – For Profits, your typical Brand Name, offers a Quid Pro Quo: you give me something & then I give you something – Register & get a Coupon – NPOs can have Partners – Those Partners can provide “Giveaways” that induce registration
  • 41. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • According to the Marketing Experiments report, Clarity Trumps Persuasion • Your content must answer at least the first two of these three simple questions within the first seven seconds of a prospect’s arrival to the Web page – Where am I? – What can I do here? – Why should I do it? Most important for NPOs
  • 42. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • Whenever a visitor clicks on a link, the first thing they need is to orient themselves about where they are and why they should stay. • If your content doesn’t clearly establish that relevance for the visitor, they will leave
  • 43. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • The Content Currency Equation – Content is the new medium of exchange between companies and buyers or NPOs & Donors/Volunteers/Clients – With customers taking control of their buying process and so much information competing for notice, the relevance of your content must be perceived as high enough to pay for their attention – The value of your marketing content as currency is also determined by how many of your visitors decide to pay you by sharing their information and opting in to receive more
  • 44. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • The Content Currency Equation – When your marketing currency is perceived as high, more prospective customers are willing to exchange their information for your content – An additional benefit is the willingness of those prospects to share your content with the growing number of people involved in the decision made during a lengthening buying process
  • 45. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • 6 areas to monitor & question: – Time - Are prospects viewing one article for 5 seconds or spending the time necessary to read the entire piece? Do your prospects stay for the entire Webinar or leave after the first 15 minutes? – Depth - Do prospects read one page and leave your Website, or do they tend to click on links to related information and travel more deeply to explore the content more fully? – Interaction - In addition to how many registrants your Webinars get, measure the difference between unique attendees and total attendees.
  • 46. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • 6 areas to monitor & question: – Social - How many of your visitors and followers are sharing your Webinars, white papers and other content with their social networks via Twitter, LinkedIn, Facebook or mentions in their blog posts – Opt In - What percentage of visitors who visit your landing pages are opting in for your gated offers? This includes Webinar registrations, newsletter subscriptions, online demos and other content offers – Referrals - Are your prospects only visiting your Website when prompted by an email? Or are they coming to you via social media, search returns, peer recommendations or on their own? Being findable is the new “black” for marketing
  • 47. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • These 8 methods will focus listening to cultivate insights used to improve your marketing content’s currency value: – #1 Phrasing: One of the best ways to increase relevance with prospects is to use the language they use to talk about their problems – If they talk about bottlenecks, discussing performance improvements may not produce the same level of engagement as using the words they use intuitively – When you listen to visitors, make note of how they describe issues of importance – Remember that listening to your customers may not produce the same results as you've already indoctrinated them with some of your Cause terminology and language.
  • 48. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #2 Webinars: One of the ways to get up to speed about prospects is by attending Webinars your Visitors attend. Sure, it's helpful to hear other experts talk about the issues, problems and solutions, but what's really valuable are the questions asked by attendees • Addressing those questions and comments in your next piece of content can help to boost its success, as well as your company's credibility and expertise
  • 49. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #3 Blogs: Following the most active blogs in your industry • This is a great way to listen to your visitors, Donors, Volunteers or Clients • What you're looking for is not just timely topics of interest, but comments. • How people respond to the blogger's point of view can provide a lot of insight to the concerns, beliefs and interests that are top of mind for your followers (or people like them)
  • 50. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #4 Twitter Streams: What I mean by Twitter Streams are hash tag searches for keywords or solutions. • Use a program like TweetDeck or TweetGrid and dedicate 2 or 3 columns to hash tag searches pertinent to keywords your Followers use. • This concentrates how many Tweets you have to plow through, makes for a quick study of phrasing and content is—regardless of where your Followers happen to encounter it online—the higher your currency value
  • 51. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #5 Bit.ly Links: Many of the links used on Twitter are created by the URL shortener Bit.ly. • If you copy and paste the link into a browser and add a + (plus) sign at the end and click enter, you can see a stream of who has Tweeted the link and any comments readers have posted • You can click through on their Twitter handles to learn more about the people interested enough to share that information with their followers • This information also provides an impression about the level of interest in the topic by displaying how many clicks, Tweets and shares have happened over time • Additionally, the number of responses provides an idea of the level of influence of the original Tweeter, who may be enticed to help you spread your company’s ideas to interested followers
  • 52. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #6 LinkedIn Groups: Using profiles of people like your prospects to get a baseline about a specific segment is a good start. • But to get a feel for their sentiment about a topic, monitoring and participating on groups they belong to can provide great insights that translate back to improving your content relevance. • Make sure when you participate that it's never to sell, only to provide valuable insights, answer the questions asked or ask questions about topics the group is focused on discussing
  • 53. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #7 Feedback: Direct learning about the opinions and reactions to your NPO, Programs and Services is available in a variety of flavors • Whether or not your Webinar attendees stay for the duration of your event and are interested enough to ask questions is real-time feedback • Customer surveys post-Webinars help as well. Contact center reps are on the front lines, interacting with your customers daily and salespeople are speaking with the very types of people marketing content is responsible for attracting. • Incorporating a variety of feedback into your listening can serve as validation for the types of information you’re gathering through other methods
  • 54. Content DRIVES Social Media Success! Old saying . . . Content is King or Queen! • #8 Metrics: Paying attention to whether or not prospects are responding to your email is a form of listening, as is measuring bounces on specific Website pages and time spent with another input for your consideration when developing content. • Metrics are the ultimate • Noting the keywords site visitors use to find your Website is THE GUAGE of what’s working and what’s not.
  • 55. Social Media is smokin’ HOT! Everybody is talking about it, using it, connecting on it . . . Social Media = Millions of users & 100s of Millions of interactive hours daily • So many users & so many methods of interacting • & so little time! • With so many Visitors & Potential Captures, tailoring Content is key • How to tailor content is knowing your visitor, which, you can generally get to know starting with Generational Models
  • 56. Begin with a Generational Comparison: • If you know who they are, then learning to connect is much easier • Who is who – born between 1946 - 1965 - The baby Boomers – born between 1966 – 1982 - Generation X – born between 1983 – to date - Generation Y or Millenials
  • 57. Level of trust toward authority • Boomers are confident of self, not authority. • Gen Xers have a low level of trust toward authority. • Millennials have a high level of trust toward authority. Yet they are less trustworthy of individual people. Perhaps it’s from being born into an age of terrorism or maybe it’s their overprotective parents or the danger-obsessed media.
  • 58. What do they view as the ultimate reward? • Boomers want a prestigious title and the corner office. • Gen Xers want the freedom not to have to do something. • Millennials prefer meaningful work.
  • 59. How were their parents with them?? • Boomers had parents who were controlling. • Gen Xers parents were distant. • And Millennials? Their parents were intruding. Or, as my Millennial-age intern tells me, they have “helicopter parents”—they’re always hovering.
  • 60. What are their views toward having children? • Boomers are controlled, their children were planned. • Gen Xer’s are doubtful about the possibility of becoming parents. • Millennials are definite about parenthood. In fact, they view marriage and parenthood as more important than careers and success.
  • 61. And overall family life? • Boomers were indulged as children. • Gen Xers were alienated as children. • Millennials were protected as children.
  • 62. Views toward education? • Boomers want freedom of expression. • Gen Xers are pragmatic. • Millennials need the structure of accountability
  • 63. Political orientation • Thankfully, boomers want to attack oppression. Without those views we might not have had civil rights or we may still fighting a war in a little country called Vietnam. • Gen Xers are apathetic and more worried about the individual. • And the Millennials, the Facebookers and Tweeters? It should be no surprise that they crave community, engagement, equality & social justice.
  • 64. Last but not least, the views on the big question. • Boomers want to know, “What does it mean?” • Gen Xers need to know, “Does it work?” • Millennials are curious to know, “How do we build it?”
  • 65. Social Inclinations and technological prowess of X & Y . . . • They are your next generation of leaders • They are very comfortable/knowledgeable with & about technology – It is an integral, moment to moment part of their life • For them, the world is flat and has no boundaries
  • 66. Social Inclinations and technological prowess of X & Y . . . • Very high skill level in social networking activities • They want to feel connected to the mission and have fun with whatever they do • Strong affinity for community service and volunteering for a good cause • What kind of “Good Cause?”
  • 67. • Let’s use Political Fundraising as an Example of a Good Cause
  • 68. Fundraising: a very relevant generational difference • Obama’s Campaign: • $32 million raised from 275,000 people who gave $100 or less • Almost the exact opposite, in % of & level of giving, of Hilary Clinton
  • 69. Long Tail: The end of the 80/20 rule Click on slide Web 2.0 shifts control to the Long Tail to generate motion making more use of the resources, caused due to • Adoption of Web as a global platform • Low Cost of hardware and software The New Way (with a bigger and longer tail) The Old Way (Pareto Principle, Control or 80/20 rule) 20% When Web 2.0 is applied… Source: http://en.wikipedia.org/wiki/The_Long_Tail
  • 70. If Obama can, your Cause can! Web 2.0 significantly increases total value contributed by larger distribution of smaller value donors. High $ value donors, Smaller distribution Control 20% Low $ value donors, Greater distribution Source: http://en.wikipedia.org/wiki/The_Long_Tail
  • 71. Social Media is EVERYWHERE! • Varied Platforms: Blogs, Facebook, Twitter, YouTube, LinkedIn & Pinterest – & so many others! – Some . . . with an acute focus on assisting Non-profits • Which I am going to provide you with in this Presentation
  • 72. The level of Engagement is off the Charts! • Why? • PERSONALIZATION: – If the Platform or Application is greatly personalized towards the Member or User, the experience will be much more personal, therefore have greater value to the individual, & the Member or user will make it a personally relevant engaging experience.
  • 73. Just for kids? The Younger Generations? • Should you, as a Non-profit get involved? • Are you missing something if you don’t? • Can this work for your organization? • I get asked these or variations of these questions all the time! The answers are No, Yes, Yes and Yes.
  • 74. Social Media is Pervasive • & No, it’s not just for kids – Millions of people from all generations are participating • Yes, you should get involved • Yes, you are missing an amazing opportunity for your organization • Yes, social media will help advance the goals of your Cause at a minimum of 30% • So . . . let’s get planning
  • 75. Step 1 Look, Listen, Learn • Initially I am addressing a Newbie? – Someone who is new to starting-up a Non-Profit – Someone who has a somewhat limited technological skill set – Someone who either has NO budget or a very small budget
  • 76. Step 1 Look, Listen, Learn • So Mr. Newbie, you must observe the lay of the land, get to know what is out there that can help your Cause – What tools are out there for beginners or NPOs with a very limited or no budget? • Initially, I strongly recommend, in this order: – Networkforgood.org – Causes.com – Crowdrise.com – AndYOU.JnJ.com – VolunteerMatch.com – Sparked.com – Do they have what an NPO needs to succeed? • Yes!!! You DO NOT need to go any further than these 5 to kick-start your Cause.
  • 77. First Tool – Network for Good Look, Listen, Learn • Go to Network for Good (NFG) – www.networkforgood.org • Founded by: • NFG provides a secure, convenient donation system that makes it possible to give to any charity, anywhere, anytime!
  • 78. Network for Good: Results!! • Returned $25 to the sector for every $1 invested in Network for Good • Raised over $500 million in online donations to more than 60,000 different nonprofit organizations • Built a Volunteer Network that connects users across the country with more than 200,000 local, international and virtual volunteer opportunities • Taken fundraising viral and raised well over $3.4 million via fundraising widgets
  • 79. 2nd Tool – Causes.com • Create a Cause you believe in! – Easy to do at http://www.causes.com/ – Largest platform for activism and philanthropy • 170 million members! – Empowers individuals to create grassroots communities • 500,000+ member created Causes! – Take action on behalf of a specific issue or nonprofit organization • $40 Million raised on behalf of 27,000 Non-profits Anyone can change the world.
  • 80. 3rd Tool - Crowdrise • Go to www.Crowdrise.com – unique blend of: • Online Fundraising • Crowdsourcing • Social networking • Contests • Other nifty, usable stuff!
  • 81. Crowdrise • Crowdrise has Reward Points!! – Very cool concept, just like your loyalty points you earn when you use your credit card to buy, buy & buy some more!! – Wearables, Tees, Hats & Hoodies! • Easy to use profile creator & share via the Control Panel: Start a fundraiser immediately!
  • 82. 4th Tool - &You • Go to www.andyou.jnj.com • Sponsored by • Free digital tool designed for both individuals and verified 501(c)3 organizations • The &you widget takes: – Volunteer and job opportunities – Ways to Donate – Events – News – Puts them in one place!
  • 83. 5th Tool - VolunteerMatch • Go to www.volunteermatch.com • 70,953 Active Opportunities • 80,995 Participating Organizations • 5,874,450 Referrals Since 1998 – Supported by the Carnegie Foundation – Supported by the Ford Foundation – Supported by the Hearst Foundation – Supported by the Kellogg Foundation
  • 84. 6th Tool - Sparked • Go to www.sparked.com • Connects nonprofits with skilled microvolunteers who donate their time to your specific projects. • http://blog.sparked.com/category/microvolun teering-2/ • Code development, highly technical skills that are very expensive to hire: provided for FREE!
  • 85. If Funds are not an issue • The following Graphic is what your overview of your Social Media Strategy • To reach this level of integration, this level of engagement requires expertise, time & patience
  • 86. A Social Media “Hub”: Interconnected Develop a Plan using a combination of these Platforms for different demographics, verticals, groups Blog Vlog Tweet FB eNews Pin Linkedin Cause Web Site
  • 87. Step 1 Look, Listen, Learn • As a Newbie, you MUST ask questions – A great way to get information and learn quickly – Lots of people are willing to help and share knowledge – There are numerous online resources, places to ask your questions – Using your favorite search engine: • Enter the following, but localize the search by including your city or state: • “Non-profit resource provider”
  • 88. Step 2 Define Your Audience • Search for your base – Using multiple channels – Twitter, YouTube, Facebook, etc • Where are those you want to serve? • Where are your donors? • Where are your volunteers? • Where are your advocates? Go find them.
  • 89. Step 3 Develop a Plan • Set a goal or goals – Why are you doing this? – What do you want as a result? – Who will you serve? – What is success for this Project, this Program?
  • 90. Step 3 Develop a Plan • Possible Outcomes – Learn something you didn’t know – Tell your story to new people – People sharing information about you, your Cause – Gain experience with two-way communication – Create a community of advocates, evangelists for your Cause
  • 91. Step 3 Develop a Plan • Develop your initial strategies – Strategy for building a Board of Directors – Strategy for building an active passionate group of Volunteers – Strategy for Fundraising • Annual Donations • Micro-Donations • Strategies can be long term or short term
  • 92. Step 3 Develop a Plan • Example Possible Long Term Strategies – Educate your target audience about the cause by identifying, sharing and discussing pertinent online content employing a basic repetitive series of events, beginning with: • Blogging on your Cause Web Site – Posting on Facebook Cause page “New Status” about most recent Blog – Tweeting link to Blog or tweeting complete blog – VLOG (video blog) on your YouTube Cause Channel » Posting a link to your VLOG on your Web Site, Blog, Facebook & Tweet the same link or Tweet the VLOG
  • 93. Step 3 Develop a Plan • Define your tactics – Tactics are specific actions you will take to execute the strategy • Who • What • When • Where • How much
  • 94. Step 3 Develop a Plan • A few examples of Tactics – Marketing Coordinator to write and post 3 blog posts per week following the editorial calendar – Marketing Coordinator, Director of Development and Marketing Manager to Tweet and Re-Tweet blog posts using Twitter when new blog entries are posted – Twitter feeds link to main Facebook page – Deploy 5 emails to the A, B & C mailing lists over a two-week period • Emails to include a PURL that drives traffic to landing pages that recruit people to your cause – Include landing page URLs in daily Twitter Tweets
  • 95. Step 3 Develop a Plan • Determine your success metrics – What does success mean to you? – How will you measure and record progress? – Keep it simple (KISS)
  • 96. Step 3 Develop a Plan • Possible Success Metrics – The number of advocates you add over a defined period of time – Change in the engagement level of advocates in that period of time – Increase in number, size, frequency of donations – Time it takes to mobilize X number of advocates regarding an action
  • 97. Step 4 Staff Your Team • Internal – Your biggest cheerleaders and enthusiasts • Not always the higher ups with the titles • External – Get help • Extend your network • Paid participation ensures it gets done • Expertise is invaluable
  • 98. Step 5 Deploy Your Tools • Core Tool – Your Blog – If you don’t have one (or more) you need one, now – Fastest, least expensive means for you to distribute timely information about your organization and its efforts on a regular basis
  • 99. Step 5 Deploy Your Tools • Create an editorial calendar – What will you say and why – What should people do in response – How will your constituents use this information?
  • 100. Step 5 Deploy Your Tools • Search for lists on blog topics (there are lots of them) – Write a Top 10 Reasons post – Interview a thought leader – Highlight an issue related to your cause – Hold a contest – Discuss other blogs
  • 101. Step 5 Deploy Your Tools • Leverage Social Media – Pull people to your cause – Continue conversations – Build trust – the first step in a relationship
  • 102. Step 5 Deploy Your Tools • Creation Tools – YouTube – Facebook Tabs: Wildfire, Involver or TabPress – SquiDoo • Use to tell visual stories • Post only relevant material • Link back to your blog and website
  • 103. Step 5 Deploy Your Tools • Sharing Tools – Facebook – Squidoo – Twitter – LinkedIn – YouTube – Pinterest • Use to engage with others • Post only relevant material • Be helpful, add value • Link back to your blog and website
  • 104. Step 5 Deploy Your Tools • Critiquing Tools – StumbleUpon – Digg – Reddit • Use to bookmark and vote • Mark only relevant materials • Choose material that is helpful and adds value
  • 105. Step 5 Deploy Your Tools • Posts that are outside your blog or website create links – Links provide incoming traffic – Links are used by search engines – Links improve your search rankings – Links infer authority
  • 106. Step 6 Participate and Engage • Execute your editorial calendar – Invite questions and comments – Respond and thank people for their participation – Respect differing opinions – Befriend like-minded individuals and their friends – Walk away from fights — do not engage
  • 107. Step 6 Participate and Engage • Develop a voice and brand – Be consistent with what you say, how you say it – It’s okay to be human, but you’re not here to be the life of the party – It’s like networking at a cocktail party — some are there to drink, you’re not, be professional – Don’t be a zealot • Advance your cause in a calm, rational manner
  • 108. Step 6 Participate and Engage • Establish a pattern of use – Match your use to that of your constituent base – Divide up the day with your team • Don’t get consumed – Set limits to how much time you will spend each day – Stick to your limits
  • 109. Step 7 Convert and Capture • Convert your visitors and capture prospect data • Give them something that they want – White paper, presentation, guide, T-shirt, Membership, etc. – Require they give you contact info in exchange
  • 110. Step 7 Convert and Capture • Use any and all methods to drive traffic to the offer – Email and landing pages – Twitter and landing pages – Links from other sites – Google Adwords and landing pages
  • 111. Step 8 Measure Results • Google Analytics – Tracks blog/website traffic and Adwords campaigns – Adwords campaigns add to your search results • Inexpensive and controllable
  • 112. Step 8 Measure Results • Email and landing page analytics – Tracks opens, bounces, conversions – Track A/B tests of copy, layouts and images – Track clicks on both graphics and text links
  • 113. Step 9 Integrate Followers • Onboarding – A defined process for welcoming new followers to your organization • Create a plan to touch new followers at defined intervals • Pre-develop the onboarding messages • Execute a multi-touch campaign for each new member • Automate the effort to ensure it happens consistently • Provide planned human contact as well
  • 114. Step 10 Empower Advocates • Creating connections between people is more important than adding people • Facilitate connections and many small groups will form • Each person you add creates opportunities to create many more small groups because there are more links than people
  • 115. Step 10 Empower Advocates • Provide advocates with tools – Online conversation & meeting tools — celebrate progress – Dashboard with downloadable templates for signs, ads, etc. – Online editing capabilities for customization (This empowers ownership) – Make it easier than starting from scratch – Track what is used — make it better – Reward those who participate
  • 116. Step 10 Empower Advocates • Generate activities for groups – Meetups, Tweetups, Twestivals, Fundraisers, a- thons, contests – Use groups to foster friendly competition – Celebrate everyone’s participation – Encourage groups to be creative on their own – Share what they do with others
  • 117. Step 10 Empower Advocates • Solicit funding from your followers – Accept online donations – Ask for and accept small amounts – Thank donors immediately and often – Tell them where their donation went – Tell them what their donation did Then, and only then, can you ask them again.
  • 118. Now What? What to Expect • Social media done right is harder than it looks – You will probably spend more time and money than you planned – Your ROI will be far greater than you hoped – Your organization’s base will grow exponentially – Your organization will be forever transformed