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The Dance Floor and The Balcony: Effective Social Media Strategy and Tactics for NGOs Zabara Tango David Sasaki, Global Voices Beth Kanter,  Beth’s Blog Open Society InstituteJanuary, 2010
Zabara Tango
Fried Grasshoppers
Cambodia … Photo by Steve Goodman
Engaging Content in many places network Sharing Conversations Crowdsourcing Fundraising Learning and content creation Beth’s Blog
Scholar Ceo Co-Author
Introductions Name, Organization Just Three Tags
Dance Card
Hashtag:  #OSITANGO http://socialmediafoundations.wikispaces.com
Stand up, Sit Down
Human Spectragram:  Agree or disagree with: Social media is just a fad and waste of time Social media can help fundraising results
Count off – 1 – 2
Principles for Effective Social Media Strategy
A Story An Organization
[object Object]
 Identify and reach new supporters
 Raise money,[object Object]
Listen:  Monitor, Compile, Distribute I took an American Red Cross class I thought was less than satisfactory. […] The local chapter director.  called me to talk about it honestly.  They care about me and they’re willing to go the extra mile. I am now significantly more likely to take another class than I was before.”  - Blogger
Listening Drove Adoption
Influencer complaining … Customer service issue Relationship building Engagement
Mobilize
Scale
Social Media’s Role in Disaster Relief Effort in Haiti
The Principles of Effective Social Media Strategy
Principles Links to communications strategy or theory of change Listening and monitoring techniques and engages with audience Builds relationships with influencers Makes it  easy to remix and share their content Leverages a networked effect Allocated staff time and has experience Fails informatively Uses the right metrics Assesses organizational culture Describes social media use in terms of value, actions, and results – not tools
1. Links to Communications Strategy or Theory of Change
2. Listen First,  Engage Second
Source: Communications Network Listening Presentation OSI Foundation
Engaging in the Conversation Strategically
“It is important to connect with people based on their interests (I will sometimes search twitter for "kids outside" and then compliment them on giving their kids a green hour!) ” Danielle Brigida
www.a1plus.am  - Armenia
3. Builds Relationships with Influencers
4.   Makes it  easy to remix and share their content
User Generated Content
Web Site Content
Social Media Outposts
Curated Social Content
5.  Leverage A Networked Effect
Empowering supporters without loosing control …
Example
Networked Effect
6. Allocate staff time,  have expertise to implement strategy
Well, maybe not dead 7. Pick the right metrics to understand what is and what isn’t working
Seed  Identify Influencers Tracking the Funnel ATTENTION Tweets Blog PostsFB StatusFB Wall Posts ENGAGEMENT Click Thrus Retweets Comments CONVERSION Based on:  Sean Power and Alistair Croll http://bit.ly/cummunilytics Donations/DollarsOngoing Donor
Seed:  Twitalyzer to identify Influencers    # followers   # unique references   Frequency RT you  Frequency RT others   Relative frequency updates
Reach:  What the Hashtag  Tweets
Engagement: Bit.ly for  Click Thrus
8.  Assess Organizational Culture  Flickr photos by jamesjordan
Common Concerns Loss of control over their branding and marketing messages Dealing with negative comments Addressing personality versus organizational voice  (trusting employees) Fear of failure  Perception of wasted of time and resources  Suffering from information overload already, this will cause more
Creating A Safe Place Identify worst case scenarios Develop  contingency plans Prepare for the failures
Principles Links to communications strategy or theory of change Listening and monitoring techniques and engages with audience Builds relationships with influencers Makes it  easy to remix and share their content Leverages a networked effect Allocated staff time and has experience Fails informatively Uses the right metrics Assesses organizational culture Describes social media use in terms of value, actions, and results – not tools
Share Pairs What is one insight that you learned today? What is still unclear? What do you need to move forward? Photo by Franie
Closing Circle

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OSI Workshop

  • 1. The Dance Floor and The Balcony: Effective Social Media Strategy and Tactics for NGOs Zabara Tango David Sasaki, Global Voices Beth Kanter, Beth’s Blog Open Society InstituteJanuary, 2010
  • 3.
  • 5. Cambodia … Photo by Steve Goodman
  • 6. Engaging Content in many places network Sharing Conversations Crowdsourcing Fundraising Learning and content creation Beth’s Blog
  • 10. Hashtag: #OSITANGO http://socialmediafoundations.wikispaces.com
  • 12. Human Spectragram: Agree or disagree with: Social media is just a fad and waste of time Social media can help fundraising results
  • 13. Count off – 1 – 2
  • 14. Principles for Effective Social Media Strategy
  • 15. A Story An Organization
  • 16.
  • 17. Identify and reach new supporters
  • 18.
  • 19. Listen: Monitor, Compile, Distribute I took an American Red Cross class I thought was less than satisfactory. […] The local chapter director. called me to talk about it honestly. They care about me and they’re willing to go the extra mile. I am now significantly more likely to take another class than I was before.” - Blogger
  • 21. Influencer complaining … Customer service issue Relationship building Engagement
  • 23. Scale
  • 24.
  • 25. Social Media’s Role in Disaster Relief Effort in Haiti
  • 26.
  • 27. The Principles of Effective Social Media Strategy
  • 28. Principles Links to communications strategy or theory of change Listening and monitoring techniques and engages with audience Builds relationships with influencers Makes it easy to remix and share their content Leverages a networked effect Allocated staff time and has experience Fails informatively Uses the right metrics Assesses organizational culture Describes social media use in terms of value, actions, and results – not tools
  • 29. 1. Links to Communications Strategy or Theory of Change
  • 30.
  • 31.
  • 32. 2. Listen First, Engage Second
  • 33. Source: Communications Network Listening Presentation OSI Foundation
  • 34. Engaging in the Conversation Strategically
  • 35. “It is important to connect with people based on their interests (I will sometimes search twitter for "kids outside" and then compliment them on giving their kids a green hour!) ” Danielle Brigida
  • 36.
  • 37.
  • 38. www.a1plus.am - Armenia
  • 39. 3. Builds Relationships with Influencers
  • 40.
  • 41.
  • 42.
  • 43.
  • 44. 4. Makes it easy to remix and share their content
  • 45.
  • 47.
  • 51. 5. Leverage A Networked Effect
  • 52. Empowering supporters without loosing control …
  • 55. 6. Allocate staff time, have expertise to implement strategy
  • 56.
  • 57. Well, maybe not dead 7. Pick the right metrics to understand what is and what isn’t working
  • 58.
  • 59. Seed Identify Influencers Tracking the Funnel ATTENTION Tweets Blog PostsFB StatusFB Wall Posts ENGAGEMENT Click Thrus Retweets Comments CONVERSION Based on: Sean Power and Alistair Croll http://bit.ly/cummunilytics Donations/DollarsOngoing Donor
  • 60. Seed: Twitalyzer to identify Influencers   # followers   # unique references   Frequency RT you  Frequency RT others   Relative frequency updates
  • 61. Reach: What the Hashtag Tweets
  • 62. Engagement: Bit.ly for Click Thrus
  • 63. 8. Assess Organizational Culture Flickr photos by jamesjordan
  • 64. Common Concerns Loss of control over their branding and marketing messages Dealing with negative comments Addressing personality versus organizational voice (trusting employees) Fear of failure Perception of wasted of time and resources Suffering from information overload already, this will cause more
  • 65. Creating A Safe Place Identify worst case scenarios Develop contingency plans Prepare for the failures
  • 66. Principles Links to communications strategy or theory of change Listening and monitoring techniques and engages with audience Builds relationships with influencers Makes it easy to remix and share their content Leverages a networked effect Allocated staff time and has experience Fails informatively Uses the right metrics Assesses organizational culture Describes social media use in terms of value, actions, and results – not tools
  • 67. Share Pairs What is one insight that you learned today? What is still unclear? What do you need to move forward? Photo by Franie
  • 69. Thank You! Beth’s Bloghttp://beth.typepad.com Slides and Linkshttp://socialmediafoundations.wikispaces.com/

Editor's Notes

  1. Photo by oso
  2. Next, I’m going to share a brief case study about the American Red Cross that illustrates how social media is having a huge impact on nonprofits and more importantly why it is important for nonprofits to pay attention.The Red Cross – through its social media strategy – has discovered that social media can help with:* Monitor and track their brand and reputation* Identify and reach out to new supporters* Raise moneyThis a core set of impacts for nonprofits and it is increasingly happening online and with social media.
  3. Last May, when Target announcement that it would be giving away its $3 million to ten organizations based on the percentage of votes they could rally from people on Facebook, the Red Cross was ready. They were able to mobilze enough votes to get 1/3 of the budget.When they first started their social media efforts, the communications staff needed to access Facebook but it was blocked . So, because of the earlier listening efforts had effected a change of attitude about social media, they were able to put into place an internal social media policy. They unblockdFacebook. This was important because staff members who were on Facebook all helped with the mobilization of Red Cross fans to help with the voting process.
  4. They also know that in order to have more impact, they need to scale. They wanted to go beyond having social media be a silo in the communications department, and through the Target experience they realized the value of employee use of social networks/social media. They worked on a social media policy, guidelines and an operational manual so that anyone working in affiliates as well as national could be ambassador on social networks. The guidelines also extend to volunteers. The overall policy is encouraging, not controlling. The operational handbook gives them specific steps, examples, and tips for being effective.
  5. For example, they are able to provide advice and support to their affiliates who want to use Twitter effectively. Show example of all Twitter Accountshttp://redcrosschat.org/twitter/Now they have this network set up in the event of a disaster to quickly spread news/information.Their constituents/donors/stakeholders expect them to have a presencehttp://redcrosschat.org/twitter/#comment-37060 (screen capture of this comment)Summarize: The Red Cross found value from social media – by monitoring brand, reaching out to new supporters, and mobilizing them – and they did it by following these incremental steps: listen, engagement, build relationships, mobilize and scaleIt isn’t just Red Cross that has found value in Twitter. Here’s a couple of brief examples.
  6. Links to communications strategy or theory of changeListening and monitoring techniquesEngages audienceBuilds relationships with influencersMakes it easy to remix and share their contentLeverages a networked effectAllocated staff time and has experienceFails informativelyUses the right metricsAssesses organizational cultureDescribes social media use in terms of value, actions, and results – not tools
  7. http://www.flickr.com/photos/ari/487138904/
  8. This is a listening/engaging system that integrates both traditional media (press mentions) w/social media reputation management. Listening is red – and there are different posts for listening ..