This document discusses successful community engagement strategies. It provides tips for engaging a community, including having a common purpose, empowering community members as leaders, giving members a voice, making participation easy, integrating online and offline engagement, and making referrals easy. It also shares examples of how the website EverythingCU.com successfully engages the credit union community through online discussion forums and in-person events. Statistics are presented on EverythingCU.com's growth and impact. Case studies of other credit unions that successfully engage communities through social media are also mentioned.

1. SUCCESSFUL COMMUNITY
ENGAGEMENT
Morriss Partee
Chief Experience Officer
EverythingCU.com

3. Us

4. GOOD NEWS!
Now is our time
to shine
• Democratically
controlled
• Open, honest
• Authentic
• Local
• A solid deal!

5. What worked for us then

6. What never worked for us

7. What works for us now–
WOM, offline & online

8. Facebook Members
100 million
100
75
52 million
50 Cover
Fast Company
High Regions
25 Schools
1 mil
Founded
0
Jan 04 July 04 Jan 05 July 05 Jan 06 July 06 Jan 07 July 07 Jan 08 Aug 08
Members

9. Countries by Population
1. China 1,300 m
2. India 1,100 m
3. United States 305 m
4. MySpace 245 m
5. Indonesia 228 m

10. Countries by Population
9. Russia 141 m
10. Japan 127 m
11. Mexico 106 m
12. Facebook 100 m
13. Phillipines 90 m

11. Traditional Marketing View
CU

12. Reality of the Networked World
CU

13. 56% of American
consumers feel a stronger
connection and that they
are better served by a
company when they can
interact with them in a
social media environment.
-Cone Business Study 2008
http://www.boston.com/business/ticker/2008/09/study_most_amer.html

14. small
BIG

15. SOCIAL MEDIA IS NOT A MARKETING THANG
IT’S EVERYONE’S THANG
BLOCKED? WTF?
craigslist

16. What should I do now?

17. 1.) Tap your own community
2.) Join an existing community
Internal/Hire an outside agency

18. How to have
success engaging
your community

19. 1
Have a
common
bond
or
purpose

20. HOW EVERYTHINGCU.COM DOES THAT

21. HOW YOU CAN DO IT

22. 2 Make THEM the ROCK STARS

23. HOW EVERYTHINGCU.COM DOES IT

24. HOW YOU CAN DO IT

25. 3 Give them a voice

26. HOW EVERYTHINGCU.COM DOES IT

27. HOW YOU CAN DO IT

28. 4 Make it EASY

29. HOW EVERYTHINGCU.COM DOES IT

30. HOW YOU CAN DO IT

31. 5
it’s ALIVE!

33. HOW YOU CAN DO IT

34. 6 Make it easy to refer new members

35. HOW EVERYTHINGCU.COM DOES THAT

36. HOW YOU CAN DO IT

37. 7 Merge online and offline community

38. GOOD NEWS!
Now is our time
to shine

39. TIME TO
JUMP IN!

40. Social Media/Networking
Morriss Partee
Chief Experience Officer
EverythingCU.com
morriss@everythingcu.com
413·535·0621
http://everythingcu.wordpress.com
Friend me on Facebook, LinkedIn, Blog, Twitter

41. HOW DO
YOU
MEASURE?

42. Financial:
Webinar sales
Online Switch Kit sales
Executive Membership sales
Community:
Daily Visitors
7-day Visitors
31-day visitors
No. of discussion messages, daily, weekly
No. of documents contributed

44. COMMON SENSE:
• FUNDAMENTAL TO NATURE
OF CREDIT UNIONS
• INSPIRING TESTIMONIALS

45. “This has been such a valuable site to me
during my time in credit union land. Thank
you all for sharing your ideas and
opinions. I have to say that I love
EverythingCU and will miss the ongoing
discussion. Thanks for introducing me to
bankerspank.com, Simpsonize me, and the
heated discussion several weeks ago
about Gossip Girl and off limits
advertising, and the Bills spots.”
–Melanie Smith, Comala CU on
leaving the CU movement

46. Every CU event I attend, your
web site is mentioned. It’s not
talked about in the “oh yeah,
I’ve visited that site before,”
but more in the “OMG that
site saved my life... I was so
close to throwing in the
towel.”
—Korrie Watson-Wilhelm
now Board member, Fort Financial FCU

47. CU social media case studies
Vancity CU, Vancouver, Change Everything
Common Wealth CU, Alberta, Young & Free
Verity CU, Seattle, We are V blog
UFirst FCU, Albany, The Boardcast
TDECU, Houston, Y&F Texas
Members CU, NC, What are you saving for?
Carolina Postal CU, NC, I love my hoopty
Community Choice CU, Des Moines, The Bills