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1 Global Alliance for Banking on Values #BankingOnValues, 2015 Campaign-In-A-Box October 22, 2015 2 nd internationally coordinated GABV campaign Developed by: Linda Ryan, GABV

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Page 1: Global Alliance for Banking on Values #BankingOnValues, 2015 · Centenary Bank Uganda allen.ayebare@centenarybank.co.ug florence.mawejje@centenarybank.co.ug sharon.nabweteme@centenarybank.co.ug

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Global Alliance for Banking on Values

#BankingOnValues, 2015

Campaign-In-A-Box

October 22, 2015

2nd internationally coordinated GABV campaign

Developed by: Linda Ryan, GABV

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Table of Contents

What is the #BankingOnValues Campaign? .............................................................................................. 4

What is the Campaign-In-A-Box? .............................................................................................................. 5

Campaign Strategy .................................................................................................................................... 6

CAMPAIGN EXECUTION ............................................................................................................................ 8

Campaign Participants .............................................................................................................................. 9

Common Language and Translation ....................................................................................................... 10

Project Timeline ...................................................................................................................................... 11

High-level Messaging .............................................................................................................................. 12

Social Media Campaign ........................................................................................................................... 13

Social Media Campaign Strategy......................................................................................................... 13

Social Media Campaign Messaging ..................................................................................................... 15

Social Media Recognition Award ........................................................................................................ 16

Social Media Integration for Channels and Events ............................................................................. 17

Offline Engagement Events ..................................................................................................................... 19

Measurement and Tracking .................................................................................................................... 20

CAMPAIGN TOOLS................................................................................................................................... 22

Social Media Campaign Tools ................................................................................................................. 23

Content Ideas & Sample Messaging ................................................................................................... 23

Connecting With Other Movements (hashtags, activists, journalists etc.) ........................................ 30

Tips on Engaging Co-Workers in Social Media Campaigns ................................................................. 34

Offline Event and Webcast Tools ............................................................................................................ 38

Sample Webcast Outline ..................................................................................................................... 38

Event Ideas .......................................................................................................................................... 43

Activating Co-workers, Clients, Partners ................................................................................................ 44

CEO Call-To-Action Email: Clients/Partners ........................................................................................ 44

CEO Call-To-Action Email: Co-Workers ............................................................................................... 45

CEO Call-To-Action Video Script .......................................................................................................... 47

GABV URLs, Content, Videos, Basecamp ................................................................................................ 48

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GABV Videos ....................................................................................................................................... 48

GABV URLs .......................................................................................................................................... 49

Basecamp ............................................................................................................................................ 50

Website Content ................................................................................................................................. 50

Social Media Banners, Shareable Graphics & 2014 Posts ....................................................................... 53

Banners and Graphics ......................................................................................................................... 53

Member Map ...................................................................................................................................... 54

2014 Social Media Posts ..................................................................................................................... 55

Sample Campaign Press Release ............................................................................................................. 55

Other Useful Resources .......................................................................................................................... 56

GABV CEO Opinion Pieces ................................................................................................................... 56

Translation Options for Videos You Create ......................................................................................... 57

Key Terms Defined .............................................................................................................................. 57

GABV Quick Facts ................................................................................................................................ 58

GABV Data on Values-based Banking ................................................................................................. 60

GABV PowerPoint Presentation .......................................................................................................... 60

New GABV Logo and Design Guidelines ................................................................................................. 61

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What is the #BankingOnValues Campaign?

On October 22 we’re calling on all members to join the second international #BankingOnValues

campaign. The initiative is led by the GABV but developed by our members, and for our members. In

particular, we’re calling on all co-workers actively involved in the Alliance, like CEO’s, participants in the

Leadership Academy, partners, and experts in our GABV Communities of Practice (Human Resources,

Metrics, Marketing and Communications etc.) to lead and actively drive the campaign locally. By

collaborating on one topic, with one voice, on one day, we can amplify this movement.

#BankingOnValues is a public initiative and it invites all members, partners, and members’ customers to

get involved in celebrating the growing, global values-based banking movement that is creating positive

change in the world’s banking system, and driving positive economic, social and environmental impact

by influencing how banks and banking cooperatives serve human needs and the real economy.

Campaign goals

Raise awareness of values-based banking by humanising it; highlighting the PEOPLE behind it,

their PASSION, their vision and WHY they’re involved.

Create interest in values-based banking; that it EXISTS, is a GLOBAL MOVEMENT, an AGENT OF

social, economic and environmental CHANGE and that it puts PEOPLE BEFORE PROFIT.

Build action in the movement; using a triple activation approach of JOIN (the online

communities e.g. GABV eZine, LinkedIn, Twitter, Facebook and YouTube forums), SHARE (on

social media), and PARTICIPATE (in local member events, register for a webcast, and pre-register

for the world’s first values-based banking Massive Open Online Course in 2016).

Campaign Targets

Last year’s campaign resulted in:

7500+ public social media posts creating over 8.8 million impressions

Media attention surrounding values-based banking and #BankingOnValues in at least six

countries (Italy, Peru, El Salvador, Canada, Spain and The Netherlands)

3800+ video views of Ralph, the values-based kid banker.

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This year, with your support, we’re aspiring to create a significant lift in all elements:

10,000 public social media posts

10 million impressions

1000 additional video views

10% co-worker (3000) participation rate in the member events and webcasts.

Next Steps

We’re collaborating with many of our GABV Marketing and Communications colleagues but

we’d love to have ALL members committing to support this member-led initiative. If you are a

GABV member, partner or passionate advocate and you haven’t already connected with GABV

Communications and Programme Manager, Linda Ryan, please email Linda at,

[email protected].

The campaign-in-a-box (guide, project timeline, messages, graphics and tools) is being

distributed in September to our Marketing and Communications network, so that we can begin

the public campaign on October 1 to build momentum for October 22. If you are a CEO,

participant in the Leadership Academy or expert from a GABV Community of Practice please

connect with your local campaign coordinator and offer your support. Please also commit to

JOINING (the online communities e.g. GABV eZine, LinkedIn, Twitter, Facebook and YouTube

forums), SHARING (on social media), and PARTICIPATING (in local member events, register for

a webcast, and pre-register for the world’s first values-based banking Massive Open Online

Course in 2016).

What is the Campaign-In-A-Box?

The campaign-in-a-box has been developed by the GABV with lots of help from our members and

partners like Triodos Bank, Vancity and MIT (Massachusetts Institute of Technology)! It provides details

on the strategy, participants, project timeline, high-level messaging, social media campaign elements,

offline event ideas, graphical templates, and other useful tools. We hope that the campaign-in-a-box

provides you with more than enough information to brief the relevant teams in your organisation, and

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begin planning internal and/or external engagement initiatives in preparation for your participation

during October.

Please plan to activate your campaign communications from October 1, building-up to the campaign

day on October 22, and running after the event until October 31. For tracking purposes, the GABV will

monitor all publically posted #BankingOnValues social media messages for the entire month.

Campaign Strategy

Based on feedback from last year’s campaign, 2015 activities will have a greater focus on online delivery

through a combination of social media activation (including shareable graphics and sample messages)

and webcasts. Please consider how to boost participation of local target audiences, especially co-

workers, in both the social media campaign and the webcasts. We have lofty targets this year!

The Theme

The overall theme is #BankingOnValues.

We will keep the ‘’I am #BankingOnValues’’ portion to incentivise co-workers again to get

involved by sharing their stories, experiences or insights about what it means to be part of the

values-based banking movement locally and globally. We are also running a co-worker social

media competition to boost participation. See Campaign Tools section for more information.

In response to feedback from last year’s campaign we’re also happy to amplify complementary

or translated hashtags, if this will create better lift for your activities. However, please use the

common hashtag, #BankingOnValues, in all of your social media posts.

o If you choose to use a second hashtag please advise [email protected] by

September 30.

The Targets

This year, with your support, we’re aspiring to create a significant lift in all elements:

10,000 public social media posts

10 million impressions

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1000 additional video views

10% co-worker (3000) participation rate in the webcast.

The Tactics

Social media campaign driven by the GABV through members and partners

Supported by a volunteer-based GABV social media team to post and respond to messages,

Targeting a list of activists, journalists, partners, and related hashtags, to cross-collaborate,

Inviting 2014 participants who posted a #BankingOnValues message to join again in 2015.

Social media campaign activated by members with co-workers, clients, partners

The campaign is supported again by a €1,000 incentive-based social media ask of co-workers to

tell their story of who they are, how they are involved and why it’s important. This incentive will

go towards flights/accommodation for travel to the 2017 GABV Annual Meeting, and will be

based on PUBLIC shares on co-workers’ private social media channels using #BankingOnValues.

The Values Ambassadors Alumni will be asked to judge the winner.

We will also provide sample social media messages, social media banners, and shareable

graphics for all participants to roll out a coordinated #BankingOnValues push during October.

Webcast events focusing on values-based banking

Developed in conjunction MIT Community Innovators Lab (MIT CoLab), the GABV, and active

members, we hope to bring you a small series of public webcasts. The webcasts, which will vary

in theme and format, will help build momentum for the launch of the first Massive Open Online

Course (MOOC) on values-based banking, which is being co-developed with Massachusetts

Institute of Technology for launch in 2016. If you are interested in running a webcast to add to

this series please advise Linda Ryan, [email protected] by September 30.

Public relations and media

Public relations and media relations activity surrounding this campaign is at the discretion of

local GABV members. We will reach-out to GABV strategic partners to encourage participation in

the social media campaign, and also invite media to participate in the webcasts. What can you

do locally to engage media?

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CAMPAIGN EXECUTION

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Campaign Participants

Here’s a list of our GABV Marketing and Communications Experts. Why not connect with a colleague in

your region to see if/how you can coordinate on the #BankingOnValues campaign, the social media

push or even a webcast? For more information or to confirm your participation please contact Linda

Ryan, ASAP, [email protected].

Name Bank Country Email

1 Fred Khonje

Affinity Credit Union Canada [email protected]

2 Barbara Felix

Alternative Bank Switzerland Switzerland [email protected]

3 Megan Adams Assiniboine Canada [email protected]

4 Andrea Tracanzan

Chiara Bannella

Banca Etica Italy [email protected]

[email protected]

5 Patricia Candia BancoFie Bolivia [email protected]

6 Jose Luis Zavala BancoSol Bolivia [email protected]

7 Ashlee Watson

Bankmecu

Australia [email protected]

8 Aja Cooper

Andrea Walker

Beneficial State Bank USA [email protected]

[email protected]

9 Zara Jabeen

Mahbub

BRAC Bank

Bangladesh

[email protected]

10 Allen Ayebare

Florence Mawejje

Sharon Nabweteme

Centenary Bank Uganda [email protected]

[email protected]

[email protected]

11 Gloria Nauden City First Bank of DC USA [email protected]

12 Sachin Dahal

Clean Energy Development

Bank

Nepal [email protected]

13 Frédéric Toussaint

Laurence Moret

Credit Cooperatif

France [email protected]

[email protected]

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14 Stian Torstenson

Lars Hektoen

Cultura Bank Norway [email protected]

[email protected]

15 Kauser Dad

Ecology Building Society

England [email protected]

16 Kristoffer Luthi Ekobanken Sweden [email protected]

17 Annette Snedaker First Green Bank USA [email protected]

18 Christian Eichbauer

Silke Bechtle

Kasten Rouven

GLS Bank Germany [email protected]

[email protected]

[email protected]

19 Ann Hybertz

Frandsen

Merkur Bank

Denmark

[email protected]

20 Stephanie Meade

New Resource Bank USA [email protected]

21 Juan Pablo Meza

Dani Godinez

Francisco Gochez

Evaristo Alas

SAC Apoyo Integral El Salvador [email protected]]

[email protected]

[email protected]

[email protected]

22 Nathan Pittman Southern Bancorp USA [email protected]

23 Tucker Combs Sunrise Banks USA [email protected]

24 James Niven Triodos Bank Netherlands

[email protected]

25 Heather Harmse Vancity Canada [email protected]

26 Dario Colman

Domingo Rene

Vision Banco Paraguay [email protected]

[email protected]

27 G Ganchimeg

Ganzorig Zul

Xac Bank Mongolia [email protected]

[email protected]

Common Language and Translation

Materials for the campaign are provided in the operational language of the GABV: English. We suggest

the core message, #BankingOnValues, remains in English, especially from a social media perspective, so

that we build a foundation for a common conversation over a three year period, and so that participants

see global momentum. Campaign graphics will be provided in template form to allow you to edit and

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translate local messages for local audiences. Feel free to also use a complementary hashtag to suit

your market or language requirements. Please submit any translated hashtags to Linda Ryan,

[email protected], by September 30, 2015.

To boost participation in Latin America, this campaign-in-a-box is also available in Spanish.

Project Timeline

Jul. Aug. Sep. Oct. Nov. Dec.

Monthly conference calls with Marcomms. experts (begin March). * * * * * *

#BankingOnValues campaign strategy overview distributed. *

#BankingOnValues webcast research and preparations begin. * *

#BankingOnValues campaign-in-a-box and graphics distributed. *

Members confirm use of complementary hashtags (Sept. 30). *

GABV updates online channels in preparation for campaign. * *

Members begin internal communications to promote the campaign

and social media competition to co-workers.

* *

Members confirm events and webcasts with GABV (Sept. 30). *

Members create campaign landing page on web sites (Sept. 30). *

Members replace old GABV logo with new GABV logo (Sept. 30) . *

All participants begin posting social media messages using

#BankingOnValues. Multiple posts per day from Oct. 1 to Oct. 31.

The Big Day for social media activity & events is Oct. 22.

*

All participants share and repost relevant social media messages

containing #BankingOnValues.

*

All particpants promote the campaign call-to-action: Join (GABV

eZine, online forums), Share (social media graphics, or messages)

and Participate (in events/webcasts, pre-register for MOOC).

*

All participants investigate and mange local earned media

opportunities promoting #BankingOnValues.

* *

Members compile social media and events/webcasts activity

reports, and send to the GABV.

*

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Members select & submit three nominees for social media

recognition award (criteria = combination of most creative and

most shared). Submit to GABV by Nov. 2.

*

GABV Values Ambassadors Alumni decide best co-worker social

media message. Winner announced by GABV.

*

GABV produces report on campaign and distributes. *

Campaign participants commit to posting social media messages

using #BankingOnValues as least once per week, moving forward.

* *

Campaign participants commit to including mentions of GABV

membership in press relases and reports, moving forward.

* *

Campaign participants commit to enbedding the GABV logo into

relevant marketing materials and web sites, moving forward.

* *

High-level Messaging

Core Message

The core campaign message is #BankingOnValues. It should appear in all messages associated with

campaign materials whether online through social media or offline through engagement events.

Message Perspectives

Use I Am when encouraging co-workers (or other audiences) to share a message publically

through personal social media channels. This will help humanise the message making it more

authentic and interesting, and it will help reinforce the human aspect of values-based banking.

Omit I Am when publishing from a corporate perspective.

Core Message Positioning

The 2015 #BankingOnValues campaign will focus on building action in the movement. This will be done

using a triple activation approach of JOIN, SHARE, and PARTICIPATE.

JOIN (e.g. GABV eZine, or GABV online forums), SHARE (social media graphics and messages), and

PARTICIPATE (in events/webcasts or pre-register for the MOOC).

These three elements should guide the use of the #BankingOnValues core message. Approaches

outlined below help illustrate how the core message can be used. Feel free to edit.

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Join us in #BankingOnValues, here’s how/where/when. This approach raises awareness of

events and opportunities to engage with the movement.

This is how we are #BankingOnValues. Sharing on-the-ground examples and cases of values-

based banks creating environmental, social, and economic impact.

Questions about #BankingOnValues? Ask us! Encourages participation, questions, and

feedback at local and online events.

100 sample social media messages are outlined in the Campaign Tools section of this document.

Important

Messages can be words, photos, cartoons, videos etc. In fact, a combination is best.

Think globally, act locally. You’re trying to use local corporate and co-worker inspired social

media action; combined with events and webcasts; supported by mentions, posts and shares of

this activity through your organisation’s social media network; to add to a global social media

conversation. Weaving the core message into everything you do is critical.

Think lowest common denominator. Probably the most restrictive social media channel is

Twitter, especially with the 140-character limit. Write for this limit leaving enough space for

your handle (organisation name) and the campaign hashtag #BankingOnValues.

Social Media Campaign

Social Media Campaign Strategy

Communications Objectives

Raise awareness of values-based banking by humanizing it; highlighting the PEOPLE behind it,

their PASSION, their vision and WHY they’re involved.

Create interest in values-based banking; that it EXISTS, is a GLOBAL MOVEMENT, an AGENT OF

social, economic and environmental CHANGE and that it puts PEOPLE BEFORE PROFIT.

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Build action in the movement; using a triple activation approach of JOIN (e.g. GABV eZine, or

GABV online forums), SHARE (social media graphics and messages), and PARTICIPATE (in

events/webcasts and pre-register for the MOOC).

Potential Audiences

30,000 co-workers that power the values-based banking movement, members, and partners.

20 million customers of GABV members

Partners

Public

Social Media Strategy

Build consistency through coordinated effort. This will consist of posts by:

The GABV

GABV members

GABV and member co-workers

Partners and customers—think of ways to engage them in your campaign.

Time

Starting on October 1 and running right through to October 31, with a full push on October 22. Post-

campaign messages will also roll out featuring the best shareable social media messages.

Campaign Messages

#BankingOnValues

Join

Share

Participate

Local Events and Webcasts

Use the common campaign theme to engage co-workers, members, and partners. Help generate local

awareness, interest and social media activity by providing event-based selfie (photo) opportunities,

interactive Q&A etc. to bring offline activity online. Please also consider how you can bring elements or

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your full event online by webcasting it. If you decide to webcast on event please advise Linda Ryan,

[email protected] by September 30. A sample webcast outline is listed in this document.

Co-worker Recognition and Award for Best Social Media Message

For the best PUBLICALLY shared social media message from co-workers’ personal social media channels,

we’re offering a €1000 award. This award will be put towards travel/accommodation expenses for the

co-worker to attend the 2017 GABV Annual Meeting. Criteria for the award are any combination of most

creative, and/or most shared social media message. More details on how you can nominate your

organisation’s top three co-workers’ posts are outlined in the Recognition Award section. We will also

contact you after October 22 to receive your nominations.

Social Media Campaign Messaging

Let’s build upon the existing conversation, #BankingOnValues, from 1 October, or sooner. Since the

campaign last year, the GABV has been posting regularly using #BankingOnValues and more of you are

starting to do so. This combined effort has already generated over 4 million impressions! In terms of the

October campaign, why not:

Share and retweet existing #BankingOnValues conversations/content

Create and share new initiatives, stories, content

Get co-workers involved in the #BankingOnValues conversation prior to 22 October.

Sample social media messages are available in the Campaign Tools section of this document. Social

Media banners and shareable graphics will be distributed in September by the GABV as well.

Starting October 1, please help us leverage the content and activity on your social media channels.

Share, post, comment, like and re-share. Here's a list of GABV members’ Twitter and Facebook

channels. Be inspired by what others are posting!

Twitter Facebook

Affinity Credit Union @Affinity_CU https://www.facebook.com/affinitycu

Alternative Bank Schweiz https://www.facebook.com/alternativebankschweiz

Assiniboine CU @AssiniboineCU https://www.facebook.com/pages/Assiniboine-Credit-

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Union/298221280375663

Banca Etica @bancaetica

Banco Fie https://www.facebook.com/BancoFieBo

BancoSol @BancoSol https://www.facebook.com/pages/Banco-Sol/168280756582142

Bank Australia @bankaust https://www.facebook.com/bankmecu

Beneficial State Bank @BeneficialState https://www.facebook.com/BeneficialStateBank

BRAC Bank https://www.facebook.com/BRACBANK

Centenary Bank @CentenaryBank https://www.facebook.com/Centenarybank

City First Bank DC @CityFirstBankDC https://www.facebook.com/cityfirstbank

Clean Energy

Development Bank

@cleanenergybank https://www.facebook.com/clean.energy.bank

Credit Cooperatif @credit_coop_ https://www.facebook.com/CreditCooperatif

Cultura Bank @CulturaBank https://www.facebook.com/culturabank

Ecology Building Society @EcologyBS

Ekobanken @_Ekobanken https://www.facebook.com/ekobanken

First Green Bank @FirstGREENBank https://www.facebook.com/FirstGREENBank

GLS @glsbank https://www.facebook.com/glsbank

Merkur https://www.facebook.com/merkurandelskasse

New Resource Bank @NewResourceBank https://www.facebook.com/pages/New-Resource-

Bank/94391438470

Southern Bancorp @SouthernBancorp https://www.facebook.com/SouthernBancorp

Sunrise Banks @SunriseBanks https://www.facebook.com/SunriseBanks

Triodos Bank UK @Triodosuk https://www.facebook.com/triodosbankuk

Vancity @Vancity https://www.facebook.com/Vancity

Vision Banco @VisionBanco https://www.facebook.com/VisionBanco

XacBank @XacBank https://www.facebook.com/xacbank

If we are missing a channel or have made a mistake, please advise Linda Ryan, [email protected].

Social Media Recognition Award

To encourage co-workers to spread social media messages using #BankingOnValues, the GABV has

created an award of €1000 to attend the 2017 GABV conference. Selecting these nominess is based on

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PUBLIC social media messages shared on ‘personal social media channels, referencing

#BankingOnValues.

Using any combination of the criteria most shared/best reach and most creative, please nominate three

co-workers from your organisation by sending the following details to Linda Ryan [email protected],

by November 2, 2015:

Names, email addresses and work telephone numbers, locations

1-3 screenshots of the sample messages for each nominee

Links to social media channels used by nominees for the #BankingOnValues campaign

Reason for nominations e.g. best reach, most shared/liked/retweeted, most creative.

Nominees will only be accepted for publically visible social media content referencing

#BankingOnValues. Please remind your co-workers to share messages using the PUBLIC option. They

can easily select this option for individual messages without amending privacy settings for their entire

site. All nominees must have sent/shared/posted at least one social media message mentioning

#BankingOnValues during October. For nominations based solely on best reach/most shared

#BankingOnValues message, the period of calculation can range from October 1 to October 31.

Social Media Integration for Channels and Events

We’ve sourced a solution from www.tagboard.com that provides you with HTML code to integrate into

a campaign page on your web site, or a presentation at an event. The solution works by using hashtags

to search for and collect public social media content within seconds of being posted to networks like

Twitter, Facebook and Instagram. By inserting the code into your campaign web page, you can showcase

the #BankingOnValues real-time social media conversations.

Please do the following...

Create a campaign page on your web site

Insert this code into your campaign page

Promote this real-time snapshot of the social media #BankingOnValues conversation to clients,

members, and partners.

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If you develop a local hashtag in addition to #BankingOnValues, you will need to set-up a separate

Tagboard feed at www.tagboard.com.

Here are some examples of where we’ve already integrated the Tagboard code

Tagboard administration page: https://tagboard.com/bankingonvalues/186062

http://www.gabv.org/bankingonvalues

Inserting Tagboard code

To integrate Tagboard into your organisation’s web site…

1. In your HTML editor, input the following code:

<div id="tagboard-embed"></div>

<script>var tagboardOptions = tagboard:"bankingonvalues/186062";</script>

<script src="https://tagboard.com/public/js/embed.js"></script>

2. Publish to your website

To integrate Tagboard code into large screen live-feed events/presentations…

1. Open this link in your browser: https://tagboard.com/bankingonvalues/186062/presentation

2. Change your browser view settings to full screen

If you can’t embed the Tagboard code into your website…

You can still share the public Tagboard collation of all #BankingOnValues conversations on your social

media channels and email communications by linking to:

https://tagboard.com/bankingonvalues/186062

Please note: Tagboard works on all up-to-date browsers

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Offline Engagement Events

Local Events

An event is one way to engage co-workers and the public as part this campaign. If you decide to host an

event it can be as long or as short as you like. If you can’t hold an event on October 22, please consider

recording a webcast and releasing it online. Please advise Linda Ryan, [email protected] by

September 30 if you intend to do this.

Global Webcasts

Developed in conjunction with MIT Community Innovators Lab (MIT CoLab), the GABV and active

members, we hope to bring you a small series of public webcasts. The webcasts, which will vary in

theme and format, will help build momentum for the launch of the first Massive Open Online Course

(MOOC) on values-based banking, which is being co-developed with Massachusetts Institute of

Technology for launch in 2016. We will begin promoting these webcasts in early October, please

promote them locally and encourage as many co-workers as possible to join. If you are interested in

running a webcast to add to this series please advise Linda Ryan, [email protected] by September

30.

Possible Local Event Target Audiences

Events can occur with all or some of our target audiences, including:

GABV co-workers

GABV customers

GABV network partners

Other local relationships/organisations.

Event Date

October 22, 2015.

Possible Local Event Themes

Please consider how you can shape your offline engagement event, either totally or partially, around

values-based banking. Including an element of this theme in your offline engagement event also

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provides you with an opportunity to fuel your organisation’s social media campaign by posting and

sharing event photos, videos and insights. Beyond the common theme of #BankingOnValues please feel

free to shape your event according to your activities, focus and resources.

Possible Local Event Objectives

Depending on whether your local offline engagement event speaks totally or partially to

#BankingOnValues, your event objectives may differ slightly from the communications objectives

outlined below. However, please use these objectives to help guide your event outline.

Raise awareness of values-based banking by humanizing it: highlighting the PEOPLE behind it,

their PASSION, their vision and WHY they’re involved.

Create interest in values-based banking: that it EXISTS, is a GLOBAL MOVEMENT, an AGENT OF

social, economic and environmental CHANGE and that it puts PEOPLE BEFORE PROFIT.

Build action in the movement; using a triple activation approach of JOIN, SHARE, and

PARTICIPATE.

Measurement and Tracking

If we can’t measure it, we can’t master it! We need your help to do track the success of this campaign.

Linda Ryan will centrally manage the measurement of all PUBLIC social media references to the

campaign keywords #BankingOnValues, including impressions and mentions from a qualitative and

quantitative perspective. Ensuring your organisation consistently and continuously references

#BankingOnValues, is very important!

We are also asking you, after October 22, to provide brief reports on:

Offline Events held by your organisation. Your report should include things like:

Event type and format

Attendance numbers

Target audience

Themes and topics discussed

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1-3 event photos

Press coverage links (if any)

Insights, comments, or feedback.

Local Social Media Activity by your organisation and co-workers from October 1-22. Your report should

include things like:

Organisation

o List of social media channels your organisation used (including links)

o Follower statistics for these channels

o 1-3 screenshots of the best content

o Analytics on the reach of your social media content based on likes, shares, retweets, etc.

Co-workers

o The number of participants (if you have the ability to track this)

o 1-3 screenshots of the best content

o Analytics on the reach of social media content based on likes, shares, retweets, number

of followers, etc.

Please remind your co-workers to share messages using the PUBLIC option. Co-workers can easily

select this option for individual messages without amending privacy settings for their entire site. All

nominees must have sent/shared/posted at least one social media message mentioning

#BankingOnValues during October. For nominations based solely on best reach/most shared of a

#BankingOnValues message, the period of calculation can range from October 1 to October 31.

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CAMPAIGN TOOLS

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Social Media Campaign Tools

Content Ideas & Sample Messaging

The core messaging of this social media campaign is #BankingOnValues. This year, the central focus will

be to convey examples of how values-based banking puts People First by using banking to create

positive economic, social and environmental impact.

Please remember to:

Use visual content when possible (visual content is engaging and transcends language barriers).

o The GABV will provide social media banners and shareable graphics for you to use.

o Reuse content from your 2014 #BankingOnValues initiatives and postings etc.

Develop content and/or use the sample social media messaging to emphasise economic, social

and environmental impact supported by values-based banking

Share content that highlights People First e.g. your co-workers, your members, your partners,

your communities. The more we humanize values-based banking, the more successful the

campaign will be.

Sample Messages: Top 100

The message variations are endless and can differ depending on the sharer, region, context etc. To get

you started, we’ve drafted some samples that speak to the communications objectives of the campaign.

Each message meets the 140 character limit set by Twitter, probably the most restrictive social media

channel (in terms of character count). Feel free to edit the messages, create your own, or change the

links.

General

1. #BankingOnValues is a global movement. 27 banks, 20 million customers & $100 billion creating

positive change. Watch http://ow.ly/RSgNw

2. #BankingOnValues is a global movement. 30,000 co-workers & 20 million people making good

money by putting $ to good. www.gabv.org

3. #BankingOnValues = better future. #Impinv in economic, social & environmental change.

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www.gabv.org. Watch http://ow.ly/RSgNw

4. I Am #BankingOnValues 2 create a better future 4 my family. Where I bank has a positive

impact. Watch http://ow.ly/RSgNw

5. #BankingOnValues puts People First. Banking can make you good money by putting money to

good. www.gabv.org

6. How do u build ur wealth & ur community? I Am #BankingOnValues because it makes money

work harder. #impinv www.gabv.org

7. #BankingOnValues builds a better world. Money is power, where you bank matters.

www.gabv.org. Watch http://ow.ly/RSgNw

8. Do u know where ur money sleeps at night? I am #BankingOnValues; I care how my money is

used by my bank. www.gabv.org

9. There’s power in ur pocket. Where u choose to bank matters. I am #BankingOnValues

www.gabv.org. Watch http://ow.ly/RSgNw

10. Want ur money 2 build wealth & community. Where u bank matters. I Am #BankingOnValues

www.gabv.org. Watch http://ow.ly/RSgNw

11. #BankingOnValues creates positive economic, social and environmental impact. Good 4 me &

my community. www.gabv.org

12. Did you know #BankingOnValues puts the power back in your pocket? Watch and learn

http://ow.ly/RSgNw www.gabv.org

13. Money isn’t’ good or bad; what we do with it can be heroic! I choose #BankingOnValues. Watch

http://ow.ly/RSgNw www.gabv.org

14. You have a choice. I am #BankingOnValues to make my money work for me & my community.

#Different banking. www.gabv.org

15. Do you believe in a positive money movement? #BankingOnValues makes good money by

putting money 2 good. www.gabv.org

16. I’m making big change with small transactions. I choose a values-based bank. #BankingOnValues

http://ow.ly/RSgNw www.gabv.org

17. Do u choose #BankingOnValues? I say yes 2 economic, social & environmental impact.

Watchhttp://ow.ly/RSgNw. www.gabv.org

18. I Am #BankingOnValues 2 change finance. I choose a #different bank. Good for me & my

community. Are you? www.gabv.org

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19. I’m proud to be one of 30,000 co-workers powering a global movement. Positive banking =

#BankingOnValues. www.gabv.org

20. People First? My bank puts people b4 profit. Watchhttp://ow.ly/RSgNw. #Impinv = + impact.

#BankingOnValues www.gabv.org

GABV: Our (member) Stories

21. Canada’s @Affinity_CU is #BankingOnValues; working with Saskatoon youth on financial

literacy. http://ow.ly/RkNmO

22. Canada’s @AssiniboineCU is #BankingOnValues; working with immigrants to revolutionize

university food. http://ow.ly/RkNtb

23. USA’s @NewResourceBank is #BankingOnValues; building relationships to help local businesses

flourish. http://ow.ly/RkNzz

24. USA’s @BeneficialState is #BankingOnValues by supporting food providers find

#RenewableEnergy. http://ow.ly/RkNIi

25. USA’s @SunriseBanks is #BankingOnValues by financing housing for vulnerable adults in

Minneapolis. http://ow.ly/RkNLv

26. #Food. @FirstGREENBank is #BankingOnValues by financing local, sustainable agriculture in

Florida. http://ow.ly/RkNOB

27. Bolivia. @BancoSol is #BankingOnValues by providing business advice to micro-entrepreneurs.

http://ow.ly/RkNR7

28. SAC Apoyo Integral is #BankingOnValues by supporting small business growth in El Salvador.

http://ow.ly/RkNXz

29. BancoFie is #BankingOnValues by supporting small organic farmers in Bolivia.

http://ow.ly/RkO2v

30. Alternative Bank Switzerland is #BankingOnValues; empowering women with disabilities

through employment. http://ow.ly/RkO8P

31. Italy. @bancaetica is #BankingOnValues by partnering to provide opportunities to vulnerable

adults. http://ow.ly/RkOdO

32. France. @credit_coop is #BankingOnValues by partnering with Group SOS. #impinv in 40+ social

enterprises. http://ow.ly/RkOgV

33. Norway. @CulturaBank is #BankingOnValues by financing ecological food distributors.

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http://ow.ly/RkOjH

34. Merkur Coop Bank is #BankingOnValues by connecting clients with resources and skills.

http://ow.ly/RkOlY

35. Germany. @glsbank is #BankingOnValues by bringing childhood education closer to nature.

http://ow.ly/RkR6M

36. Social #investment. @TriodosUK is #BankingOnValues by helping clients connect ex-offenders

with jobs. http://ow.ly/RkRf3

37. Environmental #investment. @CentenaryBank is #BankingOnValues by supporting tea growers

in Uganda. http://ow.ly/RkRqM

38. Energy #investment. @XacBank is #BankingOnValues; making homes more energy efficient in

Ulaanbaatar. http://ow.ly/RkRuy

39. Economic #investment. BRAC Bank is #BankingOnValues by supporting SMEs in Bangladesh.

http://ow.ly/RkRBN @BRACworld

40. Social #investment. @bankaust is #BankingOnValues; financing homes for survivors of domestic

abuse. http://ow.ly/RkRFy

41. Community #investment. @EcologyBS (UK) is #BankingOnValues by supporting a community

trust develop affordable homes. http://ow.ly/RkRKs

42. Environmental #investment. @cleanenergybank is #BankingOnValues by supporting clean

energy in communities. #Nepal. http://ow.ly/RkROc

43. Environmental #investment. @Vancity is #BankingOnValues by supporting zero-waste recycling

business in Vancouver. http://ow.ly/RkRTO

44. Environmental #investment. @_Ekobanken is #BankingOnValues by supporting organic and

biodynamic dairy farms #Sweden. http://ow.ly/RkRWu

45. Social #investment. @CityFirstBankDC is #BankingOnValues by financing high impact community

facilities. #USA. http://ow.ly/RkS0W

46. Economic #investment. @SouthernBancorp is #BankingOnValues by supporting #smallbusiness

in rural America. http://ow.ly/RkS4X

Environmental Impact

47. #BankingOnValues invests in #sustainability. @NewResourceBank (USA) assesses sustainability

clients. #Accountability http://ow.ly/RkSiL

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48. Conservation land bank in #Australia by @bankaust offsets carbon. http://ow.ly/RkSqK

#BankingOnValues = #ClimateChange

49. Supporting #RenewableEnergy. @TriodosUK is #BankingOnValues by investing in community

wind energy. http://ow.ly/RkSwG

50. Mongolia’s @XacBank is #BankingOnValues by supporting #energyefficient homes in polluted

cities. http://ow.ly/RkSSs

51. Canada’s @Vancity connects #BankingOnValues & #organic urban agriculture. #Impinv

http://ow.ly/RkSXX

52. Germany’s @glsbank is #BankingOnValues by financing green energy in Europe with Green for

Growth Fund. http://ow.ly/RkT1t

53. #Impinv @EcologyBS (UK) = #BankingOnValues by financing eco friendly mortgages & home

renovations. http://ow.ly/RkT4t

54. USA’s @BeneficialState credit card supports @AmazonWatch to preserve a #rainforest. This is

#BankingOnValues. http://ow.ly/RkT8L

55. Protecting #environment? @FirstGREENBank offers solar loans to reduce energy costs.

http://bit.ly/1i1Ig4D #BankingOnValues

56. Canada’s @Affinity_CU is #BankingOnValues; partnering with Saskatchewan Environmental

Society on #sustainable living. http://ow.ly/RkX3r

57. Nepal’s @cleanenergybank is #BankingOnValues by financing green energy solutions.

http://ow.ly/RkXan

Social Impact

58. #BankingOnValues by @bankaust = promoting #reconciliation with Australia’s First Peoples.

http://ow.ly/RkXw9

59. #BankingOnValues by @Vancity (Canada) = partnering to provide banking to remote

communities. http://ow.ly/RkXEi

60. #BankingOnValues @SunriseBanks (USA) = supporting community through Socially Responsible

Deposit Fund. http://ow.ly/RkYea

61. #BankingOnValues @CityFirstBankDC (USA) = financing affordable housing. View the interactive

map. http://ow.ly/RkYLk

62. #BankingOnValues @SouthernBancorp = changing lives in the rural USA. Learn how.

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http://ow.ly/Rl04x

63. @VisionBanco (Paraguay ) is #BankingOnValues by helping to turn remittances into savings.

http://ow.ly/Rl12D

64. @Affinity_CU (Canada) is #BankingOnValues: promoting financial literacy in businesses, non-

profits, & schools. http://ow.ly/Rl1vg

65. @BancoSol is #BankingOnValues: providing $4.6 million in financing to 2 million micro

#entrepreneurs in Bolivia. http://ow.ly/Rl1N7

66. @CentenaryBank (Uganda) is #BankingOnValues; investing in financial literacy & #business

empowerment 4 Kasubi youths. http://ow.ly/Rl2c7

Economic Impact

67. USA’s @SouthernBancorp is #BankingOnValues by #revitalizing rural communities.

http://ow.ly/Rl2Q0

68. Fighting money laundering? @bancaetica is #BankingOnValues by fighting corruption in Italy.

Learn more http://econ.st/1Ig5Tvm

69. #Choice. @credit_coop (France) is #BankingOnValues by letting customers choose what sector

their deposits will finance. http://ow.ly/RlgYD

70. #Accountability. @TriodosUK is #BankingOnValues by being transparent about who they lend to.

Know where your money goes. http://ow.ly/RlgPE

71. #Different. @Vancity is #BankingOnValues by providing alternatives to predatory pay-day loans.

#Canada. http://ow.ly/Rlhm3

72. #Different. @CityFirstBankDC is #BankingOnValues by financing small businesses at fair rates.

http://ow.ly/RliVH

73. BRAC Bank is #BankingOnValues by banking the ‘’missing middle’’ in Bangladesh. @BRACWorld

http://ow.ly/Rljlt

74. #SocialImpact. @credit_coop is #BankingOnValues with socially responsible asset management

through ECOFI. http://bit.ly/1MTPk01

75. Social #investment. @credit_coop is #BankingOnValues by operating CoopEst; funding

microfinance & social economy in Eastern Europe. http://ow.ly/Rlko0

76. GABV member banks are #BankingOnValues leveraging USD 100 billion for social, economic &

environmental impact! www.gabv.org

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77. Social #investment. @Vancity is #BankingOnValues by illuminating the local ethical economy in

Vancouver. http://ow.ly/Rlll2

In the News

78. #Changemakers. @FirstGREENBank CEO Ken LaRoe talks to @forbes on the mission behind

#BankingOnValues http://onforb.es/1HqsfAb

79. #Changemakers. @BeneficialState CEO Kat Taylor on finance, philanthropy, and #climatechange.

#BankingOnValues http://ow.ly/RllNa

80. #Changemakers. @Vancity CEO Tamara Vrooman leads co-operatives event at #UN

headquarters in NYC. #BankingOnValues http://ow.ly/RllYA

81. #Changemakers. BRAC Bank Director Rumee Ali on banking and development for @guardian

#BankingOnValues http://ow.ly/RlnLV

82. #Changemakers. @BancaEtica CEO Ugo Biggeri on Terra Vivia, the #neweconomy and ethical

finance. #BankingOnValues http://ow.ly/RlnGe

83. #Changemakers. @NewResourceBank CEO Vince Siciliano on culture Vs the ethical bank.

@TriplePundit. #BankingOnValues http://ow.ly/Rlnyg

84. #Changemakers. @BancaEtica CEO Ugo Biggeri on the social impact of Banca Etica in Italy.

#BankingOnValues http://ow.ly/Rlnt2

85. #Changemakers. Merkur Coop Strategic Advisor, Lars Pehrson on better banking regulation.

#BankingOnValues http://ow.ly/Rlnl7

86. #Changemakers. @bankaust CEO Damien Walsh on integrated reporting and measuring impact.

#BankingOnValues http://ow.ly/Rlnfj #Accountability

87. #Changemakers. @EcologyBS CEO Paul Ellis on debunking the myth of principles Vs profit.

#BankingOnValues http://ow.ly/Rln8V

88. #Changemakers. @Vancity CEO Tamara Vrooman on banking that puts communities first.

#BankingOnValues http://ow.ly/Rln3S

89. #Changemakers. @NewResourceBank CEO Vince Siciliano asks: “Do you know where your

money spends the night?” #BankingOnValues http://ow.ly/RlmXH

90. #Changemakers. @TriodosNL CEO Peter Blom on re-thinking banking after the financial crisis.

#BankingOnValues http://ow.ly/RlmSR

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Engaging Similar Movements

91. Is access to banking a #HumanRights issue? Invest in social change. Choose #BankingOnValues.

92. Can banking be #FairTrade? Invest in economic change. #BankingOnValues www.gabv.org

93. What if banks #Divest from industries that harm our planet? Invest in environmental change.

Choose #BankingOnValues. www.gabv.org

94. Invest in environmental change. #Divest and #KeepItInTheGround. Choose #BankingOnValues.

www.gabv.org

95. Is #Microfinance a good investment? @bankingonvalues members change lives through

#Microcredit. #BankingOnValues www.gabv.org

96. Where can you #MoveYourMoney to make a positive change? Try the @bankingonvalues

member banks. #BankingOnValues www.gabv.org

97. Can banks be profitable while financing positive #SocialImpact? @bankingonvalues proves it is

possible. #BankingOnValues www.gabv.org

98. How will #ClimateChange impact you and your community? What can you do? Choose

#BankingOnValues. #MoveYourMoney www.gabv.org

99. Can today’s banks help build a #NewEconomy? Choose #BankingOnValues. www.gabv.org

100. What does it look like when banking and #sustainability go hand-in-hand? Choose

#BankingOnValues www.gabv.org

Connecting With Other Movements (hashtags, activists, journalists etc.)

During this campaign we will connect with change-makers and influential voices active in the ethical

finance, banking and values-based banking fields to try to engage them in the #BankingOnValues

conversation. Below is a list of 23 journalists, activists, and bloggers you can engage with too. We’ve

identified Twitter handles but these contacts may also be active on other social media channels. Feel

free to add to or edit the social media connections you engage with.

Name Twitter Handle Description

1 World Bank @WorldBank The official World Bank Twitter feed. The World Bank's

mission is to fight poverty with passion and

professionalism for lasting results. Washington, DC.

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worldbank.org

1.49 million followers

2 Naomi Klein @NaomiAKlein Canadian author and activist. Known for her books

criticizing global corporate capitalism and raising

awareness about the climate crisis.

285,000 followers

3 Elizabeth

Warren

@elizabethforma

@SenWarren

US Senator from Massachusetts. Known for being a

champion of US banking reform.

148,000 followers for @elizabethforma

285,000 followers for @SenWarren

4 Mathew

Bishop

@mattbish Longtime writer and editor at The Economist; co-author

The Road From Ruin, Philanthrocapitalism.

54,585 followers

5 Zoe Williams @zoesqwilliams Columnist for the Guardian. Writes about banking and

money, among other topics.

55,200 followers

6 Martin Wolf @martinwolf_ An automated feed of Financial Times content by Martin

Wolf, chief economics commentator at the Financial

Times.

24,832 followers

7 Global Impact

Investing

Network

@theGIIN

The Global Impact Investing Network is a non-profit

organisation dedicated to increasing the scale and

effectiveness of impact investing. thegiin.org

17,200 followers

8 Positive

Money

@PositiveMoneyUK A movement to democratise money and banking so that

it works FOR society and not against it.

14,600 followers

9 Gillian Tett @gilliantett US Managing Editor of the Financial Times, Author of,

SILO EFFECT, forthcoming in September

http://t.co/wmCepZCqOS.

9,847 followers

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10 International

Cooperative

Alliance

@icacoop An independent, non-governmental association that

unites, represents and serves co-operatives worldwide.

7,267 followers

11 Finance

Innovation

Lab

@TheFinanceLab

#systemschange project empowering positive

disruptors in the financial system. Building a

#community of system changers.

http://financeinnovationlab.org/ London.

TheFinanceLab.org

6,827 followers

12 Finance

Watch

@forfinancewatch

Non government organisation dedicated to making

finance work for the good of society. Newsletter

http://bit.ly/MD2cD1

6,127 followers

13 Better

Markets

@Bettermarkets Better Markets is a non-profit, non-partisan, and

independent organisation working to build a more

secure financial system for all Americans. Washington,

DC. bettermarkets.com

4,938 followers

14 Sustainalytics @Sustainalytics

Sustainalytics is a global environmental, social and

governance (ESG) research and analysis firm with 20

years of experience in Responsible Investment. Global.

sustainalytics.com

4,219 followers

15 Gretchen

Morgenson

@gmorgenson Business reporter, The New York Times; co-author NYT

bestseller, Reckless Endangerment.

2,720 followers

16 Capital

Institute

@CapInstitute

Non-partisan, transdisciplinary collaborative tweeting

on how to build a more just, regenerative & sustainable

economy.

https://www.facebook.com/CapitalInstitute?_rdr=p

2,585 followers

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17 FMO

Development

Bank

@FMO_development

FMO is a Dutch Development Finance Company.

Involved in development banking, entrepreneurship,

emerging economies, finance, development, and

sustainability. The Hague, The Netherlands. fmo.nl

2,378 followers

18 Aspen

Network of

Development

Entrepreneurs

@AspenANDE The Aspen Network of Development Entrepreneurs is a

global network of organisations that propels

entrepreneurship in emerging markets. andeglobal.org

1,872 followers

19 The Next

System

Project

@TheNextSystem

@GarAlperovitz

A multi-year initiative to re-think ways to address

systemic challenges in the US. Gar Alperovitz, co-chair.

1,769 followers

20 David Bank @davidbank Mostly tweets from @ImpactAlpha: Investment News

for a Sustainable Edge. Formerly of

http://t.co/hzXRvo6YG7, Wall Street Journal, San Jose

Mercury News.

813 followers

21 Motivaction @MartijnLampert

Research Director, speaker & author @ MotivactionInt.

Leading Glocalities: Values, target group & trend

research in 20 countries. tinyurl.com/6xqeuhn

549 followers

22 Sustainable

Finance Lab

@SusFinLab

Research to make banking sustainable and future proof!

#euro #dollar #bitcoin #fintech #blockchain? Triodos

Bank Bank is a founder of Sustainable Finance Lab.

189 Followers

23 Community

Development

Bankers

Association

@CDBankers The national trade association of community

development banks. The voice and champion of banks

with a mission to serve low and moderate income

communities. Washington, D.C. cdbanks.org

217 followers

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Please advise Linda Ryan, [email protected] if you feel you have more activists, journalists or

organisations to add to this list.

We have also identified Top 20 Related Hashtags that could be used to help engage audiences active in

related movements. Examples of how these can be incorporated into tweets are listed in the Sample

Messaging section above. Feel free to add to or edit the list.

1. #Investment (attracts 3 posts per minute)

2. #Accountability (attracts 51 posts per hour)

3. #HumanRights (attracts 42 posts per hour)

4. #FairTrade (attracts 23 posts per hour)

5. #ClimateChange (attracts 21 posts per hour)

6. #Sustainability (attracts 19 posts per hour)

7. #Impact (attracts 12 posts per hour)

8. #Banks (attracts 9 posts per hour)

9. #CSR (attracts 8 posts per hour)

10. #KeepItInTheGround (attracts 1 post per hour)

11. #SocialImpact (attracts 65 posts per day)

12. #ImpInv (attracts 21 posts per day)

13. #Microfinance (attracts 13 posts per day)

14. #RealEconomy (attracts 12 posts per day)

15. #Divest (attracts 7 posts per day)

16. #Microcredit (attracts 6 posts per day)

17. #NewEconomy (attracts 6 posts per day)

18. #PeopleFirst (attracts 5 posts per day)

19. #MoveYourMoney (attracts 3 posts per day)

20. #ImpactInvestment (attracts 2 posts per day)

Tips on Engaging Co-Workers in Social Media Campaigns

Edited article and ideas courtesy of http://www.socialmediaexaminer.com/5-ways-to-get-your-entire-

company-on-board-with-social-media/

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Although there are many reasons why social media campaigns fail, probably one of the biggest reasons

for failure is the lack of top-to-bottom “buy-in” from all co-workers.

In some cases, the CEO thinks the idea is frivolous

In others, management has their doubts

And in a large majority of organisations, co-workers have varied understanding of what social

media is, what it does and how they can play a role in campaign success

5 actions any company, large or small, can take to achieve social media buy-in.

#1 Someone Must Take the Lead

Every great project calls for a great leader. And if you want the GABV

campaign to succeed on social media, someone is going to have to take

the reins. No, this does not mean all responsibilities fall on one person’s

shoulders; rather, the person is a coordinator, a motivator and a filter for

all of the company’s core content and social media.

The position we’re talking about here is sometimes referred to as a chief executive officer (CEO), CCO

(chief content officer) or a CMO (chief marketing officer), but when it comes down to it, the name

doesn’t matter as much as the activities performed by that person. When it comes to true social media

success, one thing is certain—if an organisation’s social media marketing is left to chance and the

unguided efforts of many, it may fail.

#2: Educate Via an Event

In so many cases, the manner in which organisations establish a social

media campaign can be ineffective. Here are examples of what not to do:

Send out a sudden mass email to all co-workers asking them to

write blogs.

Notify co-workers of the organisation’s new Facebook page and suggest they Like it.

Post a series of tweets and expect people to share them.

The reason for this is very simple: The majority of co-workers, no matter what industry, do not

understand the power and potential of social media from a corporate perspective. This is why we

suggest when you begin to communicate the internal call for participation in the social media

campaign—whether it’s via Facebook, Twitter, LinkedIn, YouTube etc.—you bring as many together as

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possible for an internal social media summit, series of summits and/or webcasts.

During this summit, the first half of the event can focus on education. This is where all co-workers get

familiar with types of social media, the potential power of these platforms, how content marketing

works, etc. Once co-workers understand how social media can impact the campaign objectives and local

GABV member goals by increasing customers/clients/members, product/service innovations,

community impact, and customer satisfaction etc. (thus discovering the “why”), you can move to phase

two of this important summit.

#3: Encourage Employee Action

The next step of this summit could be to implement an action plan of how

each person in your organisation can make a difference. There are many

examples of this, but we’ll just demonstrate one here.

Think about the two specified objectives of the social media campaign and the theme:

#BankingOnValues. Why not present the top messages suggested in the campaign-in-the-box and get

consensus on the top 5 messages your co-workers feel most comfortable using and sharing on their

social media networks. If no message resonates then help the group to develop some.

Then work with co-workers to generate ideas on how they can bring their favourite statements to life

through personal experience via words, photos, sketches, pictures, videos, infographics,

member/customer stories etc. Over subsequent weeks set and incentivize team challenges to produce

sample content. Share this content with the organisation and build the campaign momentum from

there. Talking about social media is one thing, but merging the brain power of everyone in an

organisation is truly special. Synergy works!

#4: Remind co-workers To Switch Privacy Settings to PUBLIC for

Campaign Related Messages

A key element of this social media campaign is encouraging co-workers to

share campaign related messages on October 22 through their own

private social media channels. In order for your organisation and the GABV

social media channels to see, share and measure the reach of these

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personal messages, it is vital to remind co-workers to select PUBLIC when posting campaign messages.

Co-workers can easily select this option for individual messages without amending privacy settings for

their entire site.

#5: Create Regular Social Media Campaign Updates

As with every movement, a great launch like an organisation-wide social

media summit is not enough to sustain the long-term practices necessary

for social media success.

For this reason, think about sending out regular updates through your internal channels to all co-

workers explaining the results of the ideas and content generation, and momentum being built

through their contributions. Examples of things to include in the communications are:

Pre-event

o Special mentions of excellent content and the co-workers who developed them

o Campaign countdown to October 22 plus updates and progress on GABV members

involved and their best content ideas

o Call for social media campaign ambassadors to collate and share, or post and repost

#BankingOnValues content on local channels during October 22.

Post-event

o Increases in the number of website visitors due to social media/blogging efforts

o Positive customer/member/client testimonials and comments

o Examples of how specific pieces of content led to new business/comments/innovations

o Questions and feedback opportunities for the co-workers.

Constant awareness is key to building long-term momentum with any marketing campaign, and by

increasing this awareness, the process of making social media part of your organisation’s culture can

become a standard for future activities.

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#6: Continue Training and Education

Nothing is developing more rapidly in this world than the Internet and

social media. So, staying up to date and educated is necessary for long-

term success.

Just as the internal campaign communications help co-workers to see the fruits of their labors, ongoing

education with respect to social media marketing allows for continual improvements, innovations and

ideas. For example, because video and photo storytelling is becoming increasingly popular, it’s a great

idea to train more co-workers in the basics of producing video or taking photos. Once they have this

knowledge and understand how to look for content opportunities, they can then start producing

product, service, community impact, event, and initiative-related visuals that can have a major impact

on your brand and web presence.

Offline Event and Webcast Tools

Sample Webcast Outline

Introducing the #BankingOnValues Movement to Larger Audiences

An improvement this year is to offer a small series of member-coordinated webcasts that will be

publically available. The GABV is already in discussion with three members but we’d love to have more

members committing to broadcast some or all of your events via webcast. This will:

Create more opportunities for co-workers to experience the #BankingOnValues movement

Provide more easily accessible #BankingOnValues awareness events for public to participate in

Generate interest in the launch of the first Massive Open Online Course on values-based

banking in 2016. This is being co-developed by GABV and MIT CoLab.

If you are planning to run a webcast to add to this series please advise Linda Ryan,

[email protected] by September 30. If you haven’t thought yet about the event or webcast you

can create for the campaign this year, here’s a sample approach for you to consider.

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Goals (sample)

Raise awareness of values-based banking by humanising it; highlighting the people behind it,

their passion, their vision, and why they’re involved;

Engage co-workers across the GABV network by promoting awareness and discussion about

issues related to values-based banking;

Build interest in the 2016 values-based banking MIT/GABV Massive Open Online Course.

Target Audiences (sample)

GABV co-workers at the member banks;

People working in the field of banking or finance and interested in banking with values;

Students, policy-makers, and public curious about alternative approaches to banking.

Logistics (sample)

GABV Webcast Recommendations

Date October 22, 2015

October 22 is the preferred day of the webcast.

You could also pre-record an event or portion of an

event and share the link to webcast the event on

October 22. Please advise Linda Ryan

Time Choose a time relevant for your

location and target audiences

Please try to maximise time zones reached

Duration 30-60 minutes We recommend webcasts no longer than 60 minutes

Panelists (sample)

Your webcast can be tailored to your requirements and can have an internal (GABV co-worker) or

external focus. You could also highlight the international diversity of the Alliance by introducing a variety

of internal and external perspectives from banking professionals, journalists, professors, policy makers

or activists. Delivering a range of viewpoints amongst the panellists, from high-level strategic thinking to

on-the-ground experiential perspectives, will be engaging too. Here is a sample approach to a panelist-

based webcast. Feel free to use this as a basis for your event. Contact Linda Ryan,

[email protected] if you would like to connect with any of the following people to investigate if

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they are available to virtually participate in your webcast. Linda can also help connect you with other

GABV CEOs or experts.

Name Title Contribution

Marcos

Eguiguren

Executive Director,

GABV

Global, systemic perspective on the banking system and

the values-based banking movement.

Dayna

Cunnimgham

Director, Community

Innovators Lab,

Massachusetts

Institute of

Technology

CoLab is a center of practice within the MIT Department

of Urban Planning. CoLab helps community residents

and leaders develop experiments and living examples

that address urban sustainability challenges. CoLab also

collaborates with business, NGOs and government to

advance economic, social and environmental

sustainability.

Rumee Ali Director, BRAC Bank High-level strategic perspective on values-based banking

and experience specific to South Asia.

Tamara

Vrooman

CEO, Vancity Credit

Union

High-level strategic perspective on values-based banking

and experience specific to North America.

GABV Metrics

Expert

A N Other Bringing in quantifiable proof of model viability and

impact.

GABV Human

Resources

Expert

A N Other Exploring insights and innovations to build a values-

based workforce.

GABV Marketing

&

Communications

Expert

A N Other Developing unique approaches to leverage earned, paid,

earned and social media in engaging policy makers,

professionals and the public in values-based banking.

General Format (sample)

Time Segment Content

5 min Introduction Moderator introduces herself, the panellists, and the topic

35 min Moderated questions Panellists questioned by the moderator

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10 min Audience questions Panellists answer questions submitted/asked by audience

10 min Conclusion Concluding remarks from panellists and moderator

Webcast questions (sample)

Basic Framework Sample Question

Q 1 Open the discussion with

a question that is broad,

appeals to the general

interest of the audience,

and allows the panellist to

organically steer the

conversation toward the

desired topic.

In a report released earlier this year by the Group of 30 on

“Banking Conduct and Culture”, the authors begin by stating:

“Banks and banking today stand in disrepute. Poor cultural

foundations and significant cultural failures were major drivers of

the recent financial crisis, and continue to be factors in the

scandals since then.” The authors go on to state: “Banking is, in

2015, at a low point in terms of customer trust, reputation, and

economic returns…” I would like to start by getting two different

perspectives on this statement, both internal to the financial

system and external. Marcos, as an economist, and E.D. of the

Global Alliance for Banking on Values, what is your perspective on

these statements by the Group of 30?

Q 2 Follow-up with another

perspective on the same

question.

Dayna, having worked with businesses, NGOs and community

development organisations around the world, what is your

perspective on this?

Q 3 Bring in real world

examples of the concepts

or issues just discussed.

As a financial institution and member of the GABV, one can

assume that Vancity not only faces some of the issues Dayna

outlined, but also subscribes to many of the banking principles

Marcos just described. Tamara, how do these principles and

issues play out in the day-to-day business of Vancity?

Q 4 Follow-up with a critical

or deeper question.

Is serving customers in this way compatible with a values-based

and profitable banking model for Vancity?

Q 5 Focus on solidifying the

argument with evidence

or numerical proof.

<Edit this question if you

Sceptics might say that this type of banking is not only financially

unsustainable, but also that the actual impact is unclear and

potentially insignificant compared, for example, to the number of

jobs a large mainstream bank might create as a result of its

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are interviewing a GABV

HR or Marketing &

Communications expert>

financing. Metrics expert, how would you respond to that?

Q 6 Bring in new real world

examples of the concepts

or issues that have been

discussed.

Rumee, Bangladesh is well known for being home to Grameen

bank and other large microfinance initiatives, as well as

mainstream banks. How did the BRAC NGO initially identify the

need to create a different type of bank and a different type of

impact in Bangladesh?

Q 7 Open-up the floor to

discussion, drawing on

the topic of relating banks

to client needs.

So, hearing, from the perspective of Marcos, Tamara, and Rumee,

they approach banking as a tool to connect people with what

they need, which varies by context. Tamara and Rumee, can you

discuss the ways in which your banks stay connected to your

clients’ needs?

Q 8 Open the floor to

discussion, drawing on

the topic of relating banks

to client needs.

Dayna, I would like you to respond to that. Given your

experience working with a myriad of community organisations

and businesses, some of which have pension funds in the

billions—what are the challenges in managing these assets with

banks and what can be done to connect people to their financial

institutions?

Q 9 End with a short

comment from everyone

on a positive/future note.

I would like to end with closing thoughts from everyone on what

innovations or events in banking they are most excited about for

the coming year.

Interaction

You can encourage audience participation in the webcast. This may take the form of:

Taking questions from an in-person audience

Taking live questions from online viewers submitted via social media sites e.g. Twitter

Taking questions submitted prior to the event via social media sites.

During the webcast, you can include a number of calls-to-action e.g.

Join (eZine, LinkedIn, follow on social media)

Share (a social media message or question)

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Participate (in events/webcasts and pre-register for the MOOC).

Event Ideas

Here’s a top 20 list of other event ideas for October 22.

1. Themed lunch and learn series

2. Guest lecture/speaker event

3. Themed photo competition

4. Dragon’s Den type values-based business, social enterprise or community project funding

competition. Or a triple bottom line (economic, social and environmental) business award

5. Customer values-based business model fair/showcase

6. Local customer or partner summit including keynote speakers/thought-leaders

7. Local in-branch/onsite customer product or service showcase

8. Themed pecha kucha (20 slides/20 seconds each) style presentations

9. Ted Talks style video presentations on the future of values-based banking

10. Internal/external debate on whether values-based banking is a viable business model

11. Webinar or webinar series on related topics with some or all of your target audiences

12. Customer Learning Journeys site-visits for co-workers, local media or other target audiences to

allow them to experience how values-based banking does greater things with money

13. Virtual project open house/meet your money event

14. Academic symposium or university-based classes promoting values-based economics

15. Idea jam: facilitated internal or external innovation idea generation sessions

16. Banking hack: facilitated internal or external banking business process redesign sessions

17. Ask An Expert forum for relevant target audiences e.g. free advice day

18. Public CEO interviews (meet & greet) to promote transparency and values-based banking

19. Co-worker or customer video vine-style interviews

20. Flash mob e.g. Good Money Mob encouraging customers/members/clients to support local

businesses and organisations.

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Activating Co-workers, Clients, Partners

In anticipation of the October 22 campaign, we will be asking you to send out activation emails to co-

workers, partners, and any other relevant group that you want to engage. These emails are built around

the idea of Thunderclap, which is designed to amplify social media campaigns for maximum impact by

encouraging users to JOIN (eZine, online forums), SHARE (social media messages and graphics), and

PARTICIPATE (events/webcasts and pre-register for the MOOC).

We will issue a GABV version of this email in early October, built around the following template. Feel

free to use the GABV email to forward to your co-workers, customer or partners. Remember the email

will also contain links to the webcasts. You can also modify the email to suit local needs!

CEO Call-To-Action Email: Clients/Partners

<Insert Greeting>

Join us on October 22, 2015 for the second annual international #BankingOnValues campaign.

#BankingOnValues is a public initiative and it invites all Global Alliance for Banking on Values members,

partners, and customers to get involved in celebrating the growing, global values-based banking

movement that is creating positive change in the world’s banking system, and driving positive economic,

social and environmental impact by influencing how banks and banking cooperatives serve human

needs and the real economy.

Join <insert bank> in becoming part of a global movement!

When is it? The campaign will run throughout the entire month of October culminating in an

international #BankingOnValues day on October 22.

Where is it? Everywhere! Online, in-person, at home, at work. There will be a series of online and

offline opportunities to engage, ask questions, and share your thoughts, hopes, dreams and experiences

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of values-based banking (also known as ethical banking, regenerative banking, and sustainable banking)!

How do I get Involved?

1. Join the global movement online

a. Find us www.gabv.org

b. Like us on http://www.facebook.com/bankingonvalues

c. Follow us on https://twitter.com/bankingonvalues

d. Connect with us on http://www.linkedin.com/company/global-alliance-for-banking-

on-values.

2. Share your stories of values-based banking using the hashtag #BankingOnValues

a. Send us a video, doodle, selfie, random thought

b. Share a ready-made graphic <graphics hyperlinks to be created in Oct. by the GABV>

c. Share the cute Ralph video – the values-based banking kid who explains it all

d. Share ideas with family and friends about why #BankingOnValues is important.

3. Participate in our online and offline events

a. <GABV webcast details to be inserted by GABV in October>

b. <local event/webcast details to be inserted by you>

c. Pre-register for a free MIT course on values-based banking (will launch in 2016).

I am #BankingOnValues to create a better future. And I am proud to talk about it. Are you?

CEO Call-To-Action Email: Co-Workers

The following is a sample activation email from your CEO to co-workers. Feel free to use this template

to encourage co-worker involvement in the 2015 campaign. Please secure the support of your CEO.

Did you know <insert bank> is part of a growing global movement that you help power every day?

On Thursday, October 22, we're adding <insert bank> voices to the #BankingOnValues campaign.

This campaign is the second international awareness campaign by the GABV; a network of 27 financial

institutions across Asia, Africa, Australia, Latin America, North America and Europe; serving 20 million

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customers; supported by 30,000 co-workers. Together we're leveraging $100 billion in assets by putting

money to good through programs, products and projects with an economic, social and environmental

impact.

When is it? The campaign will run throughout the entire month of October culminating in an

international #BankingOnValues day on October 22.

Where is it? Everywhere! Online, in-person, at home, at work. There will be a series of online and

offline opportunities to engage, ask questions, and share your thoughts, hopes, dreams and experiences

of values-based banking (also known as ethical banking, regenerative banking, and sustainable banking)

as a co-worker!

How do I get Involved?

1. Join the global movement online

a. Find us www.gabv.org

b. Like us on http://www.facebook.com/bankingonvalues

c. Follow us on https://twitter.com/bankingonvalues

d. Connect with us on http://www.linkedin.com/company/global-alliance-for-banking-

on-values.

2. Share your stories of values-based banking using the hashtag #BankingOnValues

a. Send us a video, doodle, selfie, random thought

b. Share a ready-made graphic <graphics hyperlinks to be created in Oct. by the GABV>

c. Share the cute Ralph video – the values-based banking kid who explains it all

d. Share ideas with family and friends about why #BankingOnValues is important

3. Participate in our online and offline events

a. <GABV webcast details to be inserted by GABV in October>

b. <local event/webcast details to be inserted by you>

c. Pre-register for a free MIT course on values-based banking (will launch in 2016).

I am #BankingOnValues to create a better future. And I am proud to talk about it. Are you?

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CEO Call-To-Action Video Script

The following is a sample video script from your CEO to encourage co-worker participation in the

campaign. Feel free to use this to produce an in-house 60 second video from your CEO.

What is the #BankingOnValues campaign?

On Thursday, October 22, we're adding local voices to a growing, global movement through the

#BankingOnValues campaign.

This campaign is the second international awareness campaign by the GABV; a network of 27 financial

institutions across Asia, Africa, Australia, Latin America, North America and Europe; serving 20 million

customers; supported by 30,000 co-workers. Together we're leveraging $100 billion in assets by putting

money to good through programs, products and projects with an economic, social and environmental

impact.

The campaign combines offline public engagement events and co-worker, partner and customer

inspired social media conversation.

Why should you care?

This is a different kind of banking.

Made possible when people choose banking on values.

And it’s a growing, global movement powered by passionate co-workers, just like you.

But we need to spread the message in a personal and authentic way.

How can you get involved?

Be aware of <insert bank> involvement in the Global Alliance for Banking on Values.

o You’ll find lots of useful information at <insert local webpage>

Help us add a <insert bank> voice to the second international social media campaign by joining

the conversation using the hashtag #BankingOnValues.

We will send you more details and tools soon about how you can JOIN (e.g. GABV eZine, or

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GABV online forums), SHARE (social media graphics and messages), and PARTICIPATE (in events

or webcasts) on October 22.

o And don’t forget, the best PUBLICALLY shared social media message from your personal

account, using the hashtag #BankingOnValues, will be selected from across the GABV

co-worker network, and awarded €1000 towards travel/accommodation expenses to

attend the 2017 GABV Annual Meeting.

I am #BankingOnValues to create a better future. And I am proud to talk about it. Are you?

GABV URLs, Content, Videos, Basecamp

GABV Videos

Video content when shared online or offline can really help explain a concept. The video we’d like to

push this year is the What is Banking on Values? video. An updated version of the video featuring

Ralph, the Values-based kid Banker will be released by September 30. The script is captioned in a

number of languages. If we’re missing your language, please translate the script below and forward it

to Linda Ryan, [email protected].

I’m Ralph, and I’m a banker. Not when I grow up, not for make-believe, now.

Actually did you know, you and me – we’re all bankers. For reals!

I used to put my coins in a money box and they just sat there, doing nothing. But I learned that my money

could work for me and help the planet!

Now, I put my money in a savings account at a values-based financial institution. Why? Because I want to

create positive economic, social and environmental change in my community, and around the world – and

this is a great way to do it!

Okay, let me tell you what I mean...

Where you bank really matters. Did you know that big change happens with small transactions? They do,

trust me.

My money doesn’t just sit there anymore, it can help me buy a sweet new bike...or it can help you buy a

home, save for retirement, invest for good returns or be a business tycoon!

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By Banking on Values, we choose to put our money in a place that believes in putting you and me first.

Think of it as magically multiplying your money to finance not only the things you need, but things the

planet and your community needs too!

This kind of banking makes total sense. And, it’s growing.

All the good that we’re doing is tracked by the community banks, credit unions and sustainable banks

involved. They find ways to make things better and betterer!

This is a global movement with millions of other people, like you and me, pooling our money to do great

things.

Go ahead; be proud about how you’re changing the world!

Feel good about it. Because there is no trade-off - This is serious banking, with a

serious feel-good factor!

So, whether you’re an adult, or a kid like me, we’re all Bankers. It’s our money that makes this world go

round!

So, tell your neighbours, tell your friends, hey, tell the world: we have the power to

choose Banking On Values.

GABV URLs

GABV Online Channels

www.gabv.org

www.twitter.com/@BankingOnValues

www.facebook.com/BankingOnValues

http://www.linkedin.com/company/global-alliance-for-banking-on-values

Other Web Addresses Redirecting to www.gabv.org

www.GABV.net

www.BankingOnValues.info

www.GlobalAllianceForBankingOnValues.com

www.GlobalAllianceForBankingOnValues.info

www.GlobalAllianceForBankingOnValues.net

www.GlobalAllianceForBankingOnValues.org

Other Related Web Addresses:

www.GABVconference.com (login details required)

www.BankingOnValues.info

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www.twitter.com/@BankingOnValues

www.facebook.com/BankingOnValues

http://www.linkedin.com/company/global-alliance-for-banking-on-values

www.bankingonvalues.com

Basecamp

All campaign material including the campaign-in-a-box and the graphical templates will be made

available by September 30 on the GABV Marketing and Communications Experts forum on Basecamp:

https://basecamp.com/2131174/projects/8876100

If you are unable to access Basecamp, please contact Linda Ryan, [email protected].

Website Content

For the purposes of the #BankingOnValues campaign and also year-round profile-building, it is

important to have consistent, up-to date information on your website linking your bank to the GABV.

Feel free to use the following sample content to update your web pages on values-based banking and

your membership of the GABV.

Sample Values-based Banking Web Page

Values-based banking

As a values-based bank, <bank name> is committed to transforming how banking is done, so we can

help our members and their local communities thrive economically, socially and environmentally.

We aren’t doing this alone. Our customers are as much a part of this as we are. With your deposits, we

can place the right financial tools in the hands of individuals, organisations and initiatives working to

make our world a better place. Here’s how...

Global Alliance for Banking on Values (GABV)

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We’re part of a global values-based banking movement. Founded in 2009, the GABV is an

independent network of banks and banking cooperatives with a shared mission to use finance to

deliver sustainable economic, social and environmental development. The Alliance comprises 27

members operating across Asia, Africa, Australia, Latin America, North America and Europe; serving

20 million customers; holding up to USD 100 billion of combined assets under management; and

powered by a network of 30,000 co-workers.

The proof is in the impact

In <year> our customers’ deposits supported <x impact>; helped <y impact>; funded <z impact> and

more. Find out how: <link to more info.>

Investing in <insert your Bank’s investment focus>

We multiply the power of customers’ deposits by lending to and investing in <investment areas> that

create positive economic, social and environmental impact. Learn more: <link to more info.>

Values and commitments

Our vision, mission, and values guide our approach to doing business. Learn more: <link to more

info.>

Sample GABV Page

Global Alliance for Banking on Values

<Insert new GABV logo. To be

distributed via Basecamp by

the GABV by September 30>

In <year>, <bank name> joined the Global Alliance for Banking on

Values (GABV), an independent network of banks and banking

cooperatives with a shared mission to use finance to deliver

sustainable economic, social and environmental development.

Global appetite for values-based banking

The GABV is a 27 member network serving 20

million customers, powered by 30,000 co-workers.

Last year the first international #BankingOnValues

What is #BankingOnValues?

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awareness campaign generated 8.8 million social

media impressions. These numbers demonstrate

there is a global appetite for our approach to

values-based banking, one that puts human needs

first; proving there’s a way of doing business that

can combine positive economic, social and

environmental impact.

Watch the video

Why is the GABV important to <bank name>?

Being a member of GABV helps us…

Learn what other values-based banks are doing

Share concepts, initiatives, processes and insights

Create momentum as partners in the #BankingOnValues movement.

Why is <bank name> important to the GABV?

As a member of the GABV we take an active role in the debate about how to build a sustainable financial

future. We participate in joint projects to help shape solutions. The GABV is both a talking and, crucially,

a doing alliance. Find out how we intend to deliver our ambitious goals…

Advocacy & Engagement Programme

Human Capital Programme

Regional Chapters Programme

Impact Metrics Programme

Financial Capital Programme

Why is any of this important?

During the recent global crisis, GABV banks and banking cooperatives, like us, not

only weathered the economic storm better than many traditional banks—they

thrived. But this isn’t common knowledge. We need to tell that story, to encourage

more people to bank sustainably and to encourage more financial institutions to think triple bottom line.

Watch what people have to say.

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Social Media Banners, Shareable Graphics & 2014 Posts

Banners and Graphics

Digital assets have been created in English and Spanish for you to use in the campaign. These include:

#BankingOnValues social media banners for LinkedIn, Twitter, Facebook and email. See samples

below.

A range of shareable social media graphics including animated gifs (for Facebook, Twitter,

Instagram and LinkedIn) for use as activation elements for social media. See samples below.

Concept 01: Proud to put people before profit

Concept 02: People before Profit (animated gif)

Concept 03: GABV by the numbers (facts about the numbers of members,

customers, combined assets, countries etc.) (animated gif)

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The social media headers’ graphics are now available via the link below. The shareable graphics and

animated gifs will follow in a week to 10 days. Graphics are available in various file formats and some of

the graphics’ layers can be edited by your Designer using Photoshop.

Link: http://www.gabv.org/home/bankingonvalues-campaign-digital-assets

Password: bankingonvalues

Member Map

The GABV member map, pictured below is also available on Basecamp: File name: Member Map.png.

The map references current members, as of the end of August 2015.

https://basecamp.com/2131174/projects/8876100

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2014 Social Media Posts

A spreadsheet of social media posts using the hashtag #BankingOnValues is now available on Basecamp.

Why not sort the data in the spreadsheet to identify people who posted in your region/country, or co-

workers, partners or members who shared messages, and invite them via your organisation’s social

media channels during October to join the campaign again this year. File name: 2014 #BankingOnValues

posts.xls.

Sample Campaign Press Release

Can banking be a positive thing?

That’s a question <insert bank> and Global Alliance for Banking On Values members from across the

world will ask on October 22, 2015, through local public events and global social media activity.

Did you know <insert bank> is part of a growing global movement that you help power every day?

On Thursday, October 22, we're adding <insert bank> voices to the #BankingOnValues campaign.

#BankingOnValues is the second international awareness campaign by the GABV; a network of 27 banks

and banking cooperatives across Asia, Africa, Australia, Latin America, North America and Europe;

serving 20 million customers; supported by 30,000 co-workers. Together these banks and banking

cooperatives leverage $100 billion in assets by putting money to good through programs, products and

projects with an economic, social and environmental impact.

<Insert how the GABV mission fits with your mission>

When is it? The campaign will run throughout the entire month of October culminating in an

international #BankingOnValues day on October 22.

Where is it? Everywhere! Online, in-person, at home, at work. There will be a series of online and

offline opportunities to engage, ask questions, and share your thoughts, hopes, dreams and experiences

of values-based banking (also known as ethical banking, regenerative banking, and sustainable banking)!

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How to get Involved?

1. Join the global movement online

a. Find us www.gabv.org

b. Like us on http://www.facebook.com/bankingonvalues

c. Follow us on https://twitter.com/bankingonvalues

d. Connect with us on http://www.linkedin.com/company/global-alliance-for-banking-

on-values.

2. Share stories of values-based banking using the hashtag #BankingOnValues

a. Send us a video, doodle, selfie, random thought

b. Share a ready-made graphic <graphics hyperlinks to be created in Oct. by the GABV>

c. Share the cute Ralph video – the values-based banking kid who explains it all

d. Share ideas with family and friends about why #BankingOnValues is important.

3. Participate in our online and offline events

a. <GABV webcast details to be inserted by GABV in October>

b. <local event/webcast details to be inserted by you>

c. Pre-register for a free MIT course on values-based banking (will launch in 2016).

#BankingOnValues is a campaign developed by the GABV in conjunction with members and partners.

<Insert quote from CEO calling on the public to get involved>

Media enquiries

<Insert your local media contact information>

Other Useful Resources

GABV CEO Opinion Pieces

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Please consider linking to opinion pieces written by member CEOs (or others) to help personalize and

reinforce the impact of trends, insights and innovations of values-based banking. These articles can be

found under the New Thinking section of the GABV website: http://www.gabv.org/opinionpieces.

Translation Options for Videos You Create

Automatic translation for videos you create

If you upload a caption file to your video, YouTube and Google Translate work together to

translate it for your viewers. For example, if an English-speaking viewer turns captions on to

watch a video spoken in Italian, YouTube will offer to translate the Italian captions into English

subtitles. This will not work if you have automatic captions selected as the caption track.

The accuracy of this method varies. If you want to grow your audience in specific territories,

consider one of the options below.

Note that until YouTube can verify the quality of the translated track, it will not be indexed as

metadata.

Translate your videos yourself. Or if you prefer to invest in translated captions, order directly from an

external vendor.

Ask your community to help you translate your video’s subtitles

Reach-out to international friends who might be able to translate your videos.

Create a video inviting your fans to submit subtitles and closed captions to your videos.

Spread the word and invite contacts to create subtitles in the languages they speak.

After you add closed captions and subtitles, be sure to let your audience know they are available.

Learn more http://www.youtube.com/yt/creators/captions.html#yt-creators-topics-about-card-2.

Key Terms Defined

Values-based banking (also known as sustainable, regenerative, ethical banking)

Individual GABV members may have slightly different definitions of values-based banking depending on

focus, operations and activities but all GABV members adhere to the following principles.

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1. Triple bottom line approach at the heart of the business

model

2. Grounded in communities, serving the real economy and

enabling new business models to meet the needs of both

3. Long-term relationships with clients and a direct

understanding of their economic activities and the risks

involved

4. Long-term, self-sustaining, and resilient to outside disruptions

5. Transparent and inclusive governance

6. All of these principles embedded in the culture of the bank.

Global Alliance for Banking on Values

Founded in 2009, the Global Alliance for Banking on Values (GABV) is an independent network of banks

and banking cooperatives with a shared mission to use finance to deliver sustainable economic, social

and environmental development. The Global Alliance comprises 27 financial institutions operating

across Asia, Africa, Australia, Latin America, North America and Europe; serving 20 million customers;

holding up to USD 100 billion of combined assets under management; and powered by a network of

30,000 co-workers. Learn more.

GABV Quick Facts

What is the Global Alliance for Banking on Values?

27 financial institutions

Across Asia, Africa, Australia, Latin America, North America and Europe

Serving 20 million members/clients/customers

Powered by 30,000 co-workers

Leveraging $100 billion dollars in assets.

Useful links

About the GABV

Our Banks

News and Events

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Stories of value-based banking (case studies)

Governance and Board of Directors

Membership Benefits

Our Work

o Advocacy & Engagement Programme

o Human Capital Programme

o Regional Chapters Programme

o Impact Metrics Programme

o Financial Capital Programme

Why is the GABV important to your organisation (as a GABV member)?

Being a member of GABV helps you …

Learn what other values-based financial institutions are doing

Share concepts, initiatives, processes and insights

Create momentum as partners in the values-based banking movement.

Why is your organisation (as a GABV member) important to the GABV?

As a member of the GABV you take an active role in the debate about how to build a sustainable

financial future. You participate in joint projects to help shape solutions. The GABV is both a talking and,

crucially, a doing organisation. Find out how the GABV intends to deliver ambitious goals…

Advocacy & Engagement Programme

Human Capital Programme

Regional Chapters Programme

Impact Metrics Programme

Financial Capital Programme

Why is any of this important?

During the recent global crisis, the GABV banks and banking cooperatives like you, not only weathered

the economic storm better than many traditional banks—they thrived. But this isn’t common

knowledge. We need to tell that story, to encourage more people to bank sustainably and to encourage

more financial institutions to think triple bottom line. Watch what people have to say in this video.

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GABV Data on Values-based Banking

Data nuggets when shared through social media or at events can really help explain an abstract concept.

Adding these more global data nuggets to your local data can help reinforce the impact and scale of

values-based banking and the GABV. A 2013 report shows sustainable banks outperform ‘big banks’

(English and Spanish). This research will be updated and published by the GABV by October 22.

Highlights of the report are:

Sustainable banks lend almost twice as much of their assets on their balance sheet, when

compared with the big banks (75.9% compared to 40.1%, from 2003 to 2012)

Sustainable banks rely on customer deposits to a much greater degree to fund their balance

sheets (73.1% versus 42.9%)

Sustainable banks maintained stronger capital positions, relative to their larger contemporaries,

especially when measured by equity/total assets (7.2% versus 5.5%)

Sustainable banks deliver comparable returns on assets over the cycle (0.56% versus 0.57%)

with lower levels of volatility, and better returns post-crisis (0.53% versus 0.37%).

GABV PowerPoint Presentation

A pre-scripted presentation will be developed and posted to Basecamp by the GABV before

September 30 to help you raise awareness among co-workers or tailor and use during events with

other stakeholders. The presentation will provide an overview of the GABV, the #BankingOnValues

movement, and our collective ambitions to change the world of banking. We will also provide messages

to help you outline how your organisation benefits from the Alliance and how the Alliance grows

because of your affiliation.

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New GABV Logo and Design Guidelines

A new GABV logo plus corporate identity and design guidelines will be available from Basecamp by

September 30 for you to take and update your channels and collateral. If you have any questions please

contact Linda Ryan, [email protected].