1. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy AS A Emily Davis, MNM Emily Davis Consulting September 11, 2014 10:00 11:00 a.m.

2. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy TURN ON YOUR TECH

3. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy A LITTLE ABOUT ME

4. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy A LITTLE ABOUT YOU 30 seconds or less Name & Title 1 Question for Today 1 Social Media Buzz Word

5. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy UNDERSTANDING SOCIAL NETWORKS Organizations dont have to create social networks; they exist all around us in a variety of forms. Networked Nonprofits strengthen and expand these networks by building relationships within them to engage and activate them for their organizations efforts. (Fine and Kanter, 2010)

6. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy

7. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy WHAT STINKS ABOUT SOCIAL MEDIA?

8. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy WHAT ROCKS ABOUT SOCIAL MEDIA

9. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy SOCIAL MEDIA LIFECYCLE

10. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS Not using social media consistently Resistant to change Struggle with control Need basic marketing plan (i.e. branding, print materials, online outreach, etc.) Leadership-driven change in culture to adopt online engagement 1. Develop communications strategy (audience, goals & objectives, etc.) 2. Listen & develop online presences 3. Leadership initiated discussion about engagement * The Networked Nonprofit, 2010

11. CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS Using 1 or more /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy social media platforms, but not consistently Online presence connected to marketing goals Learn & use best practices Focus on 1 2 social media platforms Need to link to campaign, program(s), objective(s) Need to link goals, objectives, and activities Need to identify audiences Collect data for measurement 1. Low-risk pilot program to demonstrate ROI 2. Build implementation capacity internally 3. Create/revise social media policy 4. Integrate and document measurement data * The Networked Nonprofit, 2010

12. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS Strategic use of multiple social media tools Part time or full time staff for digital communications Board using social media in governance Social media usage integrated throughout org Has developed relationships & technology integration Need more sophisticated measurement tools Find ways to increase involvement from staff across the organization 1. Social media staff trains & coaches other org staff 2. Research more sophisticated measurement data, tools, and processes 3. Evaluate, revise strategies 4. Share success stories with other orgs * The Networked Nonprofit, 2010

13. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy CHARACTERISTICS Embracing culture of learning Use social media data to help the leadership guide decisions Demonstrate clear and compelling results Networked with other organizations showing similar success Internalized social media communication best practices including: o Strategy o Implementation o Integration o Evaluation * The Networked Nonprofit, 2010

14. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 10 TIPS FOR USING SOCIAL MEDIA* 1. Social media is A tool not THE tool 2. Social media is a plant 3. Add value 4. Two way street 5. Prospecting, cultivation, stewardship 6. Philanthropys next generation 7. It aint free 8. Not everyone Diggs social media 9. Selling social media 10. Have a plan *Fundraising and the Next Generation, 2012

15. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy COMMUNICATIONS EVOLUTION Traditionalists Postal Mail Phone calls Boomers Television Facebook Email Generation X Websites E-newsletters Email Millenials (Gen Y) Social Media Websites Mobile Generation Z ??? Adapt or die! Every generation teaches us new technology

16. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 2. WHAT SEEDS HAVE YOU PLANTED? Up-to-date database Specific, targeted outreach Phone calls In person meetings Website E-newsletter Social media postings Matching gifts Challenge grants Policies

17. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 3. ADD VALUE Position yourself as an expert Why your org? Whats your impact?

18. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 4. TWO WAY STREET Be ready to respond Dont wait to comment Offer ideas Ask questions Welcome feedback Celebrate successes Educate and share impact

19. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy SOCIAL MEDIA POLICIES

20. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy EXTERNAL POLICY

21. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy INTERNAL POLICY

22. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy FUNDRAISING PROCESS NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee & board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone!

23. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 5. LADDER OF ENGAGEMENT Awareness about service or giving Interest in learning about service or giving Desire to buy service from org or donate Action when service purchased or donation is made * 2010 Beth Kanter

24. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy SOCIAL MEDIA LADDER Happy bystanders (Listen) Spreaders (Share) Clients (Money) Evangelists (Ask) Instigators (Create) * 2010 Beth Kanter

25. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy RELATIONSHIPS DONT CHANGE Cultivate, steward, & solicit Recognize Multi-channel communications Meet one-on-one Develop ambassadors Stewardship rather than solicitation Effective database

26. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy LETS BREAK FOR QUESTIONS

27. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy THE NEXT GENERATION

28. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy

29. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy IT AINT FREE Many nonprofits (particularly the smaller ones) lack the resources to communicate effectively. The Internet offers the opportunity to cost-effectively build a community of supporters. --ePhilanthropyFoundation.org

30. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy NOT EVERYONE DIGGS SOCIAL MEDIA

31. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy INVESTING IN SOCIAL MEDIA

32. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy HAVE A PLAN Set Purpose(s) Goals & Objectives Tools & Strategies Implementation Evaluation

33. THE PLANNING PROCESS /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy Discovery Environmental scan Strategy sessions Target audiences Channel identification Topic areas Documentation Best practices Start small & slow Calendar dashboard Measurement strategies Implementation Staff Brand identity Content per channel Collaboration Personal/professional boundaries Adjust as needed

34. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy WHY AN ANNUAL ONLINE CAMPAIGN Opportunity for pilot campaign Longitudinal data across years Motivation for sharing stories online Cross-organizational participation Great for new donors and annual givers Increase awareness & branding Galvanize volunteers Its fun!

35. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy PLATFORMS & STRATEGIES Facebook Page Blog, Twitter YouTube LinkedIn Group, Company, Profiles Pinterest Other? Matching opportunities Challenge grants Connect to specific programs Demonstrate impact Be ready to steward!

36. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy 5 THINGS TO DO TODAY Make a plan Watch other orgs Attend trainings & ask for support Invite participation Support new ideas

37. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy PLEASE DONT Ignore stakeholder input Make it hard to participate Stray from being unique Talk all about yourself Forget to acknowledge, connect to impact

38. Social media is as much art as it is science. Every org has different experiences. We are all learning. Social media is always evolving. Ten Tips to Using Social Media as a foundation. Listen and learn! /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy

39. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy

40. /emilydavisconsulting /AskEmilyD #nptech #nonprofit #socialmedia #philanthropy