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Peer Exchange Group 1:
                     Stealth Measurement:
                     Using Social Media Effectively:
                          One Channel Focus



                        Ambassadors and Sharing
                          November 18, 2011




                  Beth Kanter,
Visiting Scholar, Social Media and Nonprofits
   The David and Lucile Packard Foundation
     Organizational Effectiveness Program
Welcome!

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While we are waiting, play with the chat:
What’s something you learned about
content on Facebook this month?
This call is being
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          Flickr Photo
          by Malinki
Peer Exchange Group 1:
                     Stealth Measurement:
                     Using Social Media Effectively:
                          One Channel Focus



                     Ambassadors and Sharing Tips
                         November 18, 2011




                  Beth Kanter,
Visiting Scholar, Social Media and Nonprofits
   The David and Lucile Packard Foundation
     Organizational Effectiveness Program
On The“wikito Today your reflections
 Don’t forget jot down
 in your
          Call
             journal”




Beth Kanter    Becky Jain
Agenda

    Intros/Reminders
    Principle #5: Ambassadors
    Peer Discussion
    Next Session
    Reflection




Twitter Hashtag: #measurenp
Quick Reminders
  Groups 1a at 11:00 am
  Groups 1b at 1:00 pm

  Switch groups: OK
  Missed Session:
  Listen to Recording

  Multiple people from organization can
  participate, tag team – be prepared

  Do your homework – light and easy!
  Write in your wiki journals

  Facebook Stealth Measurement Group
•A social media policy provides the rule book for all staff to participate through personal use
•Organizational guidelines for official spokespersons and department presence
•Community guidelines for online discussions and posts
•Allocates enough staff time for oversight and implementation
•Implementation time is effective and efficient

                                                      Quick Review:
                                                      Principle #3:
                                                      Recruitment and Engagement

                                                         Ladder of Engagement on Facebook
                                                         Cross Promote All Channels
                                                         Staff and volunteers can help recruit
                                                         Custom Landing Tab
                                                         22 Recruitment Tactics
                                                         Engagement: Open-Ended Questions, Brevity,
                                                         Photos, and humor
                                                         Preventing Engagement Drops: Don’t Just Talk
                                                         About You
                                                         Always be commenting
Type into the chat:

What recruitment tactics
did you try?
What engagement tactics
did you try?
What worked? What didn’t?
A majority of our posts are about
sharing links to our media coverage.
However, I don't think
"broadcasting" news 100% of the
time is effective on Facebook. I want
our fans to talk, ask questions, etc.
However, there are some deep-
seated fears within our organization
about things like "open-ended
questions". Do you have any tips on
how to either help upper
management become more
comfortable with online
conversations, or perhaps any
suggestions of "non-risky" posting
strategies?
Principle #4: Content


Coordinate all content channels
Editorial Ecosystem
Facebook Content
   Chop Shop
   Photos
   Automate Selectively
   Online/Offline Connections
Content As Food Preparation
Content As Food Preparation: The Shopping List and Pantry




What can be chopped into small
pieces?
Monthly Menus

Month                    Content/Type   Topic

Monday                   Question
Tuesday                  Photo
Wednesday                Video
Thursday                 Link
Friday                   Question


Monday                   Question
Tuesday                  Photo
Wednesday                Video
Thursday                 Link
Friday                   Question
Restaurant Critic

Month                   Content/Type   Topic     Reach     Virility

Monday                  Question
Tuesday                 Photo
Wednesday               Video
Thursday                Link
                                         Reach = The number of
Friday                  Question
                                         unique people who have
                                         seen your post
Monday                  Question
Tuesday                 Photo
                                         Virility = The percentage
Wednesday               Video
                                         of people who engaged
Thursday                Link
                                         out of total reach
Friday                  Question
Type into the chat:

What content tactics did
you try?
What worked? What didn’t?
Recruit

Engagement

  Action


   Love
It’s a like, it’s a comment, it’s a
wall post, it’s a status update, no
it is Superfan!
Love
Love
Love
Concerns          Benefits

 Rogue Fan         Testimonials

 May move on       Open Door

 Control Issues    It’s genuine
How Do We Work With Them?
Track:
Who Are They?

Recognize:
Shout Outs, Tagging

Cultivate:
What do they want to do?

Proposal/Tools:
Ways to participate

Engage and Amplify: Make it fun
How do
you find
people
who love
you?
In your back yard?
Our Daily Bread – Fairfax VA

“Using Facebook to
engage and learn more
about donors and
cultivation for additional
gifts. Example:
Amazon Wish List. “
Shout Outs
The Blue Key site was only launched in December 2010, and its social/digital aspects were
relatively new, so there was not a lot of data to base KPIs on. Overall, when we went into
the first phase of the campaign, we had two goals: to secure at least three Blue Key
Champions, and to get 6,000 keys ordered between May 9 and June 20 (World Refugee
Day).

These goals were important to USA for UNHCR first, because the entire Blue Key campaign
revolves around more people purchasing keys, and second, because with a limited budget
for traditional outreach, we relied on willing bloggers to help us get the word out.




                                      Cultivate and Participate
Next Session: December 16, 2011
11:00 am PST
1:00 pm PST

Topic: Answer open questions, FB Insights, and
Privacy Tips

Homework: Write in the wiki journal. Experiment
with getting more shares or design an ambassador
program

WORKSHEET on the WIKI

Reflection: What are your next steps?
Group 1 Packard Foundation
Group 1 Packard Foundation
Group 1 Packard Foundation

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Group 1 Packard Foundation

  • 1. Peer Exchange Group 1: Stealth Measurement: Using Social Media Effectively: One Channel Focus Ambassadors and Sharing November 18, 2011 Beth Kanter, Visiting Scholar, Social Media and Nonprofits The David and Lucile Packard Foundation Organizational Effectiveness Program
  • 2. Welcome! If you experience any technical difficulties logging into the system, please contact Ready/Talk Customer support: 800.843.9166 Please use *6 to Mute your conference line While we are waiting, play with the chat: What’s something you learned about content on Facebook this month?
  • 3. This call is being recorded *2 Flickr Photo by Malinki
  • 4. Peer Exchange Group 1: Stealth Measurement: Using Social Media Effectively: One Channel Focus Ambassadors and Sharing Tips November 18, 2011 Beth Kanter, Visiting Scholar, Social Media and Nonprofits The David and Lucile Packard Foundation Organizational Effectiveness Program
  • 5. On The“wikito Today your reflections Don’t forget jot down in your Call journal” Beth Kanter Becky Jain
  • 6. Agenda Intros/Reminders Principle #5: Ambassadors Peer Discussion Next Session Reflection Twitter Hashtag: #measurenp
  • 7. Quick Reminders Groups 1a at 11:00 am Groups 1b at 1:00 pm Switch groups: OK Missed Session: Listen to Recording Multiple people from organization can participate, tag team – be prepared Do your homework – light and easy! Write in your wiki journals Facebook Stealth Measurement Group
  • 8. •A social media policy provides the rule book for all staff to participate through personal use •Organizational guidelines for official spokespersons and department presence •Community guidelines for online discussions and posts •Allocates enough staff time for oversight and implementation •Implementation time is effective and efficient Quick Review: Principle #3: Recruitment and Engagement Ladder of Engagement on Facebook Cross Promote All Channels Staff and volunteers can help recruit Custom Landing Tab 22 Recruitment Tactics Engagement: Open-Ended Questions, Brevity, Photos, and humor Preventing Engagement Drops: Don’t Just Talk About You Always be commenting
  • 9. Type into the chat: What recruitment tactics did you try? What engagement tactics did you try? What worked? What didn’t?
  • 10. A majority of our posts are about sharing links to our media coverage. However, I don't think "broadcasting" news 100% of the time is effective on Facebook. I want our fans to talk, ask questions, etc. However, there are some deep- seated fears within our organization about things like "open-ended questions". Do you have any tips on how to either help upper management become more comfortable with online conversations, or perhaps any suggestions of "non-risky" posting strategies?
  • 11. Principle #4: Content Coordinate all content channels Editorial Ecosystem Facebook Content Chop Shop Photos Automate Selectively Online/Offline Connections Content As Food Preparation
  • 12. Content As Food Preparation: The Shopping List and Pantry What can be chopped into small pieces?
  • 13. Monthly Menus Month Content/Type Topic Monday Question Tuesday Photo Wednesday Video Thursday Link Friday Question Monday Question Tuesday Photo Wednesday Video Thursday Link Friday Question
  • 14. Restaurant Critic Month Content/Type Topic Reach Virility Monday Question Tuesday Photo Wednesday Video Thursday Link Reach = The number of Friday Question unique people who have seen your post Monday Question Tuesday Photo Virility = The percentage Wednesday Video of people who engaged Thursday Link out of total reach Friday Question
  • 15.
  • 16. Type into the chat: What content tactics did you try? What worked? What didn’t?
  • 18. It’s a like, it’s a comment, it’s a wall post, it’s a status update, no it is Superfan!
  • 19. Love
  • 20. Love
  • 21. Love
  • 22. Concerns Benefits Rogue Fan Testimonials May move on Open Door Control Issues It’s genuine
  • 23. How Do We Work With Them? Track: Who Are They? Recognize: Shout Outs, Tagging Cultivate: What do they want to do? Proposal/Tools: Ways to participate Engage and Amplify: Make it fun
  • 25. In your back yard?
  • 26. Our Daily Bread – Fairfax VA “Using Facebook to engage and learn more about donors and cultivation for additional gifts. Example: Amazon Wish List. “
  • 28. The Blue Key site was only launched in December 2010, and its social/digital aspects were relatively new, so there was not a lot of data to base KPIs on. Overall, when we went into the first phase of the campaign, we had two goals: to secure at least three Blue Key Champions, and to get 6,000 keys ordered between May 9 and June 20 (World Refugee Day). These goals were important to USA for UNHCR first, because the entire Blue Key campaign revolves around more people purchasing keys, and second, because with a limited budget for traditional outreach, we relied on willing bloggers to help us get the word out. Cultivate and Participate
  • 29.
  • 30. Next Session: December 16, 2011 11:00 am PST 1:00 pm PST Topic: Answer open questions, FB Insights, and Privacy Tips Homework: Write in the wiki journal. Experiment with getting more shares or design an ambassador program WORKSHEET on the WIKI Reflection: What are your next steps?

Editor's Notes

  1. http://www.flickr.com/photos/malinki/2621920871/sizes/o/Start recording about 2 minutes late to let people join *2
  2. Beth will read list of participantsBeth will introduce herself“The last few calls I realized that it was hard for me to moderate, work the software, take notes, read the chat and present. So, I’m lucky to have recruited a fabulous co-moderator, Becky Jain. She is going to help me with the back channel – the chat.Becky is a blogger and active on many social media communities. After studying at Wesleyan and the London School of Economics, she came to India to live with her husband, and to work in the development sector. She recently moved to back to the US and in NYC.Say hello!
  3. This is our agenda – we’ll pause along the way for questions.
  4. Remember that application you filed out, here’s a summary of group compositionIf I had to say one word about the group: DiversityWide range of budget sizes, different program areas of the Foundation …..That should enrich our work together, hopefully. One thing we have in common -You all have gone beyond the beginner stage in social media and looking to refine your work through measurement or figure out how to document results.
  5. So, while it is important to have an integrated strategy – that’s at an advanced maturity of practice – and you have to start somewhere .. So let’s look at how the ladder of engagement plays out on Facebook. Scaffolding by depth of relationship is a familiar framework for many nonprofits – whether it is donors or activists have tactics that move people up the ”Ladder of Engagement.” This is how it plays out on Facebook, but think across all your channels.
  6. http://simplymeasured.com/freebies/facebook-insights
  7. Aliza Sherman http://gigaom.com/collaboration/how-to-know-a-good-fan-on-facebook/Identify superfans.Recognize superfans publicly.Privately request that superfans respond to a questionnaire to get a better sense of who they are.Evaluate the responses to identify potential brand ambassadors.Approach superfans privately with a proposal to become a brand ambassador.Engage the new brand ambassadors to amplify their passions around the brand.
  8. Aliza Sherman http://gigaom.com/collaboration/how-to-know-a-good-fan-on-facebook/Identify superfans.Recognize superfans publicly.Privately request that superfans respond to a questionnaire to get a better sense of who they are.Evaluate the responses to identify potential brand ambassadors.Approach superfans privately with a proposal to become a brand ambassador.Engage the new brand ambassadors to amplify their passions around the brand.
  9. http://www.socialmediaexaminer.com/3-rewards-and-3-risks-of-making-customers-brand-ambassadors/#1: The power of a testimonial will outperform anything a marketer can develop.The power of a customer’s story has been proven to increase web traffic and conversions. But in this case, you would have customers who are building genuine relationships and showing that they’re so passionate about your brand that it actually is part of their identity.You could have customers who run an entire blog on your site, or one or more customers could be in charge of finding relevant articles they think your following would be interested in and sending out the tweets and status updates. Or from another angle, they could be charged with engaging with influential bloggers in your space and commenting on their blog posts on the company’s behalf. There are so many possibilities for these loyal fans to become immersed in your brand and share their genuine unfiltered perspective.‘#2: Customers can open doors faster than you can.Let’s face it, when bloggers are getting pitched by a brand, they immediately put up their sales radar. They want to protect their audience from your spammy marketing messages.But when one of your customers approaches a blogger about the difference you made in their life, it’s different. It doesn’t feel like a pitch, it feels like a case study that must be shared.If you set this up well, you’ll allow the customer to leverage benefits he or she can offer to a blogger—a pseudo-toolbox of resources such as cross-posting on each other’s blogs, joint media interviews and/or joint sponsorships. You’ll have to do some training with your customers on how and when it’s appropriate to use their toolbox, but it can be done.A customer who knows when it’s appropriate to say, “Hey, I also have some contacts over at the company and if you’re interested in posting in their community I can make an introduction.” An approach like that doesn’t sound salesy or pushy but natural, and builds on the power of social media to connect like-minded individuals.#3: It’s genuine, it’s real, and it isn’t marketing.It’s such a crowded marketplace for advertisers that it has become really tough to break through the clutter. And we’re seeing this extend into the social space. By having a group of customers who are your brand ambassadors, you can easily break through with an authentic voice because it will sound different—ultimately it’shumanization of your brand at its best.As much as you try to develop pretty marketing messages that deliver, this will sound different than anything you put together. The reality is that even if the customer said EXACTLY what you would’ve said, it will have a tone of genuine passion behind it that marketers struggle to convey without sounding pushy.The key is to get beyond the solicited customer testimonial and actually let them generate their own content in their own words. Facebook does a fantastic job with their Facebook Stories section. If it’s appropriate for you to be involved in their content creation process, only edit for grammar. Leave subjective edits in the trashcan. Give customers best practices, rather than rules. That’s where the power of authenticity takes hold.#1: Fear of the rogue customer.Giving up brand control is a difficult proposition because companies are terrified that their customer may turn on them at some point and have a large following they’ve established with the company’s support. I want to say it’s a valid fear, but it really isn’t.Tennis fans may remember when Martina Hingis filed a $40 million lawsuit against Sergio Tacchini, an Italian shoemaker, for giving her “shoes that injured her feet,” as ABC News reported. This came as a result of a “five-year endorsement deal that was to pay her (Hingis) $5.6 million.”Examples like this seem to always make the headlines and it gets worse when you look at celebrity endorsements that are cancelled due to embarrassing activities in the celebrities’ personal lives. While these are the examples most people associate with a rogue customer, there’s a really important distinction.#2: Concern over losing a brand ambassador because they move on.This is a reasonable concern. As you work with customers and they develop their own following, it can be tough to manage a transition if they decide they don’t have time for it anymore. I would recommend that you structure your brand ambassador channels in a way that allows for multiple customers to participate in a single channel so you aren’t too strongly aligned with an individual personality.The best we can do as marketers is to influence our brand’s message and perception, but the reality is that it’s largely controlled by our audience. The sooner we embrace the massive word-of-mouth network that has been magnified through social networks, the more chance we have of being a positive influence on it.As the social media world evolves, our customers will have a voice, whether we empower them or not. The question is, are you willing to provide the platform to magnify your customers’ reach or are you going to wait for your competition to do it first?Check here if you want to know if your brand passes the mirror test and check out this interview on how Cisco uses social media to connect with customers.What do you think? Is your brand ready for this kind of change? Are you already using this strategy? Please share your thoughts and ideas in the comments section below.
  10. Aliza Sherman http://gigaom.com/collaboration/how-to-know-a-good-fan-on-facebook/Identify superfans.Recognize superfans publicly.Privately request that superfans respond to a questionnaire to get a better sense of who they are.Evaluate the responses to identify potential brand ambassadors.Approach superfans privately with a proposal to become a brand ambassador.Engage the new brand ambassadors to amplify their passions around the brand.
  11. http://simplymeasured.com/freebies/facebook-fan-page-analytics
  12. http://www.odbfairfax.org/https://www.facebook.com/odbfairfaxhttp://www.youtube.com/odbfairfax“Using Facebook to engage with and learn more about our donors and cultivation for additional gifts. Example: Amazon wish list for our Food Pantry items. We posted on our page, got comments, including a fan who said she had just placed an order for us. We thanked her! The next day, a big order of Diapers came in from Amazon - and we thought it must be her. From the person's fb profile, I could tell she was a young mother - our key target demographic for new $$ donations. I looked her name up in our donor management system - and discovered she had attended our big fundraiser in Feb. as a first time donor and we had her email.. So my Food program manager sent her an email to say thanks and asked if she'd sent diapers. Donor responded back with a very engaging email that no, it was juice boxes she'd ordered - and she shared that she has a young son and they had attended our Empty Bowls event and our mission to feed hungry local children really resonated with her. Plus, she shared that she had first discovered our organization when she went to paint at the local Paint your own Pottery place before the Empty Bowls event - which was doing a promotion for us to "buy one, paint a free one to donate to ODB." So this was a great story for me to share as the Dev. Manager with our partner the owner of the Pottery shop! Terrific win-win!”
  13. https://www.facebook.com/Beth.Kanter.Blog/posts/10150929716385408
  14. http://www.nten.org/champions
  15. http://www.socialmediaexplorer.com/online-public-relations/influencer-identification-tools/
  16. http://www.waxingunlyrical.com/2011/06/07/want-to-identify-online-influencers-try-traackr/
  17. http://www.waxingunlyrical.com/2011/06/07/want-to-identify-online-influencers-try-traackr/