BRINGING
YOUR CU INTO
WORLD 2.0
A HANDS-ON
WORKSHOP
Morriss Partee

WEB 1.0
STATIC PAGES

WEB 2.0 = SITES OR ONLINE COMMUNITIES
WHERE PEOPLE
COMMUNICATE, SHARE AND/OR INTERACT

SOCIAL MEDIA/NETWORKING SITES

WORLD 2.0:
I can get
• ANY information about
• ANYthing, ANY place,
ANY one, or ANY business
at ANY TIME.
(oh, and I can’t get lost, either)

Time for a magic trick
46645

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

100 YEARS AGO

What never worked for us

Word of Mouth

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

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

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

56% of online American
consumers* feel a
stronger connection and
that they are better
served by a company
when they can interact
with them in a social
media environment.
-Cone Business Study, Sept. 2008
*60% of Americans currently use social media.
http://www.coneinc.com/content1182

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

What should I do now?

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

Results:
$179,000 in unpaid traditional media coverage
2,000,000+ impressions
2,736 new Y&F accounts
$3,982,000 deposits into Y&F accounts

What it is: Community blog to make
Vancouver and BC a better place to live
Results: Featured coverage in local
media, including TV and newspaper
Increased loyalty among members
Reinforces triple-bottom line of the CU

New members joining Verity CU cite their
blog as the reason three times
more frequently than
direct mail.
Shari Storm
VP Marketing
Verity CU
Seattle WA

MemberNote

MemberNote
29% 41-55
28% 25-40
23 % 56+
11% 18-24

HOW DO
YOU
MEASURE?

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

TIME TO
JUMP IN!

Join/Participate in
YOUR
online community:
www.EverythingCU.com

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

CREATING A BLOG
IS YOUR CU READY?

READY FOR A BLOG?
1. FREE AND OPEN DISCUSSION
2. CONTRIBUTE REGULARLY
3. UNDERSTAND THAT IT’S NOT A DIRECT
REVENUE SOURCE

GETTING READY
Before You Start
LEARN BLOG ETIQUETTE
http://weblogs.about.com/od/blogethics/

GETTING READY
Before You Start
BE A HUMAN BEING,
NOT AN ORGANIZATION

TAKE ACTION!
Start Your Blog Now!
PICK ONE:
1. BLOGGER - FREE
2. TYPEPAD - $ 14.95/mo.
3. WORDPRESS - FREE

TAKE ACTION!
Start Your Blog Now!
DECIDE WHO HAS PERMISSION TO WRITE,
AND SET UP ACCOUNTS FOR THEM.

TAKE ACTION!
Start Your Blog Now!
BEFORE YOUR FIRST ENTRY:
CREATE AN
“ABOUT ME” OR “ABOUT US”
PAGE

TAKE ACTION!
Start Your Blog Now!
MAKE YOUR FIRST ENTRY!
FIRST ENTRY TIPS:
• BACKGROUND OF CU
• YOUR BACKGROUND
• PURPOSE OF CU/THIS BLOG

TAKE ACTION!
Good Topics
HELPING YOUR MEMBERS
Preventing Identity Theft
How to Improve Your Credit Score
How to Buy Your First Home
How to Save Money
Activities in Your Member’s Communities
Making the World a Better Place

Marketing 2.0
Blogging Outreach Program

TAKE ACTION!
CREDIT UNIONS BLOGGING
Verity CU, Seattle
Vancity CU (Change Everything),
Vancouver BC
Old Hickory CU, Nashville
Life & Times of a CU Employee, MaPS CU