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Hani Qaddumi Scholarship Foundation
Baraka Advisors - Communications Strategy - Workshop #1

by @rchakaki - Nov 12 2013
Run a Communications
Workshop - 1/2day
• Dreamscape.. what more can we do?

• Introduce the social business web and
the elements of a social business

• Discuss the culture, values and vision of
HQSF and agreeing on what gets
socialized

• Present communications development
approaches and discussing suitable
options for HQSF

• Agree on the stakeholder priorities

• Identify and prioritize communication
channels

• Set the project milestones
1
vision & targets
Values
• Education is the source and pathway to
social empowerment, economic strength,
and will help advance Palestinian society in
the long term.

• Every student, no matter what their
socioeconomic background, should have
access to higher education.

• Empowering and catalyzing change begins
with allowing outstanding and deserving
youth the choice to fashion their
educational aspirations, and realize them
through hard work and dedication.

• Changing the landscape of Palestinian
society is at the core of HQSF’s mission
and the full potential of a society can only
be realized when signs of prosperity
through education emerge
• Report findings
• Are you reaching the right students?
• Are you delivering education for employment?
• Can you use the application process to raise standards /
equip students to compete at an international level?
Quantify
Goals Measurement 2014 Target
Grant Palestinian students with exceptional
academic abilities to pursue higher education.
# of Students 100 Undergrad, 6 AUB, 8 Grad
Raise educational standards so that students in
Palestine can uncompromisingly compete in
today’s knowledge economy.
Teacher’s Award
Program
Launch & Monitor Online Results
Support the higher educational institutions that
support Palestinian students to excel.
Teacher Training?
Establish one skills-development
mentoring program for a PAL U (online)
Meet the complex challenge of assessing the
growth of diverse sectors within the Palestinian
economy, so job needs are met and students can
carve out careers when finishing their educational
Schummaker Foundation Conference?
Collaborate with partner organizations to focus on
expanding and enhancing educational
opportunities for Palestinian youth.
# of partners vs
resources to manage
collaboration
Employ digital means to connect &
engage w 3 new partners
Become an essential resource in both Palestine
and the region as a progressive model for not-for-
profit organizations.
Visibility through
content
Publish 4 viral info graphics on the
education sector & Monthly SM
Engagement growth (Set Targets)
Provide resources and monetary assistance to
raise capital and secure funding for scholarships
through donors and other philanthropic
contributions.
Train 1 student abroad in new media
digital skills
Your
input
Validate & prioritize
Targets Priority
Automate existing processes 1
Expand to engage stakeholders currently inactive 2
Expand support services 3
Establish partnerships locally and globally to further vision 3
Socialize the organization. Communicate developments
not just outcome
2
Explore other funding models 1
Your
input
Realize the vision..
• Scale the organization (IT & SOCIAL)

• Evolve the brand identity to appeal to target
stakeholders.

• Reflect the values and services of HQSF in brand
expressions.

• Create an engagement strategy combining digital,
traditional media and content marketing.

• Engage across channels in meaningful
conversations.

• Build an engaging and measurable web presence.

• Transform to a stakeholder-centric experience
across all channels & services within the brand.

• Empower your teams with information and tools to
effectively communicate.

• Monitor and measure your social media activities; 

• Assess achievements and improve engagement.
social media landscape
Howard Pyle - VP Digital Strategy
& head of IBM Design Lab NYC
If you think of social as
a function of marketing,
then you're limiting your
potential.
March 5, 2013
March 5, 2013
inspiring examples - socializing organizations
2
More.. socialize your work
Raise
student
profiles
Connect
students & mentors
Build
Partnerships
Inspire US
Philanthropy
Reach
hidden
Talent
Facilitate
R&D
Mobilize
Alumni
Enable
eEducation &
eEmployment
Student-centric
communication
Simple
Messaging
Alumni
Stories
Engage
Global Mentors
& ED-
Councilors
similar
approach
different target
share
aspirational
role models
Creative
Collaboration
“other”
programs
online
education
crowd-funding scholarships
donor -> student
u facilitate
can be part
of a site funding
non education
projects
$850,000
in 3 days
Online
Competitions
Student
Driven
Developing a crowd-funding platform
Activity Estimated 1st-yr Cost in USD
Product Development 10000
Technical Development 7500
Design 12000
Outreach & Marketing 20000
Adoption (Student-side) 36000
Business Development (Partners) 36000
Legal / Finance / Admin 34000
155500
Estimates to assess success
Activity Unit
Scholarship Application Funding 2500 - 40000
Advertising
% earning to platform provider 3% - 7%
percentage failed to raise full targets 56% - 80%
# of scholarship applicants required to break even
success factors
• platform ease of use

• marketing and adoption

• engagement of all stakeholders
The Approach - Transformation & Communication
The goal of social media
is to turn customers
into a volunteer
marketing army.
-Jay Baer
personality!

visual

authenticity - in your writing

relevance - to your audience 

consistency - in delivery
Can you scale your services through automation?
External Communications
Internal Communications
Culture
strategy
organization
processes
people
structure
systems
vision
Governance
Scholarship
Awarding
Process
BP - can u automate &/or socialize?
Scholarship
Queries
Student
Agreements
Scholarship
Maintenance
Application
Processing
People
Business
Process
Vision
&
Strategy
Structure
Systems
Payment
Processing
Grantee List
Management
Scholarship
Advertising
Grantee
Management
Process
Research
Process
Executive
Operational
Operations Management
Structure - Outsource? Socialize?
ED
Scholarship
Coordinate
PR &
Communications
Digital & IT
Scholarship
Queries
Student
Agreements
Scholarship
Maintenance
Application
Processing
AccountingAdmin Assistant
People
Business
Process
Vision
&
Strategy
Structure
Systems
Payment
Processing
Grantee List
Management
HQSF Systems - All software used to streamline
operations and facilitate internal (BoD, staff, partners,
students) & external (public) communications.
People
Business
Process
Vision
&
Strategy
Structure
Systems
Accounting
Donor
Management
Student
Records
Social
Operations /
Task
management
Public
Public/Back-office
Back-office
Website
Dropbox
Storage
FB+
page
Gmail
Accounting
Donor
Management
Student
Records
Trello
Project &
Task
Management
G+
Community
page
Engage
Alumni
FB
(Active & Alum
Communities)
x pages
Twitter
(News feeds)
Public
Public/Back-office
Back-office
Crowd-fundingWebsite
Google Ad
Words
Dropbox
Storage
PayPal
G+
Community
page
Gmail
?
Yammer
eMail
Campaign
Management
Analysis
Tools
Stakeholder Priorities
people / stakeholders
• students

• alumni

• grantees

• university partners

• media

• ministry of education

• other community members who
want to get involved
Stakeholders - Validation
stakeholder sample presence role
Grantees - Faisal Alami varied influencer, content
consumer, connectors
Fellows
- local / international
- competitors / collaborators
producers, influencers,
Alumni - local / regional / international producers, influencers,
advocates
Prospective students - by sector user, producer, influencer
Media
- local / regional / international
- digital / traditional
connectors, advocates
Industry Research - MIT / Gartner / Forrester / Brookings Influencers, collaborators
Global Donors
- Expats, MNCs, Individuals, INGOs,
Diaspora NGOs
funders, consumers
Partners collaborators, producers
MoE
Universities - Local, Global, Online
People
Business
Process
Vision
&
Strategy
Systems
Structure
Channel Priorities
resources & process - outsource / hire / intern
Your
input
Website - what’s not
• Talks about you -> tell me how I can
engage

• Designed for feedback - Who
searched? How do I engage visitors
who searched?

• Navigation - where’s home?

• Loading time of PDFs -> web-time

• Current information - Research is 2006

• News Dates

• Social Sharing & Calls to Action
Other Channels
• eMail

• CRM

• G+ for the community buildout

• Facebook - Linked-in - Twitter
Brand Analysis
Brand Analysis
• Who are you addressing? 

• Does it draw their attention? 

• Does it connect with them
emotionally?

• What action do you want from them?

• Does it represent your values &
vision?

• How do you make it a rich
experience beyond a financial
transaction?
Brand Guidelines
• Youthful

• Trendy

• Not limited to Scholarships - inclusive of other education goals
Your
input
The proposed approach ..
Develop a Digital
Communications Strategy
• Establish near and long term integrated
communication and engagement objectives

• Conduct a stakeholder analysis to assess their
digital communication channel preferences.

• Draft the organization’s overriding messages and
2013/2014 campaign messages

• Build the digital communications plan (channels,
targets, messages, timeline matrix)

• Align digital communications with existing
communications activities

• Establish KPIs (key performance indicators) to
measure the success of the digital strategy

• Set the communications budget 

• Create a spokesperson training program - running
parallel to an internal Social Media Engagement
Training

• Setup the communications analytics tools

• Launch the communication strategy
2
engaging
2013
Evolve the brand & launch
campaign
Evolve the HQSF brand while
maintaining valued elements

Create the launch campaign
assets

Set launch metrics and analytics
3
Train & Launch
Conduct training sessions over a
month to:

!
• Introduce the brand

• Train campaign spokespersons

• Train the social media & content
marketing manager (in-house option)

• Launch across media channels
4
On-going support
• Provide guidance, advice and support the
HQSF management in implement the
communication strategy for 12 months.

• Oversee the implementation of the
strategy across channels

• Monitor and adjust outputs of the
strategy implementation

• Provide spokesperson training to elected
manager and first year fellows who will
communicate with the public on behalf of
HQSF.

• Handover to the head of communications. 

• Support HQSF head of communications
in planning the following year strategy
and budgets.
5
On-going
Deliverables
• Introductions to organizations &
media channels that are
suitable for partnership.

• Opportunities to expand project
portfolio and donor-base.

• Training sessions (online) and
select workshops for existing
and new team-members on
Content Marketing & social
media .
Project Milestones
Q3
Project Timeline - 2013
Communications
workshop
Strategy Outline
Conduct
Stakeholder
analysis
Examine existing
channels & create
a channel /
message matrix
Draft
Communications
& Information
Technology
Strategy
Develop the brand
and Launch
Campaign
Training program
& Launch
campaign assets
1st phase
Feedback &
Adjustment
first report
Project
start
Project End
12 months from
initiation date
Deliverables
Client Review & Input
Incorporate
feedback
brand outline
detailed launch plan
Implementation oversight, analysis & adjustments
Q1 Q4 2014Q2
Q3
2014 - Q1
Setup Back-office
Tools
Conduct
Stakeholder
Engagement
Workshop
Activate
Communications,
Monitor & Adjust
Activate Next
Communication
Channel
Third Stakeholder
Engagement
Workshop
Activate Next
Communication
Channel
Project
start
Project End
12 months from
initiation date
Deliverables
Client Review & Input
Second Stakeholder
Engagement
Workshop
Implementation oversight, analysis & adjustments
Q4 2014Q2
DesignWireframesSite Plan Development Test Seed Content Launch
RED Crowd Funding / Site Development
References
References
• http://www.huffingtonpost.com/2013/09/20/uc-promise-for-education-_n_3965021.html

• http://www.equals6.com/crowdfunding/discover?pg=1

• http://www.funding4learning.com/

• http://blog.saltmoney.org/find-your-scholarship-match-infographic/

• http://www.collegenet.com/elect/app/app

• https://www.wdhstore.com/hispanic/data/pdf/nov29-howsocial.pdf

• http://www.knightfoundation.org/press-room/press-release/free-to-tweet-event-at-
newseum/

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Crowdfunding & Social Media Engagement for Education Scholarships

  • 1. Hani Qaddumi Scholarship Foundation Baraka Advisors - Communications Strategy - Workshop #1 by @rchakaki - Nov 12 2013
  • 2. Run a Communications Workshop - 1/2day • Dreamscape.. what more can we do? • Introduce the social business web and the elements of a social business • Discuss the culture, values and vision of HQSF and agreeing on what gets socialized • Present communications development approaches and discussing suitable options for HQSF • Agree on the stakeholder priorities • Identify and prioritize communication channels • Set the project milestones 1
  • 3.
  • 5. Values • Education is the source and pathway to social empowerment, economic strength, and will help advance Palestinian society in the long term. • Every student, no matter what their socioeconomic background, should have access to higher education. • Empowering and catalyzing change begins with allowing outstanding and deserving youth the choice to fashion their educational aspirations, and realize them through hard work and dedication. • Changing the landscape of Palestinian society is at the core of HQSF’s mission and the full potential of a society can only be realized when signs of prosperity through education emerge
  • 6. • Report findings • Are you reaching the right students? • Are you delivering education for employment? • Can you use the application process to raise standards / equip students to compete at an international level?
  • 7. Quantify Goals Measurement 2014 Target Grant Palestinian students with exceptional academic abilities to pursue higher education. # of Students 100 Undergrad, 6 AUB, 8 Grad Raise educational standards so that students in Palestine can uncompromisingly compete in today’s knowledge economy. Teacher’s Award Program Launch & Monitor Online Results Support the higher educational institutions that support Palestinian students to excel. Teacher Training? Establish one skills-development mentoring program for a PAL U (online) Meet the complex challenge of assessing the growth of diverse sectors within the Palestinian economy, so job needs are met and students can carve out careers when finishing their educational Schummaker Foundation Conference? Collaborate with partner organizations to focus on expanding and enhancing educational opportunities for Palestinian youth. # of partners vs resources to manage collaboration Employ digital means to connect & engage w 3 new partners Become an essential resource in both Palestine and the region as a progressive model for not-for- profit organizations. Visibility through content Publish 4 viral info graphics on the education sector & Monthly SM Engagement growth (Set Targets) Provide resources and monetary assistance to raise capital and secure funding for scholarships through donors and other philanthropic contributions. Train 1 student abroad in new media digital skills Your input
  • 8. Validate & prioritize Targets Priority Automate existing processes 1 Expand to engage stakeholders currently inactive 2 Expand support services 3 Establish partnerships locally and globally to further vision 3 Socialize the organization. Communicate developments not just outcome 2 Explore other funding models 1 Your input
  • 9. Realize the vision.. • Scale the organization (IT & SOCIAL) • Evolve the brand identity to appeal to target stakeholders. • Reflect the values and services of HQSF in brand expressions. • Create an engagement strategy combining digital, traditional media and content marketing. • Engage across channels in meaningful conversations. • Build an engaging and measurable web presence. • Transform to a stakeholder-centric experience across all channels & services within the brand. • Empower your teams with information and tools to effectively communicate. • Monitor and measure your social media activities; • Assess achievements and improve engagement.
  • 11. Howard Pyle - VP Digital Strategy & head of IBM Design Lab NYC If you think of social as a function of marketing, then you're limiting your potential.
  • 12.
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  • 20. inspiring examples - socializing organizations
  • 21. 2
  • 22. More.. socialize your work Raise student profiles Connect students & mentors Build Partnerships Inspire US Philanthropy Reach hidden Talent Facilitate R&D Mobilize Alumni Enable eEducation & eEmployment
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  • 37.
  • 38. donor -> student u facilitate
  • 39. can be part of a site funding non education projects
  • 43.
  • 44. Developing a crowd-funding platform Activity Estimated 1st-yr Cost in USD Product Development 10000 Technical Development 7500 Design 12000 Outreach & Marketing 20000 Adoption (Student-side) 36000 Business Development (Partners) 36000 Legal / Finance / Admin 34000 155500
  • 45. Estimates to assess success Activity Unit Scholarship Application Funding 2500 - 40000 Advertising % earning to platform provider 3% - 7% percentage failed to raise full targets 56% - 80% # of scholarship applicants required to break even
  • 46. success factors • platform ease of use • marketing and adoption • engagement of all stakeholders
  • 47. The Approach - Transformation & Communication
  • 48. The goal of social media is to turn customers into a volunteer marketing army. -Jay Baer
  • 49. personality! visual authenticity - in your writing relevance - to your audience consistency - in delivery
  • 50. Can you scale your services through automation?
  • 52. Scholarship Awarding Process BP - can u automate &/or socialize? Scholarship Queries Student Agreements Scholarship Maintenance Application Processing People Business Process Vision & Strategy Structure Systems Payment Processing Grantee List Management Scholarship Advertising Grantee Management Process Research Process
  • 53. Executive Operational Operations Management Structure - Outsource? Socialize? ED Scholarship Coordinate PR & Communications Digital & IT Scholarship Queries Student Agreements Scholarship Maintenance Application Processing AccountingAdmin Assistant People Business Process Vision & Strategy Structure Systems Payment Processing Grantee List Management
  • 54. HQSF Systems - All software used to streamline operations and facilitate internal (BoD, staff, partners, students) & external (public) communications. People Business Process Vision & Strategy Structure Systems
  • 56. Accounting Donor Management Student Records Trello Project & Task Management G+ Community page Engage Alumni FB (Active & Alum Communities) x pages Twitter (News feeds) Public Public/Back-office Back-office Crowd-fundingWebsite Google Ad Words Dropbox Storage PayPal G+ Community page Gmail ? Yammer eMail Campaign Management Analysis Tools
  • 58. people / stakeholders • students • alumni • grantees • university partners • media • ministry of education • other community members who want to get involved
  • 59. Stakeholders - Validation stakeholder sample presence role Grantees - Faisal Alami varied influencer, content consumer, connectors Fellows - local / international - competitors / collaborators producers, influencers, Alumni - local / regional / international producers, influencers, advocates Prospective students - by sector user, producer, influencer Media - local / regional / international - digital / traditional connectors, advocates Industry Research - MIT / Gartner / Forrester / Brookings Influencers, collaborators Global Donors - Expats, MNCs, Individuals, INGOs, Diaspora NGOs funders, consumers Partners collaborators, producers MoE Universities - Local, Global, Online People Business Process Vision & Strategy Systems Structure
  • 61.
  • 62. resources & process - outsource / hire / intern Your input
  • 63. Website - what’s not • Talks about you -> tell me how I can engage • Designed for feedback - Who searched? How do I engage visitors who searched? • Navigation - where’s home? • Loading time of PDFs -> web-time • Current information - Research is 2006 • News Dates • Social Sharing & Calls to Action
  • 64. Other Channels • eMail • CRM • G+ for the community buildout • Facebook - Linked-in - Twitter
  • 66. Brand Analysis • Who are you addressing? • Does it draw their attention? • Does it connect with them emotionally? • What action do you want from them? • Does it represent your values & vision? • How do you make it a rich experience beyond a financial transaction?
  • 67. Brand Guidelines • Youthful • Trendy • Not limited to Scholarships - inclusive of other education goals Your input
  • 69. Develop a Digital Communications Strategy • Establish near and long term integrated communication and engagement objectives • Conduct a stakeholder analysis to assess their digital communication channel preferences. • Draft the organization’s overriding messages and 2013/2014 campaign messages • Build the digital communications plan (channels, targets, messages, timeline matrix) • Align digital communications with existing communications activities • Establish KPIs (key performance indicators) to measure the success of the digital strategy • Set the communications budget  • Create a spokesperson training program - running parallel to an internal Social Media Engagement Training • Setup the communications analytics tools • Launch the communication strategy 2 engaging 2013
  • 70. Evolve the brand & launch campaign Evolve the HQSF brand while maintaining valued elements Create the launch campaign assets Set launch metrics and analytics 3
  • 71. Train & Launch Conduct training sessions over a month to: ! • Introduce the brand • Train campaign spokespersons • Train the social media & content marketing manager (in-house option) • Launch across media channels 4
  • 72. On-going support • Provide guidance, advice and support the HQSF management in implement the communication strategy for 12 months. • Oversee the implementation of the strategy across channels • Monitor and adjust outputs of the strategy implementation • Provide spokesperson training to elected manager and first year fellows who will communicate with the public on behalf of HQSF. • Handover to the head of communications. • Support HQSF head of communications in planning the following year strategy and budgets. 5
  • 73. On-going Deliverables • Introductions to organizations & media channels that are suitable for partnership. • Opportunities to expand project portfolio and donor-base. • Training sessions (online) and select workshops for existing and new team-members on Content Marketing & social media .
  • 75. Q3 Project Timeline - 2013 Communications workshop Strategy Outline Conduct Stakeholder analysis Examine existing channels & create a channel / message matrix Draft Communications & Information Technology Strategy Develop the brand and Launch Campaign Training program & Launch campaign assets 1st phase Feedback & Adjustment first report Project start Project End 12 months from initiation date Deliverables Client Review & Input Incorporate feedback brand outline detailed launch plan Implementation oversight, analysis & adjustments Q1 Q4 2014Q2
  • 76. Q3 2014 - Q1 Setup Back-office Tools Conduct Stakeholder Engagement Workshop Activate Communications, Monitor & Adjust Activate Next Communication Channel Third Stakeholder Engagement Workshop Activate Next Communication Channel Project start Project End 12 months from initiation date Deliverables Client Review & Input Second Stakeholder Engagement Workshop Implementation oversight, analysis & adjustments Q4 2014Q2 DesignWireframesSite Plan Development Test Seed Content Launch RED Crowd Funding / Site Development
  • 78. References • http://www.huffingtonpost.com/2013/09/20/uc-promise-for-education-_n_3965021.html • http://www.equals6.com/crowdfunding/discover?pg=1 • http://www.funding4learning.com/ • http://blog.saltmoney.org/find-your-scholarship-match-infographic/ • http://www.collegenet.com/elect/app/app • https://www.wdhstore.com/hispanic/data/pdf/nov29-howsocial.pdf • http://www.knightfoundation.org/press-room/press-release/free-to-tweet-event-at- newseum/