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Exposing the Mystery of
Social Media Success
Emily Davis, MNM, CGT
Emily Davis Consulting
FOLLOW THE CONVERSATION
@BoardSource
@AskEmilyD
#SoMeStrategy
#Governance
#nonprofit
#socialmedia
#nptech
TURN ON YOUR TECH
•  Identify and respond to
social media myths
•  Learn what the board’s role
is in implementation
•  Understand the foundation
of social media strategy
TODAY’S OBJECTIVES
•  Position as an expert
•  Connect & collaborate
•  New resources & ideas
•  Outreach & awareness
•  Develop brand
•  Low cost
WHY SOCIAL MEDIA AT ALL?
MYTH #1
“Board
governance and
social media
aren’t
connected.”
BOARD ENGAGEMENT
•  Understand the value…
–  Understand purpose
–  Provide education
–  Address fears
–  Include in orientation
–  Use in meetings
–  Use as an organizational
ambassadors
•  Provide oversight…
–  Fit within strategic
priorities
–  Ensure resources
–  Engage committee (i.e.
marketing, fundraising)
–  Social media strategy &
plan creation
–  Policy development
–  Assessment
MYTH #2
“Social media is
for young people.
We are trying to
attract board
members &
donors that are
older.”
THE 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
???
SOCIAL MEDIA LADDER OF ENGAGEMENT
Happy
bystanders
(Listen)
Spreaders
(Share)
Clients
(Money)
Evangelists
(Ask)
Instigators
(Create)
*© 2010 Beth Kanter
MYTH #3
“Social media
takes way too
much time to
use.”
WHAT STINKS ABOUT SOCIAL MEDIA
•  Time investment
•  New communication tool
•  Always changing
•  Boundaries are grey
between personal &
professional
•  Transparency, exposure
•  Loss of control
WHAT ROCKS ABOUT SOCIAL MEDIA
•  Additional tool
•  Stewardship
•  Brand development
•  Build relationships
•  Tell your story
•  Transparency
•  Get feedback
•  Cost effective
•  Quick & easy!
MYTH #4
“Using social
media exposes
us to negative
feedback that
we can’t
control.”
SOCIAL MEDIA POLICIES
WHY
•  Insurance
•  Not for the majority
•  Set boundaries
•  Protection for users
•  Protect organization
•  Professional standards
•  Because you just never
know…
EXTERNAL POLICY
•  Users outside the org
•  What is appropriate
•  What is inappropriate
•  Post publicly and regularly
on website & social media
channels
•  Research examples
INTERNAL POLICY
•  Staff, board & volunteers
•  More insurance
•  What is in/appropriate
•  Set boundaries
•  Share at orientation
•  Representing the org
•  Provide support & ideas
•  Research examples
POLICY SAMPLES
•  The Nonprofit Policy Sampler
(BoardSource)
–  Electronic media policy for Web 1.0
tools
•  The Nonprofit Social Media
Policy Workbook (IdealWare)
•  Social Media Governance
Policy Database
•  Social Media Strategy
Workbook: The 12-Step Guide
to Creating Your Social Media
Strategy
MYTH #5
“Our executive
director can bring
on a young intern
to run our social
media.”
STAFFING SOCIAL MEDIA
•  Executive Director
•  Support staff
•  Committee members
•  Marketing, social media
plan
•  Trainings
•  Consultant
SOCIAL MEDIA CONSULTING
•  Beware “the expert”
•  Planning process
•  Implementation?
•  Ask questions
•  Integrate into existing
plans, strategy
•  Meet you where you’re at
•  Have realistic expectations
THE PLANNING PROCESS
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
QUESTION TIME!
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. Philanthropy’s
next generation
7. It ain’t free
8. Not everyone
“Diggs” social media
9. Selling social
media
10. Have a plan
DIFFERENT CHANNELS, DIFFERENT RULES
Facebook
LinkedIn
YouTube
Vimeo
Blog
Twitter
Tumblr
Pinterest
Del.i.cious
SOCIAL MEDIA LIFECYCLE
HAVE A GIGGLE!
RESOURCES IN PRINT
•  The Networked Nonprofit
•  Measuring the Networked
Nonprofit
•  The Complete Facebook Guide
for Small Nonprofits
•  Twitter Jump Start: The
Complete Guide for Small
Nonprofits
•  Fundraising and the Next
Generation
•  The Art of Listening: Social
Media Toolkit for Nonprofits
•  Social Media for Social Good:
A How-Guide for Nonprofits
•  Mobile for Social Good: A
How-To Fundraising Guide for
Nonprofits
•  Mobilizing Youth 2.0
•  7 Tips to Avoid HIPAA
Violations in Social Media
ONLINE RESOURCES
•  Beth Kanter’s Blog
•  John Haydon
•  Nonprofit Tech for Good
•  IdealWare
•  SocialBrite
•  Alltop Nonprofit
•  Social Media for Nonprofits
•  Nonprofit Technology Network
(NTEN)
•  4Good – Samples
•  TechSoup
•  Nonprofit Quarterly
•  National Council for Nonprofits
•  Network for Good
UNDERSTANDING SOCIAL NETWORKS
“Organiza(ons	
  don’t	
  have	
  to	
  create…	
  social	
  
networks;	
  they	
  exist	
  all	
  around	
  us	
  in	
  a	
  
variety	
  of	
  forms.	
  Networked	
  Nonprofits	
  
strengthen	
  and	
  expand	
  these	
  networks	
  
by	
  building	
  rela(onships	
  within	
  them	
  to	
  
engage	
  and	
  ac(vate	
  them	
  for	
  their	
  
organiza(ons’	
  efforts.”	
  	
  
(Fine	
  and	
  Kanter,	
  2010)	
  
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog
Facebook.com/emilydavisconsulting
twitter.com/AskEmilyD
linkedin.com/in/emilylariedavis

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Exposing the Mystery of Social Media Success (BoardSource, March 2014)

  • 1. Exposing the Mystery of Social Media Success Emily Davis, MNM, CGT Emily Davis Consulting
  • 3. •  Identify and respond to social media myths •  Learn what the board’s role is in implementation •  Understand the foundation of social media strategy TODAY’S OBJECTIVES
  • 4.
  • 5. •  Position as an expert •  Connect & collaborate •  New resources & ideas •  Outreach & awareness •  Develop brand •  Low cost WHY SOCIAL MEDIA AT ALL?
  • 6. MYTH #1 “Board governance and social media aren’t connected.”
  • 7. BOARD ENGAGEMENT •  Understand the value… –  Understand purpose –  Provide education –  Address fears –  Include in orientation –  Use in meetings –  Use as an organizational ambassadors •  Provide oversight… –  Fit within strategic priorities –  Ensure resources –  Engage committee (i.e. marketing, fundraising) –  Social media strategy & plan creation –  Policy development –  Assessment
  • 8. MYTH #2 “Social media is for young people. We are trying to attract board members & donors that are older.”
  • 9. THE 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 ???
  • 10. SOCIAL MEDIA LADDER OF ENGAGEMENT Happy bystanders (Listen) Spreaders (Share) Clients (Money) Evangelists (Ask) Instigators (Create) *© 2010 Beth Kanter
  • 11. MYTH #3 “Social media takes way too much time to use.”
  • 12. WHAT STINKS ABOUT SOCIAL MEDIA •  Time investment •  New communication tool •  Always changing •  Boundaries are grey between personal & professional •  Transparency, exposure •  Loss of control
  • 13. WHAT ROCKS ABOUT SOCIAL MEDIA •  Additional tool •  Stewardship •  Brand development •  Build relationships •  Tell your story •  Transparency •  Get feedback •  Cost effective •  Quick & easy!
  • 14. MYTH #4 “Using social media exposes us to negative feedback that we can’t control.”
  • 16. WHY •  Insurance •  Not for the majority •  Set boundaries •  Protection for users •  Protect organization •  Professional standards •  Because you just never know…
  • 17. EXTERNAL POLICY •  Users outside the org •  What is appropriate •  What is inappropriate •  Post publicly and regularly on website & social media channels •  Research examples
  • 18. INTERNAL POLICY •  Staff, board & volunteers •  More insurance •  What is in/appropriate •  Set boundaries •  Share at orientation •  Representing the org •  Provide support & ideas •  Research examples
  • 19. POLICY SAMPLES •  The Nonprofit Policy Sampler (BoardSource) –  Electronic media policy for Web 1.0 tools •  The Nonprofit Social Media Policy Workbook (IdealWare) •  Social Media Governance Policy Database •  Social Media Strategy Workbook: The 12-Step Guide to Creating Your Social Media Strategy
  • 20. MYTH #5 “Our executive director can bring on a young intern to run our social media.”
  • 21.
  • 22. STAFFING SOCIAL MEDIA •  Executive Director •  Support staff •  Committee members •  Marketing, social media plan •  Trainings •  Consultant
  • 23. SOCIAL MEDIA CONSULTING •  Beware “the expert” •  Planning process •  Implementation? •  Ask questions •  Integrate into existing plans, strategy •  Meet you where you’re at •  Have realistic expectations
  • 24. THE PLANNING PROCESS 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
  • 26. 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. Philanthropy’s next generation 7. It ain’t free 8. Not everyone “Diggs” social media 9. Selling social media 10. Have a plan
  • 27. DIFFERENT CHANNELS, DIFFERENT RULES Facebook LinkedIn YouTube Vimeo Blog Twitter Tumblr Pinterest Del.i.cious
  • 30. RESOURCES IN PRINT •  The Networked Nonprofit •  Measuring the Networked Nonprofit •  The Complete Facebook Guide for Small Nonprofits •  Twitter Jump Start: The Complete Guide for Small Nonprofits •  Fundraising and the Next Generation •  The Art of Listening: Social Media Toolkit for Nonprofits •  Social Media for Social Good: A How-Guide for Nonprofits •  Mobile for Social Good: A How-To Fundraising Guide for Nonprofits •  Mobilizing Youth 2.0 •  7 Tips to Avoid HIPAA Violations in Social Media
  • 31. ONLINE RESOURCES •  Beth Kanter’s Blog •  John Haydon •  Nonprofit Tech for Good •  IdealWare •  SocialBrite •  Alltop Nonprofit •  Social Media for Nonprofits •  Nonprofit Technology Network (NTEN) •  4Good – Samples •  TechSoup •  Nonprofit Quarterly •  National Council for Nonprofits •  Network for Good
  • 32. UNDERSTANDING SOCIAL NETWORKS “Organiza(ons  don’t  have  to  create…  social   networks;  they  exist  all  around  us  in  a   variety  of  forms.  Networked  Nonprofits   strengthen  and  expand  these  networks   by  building  rela(onships  within  them  to   engage  and  ac(vate  them  for  their   organiza(ons’  efforts.”     (Fine  and  Kanter,  2010)  
  • 33.
  • 34. Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog Facebook.com/emilydavisconsulting twitter.com/AskEmilyD linkedin.com/in/emilylariedavis