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Understanding Social
  Media for Board
     Members
    Lauren Bacon + Emira Mears
Q&A




      Twitter: #raisedeyebrow
Q&A



Type question here




                     Twitter: #raisedeyebrow
Your Hosts:



   Emira Mears                Lauren Bacon
         Partner                     Partner
 Raised Eyebrow Web Studio   Raised Eyebrow Web Studio

 Twitter: @emiramears        Twitter: @laurenbacon


                                        Twitter: #raisedeyebrow
Social Media for Boards:

 1. What is Social Media? Overview & Tools
 2. How to Create a Strategy for Social Media Success
 3. Measuring Impact and Return on Investment
 4. Drafting a Policy and Mitigating Risk



                                            Twitter: #raisedeyebrow
Quick Poll

Are you currently a member of a board?
• Yes
• No
• Not currently, but I have been/am about to be



                                   Twitter: #raisedeyebrow
Quick Poll #2
How do you currently engage in Social Media?
• Not at all
• Some personal use
• Some personal and some professional use
• Quite active


                                  Twitter: #raisedeyebrow
Social Media 101:
Overview and Tools


           Image credit: James Brauer on Flickr.   Twitter: #raisedeyebrow
Social Media 101:
What Do We Mean by Social?



• Old way = One-way
• Traditional media & communications were all about
  broadcasting, top-down, “experts.”

                                       Twitter: #raisedeyebrow
Web 1.0 vs Web 2.0
        COMMUNICATIONS
            MEDIA                                                          SOCIAL MEDIA

      Space defined by Media Owner                                       Space defined by Consumer

              Brand in control                                                Consumer in control

     One way / Delivering a message                              Two way / Being a part of a conversation

          Repeating the message                                          Adapting the message/ beta

           Focused on the brand                                  Focused on the consumer / Adding value

                 Entertaining                                                Influencing, involving

        Company created content                                      User created content / Co-creation




Source: Neil Perkin, “What’s Next in Media: How Social Media Changes the Rules for Good” http://neilperkin.typepad.com
Social Media 101:
How does the Social Web work?

                      Open/Interactive
       Technology
                         Platforms




                    People



                                         Twitter: #raisedeyebrow
Social Media 101:
It is also about the outcome...
• Vast networks of people & data
• Communities
• User- and provider-generated content
  mashed up together
• A dynamic, rapidly changing, fluid online
  world that both maps to and ignores real-
  world boundaries

                                   Twitter: #raisedeyebrow
Tool Overview:
What’s Out There?
• Facebook
                       • Delicious
• Twitter
                       • MySpace
• Google +
                       • Email Newsletters
• YouTube/Vimeo/etc.
                       • Blogs
• LinkedIn
                       • Foursquare


                                 Twitter: #raisedeyebrow
Tool Overview:
Facebook
• Mimics people’s real life
  networks                    • Targeted/low cost ads
• More than 800 million       • More women than men
  active users
                              • Broad age ranges
• 50% of users login
                              • Can share different
  daily
                                types of content easily:
• Strong networks -             photos, text, video, etc.
  average 130 friends

                                         Twitter: #raisedeyebrow
Tool Overview:
Twitter
• Networks are much
  more broad               • Very expensive ads
• Lower barrier to         • Short text format for
  connection                 sharing - often about
• Smaller user base (225     linking off to content
  million)                 • Easy to retweet/share
• Average user tends to      messages
  be younger

                                      Twitter: #raisedeyebrow
Tool Overview:
Google+
• Still early days
• Similar to Facebook, but with different structure
• 50 million users in record time (compared to other
  social networks)
• Uses circles and combines some of the features of
  Twitter/Facebook in terms of mapping to real world
  relationships


                                         Twitter: #raisedeyebrow
Tool Overview:
YouTube/Vimeo

• Video only
• Integrates with other social networks like Facebook
• Great option for hosting video as they absorb
  bandwidth needs and includes sharing tools




                                         Twitter: #raisedeyebrow
Tool Overview:
LinkedIn
• Professional social
  networking
                            • Maps (mostly) to real-
• More authoritative/less
                              world connections
  casual
                            • Establishing authority/
• Group discussions
                              specialization
• Less opportunity for
  viral campaigns/sharing


                                       Twitter: #raisedeyebrow
Tool Overview:
Delicious
• Social bookmarking
• Smaller section of users (3% of web users)
• Great for link/resource sharing
• Others are Reddit, Digg, StumbleUpon, etc.




                                         Twitter: #raisedeyebrow
Tool Overview:
MySpace
• 14% of users (but waning)
• Users tend to be younger
• Used by a lot of bands/entertainment industry
• Casual & anonymous




                                        Twitter: #raisedeyebrow
Tool Overview:
Email newsletters
• More Web1.0 (broadcasting)
• Tools can make it more Social (ShareThis, etc)
• Good for list building
• Great support when integrated with other social
  media - with your website, Facebook, etc.



                                          Twitter: #raisedeyebrow
Tool Overview:
Blogs
• Powerful storytelling
• May or may not include comments
• Great for SEO
• Way to create/build content archive
• Integrate with other social media - link to blog post,
  ShareThis widgets, etc.
• Can set up RSS feed

                                          Twitter: #raisedeyebrow
Tool Overview:
FourSquare
• Bridging gap between offline and online
• Still small user base (less than 1 million)
• Encourages competition/game-like
• Great for brick and mortar orgs/businesses to target
  customers



                                                Twitter: #raisedeyebrow
Creating a Strategy:
A Roadmap for Success


           Image credit: Owl Say on Flickr.   Twitter: #raisedeyebrow
Creating A Strategy:
Remember Strategy Before Tools?

• What outcomes to you want?
• Who do you want to reach?
• What is your key message?
• Where can you have the most impact?



                                Twitter: #raisedeyebrow
Creating A Strategy:
The Ladder of Engagement




 Source: Monte Lutz, “The Social Pulpit: Barack Obama’s Social Media Toolkit” http://edelman.com
                                                                               Twitter: #raisedeyebrow
Creating A Strategy:
80/20 Rule
• You can generally get to 80% of a good Social
  Media presence with relatively little effort (20%)
  • Setting up a Facebook page
  • Create a Twitter account, etc.
• The rest of the work is what will get you to the
  top and comes in having a strategy/generating
  content/managing a community

                                      Twitter: #raisedeyebrow
Creating A Strategy:
The 90-9-1 Rule

• 1% of people will create content
• 9% of people will share content
• 90% will simply observe



                               Twitter: #raisedeyebrow
Creating A Strategy:
Listen & Participate
• It’s not just about broadcasting
  anymore
• Find the insiders who care, listen and
  engage
• Don’t just build it and expect that
  “they” will come

                                Twitter: #raisedeyebrow
Creating A Strategy:
Engage & Coordinate Internally
• There’s a danger that Social Media can
  be left for the communications team to
  manage alone. Be sure to engage:
  • Development/Fundraising
  • Organizing/Member outreach
  • Volunteers

                              Twitter: #raisedeyebrow
Creating A Strategy:
Create a Content Calendar
• Helps take the “chore” out of Social
  Media
• Creates a strong framework - ad hoc
  events will fill in the gaps
• Helps coordinate between different
  environments

                               Twitter: #raisedeyebrow
Creating A Strategy:
Resource Your Team
• The set-up cost to most of these tools is $0
• However, demands on staff time can be quite heavy.
  Make sure you aren’t setting staff up for failure.
  Account for time for:
  • Creating content
  • Listening & Participating
  • Measuring success


                                           Twitter: #raisedeyebrow
Creating A Strategy:
Resource Your Team
• Measure impact of different tools
• Don’t be afraid to limit your involvement to tools
  that work for your organization
• Set expectations that match the time you’re
  willing to give them and listen to what they are
  asking for


                                       Twitter: #raisedeyebrow
Creating A Strategy:
Be Adaptable
• Iterative growth works well in the Social
  World
• Test, measure, refine, rework
• Don’t be afraid to make a mistake - own
  up to it


                                  Twitter: #raisedeyebrow
Measuring Success:
What is Your Return on Investment?


            Image credit: Purple Car on Flickr.   Twitter: #raisedeyebrow
Measuring Success:
Return on Investment
• What matters to you:
  • What outcomes do you want to achieve?
  • Who do you want to reach?
  • What do you want them to do?
• Measure often
• Don’t get overwhelmed in stats

                                   Twitter: #raisedeyebrow
Measuring Success:
Numbers vs. Stories
• Metrics should be a combination of the
  two
 • # of followers
 • # of petition signatories
 • Increase in donations
 • Stories of engagement & impact

                                    Twitter: #raisedeyebrow
Measuring Success:
Numbers vs. Stories




                      Twitter: #raisedeyebrow
Measuring Success:
Measuring Tools
• Twitter clients: Hootsuite, Tweetdeck etc. let you measure #
  of followers, retweets, open rates etc.
• Saved Twitter searches
• Ask your community - on donation forms, member forms, etc.
• Newsletter stats
• Google Analytics
  • Use goals to track where traffic from different tools goes
    on the web


                                               Twitter: #raisedeyebrow
Measuring Success:
Lies, Damn Lies, Statistics
• Find the balance between measuring success/impact and
  switching gears while also allowing adequate time to test the
  waters
• Don’t forget to track the stories/qualitative impacts
• Measure other internal #s:
  • # of hours of staff time
  • Reduction in mail out costs
  • Ability to leverage external events quickly & have impact


                                               Twitter: #raisedeyebrow
Drafting a Policy:
Mitigating Risk


            Image credit: Rionda on Flickr.   Twitter: #raisedeyebrow
Drafting A Policy:
Mitigating Risk

• Fear: Total loss of control
• Reality: It’s happening anyway



                            Twitter: #raisedeyebrow
Drafting A Policy:
Staff Resource Drain
• Fear 1: Staff will waste time
  online
• Fear 2: Staff will misrepresent us
• Reality: It’s happening anyway

                            Twitter: #raisedeyebrow
Drafting A Policy:
What Can You Do?
• Be pro-active: draft a policy and set
  out guidelines
   • How you want the organization represented
   • What will be shared when
   • Same policies of harassment, etc. apply online
   • Respect privacy

                                     Twitter: #raisedeyebrow
Drafting A Policy:
Personal vs. Professional
• Discuss privacy & personal boundaries
   • You can’t control what staff do personally
     online
   • You can help them set boundaries between
     personal and professional through dialogue
     and education about tools


                                     Twitter: #raisedeyebrow
Drafting A Policy:
Being Human is OK




                     Twitter: #raisedeyebrow
Drafting A Policy:
Transparent & Collaborative
• Be open and engaged with staff when
  drafting a policy
• Ask for feedback and discuss intentions
• Overall, don’t be too prescriptive as it will
  stifle authenticity - think of it as a
  guideline

                                   Twitter: #raisedeyebrow
Conclusion:
Strategy + Tools = Success
• Understand the Tools
• Have a plan
• Measure success
• Mitigate risk


                         Twitter: #raisedeyebrow
Need more help?
Raised Eyebrow offers:
• Online Communications          • Usability Consulting
  Strategy Consulting
                                 • Email Newsletter design,
• Information Architecture and     development and management
  Interaction Design
                                 • Accessibility and Search
• Website Design &                 Engine Optimization
  Development                      Consulting

• Web 2.0 and Social Media       • Custom workshops for your
  Consulting                       organization

                                   www.raisedeyebrow.com

                                                  Twitter: #raisedeyebrow
Questions?
Please use the “raise
hand” feature, or type
a question into the
Q&A box.




                         Twitter: #raisedeyebrow
Questions?
Please use the “raise
hand” feature, or type
a question into the
Q&A box.


                         Type question here




                             Twitter: #raisedeyebrow
Thank you.



Lauren Bacon             Emira Mears
@laurenbacon             @emiramears


          raisedeyebrow.com

                              Twitter: #raisedeyebrow

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Social media for boards

  • 1. Understanding Social Media for Board Members Lauren Bacon + Emira Mears
  • 2. Q&A Twitter: #raisedeyebrow
  • 3. Q&A Type question here Twitter: #raisedeyebrow
  • 4. Your Hosts: Emira Mears Lauren Bacon Partner Partner Raised Eyebrow Web Studio Raised Eyebrow Web Studio Twitter: @emiramears Twitter: @laurenbacon Twitter: #raisedeyebrow
  • 5. Social Media for Boards: 1. What is Social Media? Overview & Tools 2. How to Create a Strategy for Social Media Success 3. Measuring Impact and Return on Investment 4. Drafting a Policy and Mitigating Risk Twitter: #raisedeyebrow
  • 6. Quick Poll Are you currently a member of a board? • Yes • No • Not currently, but I have been/am about to be Twitter: #raisedeyebrow
  • 7. Quick Poll #2 How do you currently engage in Social Media? • Not at all • Some personal use • Some personal and some professional use • Quite active Twitter: #raisedeyebrow
  • 8. Social Media 101: Overview and Tools Image credit: James Brauer on Flickr. Twitter: #raisedeyebrow
  • 9. Social Media 101: What Do We Mean by Social? • Old way = One-way • Traditional media & communications were all about broadcasting, top-down, “experts.” Twitter: #raisedeyebrow
  • 10. Web 1.0 vs Web 2.0 COMMUNICATIONS MEDIA SOCIAL MEDIA Space defined by Media Owner Space defined by Consumer Brand in control Consumer in control One way / Delivering a message Two way / Being a part of a conversation Repeating the message Adapting the message/ beta Focused on the brand Focused on the consumer / Adding value Entertaining Influencing, involving Company created content User created content / Co-creation Source: Neil Perkin, “What’s Next in Media: How Social Media Changes the Rules for Good” http://neilperkin.typepad.com
  • 11. Social Media 101: How does the Social Web work? Open/Interactive Technology Platforms People Twitter: #raisedeyebrow
  • 12. Social Media 101: It is also about the outcome... • Vast networks of people & data • Communities • User- and provider-generated content mashed up together • A dynamic, rapidly changing, fluid online world that both maps to and ignores real- world boundaries Twitter: #raisedeyebrow
  • 13. Tool Overview: What’s Out There? • Facebook • Delicious • Twitter • MySpace • Google + • Email Newsletters • YouTube/Vimeo/etc. • Blogs • LinkedIn • Foursquare Twitter: #raisedeyebrow
  • 14. Tool Overview: Facebook • Mimics people’s real life networks • Targeted/low cost ads • More than 800 million • More women than men active users • Broad age ranges • 50% of users login • Can share different daily types of content easily: • Strong networks - photos, text, video, etc. average 130 friends Twitter: #raisedeyebrow
  • 15. Tool Overview: Twitter • Networks are much more broad • Very expensive ads • Lower barrier to • Short text format for connection sharing - often about • Smaller user base (225 linking off to content million) • Easy to retweet/share • Average user tends to messages be younger Twitter: #raisedeyebrow
  • 16. Tool Overview: Google+ • Still early days • Similar to Facebook, but with different structure • 50 million users in record time (compared to other social networks) • Uses circles and combines some of the features of Twitter/Facebook in terms of mapping to real world relationships Twitter: #raisedeyebrow
  • 17. Tool Overview: YouTube/Vimeo • Video only • Integrates with other social networks like Facebook • Great option for hosting video as they absorb bandwidth needs and includes sharing tools Twitter: #raisedeyebrow
  • 18. Tool Overview: LinkedIn • Professional social networking • Maps (mostly) to real- • More authoritative/less world connections casual • Establishing authority/ • Group discussions specialization • Less opportunity for viral campaigns/sharing Twitter: #raisedeyebrow
  • 19. Tool Overview: Delicious • Social bookmarking • Smaller section of users (3% of web users) • Great for link/resource sharing • Others are Reddit, Digg, StumbleUpon, etc. Twitter: #raisedeyebrow
  • 20. Tool Overview: MySpace • 14% of users (but waning) • Users tend to be younger • Used by a lot of bands/entertainment industry • Casual & anonymous Twitter: #raisedeyebrow
  • 21. Tool Overview: Email newsletters • More Web1.0 (broadcasting) • Tools can make it more Social (ShareThis, etc) • Good for list building • Great support when integrated with other social media - with your website, Facebook, etc. Twitter: #raisedeyebrow
  • 22. Tool Overview: Blogs • Powerful storytelling • May or may not include comments • Great for SEO • Way to create/build content archive • Integrate with other social media - link to blog post, ShareThis widgets, etc. • Can set up RSS feed Twitter: #raisedeyebrow
  • 23. Tool Overview: FourSquare • Bridging gap between offline and online • Still small user base (less than 1 million) • Encourages competition/game-like • Great for brick and mortar orgs/businesses to target customers Twitter: #raisedeyebrow
  • 24. Creating a Strategy: A Roadmap for Success Image credit: Owl Say on Flickr. Twitter: #raisedeyebrow
  • 25. Creating A Strategy: Remember Strategy Before Tools? • What outcomes to you want? • Who do you want to reach? • What is your key message? • Where can you have the most impact? Twitter: #raisedeyebrow
  • 26. Creating A Strategy: The Ladder of Engagement Source: Monte Lutz, “The Social Pulpit: Barack Obama’s Social Media Toolkit” http://edelman.com Twitter: #raisedeyebrow
  • 27. Creating A Strategy: 80/20 Rule • You can generally get to 80% of a good Social Media presence with relatively little effort (20%) • Setting up a Facebook page • Create a Twitter account, etc. • The rest of the work is what will get you to the top and comes in having a strategy/generating content/managing a community Twitter: #raisedeyebrow
  • 28. Creating A Strategy: The 90-9-1 Rule • 1% of people will create content • 9% of people will share content • 90% will simply observe Twitter: #raisedeyebrow
  • 29. Creating A Strategy: Listen & Participate • It’s not just about broadcasting anymore • Find the insiders who care, listen and engage • Don’t just build it and expect that “they” will come Twitter: #raisedeyebrow
  • 30. Creating A Strategy: Engage & Coordinate Internally • There’s a danger that Social Media can be left for the communications team to manage alone. Be sure to engage: • Development/Fundraising • Organizing/Member outreach • Volunteers Twitter: #raisedeyebrow
  • 31. Creating A Strategy: Create a Content Calendar • Helps take the “chore” out of Social Media • Creates a strong framework - ad hoc events will fill in the gaps • Helps coordinate between different environments Twitter: #raisedeyebrow
  • 32. Creating A Strategy: Resource Your Team • The set-up cost to most of these tools is $0 • However, demands on staff time can be quite heavy. Make sure you aren’t setting staff up for failure. Account for time for: • Creating content • Listening & Participating • Measuring success Twitter: #raisedeyebrow
  • 33. Creating A Strategy: Resource Your Team • Measure impact of different tools • Don’t be afraid to limit your involvement to tools that work for your organization • Set expectations that match the time you’re willing to give them and listen to what they are asking for Twitter: #raisedeyebrow
  • 34. Creating A Strategy: Be Adaptable • Iterative growth works well in the Social World • Test, measure, refine, rework • Don’t be afraid to make a mistake - own up to it Twitter: #raisedeyebrow
  • 35. Measuring Success: What is Your Return on Investment? Image credit: Purple Car on Flickr. Twitter: #raisedeyebrow
  • 36. Measuring Success: Return on Investment • What matters to you: • What outcomes do you want to achieve? • Who do you want to reach? • What do you want them to do? • Measure often • Don’t get overwhelmed in stats Twitter: #raisedeyebrow
  • 37. Measuring Success: Numbers vs. Stories • Metrics should be a combination of the two • # of followers • # of petition signatories • Increase in donations • Stories of engagement & impact Twitter: #raisedeyebrow
  • 38. Measuring Success: Numbers vs. Stories Twitter: #raisedeyebrow
  • 39. Measuring Success: Measuring Tools • Twitter clients: Hootsuite, Tweetdeck etc. let you measure # of followers, retweets, open rates etc. • Saved Twitter searches • Ask your community - on donation forms, member forms, etc. • Newsletter stats • Google Analytics • Use goals to track where traffic from different tools goes on the web Twitter: #raisedeyebrow
  • 40. Measuring Success: Lies, Damn Lies, Statistics • Find the balance between measuring success/impact and switching gears while also allowing adequate time to test the waters • Don’t forget to track the stories/qualitative impacts • Measure other internal #s: • # of hours of staff time • Reduction in mail out costs • Ability to leverage external events quickly & have impact Twitter: #raisedeyebrow
  • 41. Drafting a Policy: Mitigating Risk Image credit: Rionda on Flickr. Twitter: #raisedeyebrow
  • 42. Drafting A Policy: Mitigating Risk • Fear: Total loss of control • Reality: It’s happening anyway Twitter: #raisedeyebrow
  • 43. Drafting A Policy: Staff Resource Drain • Fear 1: Staff will waste time online • Fear 2: Staff will misrepresent us • Reality: It’s happening anyway Twitter: #raisedeyebrow
  • 44. Drafting A Policy: What Can You Do? • Be pro-active: draft a policy and set out guidelines • How you want the organization represented • What will be shared when • Same policies of harassment, etc. apply online • Respect privacy Twitter: #raisedeyebrow
  • 45. Drafting A Policy: Personal vs. Professional • Discuss privacy & personal boundaries • You can’t control what staff do personally online • You can help them set boundaries between personal and professional through dialogue and education about tools Twitter: #raisedeyebrow
  • 46. Drafting A Policy: Being Human is OK Twitter: #raisedeyebrow
  • 47. Drafting A Policy: Transparent & Collaborative • Be open and engaged with staff when drafting a policy • Ask for feedback and discuss intentions • Overall, don’t be too prescriptive as it will stifle authenticity - think of it as a guideline Twitter: #raisedeyebrow
  • 48. Conclusion: Strategy + Tools = Success • Understand the Tools • Have a plan • Measure success • Mitigate risk Twitter: #raisedeyebrow
  • 49. Need more help? Raised Eyebrow offers: • Online Communications • Usability Consulting Strategy Consulting • Email Newsletter design, • Information Architecture and development and management Interaction Design • Accessibility and Search • Website Design & Engine Optimization Development Consulting • Web 2.0 and Social Media • Custom workshops for your Consulting organization www.raisedeyebrow.com Twitter: #raisedeyebrow
  • 50. Questions? Please use the “raise hand” feature, or type a question into the Q&A box. Twitter: #raisedeyebrow
  • 51. Questions? Please use the “raise hand” feature, or type a question into the Q&A box. Type question here Twitter: #raisedeyebrow
  • 52. Thank you. Lauren Bacon Emira Mears @laurenbacon @emiramears raisedeyebrow.com Twitter: #raisedeyebrow