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YMCA of Metro Chicago
Jumps into Social Media
       A Case Study
How do you get
50 authors prepared
      to manage
 15 Facebook pages
     in less than
       2 months
   with a team of
    4 people?
Overview
    During the launch of
  our Facebook pages we
  faced challenges similar
      to other orgs and
     thought it would be
     helpful to share our
       experience. The
   following presentation
    is an overview of our
           process.
YMCA Overview
                                 The Y is Chicagoland’s
                                    leading nonprofit
                                      strengthening
                                  communities through
                                   youth development,
                                 healthy living and social
                                      responsibility.

   Through its 65 locations and more than 100 extension sites,
             the YMCA of Metropolitan Chicago helps
  children learn and grow, teaches young people to lead, brings
families closer, and encourages individual health and well-being.
Goals
Our objective is to have successful, responsible and
sustainable social media sites that are managed as
   part of the YMCA's overall business strategy.

•   Facebook page for each membership center
•   Focus on establishing a presence
•   Build a foundation quickly
•   Primary audience is people interested in our
    membership facilities
Our Challenge
Our members and communities connect with their
individual center and want information from them. But
there are numerous obstacles in allowing our
membership centers to own their Facebook pages:




 Limited staff     Minimal        Struggle to    Staff size is
     time        Social Media   create content      small
                  experience
Our Metro Challenge
Our Metro office had challenges of its own to
overcome:




Limited staff     Manage the   Ensure success    Manage risk
    time            brand      of center pages
Our Strategy
The key to our success was the readiness of the authors, not
the mechanics of the page. So with seven weeks to work with,
we decided the key was to establish staggered deadlines for
the authors to meet and a focused one-day boot camp.
        Ready                             Set                          Go
      (now- July 30)                  (Aug 11 or 12)              (Aug 12– Aug 23)

      Before July 15          Aug 11 or 12– Attend All Day          Before Aug 18
  Application Due to IT       In-person Boot Camp:            Finish setup and content
                              • Content Creation
                              • Facebook Administration
         July 22                                                    Before Aug 20
                              • Replying to Comments
 Attend kick-off webinar                                     Plan promotion of Facebook
                              • Comment Escalation
                              • Metrics
      Before July 30          • "Take Home" Assignments                Aug 23
Collect communication list                                     Launch Facebook Pages
Our Author Strategy
     Ready                     Set               Go
   (now- July 30)          (Aug 11 or 12)   (Aug 12– Aug 23)




The authors were given
    tasks on a regular
schedule to ensure their
readiness. The goal was
 to find ways to prepare
 them without creating
   unnecessary work.
Our Metro Strategy
      Ready                  Set                 Go
    (now- July 30)       (Aug 11 or 12)     (Aug 12– Aug 23)



While the authors were busy preparing their materials,
Marketing and IT collaborated to get the Facebook pages
configured and designed for all of the centers.




   Setup pages          Create editing    Established
    identically          guidelines/       readiness
                          directions      checkpoints
2010 Timeline
                      Facebook pilots launched for
   Pilots             •YMCA Black & Latino Achievers
  (May -July)
                      •YMCA Safe Kids campaign

                      Prepare for Facebook launch for our centers
   Ready              •Centers submit applications and select authors
  (July 6 - 30)       •Webinar to kickoff process and inform authors
                      •Homework assigned


                      One-day boot camp for Facebook authors
     Set
 (Aug 11 or 12)       •Homework assigned




     Go               Final preparation and Facebook launch
(Aug 12– Aug 23)
Our Materials
Our centers have primary responsibility for managing
their page with limited support from Marketing and IT.

So we needed to be very purposeful in providing authors
with the appropriate resources:

 •   Social Media Author Acknowledgement
 •   Comment Escalation Resources
 •   Content Tips
 •   Page Administration Guidelines
 •   Marketing Calendar Template
 •   Links to Articles on Privacy
Our Kickoff Agenda
    Our boot camp was only one day, so we needed our authors to
    get a head start before coming. To that end, we assigned some
               pre-work and started with a kickoff call.
•    Overview of Facebook launch
•    Facebook Configuration
•    Your Role as Authors
•    Next Steps
•    Q&A

         Ready                    Set                     Go
       (now- July 30)         (Aug 11 or 12)         (Aug 12– Aug 23)
Training was a critical part of our plan


                 The following slides are
               overviews of those trainings
We Spent Time Explaining the Timeline

        Ready                             Set                         Go
      (now- July 30)                  (Aug 11 or 12)             (Aug 12– Aug 23)


      Before July 15         Aug 11 or 12– Attend All Day          Before Aug 18
  Application Due to IT      In-person Boot Camp:            Finish setup and content
                             • Content Creation
                             • Facebook Administration
         July 22                                                   Before Aug 20
                             • Replying to Comments
 Attend kick-off webinar                                    Plan promotion of Facebook
                             • Comment Escalation
                             • Metrics
      Before July 30         • "Take Home" Assignments                Aug 23
Collect communication list                                    Launch Facebook Pages
Talked About Facebook Configuration
Each center will have their
own page, plus one for
Metro.
metro.                        Marketing (with IT) will be doing all of
                              initial setup and design of the page.




                                          Some Association-wide content
                                          will be pushed to your page.




                                         Design shared at Boot Camp
Plus Author Expectations


            Authors
  Content     Moderate       Manage
-posting    -comments      -added tools
-planning   -fan posts     -metrics
            -interaction
Each Center Was Assigned
      Next Steps Before Boot Camp
                 Create Flickr account for your center



                 Get comfortable with Facebook functionality



                 1. Write 2 status updates
H o me w o r k
                 2. Gather communication samples
                 3. Marketing calendar for September


                 Attend one-day boot camp
Boot Camp Agenda
 Then came Boot Camp, our one day to equip our
   authors to represent the YMCA on Facebook.
• Overview of Facebook
• Content Creation
• Facebook Administration
• Replying to Comments
• Comment Escalation
• Metrics
• "Take Home" Assignments
     Ready                    Set               Go
   (now- July 30)         (Aug 11 or 12)   (Aug 12– Aug 23)
A Quick Facebook Page Demo
Then on to Creating Content



                                                      Some content will be pushed from
          Recycle existing content
                                                             Association page




Build your content in bulk; serve a piece at a time   Integrate with all marketing efforts
Content Tips
• Focus on goals and audience with a purpose
• Short, professional style with personality &
  context
• Provide a call to action
• Use images
• Provide a link
• Tie to events or themes
Content – Have a Plan
•   Plan ahead on content
•   Don’t leave it to one person
•   New content weekly
•   Actively reply and monitor
•   You will make mistakes; plan to react
•   Trying something new? (Recruit some ringers)
We shared the
  Air Force Blog
 Assessment to
talk through how
    to reply to
  comments on
    our pages
Comment Escalation
But we also needed a deeper plan than just
      replying in specific scenarios.
We Walked through Facebook Insights
   Why have metrics?
• Measure of impact
• Indicator of growth
  What to measure?
• Fans, posts, views and
  interactions
• Qualitative?
  Act on metrics
• Use metrics to make decisions
• Experiment
Our Metrics Reporting
               Seizing the opportunity to show digital
             engagement as a whole, our report includes
              email, Facebook and website information.
                                                                                                      Digital Engagement Metrics - September 2010
                                                                                      Reach Data                                                                               Engagement Data
                                                                      % email address for Unique Website                             Email Open Rate       Email Click           Avg. time on      Facebook Page        Facebook Likes &
                                      Rockstars!




                            Overall                 Active Adults         adults (*1)         Visitors            Facebook Fans (*4)       (*5)           Throughs (*2)          website (*6)        Views (*3)          Comments (*3)
                            Change                                     (Goal 45% of adults)                       (Goal 45% of emails)    (Goal 28%)           (Goal 4%)          (Goal 2:20)      (Goal .5% of Fans)   (Goal 2.5% of Fans)
           Center                                  Count   % Change       %       % Change    Count    % Change    Count     % Change    %     % Change    %        % Change    Time    % Change   Count     % Change    Count    % Change
Austin YMCA
Buehler YMCA
Elmhurst YMCA
Foglia YMCA
Grayslake YMCA
Greater LaGrange YMCA                                                                         Rather than just reporting stats, we also set goals:
Hastings Lake YMCA
High Ridge YMCA                                                                 *1 Goal derived from sampling of national YMCAs
Indian Boundary YMCA
                                                                                *2 Goal derived from average stats from eBenchmark Report 2010
Irving Park YMCA
Kelly Hall YMCA
                            A Rockstar is a                                     *3 Goal derived from average stats from 2010 NonProfit Social Media
Lake View YMCA
Lattof YMCA
                             center with                                        Benchmarks Study
Leaning Tower YMCA
                            improvement                                         *4 Goal is same ratio of member to email counts (45%) but based on fans to
McCormick Tribune YMCA
Rauner Family YMCA            across all                                        email counts (20.25% of member counts)
South Chicago YMCA                                                              *5 Goal derived from Nonprofit averages from leading email service
South Side YMCA              engagement                                         provider
Wabash YMCA
West Communities YMCA
Metro
                                                                                *6 Goal derived from Google Analytics benchmarks
Association Totals
Association Average

                                                                      Goal(*1) Variance                           Goal(*4) Variance Goal (*4) Variance Goal (*2) Variance Goal (*5) Variance Goal(*3) Variance Goal(*3) Variance
Performance Against Goals                                               45%                                         45%                  28%              4%                    2:20               0.50%                2.50%
Facebook Promotional Plan
                              Phased approach to build
                         experience, content and base of fans


•   Aug 23 – Recruit 25 fans for each page
•   Aug - Sept – Employee Launch
•   October – Launch to members
•   November – Incorporate in all marketing
    materials
Assigned Homework
   1.  P r e p a r e 2 w e l c o me
                  p o s t s
   2. C o m p l e t e O c t o b e r
      Ma r k e t i n g c a l e n d a r
3. D e c i d e y o u r c e n t e r ’s
   p r o c e s s a n d r o l e s f o r
    r e p l y i n g t o c o mme n t s
4. P r e p a r e f o r e x p e c t e d
       r e p l i e s c o m m e n t s
 5. T a l k a b o u t F a c e b o o k
        6. T e l l p e o p l e
Pre-Launch Decisions
     Facebook
  announced page
changes planned for
       Aug 23
 (our launch date),
    we planned
   contingencies
  but continued as
      planned
                      A few centers were not able to
                      complete all of the readiness process.
                      In the end, we decided to postpone the
                      launch of a few pages to ensure
                      sustainability.
Our Launch – Aug 23, 2010



   50 Trained Authors                  15 Facebook pages
                  Welcome content posted




By the end of the day we had over 25
 fans for each page and secured our
             vanity URLs.
Our Outcomes
               Aug 23 we launched our pages!

By the end of August 23:
                                                    Promoted pages
• 25+ fans for each page                                To staff
• Vanity URL secured
• First content posted
                                Added button to websites
By the end of August 2010:
• 1100+ fans across the pages
• 116 wall posts by authors                                Full promotion plan
                                                             to all audiences
• 1500+ unique page views                                   starting Oct 2010
•Growing engagement (via metrics)
•Authors excited to connect
Our Outcomes
      October 2010 Stats!
• 2285 fans across the pages
• 191 wall posts by authors
• 2618 unique page views
• 396 likes & comments on our posts



                      Full promotion plan
                        to all audiences
                       Started Oct 2010
What’s Next
Facebook pages are just one part of our long
  term online presence strategy. Our next
 projects include a website redesign, digital
  content strategy, mobile tools and more.
Contact Us
           For more information:

                                 facebook.com/YMCAChicago




                                  twitter.com/YMCAChicago
    www.ymcachicago.org
    Contact: IT Department
     Phone: 312-932-1200
             Email:
ymcachicagoit@ymcachicago.org   YMCA of Metro Chicago IT Blog

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YMCA of Metro Chicago Facebook Casestudy

  • 1. YMCA of Metro Chicago Jumps into Social Media A Case Study
  • 2. How do you get 50 authors prepared to manage 15 Facebook pages in less than 2 months with a team of 4 people?
  • 3. Overview During the launch of our Facebook pages we faced challenges similar to other orgs and thought it would be helpful to share our experience. The following presentation is an overview of our process.
  • 4. YMCA Overview The Y is Chicagoland’s leading nonprofit strengthening communities through youth development, healthy living and social responsibility. Through its 65 locations and more than 100 extension sites, the YMCA of Metropolitan Chicago helps children learn and grow, teaches young people to lead, brings families closer, and encourages individual health and well-being.
  • 5. Goals Our objective is to have successful, responsible and sustainable social media sites that are managed as part of the YMCA's overall business strategy. • Facebook page for each membership center • Focus on establishing a presence • Build a foundation quickly • Primary audience is people interested in our membership facilities
  • 6. Our Challenge Our members and communities connect with their individual center and want information from them. But there are numerous obstacles in allowing our membership centers to own their Facebook pages: Limited staff Minimal Struggle to Staff size is time Social Media create content small experience
  • 7. Our Metro Challenge Our Metro office had challenges of its own to overcome: Limited staff Manage the Ensure success Manage risk time brand of center pages
  • 8. Our Strategy The key to our success was the readiness of the authors, not the mechanics of the page. So with seven weeks to work with, we decided the key was to establish staggered deadlines for the authors to meet and a focused one-day boot camp. Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23) Before July 15 Aug 11 or 12– Attend All Day Before Aug 18 Application Due to IT In-person Boot Camp: Finish setup and content • Content Creation • Facebook Administration July 22 Before Aug 20 • Replying to Comments Attend kick-off webinar Plan promotion of Facebook • Comment Escalation • Metrics Before July 30 • "Take Home" Assignments Aug 23 Collect communication list Launch Facebook Pages
  • 9. Our Author Strategy Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23) The authors were given tasks on a regular schedule to ensure their readiness. The goal was to find ways to prepare them without creating unnecessary work.
  • 10. Our Metro Strategy Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23) While the authors were busy preparing their materials, Marketing and IT collaborated to get the Facebook pages configured and designed for all of the centers. Setup pages Create editing Established identically guidelines/ readiness directions checkpoints
  • 11. 2010 Timeline Facebook pilots launched for Pilots •YMCA Black & Latino Achievers (May -July) •YMCA Safe Kids campaign Prepare for Facebook launch for our centers Ready •Centers submit applications and select authors (July 6 - 30) •Webinar to kickoff process and inform authors •Homework assigned One-day boot camp for Facebook authors Set (Aug 11 or 12) •Homework assigned Go Final preparation and Facebook launch (Aug 12– Aug 23)
  • 12. Our Materials Our centers have primary responsibility for managing their page with limited support from Marketing and IT. So we needed to be very purposeful in providing authors with the appropriate resources: • Social Media Author Acknowledgement • Comment Escalation Resources • Content Tips • Page Administration Guidelines • Marketing Calendar Template • Links to Articles on Privacy
  • 13. Our Kickoff Agenda Our boot camp was only one day, so we needed our authors to get a head start before coming. To that end, we assigned some pre-work and started with a kickoff call. • Overview of Facebook launch • Facebook Configuration • Your Role as Authors • Next Steps • Q&A Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23)
  • 14. Training was a critical part of our plan The following slides are overviews of those trainings
  • 15. We Spent Time Explaining the Timeline Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23) Before July 15 Aug 11 or 12– Attend All Day Before Aug 18 Application Due to IT In-person Boot Camp: Finish setup and content • Content Creation • Facebook Administration July 22 Before Aug 20 • Replying to Comments Attend kick-off webinar Plan promotion of Facebook • Comment Escalation • Metrics Before July 30 • "Take Home" Assignments Aug 23 Collect communication list Launch Facebook Pages
  • 16. Talked About Facebook Configuration Each center will have their own page, plus one for Metro. metro. Marketing (with IT) will be doing all of initial setup and design of the page. Some Association-wide content will be pushed to your page. Design shared at Boot Camp
  • 17. Plus Author Expectations Authors Content Moderate Manage -posting -comments -added tools -planning -fan posts -metrics -interaction
  • 18. Each Center Was Assigned Next Steps Before Boot Camp Create Flickr account for your center Get comfortable with Facebook functionality 1. Write 2 status updates H o me w o r k 2. Gather communication samples 3. Marketing calendar for September Attend one-day boot camp
  • 19. Boot Camp Agenda Then came Boot Camp, our one day to equip our authors to represent the YMCA on Facebook. • Overview of Facebook • Content Creation • Facebook Administration • Replying to Comments • Comment Escalation • Metrics • "Take Home" Assignments Ready Set Go (now- July 30) (Aug 11 or 12) (Aug 12– Aug 23)
  • 20. A Quick Facebook Page Demo
  • 21. Then on to Creating Content Some content will be pushed from Recycle existing content Association page Build your content in bulk; serve a piece at a time Integrate with all marketing efforts
  • 22. Content Tips • Focus on goals and audience with a purpose • Short, professional style with personality & context • Provide a call to action • Use images • Provide a link • Tie to events or themes
  • 23. Content – Have a Plan • Plan ahead on content • Don’t leave it to one person • New content weekly • Actively reply and monitor • You will make mistakes; plan to react • Trying something new? (Recruit some ringers)
  • 24. We shared the Air Force Blog Assessment to talk through how to reply to comments on our pages
  • 25. Comment Escalation But we also needed a deeper plan than just replying in specific scenarios.
  • 26. We Walked through Facebook Insights Why have metrics? • Measure of impact • Indicator of growth What to measure? • Fans, posts, views and interactions • Qualitative? Act on metrics • Use metrics to make decisions • Experiment
  • 27. Our Metrics Reporting Seizing the opportunity to show digital engagement as a whole, our report includes email, Facebook and website information. Digital Engagement Metrics - September 2010 Reach Data Engagement Data % email address for Unique Website Email Open Rate Email Click Avg. time on Facebook Page Facebook Likes & Rockstars! Overall Active Adults adults (*1) Visitors Facebook Fans (*4) (*5) Throughs (*2) website (*6) Views (*3) Comments (*3) Change (Goal 45% of adults) (Goal 45% of emails) (Goal 28%) (Goal 4%) (Goal 2:20) (Goal .5% of Fans) (Goal 2.5% of Fans) Center Count % Change % % Change Count % Change Count % Change % % Change % % Change Time % Change Count % Change Count % Change Austin YMCA Buehler YMCA Elmhurst YMCA Foglia YMCA Grayslake YMCA Greater LaGrange YMCA Rather than just reporting stats, we also set goals: Hastings Lake YMCA High Ridge YMCA *1 Goal derived from sampling of national YMCAs Indian Boundary YMCA *2 Goal derived from average stats from eBenchmark Report 2010 Irving Park YMCA Kelly Hall YMCA A Rockstar is a *3 Goal derived from average stats from 2010 NonProfit Social Media Lake View YMCA Lattof YMCA center with Benchmarks Study Leaning Tower YMCA improvement *4 Goal is same ratio of member to email counts (45%) but based on fans to McCormick Tribune YMCA Rauner Family YMCA across all email counts (20.25% of member counts) South Chicago YMCA *5 Goal derived from Nonprofit averages from leading email service South Side YMCA engagement provider Wabash YMCA West Communities YMCA Metro *6 Goal derived from Google Analytics benchmarks Association Totals Association Average Goal(*1) Variance Goal(*4) Variance Goal (*4) Variance Goal (*2) Variance Goal (*5) Variance Goal(*3) Variance Goal(*3) Variance Performance Against Goals 45% 45% 28% 4% 2:20 0.50% 2.50%
  • 28. Facebook Promotional Plan Phased approach to build experience, content and base of fans • Aug 23 – Recruit 25 fans for each page • Aug - Sept – Employee Launch • October – Launch to members • November – Incorporate in all marketing materials
  • 29. Assigned Homework 1. P r e p a r e 2 w e l c o me p o s t s 2. C o m p l e t e O c t o b e r Ma r k e t i n g c a l e n d a r 3. D e c i d e y o u r c e n t e r ’s p r o c e s s a n d r o l e s f o r r e p l y i n g t o c o mme n t s 4. P r e p a r e f o r e x p e c t e d r e p l i e s c o m m e n t s 5. T a l k a b o u t F a c e b o o k 6. T e l l p e o p l e
  • 30. Pre-Launch Decisions Facebook announced page changes planned for Aug 23 (our launch date), we planned contingencies but continued as planned A few centers were not able to complete all of the readiness process. In the end, we decided to postpone the launch of a few pages to ensure sustainability.
  • 31. Our Launch – Aug 23, 2010 50 Trained Authors 15 Facebook pages Welcome content posted By the end of the day we had over 25 fans for each page and secured our vanity URLs.
  • 32. Our Outcomes Aug 23 we launched our pages! By the end of August 23: Promoted pages • 25+ fans for each page To staff • Vanity URL secured • First content posted Added button to websites By the end of August 2010: • 1100+ fans across the pages • 116 wall posts by authors Full promotion plan to all audiences • 1500+ unique page views starting Oct 2010 •Growing engagement (via metrics) •Authors excited to connect
  • 33. Our Outcomes October 2010 Stats! • 2285 fans across the pages • 191 wall posts by authors • 2618 unique page views • 396 likes & comments on our posts Full promotion plan to all audiences Started Oct 2010
  • 34. What’s Next Facebook pages are just one part of our long term online presence strategy. Our next projects include a website redesign, digital content strategy, mobile tools and more.
  • 35. Contact Us For more information: facebook.com/YMCAChicago twitter.com/YMCAChicago www.ymcachicago.org Contact: IT Department Phone: 312-932-1200 Email: ymcachicagoit@ymcachicago.org YMCA of Metro Chicago IT Blog

Editor's Notes

  1. Rely heavily on existing content (just add context) recycleRSS feed from Metro Facebook page Create your content like a cake, in big bundles, then serve it one piece at a timeUse your marketing calendar
  2. Our goals and audiencesWriting tips (short, professional style with personality & context)Link to information on your websiteEvents Images – photo waivers
  3. Frequency of posting and mix of contentFrequency of emailing fans what to do if you post incorrect information Recruiting people to replyCareful when linking to outside sources