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Exposing the Mystery of Social Media Success Emily Davis, MNM, CGT Emily Davis Consulting

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

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Does your organization have an online presence, but need to learn more about effective use of social media? Is your board struggling with roadblocks around oversight and implementation of community outreach using social media? Join BoardSource for this webinar where we will explore social media myths and learn the foundational concepts in using any social media channel. Participants will hear how to best implement social media activity through board engagement, committee involvement, hiring the best digital communications consultant, and measuring your successes.

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Page 1: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

Exposing the Mystery of Social Media Success

Emily Davis, MNM, CGT

Emily Davis Consulting

Page 2: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

FOLLOW THE CONVERSATION @BoardSource @AskEmilyD #SoMeStrategy #Governance #nonprofit #socialmedia #nptech

TURN ON YOUR TECH

Page 3: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

•  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

Page 4: Exposing the Mystery of Social Media Success (BoardSource, March 2014)
Page 5: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

•  Position as an expert •  Connect & collaborate •  New resources & ideas •  Outreach & awareness •  Develop brand •  Low cost

WHY SOCIAL MEDIA AT ALL?

Page 6: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

MYTH #1

“Board governance and

social media aren’t

connected.”

Page 7: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 8: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

MYTH #2

“Social media is for young people. We are trying to

attract board members &

donors that are older.”

Page 9: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

???

Page 10: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders

(Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)

*© 2010 Beth Kanter

Page 11: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

MYTH #3

“Social media takes way too much time to

use.”

Page 12: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

WHAT STINKS ABOUT SOCIAL MEDIA

•  Time investment •  New communication tool •  Always changing •  Boundaries are grey

between personal & professional

•  Transparency, exposure •  Loss of control

Page 13: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

WHAT ROCKS ABOUT SOCIAL MEDIA

•  Additional tool •  Stewardship •  Brand development •  Build relationships •  Tell your story •  Transparency •  Get feedback •  Cost effective •  Quick & easy!

Page 14: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

MYTH #4

“Using social media exposes us to negative feedback that

we can’t control.”

Page 15: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

SOCIAL MEDIA POLICIES

Page 16: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

WHY

•  Insurance •  Not for the majority •  Set boundaries •  Protection for users •  Protect organization •  Professional standards •  Because you just never

know…

Page 17: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

EXTERNAL POLICY

•  Users outside the org •  What is appropriate •  What is inappropriate •  Post publicly and regularly

on website & social media channels

•  Research examples

Page 18: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

INTERNAL POLICY

•  Staff, board & volunteers •  More insurance •  What is in/appropriate •  Set boundaries •  Share at orientation •  Representing the org •  Provide support & ideas •  Research examples

Page 19: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 20: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

MYTH #5

“Our executive director can bring on a young intern to run our social

media.”

Page 21: Exposing the Mystery of Social Media Success (BoardSource, March 2014)
Page 22: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

STAFFING SOCIAL MEDIA

•  Executive Director •  Support staff •  Committee members •  Marketing, social media

plan •  Trainings •  Consultant

Page 23: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 24: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 25: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

QUESTION TIME!

Page 26: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 27: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

DIFFERENT CHANNELS, DIFFERENT RULES

Facebook LinkedIn

YouTube Vimeo

Blog Twitter Tumblr

Pinterest Del.i.cious

Page 28: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

SOCIAL MEDIA LIFECYCLE

Page 29: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

HAVE A GIGGLE!

Page 30: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 31: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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

Page 32: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

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)  

Page 33: Exposing the Mystery of Social Media Success (BoardSource, March 2014)
Page 34: Exposing the Mystery of Social Media Success (BoardSource, March 2014)

Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com emilydavisconsulting.com/blog

Facebook.com/emilydavisconsulting

twitter.com/AskEmilyD

linkedin.com/in/emilylariedavis