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Slide 1




          Strategic Social Media
              for Small NGOs
            Presented by Amy Coulterman
                http://linkd.in/amyc101
                      @AmyCSays

                for ICAD-CISD, 20 Feb 2013
Slide 2




                              BUT, I HAVE TO DO IT!




Have you created social media accounts because you thought you had to? Everyone’s doing it!
It’s free! People will like us! Now you’re probably using 1 or 3 tools and it can seem
overwhelming because you’re a small NGO with already overextended staff. But did you think
about your strategy much before you created an account for the first time?

The aim of my presentation is to offer you some thoughts about strategy instead of offering a
how-to. The practical aspects of Twitter, Facebook and other platforms can be easily learned and
you can find a lot of tutorials online, but how best to use them for you is something that NGOs
often overlook. I also don’t want to throw around a lot of examples because I think they can raise
high expectations around what social media can do that don’t match your realities. That is why I
am going to get you to rethink your approach about why and how you use them and even if you
should use them.
Slide 3




                           Do you have a communications
                                     strategy?




First things first: do you have a communications strategy?

Social media is just a component of a larger communications strategy. Social media can NOT
take the place of a communications strategy. You need to get the communications basics in order
before you take on social media because it is one tool amongst many that supports your larger
plan and vision and your organization’s larger mandate and goals. When you do this, you’ll have
a better picture of your next steps.
Slide 4




                       Forrester Research’s “POST” method


                       • P = People
                       • O = Objectives
                       • S = Strategy
                       • T = Technology




A good first approach to organizing your thoughts about how to and why use social media is the
Forrester Research’s “POST” method, which is used by a great HIV social media team from
AIDS.gov in the US. I’m going to use this general outline to work through how you should think
about your relationship to social media in your NGO.
Slide 5




          P = People


          •Who is your target audience?
          •What tools are they using?
          •What are they most comfortable with?
Slide 6




          O = Objectives

          •Do you want to listen, talk, raise
          awareness, increase website traffic,
          improve your reputation or collaborate
          with your audience?
Slide 7




          S = Strategy


          •What do you want to accomplish?
            •What resources do you have?
Slide 8




          T = Technology


          •Once you've defined your audiences,
          objectives and strategy, then you can
          choose the most appropriate
          technology.
Slide 9




                       Your social media audience


                                    Lesson 1:
                         You cannot 'create' a community




I credit this insight to a fellow social media enthusiast, Hugh Stephens: you can’t ‘create’ a
community because you can only build on what is already there; go where your community is,
otherwise, it will be an uphill battle.

Social media platforms, in general, are ideal for connecting with those who already know you
and like you or are like-minded - so you should aim first to deepen your relationships with these
people. What will actually grow your community the most are still your traditional outreach
methods that draw people in and get them excited to be involved.# These opportunities are things
like fundraising walks, traditional media campaigns and protests. So, although many of you want
to increase your followers, you should be realistic about the numbers you can gain.

Go to your communications strategy and consider your target audiences and stakeholders. Think
of their characteristics and then figure out where you can most effectively target your
community.
Slide 10




The following information is a representative analysis, but it gives a good overview of the
demographics of social media users to provide an idea of where you can find your target
audiences.

Facebook obviously has the largest overall audience. On average, LinkedIn has a proportion of
more educated users.
Slide 11




Twitter numbers are probably lower than you thought. Pinterest is dominated by females.
Slide 12




Instagram and Tumblr are heavily used by younger users, but Instagram users actually come
from a high income bracket.
Slide 13




                        Your social media audience

                                        Lesson 2:
                             Not everyone ‘uses’ social media

                        • 46% of users create photos & videos to share
                        • 41% of users share content that others make




Now the 2nd lesson: Not everyone uses social media or they don’t use social media in they way
you’d hope they do. Only 46% percent of internet users create photos and videos to share; 41%
of users share content that others make. This means that there are a lot of people out there who
don’t use social media and, if they do use it, don’t engage very much with it meaning many
people are passive listeners. You may need to realize that your audience isn’t in reality using the
tools you’ve set up in the first place in order to reach them.
Slide 14




This means, you may need to rethink your strategy about where you’re focusing your efforts. As
this age graph shows, if you are running a design contest targeted at youth, you may try to find
them on a site like deviantArt.
Slide 15




                         British Columbia Centre for
                         Excellence in HIV/AIDS




Here’s an example of ICAD member the British Columbia Centre for Excellence in HIV/AIDS
Facebook page. With a primarily academic, policy and medical audience, they are targeting their
supporters with an appropriate balance of content it knows interests them amongst its internal
news, external news that highlights its work and its staff and other organizations’ campaigns,
reports and presentations. They also have a well run Twitter account. But, in terms of lesson 1, I
also think that they could use LinkedIn or academic.edu effectively, too, because of the types of
professionals it works with - on there they could share their reports and create a network of
people researching their interests. If, after trying LinkedIn for a while, they found it was a better
way to connect with their target audience, they could drop their Facebook page so they don’t feel
overwhelmed. Also, while they have a news section on their website, they don’t have a blog and
I think a blog would be an ideal feature in terms of reaching out to the general population
because in a blog they could introduce their research in a way that would allow the public to
understand it better.

So, think again about where your audience is and what you want from them and focus on the
sites where you can reach them.
Slide 16




           Objective Realism



                        Lesson 3:
                Social media takes time
Slide 17




                        Posting guidelines

                        • 2-3 times/day on Facebook
                        • 4-5 times/day on Twitter
                        • 4-5 times/week on LinkedIn
                        • Blogging...it depends!




Now, your objectives. Think realistically about the time involved in ‘doing’ social media and the
frequency with which you have to offer content: ideally posting 2-3 times/day on Facebook, 4-5
times/day on Twitter, 4-5 times/week on LinkedIn and, depending on your content and needs,
you may blog a few times a week or a few times a month, but what matters with blogs is the
quality of content and the consistency with which you post.
Slide 18




                                  http://gigaom.com/2010/12/01/how-much-time-does-social-media-marketing-take/




The amount of time you can offer will determine the level at which you can realistically engage.
If your objectives are high, then you have to budget for the time needed. If you can’t or don’t
want to put in the time to use a platform properly then lower your expectations about what you
can get out of it or don’t use it because it’s better not to have something than to use it poorly.
Nothing’s worse than seeing a Twitter account that only has a few tweets a month - that means it
doesn’t add value to what you are already doing and is a waste of time.

Also, think about what kind of resources you can provide. Will you use the time of a volunteer,
one or two employees, a consultant or everyone in the office? What kind of training or support
do these people need? Assess your assets because how much time, resources and energy these
people can commit will also determine what you will use and how you will use it.
Slide 19




                        Objective Realism



                                          Lesson 4:
                                     You need to 'own' it




Most importantly, think of the long term implications and investment. Don’t depend only on
short term solutions like interns and volunteers. You need to make sure that social media usage is
an investment by the whole organization - everyone in your NGO needs to ‘own’ it, which means
that everyone should at least understand the importance of social media to your public presence
and give you the space to do what you want and need to do. Your employees understand the
‘voice’ of your organization and you should trust them to represent it online.
Slide 20




                        Josette Sheeran, WEF




It’s clear that an organization is dedicated to social media when their leader is heavily involved
in it as well. Josette Sheeran, present vice-chair of the World Economic Forum and previously
very active as the head of the WFP, is a great example of this. In her tweets she highlights her
cause, speaks to other Twitter users and gives something of her personality.

I’m not saying that everyone should do this because a personal account is not for every NGO but,
in addition to an official account, if you have or you want a strong personality-led organization
or if you don’t think you can properly keep up an official NGO account because of time or you
don’t have much to post about, an employee spokesperson account can be an alternative.
Slide 21




                        Using your technology



                                        Lesson 5:
                             Take time to research and listen




Many of you are looking to pick up the pace of interest in your organization online. You have the
accounts set up and you want to increase numbers and really use the tools in the best ways. So,
here are some pointers.

First, take the time to RESEARCH and LISTEN to the conversations out there. Read blogs,
explore what news people are talking about and note what other organizations like yours are
doing within their means. This will help you to figure out how best to use the tools.
Slide 22




For example, you can follow certain hashtags related to your cause and see what people are
sharing and talking about like under #hivcan, Canada’s HIV hashtag. And lurk or start sharing in
weekly Twitter chats like the non-profit #commschat which happens once a week at a specific
date and time.
Slide 23




           Using your technology



                          Lesson 6:
           Share, collaborate, converse - ENGAGE
Slide 24




                        • 80% of posts should be entertaining,
                          helpful, informative
                        • 20% of posts can be self-promotional
                        • Respond and say thank you!




Now, sharing your news and sharing others’ news can offer interesting content to your followers,
but in the long term you really need to focus on the key aim of social media: engagement.
Collaborating and conversing is how you help your supporters be ‘more awesome’, so remember
to respond to people, engage in debate and say thank you. So get out and ask for conversations -
this deepens your relationship with the people who like you. And you can easily get into
conversations with the more active users, other organizations, politicians, journalists and those
who in fundraising speak are your ‘key influencers’.

And make sure your content follows good social media guidelines: 80% of posts should be
entertaining, helpful or informative and 20% can be self-promotional.
Slide 25




                        International Planned Parenthood
                        Federation




The International Planned Parenthood Federation Twitter account is an excellent example of
good practices. First, they employ humour and they have a ‘personality’. Most importantly, they
offer support, retweet like-minded organizations and actually engage in conversations - in the
past even I’ve even had a couple of chats with them about news items they posted!
Slide 26




                        • Make sure you have metrics and
                          measure!




                                   http://socialmediamarketinguniversity.com/google-analytics-news-metrics-blog/




You will need to create metrics that you will monitor and evaluate for whichever tools you use
and goals you have. Social media measurement is actually done very infrequently by many
NGOs, but you need to realize it can be very valuable for your strategizing and reporting.

Based on your objectives, what would success look like to you? Donations of money or
volunteer time; increased website hits, reach or awareness, improved relationships, engagement
with stakeholders, changes in behaviour of the target audience, etc. You can measure these things
with tools like Google Analytics. Then your reports and results can help you adapt your approach
in the long-run - it takes time to figure out what works best for you and for your audience, so
give it a few months.
Slide 27




           • Have a wider communications strategy
           • Write out your POST (People, Objectives,
             Strategy, Technology)
           • Pick your tools based on: your intended
             audience(s); where the communities are; the
             time and human resources you have; how
             much time each tool needs to be used in the
             way you want
           • Create a culture of ownership
           • Learn about how best to use your tools
             (listening and engagement)
           • Create and follow metrics based on objectives
           • Keep trying!
Slide 28




           Key takeaways
           • Do only what’s possible to do well
             within your means
           • It’s okay NOT to do it all!
Slide 29




           A few great non-profit resources:

           Techsoup Canada http://www.techsoupcanada.ca/
           NTEN http://www.nten.org/
           Idealware http://www.idealware.org/
           AIDS.gov http://aids.gov/using-new-media/
           Beth Kanter http://www.bethkanter.org/
           Health hashtags http://www.symplur.com/healthcare-
             hashtags/
           Non-profit hashtags
             http://www.nten.org/blog/2011/11/08/30-super-
             useful-nonprofit-hashtags-%E2%80%93-twitter-chats-
             too
           Twitter/Facebook Guides
             http://mashable.com/guidebook/

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Social media for small NGOs

  • 1. Slide 1 Strategic Social Media for Small NGOs Presented by Amy Coulterman http://linkd.in/amyc101 @AmyCSays for ICAD-CISD, 20 Feb 2013
  • 2. Slide 2 BUT, I HAVE TO DO IT! Have you created social media accounts because you thought you had to? Everyone’s doing it! It’s free! People will like us! Now you’re probably using 1 or 3 tools and it can seem overwhelming because you’re a small NGO with already overextended staff. But did you think about your strategy much before you created an account for the first time? The aim of my presentation is to offer you some thoughts about strategy instead of offering a how-to. The practical aspects of Twitter, Facebook and other platforms can be easily learned and you can find a lot of tutorials online, but how best to use them for you is something that NGOs often overlook. I also don’t want to throw around a lot of examples because I think they can raise high expectations around what social media can do that don’t match your realities. That is why I am going to get you to rethink your approach about why and how you use them and even if you should use them.
  • 3. Slide 3 Do you have a communications strategy? First things first: do you have a communications strategy? Social media is just a component of a larger communications strategy. Social media can NOT take the place of a communications strategy. You need to get the communications basics in order before you take on social media because it is one tool amongst many that supports your larger plan and vision and your organization’s larger mandate and goals. When you do this, you’ll have a better picture of your next steps.
  • 4. Slide 4 Forrester Research’s “POST” method • P = People • O = Objectives • S = Strategy • T = Technology A good first approach to organizing your thoughts about how to and why use social media is the Forrester Research’s “POST” method, which is used by a great HIV social media team from AIDS.gov in the US. I’m going to use this general outline to work through how you should think about your relationship to social media in your NGO.
  • 5. Slide 5 P = People •Who is your target audience? •What tools are they using? •What are they most comfortable with?
  • 6. Slide 6 O = Objectives •Do you want to listen, talk, raise awareness, increase website traffic, improve your reputation or collaborate with your audience?
  • 7. Slide 7 S = Strategy •What do you want to accomplish? •What resources do you have?
  • 8. Slide 8 T = Technology •Once you've defined your audiences, objectives and strategy, then you can choose the most appropriate technology.
  • 9. Slide 9 Your social media audience Lesson 1: You cannot 'create' a community I credit this insight to a fellow social media enthusiast, Hugh Stephens: you can’t ‘create’ a community because you can only build on what is already there; go where your community is, otherwise, it will be an uphill battle. Social media platforms, in general, are ideal for connecting with those who already know you and like you or are like-minded - so you should aim first to deepen your relationships with these people. What will actually grow your community the most are still your traditional outreach methods that draw people in and get them excited to be involved.# These opportunities are things like fundraising walks, traditional media campaigns and protests. So, although many of you want to increase your followers, you should be realistic about the numbers you can gain. Go to your communications strategy and consider your target audiences and stakeholders. Think of their characteristics and then figure out where you can most effectively target your community.
  • 10. Slide 10 The following information is a representative analysis, but it gives a good overview of the demographics of social media users to provide an idea of where you can find your target audiences. Facebook obviously has the largest overall audience. On average, LinkedIn has a proportion of more educated users.
  • 11. Slide 11 Twitter numbers are probably lower than you thought. Pinterest is dominated by females.
  • 12. Slide 12 Instagram and Tumblr are heavily used by younger users, but Instagram users actually come from a high income bracket.
  • 13. Slide 13 Your social media audience Lesson 2: Not everyone ‘uses’ social media • 46% of users create photos & videos to share • 41% of users share content that others make Now the 2nd lesson: Not everyone uses social media or they don’t use social media in they way you’d hope they do. Only 46% percent of internet users create photos and videos to share; 41% of users share content that others make. This means that there are a lot of people out there who don’t use social media and, if they do use it, don’t engage very much with it meaning many people are passive listeners. You may need to realize that your audience isn’t in reality using the tools you’ve set up in the first place in order to reach them.
  • 14. Slide 14 This means, you may need to rethink your strategy about where you’re focusing your efforts. As this age graph shows, if you are running a design contest targeted at youth, you may try to find them on a site like deviantArt.
  • 15. Slide 15 British Columbia Centre for Excellence in HIV/AIDS Here’s an example of ICAD member the British Columbia Centre for Excellence in HIV/AIDS Facebook page. With a primarily academic, policy and medical audience, they are targeting their supporters with an appropriate balance of content it knows interests them amongst its internal news, external news that highlights its work and its staff and other organizations’ campaigns, reports and presentations. They also have a well run Twitter account. But, in terms of lesson 1, I also think that they could use LinkedIn or academic.edu effectively, too, because of the types of professionals it works with - on there they could share their reports and create a network of people researching their interests. If, after trying LinkedIn for a while, they found it was a better way to connect with their target audience, they could drop their Facebook page so they don’t feel overwhelmed. Also, while they have a news section on their website, they don’t have a blog and I think a blog would be an ideal feature in terms of reaching out to the general population because in a blog they could introduce their research in a way that would allow the public to understand it better. So, think again about where your audience is and what you want from them and focus on the sites where you can reach them.
  • 16. Slide 16 Objective Realism Lesson 3: Social media takes time
  • 17. Slide 17 Posting guidelines • 2-3 times/day on Facebook • 4-5 times/day on Twitter • 4-5 times/week on LinkedIn • Blogging...it depends! Now, your objectives. Think realistically about the time involved in ‘doing’ social media and the frequency with which you have to offer content: ideally posting 2-3 times/day on Facebook, 4-5 times/day on Twitter, 4-5 times/week on LinkedIn and, depending on your content and needs, you may blog a few times a week or a few times a month, but what matters with blogs is the quality of content and the consistency with which you post.
  • 18. Slide 18 http://gigaom.com/2010/12/01/how-much-time-does-social-media-marketing-take/ The amount of time you can offer will determine the level at which you can realistically engage. If your objectives are high, then you have to budget for the time needed. If you can’t or don’t want to put in the time to use a platform properly then lower your expectations about what you can get out of it or don’t use it because it’s better not to have something than to use it poorly. Nothing’s worse than seeing a Twitter account that only has a few tweets a month - that means it doesn’t add value to what you are already doing and is a waste of time. Also, think about what kind of resources you can provide. Will you use the time of a volunteer, one or two employees, a consultant or everyone in the office? What kind of training or support do these people need? Assess your assets because how much time, resources and energy these people can commit will also determine what you will use and how you will use it.
  • 19. Slide 19 Objective Realism Lesson 4: You need to 'own' it Most importantly, think of the long term implications and investment. Don’t depend only on short term solutions like interns and volunteers. You need to make sure that social media usage is an investment by the whole organization - everyone in your NGO needs to ‘own’ it, which means that everyone should at least understand the importance of social media to your public presence and give you the space to do what you want and need to do. Your employees understand the ‘voice’ of your organization and you should trust them to represent it online.
  • 20. Slide 20 Josette Sheeran, WEF It’s clear that an organization is dedicated to social media when their leader is heavily involved in it as well. Josette Sheeran, present vice-chair of the World Economic Forum and previously very active as the head of the WFP, is a great example of this. In her tweets she highlights her cause, speaks to other Twitter users and gives something of her personality. I’m not saying that everyone should do this because a personal account is not for every NGO but, in addition to an official account, if you have or you want a strong personality-led organization or if you don’t think you can properly keep up an official NGO account because of time or you don’t have much to post about, an employee spokesperson account can be an alternative.
  • 21. Slide 21 Using your technology Lesson 5: Take time to research and listen Many of you are looking to pick up the pace of interest in your organization online. You have the accounts set up and you want to increase numbers and really use the tools in the best ways. So, here are some pointers. First, take the time to RESEARCH and LISTEN to the conversations out there. Read blogs, explore what news people are talking about and note what other organizations like yours are doing within their means. This will help you to figure out how best to use the tools.
  • 22. Slide 22 For example, you can follow certain hashtags related to your cause and see what people are sharing and talking about like under #hivcan, Canada’s HIV hashtag. And lurk or start sharing in weekly Twitter chats like the non-profit #commschat which happens once a week at a specific date and time.
  • 23. Slide 23 Using your technology Lesson 6: Share, collaborate, converse - ENGAGE
  • 24. Slide 24 • 80% of posts should be entertaining, helpful, informative • 20% of posts can be self-promotional • Respond and say thank you! Now, sharing your news and sharing others’ news can offer interesting content to your followers, but in the long term you really need to focus on the key aim of social media: engagement. Collaborating and conversing is how you help your supporters be ‘more awesome’, so remember to respond to people, engage in debate and say thank you. So get out and ask for conversations - this deepens your relationship with the people who like you. And you can easily get into conversations with the more active users, other organizations, politicians, journalists and those who in fundraising speak are your ‘key influencers’. And make sure your content follows good social media guidelines: 80% of posts should be entertaining, helpful or informative and 20% can be self-promotional.
  • 25. Slide 25 International Planned Parenthood Federation The International Planned Parenthood Federation Twitter account is an excellent example of good practices. First, they employ humour and they have a ‘personality’. Most importantly, they offer support, retweet like-minded organizations and actually engage in conversations - in the past even I’ve even had a couple of chats with them about news items they posted!
  • 26. Slide 26 • Make sure you have metrics and measure! http://socialmediamarketinguniversity.com/google-analytics-news-metrics-blog/ You will need to create metrics that you will monitor and evaluate for whichever tools you use and goals you have. Social media measurement is actually done very infrequently by many NGOs, but you need to realize it can be very valuable for your strategizing and reporting. Based on your objectives, what would success look like to you? Donations of money or volunteer time; increased website hits, reach or awareness, improved relationships, engagement with stakeholders, changes in behaviour of the target audience, etc. You can measure these things with tools like Google Analytics. Then your reports and results can help you adapt your approach in the long-run - it takes time to figure out what works best for you and for your audience, so give it a few months.
  • 27. Slide 27 • Have a wider communications strategy • Write out your POST (People, Objectives, Strategy, Technology) • Pick your tools based on: your intended audience(s); where the communities are; the time and human resources you have; how much time each tool needs to be used in the way you want • Create a culture of ownership • Learn about how best to use your tools (listening and engagement) • Create and follow metrics based on objectives • Keep trying!
  • 28. Slide 28 Key takeaways • Do only what’s possible to do well within your means • It’s okay NOT to do it all!
  • 29. Slide 29 A few great non-profit resources: Techsoup Canada http://www.techsoupcanada.ca/ NTEN http://www.nten.org/ Idealware http://www.idealware.org/ AIDS.gov http://aids.gov/using-new-media/ Beth Kanter http://www.bethkanter.org/ Health hashtags http://www.symplur.com/healthcare- hashtags/ Non-profit hashtags http://www.nten.org/blog/2011/11/08/30-super- useful-nonprofit-hashtags-%E2%80%93-twitter-chats- too Twitter/Facebook Guides http://mashable.com/guidebook/