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1 
Governance: 
What’s 
Social 
Media 
Got 
To 
Do 
With 
It 
Emily 
Davis, 
MNM, 
CGT 
Emily 
Davis 
Consulting 
© 
Emily 
Davis 
Consul0ng, 
2014 
/emilydavisconsulting /AskEmilyD
2 
Turn 
On 
Your 
Tech 
Follow 
the 
conversation… 
@AskEmilyD 
@BoardSource 
#BLF2014 
#governance 
#nonprofit 
#socialmedia 
#leadership 
/emilydavisconsulting /AskEmilyD
3 
A 
Little 
About 
Me… 
§ Nonprofit 
professional 
§ Founder 
§ Board 
member 
§ AFP 
Author 
§ MNM 
§ 21/64 
Consultant 
§ BoardSource 
CGT 
§ Donor 
§ Translator 
§ Late 
adopter 
/emilydavisconsulting /AskEmilyD
4 
A 
Little 
About 
You… 
30 seconds or less 
/emilydavisconsulting /AskEmilyD 
Name 
& 
Title 
1 
Question 
for 
Today 
1 
Social 
Media 
Buzz 
Word
5 
Today’s 
Agenda 
§ Make 
the 
case 
for 
social 
media 
§ 10 
tips 
for 
social 
media 
§ Board 
member 
engagement 
§ Role 
and 
value 
of 
policies 
/emilydavisconsulting /AskEmilyD
6 
Board 
Roles 
& 
Responsibilities 
Set 
organizational 
direction 
Provide 
oversight 
Ensure 
necessary 
resources 
/emilydavisconsulting /AskEmilyD
7 
Understanding 
Social 
Networks 
“Organizations 
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 
relationships 
within 
them 
to 
engage 
and 
activate 
them 
for 
their 
organizations’ 
efforts.” 
(Fine 
and 
Kanter, 
2010) 
/emilydavisconsulting /AskEmilyD
8 
What 
are 
your 
fears? 
/emilydavisconsulting /AskEmilyD
9 
What 
Stinks?! 
/emilydavisconsulting /AskEmilyD
10 
What 
Rocks? 
/emilydavisconsulting /AskEmilyD
11 
Why 
Social 
Media 
at 
all? 
§ Position 
as 
an 
expert 
§ Connect 
& 
collaborate 
§ New 
resources 
& 
ideas 
§ Outreach 
& 
awareness 
§ Develop 
brand 
§ Low 
cost 
/emilydavisconsulting /AskEmilyD
12 
Social 
Media 
Lifecycle 
/emilydavisconsulting /AskEmilyD 
* 
The 
Networked 
Nonprofit, 
2010
13 
/emilydavisconsulting /AskEmilyD 
Crawl 
CHARACTERISTICS 
AREAS 
OF 
IMPROVEMENT 
FIRST 
STEPS 
§ Not 
using 
social 
media 
consistently 
§ Resistant 
to 
change 
§ Struggle 
with 
control 
§ Need 
basic 
marketing 
plan 
(i.e. 
branding, 
print 
materials, 
online 
outreach, 
etc.) 
§ Leadership-­‐driven 
change 
in 
culture 
to 
adopt 
online 
engagement 
1. Develop 
communications 
strategy 
(audience, 
goals 
& 
objectives, 
etc.) 
2. Listen 
& 
develop 
online 
presences 
3. Leadership 
initiated 
discussion 
about 
engagement 
* 
The 
Networked 
Nonprofit, 
2010
14 
/emilydavisconsulting /AskEmilyD 
Walk 
CHARACTERISTICS 
AREAS 
OF 
IMPROVEMENT 
FIRST 
STEPS 
§ Using 
1 
or 
more 
social 
media 
platforms, 
but 
not 
consistently 
§ Online 
presence 
connected 
to 
marketing 
goals 
§ Learn 
& 
use 
best 
practices 
§ Focus 
on 
1 
– 
2 
social 
media 
platforms 
§ Need 
to 
link 
to 
campaign, 
program(s), 
objective(s) 
§ Need 
to 
link 
goals, 
objectives, 
and 
activities 
§ Need 
to 
identify 
audiences 
§ Collect 
data 
for 
measurement 
1. Low-­‐risk 
pilot 
program 
to 
demonstrate 
ROI 
2. Build 
implementation 
capacity 
internally 
3. Create/revise 
social 
media 
policy 
4. Integrate 
and 
document 
measurement 
data 
* 
The 
Networked 
Nonprofit, 
2010
15 
/emilydavisconsulting /AskEmilyD 
Run 
CHARACTERISTICS 
AREAS 
OF 
IMPROVEMENT 
FIRST 
STEPS 
§ Strategic 
use 
of 
multiple 
social 
media 
tools 
§ Part 
time 
or 
full 
time 
staff 
for 
digital 
communications 
§ Board 
using 
social 
media 
in 
governance 
§ Social 
media 
usage 
integrated 
throughout 
org 
§ Has 
developed 
relationships 
& 
technology 
integration 
§ Need 
more 
sophisticated 
measurement 
tools 
§ Find 
ways 
to 
increase 
involvement 
from 
staff 
across 
the 
organization 
1. Social 
media 
staff 
trains 
& 
coaches 
other 
org 
staff 
2. Research 
more 
sophisticated 
measurement 
data, 
tools, 
and 
processes 
3. Evaluate, 
revise 
strategies 
4. Share 
success 
stories 
with 
other 
orgs 
* 
The 
Networked 
Nonprofit, 
2010
16 
/emilydavisconsulting /AskEmilyD 
Fly 
CHARACTERISTICS 
§ Embracing 
culture 
of 
learning 
§ Use 
social 
media 
data 
to 
help 
the 
leadership 
guide 
decisions 
§ Demonstrate 
clear 
and 
compelling 
results 
§ Networked 
with 
other 
organizations 
showing 
similar 
success 
§ Internalized 
social 
media 
communication 
best 
practices 
including: 
o Strategy 
o Implementation 
o Integration 
o Evaluation 
* 
The 
Networked 
Nonprofit, 
2010
* 
Fundraising 
& 
the 
Next 
Generation, 
2012 
17 
10 
Tips 
for 
Using 
Social 
Media 
1. 
Social 
media 
is 
A 
tool 
/emilydavisconsulting /AskEmilyD 
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
18 
1. 
Communications 
Evolution 
/emilydavisconsulting /AskEmilyD 
Traditionalists 
Postal Mail 
Phone calls 
Boomers 
Television 
Facebook 
Email 
Generation X 
Websites 
E-newsletters 
Email 
Millenials (Gen Y) 
Social 
Media 
Websites 
Mobile 
Generation Z 
??? 
Adapt 
or die! 
Every 
generation 
teaches us new 
technology
19 
Check 
out 
the 
channels… 
/emilydavisconsulting /AskEmilyD
20 
2. 
What 
Seeds 
Have 
You 
Planted? 
§ Up-to-date database 
§ Specific, targeted 
outreach 
§ Phone calls 
§ In person meetings 
§ Website 
§ E-newsletter 
§ Social media postings 
§ Matching gifts 
§ Challenge grants 
§ Policies 
/emilydavisconsulting /AskEmilyD
21 
/emilydavisconsulting /AskEmilyD 
3. 
Add 
Value
22 
4. 
Two 
Way 
Street 
§ Be 
ready 
to 
respond 
§ Don’t 
wait 
to 
comment 
§ Offer 
ideas 
§ Ask 
questions 
§ Welcome 
feedback 
§ Celebrate 
successes 
§ Educate 
and 
share 
impact 
/emilydavisconsulting /AskEmilyD
23 
Social 
Media 
Policies 
/emilydavisconsulting /AskEmilyD
24 
External 
Policy 
/emilydavisconsulting /AskEmilyD
25 
Internal 
Policy 
/emilydavisconsulting /AskEmilyD
26 
Fundraising 
Process 
NEW 
DONORS 
direct 
mail, 
events 
ANNUAL 
DONORS 
Direct 
appeals, 
volunteer 
involvement 
MAJOR 
DONORS 
Personal 
asks 
Committee 
& 
board 
involvement 
PLANNED 
GIFTS 
Personal 
asks, 
personal 
involvement, 
Could 
be 
anyone! 
/emilydavisconsulting /AskEmilyD
27 
5. 
Ladder 
of 
Engagement 
/emilydavisconsulting /AskEmilyD 
Awareness 
about 
service 
or 
giving 
Interest 
in 
learning 
about 
service 
or 
giving 
Desire 
to 
buy 
service 
from 
org 
or 
donate 
Action 
when 
service 
purchased 
or 
donation 
is 
made 
*© 2010 Beth Kanter
28 
Social 
Media 
Ladder 
Happy 
bystanders 
(Listen) 
Spreaders 
(Share) 
Clients 
(Money) 
Evangelists 
(Ask) 
Instigators 
(Create) 
/emilydavisconsulting /AskEmilyD 
*© 2010 Beth Kanter
29 
Relationships 
Don’t 
Change 
§ Cultivate, steward, & 
solicit 
§ Recognize 
§ Multi-channel 
communications 
§ Meet one-on-one 
§ Develop ambassadors 
§ Stewardship rather 
than solicitation 
§ Effective database 
/emilydavisconsulting /AskEmilyD
30 
Let’s 
Break 
for 
Questions 
/emilydavisconsulting /AskEmilyD
31 
6. 
The 
Next 
Generation 
/emilydavisconsulting /AskEmilyD
32 
Media 
Representation 
/emilydavisconsulting /AskEmilyD
33 
7. 
It 
Ain’t 
Free 
“Many 
nonprofits 
(particularly 
the 
smaller 
ones) 
lack 
the 
resources 
to 
communicate 
effectively. 
The 
Internet 
offers 
the 
opportunity 
to 
cost-­‐effectively 
build 
a 
community 
of 
supporters.” 
-­‐-­‐ePhilanthropyFoundation.org 
/emilydavisconsulting /AskEmilyD
34 
8. 
Not 
Everyone 
Diggs 
It 
/emilydavisconsulting /AskEmilyD
35 
9. 
Investing 
Social 
Media 
/emilydavisconsulting /AskEmilyD
36 
10. 
Have 
a 
Plan 
Set 
Purpose(s) 
Goals 
& 
Objectives 
Tools 
& 
Strategies 
Implementation 
Evaluation 
/emilydavisconsulting /AskEmilyD
37 
Planning 
Process 
/emilydavisconsulting /AskEmilyD 
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
38 
Please 
Don’t 
§ Ignore 
stakeholder 
input 
§ Make 
it 
hard 
to 
participate 
§ Stray 
from 
being 
unique 
§ Talk 
all 
about 
yourself 
§ Forget 
to 
acknowledge, 
connect 
to 
impact 
/emilydavisconsulting /AskEmilyD
39 
Don’t 
Forget… 
§ Social 
media 
is 
as 
much 
art 
as 
it 
is 
science. 
§ Every 
org 
has 
different 
experiences. 
§ We 
are 
all 
learning. 
§ Social 
media 
is 
always 
evolving. 
§ Ten 
Tips 
to 
Using 
Social 
Media 
as 
a 
foundation. 
§ Listen 
and 
learn! 
/emilydavisconsulting /AskEmilyD
40 
Final 
Question 
Time! 
/emilydavisconsulting /AskEmilyD
41 
Have 
a 
Giggle 
/emilydavisconsulting /AskEmilyD
42 
/emilydavisconsulting /AskEmilyD 
Thank 
you! 
Emily 
Davis, 
MNM 
Emily 
Davis 
Consulting 
(720) 
515-­‐0581 
emily@emilydavisconsulting.com 
emilydavisconsulting.com 
emilydavisconsulting.com/blog

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Governance: What's Social Media Got To Do With It?

  • 1. 1 Governance: What’s Social Media Got To Do With It Emily Davis, MNM, CGT Emily Davis Consulting © Emily Davis Consul0ng, 2014 /emilydavisconsulting /AskEmilyD
  • 2. 2 Turn On Your Tech Follow the conversation… @AskEmilyD @BoardSource #BLF2014 #governance #nonprofit #socialmedia #leadership /emilydavisconsulting /AskEmilyD
  • 3. 3 A Little About Me… § Nonprofit professional § Founder § Board member § AFP Author § MNM § 21/64 Consultant § BoardSource CGT § Donor § Translator § Late adopter /emilydavisconsulting /AskEmilyD
  • 4. 4 A Little About You… 30 seconds or less /emilydavisconsulting /AskEmilyD Name & Title 1 Question for Today 1 Social Media Buzz Word
  • 5. 5 Today’s Agenda § Make the case for social media § 10 tips for social media § Board member engagement § Role and value of policies /emilydavisconsulting /AskEmilyD
  • 6. 6 Board Roles & Responsibilities Set organizational direction Provide oversight Ensure necessary resources /emilydavisconsulting /AskEmilyD
  • 7. 7 Understanding Social Networks “Organizations 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 relationships within them to engage and activate them for their organizations’ efforts.” (Fine and Kanter, 2010) /emilydavisconsulting /AskEmilyD
  • 8. 8 What are your fears? /emilydavisconsulting /AskEmilyD
  • 9. 9 What Stinks?! /emilydavisconsulting /AskEmilyD
  • 10. 10 What Rocks? /emilydavisconsulting /AskEmilyD
  • 11. 11 Why Social Media at all? § Position as an expert § Connect & collaborate § New resources & ideas § Outreach & awareness § Develop brand § Low cost /emilydavisconsulting /AskEmilyD
  • 12. 12 Social Media Lifecycle /emilydavisconsulting /AskEmilyD * The Networked Nonprofit, 2010
  • 13. 13 /emilydavisconsulting /AskEmilyD Crawl CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS § Not using social media consistently § Resistant to change § Struggle with control § Need basic marketing plan (i.e. branding, print materials, online outreach, etc.) § Leadership-­‐driven change in culture to adopt online engagement 1. Develop communications strategy (audience, goals & objectives, etc.) 2. Listen & develop online presences 3. Leadership initiated discussion about engagement * The Networked Nonprofit, 2010
  • 14. 14 /emilydavisconsulting /AskEmilyD Walk CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS § Using 1 or more social media platforms, but not consistently § Online presence connected to marketing goals § Learn & use best practices § Focus on 1 – 2 social media platforms § Need to link to campaign, program(s), objective(s) § Need to link goals, objectives, and activities § Need to identify audiences § Collect data for measurement 1. Low-­‐risk pilot program to demonstrate ROI 2. Build implementation capacity internally 3. Create/revise social media policy 4. Integrate and document measurement data * The Networked Nonprofit, 2010
  • 15. 15 /emilydavisconsulting /AskEmilyD Run CHARACTERISTICS AREAS OF IMPROVEMENT FIRST STEPS § Strategic use of multiple social media tools § Part time or full time staff for digital communications § Board using social media in governance § Social media usage integrated throughout org § Has developed relationships & technology integration § Need more sophisticated measurement tools § Find ways to increase involvement from staff across the organization 1. Social media staff trains & coaches other org staff 2. Research more sophisticated measurement data, tools, and processes 3. Evaluate, revise strategies 4. Share success stories with other orgs * The Networked Nonprofit, 2010
  • 16. 16 /emilydavisconsulting /AskEmilyD Fly CHARACTERISTICS § Embracing culture of learning § Use social media data to help the leadership guide decisions § Demonstrate clear and compelling results § Networked with other organizations showing similar success § Internalized social media communication best practices including: o Strategy o Implementation o Integration o Evaluation * The Networked Nonprofit, 2010
  • 17. * Fundraising & the Next Generation, 2012 17 10 Tips for Using Social Media 1. Social media is A tool /emilydavisconsulting /AskEmilyD 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
  • 18. 18 1. Communications Evolution /emilydavisconsulting /AskEmilyD Traditionalists Postal Mail Phone calls Boomers Television Facebook Email Generation X Websites E-newsletters Email Millenials (Gen Y) Social Media Websites Mobile Generation Z ??? Adapt or die! Every generation teaches us new technology
  • 19. 19 Check out the channels… /emilydavisconsulting /AskEmilyD
  • 20. 20 2. What Seeds Have You Planted? § Up-to-date database § Specific, targeted outreach § Phone calls § In person meetings § Website § E-newsletter § Social media postings § Matching gifts § Challenge grants § Policies /emilydavisconsulting /AskEmilyD
  • 22. 22 4. Two Way Street § Be ready to respond § Don’t wait to comment § Offer ideas § Ask questions § Welcome feedback § Celebrate successes § Educate and share impact /emilydavisconsulting /AskEmilyD
  • 23. 23 Social Media Policies /emilydavisconsulting /AskEmilyD
  • 24. 24 External Policy /emilydavisconsulting /AskEmilyD
  • 25. 25 Internal Policy /emilydavisconsulting /AskEmilyD
  • 26. 26 Fundraising Process NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal asks Committee & board involvement PLANNED GIFTS Personal asks, personal involvement, Could be anyone! /emilydavisconsulting /AskEmilyD
  • 27. 27 5. Ladder of Engagement /emilydavisconsulting /AskEmilyD Awareness about service or giving Interest in learning about service or giving Desire to buy service from org or donate Action when service purchased or donation is made *© 2010 Beth Kanter
  • 28. 28 Social Media Ladder Happy bystanders (Listen) Spreaders (Share) Clients (Money) Evangelists (Ask) Instigators (Create) /emilydavisconsulting /AskEmilyD *© 2010 Beth Kanter
  • 29. 29 Relationships Don’t Change § Cultivate, steward, & solicit § Recognize § Multi-channel communications § Meet one-on-one § Develop ambassadors § Stewardship rather than solicitation § Effective database /emilydavisconsulting /AskEmilyD
  • 30. 30 Let’s Break for Questions /emilydavisconsulting /AskEmilyD
  • 31. 31 6. The Next Generation /emilydavisconsulting /AskEmilyD
  • 32. 32 Media Representation /emilydavisconsulting /AskEmilyD
  • 33. 33 7. It Ain’t Free “Many nonprofits (particularly the smaller ones) lack the resources to communicate effectively. The Internet offers the opportunity to cost-­‐effectively build a community of supporters.” -­‐-­‐ePhilanthropyFoundation.org /emilydavisconsulting /AskEmilyD
  • 34. 34 8. Not Everyone Diggs It /emilydavisconsulting /AskEmilyD
  • 35. 35 9. Investing Social Media /emilydavisconsulting /AskEmilyD
  • 36. 36 10. Have a Plan Set Purpose(s) Goals & Objectives Tools & Strategies Implementation Evaluation /emilydavisconsulting /AskEmilyD
  • 37. 37 Planning Process /emilydavisconsulting /AskEmilyD 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
  • 38. 38 Please Don’t § Ignore stakeholder input § Make it hard to participate § Stray from being unique § Talk all about yourself § Forget to acknowledge, connect to impact /emilydavisconsulting /AskEmilyD
  • 39. 39 Don’t Forget… § Social media is as much art as it is science. § Every org has different experiences. § We are all learning. § Social media is always evolving. § Ten Tips to Using Social Media as a foundation. § Listen and learn! /emilydavisconsulting /AskEmilyD
  • 40. 40 Final Question Time! /emilydavisconsulting /AskEmilyD
  • 41. 41 Have a Giggle /emilydavisconsulting /AskEmilyD
  • 42. 42 /emilydavisconsulting /AskEmilyD Thank you! Emily Davis, MNM Emily Davis Consulting (720) 515-­‐0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog