The document outlines Emily Davis's presentation on the role of social media in nonprofit governance and fundraising. The presentation covers: 1) making the case for social media use by nonprofits; 2) 10 tips for using social media, including having a plan, adding value, and recognizing that not everyone engages with social media; and 3) the role of board members and policies in governing a nonprofit's social media use. The goal is to help nonprofits strategically leverage social media to further their missions.
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
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
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
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