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Back to Basics: Developing a Social Media
Strategy for Your Organization
                                     April 19, 2012




Generously supported by
     PwC Canada:
What is CanadaHelps?
  A public charitable foundation that provides accessible and
  affordable online technology to both donors and charities.

For Charities
   A cost-effective means of raising funds online.

For Donors
   A one-stop-shop for giving.

              CanadaHelps is a charity helping charities.
                 CanadaHelps is giving made simple.
PricewaterhouseCoopers LLP   3
About PwC

 •PwC provides industry focused assurance, advisory and tax
 services for public, private and government clients in four areas:


               • Corporate Accountability

               • Risk management

               • Structuring and mergers and acquisitions

               • Performance and process improvement
 •Part of a global network of firms – 154,000 people in 153 countries

 •PwC service areas include our multi-disciplinary Not for Profit
 and Sustainable Business Solutions Practices


PricewaterhouseCoopers LLP                                              4
PwC Canada Foundation



  PwC established a charitable Foundation in 2004.

                      Its mission is to help
           build and empower community leadership
            by helping employees sharing their time,
                    expertise and resources.




PricewaterhouseCoopers LLP                             5
PwC community impacts




 The total number of volunteer hours donated by PwC employees
 during work hours over the past seven years.




                             90,000
PricewaterhouseCoopers LLP                                      6
How PwC looks at the work of our sector


                             Thought Leadership
                             Publication:
                             Capacity Building: Investing in
                             not-for-profit effectiveness

                             Read more about the initiative:
                             www.pwc.com/ca/capacitybuilding

                             Twitter: @CSRjames
                             James Temple
                             Director, Corporate Responsibility,
                             PwC
PricewaterhouseCoopers LLP
Who are you?
Basic Social Media Strategy
It’s time to get deliberate about our use
              of social media
The #1 factor for
determining success
on social media:
having a strategy.
• Canada leads the world in online engagement
• Focus on video: Canadians love YouTube
The SECRET TO SOCIAL MEDIA SUCCESS is…
Strong              Good
COMMUNITY           CONTENT
         Supported by:
   • Structured PLANNING
   • Social CULTURE
   • Willingness to MEASURE &
     LEARN
   • ACTIONS
Agenda
Be Social

  Planning

   Community

  Content

Measure & Learn
Source: Beth Kanter, bethkanter.org
BE SOCIAL
Letting Go
   • Control
   • YOUR attachment to
     the organization
   • Doing what “we’ve
     always done”
Opening Up
   • To meaningful
     involvement from
     donors, clients,
     volunteers, public
     etc…
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Your
Your CAUSE   INSTITUTION
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Source: The Networked Nonprofit by Allison Fine and Beth Kanter
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
 8pm July 6th
Story posted 5am July
6th
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Where Do You Fit?
• How is your organization embracing
  the social culture shift?
• What barriers do you face?




   Culture Shift
Tips for Getting Buy-In
• Sign people up for tools to reduce fear
  (Twitter, Google Reader, alerts etc…)
• Seek out example organizations and show
  their success
• Search for your organization & show the
  conversation’s already happening
Bust Myths
• Bust myths:
  – 73% of donors gave online in 2010
  – Baby boomers are the biggest cohort of online donors
    in Canada
  – More than 17 million Canadians use Facebook
  – Per capita, Canadians watch more YouTube videos
    than any other country
Think Social
• Conversation, not
  promotion
• Show personality
• Be quick
• Add value
Always Be Listening
• Google alerts
• Follow example brands and nonprofits
• Google Reader, Twitter, e-newsletters
Plug In to Networks
• Join and participate in conversations
  happening online
Social By Design (not by accident)
                 • Put people at the
                   heart of your
                   campaign design
PLANNING
How your organization uses social media
                   •   Marketing and publicity
                   •   Fundraising, donor engagement
                       and retention
                   •   Connecting with others around
                       your cause
                   •   Building relationship and online
                       community
                   •   Collaboration and collective action
                   •   Sharing expertise on our issues
                   •   Movement building and social
                       change
• Gain exposure
                   • Engagement
                   • Influence
                   • Action
                   • Create lasting
                     impact
                   • Offer support

Set Goals
  From Don Bartholomew: http://metricsman.wordpress.com/
EXAMPLE #1
 Collaboration and collective action around an
 unfair piece of legislation
GOALS
 • Connect with like-minded organizations to
   coordinate actions
 • Energize an online community to take action
Pick the Right Tools
• Which tools best support your goals?
• Where’s your audience?
• What capacity do you have?
EXAMPLE #2
 Share expertise on our cause within our local
 community.
GOALS
 • Use our blog to position ourselves as the go-to
   source for local media on our issue
 • Lead conversations with other local organizations
   about key issues relating to our mission.
Tools You Can Use
THE BIG FOUR:
• Facebook, Twitter,
  LinkedIn, YouTube

OTHERS TO EXPLORE:
• Blogs, Google+, Tumblr,
  Foursquare, Pinterest,
  Instagram (now owned by
  Facebook)
Fish Where the
    Fish Are
• 25% of all time
  online is spent
  on Facebook
• Survey
  supporters about
  the tools they
  use
Define Roles
• Determine the right people for executing
  social media
• Train accordingly
Draft your Social Media Guidelines
       •   Responsibility
       •   Transparency
       •   Copyright
       •   Proprietary Information
Social Media Guidelines
            • Privacy and personal
              information
            • Respect
            • Good judgement
            • Productivity
            • Personal use of social
              media
COMMUNITY
Role of Community
      Manager
• Understand & advocate
  for the community
• Listen & engage
• Problem solve & prevent
  crises
• First point-of-contact
• Lead the community to
  action
Characteristics of a
 Good Community
    Manager
• Have a personality
• Be passionate about
  the cause
• Care about the
  community
• Leadership
• Don’t try to control
• Be prepared
Have a Vision for Success
• Strong online communities have a clear rallying cry and
  committed members
• What would your ideal online community look like?
• What actions would they take?
• Who are they? (Middle-aged men, young
  mothers, teens from Parkdale etc…)
• Motivations
• Other communities & online activities


       Know Your Community
Source: Beth Kanter, bethkanter.org
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Nurture All Community Members
  Happy
                 Spreaders          Donors          Evangelists      Instigators
Bystanders
                     Engaging,
    Regular                          Reasons to        Resources &        Ongoing
                    interesting
 communication                          give              tools           support
                      content


                  Links to easily                     Peer-to-peer      Recognition
                                     Thanks and
                  share content                        fundraising
                                       praise!

                                                      Good stories     Creative ideas
                                    Stories about
                                                       they can
                                    the impact of
                                                        spread
                                     their giving
                                                                       Opportunities
                                                                        to engage
                                                                          offline
• Statement of purpose for
  the community
• Community rules around
  respect
• Moderation and deletion
  of comments
• Privacy statement
• How you will use the
  posts (i.e. marketing
  material, fundraising
  etc…)
• Prohibited posts


               Terms of Use
Think Multi-Channel
• Engage on other media
• Collect contact information when possible
• Provide offline opportunities when possible
Look Outside




• Find your ideal community on other networks
• Join the ongoing conversation
• Mobilize fundraising campaign with existing
  network
CONTENT
Know Your Audience
• Define your key audiences
• Describe them
   –   Get specific
   –   What do they do?
   –   What do they care about?
   –   What moves them to action?
• What do we want them to do?
Messaging that Gets Remembered

                •   Simple
                •   Unexpected
                •   Concrete
                •   Credible
                •   Emotional
                •   Stories
More Principles of Social Content

•   Short
•   Personal
•   Shareable
•   Easy calls to action
STORIES!
• Stories often make the best content, but
  charities are really bad at telling them
Tim Horton’s
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
• Remember the number ONE
  • Focus on HOPE, HUMOUR, SURPRISE,
    EMPATHY [less on fear, anger, hurt]
  • Appeal to IDENTITY (from Made to Stick)


PRINCIPLES OF GOOD STORYTELLING
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Other Good Social Content

• Resources, useful information, educational… but
  make it stick
• Events/urgencies
• Controversies, thought-provokers
• Reviews
• Questions, conversation-starters
Stats & Data
 •   Use with caution
 •   Make them concrete
 •   Make them relevant
 •   Focus on one stat at a
     time
The rule of thirds
• Re-use existing
  content,
  ADAPTED TO
  SOCIAL
  PLATFORMS
• Use content
  across
  platforms


         Recycle Content
MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.
Content for Fundraising

• Stories about impact
• Peer-to-peer
  campaigns
• Clear, concrete calls
  to action
MEASURE & LEARN
STEP 1: Set Clear Objectives

• Review your goals
• Set measurable
  objectives that will
  allow you to achieve
  your goals
Smart Objectives
  •   Specific
  •   Measurable
  •   Actionable
  •   Realistic
  •   Time-specific
EXAMPLE #2
 Share expertise on our cause within our local
 community.
GOALS
 • Use our blog to position ourselves as the go-to
   source for local media on our issue
 • Lead conversations with other local organizations
   about key issues relating to our mission.
Smart Objectives
• Increase blog subscribers by
  50% over the next 12 months
• 30% of blog posts contain
  active discussion in the
  comments about the issues
  raised – more than 3
  comments
• Increase website traffic from
  blog by 100% over next 12
  months
• Increase media calls related to
  blog topics by 25% over the
  next two years.
STEP 2: Select Metrics
Social Media Data

•   Subscribers/ Unsubscribes
•   Followers/ Unfollows
•   Comments/ Unique commenters
•   Favourites
•   Video/photo views
•   Retweets
•   Likes
•   Page/post views
•   # of posts
Social Media Data
•   Most popular posts
•   Conversations
•   Feedback
•   Repeat supporters
•   Comments
•   Recommendations
•   Click-throughs
•   Donations
•   Sign-ups
Your Measurement Tools
• Google Analytics
• Google Alerts
• Twitter search
• Facebook Insights
• Blog statistics
• Hootsuite
• Bit.ly & other link
  trackers (Trick.ly)
• Surveys
Spreadsheets!
STEP 3: Learn & Take Action!
Take Action
• Listen, learn, and adapt.
• Which posts generate conversation and
  sharing? Which don’t?
Try an Experiment!
          • Try a time-limited
            experiment on one
            of the tools
          • Reflect on what
            worked and what
            didn’t
Strong              Good
COMMUNITY           CONTENT
         Supported by:
   • Structured PLANNING
   • Social CULTURE
   • Willingness to MEASURE &
     LEARN
   • ACTIONS
ABOUT MYCHARITYCONNECTS
www.mycharityconnects.org
free online resources
 Information about
  technology and social media
 Webinars
 Past webinar slides
 Learning opportunities
 Events across the country
MyCharityConnects Conference 2012
         JUNE 12 – 13 | Allstream Centre, Toronto




                 Collaborate to build a stronger sector.
                 Innovate to solve complex problems.
          Celebrate our work and the difference we’re making.


• Join non-profits from across Canada and social media
  experts for the premier social media and online
  fundraising learning opportunity of the year.
• Registration opens in February

      www.mycharityconnects.org/conference
2012 MyCharityConnects Webinars
                www.mycharityconnects.org/webinars

Join us for these FREE online information sessions that cover topics relating to online technology,
social media and fundraising. Registration is open to employees, volunteers, and board members of
Canadian charities and nonprofits.




April 25 - Essential Twitter Tips for Your Charity
May 9 - Preparing for a Website Redesign
May 23 - Editorial Calendar Essentials: Organize &
Plan Your Online Communications
June 27 - Elements of a Great YouTube Video
2012 MyCharityConnects Workshops
               www.mycharityconnects.org/workshops

 CanadaHelps often conducts workshops on the topics of online fundraising and social media in
 communities across Canada. Registration is open to employees, volunteers, and board members of
 Canadian charities and nonprofits.

Rationalizing Social Media: Strategy and Cost-Benfit Analysis of
Fundraising through Social Media
• April 19 – Victoria, BC (generously supported by PwC; presented in
  collaboration with United Way of Greater Victoria)

Back to Basics: Developing a Social Media Strategy for Your Organization
• April 26 – Barrie, ON (presented in collaboration with Barrie Public
  Library)
for more great resources…
PricewaterhouseCoopers LLP
Questions?
      THANK YOU!
 karag@canadahelps.org
     @CanadaHelps
www.mycharityconnects.org

  Generously supported
    by PwC Canada:

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MyCharityConnects Victoria - Back to Basics: Developing a Social Media Strategy for Your Org.

  • 1. Back to Basics: Developing a Social Media Strategy for Your Organization April 19, 2012 Generously supported by PwC Canada:
  • 2. What is CanadaHelps? A public charitable foundation that provides accessible and affordable online technology to both donors and charities. For Charities A cost-effective means of raising funds online. For Donors A one-stop-shop for giving. CanadaHelps is a charity helping charities. CanadaHelps is giving made simple.
  • 4. About PwC •PwC provides industry focused assurance, advisory and tax services for public, private and government clients in four areas: • Corporate Accountability • Risk management • Structuring and mergers and acquisitions • Performance and process improvement •Part of a global network of firms – 154,000 people in 153 countries •PwC service areas include our multi-disciplinary Not for Profit and Sustainable Business Solutions Practices PricewaterhouseCoopers LLP 4
  • 5. PwC Canada Foundation PwC established a charitable Foundation in 2004. Its mission is to help build and empower community leadership by helping employees sharing their time, expertise and resources. PricewaterhouseCoopers LLP 5
  • 6. PwC community impacts The total number of volunteer hours donated by PwC employees during work hours over the past seven years. 90,000 PricewaterhouseCoopers LLP 6
  • 7. How PwC looks at the work of our sector Thought Leadership Publication: Capacity Building: Investing in not-for-profit effectiveness Read more about the initiative: www.pwc.com/ca/capacitybuilding Twitter: @CSRjames James Temple Director, Corporate Responsibility, PwC PricewaterhouseCoopers LLP
  • 10. It’s time to get deliberate about our use of social media
  • 11. The #1 factor for determining success on social media: having a strategy.
  • 12. • Canada leads the world in online engagement • Focus on video: Canadians love YouTube
  • 13. The SECRET TO SOCIAL MEDIA SUCCESS is…
  • 14. Strong Good COMMUNITY CONTENT Supported by: • Structured PLANNING • Social CULTURE • Willingness to MEASURE & LEARN • ACTIONS
  • 15. Agenda Be Social Planning Community Content Measure & Learn
  • 16. Source: Beth Kanter, bethkanter.org
  • 18. Letting Go • Control • YOUR attachment to the organization • Doing what “we’ve always done” Opening Up • To meaningful involvement from donors, clients, volunteers, public etc…
  • 20. Your Your CAUSE INSTITUTION
  • 22. Source: The Networked Nonprofit by Allison Fine and Beth Kanter
  • 24.  8pm July 6th Story posted 5am July 6th
  • 27. Where Do You Fit?
  • 28. • How is your organization embracing the social culture shift? • What barriers do you face? Culture Shift
  • 29. Tips for Getting Buy-In • Sign people up for tools to reduce fear (Twitter, Google Reader, alerts etc…) • Seek out example organizations and show their success • Search for your organization & show the conversation’s already happening
  • 30. Bust Myths • Bust myths: – 73% of donors gave online in 2010 – Baby boomers are the biggest cohort of online donors in Canada – More than 17 million Canadians use Facebook – Per capita, Canadians watch more YouTube videos than any other country
  • 31. Think Social • Conversation, not promotion • Show personality • Be quick • Add value
  • 32. Always Be Listening • Google alerts • Follow example brands and nonprofits • Google Reader, Twitter, e-newsletters
  • 33. Plug In to Networks • Join and participate in conversations happening online
  • 34. Social By Design (not by accident) • Put people at the heart of your campaign design
  • 36. How your organization uses social media • Marketing and publicity • Fundraising, donor engagement and retention • Connecting with others around your cause • Building relationship and online community • Collaboration and collective action • Sharing expertise on our issues • Movement building and social change
  • 37. • Gain exposure • Engagement • Influence • Action • Create lasting impact • Offer support Set Goals From Don Bartholomew: http://metricsman.wordpress.com/
  • 38. EXAMPLE #1 Collaboration and collective action around an unfair piece of legislation GOALS • Connect with like-minded organizations to coordinate actions • Energize an online community to take action
  • 39. Pick the Right Tools • Which tools best support your goals? • Where’s your audience? • What capacity do you have?
  • 40. EXAMPLE #2 Share expertise on our cause within our local community. GOALS • Use our blog to position ourselves as the go-to source for local media on our issue • Lead conversations with other local organizations about key issues relating to our mission.
  • 41. Tools You Can Use THE BIG FOUR: • Facebook, Twitter, LinkedIn, YouTube OTHERS TO EXPLORE: • Blogs, Google+, Tumblr, Foursquare, Pinterest, Instagram (now owned by Facebook)
  • 42. Fish Where the Fish Are • 25% of all time online is spent on Facebook • Survey supporters about the tools they use
  • 43. Define Roles • Determine the right people for executing social media • Train accordingly
  • 44. Draft your Social Media Guidelines • Responsibility • Transparency • Copyright • Proprietary Information
  • 45. Social Media Guidelines • Privacy and personal information • Respect • Good judgement • Productivity • Personal use of social media
  • 47. Role of Community Manager • Understand & advocate for the community • Listen & engage • Problem solve & prevent crises • First point-of-contact • Lead the community to action
  • 48. Characteristics of a Good Community Manager • Have a personality • Be passionate about the cause • Care about the community • Leadership • Don’t try to control • Be prepared
  • 49. Have a Vision for Success • Strong online communities have a clear rallying cry and committed members • What would your ideal online community look like? • What actions would they take?
  • 50. • Who are they? (Middle-aged men, young mothers, teens from Parkdale etc…) • Motivations • Other communities & online activities Know Your Community
  • 51. Source: Beth Kanter, bethkanter.org
  • 53. Nurture All Community Members Happy Spreaders Donors Evangelists Instigators Bystanders Engaging, Regular Reasons to Resources & Ongoing interesting communication give tools support content Links to easily Peer-to-peer Recognition Thanks and share content fundraising praise! Good stories Creative ideas Stories about they can the impact of spread their giving Opportunities to engage offline
  • 54. • Statement of purpose for the community • Community rules around respect • Moderation and deletion of comments • Privacy statement • How you will use the posts (i.e. marketing material, fundraising etc…) • Prohibited posts Terms of Use
  • 55. Think Multi-Channel • Engage on other media • Collect contact information when possible • Provide offline opportunities when possible
  • 56. Look Outside • Find your ideal community on other networks • Join the ongoing conversation • Mobilize fundraising campaign with existing network
  • 58. Know Your Audience • Define your key audiences • Describe them – Get specific – What do they do? – What do they care about? – What moves them to action? • What do we want them to do?
  • 59. Messaging that Gets Remembered • Simple • Unexpected • Concrete • Credible • Emotional • Stories
  • 60. More Principles of Social Content • Short • Personal • Shareable • Easy calls to action
  • 61. STORIES! • Stories often make the best content, but charities are really bad at telling them
  • 64. • Remember the number ONE • Focus on HOPE, HUMOUR, SURPRISE, EMPATHY [less on fear, anger, hurt] • Appeal to IDENTITY (from Made to Stick) PRINCIPLES OF GOOD STORYTELLING
  • 66. Other Good Social Content • Resources, useful information, educational… but make it stick • Events/urgencies • Controversies, thought-provokers • Reviews • Questions, conversation-starters
  • 67. Stats & Data • Use with caution • Make them concrete • Make them relevant • Focus on one stat at a time
  • 68. The rule of thirds
  • 69. • Re-use existing content, ADAPTED TO SOCIAL PLATFORMS • Use content across platforms Recycle Content
  • 71. Content for Fundraising • Stories about impact • Peer-to-peer campaigns • Clear, concrete calls to action
  • 73. STEP 1: Set Clear Objectives • Review your goals • Set measurable objectives that will allow you to achieve your goals
  • 74. Smart Objectives • Specific • Measurable • Actionable • Realistic • Time-specific
  • 75. EXAMPLE #2 Share expertise on our cause within our local community. GOALS • Use our blog to position ourselves as the go-to source for local media on our issue • Lead conversations with other local organizations about key issues relating to our mission.
  • 76. Smart Objectives • Increase blog subscribers by 50% over the next 12 months • 30% of blog posts contain active discussion in the comments about the issues raised – more than 3 comments • Increase website traffic from blog by 100% over next 12 months • Increase media calls related to blog topics by 25% over the next two years.
  • 77. STEP 2: Select Metrics
  • 78. Social Media Data • Subscribers/ Unsubscribes • Followers/ Unfollows • Comments/ Unique commenters • Favourites • Video/photo views • Retweets • Likes • Page/post views • # of posts
  • 79. Social Media Data • Most popular posts • Conversations • Feedback • Repeat supporters • Comments • Recommendations • Click-throughs • Donations • Sign-ups
  • 80. Your Measurement Tools • Google Analytics • Google Alerts • Twitter search • Facebook Insights • Blog statistics • Hootsuite • Bit.ly & other link trackers (Trick.ly) • Surveys
  • 82. STEP 3: Learn & Take Action!
  • 83. Take Action • Listen, learn, and adapt. • Which posts generate conversation and sharing? Which don’t?
  • 84. Try an Experiment! • Try a time-limited experiment on one of the tools • Reflect on what worked and what didn’t
  • 85. Strong Good COMMUNITY CONTENT Supported by: • Structured PLANNING • Social CULTURE • Willingness to MEASURE & LEARN • ACTIONS
  • 87. www.mycharityconnects.org free online resources  Information about technology and social media  Webinars  Past webinar slides  Learning opportunities  Events across the country
  • 88. MyCharityConnects Conference 2012 JUNE 12 – 13 | Allstream Centre, Toronto Collaborate to build a stronger sector. Innovate to solve complex problems. Celebrate our work and the difference we’re making. • Join non-profits from across Canada and social media experts for the premier social media and online fundraising learning opportunity of the year. • Registration opens in February www.mycharityconnects.org/conference
  • 89. 2012 MyCharityConnects Webinars www.mycharityconnects.org/webinars Join us for these FREE online information sessions that cover topics relating to online technology, social media and fundraising. Registration is open to employees, volunteers, and board members of Canadian charities and nonprofits. April 25 - Essential Twitter Tips for Your Charity May 9 - Preparing for a Website Redesign May 23 - Editorial Calendar Essentials: Organize & Plan Your Online Communications June 27 - Elements of a Great YouTube Video
  • 90. 2012 MyCharityConnects Workshops www.mycharityconnects.org/workshops CanadaHelps often conducts workshops on the topics of online fundraising and social media in communities across Canada. Registration is open to employees, volunteers, and board members of Canadian charities and nonprofits. Rationalizing Social Media: Strategy and Cost-Benfit Analysis of Fundraising through Social Media • April 19 – Victoria, BC (generously supported by PwC; presented in collaboration with United Way of Greater Victoria) Back to Basics: Developing a Social Media Strategy for Your Organization • April 26 – Barrie, ON (presented in collaboration with Barrie Public Library)
  • 91. for more great resources…
  • 93. Questions? THANK YOU! karag@canadahelps.org @CanadaHelps www.mycharityconnects.org Generously supported by PwC Canada: