Social Media for Your Consulting Practice

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@BoardSource #socialmedia #governance #nonprofit

SOCIAL MEDIA STRATEGY FOR YOUR CONSULTING PRACTICE

Emily Davis, MNM, CGT Emily Davis Consulting

July 22, 2015



GETTING STARTED…

•  Please MUTE your phone

•  We will pause for questions/comments

•  Leave your questions/comments in the chat box or questions box

•  Resources following the webinar will be provided



TURN ON YOUR TECH

Follow the conversation… @BoardSource @AskEmilyD

#governance #nonprofit

#socialmedia





TODAY’S GOALS

•  Learn best practices

•  Share experiences •  Ask questions •  Identify action

steps •  Avoid pitfalls



QUICK POLL

How many of you are using?

q Facebook page q Facebook profile q Blog q Twitter q Instagram q LinkedIn q Video (YouTube, Vimeo) q Other?



THE POWER OF SOCIAL MEDIA





THE GOOD AND THE BAD

VS.



SOCIAL MEDIA LIFECYCLE



CRAWL

CHARACTERISTICS AREAS OF IMPROVEMENT

FIRST STEPS

²  Not using social media consistently

²  Resistant to change ²  Struggle with control

²  Need basic marketing plan (i.e. branding, print materials, online outreach, etc.)

²  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



WALK CHARACTERISTICS AREAS OF

IMPROVEMENT FIRST STEPS

²  Using 1 or more social media platforms, but not consistently

²  Online presence connected to marketing goals

²  Learn & use best practices ²  Focus on 1 – 2 social

media platforms ²  Need to link to campaign,

program(s), objective(s) ²  Need to link goals,

objectives, and activities ²  Need to identify audiences ²  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



RUN CHARACTERISTICS AREAS OF

IMPROVEMENT FIRST STEPS

²  Strategic use of multiple social media tools

²  Part time or full time staff

for digital communications

²  Board using social media

in governance ²  Social media usage

integrated throughout org

²  Has developed

relationships & technology integration

²  Need more sophisticated measurement tools

²  Find ways to increase

more 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



FLY

CHARACTERISTICS

²  Embracing culture of learning ²  Use social media data to help the leadership guide decisions ² Demonstrate clear and compelling results ² Networked with other organizations showing similar success ²  Internalized social media communication best practices

including: ²  Strategy ²  Implementation ²  Integration ²  Evaluation



QUESTION TIME!



10 TIPS FOR USING SOCIAL MEDIA

1. Social media is A tool not THE

tool



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

???

Adapt or die!

Every generation

teaches us new technology



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. Relationships



SOCIAL MEDIA LADDER OF ENGAGEMENT

Happy bystanders (Listen)

Spreaders (Share)

Clients (Money)

Evangelists (Ask)

Instigators (Create)



10 TIPS FOR 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



SOCIAL MEDIA & CONSULTING



WHY SOCIAL MEDIA AT ALL?

•  Position as expert •  Connect with allies •  Collaboration

opportunities •  New resources &

ideas •  Develop brand •  Low cost



WHY HAVE A PLAN?

•  Part of a larger communication plan •  Start early •  Identify resources & capacity •  Provides direction & action •  DIY vs. external consultant



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



DIFFERENT CHANNELS, DIFFERENT RULES

Facebook LinkedIn

Blog Twitter



RINSE AND REPEAT

1. Ask Why

2. Ask What

3. Ask Where

4. Ask How

5. Ask Who Evaluate!

Evaluate! Evaluate!





SOCIAL MEDIA POLICIES



HAVE A GIGGLE!





ONLINE RESOURCES

•  Socialbrite.com •  IdealWare •  Mashable.com •  TechSoup •  Nonprofit Technology Network (NTEN) •  Alltop Nonprofit •  Beth Kanter: http://beth.typepad.com/ •  4Good •  www.delicious.com/

coloradononprofithelpdesk



Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com

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