It doesn’t matter what event I am speaking at, or who the participants are in the room, I can’t think of a single time I’ve spoken about nonprofit technology topics and not had at least one hand raised in the audience to ask about the number of Facebook fans an organization “should” have, or the “best” time of day to tweet, or even the frequency of posting videos on YouTube. In the book, Beth and Katie identify a number of themes. One that really speaks to me is the point that “measurement helps nonprofits understand and improve their social networks.” Often, nonprofit leaders and staff think of data as something that helps us decide on something new (a new program, a new service, a new engagement opportunity); unfortunately, we don’t always remember that data also helps us make decisions about what we are already doing. Here’s a case study of my own!

To Link or Not to Link

Before I worked at NTEN, I managed the NetSquared program at TechSoup Global. As part of that role, I was in charge of our various social media channels, including Twitter, Facebook, and LinkedIn. At that time, most of NetSquared’s content came from the community blog, where anyone working at the intersection of technology and social impact could create a profile and contribute to the blog with stories, case studies, and more. The content strategy was to reflect the same community focus on the blog onto our other channels, both highlighting community members’ content as well as creating a space where people could continue sharing on their platform of choice. All of that translated to tweeting out links to blog posts all the time.

Watching the metrics every week, though, it was clear we weren’t looking just for traffic to the blog. We were looking to build the same kind of group sharing on social platforms that we were seeing on the blog. We also saw that retweets as a total or an average really varied. So, we dug deeper. In an attempt to ensure that we connected the “why” of whether something was successful or not to the “what” of the content itself, I started splitting apart our metrics. Instead of watching the average or total retweets for the week, I was looking at the number of tweets that went out with a link and the number that went out without a link, and the corresponding rewteets.

Wow, that’s when things got interesting! I started to see that the more I posted without a link or retweeted someone else’s link, the more response and engagement I built within the channel (in this case, Twitter). But when I tried to push people off of Twitter and over to the blog posts, there was much less of a response. Having a better understanding of what was going on, I could make a decision about our current strategy (not just a new one for later). To ensure that our content stayed balanced, I made sure that our metrics tracking documents separated % of posts with a link from those without a link and set goals for the weekly post balance.

Get your copy!

I am giving away a copy of Beth and Katie’s book to be sure that I do my part to spread the knowledge and share the insights. But, I don’t just want to mail it someone, I want to use this as an opportunity to catalyze some peer sharing! Please leave a comment below about how you’ve used data to help make a decision about the social channels you were already using. Just getting started? Share what you’d like to try! I’ll select a comment at random to win the book and we can all win by learning from each other. (I’ll pick someone on Friday, December 7th – so hurry!)

Why the dog photo? Well, that’s my dog and he’s pretty cute, but Beth and Katie are also running a dog vs cat photo contest.

—–

For professional football players, the six days between games are jammed with practice, gym workouts, and travel. They also include time spent watching the film from the previous game, play by play, evaluating, learning, and preparing for the next game. I don’t know as much about other sports, but I’m guessing that professional basketball, hockey, baseball and other players have similar routines during their seasons.

It’s true that for pro athletes, everything they do during the week amounts to preparation for game day. Game day performance is what matters. It’s also true that many pro athletes are supported by extensive coaching staffs, sophisticated video recordings, and powerful analytic tools to help them understand what they did and how they might improve.

But a lot of what nonprofit folks do is similarly performance-oriented: every time you present on a panel at a conference, every time you pitch a prospective donor or funder, every time you talk to a reporter. You prepare (or not), and then you perform well (or not). And even without the same kind of evaluation and training resources at our disposal, we still have tools and capacity to carefully evaluate our performance and plug it in to fast-cycle feedback loops so we can continuously improve. Nearly every nonprofit has a video camera now, tripods are cheap, and it’s easy to set up to record right before you begin your presentation. When you talk with reporters, it’s easy to evaluate the print story or broadcast (not just reviewing it, which everyone already does, but studying it to figure out what you did well and what your screwed up). You may not have someone with you on every funder pitch, but it’s not hard to arrange at least some of those conversations with a colleague who won’t do too much talking during the meeting, so someone else can pay more attention to how well you do. For much of what you do, you can figure out ways to intentionally review your performance, identify what you did well and what you need to work on, and then craft a strategy for improving.

For most nonprofit folks, the limitation isn’t about resources but about how serious they are about improving.

Incidentally, it’s the coaches who really immerse themselves in the film after every game, studying the game film on the flight home or first thing Monday morning, grading every player on every play, and then reviewing the films with the players. What if the more senior folks in your organization were explicitly responsible for coaching the newer members of the team? And what if their job evaluation was based partly on how effectively they are at coaching the more junior folks?

An organizational culture that emphasizes evaluation, feedback loops, learning, and intention improvement doesn’t happen by accident. For most nonprofit folks, the limitation isn’t about resources but about how serious they are about improving.

(Photo credit: Flickr rburtzel)

Gem #1 – Put fundraising in your mission.

In this book, Larry starts at the beginning (that’s even how he describes it!) with the mission of the organization. You have to figure this out first! Your board has to know the mission, and keep it in mind in their role forming the strategic vision of the organization. Fundraising should have a clear role in helping you meet that mission. If it is something separate, your doomed. Larry very rightly points out: If you position fundraising as separate from meeting your mission, donors won’t see why their donations are creating the impact they are interest in.

Gem #2 – Work from the inside out.

This is a great concept and one I often see organization willing to internalize, but not for fundraising. I am often asked by organizations about how they can get their staff to adopt a new tool or platform. You have to start inside the organization. Treat your colleagues like the most important community segment. That means you give them direct training and support, show them how it helps the organization and their own work, etc. When the external community sees your staff using a community platform, a knowledge management resource, or another shared online space it says to them that the organization actually cares and is invested in both collaboration and the resource itself. And that is the best tone you can set! So why would it be any different with fundraising!

Gem #3 – I have an extra copy for you!

That’s right! Larry was kind enough to send me an extra copy that I could give away to a lucky commenter. Please share in the comments below either what your current struggle is or your latest lesson learned with fundraising for your organization. All comments will be entered to win and I’ll draw a name at random this Friday, May 11th, at 5 pm EST.

Looking forward to hearing what you’re working on!

Fenton just released a terrific guide book focused on actionable metrics: “See, Say, Feel, Do: Social Media Metrics that Matter”.

It is tempting to imagine social media as its own communications island where Twitter Follower counts are valuable currency that can be exchanged for internal high-fives. In this scenario there is no way to exchange social media coins for broader communication or marketing dollars. But who cares when you can boast 50,000 likes on your Facebook Page.

This is the wrong approach for three reasons: 1) it doesn’t acknowledge the complete media consumption behavior of your target audiences; 2) it cuts off feedback loops that can be mined for insights that will improve engagement and returns and 3) it limits the reach and impact of your broader communications.

Fenton’s guide divides up the kinds of metrics you can focus on under the headings See, Say, Feel and Do. As I suggest in my Community Mapping approach, the actions and metrics should be mapped against the segments of the community doing them. I really appreciate that Fenton has included a similar recommendation. I also love that they include both a space for identifying and tracking the data, as well as a place to include the insights and actions associated with it. The best of the guide book, though, is the inclusion of an example reporting form and a template to use in your own organization.

Download “See, Say, Feel, Do: Social Media Metrics that Matter” here. 

What do you think? If you downloaded the report, did you find the template useful? What aspects of the do/see/say/feel metrics approach were you already using or do you plan to try out?

Listening Dashboard

Why create a listening dashboard?

• Save time looking for news
• Monitor multiple channels at once
• Track your organization and your cause
• Create a shared tracking space for your team or whole organization

How to get started:

• I suggest using Netvibes, you can also try iGoogle or even Google Reader
• Use this step-by-step guide for adding RSS feeds
• Refer to the slides below for examples

Content Map

Why create a content map?

• It provides an easy-to-access reference for everyone in the organization showing all content and outlets
• Supports cross-team collaboration as staff understand where their content is going
• Supports tracking and analysis for message and call to action response

How to get started:

• Use this template: http://bit.ly/DIYtemplate
• Follow this step-by-step guide for using the template
• Refer to the slides below for examples

Content Calendar

Why create a content calendar?

• Easy reference
• Coordinated messages
• Supports tracking and segmenting
• Ensure people receive appropriate amount of messages
• Create multiple touch-points
• ID traffic sources

How to get started:

• I prefer Google Calendar, though you can use any shared calendar you have in place in your organization – DivvyHQ is designed specifically for this purpose
• Create a format; ie: Message (STAFF) – Segments, Details
• Use color codes as possible
• Use all-day and timed events
• all-day for emails and blog posts
• timed events for social media posts

Here’s an example:

DIY Management Tools

For looking for a list of suggested tools, here’s a place to get started!

Free tools:

• Google Apps
• Tweetdeck, Hootsuite
• Bit.ly
• Netvibes
• Google Analytics
• Storify

Tool-Specific tools:

• Twitalyzer
• 14blocks
• booshaka
• EdgeRank
• Klout

Low-Cost tools:

• Hootsuite Pro
• CoTweet
• Small Act’s Thrive
• Spredfast
• Sprout Social

By Julie Macalik, with Greenlights for Nonprofit Success

The first step in starting to measure your impact is to identify the major outcomes that you want to examine. In order to be successful in this step you will need full management support and a dedicated key project lead for your team. This person will take the helm on laying out tasks in a sequence, informing other staff of their roles and assignments, and providing assistance to people as they complete their parts of the evaluation.

The standard nonprofit data points come from fundraising, communications, programs, and finance so consider these sources when gathering your team.

The standard nonprofit data points come from fundraising, communications, programs, and finance so consider these sources when gathering your team. For example, a representative from the fundraising department can make sure you consider when your funders’ reporting cycles are so that you are producing outcome measurement results at a time that aligns with their requests for information about your programs. Also, those most directly affected should provide meaningful participation, so don’t forget about your front-line staff directly involved in providing services.

Next you will want to select the outcomes that you want to examine and prioritize them. For each outcome, specify what observable measures, or indicators, will suggest that you’re achieving that key outcome for impact. After you have made your selection you can then identify what information is needed to show these indicators.

There are many types of technology and other management tools available to assist in this process, and now is the time to take stock of your technology and the tools you are going to use to track your data. Decide how information can be efficiently and realistically gathered utilizing the different methods that are best for your organization including:

• Surveys – Consider what features you will need. If you’re just looking to get your feet wet with a quick survey, one of the many free or low cost online tools will do the trick. In fact, a more sophisticated survey package could be considerably more difficult to use. On the other hand, if you’re looking for survey software to support rigorous research, the more advanced packages are more likely to have the features you need.
• Interviews and focus groups – The desired outcome of this type of method is to solicit data without any influence or bias. This also allows you to develop a relationship with clients or other key stakeholders and get a full range and depth of information. One benefit of focus groups is the ability for participants to feed off each other’s energy and bounce ideas off one another. Consider using an outside facilitator to help develop questions and protocol and to help identify themes from your data.
• Documentation Review – Looking at internal records including applications, forms, procedures, and finances allows you to get an impression of how programs operate without interruption and identify new methods of collection.
• Databases – Nonprofits can use these tools to track data in real time and report on results. Internally they can assist in managing performance at the departmental or affiliate-level using dashboards and benchmark progress over time.

After the data is collected, organize the information into similar categories (i.e. concerns, suggestions, strengths, etc.). From here you can identify patterns and themes to help you categorize and analyze data according to the indicators for each outcome.

Continue reading this article, which includes more resources and tips, when you subscribe to NTEN:Change for free!

Bonnie’s reflections are up on her blog, too.

Writing this blog post also made me realize that I think even Bonnie and I have different views of the “Global Scale” project – and that’s just fine! I think people looking to ramp up/scale their work to different communities even if the geographic boundaries aren’t part of it, are people who should be engaged. Similarly, people working on projects/programs that are just in one part of the world but are trying to communicate them (especially if they are trying to elicit support from elsewhere) to people outside that region should be joining in and sharing their experiences. Etc. I really think there is a wide range of opportunities for finding value to contribute regardless of the work or organization someone is from.

With a name like that!

Naming anything can be a difficult task: you can over state or under sell, you can rely on jargon or be too vague. In this case, “global scale” meant something to us because we had context and our own definition. But it isn’t something, so we’re hearing from the current community members, that makes sense to them or connects as something relevant to their work. The name doesn’t match the purpose. We need a name we can all orient around, that captures the idea: it isn’t about working on global initiatives per se, but is instead about ramping up efforts and scaling impact to effect, at least eventually, a greater world.

Where do I fit?

We also want to ensure that the name and the language used on the wiki help answer the question of “where do I fit in all this” immediately to the community. We know many, many people that have ideas, experiences, and information to share on this topic, but when directed to the wiki they didn’t see how their work was relevant. Again, just because we have an understanding of the space, doesn’t mean it’s clear to others. We want to ensure that the entire community understands both what they can share and what they can learn from the wiki.

And we hope you’ll help us!

1. What names would you suggest? Maybe “Scaled Efforts” or “Scaling Impact” “International Outreach” or something else – we need your ideas!
2. What gets you thinking? What kinds of prompts or questions would help you start to think about this topic and help you identify how you can contribute?

(Photo credit: Flickr: ToastyKen)

Presentation

Do-It-Yourself

So often I find that we are too quick to say that because a website doesn’t have our domain, a tool is downloaded to our computer, or a platform doesn’t have our developers working on it that we can’t be responsible for measuring and analyzing the way we use it. It’s just not true! The do-it-yourself mentality that I hope to empower in those reading this post or that participated in the webinar is that if you are engaging there, then there’s opportunity to track it! YOU can do it!

Community Mapping

>> Get this template!

Step 1:  Identify all the groups within your community.

To start mapping the community we need to first identify which groups are within it. Do you have volunteers, interns, or adjunct staff? Maybe you work with schools so you have segments for teachers, administrators, parents, students, and then groups outside of the school. Here are some questions that can help get people talking to start sharing the groups they work with.

In my experience, the more diverse group you can get together to have this conversation and work through this planning together, the more complete a picture you can draw of your community. When people who work in services, programs, grant writing and fundraising, for example, all share their view of the groups in the community, not only can you start mapping the network but you can also have really rich discussions about the way different parts of your organization view the community.

Step 2: Define the goals that match each group.

There are two sets of goals to be discussed here: the first are the goals of that group – what do they want from you, why do they want to come to you, what do they get out of it? The second are the goals your organization has for that group – what are you hoping they will do, how will they contribute, what are you asking for from them? Again, this conversation can be really eye-opening as a part of building the community map, but also as far as encouraging dialogue within your organization and providing clarity around the organizational goals and the way they play out with the community engagement.

Step 3: Identify the tools.

This means identifying the spaces, platforms, and applications where each group congregates and where you can communicate with them. Even though much of these will be online social technologies, don’t forget about the offline spaces, too. Identifying the mechanisms you can use to communicate with each group can help you target your efforts, but in many cases illuminates areas where only one or a couple groups use a certain platform, while others use another – not only will this help you figure out where to say things, but can dramatically change what you say where.

Content Mapping

>> Get this template!

Step 1: Identify all the content.

Now, for this content map to be as valuable across your organization as possible, you want to be as specific as you can be with this section. I’ve listed some examples to get you started, but really think about all the various pieces of content you have. Instead of listing “blog posts,” instead, list what those blog posts are about: maybe job openings, volunteer opportunities, news about your work, examples of your services or people you have helped. New grants or new programs. There will probably be a lot of things to list. And that’s okay!

Step 2: Goals.

These goals should primarily come from the Community Map where you have two columns’ worth of goals and actions. There will be additional goals as well, but you do want to ensure that the goals you have already identified from the community map are included here. The additional goals could be things like, increase visibility, recruit new funders, find new staff or volunteers, etc.

Step 3: Identify all the possible outlets.

Again, you can draw a lot of these from the community map, but you will probably find that this is an opportunity to be really specific, more specific than you were in the community map. For example, the community map may have identified facebook as a platform that one group uses. And in the content map you may list a facebook page as well as facebook events as you can create an event that’s tied to your page but publicizes and manages RSVPs for a one-time event.

Metrics Tracking

>> Get this template!

Remember – Even if you’re using google alerts and google analytics, you may not really be able to look at data over time in a critical way. You will have a good sense of where things are going or how people respond to content and actions, but tracking it like this means you can point to specific data to support your case. This template, like the others, is available at that link as a public google doc that you can save and reuse. It is not intended to be an end-all-be-all template, but it is designed to show you just how much you can be tracking. And get you thinking about where you may have more data points to add in. You’ll notice there are tabs for various platforms so that you can concentrate each view to one platform and measure points over time.

You will have data points that become irrelevant, it’s okay. You will also have data points that emerge later on down the road, and that’s okay, too! The tracking documents you use can be living, evolving documents. Be sure to add things in if they seem worth tracking and see how it goes.

Reporting

There is no point tracking what you’re doing if you aren’t reporting it! On my team, we have A LOT of things that we track. And it would be silly to think that we would have monthly reporting that covers all of it. Why? Well if we wanted to talk about all of it we would just look at the tracking documents! Instead, we have monthly reports that are created for two areas: content and community. They each pull out a few items that are noteworthy – whether it’s a change, a marked increase, or something we can see reflected in other areas of our work. And from those two reports, I create a global report that touches on the items highlighted from content and community as well as our programs.  It can be shared with the CEOs in a way that is directly translated into their understanding of our work as well as into their conversations with other organizations or funders.  These are a few tips for internal and external reporting.

Internal reporting:

• Weekly metrics for various platforms •Add metrics as you go
• Look at long term, not just short term changes
• Monthly reporting of trends and insights

External reporting:

• Share when there is something worth sharing
• Reporting context, not just numbers
• Ask for input and feedback

Example reports broken down by community and content may look like this:

Content:

• This blog post was the most read post of the month
• Facebook activity was highest around this kind of topic/content
• Newsletter subscriber numbers are not growing

Community:

• Participation at the recent event was high at # of people
• Interest in our example program has grown with # of inquiry calls/emails
• Volunteer numbers are dropping consistently over the last 3 months

Example contextual report may look like this:

• We are seeing the most interest around content of this type/topic and hope to share more content like that in the newsletter to spur interest
• With high turn out at events, yet volunteer numbers dropping, we hope to highlight volunteer opportunities and stories of volunteers at the next few events to measure impact
• We are looking to feature more information about our example program on the blog to help with the number of people interested in it

Thanks to all those who joined the webinar and for the folks at Nonprofit Webinars for inviting me to participate in the series! I had a lot of fun and hope it was useful for everyone. If you have other questions, please don’t hesitate to ask; and if you have examples or resources to share, please post them in the comments for other readers!

—–

Photo credit: richardjingram on Flickr

Resources

There were lots of great questions on the call and I have lots of resources to share to help answer those questions, get people moving in the right direction, and know where to go to keep learning.

The Social by Social book has How-Tos, Case studies, Jargon Buster and much more: http://socialbysocial.com

To get started building your own website, I recommend checking out the following options, all of which build on or can include a blog, and all of which include information about integrate or link to other existing blogs or websites:

• WordPress hosted (this has more limited options but WordPress hosts the content for you) or self-hosted (fully customizable but this means you have a server or want to use a hosting service)
• Squarespace
• SnapPages
• Wix

For a step by step guide to setting up your listening dashboard, visit:
https://amysampleward.org/2009/10/27/how-to-create-a-listening-dashboard-for-your-organization/

If you want to explore Twitter chats, I suggest checking out what various hashtags mean and use this list for a directory of chats: http://bit.ly/ChatSchedule

For a presentation about blogging, facebook and twitter for blind or partially sighted people, visit: http://blv1016.wordpress.com/

Here are two DIY guides for content and community mapping, you can do by yourself or with your whole organization:
https://amysampleward.org/2010/11/15/how-to-diy-community-content-mapping/

Research and reports from NTEN that cover everything from the way fundraising tools are used to data integration, databases and vendors: http://www.nten.org/research And if you’re looking specifically for information about various database/CRMs.

There’s also options online for new approaches to the press release, including this social media press release platform: http://pressitt.com/

Anything else?
If you were part of the webinar today or you reviewed the slides and resources here and have additional questions, just let me know! Use the comments below to share your additional resources or recommendations as well.