In the last two weeks I’ve spoken with one VP of marketing whose job was completely eliminated at a major national nonprofit, and one marketing director at a mid-sized for-profit who confessed she had no time to do long-term strategic work since she was really functioning as communications director, and without any support staff.

Who hasn’t felt the pinch on long-term strategic thinking when short-term tactical communications work needs to get done? And why should we care?

I think we should care because organizations are likely to find that while they net some short-term savings with cuts to personnel and marketing budgets, their brand may take a bigger hit than they think in the long-term.  If all you’re doing is getting out your weekly customer e-newsletters and press releases, you may actually be suffering from internal bleeding without knowing it.  With tactics focused on short-term “get the word out” communications, organizations can be missing out on three key marketing strategies: attracting new customers/donors, retaining existing ones, and constantly establishing your brand as the best in class.

So, how to maintain a brand focus without all the people and budget to help?

Consider what some of the biggest firms are now doing: using Twitter as a tool to provide customer service.  USA Today reported this week that companies like Comcast, Pepsico and Whole Foods are using Twitter to provide customer service more quickly and successfully than 800 numbers and websites once did.  Pepsico went so far as to change its top customer service employee’s title to “Global Director of Digital and Social Media.”

Title changes aside, how can mid-sized for-profits and nonprofits use this technology to do more than put out 140-character press releases?

  1. If you are a school or university, consider tweeting to keep in touch with alumni on issues they care about.  But also tweet parents about important news–changes to the soccer game schedule, deadlines for scholarship apps, etc.  Letting them opt-in will make them feel they aren’t going to miss important news.
  2. If you are in the business of social change, keep donors up to date on the impact of their funding.
  3. If you are a government agency, keep stakeholders apprised of policy issues and where they stand, and any new information you have posted elsewhere about it to save them time fishing for it.
  4. If you are a for-profit, keep customers apprised of issues and information that could negatively or positively affect their business outcomes, so you can demonstrate your depth of knowledge in your field and your value.
  5. If you are a thought leader in your area of expertise, consider sharing what you know, what you are reading, and people worth watching. (For some reason, nonprofit leaders are particularly late adopters of this technology, and yet they have the most to benefit from one another and the least staff resources to pull in the information in other ways.)

Nothing replaces people and budget, but it looks like Twitter can offer some interesting opportunities to maintain a good brand presence in this downturn.

Volunteers are the hard currency of nonprofit work. They are the grassroots organizers, the field operatives, the advocates in the community, the donors and board leaders.  And yet they often get the least amount of training and support when it comes to communicating what you do and who you are. At the DC Cares Philanthropy Summit I attended this week, Nicky Goren, Acting CEO for the Corporation for National and Community Service commented (and I paraphrase) that a large donor will be paired with an executive, but a volunteer will be managed by an intern.   We both have nothing against interns, I’m sure, but I agree that we do often under-support volunteers.

Volunteers Need to Know Your “Elevator Pitch”

One of the most important tools you can give a volunteer is a firm understanding of your mission priorities.  This can often be called talking points or an “elevator pitch.” (For details, see my post on brand consistency). You also want to convey the key aspects of your brand values. Hopefully someone who volunteers for you already has some sense of these or they wouldn’t have given of their time, but it’s worth conveying the kind of tone and face you want for the organization.

Miscommunication Undermines Mission

The way information is communicated about your organization, as well as the content of that information, contributes to how your nonprofit brand is perceived.  Years of good work in the community can be eclipsed very quickly by a few misspoken words, or a freelance opinion from a volunteer who doesn’t know the full picture.  Not speaking on an issue can also damage the organization’s reputation.   A situation at The Horace Mann School, and independent school in New York, is a case in point.  The school dismissed an English teacher after he wrote a satirical novel set in a school much like that of his (former) employer.  Some faculty and parents objected strongly to the dismissal.  The teacher sued the school.  The New York Times published a story on the situation, and called the board, the alumni association and the head of school’s office for quotes. All refused.  The story included the following stinging notation: “Horace Mann officials, including Head of School Thomas M. Kelly, declined to comment for this article. Many parents of current students, members of the alumni council and current teachers did not return phone calls requesting interviews about the dispute stirred by Mr. Trees. The school’s motto is ‘Great is the truth and it prevails.’ ”

I use this story to illustrate the fact that “no comment” can have just as negative an impact on your brand as misinformation.  Volunteers and board members should be briefed periodically by the executive or Board Chair on key initiatives, goals and successes, but also failures or challenges.  When volunteers and board members are familiar with your story and how you communicate it, they do a better job of supporting your organization. And by being in regular contact with communications staff, they know who to go to if they have questions when something more critical arises.

Brief Volunteers on Key Messages

Regular communication with board members, donors and volunteers, in good times and difficult ones, is essential to helping them support your brand in the community.  Be sure to give new volunteers a short orientation to be sure they understand your core values, your core mission areas, and your strategic goals for the year.  When board members, volunteers and donors are on the same page, they can help move the mission forward by communicating with stakeholders and engaging new donors and volunteers.  When these same individuals are in the dark, or not well prepared to describe your work, your impact will suffer. (I once overheard a parent involved with an organization pitch it by saying they were having trouble filling spots for their program–probably not the message they wanted in the community!)

In these economic times, volunteers are more essential than ever in helping nonprofits deliver on their mission.  Make sure you have a branding and communications plan that supports them in their work.

If you have a great way of briefing new volunteers, please share it!

AmysLinkedInThis week I’ve had four people ask me this question. Two are lawyers in large, successful practices. One is an executive looking for work. One is a nonprofit professional. All are mid-40’s to early 50’s. My answer is a resounding “yes!” to all of them, with varying reasons why.   If you are already well-versed in social media, feel free to duck out of this post.  But if you or your boss is trying to decide whether it’s worth it, read on.

Some Facts to Consider…

Nielsen recently released these intriguing study results:

1. In February social network usage exceeded Web-based e-mail usage for the first time. Ever.

2. There are 87 percent more online social media users now than in 2003, with 883 percent more time devoted to those sites.

3. In April, Nielson also reported that the number of American users frequenting online video destinations has climbed 339 percent since 2003. Time spent on video sites has shot up almost 2,000 percent over the same period.

4. Unique visitors to Twitter increased 1,382 percent year-over-year, from 475,000 unique visitors in February 2008 to 7 million in February 2009, making it the fastest growing site in the Member Communities category for the month.

5.  And here’s one that might surprise you. The largest age group on Twitter right now is 35-49 year olds. Yep. 41% of Twitter-ers are in this group, representing almost 3 million users.

So …?

This data shows that many of the people you need to connect with aren’t just using social media, they are migrating to it in droves.  And just like you, they only have a limited amount of time, so that means they are using other networking tools less/differently.  For example, we have all heard the reports that many conferences have cancelled this year due to the economy.  But perhaps there’s also less interest in networking in this way when you can have an ongoing conversations with colleagues, fellow activists or customers through Facebook and Twitter? We’re also doing less in print. According to the US Department of Labor wage and salary outlook in the printing and related support activities industry is projected to “decline 22 percent over the 2006-16 period, compared with 11 percent growth projected for the economy as a whole.” This decrease reflects our increased use of computerized documents and sharing information via the internet and social media sources.

I’m Still Unconvinced. My Time is Too Valuable.

In fairness, you’re right. Social media can be a big Time Sucker. So you need a plan to manage that, both personally and organizationally, in much the same way you adjusted your work patterns when email and FedEx came along. And just as those inventions saved time in new ways, you will need to maximize the time you save in these new mediums.  Here are a few tips on incorporating social media into your professional communications strategy.

Five Tools for Getting What You Need From Social Media

1.   First, decide what you’re trying to accomplish. Are you reconnecting with classmates? Trying to reach new customers? Engaging other social activists in your cause? Increasing your visibility as an expert in your field? Promoting your new book or agency report? Trying to find a new job?  Each goal requires a slightly different strategy and time commitment. Having only the goal of finding out what everyone else is talking about is an acceptable starting point, but if you want to prove to yourself/your boss that you’ve gotten ROI, you need a more structured goal.

2.    Decide who you want to converse with. I use the term “converse” because social media is a conversation, not you blasting information to an “audience.” But you need to know who you’re looking for and where they are. For example, women over 55 are the fastest growing demographic on Facebook.  So if that’s who you need to reach, consider spending time there. Facebook is also a good way to cross-promote a book, podcast or blog, so consider it a part of your strategy, not your entire game plan.

3.    Decide what value you can bring to the conversation. Some of the best Twitterers are healthcare organizations, because they have a lot of already well-researched content and their goals are to make us all healthier.  See @childrenshealth and @redcross for good examples. My least favorite Twitterers are those who are too prolific, so that even their good content gets lost in their own clutter. Luckily the trend is moving away from people twittering about every move they make. With the exception of politicians and broadcast anchors.

4.    Figure out how much time you can commit each day/week/month. Start by looking at the time you already spend achieving the same goal through more traditional means. Perhaps you attend several professional networking events a month and four major conferences each year.  Take part of the time you would a lot to those and target the same goal through social media.

5.    Identify useful as well as negative content –that is, for content you value, but also content that might be de-valueing or diluting your brand. Use blog search tools like Technorati to conduct real-time searches for user-generated media (including blogs) by topics of interest to you or use Stumbleupon to both see and offer your own ratings of content you find useful. Remember that some good content tends to pop up in unexpected places, such as federal government blogs.  Here’s a useful one from the Dept. of Energy with tips for energy efficiency .

6.    Consider a Group Blog. If your firm or organization wants to put a toe in the water on blogging, consider identifying 5-20 people who could be regular contributors and rotate the job. Posts can be brief—even as little as a paragraph.  Be sure to post on the same day or days of the week, so that blog search and aggregating tools can find you.

7.    What Can You Bring to You-Tube? If you already have video content (and assuming you can acquire the right permissions), this is a no-brainer. But you may also be giving a workshop that you can have videotaped. Or consider asking your own stakeholders for user-generated content of their own. This works particularly well for nonprofit causes, where real people and real stories are so compelling.

8.    Use social networks to find people who can help you do your job better. Consider incorporating LinkedIn to your organization’s job posting strategy, as well as using it for your own professional networking. Linked In was founded before Facebook, but has taken off more recently due to improvements in its interface, the increased use of its professional forums, and the widgets that can bring additional content to your page (i.e. pull your blog into it, as it does on my page—shameless self-promotion moment here—at http://www.linkedin.com/in/amydelouise . If you are a job-seeker, as so many are in our economy, this is a great tool. Prospective employers can check out your page (which is essentially a resume), download your resume, and see recommendations you’ve received from bosses/clients.  As someone who employes others, I’ve found LinkedIn extremely useful when trying to find a good vendor or consultant for a project. I posted a query to my contacts and within seconds had 6 recommendations with national experience, all of whom I could then look up and contact via LinkedIn.

Okay, Okay, But How Do I Get Started?

Here’s your summer assignment:
Month 1. In the next 30 days, set up a Facebook page and a LinkedIn page.  Do at least a basic Google search for your company’s/organization’s/issue’s/expertise’s name. Index some blogs or websites that seem useful, or are saying hateful or incorrect things about your organization/issue. Use Technorati or Stumbleupon accounts to send you blogs on topics of professional interest to you so you don’t have to go search for them.
Month 2. Sign up for Twitter and follow 10 people you admire.  Could you say it better? Can you add value to this conversation? Could this be valuable to you/your organization/your customers, donors, or volunteers? You make the call.
Month 3. Get at least 5 recommendations for yourself on LinkedIn, and more if you are a job-seeker.  Join one Linked In discussion group. Join some Facebook causes that mean something to you.  Comment on one or two blogs related to your area of expertise.
Month 4. Summer’s over! Spend no more than 30 minutes a day checking your most useful blog and Twitter feeds.  Spend 30 minutes per weekend for the next four weekends cranking out a list of potential blog topics you could generate with help from colleagues (so you can decide if this is a go or no-go for a January launch).

If you have some more ideas to contribute, please do!

The Chronicle of Philanthropy just reported in its June 4th issue that the value of endowments held by all 229 organizations in its survey declined by a combined $29.1 billion from 2007 to 2008. This will come as no surprise to development directors.  Many organizations don’t want to talk much about the big drops they’ve seen in their endowments, other than to say they are “similar to what the rest of the market has seen.”

My view is that putting our heads in the sand about our financials is a failed approach, and one that will hinder future fundraising.

Why? Because donors understand that market failures are not the failure of the organization. But if they learn that the organization is not flexible to respond to challenges, if they feel it doesn’t communicate the bottom line, and if they don’t see transparency in fiscal governance, then donors may rethink where they are putting their next dollar.

So how do you communicate your finances to donors?

Really all stakeholders should have an understanding of your finances.  You should make at least annual presentations—albeit less detailed than what you show your board—of your inflows and outflows plus your major financial challenges.  This is not just a rehash of the annual report, which is more of a “look-back” document, but rather a clear indication of your strategies for the future.  Incorporated into this presentation should be an explanation of how past financial decisions have affected future mission-driven outcomes.   You should also include the ways in which you change the lives of the people you serve.   In other words, it’s not just a PowerPoint with numbers.

Some institutions find this a shocking idea. But your Form 990 is already out there for the world to see. The question is:  are you backing it up with good fiscal management policies?  Are you communicating the coming challenges as you see them? Are you outlining the staffing, programmatic and expense item changes you are making in response to an increase in need or a decrease in funds, or both? How are you still meeting your mission goals?

When donors, staff, trustees and other stakeholders are included in the budget conversation, they are much less likely to pick on a particular item they hear about through the grapevSigning a Checkine.

In his new book What Would Google Do?, Jeff Jarvis talks about how the internet has become not just a collection of information, but a conversation. In much the same way, the post Sarbanes-Oxley, new Form 990, GAAP accounting rules world of nonprofit fiscal management is also becoming more of a conversation. You can either put your head in the sand and pretend it’s not going on, or you can engage your stakeholders and understand their perspectives as together you create your future financial plan.