If your development director isn’t delivering on fundraising as you’d hoped, you’re not alone. According to a new national study by CompassPoint and the Evelyn and Walter Haas, Jr. Fund, many nonprofits are not raising the money they need to succeed. For those on top, one of the key factors was “a culture of philanthropy” by an almost two to one margin.

What does a culture of philanthropy mean? According to the study:

  • People across the organization act as ambassadors and engage in relationship building.
  • Everyone promotes philanthropy and can articulate a case for giving.
  • Fund development is viewed and valued as a mission-aligned program of the organization.
  • Organizational systems are established to support donors.
  • The executive director is committed and personally involved in fundraising.

At the heart of many of these success indicators is storytelling. And in today’s world that means harnessing digital media and social networks. Here are some ways to incorporate those tools in your fund raising work.

  1. Mission ambassadors and relationship building -Make sure board members, alumni, and other key supporters and donors use their social networks to promote your story. That means traditional social networks (i.e. speaking to friends about your organization), but also digital networks. Provide these boosters with regular support—like emailing the right hashtag to use when tweeting about an upcoming event, or sending them links to a new video on your web or Youtube page that showcases your mission in action.
  2. Everyone promotes philanthropy and can articulate a case for giving-Provide “elevator pitch” training volunteers, including board members, but also to staff who are not directly involved in fund raising.  Help these natural supporters explain the case for giving by explaining their own passion for the organization and their connection to your mission.
  3. Fund development is mission-aligned-Be sure budget presentations show your outputs (results) in terms of mission accomplishments, not just programs. Video and photos can be a great way to demonstrate this impact (and keeps people from falling asleep in budget meetings)
  4. Organizational systems support donors.- Cultivation systems and databases are critical. But one of the most overlooked “systems” is creating an internal online-accessible library of images, fund raising scripts, and videos that volunteers can use to make the case for support. Once you’ve create this space, be sure to encourage staff to update it regularly, so that new content is always available for the latest stories about your mission success.
  5. Executive Director commitment to fund raising. – Part of fund raising is not just meeting with prospective donors and making the ask, but raising the profile of the organization and its mission. ED’s can often raise their personal profile and reach a wider community efficiently by taking advantage of social media tools: regular blog writing, microblogging on Twitter, or even photos uploaded from events to Instagram.

There’s no magic potion for development success, but digital tools give us more of a boost than we realize.

Amy DeLouise frequently works with nonprofit boards, leaders, and marketing staff to improve their branding impact–in other words, how they tell their mission story.

labyrinth copyright B.DeLouise120 Million viewers worldwide. It’s an enviable demographic, let alone for a PBS show. Downton Abbey has proven to be the most-watched Masterpiece series in history, with fans from China to Norway to Brazil.  What makes it work? According to creator Julian Fellowes, who won the screenplay Oscar for Gosford Park, it’s the universality of its themes. While factually British, “most of the stories are about emotional situations that everyone can understand” he told the New York Times in a recent story.  

When I’m asked what videos work best for social web (and also for live events)—I say the same thing: bring the audience into emotional situations they can relate to, even aspire to. Whether you are promoting a charity or a membership association, a corporate enterprise or a commercial product, your video needs to connect to your viewers/donors/buyers on a personal level. Videos that get the most shares, embeds, likes and forwards are usually those with a first-person storyline, authentic voices, in relatable situations. They don’t include “an introduction from the CEO,” nor are they heavily branded with logos and taglines.

So here are a few Do’s and Don’ts for your 2013 video projects, based on the wildly successful Downton formula:

  1. DO use the number of characters people can follow for the length of viewing. Downton has about 15 characters, but it is a weekly, 90-minute drama; so if your video is only 90-seconds long, don’t include 5 interview subjects! Try no more than 3 people per 120 seconds, for a max of 6 in a 10-minute show (which is too long anyway).
  2. DON’T use your CEO, Board Chair or other head honchos on camera unless they are funny, or willing to be seen in an unconventional or even unflattering light (a la CBS’s “Undercover Boss” or the IBM spoof of The Office “Mainframe: The Art of the Sale”).
  3. DO find compelling “plot lines” that show your organization’s effectiveness in real situations or highlight the reason your product or charity exists.
  4. DO be willing to let your viewers contribute their own ideas and provide opportunities for them to follow your “characters” in other online and offline venues.
  5. DO put as much production value (i.e. budget) into your video as you can possibly afford—people notice, especially in HD.
  6. DON’T be afraid to be traditional—just do it well!
  1.   Connect Your Videos to Your Brand. That doesn’t mean you have to mention your organization or company every 10 seconds in your next web video. In fact, studies show that indirectly branded video content goes viral at a faster rate. But the stories you create should still be meaningful and connected to your overall brand story. If the video lives somewhere other than your website, such as Vimeo or YouTube, be sure you have some kind of tag and call to action at the end, so people know how to reach you/donate to you/take action on your issue.
  2. Know Your Target Audience. Think about sub-demographics and what kinds of content appeal to them.   Also consider the viewing environment for the video. One size doesn’t fit all, so plan ahead to create multiple versions of your content that are most appropriate for each target and viewing situation. If your story has multiple parts/levels, consider breaking into smaller pieces and placing the content with different headings, links, and keywords in order to attract the right audience.
  3. Invest Now for More Rewards Later. Many organizations make the mistake of thinking that if something is going to appear on the web, it can be produced on a shoestring because it’s a one-use item.  To the contrary, every penny you spend should be powerful, credible, and the source material can be useful downstream. But only if you’ve bothered to a) create it at a decent quality, and b) organize it so that more than one editor/producer can find what they need.  Having transcriptions made of interviews and keeping the PDF’s with the footage is very helpful. So is tagging all “b-roll” with keywords of time, location, and content.
  4. Shorter is Usually Better. In live event or conference environment, audiences can enjoy videos of 5-8 minutes in length. When viewing your video on the web, in a tiny box–most likely while it is competing with other content on the screen–a viewer will only tolerate 1-2 minutes of content. Mobile web viewers actually can be willing to watch content for longer, presumably because they are “stuck” using a mobile device rather than a larger screen. Either way, make every second count, using visuals, music, audio, graphics–everything at your disposal–to make a message with impact.
  5. Measure Impact. Speaking of impact, measure it! So many organizations produce video content without a handle on whether or not it is effective. Plan a way to find out. It could be counting how many venues you can locate posts with a link to your video. It could be a short email survey to a random sampling of people who received your web link via email. At live events, you can ask people to use a hashtag to tweet something about your content. Or you can drill down into data already provided by You Tube, Google, or other online services.  Number of hits is less relevant than what viewers DID after viewing your video.

With YouTube now the second most-used search engine, plus the exponential rise of mobile web and convergence technologies, organizations realize that producing video content is as important as updating the website. Here are a few key questions you need to answer to be sure your video has impact.

1.  How does the video fit with your brand? You have a great story—someone touched by your organization, or some important piece of information that needs to be disseminated to the public, a hilarious short video sure to get loads of follows. Great. But how does it fit into your overall brand plan? Will your name or the name of a particular product/service be mentioned? Do you want people to take some kind of action, linked to a new product roll-out or campaign? Are you trying to promote organizational recognition? Gain new supporters? Engage the existing ones?  What will support the video content? (i.e. direct mail and/or email campaigns to drive traffic?)  Will there be other lives for this content (see #4)?

2.  Do you know your target audience? Or, as often happens, do you have too many audiences for this video and need to break it up into multiple streams of content?  Think about sub-demographics and what kinds of content appeal to them.   If your story has multiple parts/levels, consider breaking into smaller pieces and placing the content with different headings/links in order to attract the right audience.  If your story has multiple parts or levels of detail, consider breaking into smaller pieces and placing the content with different headings/links in order to attract the right audience.

3.  Can you afford what you need? Can you afford not to produce this well? It’s like what your mother once told you about buying a dining room set–buy the best you can because you want it to last. Many organizations make the mistake of thinking that if something is going to appear on the web, it can be produced on a shoestring because it’s a one-use item.  To the contrary, every penny you spend should be powerful, credible, and the source material should be useful in multiple ways. For example, if you have an interview-driven story, outtakes can be used for other projects. So can the background footage (“b-roll”). My personal preference is to shoot high definition, widescreen video because it makes a bigger impact when it is compressed for the web, since it degrades less.  But whatever your format, a polished production, professionally produced, will also allow you to “multi-purpose” the end-product more reliably, pulling parts for your website, your intranet, an email campaign, or a large-screen projection at a major donor event.   Many organizations have effectively teamed their in-house capabilities with outside vendors to achieve both cost efficiencies and good quality.

4.  Is it short enough? I produce a lot of short form projects for live event venues, but these are not short enough for the web, where the average drop-off comes after 90 seconds. When watching an event production, the audience is engaged together, with a common mission and few distractions. When someone watches your video on their laptop, desktop or mobile device, chances are there are other distractions in the room.   So make every second count. That means using visuals, music, audio, graphics–everything at your disposal–to make a message with impact.  And then cut the length in half.

5.  Are you prepared to measure impact? So many organizations throw video on the web and then have no real method for measuring its impact beyond views.  What is the drop-off rate? Where does it happen? Where do people go next after viewing? Do they return? If you can’t answer these questions, you’re losing valuable insights to help you refine your approach the next time.

Join me for social media and video production workshops at NAB/Las Vegas.

Perhaps you have to interview your boss for a video clip on your website. Maybe you are hosting a podcast. Maybe you have to interview a job candidate.  Whatever the reason, interviewing is an art form and not just a list of questions. Here are a few tips to creating a better outcome for both participants that I’ve developed over my 20+ years as a successful interviewer.  These tips apply primarily, by the way, to the friendly interview and not the “gotcha” news interview.

  1. Do Your Homework. Just like an attorney doesn’t ask a question at trial to which s/he doesn’t already know the answer, you should have a good sense before the interview of what the content will be. Spend time learning the narrative of the person, conducting a pre-interview by phone if at all possible, and be well versed in the important content points you want to clarify.
  2. Make Eye Contact. If you do your homework, then you shouldn’t be referring to notes too often, if at all. (It’s a point of pride for me not to do this when I do video interviews.) Breaking eye contact breaks the personal connection between you and the interviewee, which is essential to keeping them comfortable and focused. Even if you, the interviewer, are not seen, the interview will be significantly more successful if you maintain eye contact throughout.
  3. Understand Your Interviewee’s Learning Style. There is significant research on people’s learning styles, which broadly fall into three categories—visual, kinesthetic and auditory.  When you can identify which learning style best fits your interviewee, your questions can be better tailored to generate a good response from them. This all comes from the science of Neurolinguistic Programming, and I’ll let you do the internet surfing for more details. But basically you can develop several quick questions at the start of your interview which will help clue you in as to the learning style of your subject. From this you can craft better questions. “Describe what a typical day at your factory looks like” is not a great question for an auditory learner, for example. So, if I’ve got a visual learner, I might say “what does success look like to you at this company?” If she’s a kinesthetic learner, I might phrase it this way “How did you actually build the company for success—give me the steps?”  For an auditory learner, “What kinds of feedback do you hear from customers that tells you you’ve hit on a successful formula here  at Company ABC?”
  4. Plan the Arc of the Interview. Every interview has a beginning, middle and end much like a story. I never ask my most critical question first, but rather build a story line to the entire experience, that both my subject and I move through together. If you have to edit video, this is the most successful way to create editable content that won’t eat up valuable editing time.
  5. Know How to Get A Better Answer. The worst thing you can say to an interview subject is “can you repeat that?” because it generally makes people become self-conscious and/or entirely forget what they just said.  If you instead use body language to indicate you couldn’t hear the answer properly 9even if you did), or a simple “Sorry…?” people almost always repeat their answer and improve upon it.

For more interview techniques and hands-on practice sessions, contact me for one of my workshops. I bring these into organizations and also give them at major conferences and events across the country.

Lately I’ve worked with several law firms who are upping the ante in terms of their brand presence.  But with the recent demise of Howrey (who changed to the fashionable one-name brand as part of its re-branding campaign a few years back, not so many months before going belly-up), many may wonder if re-branding is not only a waste of money but also a portent of impending corporate doom.

I’d like to make the case that it’s not re-branding that’s the problem, but what goes on behind it.

The motivation for re-branding is the key to its success. If the goal is to put new packaging on an old product (The Gap), then it probably won’t work. If the goal is to re-present an old brand to new audiences (“it’s not your father’s Oldsmobile”) it can work, but needs to be thoughtfully designed. And if the goal is rolling out a new brand, then the success lies in whether that product or service really has an audience in the first place.

In the case of Howrey, the re-brand was preceded by a decision to streamline the firm’s business lines into several key areas: anti-trust, litigation, and intellectual property. The problem with that strategy–it became clear in hindsight–was that Howrey could no longer be an all-purpose corporate law firm.  When times were flush, that worked. But as the firm expanded and swallowed up competitors, it became more and more likely to have conflicts of interest and have to turn down work. Enter the recession, and the whole thing was over.  So it wasn’t the re-brand that killed Howrey, it was the strategy behind it.

So what kinds of strategies can support a re-brand? I believe in an integrated approach:

1. Use social media. Still frightening to many corporate and nonprofit leaders, social media allows organizations to engage clients and members with a personalized voice. It also gives them a way to receive feedback from clients, and tools for mining existing contacts for prospects. But social media requires having internal guidelines and teaching staff how to use it most effectively. It remains a task that is often foisted on the newest/youngest members of a team, rather than its most seasoned players, who are often your best brand ambassadors.

2. Advertising. Placing the right ad in the right venue can support other marketing initiatives and enhance name and brand recognition. One of my colleagues in the nonprofit space says her organization gets some of its top hits from a tiny, 1 inch sidebar ad in The New Yorker magazine. Knowing more about your target audience (which you can do through social media!) really helps in making an advertising strategy effective.

3. Logos, names and taglines. Re-brands tend to come with new identity packages and tag lines. Some are great (“Take your ideas to the world.”–Baker & Botts). Some are so generic you wouldn’t know what a company does  (“A tradition of innovation”–you know who you are, or do you?).  The key with logos, names and tag lines is not that you have them, but what you do with them. If your strategy is to put them on your new web page and sit back, waiting for clients to arrive, then they probably won’t make a difference. If you can position them in ways to grab attention and re-enforce market position, then they can help put you ahead of the competition.  Frankly, even The Gap gained loads of attention and a good read on customer loyalty to its original brand identity when it got negative reviews of its new logo.

4.  Web 2.0. Many organizations are still somewhere around 1.6, while some in the commercial world are fast approaching 3.0. Web 2.0 simply means the death of the web page as road-side billboard, with more interactivity,  more opportunities to refresh content, a recognition of the role of search engines, and the integration of tools like comments and video.  It is now what consumers expect of their vendors and non-profits.

5. PR Matters. This is where the softer touch of public relations comes into play. Buying sponsorships at your local AA ball park or supporting a local food drive could be just the right places to roll out your new brand, and provide better visibility and more targeted market segmenting than pure advertising.  Closing the gap between “hard” and “soft” marketing can also be accomplished with educational tools like a podcast series, that helps prospective clients see your expertise and talent in action, then link back to your products and services.  PR is also essential when something goes wrong with your brand–such as the recent debacle over the high-priced pre-term birth drug rolled out by KV Pharma.  Trying to drag out the PR hoses once the barn is already on fire is harder than having a strategy in place to begin with.

6. Use Real ROI. Counting the number of hits is out. Understanding who the hits come from  is in. Whether you use analytics tools from Google,  Lithium or Radian, you still have to decide what it is you are measuring and why. And since most service industry and non-profit marketing is cumulative, putting a value on the quality as well as quantity of your social media interactions is key.  (more on this in a future ROI post)

Takeaways: Re-branding isn’t perilous in of itself. It just must be accompanied by a strong strategy and an organization whose actions and words are consistent with its mission.

I was thrilled that The Social Network won Oscars for original music score and editing. Both of these crafts are essential, in my view, to successful narrative film.  And they are critical elements to my most successful online and event video productions, too.

So often, I find that music and editing get short-changed.  Clients want fast turnarounds–to get something on YouTube or their website–and these crafts get left by the wayside. But the projects that are most effective–whether for issue advocacy, education, or fundraising–are almost always those in which I’ve been able to spend the time crafting the edit and working with a composer on an original score.

What makes the difference?

On the editing side, it’s having time for multiple refinements. Not those that just wear down the original concept and don’t improve it. But those that are significant stylistic approaches–montage sequences, transitions, pacing–that result in better impact of the visuals.  An edit that I’ve been able to spend time designing, and my editor and I have had the time to evolve creatively, is one that will be stronger for that collaboration.  At a bare minimum, one should budget one edit day for every finished minute of end-product.

On the music side, a composed score matches the nuances of emotion and picture perfectly.  So often, clients want to rely on stock music for budget reasons. And yet, it often takes more editing time to make stock music support the images, pacing and emotional content without seeming to be overbearing or inappropriate.  Often stock music cuts have just one set of instrumentation per cut, for example. Whereas in a composed score, I can create a transition from a powerful, fast-paced montage to a slower-paced sequence by using different instruments but maintaining the same musical theme, for continuity.  I’ve been very effective with library music, too, but it takes significant time to search for the right cuts, with the right pacing and instrumentation, and having a specific (editing) game-plan for weaving them all together. Whether using stock audio or custom, having time to properly mix it–along with nterviews, narration, and “natural sound”–also helps keep distractions to a minimum and reinforces a production’s goals.

So if your story has an emotional component–as every good narrative should–then you need to strongly consider adding the time and budget for effective editing and music scoring.  Your show will have added impact, which can change bottom-line results from a “nice video” to something that changes minds, or opens checkbooks.

In philanthropy, the saying is that people give to people, not causes. Connecting at the level of hearts and minds has always been critical to building long-term relationships with donors, and also with grassroots supporters. And the best way to do that is through storytelling.  Now that YouTube and other Web 2.0 tools are giving so many nonprofits a “channel” for their stories, personal narrative is being rediscovered.  But to tell a compelling story requires critical elements.

What makes a compelling story about mission?

1.       Focus on outcomes. Everyone loves a success story. Reality TV is filled with them: obese person becomes thinner, aspiring chef wins the prize, talented singer gets a record deal.  Think of the success stories in your organization, but instead of listing them as bullet-points, express them through anecdotal stories.

2.       Focus on people. The people who make it happen and the people whose lives are changed. Who are the teachers who made a difference in students lives? What are those students doing today? Who is the volunteer who went into a community and changed it for the better? What is happening in that neighborhood now? What would have happened to that child without a medical intervention paid for by others? What kind of life does this child have today?  Interview-driven narratives are highly successful at building the case for donors and volunteers.

3.       Show why your organization matters. Somewhere in the narrative, you need to show viewers why your organization made a tangible difference in the outcome.  It wasn’t just random acts of kindness that led to this success. It was your people, your dedication, your/their dollars at work.

4.       Engage viewers in their own narrative. Make sure there is a call to action somewhere in your story, usually at the very end. “How can you make a difference just like Alice did?”  “With just 20 cents per day, you can change the life of a child like Shawn.” “Join us at our XYZ event to make your voice heard.”  Think about what story viewers want to create for themselves after watching yours.

5.       Provide follow-up options. If a viewer is moved by your narrative, they should easily be able to click somewhere next to the video or case study to do something–sign up for the conference, make a donation, become a member.  Despite the tendency to want sheer numbers—hey, our video got 20,000 views!—you really want qualified viewers. You also want the video to be the entrance point to engage them with other content, either on your web page, Facebook page, etc.  So be sure you provide that option in your web video interface.

Telling and hearing stories is our oldest human instinct. Web 2.0 just makes it easier to share.

It’s time to kick off the New Year.  Are you ready? Here are some of my resolutions, when it comes to branding and marketing, that is.

1. Add more video content. YouTube is the second most popular search engine after Google. So it’s important that people searching for a brand find the content there. I’ve been primarily using Vimeo, because I prefer its copyright protections, but this year I may have to give in and post some clips on YouTube.  I already have video clips on my site, but I could do more to keep them fresh–I am a video producer, after all!

2. Set aside less time for email, more time for social media.  According to Neilsen Research, social media has now surpassed email for communication. I want to be sure I’m working in this space and not still getting sucked into the batting-away-emails mode.  Facebook also just surpassed Google in terms of most sought website. So maybe I have to suck it up and put a professional page there, in addition to my personal one. What do you think?

3. Be a more consistent blogger. I’ll admit this year I fell off the wagon a few times and didn’t post weekly. That reduces pickup by Google and other search engines. Guest posting was really successful and I want to add some more guest bloggers this year. Let me know if you’d like to be one!

4. More speaking engagements.  I got pretty tied up with content production this year, and only did a handful of engagements. This year I’ll be giving 5 workshops at the NAB Convention in Vegas, so I’m already on my way to doing more presentations in 2011.  It’s a great way to meet people, and take time to consider the big picture of social media, marketing and brand strategy.

5. More comments from you.  I’ll admit it, I’m a little anxious about posting on controversial subjects. It gets more hits but the comments can get rough. But I’ll try to be a little more daring this year. Shoot me a topic you’d like to hear more about.

Happy New Year to you and yours. May it be a great year for advancing your mission, raising awareness about your issue, or bringing more impact for your company.

YouTube is now the number two search engine, after Google. What does that mean for those involved in fundraising, marketing and branding? That people are searching for videos about your people and your organization, not just looking for written content.  So in 2011, you may need to be ramping up your video presence on the web.

What do you need to know about video content best practices?

After having produced hundreds of videos for advocacy, motivation, education and marketing, here are my Ten Commandments of Video Content (OK, really only 7 because 10 is just too long for a blog post):

1.  Know Thy Brand. If you are a 100-year-old institution, you may have a great (and lengthy) brand story. What part of it makes sense to tell through video? Who are the voices that can best evoke your essence? If you’re a new group, do you need to establish some gravitas? How do you do that without being staid? Knowing your brand will help define your creative approach—the most important element in your video toolkit.

2.  Know Thy Target Audience. What compels your prospective audience? How old are they and what is their predisposition towards your subject matter? (translation: how long will watch your video before bailing?) If you don’t spend some time thinking about your audience, and better yet getting to know them through surveys, focus groups and face-to-face contact, you can waste a lot of time and money on video that doesn’t connect.

3.  Know Thy Goals. “To create a really great web video” doesn’t count as a goal! Are you trying to generate support for a fundraising campaign? Promote a new program or initiative? Let people know about a new product or service? Give a window into your people or your operations?  Each type of goal requires a different creative and technical approach, from camera selection to list of interviewees.

4.  Know Thy Technology. I like to shoot in 16×9 Hi-Def whenever possible with cameras that record to P2 cards rather than tape, to avoid lengthy digitizing sessions and ensure great-looking images. Although I recently became enamored of the new DSLR option to shoot video and LOVE the way it looks and feels. [For techies—the Canon 5DMKII with the Canon EF 24-105mm f/4 L IS USM Lens] If you didn’t acquire hi-res or render your animations in the right way, you will have pixilated, crummy-looking video on any size screen—and often you end up wanting to use web video in a live event context where image quality really matters. Viewers are sophisticated, and this has an impact on their perception of your brand or their consumption of your content.

5.  Know Thy Budget. I can’t count the number of times I’ve been asked to produce a proposal without knowing the client’s budget. This is a waste of time for everyone. Consider this analogy. Would you go to a realtor and say “I’d like to see some houses” and not tell him/her what your price range is? You might see some mansions but not be able to buy any of them. Or, you’ll walk through homes without any of the features you want and need. Figure out what you want to spend not just based on a budget line-item but the cost-per-view or cost-per-acquisition you are willing to pay.  Then your vendors can give you a fair assessment of the best bang for your buck, both technically and creatively.

6.  Know Thy Downstream Uses. If you plan right, you can multi-purpose your raw content for other projects. If you don’t, you can’t.  Most of my projects for return clients use anywhere from 25% to 80% recycled content, but that’s because we’ve discussed in advance asking alternate questions of interviewees, shooting additional b-roll in a particular location, and produced alternate graphics options.

7.  Measure Impact. How are you rolling out your video? Can you offer sneak previews to a live audience so they can help you promote it online? How will you measure the effectiveness of your project?  How are you driving traffic to it? Who are you enlisting to drive the traffic there? (more in a future post on helping your staff and board use social media to do this).