Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
1
MynameisTemiAdewumifromTAGbConsulting.Ibelievethatthereisagreatneedforeffectiveuseofdigitaltechnologyinnotfor profits– oftypesandallsizes.Myspecialtyishelpingnonprofitcommunicationsprofessionalsinthetechnicalaspectoftheirjobs.MostprofessionalsstartoffwritingnewslettersandAnnualreports,orcreatingsocialmediacampaigns,butthen,alsoendupmanagingwebsites,developingvideo,andeven,orcreatingtechnologyplansfortheentireorganization.
So,ifyou’reacommunicationsprofessionalwhoallofasuddenhastomanageawebsite,purchasesoftwareorputadigitalplaninplace,let’schat!
2
Beforewestart,please satisfy mycuriosity- thiswillalsohelpwithsomeofourdiscussions.Whattypestypesofnonprofitsarerepresentedtoday.
3
ThisiswhatIknowaboutvolunteers,havingworkedwiththemforabout20yearsinvariousnotforprofits.
1.Theywanttoberecognizedforwhattheydo,regardlessofthereasonforwhytheyvolunteered.
2.Theywanttheirtimeand skillstoberespected.
3.Theywanttoknowthattheyaremakinganimpact.
4.Theywanttoknowthatthenotforprofitisdoingitsparttohelpthemgivetheirbestwork
4
Now,let’sgetasenseofyourworkwithvolunteers.
Asktheslidequestions
Interactive:Forthoseofyouwhoworkwithvolunteers,whataresomeofyourchallenges?
Ifyouareavolunteer,whatareyourfrustrations?
Optional:Whatroleareyouin:communications,membership,programming,management?
5
staff/volunteerconflictlackofunderstandingofroleslackofvolunteersupportlackofrespectforcommunicationsitselfwithintheorganization.Forsomereason,communications mayberelegatedtothebackground,eventhoughit’scrucialtonotforprofitoperations
6
Toillustratethechallenges,inthenextfewslides,I’mgoingtoprovideexampleshowsomenonprofitsincorporatevolunteersintotheircommunicationsstrategy.TherearetwoparticularpatternsthatI’veobserved.
Youmayhavealotmore– eachNFPisuniqueandnooneNFPwillfitexactlyintothesemodels.
7
FirstistheVolunteerledNFP
Volunteerled organizationsusuallystartoffasheavilyvolunteerdependentintheirorigin,sothere’salotofownership.Suchorganizationsonlyaddstaffoncetheydeterminethattheyneedmoreexpertisethantheycanprovidethemselves.
Suchorganizationshavetheirvolunteersstillretainagreatdealofcontrolineverythingtheorganizationdoesfromprogramming,fundraising,hiringstaffandevenhumanresources.
Volunteersalsoserveonthecorporateside,incollaborationwithstaff.
8
Volunteers, not staff, have a firm grasp on the way communications are conducted, the organization’s brand and how internal and external communications are carried out.
Because control is usually with the volunteers, they would much rather still use volunteer help whenever possible. Staff may be seen as an unavoidable expense, which then creates a tension and conflict between both roles. Conflict (both spoken and unspoken) may also occur between staff and volunteers, due to the imbalance of roles.
In my observation, in such organizations, staff input may
9
be sought, but volunteer opinion takes precedence.
9
The term“volunteerdriven”meansthatthevolunteersinthisorganizationoftengivetheiroveralldirectionandleavestafftodotheimplementation.Moreofa“dothis,”not“howto”
Oftensuchorganizationsaredrivenbybusyprofessionals,whocreatetheorganizationtoadvocatefortheircauseorprofession,orcreateanassociationoflikemindedindividualswhoneedmutualsupport.
TheyaretoobusytoworkonthedaytodaytasksofrunningaNFP,andso,choosetohireprofessionalstodoso.
10
Volunteersaretoobusyintheirownlivesandcareers,andmaynotpayenoughattentiontowhat’shappeningintheorganization.
Duetothisbusyness,theymaynotprovideproperoversight,leadingstafftoguessonwhatvolunteerswant,orcausesignificantdelaysinmovingforwardonprojects,especiallyaseverythingmustbesignedoffandapprovedonbythevolunteers.
Suchorganizationsmaysometimesberiskaverse,andonlyconductmajorprojects,suchasacommunicationsoverhaul,ifsimilarorganizationshavedonethesame.Staff(fromtheEDdown)mayhavetoworkdoublyhardtoconvincethevolunteersthatchangeisneeded.
11
Theideal,iswherebothstaffandvolunteerscollaborateequally.Forvolunteers,I’dsaythatthey:
Volunteercommitteesprovideinputonvarious initiatives,andhowcustomers’/members/donors/communityneedscanbesupported.
Volunteers liaisewithstaffonthebestwaystopresentinformation
Volunteersadvisestaffonwhatissuesneedtobepromoted,properterminologyandlanguagetouse,andhowbesttodistributetheinformation.
Volunteersserveasrepresentatives,ortheeyesandearsoftheorganization
Volunteers’opinionsaresoughtwhileprojectsareinthedevelopmentstages, notfinalstages
Volunteerinputisheardandnoted,andleadstorealchange bothinternallyandexternally
12
Theideal,iswherebothstaffandvolunteerscollaborateequally.Forvolunteers,I’dsaythatthey:
Volunteercommitteesprovideinputonvarious initiatives,andhowcustomers’/members/donors/communityneedscanbesupported.
Volunteers liaisewithstaffonthebestwaystopresentinformation
Volunteersadvisestaffonwhatissuesneedtobepromoted,properterminologyandlanguagetouse,andhowbesttodistributetheinformation.
Volunteersserveasrepresentatives,ortheeyesandearsoftheorganization
Volunteers’opinionsaresoughtwhileprojectsareinthedevelopmentstages, notfinalstages
Volunteerinputisheardandnoted,andleadstorealchange bothinternallyandexternally
13
Akeypartof incorporatingvolunteersintocommunicationsstrategyisrealizingthateachpartyneedstheirownspecificroles,evenastheyneedeachother.
So:Whatcommunicationsrolesshouldbehandledbystaff,whatshouldbehandledbyvolunteers, andwhatdoyoucollaborateon?
14
Whatneedstofirsthappenforexcellentcommunicationstooccur:
• Volunteersandstaffneedtounderstandthattheyarepartofateam- withequalcapabilities.Neithershouldlookdownontheotherornegatetheinfluence,expertiseorskillsoftheother.
• Bothstaffandvolunteersneedtobeseenasassets,notcommodities.BythatImean,neitherstaffnorvolunteerrolesshouldbeseenasexpendableordisposable.Bothplayanequalroleincommunicationssuccess.
• Aclearoutlineofstaffandvolunteers’expertise,capabilities,rolesandresponsibilities.Whentheserolesarenotdefined,itleadstoconfusion,whichleadstoconflict,whichleadstochaos.
• Bothvolunteersandstaff’sneedsformotivationneedtoberespected. IntheNFPsector,itisunderstoodthatmoneyisnotamotivator. Inthatcase,workatyourNFPshouldbeawin/winforallparties.Workmustbefulfilling,enablingbothvolunteersandstafftogrow,andexpandtheirskills.Don’tstickeitherin“joe”jobsandexpectresults.
15
Allthisiscrucialbecause…welldevelopedcommunicationsareessentialtoensuringthatanNFPsmandate,missionandimpactarecarriedout.
15
Atitscore:volunteersareyoursubjectmatterexperts.
Everygoodcommunicationsstrategystartsfromthesubjectmatterexperts.
• Theybringinexpertiseandknowledgefromtheirprofession
• Theyknowwhatthemarketthinks,what’srelevant,howtheyshouldbetalkedto
• Theyinformonwhatyour“market”needstoknow,what’srelevantorirrelevant,howtheirpainpointsshouldbesupported,andhowthe“market”shouldbekeptengagedandresponsive.
16
Staffare:Thepublishers.
Findingwaystogetthatsubjectmatterexpertiseoutofvolunteers, knowingwhatstrategicquestionstoaskaboutvolunteers’experienceandexpertise.Thismightrequiregettingembeddedintotheirworldforabit,researchingindustryterms,oreducatingyourselfonkeyissuesoccurringinthecommunity.
Theytaketherawdataandinformationfromvolunteersanddecidethebestwaytocraftthemessage,andwhatchannelswouldbebestfor distribution,howtosellthemessage.
17
ServingonacommitteeoradvisoryboardSharingexperienceandexpertiseBecominginfluencers,findinginfluencers– key forsocialmediaReviewingcontentforwebsites,newsletters,membercommunications,communicationswiththepublic
18
DesigningofeducationalprogramsEstablishingstandardsandpoliciesCreatingquestionsforevaluationsReviewingdataobtainedfromstudies,orsurveys byprovidingacontexttoanswers.
19
Staffarecontinuity– retaintheoriginalknowledge oftheorganization,soarebestfor:
Strategy:communications,publicrelations,contentmarketingEstablishingprocedures(thisisthe“howto”;volunteersprovide the“whatto”)Crisismanagement– definitely needskilledleadershiponthisWebsitedevelopmentandmanagement– notjustsettingupwebsite,designit inaspecificwaytogetactionfromstakeholders,donors,membersProcuringsoftware
20
Oncethesubjectmatterhasbeendefined,thesetaskscanbeassignedtoeitherstafforvolunteers,dependingonresources:
21
Oncethesubjectmatterhasbeendefined,thesetaskscanbeassignedtoeitherstafforvolunteers,dependingonresources:
22
Thisstatement ismoretruenowthanwhenMarshallMcLuhanwrote this.
Theemergence ofdigitalchannelschangesthemessagethatisnowbeingdelivered,andeven,changesus,andthewayweinteractwiththemessage.Caremustbetakentochoosetherightchanneltodelivermessagesforcommunitybuilding,advocacyorpublicity.
23
Beforechoosingacommunicationschannel,organizationsshouldtrainvolunteersandstaffon:
- Howeachchannelworks- Ifyouraudienceusesthechannel.Forinstance,- Howtotailoryourmessagetothechannel.- Whatmessageyouwanttogetoutthere,andwhichchannelwillgivethemostimpact.
24
Whenusingdigitalchannels:
Digitalchannelsarevisual,relyonimpactandprovidinguserswithanexperience,asameanstobreakthroughconstanttediumandglutofinformation. No longeroneway,wheresenderputsoutcontentbutdoesn’tknowhowit’sreceived.
Volunteers(andstaff)needtobetaughtabouttheimpactofeachchannel.Don’tjustleaveituptochancethattheywillknowhowtouseeachtool.Trainingmustgobeyondjustknowinghowtousethetoolsto:
• Howtoengageintwowayconversations:Engagingyouraudiencemeanssharingcontentthatencouragesthemtoact.
• Howtogetyourmessageacrossconcisely.Nolongthinkpiecesorarticles.• Howtopersonalizeyourmessagewithoutcomingacrossasinauthenticorsalesy.• Howtogetyouraudiencetotakeaction
25
Herearesomethingstoponder:
YouTubeisnowthemostpopularsocialmediasiteFacebooknowmorepopularwiththoseover50. OnFacebook, photosperformbestforlikes,comments,andshares ascomparedtotext,video,andlinks.
26
WeseethatTwitterusage hasgonedown.Andremember,Twitter,isprimarilytextbased.So,when yourleadershiptellsyoutogetonTwitter,usethatstatfromPewResearch
IGstat– oursocialtimes.comhttps://oursocialtimes.com/16-statistics-to-show-why-marketers-need-instagram/
Ontheotherhand,Instagramisrisinginusers.Hootsuite– 59%ofIGinUSareunder30.Intermsofwhythisis:visualappealmatters,andpeoplerespondbettertovisualinfothanjustplaintext.
So,beforeyouchooseachannel,bepreparedforsurprises.Checkthestatsfirst!
27
Here aresomeexamplesofdigitalchannelsandwaystheyencourageactionandresponse.
Charity:Water’smission,since2006,hasbeentoraisemoneytohelplocalorganizationsinthedevelopingworlddrillwellsas wellaswater-pumpingand-purificationprojects.
Thefirstscreenshot isacommunityproject,whichshowsdonorstakingaction,bycreatingactivitiesthatbringawarenesstotheneedforwater.So, it’sbothinspirationalandcommunitybuilding,andalsobringsattentiontoCharityWater’smission.
28
Readslide– firstpersonquotation, don’tneedtoseethefacetotelltheemotion.
29
Putting thereaderinplaceofthesubject.Justimaginewhatitmeanstojustsimplygotoschool,insteadoffirsthavingtotrekmilesforwaterbeforethensettingoffmilesforschool.
30
ChoosingWiselyCanada isacampaigntohelpdoctorsandpatientsstart talkingaboutunnecessarytestsandtreatments.Alotofthisischallengingpre-conceivednotionsamongpatientsandphysicians ofwhattreatmentsshouldbeprovided.So,alotofeducationisneededforbehaviorandevenculturalchange.
Tactics- Encouragingphysiciansandtheirassociationstolaunchlocalcampaigns,and
providingthemwithatoolkitandinstructionsonhowtostartacampaign
31
Givingresourcestophysicians sotheycanexplainidenticalmessagestopatients,explainingtheconcepts ofovertestingandovertreatment.
32
- Providingcasestudies,sothatdoctorscanseehowothersuccessfulcampaignshavebeencreated.
- Overallwiththeseexamples,doctorsarebusy,anddonothavetheknowledgeorexpertisetocraftpersuasivemessages.So,staffhavedoneitforthem,byprovidingthemwithtemplatesandinstructionsonwhattodo.Onceyouhavesuchresourcesinplace,volunteersarelesslikelytoveerawayfromthemessagesyouprovide.
33
Advocacybyaprofessionalassociation:
Advocacy meansbringingattentiontoanissue– inthiscase,opioids,andthen,canvassingsupportfromthelocalcommunityinordertoeffectchangeatthegovernmentlevel.Someassociationsstartoffwithawarenesscampaigns.
34
Takesacomplexissueandbreaksitdownso thatitcanbeeasilyunderstood.
35
Rallying thetroops– pointingouttheirsimilaritiesandsharedinterests,sothatwhenthelobbyingcommences,theyhavethesupportofalltheirmembers.
Asyoucanseewitheachoftheseexamples,thechoiceofmediumhelpsbydrawinginthereaders,invitingcomments,discussions,andinvitingreaderstotakeaction.Seetheuseofphotos,thechoiceofwords.Thechoiceofmediumalsohelps.CharityWatermakesuseoftwitter,FacebookandInstagram,ChoosingWiselyalsohasanumberofchannels,butchoosestosendpeopletoitswebsite,whereas,variousassociationsmakeuseofTwitter,andothertacticssuchasinfographicstodistillcomplicatedinformation.
It’snotjustonechannelanymore,andthemessagehastobeadaptedforeach.Withchoosingwisely,youcanseehowtheeffortisbeingmadetoensureallparticipantsareonmessage.Givingouttoolkits,instructions,etc,arehelpful,buttheyalsoenableallparticipantstostayonmessage,andareallconsistent.
36
So,sofar-Asyoucanseefromtheexamples,havingvolunteers workeffectivelyincommunicationsmeans:
• Participationfrombothvolunteersandstaff
• Twoway,interactivecommunicationvstraditionalonewaycommunication
• Mustdemandactionandengagementfromtherecipient(orhowelsewillyouknowit’sworking?)
• Clearandconsistent messaging
37
• Read quote• This quoteisfromNonprofitpro.com
• Tobesureyou’regettingouttherightmessage,youneedtobesimple,clearandmemorable.
38
Aswe’veestablishedearlier,staffarethegeneralistsorpublishers,whilevolunteershavethespecificsubjectmatterexpertise.
Communicationsworkisverydiverseinthatitallowsforvariouslevelsofinvolvement.Youhavethedailyongoingtasksofcontentgathering,research,andpublishing,allthewayuptostrategicplanningthatrequiresspecificskillsandexpertise.
39
Assessyourvolunteers’engagementlevelbeforeassigningtasks.NancySchwartz,fromGettingAttentioncallsthisthe“committedvsthecasual”volunteer.Youwouldn’tvieacasualvolunteerthetaskofcreatingcommunicationsstrategy,butyoumightaskthemtocreategraphics.
Don’tjustassigncommunicationstasks.Assessfromthestartwhatyourvolunteer/staff’snaturalabilitiesare,andwhatskillstheywouldliketodevelopandhowyourtaskandprojectcanhelpthemgrowfurther,bothpersonallyandprofessionally.
Forvolunteersinparticular,rolesandprojectsthatinspirethemtoreachoutandexpandtheirskills,aremorelikelytohaveahigherlevelofengagement,andcreativity.
Knowwhenyou’veexhaustedvolunteerpossibilitiesandneedtohireexpertisetohelpwhetherinhouseorexternally. Hiringoftenmeansthatthestaffpersonhasafiduciaryresponsibilitytogettheresultsyouwant.
40
A.Adescriptionofyouraudiences,bothinternalandexternal.
Internal:staff,members,volunteers,currentdonorsExternal:Demographicsofmembersofthepublicthatyouwanttoreach- tobecomemembers,donors,interestedstakeholdersandpartners.
B.WhatcommunicationschannelswouldbemostappropriatetoreachandcommunicatewithWhatmethodsarebesttoreachthem?AretheyonFacebook,LinkedIn,orTwitter?Morelikelytorespondtoapublication,phonecall,ordirectmail,oremail?
41
C.Keymessagesyourorganizationwantstoshare
• Haveanumberofpointsyouwanttospeakaboutforwhichyoucandevelopkeymessages: thisiswhatwestandfor,thisiswhatwewanttoachieve,thisishowmuch$weneed,andforwhatreason…
• Establishwhoisthein-houseexpertonthetopics• Makesureyourchannelsareconsistent,includingthebranding.• Toneofthemessages:humour,stories, serious,educational?• Decidewhatinformationisrelevanttoyourorganization
42
D.Atwhatpointintheyearthesemessagesshouldbeshared.
E.CreateastyleguideWhichoutlinesuseoflogo,colours,fonts,typeofimages/graphicsusefulacronyms,andacceptablenamesforyourorganization,aswellaspronunciation.
43
Forallstaffandvolunteers• Sharethepolicies,guidelineswithnewvolunteersandnewstaffwhentheyjust
joinyourorganization• Trainingcouldbeeitherselfpacedorinteractive• UseanintranetorfilessharedviaGoogleDrive/Dropbox• Havevolunteersandstaffsignoffthattheyunderstandtheterms
44
Forvolunteers/staffontheforefront• In-persontraining• Mediatraining• Trainingonuseofsocialmedia,soit’snotjustposting,butactively engagingwith
readers.
45
Consistentmessaging alsodependsenormouslyonorganization’scurrentculture.Thereneedstobeanunderstanding ofvolunteers’capabilities,withtherightpersonwiththerightskillsintherightrole.Teamworkiskey,andsoishavingeverybodyonthesamepage,andsharingthesamemessagewithoutreservations.
And that’swhyit’sessentialtoalsodealwithdissentfromeithervolunteersorstaff.AlotoftimeswithinNFPs,there’seithermisunderstoodintentions,powerstruggles,orapowerimbalancethatleadstoconflict.Dependingonyourtypeoforganization(volunteer-drivenorvolunteer-led),volunteerscanalsobeyourboss.
Duringyourin-personmeetings,getitoutallintheopen.Invitealltosaywhat’sontheirminds,andthatalldiscussionwillbeheardinanon-judgmentalmanner.
46
To ensureconsistentmessaging,prioritizesoftwarethatallowsforcollaboration,co-workingandapprovals.
47
There’samyriadofsoftwareoutthere,here’swhatyoushouldlookforbeforepurchasingeach.Thetypeofsoftwareyouwillneeddependsontheproject,andcanrangefromsimpleteleconferencingtofullscalecollaborationsoftware.
Irecommendusingthesimplestversiontobeginwith,soyoucantestyourneeds,beforegoingtoafullscalesolution.
Lookforsoftwarethatsupportsnotforprofits.Softwaregearedtowardsnon-profitneedsismoreconsiderateofthewaynon-profitsarestructured,andwillalsofityourbudgetaccordingly.
Iseasytouse.Softwareuseshouldbeintuitive,andifnotintuitive,shouldbeeasilygraspedduringtraining.Ifsoftwareisdifficulttouse,it’slesslikelytobeadopted.
Hasaccesstosupportandtraining.Ofallthecriteria,thisitemisveryimportant.Whilesomecompaniesprovidepersonaladvisorstoguideyouthroughentireuseoftheproduct,otherswillprovideatrainingperiod.Trytoavoidpurchasingsoftwarewheretheonlysupportisviaonlineforums,orwherethesupportislimitedtopayperuse.
48
Hasatrialperiod.Somesoftwarecompanieswillallowfora14toonemonthtrialperiod.Otherswillallowyoutousealessfeaturedversionofthesoftwareuntilyouneedtheirmorepremiumfeatures.
Allowsyoutoseeademo.Thetrialperiodcanactasademonstrationwhereyougettousethesoftwareinitsfullconfiguration,oryoucanbeallowedaccesstoademoversionwhereyoucanplayaroundwiththefeatures.
48
49
Collaboration/workspacesoftware:Givesteamsacentralizedplaceinwhichtoshare,discussandworkonprojects.Workplacesoftwareislikeavirtualofficewhichorganizesyourdocuments,tasks,allowsuserstoobtainapprovals,andkeepstrackofallemails.Shouldalsoincludeaprojectmanagementfeaturesoyoudon’thavetobuyseparatesoftware.
Ifyouusecollaborationsoftware,youmaynotneedtobuyothersoftwaresuchasschedulers,filesharing,orprojectmanagementtools.
Focusonsoftwarebuiltfornonprofitcollaboration:itcanprovideyouwithtoolsthataresetupforvolunteers,Boards,andnonprofitstaff.
Beforeadoptinguse,firstcheckfor:• Easeofuse– someofthesetoolscanbeverycomplicatedandveryrobust,when
allyoumightneedisasimplesolutionlikeGoogleDocsforinstance.• Abilitytoassignandmanagetasks• Keeptrackoffiles• Searchandorganizeinformation
50
• Cloudbasedsoftware– soallcanhaveaccess• Useofcalendars• Abilitytosharecontent• Abilitytotrackdocuments,andseeapprovals• Abilitytoseedifferentversionsofdocuments,soyouareallworkingonthesame
version
50
EvernoteorPinterest
Usetheseforcontentcuration.
Anexample couldbecreatinginterestboardofmediamentions,oraswipefilecollection,visibletoallpartiesandusefulduringbrainstormingsessions.
51
Filesharing/transfer:Examples:Dropbox,Box.com,WeTransfer
Youcan’talwayssendfileswithemail.DropboxorBoxprovidespace touserswherefilescanbesavedandpermissionsgrantedtocertainfiles.WeTransfer,allowsyoutosendfilesofupto2GBandwillstorethefilesforaboutaweek,allowinguserstodownloadwhenneeded.
52
Schedulingsoftwareallowsyourteam toautomatetheirsocialmediaposting,aswellasplaninadvancewhatmessagesaretobesentout.Furtherbenefitsarebeingabletoviewwithinacalendarformatwhatpostsaretobesentoutandwhen
AllowsyouschedulingsocialmediapostsforreviewbyallpartiesAllowsyoutomanagemultipleprofiles,scheduletweetsandmonitormentions.Allows forapprovalorreviewbymembersofateamFeaturesofbeingabletorepeatpostsatdifferenttimesoftheday
53
Inthecloud software:I’msureyourememberthosedayswhenyou’dbuysoftwarewhichwouldbesenttoyouwithhugesoftwaremanualsandmultipleDVDs.
Withinthecloudoptions,yourorganizationcannowsubscribeonamonthlybasistosoftwareforavarietyofcommunicationsfunctions:graphicdesign,websitemanagement,videocreation– allofwhichcanbeaccessedanywhere.
54
To finishup:
Participationfrombothvolunteersandstaff– acultureofsharingandparticipationTwo-wayinteractivecommunicationthatdemandsactionandengagementfromtherecipientCreatingguidelinesforclearandconsistentcommunicationsUsingaccessiblesoftware
55
Ifyou’dliketolearnmoretechniques forcommunicatingeffectivelywithsmallnotforprofits,Iinviteyoutovisitmywebsite(TAGb.ca)todownloadacomplimentaryguide:“5strategiesthatwilltransformyourcommunicationsdepartment.”YoucanalsosignupformynewsletterwhereIsendregulartipsonhowtomanagetechnologyinnotforprofitcommunicationsdepartments.
Thankyouforattending!
56
Enjoytherestofyourday!
57
Enjoytherestofyourday!
58