Archive for the ‘Organizational Culture’ Category

How Mature Is Your Nonprofit’s Social Media Practice?

Click Through to Flickr for Attributions

In our book, Networked Nonprofit, we describe the principles for becoming a networked nonprofit – a nonprofit that is simple, agile, transparent, and works more like a network than an isolated fortress.   Networked nonprofits are experts at using new media (social media, mobile, and other emerging technologies) to spread their missions, design and scale programs, communicate with stakeholders, or inspire behavior change.   Their impact is to make the world a better place.

Yesterday, during a webinar for GuideStar, the question was how does our organization put these high level concepts into practice?    How does your organization avoid falling into the trap that  a networked nonprofit is just about using  tools and platforms?    Your organization needs to think holistically.    If you don’t have a developmental model, you won’t  know where to start or how to prioritize your time.  Or as Inga Broerman, Guide Star VP of Marketing said,  “You won’t know what to say no to.”

I’ve been experimenting with a practice model that I’ve been using over the years and was able to crystallize some of my thinking into  “Crawl, Walk, Run, Fly” that I’ve been testing for designing training workshops and peer learning projects.   It is a self-assessment that a nonprofit could use to determine the level of their current social media practice and think about getting to the next step or a tool that a coach or trainer could use.       The title was inspired by a quote from Martin Luther King, Jr:

“If you can’t fly then run, if you can’t run then walk, if you can’t walk then crawl, but whatever you do you have to keep moving forward.”


The Networked Nonprofit Practice Model

Putting the Networked Nonprofit ideas into practice and using social media and other emerging technologies will only be success if nonprofits take small, incremental and strategic steps. In this model, there are four different levels of social media practice:  Crawl, Walk, Run, Fly.   One level is not better than another; it is just where the organization is at with respect to becoming a networked nonprofit and agile at using social media and other emerging technologies.

It is important to note that it takes months, if not years, to reach the highest level of networked nonprofit practice. Not every nonprofit will go through the levels at the same pace due to organizational culture, capacity, or communication objectives, program design and target audiences.

Crawl

The nonprofit is not using social media or emerging technology or is not using it consistently.  The organization lacks  a robust communications strategy or program plan that can be scaled using a networked approach.  “Crawlers” are not just smaller nonprofits, but may include larger institutions that have all the basics in place, but lack a social culture or is highly resistant to change from a command and control style to a more networked mindset.

These nonprofits need to see inspiring stories of similar size and type of nonprofits and from adjacent practices.  For some, the first action step is to develop a basic communications strategy or program plan.  Once in place, the first social media step should be listening and enhancing the web presence.

Some crawlers may already  have a robust program plan or communications strategy in place, but are facing adoption challenges to working in a networked way.     The first step is a discussion encouraged by leadership about the issues, followed by codifying the rules in a social media policy.    The nonprofit must set up a robust listening process, integrating listening on social channels as part of program or communications planning research.

Walk

The nonprofit is using one or more social media tools consistently, but it is not strategic because it isn’t linked to a communications strategy, campaign, or program plan.    Also,  best practices on tools and techniques are part of the organizational skill set.   These organizations may need assistance developing a social media strategy to support short and long-term SMART objectives and to carefully identify the audience.

Walkers have internalized listening and are able to use the data they collect to improve  engagement and content best practices.   The nonprofit also needs to focus on one or two social media tools, going deep on tactics, and seeing tangible results.   Avoid spreading the organization’s resources too thin.

In addition, leadership may not fully understand social media and networked ways of working.   Often, a “Return on Investment” argument surfaces.  The organization must implement a small, low-risk pilots that can collect stories and numbers to help leadership better understand the value and benefit and costs.

The organization identifies low cost ways to build capacity internally – from using interns or volunteers effectively and integrating social media tasks into an existing job description.    Staff members evaluate current job tasks and identify what they don’t need to do in order to make time for social media and other emerging technologies, all with support from leadership.  They also must look to people outside their organization who they have connected with on social networks and enlist their help.
The nonprofit’s social media policy formalizes the value and vision for social media use and networked approach and encourages “outsiders” or free agents to  help with implementation.   The organization integrates simple measurement techniques and learning as an organizational habit that helps improve practice and documents results from the beginning of every networked approach.

Run

The nonprofit uses one or more social media tools and is strategic, but the problem  is scaling.  Building internal capacity may mature to a point of needing a half or full time staff person who serves as a community manager, building relationships with people on social media or new technology platforms. he networked approaches or social media is not in a silo or guarded by one person or department. This person also works internally as a network weaver or trainer to help other departments or individuals on staff incorporate the use of social media to support the organization’s programs. T This board is also using social media as part of its governance role.

The nonprofit effectively integrates social and emerging technologies such as mobile across all communications channels.  The organization has strong capacity in content creation as well as repurposing or remixing across channels.   The organization has also developed deep relationships so its crowd is inspired to create and spread content.
For program strategy, the organization uses techniques like crowdsourcing to get feedback on program design – whether it is help design a pilot, feedback on an evaluation, or rethinking of a program. The organization has adequately engaged and built relationships with key  influencers whether organizations or individuals.  The organization has codified and shared its program work flow and has made all program tools and materials available so its network can assist with implementation.

Organizations in this category also need to focus on using more sophisticated measurement techniques , tools, and processes.   This may include benchmarking, shared organizational dashboards, and linking results to job performances for larger institutions.

Fly

The nonprofit has mastered everything at the running stage and internalized it.    The organization has created a culture of public learning for both individuals and the entire organization.  The organization uses data to make decisions, but leaders understand how to lead from the heart as well as the head.   The organization has documented and shared dramatic results with its stakeholders and peer organizations.   The organization is part of a vibrant network of people and organizations all focused on a social change outcome that makes the world a better place.

Also, as with all frameworks, the reality is messy.  It might hard to for an organization to fit the profile in anyone category.     It is simply a method to for a trainer to assess or  nonprofit to self-assess their level of practice and figure out how to the next stage.

Where is your organization in this framework?  What does that look like?  What do you need to know, do, or have for success?

Social Media Policy Best Practices: Trust Is Cheaper Than Control

In my book, the Networked Nonprofit, we devoted an entire chapter to creating a social culture, including the development of a social media policy.   On my Facebook page,  I asked folks what the best practices were for creating a policy.   Here’s a summary of the responses and some tips.

What’s In A Social Media Policy?

The tone and philosophy in a social media policy depends on the risk appetite of the organization.   As this was explained in the discussion on Facebook,  organizations with a stronger risk appetite/tolerance for their activities might have a more “permissive” social media policy.  More conservative organizations and fields, might have a more restrictive social media policies.   It’s the all about organizational culture as well as the depth of  senior leadership’s understanding and knowledge of social media.  All these factors come into lay in the writing of policy and how it is enforced.

Structurally, a social media policy has two sections:

(1) Guidelines: This section should be one or pages that summarizes how your organization can be more effective at using social media. It should not be about control, but more on how to use the tools effectively. It should lay out parameters around organizational and personal use.    See Ford Social Media Guidelines for an example.

(2) Manual: This section refers to your social media plan, includes best practices on using social media with specific examples. Many organizations use it as part of their training.   Take a look at the Red Cross Social Media Policy for a good nonprofit example of the operational side of the policy.

What’s the Process?

Your social media policy should be developed in tandem with your strategy.   Discussing the results of the strategy along with the guidelines is valuable.   It is also helpful  to look at what other organizations are doing and pick out the elements relevant to your org and goals

There are many examples out there, so there is no reason to start from scratch.  There is also the Social Media Policy Tool that allows you to answer a couple of questions and it spits out some boiler plate to get you started.   But, if you want the policy to truly work, you need a process, especially if your organization is still grappling with fears and concerns.  ( Here are some tips for addressing those issues)

If your nonprofit is a large organization with many staff, you’ll want to consult with HR, Legal, IT, and other key departments. You may need a couple of meetings to discuss and review the following:

  • Who should be involved writing the policy?
  • Who will vet the policy?

See more advice here

One of the best how-to guides I saw recently was when I was in Canada at the My Charity Connects Conference last June and I sat in on this session. There’s lot of good advice and resources to get your started.

What are the best practices for creating a social media policy? How did your organization develop its policy?  What training and support did you provide? How do you enforce it?

The Networked Nonprofit Board

The last chapter of the Networked Nonprofit is on networked governance.  We thought this would be an easy part of the book to write – all we’d have to do is find examples of how boards online, opening up decisionmaking to outside influences.   There were no examples – so the last chapter of the book is speculative, based on the best thinking of the people who have looked at networked governance.  I dreamed up some scenarios of boards and social media in practice.

As part of my work as Visiting Scholar at the Packard Foundation and coaching grantees on becoming a Networked Nonprofit and using social media effectively,  I’ve also been talking to boards including the museum board above.   We had an amazing conversation about the ideas in the Networked Nonprofit around social culture, transparency, and simplicity.

When we moved from the theory to the on the ground nuts and bolts,   we took look at what the organization was doing on Facebook and the ladder of engagement.  I did ask how many were using Facebook, and almost everyone on this board raised their hands.   (And if I asked who was a member of the baby boom generation or beyond, I”m sure most would have raised their hands as well.)   The next question, “How many of you have “liked” the museum’s Facebook Page?”   Not too many hands went up.

While you may find strangers on Facebook who will climb the ladder of love and go from liking your page to being your organization’s best evangelist,  should your board on the top rung as well?   This prompted a very productive discussion about how this board could use social media to support the organization.

I think you have to crawl before you fly.  So, this is a great first step.  In addition a social media policy,  education and training, maybe a live demo showing how social media works and why it is important.   But getting to networked governance  governance is a big step.

The OnLine blog published an intriguing post called “Social Media and Accountability” where Zachary Wales imagined a couple examples where social media might be injected into governance of a nonprofit.  Not many examples of  live tweeting board meeting minutes or nominating committees looking for a slate of officers on LinkedIN or getting feedback for strategic plans We’re not seeing these governance tasks infused with social media as a  common practice in our sector.   Sounds like science fiction doesn’t it?

How can boards effectively incorporate the use of the social networks and social media to govern?

Resources:
Great Governance:  How Board Members Can Use Social Media by Beth Kanter
Blogging and Tweeting An Open Board Meeting by Beth Kanter
Catching the Wave:  Twitter at a Packard Foundation Board Meeting by Beth Kanter
Social Media in the Board Room by Beth Kanter
Three Ways To Prevent Brain Drain from Nonprofit Boards by Smart Blog

Dilbert’s Social Media Policy and Reflections from Palo Alto Community Fund Workshop

As part of my work as Visiting Scholar for Social Media and Nonprofits  at the David and Lucile Packard Foundation,  I’ve had the pleasure to do a number of workshops in the area.    Last evening,  I had the pleasure of presenting a Networked Nonprofit mini-workshop for a group of about 50 local nonprofits and government agencies in Palo Alto hosted by the Palo Alto Community Fund.

The participants represented a wide range of nonprofits from all-volunteer groups to larger institutions.    The individuals included both staff and volunteers as well as different generations.  I keep hearing from the “older generation” how aware they were of the importance of social media, but how difficult it was to change mindsets.   After the session,  I hear many say how they planned to go back and begin the transformation towards being a networked nonprofit!

Enoch Choi - A Networked Free Agent for Health Care

One of the highlights is that I finally got to meet Enoch Choi who is a doctor at the Palo Alto Medical Foundation and uses social media.  I first “met” Enoch online through Netsquared in 2006 when I was putting together a presentation on nonprofits and the use of tagging.  Enoch is a great example of a free agent – having organized trips to Haiti for physicians to volunteer during shorter periods.

Book Winners Elliot Margolies,  Liz Schoeben, and Mary Colvig.

I always do a book raffle and the winners were so enthusiastic!  The winners included Elliot Margolies (who I also first met at Netsquared event), Mary J. Colvig from Mozilla (and on the board of Hidden Villa), and Liz Schoeben from Cassy.

I covered a few themes from the Networked Nonprofit, specifically social culture, transparency, and simplicity in part 1.  Part 2 took a look at social media strategy principles.    During the part 1, there was an interesting discussion and insights shared by a participant from the City of Palo Alto as their process of developing a social media policy.

The process of developing a social media policy includes not only the written policy, but also the discussion.   The discussion provides an opportunity for an organization to clarify it’s visual for social media.   A social media policy should not be a “Thou Shall Not Document.”     A policy is really two different documents.  A short philosophical piece as well as a operations manual.

I don’t know if any of you are Dilbert fans, but this week the comic strip is taking a few swings at social media in organizations.   Yesterday’s strip introduced “Beth” who is the social media manager for an organization and her first day on the job.   Go read it for a good laugh.  Seriously though, it is an important commentary on the tone of your social media policy.

  • What’s the tone of your social media policy?   Is it encouraging or does it read like a Dilbert comic strip?

Social Media Listening: You Don’t Have To Be Joey Chestnut on the 4th of July!

Wendy Harman from the Red Cross wished me a Happy Fourth of July with a Joey Chestnut reference which reminded of a post I wrote almost a year ago.  Let me explain.

Joey Chestnut won the Nathan’s hot dog eating contest in 2008.   His total for the day was 64 hot dogs.    In 2009, he won again, beating his own record by consuming 68 hot dogs. The thought of consuming 68 hot dogs makes me feel a little uncomfortable.  No downright sick in the stomach.  It’s the same sort of discomfort that some people feel about approaching the task of listening for learning using the social web.

Doesn’t listening require plowing through mountains and mountains of unstructured information?   Won’t it make you dizzy and uncomfortable?  Don’t you have to be Joey Chestnut to be successful?

No!

Networked Nonprofits understand this.  They know how to use social media to engage people inside and outside the organization to improve programs, services, or reach communications goals.  Everyone in the organization understands that social media is more than an external communications tool, and they use it adroitly for their professional learning and even their personal lives.   Networked Nonprofits spell this out in their organization’s social media  strategy handbook and policy guidelines and encourage personal exploration and learning.

It’s one thing to have it written in a social media policy.  It’s quite another to put it into practice.   It does require that someone inside of the organization can help with one-on-one coaching, answer questions, provide support, and do this without loosing their enthusiasm.

It is harder to convince people who aren’t already social media users to use it in their personal lives.   One strategy is to use it as a professional learning tool.  This can be put practice by using listening (and engaging techniques) for program development.

Three Tips for Getting Started

1.  Think of Professional Learning As A Gift To Yourself

[/caption]

Professional learning is and should be a part of staff’s job and honored by the culture. That you feel it is okay to spend some of your work day investing in your knowledge and you gather wisdom from your professional networks via social media channels.

Jeremiah Owyang wrote a great post two years ago called “Pay Yourself First.”   In a nutshell: “Every morning, for about 2 hours, I pay myself first by researching, reading, and writing blog posts…before I dive into email hell.” Many of us in nonprofits can’t afford to spend two hours in professional learning through listening, but maybe we could spare 30 minutes during the day to get started?

I put a sticky note on my computer that reminds to “pay myself first.”   I try (when not traveling) to do my professional learning at the same time each day.    I spend 15-30 minutes reading RSS feeds or Tweets and 15 minutes thinking about something I learned.  Sometimes that happens by writing a blog post which take me 30 minutes.

2. Make It Part of Your Routine

Photo by Salon De Maria

You don’t need to necessarily carve out additional time for professional learning because you’re probably doing it already through other channels.  The challenge is adding it your routine. It is difficult because you have to shift gears from your Outlook calendar, answering emails, meetings, or getting tasks done.   It’s a shift from a getting things done sort of productivity to social productivity. Or rather it is finding your social productivity sweet spot.

Ask yourself how time you can allocate to listening for professional learning.   Is it a half-hour a day, an hour a day, or is an hour or two a week? The point is to get started, block out that time, and start paying yourself.

Think about your current routine.   When does it make sense to integrate something new?    I do my social media listening for professional learning before email and after I’ve created my 3 things I must do today list.  I do it in the morning.  I know other people who do it right after lunch.

3.  Cut Up The Salami Into Smaller Pieces

Cut Up The Salami Into Smaller Pieces (Photo by TalkoftheTomatoes)

It can be difficult to get started.  Some people think they are so far behind and there is so much to do – so they just stay with their current routine and habit.   They also need to get past the concern about information overload and too much unstructured information.  Attending to your professional learning using social media and networks requires making sense out of the leaves rather than being presented a knowledge tree.  The initial dip into the leaves can be overwhelming and unpleasant at first, but you will get past it if you keep calm and carry on for a couple of days.

Pick one small step and get started.  Just do that one thing everyday until it becomes comfortable.

Here are some steps to get started with listening for professional learning via social media.  The bigger questions is – are you ready make the shift?