There are a TON of lists out there that identify the top _# of things to do for really anything you want to explore (whether it’s building a model or building an organization). I’ve been thinking about these lists in terms of adopting social media tools and think that most of the lists are hitting on the same exact things. So, why recreate the wheel over and over when the core theory is the same?
Here’s my list that I think hits at the core of all the other lists for social media strategy.
5-Part Social Media Strategy Process
Audience
Identify the audience or community you want to engage. This includes thinking about who you are already communicating with and how, as well as what groups you want to start communicating with who you currently aren’t including. Who you want to talk to, listen to, and create a community with is the foundation for everything else you do with social media tools because it is what ultimately decides the success or failure of your other decisions—if you base your timing, tools, and process around those you want to be a part of your work, then you’ll be a lot more successful than if you pick tools you like when it’s convenient for you without considering the community you want to use them.
Resources
Identify the resources currently available within your organization. Resources include staff knowledge and comfort with different tools, experience levels of staff working with supports, volunteers, and the public, staff with time available, staff with appropriate job duties to include social media, available budget for training or workshops, etc. Often, we forget that because the actual application/software/tool may be free, really using it is not. What we put into our social media engagement is what we get out of it, like everything else in life. If you only have an hour a week to post to a blog, then it is unreasonable to expect a lively conversation and community emerging from it, at least not very quickly. By evaluating what resources you already have on hand in the organization, you are much more prepared to fully examine your options. And remember, sometimes you assumptions about social media use and your staff can be way off! There is something out there for all of us, and more and more people around the world are engaging online, so don’t assume that it’s only your college intern who knows how to use these tools!
Success
Identify what success will look like. This is really helpful in order to evaluate the appropriate tools for your work. If you want to create a space for volunteers and potential volunteers to share their knowledge and experiences with each other you are going to need very different tools than if you want to create a space for volunteers and potential volunteers to share that information with you. It’s also important to remember that social media is a changing space, with tools and applications, even functionality, evolving every day. So, your definition of success has to be flexible to the changing times and the changing needs of your audience.
Technology
Identify what technologies are most appropriate. Now that you know who you want to communicate with, who and what you have to work with in your organization, and where you want to go with the relationships, you can identify some tools to start exploring. There are lots of blogs, directories, and lists available online to help you get started picking tools that match your goals. One great way to help guide you in the process of identifying and selecting the most appropriate technologies is to ask your community! What are they using now? How would they like to engage with your organization? Explain what success looks like to you and ask how they would go about getting there!
Evaluation
Identify what measures of success can be used. You know who and what, and you identified where you want to go, but before you dive in you also need to establish how you can measure and monitor activity from day 1 onward. This includes things you are probably looking at already like the number of visitors to your website and subscribers of your emails; but, it also includes metrics based on the funcationality of the tools you choose and how you identified success. If you are using a forum, then measuring the number of replies to post (or, if your forum allows voting, then the positive feedback on posts) could be appropriate, as well as the ratio of people signed up vs posting vs replying, etc. It’s incredibly important for the success of your work to evaluate how things are going throughout. If something isn’t working to the degree you had hoped, it’s okay! Identify that issue, and correct it with either an alteration to the current tool or set up, or by shifting the group to a different, more approriate tool. Just be sure to openly communicate your evaluations, ask for feedback (”Do you see what we see?”), and explain any changes well ahead of time.
So, get going!
Of course, the hardest part isn’t getting to day 1, but all that comes after day 1. Creating a successful startegy for using social media isn’t completely new - you are creating strategies for your communications, fundraising, outreach, volunteer recruitment, and more. What’s great about so many social media tools is that all of those other areas can be integrated into your work/presence online!
What part of the 5-step process above was the hardest part for your organization to tackle? Which was the easiest? Is the process missing anything - what would you add?


This month’s 
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31-Day Comment Challenge (catching up!)
Day 23: What Makes a Great Comment?
Describe the feature and characteristics of a great comment: Personally, one thing I think makes a blog post interesting, inviting, and better is the questions it asks and not necessarily the questions it answers. So, this carries over to comments. When I leave a comment on someone else’s blog, I like to take a stab at answering or responding to the main question asked but also like to include another question. This keeps the conversation going and what are blogs and comments for but enabling conversation!
Day 24: Comment on a Blog Written in a Foreign Language
There are growing numbers of translating services available online to help you find and read blog posts and websites that are generated in other languages. Although this isn’t a blog, for this challenge I started following and sent messages to a few Twitter users from Madrid. I was actually feeling nervous when I sent the first message in Spanish, but received kind replies and have enjoyed following the new connections.
Day 25: Take a Break!
I have obviously taken a break from some blogging/commenting but it is all due to heavy work load of a project about to launch that I will blog about in a few minutes!
Day 26: Exploring Other Ways to Comment
Explore how you might use multimedia for a richer commenting experience. Consider whether or not you think multimedia is a better option and how it might impact learning.
I am excited by enriching conversations by multimedia commenting and look forward to incorporating more into my own blog. I often find that I begin to leave a comment on another blog and realize I’ve written a few paragraphs and still have more to say. So, I will just turn that comment into a blog post here and link back to the post as a more interesting and fleshed out comment. This is the same for linking back to posts that spur you to get out thoughts using Seesmic, Utterz or something similar. I’m curious if any of you have enjoyed exploring new options for commenting/posting/sharing.
Day 27: What Do You Communicate About Your Personal Brand Through Comments
To me, this goes back to the “What makes a great comment” question. I think that much of what I try to do both on this blog and in the many events/trainings I coordinate and help with is to ask more questions than answer more questions. I love sharing the ideas, thoughts, experiences and opinions I have about nonprofits and social media. But, I think that there is a great deal of value in the questions we can ask to help guide strategies, adoption, decisions, and work. So, in a face-to-face meeting, email, blog or comments, I’m always trying to stir up, consider and provoke questions. How am I doing?
Day 28: What’s Your Blog Commenting Strategy?
Commenting wasn’t something I really looked at strategically prior to this 31 day challenge. Something that I have taken from all of these wonderful opportunities for self reflection and evaluation is that commenting, just like blogging and other social media practices, needs to be done strategically if it is going to be successful and at the same time not drive you mad. There are so many insightful and interesting blogs out there that I could read and comment all day long, every day. That wouldn’t be very strategic, though. I have decided to try to have ‘blogging’ days and ‘commenting’ days where I do one or the other with the amount of time I would otherwise try to spend on both together. So far, I am really finding it a good balance and much less stressful as I’m not worried about commenting too long and not getting to the blog, or vice versa. Do you have a strategy for your commenting? Or commenting rules you use when leaving comments?
There are lots of questions embedded in the different topics above, but, one thing I’d also like to hear from you is a suggestion for a blog you read but have never commented on and what keeps you from taking that next step in the conversation.