July 6, 2010

Alumni Communicators: Reframe Your “Case for Support”

Filed under: — Janis Johnson @ 7:47 pm

Evolving technologies keep alumni communicators on a reactive whirl. A new idea to test, a new format to try — all with the purpose of keeping the alumni information “churn” going. But what’s the communications strategy that will both create value for alumni and yield ROI for the institution’s overall goals for increased support of various forms? Alumni as a whole and in discreet groups are powerful networks that can be harnessed for many purposes. They want to be engaged with each other and the institution, but often alumni are not asked nor given the tools to harness their support in targeted ways. Good models for the potential of alumni networks can be found in the Obama presidential campaign and the Tea Party movement, which have applied a strategic direction, smart use of technology and an array of communications tools to advance their objectives.

In our experience, alumni communications offices miss the big picture because they are typically understaffed, underfunded and stretched thin with tactical responsibilities for promoting events and pushing out information. Often they are middle managers who have the will but neither the budgets, the time or the strategic experience to offer the 35,000-foot view. 

However, just as strategic development communications became more central to fundraising campaigns a decade ago, alumni communicators are rising to senior positions as part of advancement leadership teams in forward-looking institutions today. This takes both vision and investment from senior leadership.

In our recent alumni association strategic planning project with The Napa Group, we defined alumni communications best practices and provided a roadmap for strategic investment. We’ll talk about this at the CASE Summit for Advancement Leaders on July 18 in New York City. Check out our presentation, Reenvisioning Alumni Associations for the 21st Century.

One popular assumption that needs to be challenged early is that the rise of social media makes effective communication “free” of cost. While new technologies have provided more online options and relieved print budgets, it’s people who are going to get the job done. And their time isn’t free. In fact, they are busier than ever because they have more tools at their disposal and are expected to use them all appropriately — sending emails to chapters, updating websites, managing social media, creating print materials and advancing institutional goals.

These top trends in ”best practice” alumni communications provide the foundation for the “case for support” for enhanced investment:

  • Strategic planning: Alumni associations recognize that they must prove their relevance in the face of all other groups competing for their constituents. The savvy associations are reshaping themselves to deliver market-focused programs through strategic planning.  Increasingly associations, like UCLA Alumni, are rebranding themselves as the lifelong link between alumni and the university, shifting perceptions that position the association as a major contributor to the institution’s overall success.  
  • Market research: Alumni associations have used various forms of market research to (a) identify their key value to their alumni and (b) reinforce that value consistently throughout all forms of communications – including print, online, social media, personal visits and events.                               
  • Website portal: As lifetime links between alumni and the university, associations are converting their websites to information services to inform and engage alumni in the university’s life, not just the association’s. Coordinated with institutional websites, alumni websites connect alumni to the university’s story while fostering relationships among alumni.                                       
  • Strategic communications: Alumni communications professionals are rising to strategic leadership in overall advancement operations, just like their development communications colleagues began to do a decade ago. They are advising their institutional colleagues and coordinating efforts to reach and engage alumni in targeted ways.                                 
  • Communications leadership: Such higher-level leadership roles also require that alumni communicators measure the effectiveness of traditional and emerging communications, including the realignment of print, electronic, online and social media for strategic outcomes.                              
  • Social media networks: The rapid rise of new technologies, such as social media and mobile communications, are powering alumni networks. Alumni communicators must understand how to apply these tools as part of the overall marketing mix.

A communications audit is an excellent first step to launch this strategic approach because it delivers unvarnished facts, needs and opportunities from staff and alumni audiences – and creates a roadmap for the future.

What are the key elements of your alumni communications “case for support?”

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April 14, 2010

Fundraising is Business!

Filed under: — Janis Johnson @ 7:01 pm

There’s been a lively debate underway in the Chronicle of Philanthropy about whether about fundraisers are “selling” a product. Putting money at the center of the development relationship taints the process, argues veteran fundraiser Jennifer McCrea in her Exponential Fundraising blog. Yet the notion of “selling” shouldn’t be a dirty word because it solves problems and meets needs, counters Sasha Dichter of the Acumen Fund.

I brought this up the other day with an MBA graduate and trustee of a university planning a new capital campaign. His reply: “In the business world, we say, ’you don’t get what you don’t ask for.’…People are scrutinizing their philanthropic choices more than ever before. I don’t know anyone who isn’t looking more carefully at these decisions.”

In this economy, with greater competition for less money, many fundraisers are seeking coaching in sales skills for more focus, faster results and higher yields. Not only that, but another article in the Chronicle of Philanthropy says that people skills are no longer enough for fundraisers to be successful. The market is calling for fundraisers with multiple talents to compete for donations in a changing marketplace.  Note the use of the word “compete.”

As a fundraising marketer, and, yes, that’s what I admit to, my job is to persuade donors and potential donors to invest in the causes I represent. A donor I interviewed at another institution a few months ago made it very clear that he would rather have a business plan than a so-called case statement. Why? Because development writing has earned a bad rap as a ”feel-good” document designed to tug at emotional loyalties rather than also sell a product.

That soft style is not going to cut it any longer, as economic discipline has forced more rigor in fundraising. Increasingly donors want to hear about an organization’s strategic plan, its technology infrastructure and the other administrative pillars as proof that the institution is going to operate like a business and manage and invest philanthropic dollars smartly and strategically.

Today’s fundraising case for support must develop the business case for investment. I thought Sally Patterson nailed it well last fall in “Creating a Case for Sustainability” in Advancing Philanthropy. She wrote that the case statement must convey that an organization has all the essential elements to survive — and that it has taken steps to ensure its long-term viability.

Donors have competing demands for their time and their money. They are often loyal to many organizations. They are bombarded with social media, email, get-to-know-you breakfasts and high-level dinners. Their time is valuable and they don’t have a lot of it. These donors have many options today, and they need to be sold. Case statements must anticipate the arguments that fundraisers must have when they are meeting face-to-face with prospects. Such documents are useless if they are merely internal wishlists or descriptions of what you do. Nonprofit consultant Tom Ahern made that “case” this week at the annual Association of Fundraising Professionals conference.

Fundraising is one of the most visible marketing tools an institution has — and the case for support must provide the persuasive roadmap. The best case statements are market-focused — credible and logical, realistically assessing current challenges and providing an aspirational vision of future possibilities. They give donors the information they need and they speak to the values they hold.

Too many case statements simply don’t make the case in this competitive fundraising environment – and waste time, money and, ultimately, opportunity. 

Vision, implementation and change — these are the themes of a nonprofit’s case for support in a post-recession economy. So let’s not be timid about talking business. Donors who truly want to make a difference expect nothing less.

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March 21, 2010

3 Steps to Rebound Your Marketing for the Recovery

Filed under: — Janis Johnson @ 9:47 pm

It’s time to end recession thinking with the official close of winter — and spring forward with marketing for the economic recovery. Several of my nonprofit, small business and independent consultant clients have spent the last weeks of winter taking the 3 critical steps to rebound their activity in activity in 2010:

  • Focus
  • Focus
  • Focus

Communications activities suffered badly in the recession, although communicating value was never more important. Yet stretched budgets, reduced revenues and decreased fundraising income often left little choice. Survival thinking took a toll on creativity and caused everyone to think small, reminding me of the “lizard brain” paralysis described in Seth Godin’s new book, Linchpin.

Last year found many small organizations getting stuck in the churn. Getting unstuck can take two paths, both driven by “focus.” One is to understand your value proposition and do it better than your peers and competitors. The other is to carefully differentiate between a brand problem and a business problem. Once that’s resolved, reviewing and perhaps repositioning your marketing is the logical next step.

The latest research confirms that customers are tired of hearing about the recession, paving the way for tapping into consumer optimism. Stepping back to take a good look about how you are positioning your business is a timely exercise that can put you on the leading edge as the recovery heats up. It’s the core of a communications audit.

Is your message buried in your materials? Have you truly leveraged your business concept in your marketing? Are you trying to pursue too many audiences and none of them with full attention? Have you listened to your customers recently, and what are they saying? Do the people in your organization have the tools to be your messengers and ambassadors, whether it’s you, your small staff, your volunteers?

I’ve developed this “Spring Forward Bootcamp” as a cost-effective half-day program to refocus and rebound marketing communications for community nonprofits, small businesses and independent consultants to refresh your marketing with impact and momentum. We’ll roll up our sleeves together to (1) clarify and target communications goals, (2) review and assess messages, materials and systems and (3) focus your story and map out strategies into a communications action plan for 2010.

What I know today about marketing I learned in the first half of my career in journalism. The basics are the same – who? what? when? where? how? — and, most importantly, why? With these fundamentals, you can truly focus your marketing outreach:

  • Who are you?
  • What value can you provide me?
  • When, where and how do you make it happen?
  • Why should I do business with you? Why should I donate to your cause?

I’ve been applying this thinking to my own “spring forward” value proposition – helping you map out the framework to strengthen your story, develop the strategy and implement your communications roadmap to take advantage of the rebound in 2010.

What steps would you add to this “rebound your marketing” plans?

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February 5, 2010

Duke Mag & UVA President Share “Brutal Facts” with Alumni

Filed under: — Janis Johnson @ 12:37 pm

With increased focus on alumni associations as portals for support for university strategic priorities, Duke and the University of Virginia have come forward with best practice communications worthy of serious notice. Both elite institutions with significant endowments, in 2009 they wrestled with what Jim Collins calls “the brutal facts” that “great” organizations must face — and then provided a full accounting, and solutions, to alumni and other constituencies.

In my whitepaper last year on “Communicating Value During the Economic Downturn,” I cited Duke’s early wins at keeping alumni informed and thus generating credibility, understanding and greater support. The recessionary spiral, the whitepaper argued, became “a timely chance to communicate more and focus a lens on the organization’s value while donors, alumni, volunteers, employees and those receiving services are seeking facts and assurance.” 

A year later in Duke Magazine’s November-December 2009 issue, “Sizing Up a Smaller Duke,” the university followed through with more details of its challenging financial realities and, importantly, its proposed remedies. Duke kept the faith with its constituents by focusing a lens on difficult, yet thoughtful, steps to scale back its ambitions due to to decreased endowment and fundraising revenues. Institutions build greater trust and buy-in when they share their realities with us, especially through comprehensive approaches that are more sustainable than knee-jerk cost-cutting occurring at many higher ed institutions. 

In his last year as president of UVA, John Casteen is carrying a similar message around the U.S. in his regional tours. Speaking to alumni and parents in San Francisco in January, he talked about the belt-tightening in a context of continued growth and progress in the university’s $3 billion campaign. And with his 20-year view as president, Casteen previewed the university’s continuing challenges and ongoing recalibration with declining state support. (That visit, by the way, was followed up with a personal note from Casteen to every attendee.)

Today UVA’s 2008-2009 annual President’s Report arrived by email in a stunning high-tech electronic format with links, videos and slideshows — and a clear message from the president: “Using new technology allows wider circulation with lower production costs. For the first time, we can now send the report to every member of the University faculty and staff, as well as all alumni.” The contents contain lengthy financial details along with a forward look at “imagining our third century.”

While alumni associations ask, “do we still matter?,” Duke and UVA are offering some solid answers through their communications strategies. And what they are also letting their supporters know is that university strategic planning is once again on the front seat as institutions rethink how best to balance mission and market. UVA’s 2020 plan is already in process.

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January 21, 2010

The Latest Buzz on Thought Leadership

Filed under: — Janis Johnson @ 8:13 pm

Consultants and entrepreneurs are typically thought leaders, but may not realize or appreciate it, so they miss personal marketing opportunities. That’s often true of marketing consultants, who excel at marketing their clients but not themselves. And it’s even worse for many women consultants, according to Kate Purmal, a consultant in the San Francisco Bay Area, told the Women in Consulting North Bay/Marin group. “You know your material, you deliver it, it all seems painfully obvious, but you feel you don’t have that much to contribute.”

Purmal, who has her own firm — Kate Purmal Consulting – works with start-ups, emerging ventures and small businesses to launch and implement strategic initiatives and coaches clients on thought leadership and sales skills.

The term “thought leader” was coined in 1994 by Joel Kurtzman, editor in chief of Strategy and Business – one who is a “futurist” or is recognized among peers and mentors for innovative ideas and demonstrates the confidence to promote or share those ideas as actionable distilled insights.

Why position yourself as a thought leader? The advantages are clear, Purmal noted:

  • Establish yourself as a credible source
  • Showcase the breadth of your skills
  • Deepen your role as a trusted advisor
  • Create more exposure and generate more leads
  • Build and elevate your brand
  • Raise rates and increase revenue when you develop supporting collateral, such as a book

Thought leaders establish their positioning in various ways. Some thought leaders are trend-spotters (Faith Popcorn), others are provocateurs (Timothy Ferris, author of The 4-Hour Workweek). Some have a unique voices while still others are curators of ideas and aggregators of thoughts, but applying them in fresh ways.

Working with clients to develop and promote their own thought leadership, I’ve found that it often takes a particular lens and outside perspectives to identify and put shape to what’s potentially “thought leadership.” That can apply to personal and small business marketing, as well. It’s smart to bounce your ideas off others and work carefully to refine a succinct message. But that shouldn’t mean paralysis-by-analysis either. Here are other ways Purmal advises to get started or continue the thought leadership journey:

  • Don’t be afraid. Take a stand.
  • Pick the most valuable thing you do and use that as your calling card, at least to get in the door.
  • Craft a compelling and credible bio.
  • Convert your area of expertise into a thought leadership platform that you can use in a variety of ways.
  • Find the hook — and apply it in blogs, whitepapers, email newsletters, presentations and social media posts (Twitter, Facebook and LinkedIn).
  • Believe in the value of improvisation, innovation and the “art of possibility.”
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January 13, 2010

What’s Hot, What’s Not: 5 Marketing Trends for 2010

OUT with “Survival,” IN with “Growth” — these lead my What’s Hot/What’s Not marketing trends for 2010.

Feeling whiplashed by 2009, many of us have been talking about a sudden flurry of activity as 2010 opened. Pushing uphill with ferocity the first week of the new year, a university colleague mused, “I think we’re just doing more with less.” Had the economy suddenly improved by leaps because the year had turned? “Clearly there are signs that things are better,” a nonprofit recruiter noted as she posted a surge in new positions for several clients, ”and organizations have decided they can’t keep demanding too much of their existing staff if they want to move forward once again.”

Years ago I wrote regularly about “What’s Hot, What’s Not” trends in columns for Knight-Ridder Newspapers (which moved from the “Hot” to the “Not” column all too quickly as a newspaper chain that disappeared in recent years). So I’m reprising that Hot and Not snapshot with 5 top trends with broad implications for marketing communications for higher education, nonprofits, small businesses — and personal marketing — in 2010:

Hot: Growth/Not: Survival

Hot: Reinvention/Not: Relapse

Hot: Mobile/Not: Wired

Hot: Fresh content/ Not: Disregard for usability

Hot: Managing social media/Not: Letting social media manage you

What are your top picks for 2010?

These two wise approaches set a wise foundation for your rethinking  about a rebalanced 2010 — Zen and the Art of Twitter and Rohit Bhargava’s Non-Obvious Marketing Trends.

Now’s a good time, too, to consider a brand update – without overinvesting in unnecessary change or cost during this still somewhat transitional time.

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December 7, 2009

Doing Business with Virtual Assistants

Filed under: — Janis Johnson @ 5:00 am

Virtual Assistant

Entrepreneurs who have small businesses and start-ups as well as solopreneurs and independent consultants often have one bad habit in common — we try to do everything ourselves. Yet, as one of my new Virtual Assistants recently told me, we need to know when to get out of our own way and focus our energies on the activities that make money. In my case, that focus is university marketing and communications, alumni and development communications and nonprofit and small business marketing.

Where to concentrate among all the things that come up each day is not always a simple equation — each of us must assess the tasks for maintaining or ramping up productivity in our business. However, as independents or entrepreneurs, we most juggle many things, aren’t particularly good at delegating, have a tendency to micro-manage and are reluctant to pay for something we know we can do even if it distracts our attention from what really matters.

Yet what I’ve come to learn as I study where I’m spending my time is that using VAs frees up my time to invest in my own knowledge work – the communications strategies I develop and implement for my university, nonprofit and small business clients. In other words, it takes a village!

What is a Virtual Assistant anyway? Technically a VA is an independent entrepreneur providing administrative, creative and/or technical services, according to the International Virtual Assistants Association. “Utilizing advanced technological modes of communication and data delivery, a professional VA assists clients in his/her area of expertise from his/her own office on a contractual basis” is how the IVAA describes the role.

Some of the most popular categories of VAs are those skilled at organization and maintenance (a host of clerical duties), project/meeting/event coordination, customer service and relationship building and personal assistance.  Others may have very specific expertise, such as graphic design, online research, webinar oversight, newsletters and press releases, website updates, marketing and growth management activities and social media management.

In this economy, professionals whose businesses have tanked or who have lost their jobs are becoming VAs pay the bills, stay busy and market themselves for new and more sustainable work. They are also entrepreneurs who are augmenting their own small businesses, professionals desirous of only part-time work and others otherwise known as “freelancers” or “consultants.”

Daria Steigman, whose Independent Thinking blog I follow, recently wrote about VAs for the International Association of Business Communicators. I also consulted Katie Gutierrez, founder of Assistant Match, which specializes in small businesses that are experiencing rapid growth and workload bottlenecks. Assistant Match finds the VAs and prescreens them, that in itself a major time-saver.

Here are some tips for expanding your team with VAs:

  • Start with your own self-assessment. What are the priorities for your time? What are the things you can do but could delegate? What are the time-eaters that aren’t making you money but are part of doing business?
  • Try out one or more people. Your VA has to be a good match with your temperament, processes (such as meeting your deadlines) and bring enough value that she/he is invaluable to maintaining and/or growing your business. It may take a few tries to find the right relationships so be prepared for that.
  • Set up a time-limited test assignment to analyze the VA’s work and your investment.
  • Don’t try to force fit all your needs into one VA — hire two or more for specific tasks if that makes sense to your needs, the specialties required and your operating style.
  • Create a budget for your VA support, understand the parameters clearly and reevaluate the arrangement monthly. VAs typically are paid hourly, and if they are managed by an agency, billing will likely occur in 15-minute increments. Administrative support tends to be less than specialized skills such as graphic design and social media management.
  • Establish performance expectations at the outset, just as you would with any professional providing a business service.

And communicate often! Out of sight does not mean out of mind in the virtual office. Employee development expert Marla Rosner has some very wise recommendations about long-distance delegation. Managing a VA is no different from managing any other assistant and requires professional courtesy, input and support, collaboration and feedback.

With fewer distractions and more efficiency, using VAs allows you to right-size your business and refocus creativity and time on what you should be doing to be successful.

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November 29, 2009

Really Putting Social Media to Work

Filed under: — Janis Johnson @ 6:59 pm

Two new studies provide new and compelling data about ongoing struggles to keep social media in the strategic marketing mix by nonprofits and corporate chief marketing officers. These reports confirm some trends I’ve observed recently with clients in university marketing communications and alumni relations offices – good ideas and technologies need appropriate staff and budgets to put them fully to work.

Coincidentally I also heard about social media fatigue from a couple of favorite bloggers. question markHere’s a quick summary of these recent cyber exchanges:

  • A study by the public relations firm Weber Shandwick found that the vast majority of nonprofit organizations (88 percent) are experimenting with social media to engage key audiences, but a significant majority (79 percent) are uncertain of how to demonstrate social media’s value for their organizations. And, only half (51 percent) report active use of social media. In reporting on the study, the Association of Fundraising Professionals noted that  nonprofit executives are skeptical about social media’s ability to reach donors, media and policy makers.
  • More than four out of five (84 percent) chief marketing officers (CMOs) allocate less than ten percent of their budgets to experimenting through social media and non-traditional communications channels, with more than half (55 percent) allocating just five percent or less, according to a study by The CMO Club and Hill & Knowlton, while the number of adult Internet users who have profiles on social networks quadrupled to 35 percent in 2008, from eight percent in 2005.

What I find most illuminating in the current conversations is the vital shift in focus to resources — people and budgets. It’s easy to get excited about new technologies and experiment at the front end, but the reality of sustainable implementation unfortunately seems to be more of a “Phase 2″ than a “Phase 1″ consideration. 

Of particular interest were these findings in the Weber Shandwick report: “With nearly 70 percent of nonprofit professionals projecting their 2010 communications budgets to remain the same or decrease compared to last year, finding the resources and expertise to implement social media strategies is a widely shared challenge. Fifty-two percent of organizations concede they do not have enough staff to manage their current social media outreach and almost two-thirds (64 percent) report that their organizations do not have social media policies and guidelines in place for employees and board members to engage appropriately online.”

University and nonprofit communications staff are smart, can-do professionals who often go the extra mile to meet expectations. Many of them have simply started creating social media communities through their websites as another service that adds to the many things on their plates. As these reports show, these staff and their bosses would be well-served to step back and assess their strategies for social media, its relevancy to the outcomes they seek and how they are going to provide the resources to keep the tweeting and friending going.

As universities and nonprofits look once again at tight budgets for the next fiscal year, here’s a plan of action for scaling social media practices in your marketing mix:

  • Begin with assessing the needs. What are you trying to accomplish, and why?
  • Determine the best tools for your organization, not other organizations.
  • Decide what’s real: Who will do the work? Do they have the skills and the willingness? What will staff have to stop doing to tackle more active social media engagement? What will be lost if one communications tactic becomes a priority over the others?
  • Cease looking at social media as activity that staff can do in their free time.
  • Engage only in activities that can be done well.
  • Put social media responsibilities and outcomes into annual workplans; integrate and measure their activity; resource them appropriately with people and budgets; reevaluate every 90 days.
  • Consider phased implementation — start small, set expectations appropriately and ramp up as resources become available — or as the measurable results make a case for adding more social media support.
  • Can volunteers be trained and used effectively to help advance social media activities?
  • Equally importantly, assist communicators at all levels in learning how to manage up. Often their superiors don’t know the process or the best solutions and need wise counsel, even if it’s not what they want to hear about the latest trend.

And, if you’re still with me, here are some honest insights from bloggers Michael Stoner and Brad Ward about how they are scaling their own social media activity in the context of making smart business decisions.

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September 17, 2009

Social Media’s PR Problem

Social media evangelists mixed it up with novices and skeptics over Twitter, Facebook and other Twitter (2)new tools for business and nonprofit marketing at Women in Consulting’s (WIC) program in San Francisco’s North Bay area last night. The digital divide remains fairly wide — the early-adopters have impressive success stories while the reluctant and unconverted are too overwhelmed by time, resources, technology and cute (“tweeting”) jargon to get in the game.

Certainly there is impressive new research to fortify the social media charge forward (see the roundup below). But the them-us undercurrent isn’t helpful. Where persuasive data and strategic handholding might ease the resistance of some CEOs, marketers and other business and nonprofit executives, they can’t be clubbed into acceptance. These issues crystallized this week with noted blogger Seth Godin’s provocative rant that while “the marketing world has changed completely,” nonprofits are “paralyzed in fear” of change and thus squandering huge opportunities. His comments caused quite a healthy stir.

All brouhaha aside, the evidence is inescapable – social media is no longer a fad, and, perhaps more essential, it is valuable and necessary for business. We have to consider the times that we are in:

  • This year more than 4 out of 5 online Americans have been active in either creating, participating in or reading some form of social content at least once a month, Forrester Research reported at the end of August.
  • In 2009, there will be 18 million US adults who access Twitter on any platform at least monthly, representing a 200% increase over 2008, eMarketer reported last week. Usage will reach 26 million US adults in 2010, a further 44.4% climb.
  • More than 8 in 10 management, marketing and HR executives responding to the July 2009 survey by eMarketer cited relationship- and brand-building as benefits of social media. Execs also considered social media a good tool for recruitment (69%) and customer service (64%), and 46% thought it enhanced employee morale.
  • And as an example locally in San Francisco, Facebook is driving 5000 people a month to the new California Academy of Sciences, driving participation from younger age groups and leading to people to buy tickets and become ”fans” in other ways, according to Sorel Husbands Denholtz, a social media strategist for the museum, a WIC presenter.

Social media has changed the business of PR and marketing, forcing countless communicators to jump on a fast-moving train without knowing where they are headed and lacking solid preparation for the unfamiliar new territory, customs and language. ”Marketers need to restrain their often-innate impulse to sell, and join the more conversational culture of the blogosphere,” writes John Patella in CW Bulletin of the International Association of Business Communicators. “PR folks need to learn a new set of tools, look beyond the comfort zone of conventional—and vanishing—media and sift for opportunities in an ever-changing news landscape.” In other words, the new paradigm requires creating buzz and awareness by engaging and building a community, and once trusted, reaping the rewards through sales or fundraising.

Having sat through numerous social media seminars and talked with many colleagues and clients, clearly the biggest hurdle for the plunge into social media is how to get started. Next is the equally significant challenge of implementation — investing the expertise, time and resources for success over time. Although many of the tools are free, easily accessible and scalable, let’s be honest — applying social media to organizational communications takes vision, people, time, common objectives and commitment. It’s not about sitting around and letting things “happen.”

The evangelists can advance their cause by offering more intuitive counsel and less hype to those genuinely seeking guidance and answers. The incessant patter of geekdom distractions is diluting their powerful message. [Are there 300 million people on Facebook? But there are only 133 million registered bloggers. Well, are we talking about populations the size of China, India and the U.S.? No, just Russia, really and more than two times the U.K.]

As in any marketing initiative, a thoughtful analytical process should occur at the outset to determine what behavior a company or nonprofit is trying to drive and to define the desired endpoints of social media initiatives. Then come careful scoping of multiple options, dedicated follow-through and ongoing execution. Let’s be further emphatic — social media to cultivate, grow and sell is not play, it’s a serious business of communications and relationship-building . And in this competitive environment, social media has advanced so far already that organizations must now turn to pros to make the most of the opportunities.

We also must yield to the wisdom and enthusiasm of the youthful prodigies, who are nipping at our heels, and rightfully so. As 16-yearold Internet entrepreneur Daniel Brusilovsky, Founder/CEO of Teens in Tech Networks, reminded our WIC audience rather bluntly, “It’s time to get connected. A new generation is coming in, and you guys have to let us take over.”

To my clients and colleagues, I say, alrighty then. The brave new world may feel real uncomfortable, but it’s definitely time to develop our social media IQs.

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September 16, 2009

Digital Marketing World Fall 2009 Virtual Conference

Web 2.0 Online CollaborationSocial media and “killer content” held court today — once again — at Marketing Profs’ Digital Marketing Virtual Conference, the second one this year. Cruising through the sessions and booths at this information-loaded real-time experience is completely worth an all-day visit.

The statistics continue to accelerate — 60% of Americans use social media, according to Becky Carroll of the Petra Consulting Group and Michael Brito, social media strategist for Intel, in their presentation, “Building Customer Loyalty on the Social Web.” Of that 60%:

  • 59% use it to interact with companies
  • 93% believe that companies should have a social media presence
  • 85% believe a company should interact with its audiences via social media

It’s remarkable how the social media buzz has changed from the “wow” factor to some serious long-term thinking. The experts have moved beyond their fascination with the cool tools and more thoughtfully into the durability of the social web for longer-term marketing strategies. In getting started, how’s a business to choose the best course of action? The marketing basics of relationship-building still count. ”Map out a strategy first, because the tools will change, and you want to be able to adapt to the next tool out there,” Carroll advised. “Believe it or not, Twitter won’t always be around.”

That’s really a solid point.  The Marketing Profs group certainly has its tactics well-mapped to an overall strategy: this virtual conference reportly has 12,000 registrations.

Another new study presented by Carroll and Brito correlates financial performance with ”deep brand engagement” among the Top Ten brands, such as Starbucks, Dell, Google, Yahoo and Intel. The take-aways here are that simply listening to customers without responding and taking action makes a business’ social media strategy not only ineffective but irrelevant. Social media marketing must create a real conversation, not just sell your brand. That means showcasing competitors’ good ideas, exchanging knowledge, being authentic and believable. Through that service comes credibility, and the most successful firms, small to large, have proven that credibility through social media leads customers to action — to buy.

‘Killer content” is a term that’s been refined, too. Think of it as engaging customers outside of particular transactions, noted presenter Kathy Warren, digital strategy-social media program manager for Hewlett Packard, and Kari Homan and Natanya Anderson of Powered, Inc., in another session. Killer content is something far different from messaging, demos and press releases.

Take HP’s online Learning Center, which they described as the “crown jewel” of the firm’s integrated marketing strategy. The interactive site drives brand loyalty and acquires new prospects through a learning environment rich in lifestyle content based on consumer needs and interests. The 115 content areas, tied to HP’s business objectives, are broken down into four categories: PC Security and Maintenance, Home Office, Digital Photography, and Microsoft Office and Adobe. Users create profiles and choose from a host of options — such as newsletters, customer insights and analytics, and social tools. Through this unbiased information, many customers eventually migrate to a purchase decision about an HP product, but that’s not the exclusive — or apparent — goal.

HP’s numbers tell the story of a successful Learning Center strategy:

  • 22 million visits since 2004
  • 1.3 million enrollments
  • 92% would recommend the site to others
  • 22% reported a purchase of an HP product
  • 11% have stayed actively engaged since 2004

Among what the presenters called the “10 Commandments of Killer Content,” keep these priorities in mind:

  • No infomercials — ever!
  • Know and honor your audience and what they want to learn.
  • Offer breadth and depth of content — keep it fresh and relevant but also some content that will have a long life.
  • And here’s a really good one — listen to your customers and use that data to cut through organizational politics to make decisions about the content that will make them part of your community.
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