What should be in your association's social media plan? - Association Marketing Springboard
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What should be in your association's social media plan?

Tuesday, September 23, 2008

A good social media plan will have many elements in common with a good marketing plan. But there are differences. For example, social media is never a campaign. And while your members are used to getting emails and brochures, they may not be ready for all the possibilities social media creates. For that matter, your boss and staff might not be ready either. So what's a girl to do?

Here is what I would put in my association's social media plan.
A couple of initial thoughts--focus on social media as an online engagement strategy, not a fancy new website. Also, make sure the language you use in your plan reflects the shared language of your association. Use words everyone will understand--and explain the words that are new to folks.

Situation--There's usually a reason you're doing this now. Are you seeing self-forming groups getting started without you? Are your members asking for more? Do you just know you need to do something, but you're not sure what?

Readiness--Is your organization ready for this? This is where you can discuss issues like the myth of control and your tolerance for open feedback. You should identify the knowledge level of your staff and recommend training for folks at every level. You should also address your social media policies for staff who are representing your association.

Audience--You can go big and license Forrester's Social Technographics survey, or you could go smaller and spend some time listening and searching for your members and constituents on the social web. Either way, you need to understand your audience and know what kinds of social media activities suit their online behavior.

Objectives--Now we can talk goals. Since this isn't a campaign, you'll need some short term and long term objectives. You'll also want to think about how you'll measure your success. More on that later.

Strategy--If you want your organization to embrace social media, you need to start with some victories. Distill your strategy section down to 5 winning ideas that you can easily explain to your entire organization.

Tools & Resources--Notice how we're just now talking about the shiny new tools? When you start talking about tools, you'll need to address both the money and the staff time that will go in to building, growing and nurturing your efforts. And always compare three options. For example, if your strategy calls for building a members-only social network, show association examples from three different vendors who can help you accomplish that.

Benchmarking--The fastest way to fail in the eyes of your boss and your board is to forget to measure your success. There are so many ways to measure success in social media. Choose a metric that matches your objectives.

What do you think? Did I miss anything?

Posted by Lindy Dreyer at 12:28 PM  

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10 comments:

Paul Schneider said...
I am new to your blog and have to say that I think you are right on target. As a technology guy, (I work for a social networking software company) I talk with too many customers that focus on the technology first and then create a plan for using it. We can develop the coolest software, but it will only be effective if the customer has a social media plan, and just as importantly, someone committed to executing it.
September 23, 2008 2:12 PM  

Frank said...
Hi Lindy,
This is a good road map. The one thing I struggled with using Forrester's methodology - and which I also see here - is in nailing the fine difference between objectives and strategy. For now, I say that the objective is what I want the business to get from these initiatives; strategy is how the social media application will fulfill that business objective.
Yes?
September 23, 2008 3:48 PM  

Lindy Dreyer said...
@Paul - I do try to stay on target, thanks for noticing. Bells and whistles used to be expensive. Now that they're cheap, it's easy to go on a shopping binge and bring home a bunch of toys you'll never use.

@Frank - Exactomundo. For me, objectives are always concise bullet points with clear, measurable business goals. In other words, the objective is the destination...the strategy is the map to get to that destination...the tool is the vehicle.
September 23, 2008 3:57 PM  

Miss Lynn said...
Thank you for giving me some food for thought and a little focus! Since I'm working on that social media strategy plan for the theatre, this will really help me with figuring out exactly what will work best for them. I have my gut instincts as how to proceed, I just need to find my path.

And thank you (!!!) for reinforcing that social media is not just about the website, it is about engaging your members (or patrons) in a conversation.
September 23, 2008 4:12 PM  

Peggy Hoffman said...
Excellent thoughts - but they raised a question for me ... how do we merge the strategy vs the tools? I had heard and seen associations start a blog for example with a clear end date (e.g. focused on a convention or legislative effort) suggesting that some social media tools are "campaigns." Or perhaps they are tools for a campaign. And often this is a great way to dip your toe into some of the tools available. So we probably need to think of social media in two categories. Which of course doesn't conflict with anything you said :)
September 23, 2008 5:12 PM  

Lindy Dreyer said...
@Lynn - I'm glad to help. Good luck with your plan for the theater.

@Peggy - In a social media planning or strategy conversation, I would always argue against setting up a blog with a set end date. These efforts take time to blossom and have the greatest benefits over a long period of time. That's why I suggest looking at both short term and long term objectives and looking for a way to marry the two.

But I'll never argue against dipping your toe into social media--if a "campaign" is the only way an organization would consider trying out these tools, then they should set up a campaign and start experimenting.
September 24, 2008 9:05 AM  

Jer979 said...
You are on the money. I'd only add the question of: how do you serve as connector to your members?

One other topic (this is big): does social networking in and of itself pose a disruptive threat to associations altogether? We can talk offline, but I think there's an existential threat looming, possibly.
September 25, 2008 12:19 AM  

Jamie Notter said...
Excellent post! I would add more to the benchmarking/measurement part. I agree you need to measure success, but I would push for something in there about learning. If you are going to do something, than you should be learning from it.

I also think there should be something in the objective/strategy part about choice, but I'm not sure how to articulate it.
September 25, 2008 5:54 AM  

Henri said...
Lindy,

Great post. At what point would you determine whether or not the association needs/should invest into social media? Or do you believe all associations could take advantage of social media give the right plan and resources?
October 6, 2008 4:40 PM  

Greg Hill said...
Great post Lindy. I always have found the challenge to be how to measure success. Is it a number of people who sign up on the social media application or the people who implement it? Or is it a failure because you don't see the success since you can't really know for sure if your members are finding benefit. I have found that word of mouth may be the best indication. Often, I wonder if our members are finding value. When they come up and say, "hey, that was really good. I like what you are doing," that may be as good of indication as you might get.
October 8, 2008 5:25 PM  

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