How to Run a Successful Webinar

As many of my friends know, I’m a big fan of online learning, especially by attending  webinars offered by organizations such as Nten. Next Tuesday, I’ll be on the other side of the computer, joining Michelle Misner of the NY Public Library to present How the NYPL Successfully Project Managed a New Drupal Website.  We had our final prep session today – here’s some tips if you’re planning an online event:

  1. Find out in advance who will be attending so you can prepare the most relevant content.  (You can also learn about participants during the event by asking questions with a few short polls.)
  2. Allow plenty of opportunity for audience interaction, preferably throughout the session – not just at the end.
  3. Keep your slides short.  While it’s good to summarize major points, don’t offer so much information that it overwhelms your viewers.
  4. If possible, ask someone to monitor the back channel – it’s a bit difficult to present and to also handle incoming chat questions.  Provide a hash tag so those who couldn’t attend live can easily follow the live tweets.
  5. Be prepared to switch to a web browser to show something that isn’t available in your slides (and practice how to do this before you actually are in the webinar)
  6. Offer to respond after the event to questions you didn’t get to, or for which you want to provide more information for later –  but don’t promise what you can’t deliver
  7. Offer online resources to others in our nonprofit community for attendees who want to go deeper
Please join us live Tue, Nov. 29 at 2 PM EST (it’s free if you’re an Nten member). If you’re planning to roll out a new content management system (whether or not it’s Drupal), you’ll find Michelle’s story very helpful.  If you can’t attend, read my summary of the event in next week’s blog posting.  Meanwhile, I wish you and your loved ones a safe and joyous Thanksgiving.

What’s New in ePhilanthropy

If you’ve been wondering when you can build your nonprofit page on Google+, now’s the time.  Heather Mansfield offers help on How to Create a Google+ Page For Your Nonprofit. Also view this video by John Haydon.  Here’s Beth Kanter’s take.  But the jury is still out on whether Google+ pages will prove to be as popular as Facebook pages.

Frustrated trying to keep up to date with Facebook?  Get help in John’s Tactical Guide to Recent Facebook Changes and sign up for next month’s bi-monthly Facebook features update from Common Knowledge.

Planning to roll out a new website with Drupal?  Have you already launched, but finding it difficult to manage how to manage content edits and approvals?  Join Michelle Misner and I on Nov. 29 to learn How the NYPL Successfully Project Managed a New Drupal Website.  (It’s free if you’re a Nten member!).

Speaking of Nten, I’ve just signed up for next spring’s annual Nonprofit Technology Conference in San Francisco.  Please register now to lock in the lowest rate.  It’s always the premier event of the year for the #nptech community.

It’s year-end fundraising season again.  Get a jump start by reviewing Farra Trompeter’s online fundraising tips, Convio’s How to Get Your Holiday Appeals Opened and Jeff Brooks’ reminder to Avoid Common Fundraising Mistakes, e.g. remembering that you are not your donor.  And of course, don’t forget to plan a multi-channel campaign.

If you’re in NYC, join us at next week’s 501 Tech NYC event;  this month we’ll chat about Google for Nonprofits.  Also if you manage a nonprofit website, sign up for the next quarterly gathering of the Not-for-Profit Webmaster Round Table, planned for mid-December.

Why You Should Design for Mobile Now

For a long time, I resisted getting a laptop, saying that I preferred the more comfortable keyboard and larger monitor with a desktop.  Similarly, I waited until late 2010 to get my first smart phone, not wanting to pay a premium to navigate the web on such a small screen.

I still spend most of my time online on my desktop either at home or at work, but I do use my smart phone, mostly to stay up to date with Facebook and Twitter.  But everywhere I look, smart phones are everywhere.  So if I was to assume that nonprofit constituents feel the way I do, I would be losing out on an opportunity to connect with supporters on their preferred platform – mobile.

Recently I attended a Convio webinar on mobile strategies for nonprofits.  While I encourage you to download their free guide A Guide to the Mobile Web: Best Practices for Nonprofits, I found these points by presenter Misty McLaughlin especially interesting:

  1. There are many approaches to mobile, such as a ‘mini site’ which highlights your highest value content or a ‘mobile optimized site’ – unless your organization is primarily providing information as your mission, it is usually not necessary to replicate full website content on your mobile site
  2. A good rule of thumb – when mobile visits in your web stats exceed 5% of your overall traffic, it’s time to have a definite strategy to communicate with mobile users
  3. For most nonprofits, it is usually better to focus on a mobile version of your website and not rush to create an app.  In addition to the expense of having to handle multiple platforms (iPhone, Android, Blackberry etc.), there is a much higher barrier to entry since constituents have to find the app, download it, and then remember to use it.
  4. If you’re currently redesigning your website, creating your mobile presence first will help you to provide a richer, more focused and integrated online presence
  5. Although tablets are the rage these days, it is usually not necessary to create a separate ‘tablet’ site since most desktop websites convert well to a tablet screen.
  6. Scrolling on mobile pages is more acceptable than while browsing on a desktop, but you should still limit scrolling on your home page (OK on secondary pages)
  7. If you’re CMS shopping, pick a product that will allow you to:
    • create content once for multiple platforms by separating presentation from content
    • provide auto device detection (so mobile users get the mobile site)
    • allow device-specific tailored displays

Key takeaway – mobile forces us to be smart about our content.  What are the most important actions we want constituents to take?  What is our key message – is it succinct, understandable and repeatable?  We only have our supporters’ attention for a short time, so it’s more important than ever to use that time wisely.

For examples of great nonprofit mobile sites, visit the US Fund for Unicef’s main website and then view its recently designed mobile version. Also, compare the  World Wildlife Fund main website with its corresponding mobile site.   When you look at your organization’s website on your phone, can you quickly find the information you’re looking for without getting frustrated?

For more mobile tips, listen to Nten’s webinar, Mobile for Nonprofits.   And remember that however you feel about using smart phones, you are not your constituents.

What’s New in ePhilanthropy

Most nonprofits are on Facebook now, but fewer are using Twitter well.  Read these 24 Twitter best practices, and 8 nonprofit Twitter superstars who especially do it well, led by Charity:Water, which I highlighted in a recent post.  Also, don’t make these seven Twitter mistakes.

If you’re trying to figure out how to use content curation to benefit your cause, Beth Kanter offers this great primer as well as Content and Curation for Nonprofits on Scoop.It!  New tools such as Storify and Paper.li also offer interesting ways to consolidate great content.  (But make sure you take the time to digest content you are curating.)

Not hearing as much lately about Google Plus even though it’s now open to the public, yet I keep receiving connection notices from people I don’t recognize.  Strange.

There’s no magic bullet for how to succeed in the nonprofit sector, but thanks to Big Duck and the Taproot Foundation for offering these suggestions.

Were you able to attend the recent Blackbaud Conference for Nonprofits or the Convio Summit?  Here’s some ways on how to live tweet from an event from M&R (but make sure you participate in the live discussion – some of my best insights are from Q&A that takes place at events)  Also, Frogloop offers these takeaways on What Your Nonprofit Needs to Know.

If you missed last week’s chat with Andy Goodman on story telling, you can still get the recording from Nten.  Unfortunately, Andy reminded us that many nonprofits are ‘great at what we do, but not good in talking about it.’

Finally, if you’re spending a bit too much time on social media, here’s an important reminder from Jocelyn Harmon – put your most important relationships first.

Getting the Most from Nonprofit Events

Whether in person or online, attending a nonprofit event is a great way to learn from others about the latest strategies in online technology, communications and fundraising.  Based on what I’ve observed at some events I’ve participated in lately, here’s my suggestions on how you can really benefit from attending nonprofit gatherings:

  1. Ask a question.  Not only is this the best way to get specific feedback for your needs, but it gives you an opportunity to introduce yourself to the group and share a current work challenge you are facing.
  2. Prepare in advance by researching the speakers, reviewing the agenda, and coming up with some specific issues you’d like to address
  3. While it’s great to reconnect with those you already know, take the time to get to know people you don’t.  (This is easier if you attend an event alone rather than with many of our work colleagues.)
  4. Find out the session hashtag and tweet out major points to those in your network who weren’t able to attend the event
  5. Thank the speakers for their time and for sharing their knowledge
  6. Follow up with those you met after the event;  don’t just take business cards.  Instead, arrange to speak or meet at a later time.
  7. Summarize what you learned from the event in writing for your boss and for others at your organization who might be interested in the topic
  8. Make sure you offer to help others, not just to get ideas about ‘your’ problem at work.
  9. Return to your office with a few strategies that you can apply quickly (if you wait too long, you’ll forget)
  10. Give back by arranging to speak about your expertise at a future event.

Fortunately the nonprofit community is a very sharing group, so take advantage of every opportunity to learn – and to share what you know about succeeding with ephilanthropy. (If you’d like an opportunity to apply some of these tips, please join me at the NYC 501 Tech Club meeting Monday night, Sep. 19 to learn how to innovate and thrive in the digital age.

Addedum 10-3-11 – great tips from my friend Ben Lichtenwalner on 25 Ways to Prepare for Conferences, which is helpful even if you’re attending only a one day event.

What’s New in ePhilanthropy

Among the many tips offered at Friday’s session on Facebook Tactics That Get Results offered by M&R Strategic Services and Nten was the reminder that very few Facebook fans will visit your page – they will mostly see your posts in their newsfeed.  (So why invest in expensive custom Facebook tabs?)  Surprisingly, you are penalized for posting from third party services such as Tweetdeck and HootSuite (read more on why these posts are less likely to appear in your newsfeed then if you post directly on Facebook).

How do you get more engagement – i.e. likes and comments, which will give your posts more visibility?  Use different types of content, including photos and videos, and ask constituents to take a specific action – especially those that will result in providing their email address so you can build your list.  (Did you know that you lose 18% of your list each year through unsubscribes and email addresses that no longer work?).

Idealware offers help on measuring your results on social media and Frogloop advises on how well as how you can manage data across multiple channels.  Jocelyn Harmon offers some simple advice on why constituents don’t donate.

Many nonprofits rely heavily on volunteers, yet their importance has often been overshadowed by those of lucky to have ‘paid’ work.  LinkedIn now offers a section to highlight volunteer experience and causes, which will help nonprofits to find its most loyal supporters.

Sept. 11 was a sad day, marking a decade since we lost almost three thousand people in New York, Washington and Pennsylvania.  What can nonprofits learn when the unthinkable happens?  Here are some lessons and another view of the effect on nonprofits as we recover from a very emotional day yesterday.  Ten years ago, I worked for Cross-Cultural Solutions, which was able to help to coordinate recovery efforts in NYC after the horrible event.

7 Tips to Implement a Successful Fall ePhilanthropy Campaign

Sadly, Labor Day is followed by fall with shorter days and cooler weather.  But it also provides an opportunity to reconnect with your constituents, climaxed by the important year-end fundraising campaign.  Here are some ways to hit the ground running when you return to the office tomorrow:

  1. Prepare an integrated communications / fundraising calendar describing how you will engage with your supporters across channels.  Balance appeals with messages showing how your organization has helped your target audience and be specific about you’ve utilized past donations.
  2. Start planning content for email campaigns well in advance, using these 7 tips for better fundraising emails and applying these best practices for enewsletters - they apply just as much for nonprofits as for small businesses (More ideas here)
  3. Take the time to analyze data on email subscribers, website traffic, Facebook ‘likers,’ Twitter followers etc. so you better understand what platforms your constituents are engaging with you
  4. Is your website consistently providing fresh content that is in synch with your other communication media?  If not, have you provided ongoing training to staff on how to utilize your content management software?  (What?  You don’t have a CMS.  Read Idealware’s Five Tips for A Successful Open Source CMS Project on a Budget)
  5. Find a few simple ways to start thinking multi-channel, even if it means changing the way your nonprofit usually works.  Get ideas from Frogloop’s  Multichannel Magic, then read about others’ successes in this month’s upcoming nonprofit blog carnival hosted by Big Duck featuring this topic
  6. Get out of your office.  If you’re in NYC, for example, you can learn how to innovate and thrive in the digital age at this month’s 501 Tech NYC event and discuss what makes successful websites at the Not-for-Profit Webmaster Round Table.  (You can also learn from your desk by taking a webinar during you lunch hour.)
  7. Optimize your online giving forms, paying particular attention to whether they work as well on mobile and tablet platforms, where more of your constituents are seeing them.
Congratulations once again to Charity:Water, which has kicked off its September campaign as another example of how to do ephilanthropy right with stirring video and constantly providing feedback on how it uses donations towards its mission of providing clean water worldwide .

Thoughts After a Hurricane

It’s been an eventful week in New York.  First, we were shaken by a rare East Coast earthquake.  Then, we were faced with a Hurricane Irene which forced many of us to relocate to higher ground.  While not as severe as anticipated, this weekend’s storm has caused massive damage and electrical outages for many.  I was extremely lucky;  my thoughts are with those who are facing major clean-up efforts.

Is your nonprofit prepared for a disaster?  Care2 offers a webinar this week on Surviving and Thriving When a Crisis Hits.    And while this week’s events were a major inconvenience, find a way to Put Your Cause in the Eye of the Storm to tell stories about how your organization helps its target audience.  Here are some Tools to Help Any Nonprofit Tell Stories Online from Amy Sample Ward.

For yet another reason to use social media, read why Nonprofits Are Expected to Use Social Media During Disasters.  For many great ideas on how to implement a social media strategy at your organization, learn from Jereme Bivins in his Social Media Case Study on how the Foundation Center uses Thrive and other tools.  Per Pew Internet, 65% of Online Adults Now Use Social Networking Sites.

Most of us make presentations, but it’s always challenging to keep listeners engaged, especially when you’re on a webinar.  I participated in last week’s Nonprofits Live: Great Presentations, offered by Tech Soup.  You can watch and listen to the event here or search the #nplive hashtag on Twitter  which include many of my comments.

Help Nten to make next spring’s Nonprofit Technology Conference the best yet by tweeting your ideas to #12NTC.  Work for a really great organization?  Nominate your organization as one of the 50 Best Nonprofits to Work For In 2012.

More Lessons About Project Management

A few years ago, I posted Lessons About Project Management and recently added tips on How To Make Your Projects Successful.  Here’s an update and some new ideas:

  • Get to know your stakeholders.  Especially if you’re in a new environment (as I am now as Technical PM at the Center for Court Innovation), take the time to learn about why the project was initiated, and how committed (or not) your colleagues are to its success
  • Project success isn’t about the technology.  As was pointed out in a recent discussion on the Nten email list, it’s crucial to understand the business processes – how things are done in an organization – before you recommend how technology should be used.
  • Remember that your project team (usually) doesn’t work for you.  As a result, you have to be respectful of their other work obligations, and set reasonable deadlines for project tasks.
  • Participate in person at PM groups like PMI and NY Spin, and online at LinkedIn (try the Project Manager Network).  Don’t just attend meetings to earn PDUs;  ask other PMs what they’re doing to manage projects successfully.  Also review Lou Gasco’s Top 10 Obstacles to Project Success.
  • Don’t forget about training.  If you roll out a wonderful online application without planning for ongoing training and support of your user population, you haven’t completed the job.
Is your nonprofit unfamiliar with the basics of project management?  Learn the basics in my Nten presentation Project Management for Nonprofits.

What’s New in ePhilanthropy

If you missed this week’s Social Media for Nonprofits NYC event, you can get a great summary from Big Duck’s Farra Trompeter, who presented a great step by step tutorial on implementing Multi-Channel Campaigns.  (More session slides from this and past events are available here.)  See also Kivi Leroux Miller’s post highlighting Convio’s recently released Multi-Channel Marketing Report.

Coming up with strong content is the key behind any online strategy.  As I and many of my nonprofit colleagues around the country do, I try to find the most worthwhile posts to share with my followers.  Beth Kanter explains that Content Creation is Listening and Engaging, then followed up with this look at Scoop.It as a way to organize your content.

How can you make your website more ‘social’?  Debra Askanase explains how and gives several examples of nonprofits that are doing this well, and will follow up with a Nten webinar next month.

Usability guru Jakob Nielsen says you must focus on essential content when writing for mobile platforms.  If you’re new to email marketing, learn about Email Marketing 2.0, then learn how segmentation can help you to get better results.

Finally, if you’re trying to find a format to send to your management to summarize social media and results of other online activity, Beth offers this guest post highlighting the Smithsonian Institution’s in-house dashboard, then suggests using a small pilot project to demonstrate the effectiveness of social media.