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Designing Your Social Media Strategy
Social media strategies are not ‘one size fits all’.We’ll explore how to utilize popular social media platforms like
   Facebook,Twitter, LinkedIn and Flickr to build a successful social media strategy as unique as your school.




                   Stephen Johnson, Windward School
                       Jesse Bardo, EdSocialMedia.com
                           Travis Warren, WhippleHill
SOCIAL MEDIA APPROACH

✓   Inventory
✓   Leadership
✓   Coalition Building
✓   Policy
✓   Planning
✓   Staffing
✓   Tools
✓   ROI
Communication Models
Mass Media




CLAY SHIRKY            WHIPPLEHILL
Communication Models
Social Media




CLAY SHIRKY            WHIPPLEHILL
Can’t simply
  bolt social
 media on to
your web site.




                 WHIPPLEHILL
Can’t simply
  bolt social
 media on to
your web site.




                 WHIPPLEHILL
but first ..



              WHIPPLEHILL
INVENTORY
ASSESSING WHERE YOU’RE AT
worcester academy -site:worcesteracademy.org
craiglist
also, begin benchmarking
       peer schools.

know your numbers!


                           WHIPPLEHILL
LEADERSHIP
GETTING BUY IN FROM THE TOP
Three Ways to Get Buy-In

1.   Sell the benefits.
2.   Contain the risk.
3.   Build coalitions.
The well meaning communications professional
You:
“We should live stream this Friday’s big basketball game,
and, hey, we can do a chat so students, parents, the public,
and alumni can talk on a screen during the game.”



Your Head of School’s response:
You:
“We need to lift restrictions to Facebook in our library so
that everyone on campus has access to the school’s Facebook
page.”



Your Head of School’s response:
You:
“Blogs will make our school more transparent. Transparency is
good. That’s what I read in the Cluetrain Manifesto.”




Your Head of School’s response:
Look familiar?
Understanding the psychology
   of your Head of School
The New Yorker, 2/1/2010
transparency vs. concealment
transparency:
transparency:
   2 a: free from pretense or deceit
transparency:
   2 a: free from pretense or deceit
     b: easily detected
transparency:
   2 a: free from pretense or deceit
     b: easily detected or seen through
transparency:
   2 a: free from pretense or deceit
     b: easily detected or seen through
     c: readily understood
transparency:
   2 a:   free from pretense or deceit
     b:   easily detected or seen through
     c:   readily understood
     d:   characterized by visibility or accessibility
            of information
transparency:
   2 a:   free from pretense or deceit
     b:   easily detected or seen through
     c:   readily understood
     d:   characterized by visibility or accessibility
            of information especially concerning
            business practices

                                                from Merriam-Webster.com/dictionary
Some Fears: Survey Question 1
Some Fears: Survey Question 1


What is your Head of School’s biggest
fear regarding your school?
Some Fears
Some Fears

•   Losing privacy (students, parents, teachers, etc.)
Some Fears

•   Losing privacy (students, parents, teachers, etc.)
•   Losing control of the School’s message or reputation
Some Fears

•   Losing privacy (students, parents, teachers, etc.)
•   Losing control of the School’s message or reputation
•   Losing control of the School itself
Some Initial Solutions

•   Use words such as engagement rather than transparency.
    Communication is a two-way street now. Be willing to
    have a conversation.
•   Find the balance between transparency and
    concealment - respect both.
•   Educate. You work in a school. Teach others how to use
    the tools.
Major Benefits of Social Media
for Independent Schools
1.   Social media tools help you to tell your school’s
     stories and help you share information with a large
     number of people.
2.   Social media tools help build and engage your
     communities. You are judged on how you engage.
3.   Social media tools help organize groups.
Specific Strategies - Benefits

1. Develop a Social Media Marketing Plan
    • These are tools that help you accomplish goals. Tie
      Plan to strategic plan goals and school’s mission.
    • Present it to senior admins as part of your annual
      departmental goals.
2. CONTAIN THE RISK
Contain the risk.
¨ Create Social Media Guidelines (or Policy) for faculty/staff.
¨ Protect your Head. Be your Head’s communications bodyguard.

¨ Show measurable results.

¨ Deputize certain students and teachers, and train them.

¨ Balance negative reviews with ones solicited from your

   community members.
¨ Be less an evangelist and more a translator of social media

   innovations.
¨ For your admins, build a strong fence within which your school

   can have social media freedom.
COALITION BUILDING
A LITTLE HELP FROM YOUR FRIENDS
Build coalitions.
¨ Partner with people who “get” it.
¨ Compromise. Take small victories and go from there.

¨ Collaborate with like-minded directors at local schools.

¨ Solicit advice through Twitter (and give back).

¨ Create a Social Media Plan, but ask Head’s/admins’ advice on

   part of it.
¨ Play politics, negotiate, and leverage.

¨ Educate.

¨ Host an EdSocialMedia boot camp.
EXAMPLE:
FOUNDER’S DAY 2010
EdSocialMedia Bootcamp
Founder’s Day Goes Interactive
Founder’s Day Project

Process

  ¤ Hosted the boot camp
  ¤ Wrote a news story and posted on Windward Web site. Sent pushpages/ emails to
     alums, parents inviting them to view and participate
  ¤ Created a live Flickr feed on the home page – invited everyone to post photos, but we
     chose them
  ¤ Posted a Twitter widget on the home page to which certain students, teachers, coaches,
     parents posted from all over the campus
  ¤ Were able to archive all Flickr photos (100+) in an gallery that was evidence of a great
     community day; we sent it to all parents and later shared it with prospectives
  ¤ Head of School’s response was great – thought it really reflected the school and got
     everyone involved!
Founder’s Day Project

1.   Benefitted Everyone

     ¤   Shared engagement from students, parents, teachers, coaches, alumni – got everyone
          involved and created community event.

2. Contained the Risk

     ¤ Deputized certain students to tweet and post Twitpix.
     ¤ Had control over posted Flickr photos.


3. Built Coalitions

     ¤ Teamed with visual arts teachers to post photos, newspaper to post tweets
     ¤ Worked with students, parents, and others
Resources

¨   www.windwardschool.org/communications




                                                 Stephen Johnson

                                         Director of Communications
                                                   Windward School
                                                        Los Angeles
                                     sjohnson@windwardschool.org
                                                      @ burma999
POLICY
START SMALL, KEEP IT SIMPLE
Social Media Guidelines for 
         Windward Faculty/Staff, 2009‐10 

    The following guidelines lay out some general boundaries 
for Windward faculty and staff about using various social media 
        tools while the school develops a more thorough 
                policy over the next school year. 

Their purpose is to provide information about the misuse of non
educational networking sites rather than be a guide to all educa
           tional networking. The idea is to encourage 
   using social media tools such as wikis, Facebook, Twitter, 
    blogs, and forums in productive and fruitful ways and to 
   avoid the potential harm and liability that can result from 
                  inappropriate or unethical use. 
CONTENT


Use common sense
Does your post put the effectiveness
of your teaching at risk?

Do not discuss students or co-workers
Imagine students and parents visit your site
FRIENDS & FRIENDING


Don’t accept students as friends

Don’t initiate Facebook friendships with students
If you wish to use networking protocols as part of
the educational process please work with technology
staff
SECURITY


Visit your profiles security settings.

    set to “only friends”
Information on social networking sites fall under
mandatory reporting guidlines.
Contact your department chair with any questions or
concerns.
PLANNING
SWEAT THE DETAILS, SCHEDULE CONTENT
Content is King:
but it is easier to rule as a royal
family
Creating content creates a library
Don’t try to be something you aren't
THE DO’S
Involve fans         Show it           Plan attack




               Post 3-4 times a week
The Don’ts
Don’ts Spread too thin
                   Say it
                         Be repetitive
                             Be afraid
STAFFING
NEW ROLES, NEW TITLES
TOOLS
 WEB 2.0
/BRIANSOLIS
ROI
MEASURING RESULTS
alumni futures




                 Record It & Report It
     •“What’s the ROI?” Possible answers…?
        – “What do you want it to be?”
           • Set goals and measure progress toward them
        – “What’s the ROI of our phone system?”
           • If ROI is low, are you going to quit Facebook?
        – “Return on attention is more important”
           • Don’t increase mindshare; increase its value

     •So who gets which information?


                                                         http://www.alumnifutures.com
alumni futures




            The ROI Hierarchy: Metrics
    Senior Leaders
    • Strategic Outcomes                  Reputation
                                         Engagement                        Strategy
                                           Visibility


    Directors
    • Social Media Analytics              Advocacy
                                        Word of Mouth                    Management
                                           Insights


    Program Staff
    • Engagement Data                    Clicks, Fans, RTs,
                                              Views,
                                       Members, Comments,
                                                                           Execution
                                       Followers, Check Ins



     Adapted from web-strategist.com
                                                        http://www.alumnifutures.com
alumni futures




                                Reporting Results

     • Template for
       summarizing social media
       progress
     • Adapt it to match the
       scale, maturity, scope of
       your program
     • Simple steps to follow


   Source: adaptivateblog.com
                                               http://www.alumnifutures.com
alumni futures




                   Reporting Road Map (1)

     • Start with the
       executive summary
     • Assess & describe
       audiences
     • Describe efforts tool
       by tool, separately
          – Quantitative
          – Qualitative (quotes,
            comments)


   Source: adaptivateblog.com
                                     http://www.alumnifutures.com
alumni futures




                   Reporting Road Map (2)

     • Highlight new tools
       and trends
     • Revisit your overall
       communication
       strategy
     • Summarize the report
       and draw conclusions


   Source: adaptivateblog.com
                                     http://www.alumnifutures.com
3000


       2250
Fans




       1500


        750


         0
              2 months   6 months   12 months   24 months
40



30



20



10



0
     13-17     18-24   25-34   35-44   45-54    55+

              2004     1994    1984    1974    1973 -


             DEMOGRAPHIC SWEET SPOT
100

               90

               80
PHOTO VIEWS




               70

               60

               50

               40

               30

               20

               10

               0
comment = engagement.

               50


               38


               25


               13


                0
                       8


                                08



                                          08


                                                    08



                                                              08


                                                                        09



                                                                                   9


                                                                                            09



                                                                                                       09



                                                                                                                  9



                                                                                                                            9
                      00




                                                                                  00




                                                                                                                  00



                                                                                                                            00
                              20



                                       20


                                                   20



                                                          20


                                                                    20




                                                                                            20



                                                                                                      20
                    r2




                                                                                   2




                                                                                                                2


                                                                                                                           r2
                            n



                                      g


                                               ct



                                                          c


                                                                   b



                                                                               ril


                                                                                       ne



                                                                                                  st



                                                                                                             er
                 Ap




                                                                                                                       be
                                                         De
                           Ju


                                     Au




                                                                   Fe


                                                                             Ap




                                                                                                  gu
                                               O




                                                                                                             ob
                                                                                       Ju




                                                                                                                       m
                                                                                                 Au



                                                                                                           ct



                                                                                                                    ce
                                                                                                       O


                                                                                                                  De
Source: Proctor Academy/Chuck’s Corner Commnets (April 2008 - December 2009)
$916,190
top 221 donors




                 + $1,000


                 Box
                   1
$916,190
top 221 donors



                 Alumni
                 Parents
   71

                 Current
   58            Parents



   71            Alumni
221 Donors




             ALMOST

             1/2
27
                                                 + $10,000


                                                  Box
     LEADERSHIP DONORS                            1A




        Total Giving to Proctor = 16.8 MILLION
          Average Retention Rate = 10 Years!
ts


     Who are these 27 donors?

        8 Current Parents      8 Past Parents




              10 Alumni/ae   1 Friend
All 27 have e-mail,
but how about         ?




                          12
All 27 have e-mail,
but how about         ?




                          6
26 Box 1
     Parents

26 of 51 Leadership
      Parents
  are on Twitter


Students
Current Parents
Alumni
Faculty/Staff
Peers
Unknown

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Social media strategy webinar v3

  • 1. Designing Your Social Media Strategy Social media strategies are not ‘one size fits all’.We’ll explore how to utilize popular social media platforms like Facebook,Twitter, LinkedIn and Flickr to build a successful social media strategy as unique as your school. Stephen Johnson, Windward School Jesse Bardo, EdSocialMedia.com Travis Warren, WhippleHill
  • 2. SOCIAL MEDIA APPROACH ✓ Inventory ✓ Leadership ✓ Coalition Building ✓ Policy ✓ Planning ✓ Staffing ✓ Tools ✓ ROI
  • 5. Can’t simply bolt social media on to your web site. WHIPPLEHILL
  • 6. Can’t simply bolt social media on to your web site. WHIPPLEHILL
  • 7.
  • 8. but first .. WHIPPLEHILL
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  • 18. also, begin benchmarking peer schools. know your numbers! WHIPPLEHILL
  • 20. Three Ways to Get Buy-In 1. Sell the benefits. 2. Contain the risk. 3. Build coalitions.
  • 21. The well meaning communications professional
  • 22. You: “We should live stream this Friday’s big basketball game, and, hey, we can do a chat so students, parents, the public, and alumni can talk on a screen during the game.” Your Head of School’s response:
  • 23.
  • 24. You: “We need to lift restrictions to Facebook in our library so that everyone on campus has access to the school’s Facebook page.” Your Head of School’s response:
  • 25.
  • 26. You: “Blogs will make our school more transparent. Transparency is good. That’s what I read in the Cluetrain Manifesto.” Your Head of School’s response:
  • 27.
  • 29. Understanding the psychology of your Head of School
  • 30. The New Yorker, 2/1/2010
  • 33. transparency: 2 a: free from pretense or deceit
  • 34. transparency: 2 a: free from pretense or deceit b: easily detected
  • 35. transparency: 2 a: free from pretense or deceit b: easily detected or seen through
  • 36. transparency: 2 a: free from pretense or deceit b: easily detected or seen through c: readily understood
  • 37. transparency: 2 a: free from pretense or deceit b: easily detected or seen through c: readily understood d: characterized by visibility or accessibility of information
  • 38. transparency: 2 a: free from pretense or deceit b: easily detected or seen through c: readily understood d: characterized by visibility or accessibility of information especially concerning business practices from Merriam-Webster.com/dictionary
  • 39.
  • 40. Some Fears: Survey Question 1
  • 41. Some Fears: Survey Question 1 What is your Head of School’s biggest fear regarding your school?
  • 43. Some Fears • Losing privacy (students, parents, teachers, etc.)
  • 44. Some Fears • Losing privacy (students, parents, teachers, etc.) • Losing control of the School’s message or reputation
  • 45. Some Fears • Losing privacy (students, parents, teachers, etc.) • Losing control of the School’s message or reputation • Losing control of the School itself
  • 46. Some Initial Solutions • Use words such as engagement rather than transparency. Communication is a two-way street now. Be willing to have a conversation. • Find the balance between transparency and concealment - respect both. • Educate. You work in a school. Teach others how to use the tools.
  • 47. Major Benefits of Social Media for Independent Schools 1. Social media tools help you to tell your school’s stories and help you share information with a large number of people. 2. Social media tools help build and engage your communities. You are judged on how you engage. 3. Social media tools help organize groups.
  • 48. Specific Strategies - Benefits 1. Develop a Social Media Marketing Plan • These are tools that help you accomplish goals. Tie Plan to strategic plan goals and school’s mission. • Present it to senior admins as part of your annual departmental goals.
  • 50. Contain the risk. ¨ Create Social Media Guidelines (or Policy) for faculty/staff. ¨ Protect your Head. Be your Head’s communications bodyguard. ¨ Show measurable results. ¨ Deputize certain students and teachers, and train them. ¨ Balance negative reviews with ones solicited from your community members. ¨ Be less an evangelist and more a translator of social media innovations. ¨ For your admins, build a strong fence within which your school can have social media freedom.
  • 51. COALITION BUILDING A LITTLE HELP FROM YOUR FRIENDS
  • 52.
  • 53. Build coalitions. ¨ Partner with people who “get” it. ¨ Compromise. Take small victories and go from there. ¨ Collaborate with like-minded directors at local schools. ¨ Solicit advice through Twitter (and give back). ¨ Create a Social Media Plan, but ask Head’s/admins’ advice on part of it. ¨ Play politics, negotiate, and leverage. ¨ Educate. ¨ Host an EdSocialMedia boot camp.
  • 56. Founder’s Day Goes Interactive
  • 57. Founder’s Day Project Process ¤ Hosted the boot camp ¤ Wrote a news story and posted on Windward Web site. Sent pushpages/ emails to alums, parents inviting them to view and participate ¤ Created a live Flickr feed on the home page – invited everyone to post photos, but we chose them ¤ Posted a Twitter widget on the home page to which certain students, teachers, coaches, parents posted from all over the campus ¤ Were able to archive all Flickr photos (100+) in an gallery that was evidence of a great community day; we sent it to all parents and later shared it with prospectives ¤ Head of School’s response was great – thought it really reflected the school and got everyone involved!
  • 58. Founder’s Day Project 1. Benefitted Everyone ¤ Shared engagement from students, parents, teachers, coaches, alumni – got everyone involved and created community event. 2. Contained the Risk ¤ Deputized certain students to tweet and post Twitpix. ¤ Had control over posted Flickr photos. 3. Built Coalitions ¤ Teamed with visual arts teachers to post photos, newspaper to post tweets ¤ Worked with students, parents, and others
  • 59. Resources ¨ www.windwardschool.org/communications Stephen Johnson Director of Communications Windward School Los Angeles sjohnson@windwardschool.org @ burma999
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  • 62.
  • 63. Social Media Guidelines for  Windward Faculty/Staff, 2009‐10  The following guidelines lay out some general boundaries  for Windward faculty and staff about using various social media  tools while the school develops a more thorough  policy over the next school year.  Their purpose is to provide information about the misuse of non educational networking sites rather than be a guide to all educa tional networking. The idea is to encourage  using social media tools such as wikis, Facebook, Twitter,  blogs, and forums in productive and fruitful ways and to  avoid the potential harm and liability that can result from  inappropriate or unethical use. 
  • 64. CONTENT Use common sense Does your post put the effectiveness of your teaching at risk? Do not discuss students or co-workers Imagine students and parents visit your site
  • 65. FRIENDS & FRIENDING Don’t accept students as friends Don’t initiate Facebook friendships with students If you wish to use networking protocols as part of the educational process please work with technology staff
  • 66. SECURITY Visit your profiles security settings. set to “only friends” Information on social networking sites fall under mandatory reporting guidlines. Contact your department chair with any questions or concerns.
  • 67. PLANNING SWEAT THE DETAILS, SCHEDULE CONTENT
  • 68. Content is King: but it is easier to rule as a royal family
  • 70. Don’t try to be something you aren't
  • 71. THE DO’S Involve fans Show it Plan attack Post 3-4 times a week
  • 72. The Don’ts Don’ts Spread too thin Say it Be repetitive Be afraid
  • 77. alumni futures Record It & Report It •“What’s the ROI?” Possible answers…? – “What do you want it to be?” • Set goals and measure progress toward them – “What’s the ROI of our phone system?” • If ROI is low, are you going to quit Facebook? – “Return on attention is more important” • Don’t increase mindshare; increase its value •So who gets which information? http://www.alumnifutures.com
  • 78. alumni futures The ROI Hierarchy: Metrics Senior Leaders • Strategic Outcomes Reputation Engagement Strategy Visibility Directors • Social Media Analytics Advocacy Word of Mouth Management Insights Program Staff • Engagement Data Clicks, Fans, RTs, Views, Members, Comments, Execution Followers, Check Ins Adapted from web-strategist.com http://www.alumnifutures.com
  • 79. alumni futures Reporting Results • Template for summarizing social media progress • Adapt it to match the scale, maturity, scope of your program • Simple steps to follow Source: adaptivateblog.com http://www.alumnifutures.com
  • 80. alumni futures Reporting Road Map (1) • Start with the executive summary • Assess & describe audiences • Describe efforts tool by tool, separately – Quantitative – Qualitative (quotes, comments) Source: adaptivateblog.com http://www.alumnifutures.com
  • 81. alumni futures Reporting Road Map (2) • Highlight new tools and trends • Revisit your overall communication strategy • Summarize the report and draw conclusions Source: adaptivateblog.com http://www.alumnifutures.com
  • 82. 3000 2250 Fans 1500 750 0 2 months 6 months 12 months 24 months
  • 83. 40 30 20 10 0 13-17 18-24 25-34 35-44 45-54 55+ 2004 1994 1984 1974 1973 - DEMOGRAPHIC SWEET SPOT
  • 84.
  • 85.
  • 86. 100 90 80 PHOTO VIEWS 70 60 50 40 30 20 10 0
  • 87.
  • 88. comment = engagement. 50 38 25 13 0 8 08 08 08 08 09 9 09 09 9 9 00 00 00 00 20 20 20 20 20 20 20 r2 2 2 r2 n g ct c b ril ne st er Ap be De Ju Au Fe Ap gu O ob Ju m Au ct ce O De Source: Proctor Academy/Chuck’s Corner Commnets (April 2008 - December 2009)
  • 89. $916,190 top 221 donors + $1,000 Box 1
  • 90. $916,190 top 221 donors Alumni Parents 71 Current 58 Parents 71 Alumni
  • 91. 221 Donors ALMOST 1/2
  • 92. 27 + $10,000 Box LEADERSHIP DONORS 1A Total Giving to Proctor = 16.8 MILLION Average Retention Rate = 10 Years!
  • 93. ts Who are these 27 donors? 8 Current Parents 8 Past Parents 10 Alumni/ae 1 Friend
  • 94. All 27 have e-mail, but how about ? 12
  • 95. All 27 have e-mail, but how about ? 6
  • 96. 26 Box 1 Parents 26 of 51 Leadership Parents are on Twitter Students Current Parents Alumni Faculty/Staff Peers Unknown