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Presented by: Kelly Leonard
© 2017 by Taylor-Leonard Corporation. Any use of this document including reproduction, modification, distribution, and republication
without prior written consent of Taylor-Leonard Corporation is strictly prohibited.
Optimizing LinkedIn for
Organizational Success
2
• Your Name & Title
• Organization Name
• LinkedIn Familiarity
[scale of 1 to 10]
• One goal, burning
question, or challenge
Noise!
Noise!
Noise!
3
“Model Someone
Who’s Already
Successful ...
Because Success
Leaves Clues.”
Tony Robbins, Author
4
+
=
Kelly Leonard, CEO
• Launched B.O.O.S.T.TM strategy.
~5,000 first level connections with
6-10 daily inquiries for
opportunities.
• Generated $500,000+ revenue
within 1st 24-month period of
implementing repeatable LinkedIn
strategy. Trained 6,000+ individuals.
Partial Client List
You CAN
Do It, Too!
6
FREE Gifts
for YOU!
7
Stay Tuned!
Today’s Objectives – You Will …
 Discover the relevance of social media/LinkedIn for non-profit
organizations
 Understand the importance of being A.L.I.V.E®
 How to B.O.O.S.T.TM your LinkedIn presence
 Explore the best practices for non-profit leaders and business
professionals to get the most from LinkedIn
 Learn strategies to effectively use LinkedIn to build relationships
with potential donors, supporters, volunteers, etc.
8
The Good News Is …
90% of questions you have about social media are not in
fact social media questions, they’re actually networking /
relationship development questions!
9
Social media technology
allows people to talk about
brands with unprecedented
speed and volume…
WARNING! WARNING!
Watch what you “say”!
10
Top Challenges?
 Poorly Defined Strategy
 Lack of Time
 Inability to Measure Value / ROI
 Difficulty Integrating Social Media with Other
Business Activities
 Lack of Budget
Challenges can be overcome, if social media is planned and
done strategically!
12
Why Is Social Media Important?
13
If you're not actively using social media for your
organization/business or brand then you're missing out on
the potential to reach more than 73% of the adult
population that has access to the internet according to a Pew
Research Internet Project study
Why Is Social Media Important?
14
Source: Elaine Fogel, “Nonprofits Must Reach Millennials with
Multichannel Marketing
“If your [favorite] nonprofit organization wants to guarantee its
sustainability and growth, it needs to build relationships with Millennials –
those born after 1980. This generation is generous with their wallets and
time.”
15
Why is LinkedIn Important?
Source: LinkedIn Internal
 550+ MM members worldwide
 Users in over 200 countries,
available in 19 languages
 42% of users update their profile
regularly
 ~2MM Groups, with 1,000 forming
every day
 Over 5 billion professional searches
each year
 17MM+ Company Pages
 Millions of connections formed
every business day
 4MM+ US-based jobs currently
listed on LinkedIn
 77% of all open jobs are listed on
LinkedIn
 48% of recruiters post jobs
exclusively on LinkedIn
 Vision  create economic
opportunity for every one of the
3.3 billion people in the global
workforce
16
Why is LinkedIn Important?
Millions of nonprofit professionals use LinkedIn to identify potential
volunteers, board members, employees, and donors
https://nonprofit.linkedin.com
17
Why is LinkedIn Important?
Get Started!
18
Effectively building a personal profile is the first step to
growing a strong LinkedIn presence because people do
business with people they ...
B.O.O.S.T.TM Strategy will …
Build Your Brand
Obtain More Leads
Optimize Relationships
Secure Thought Leadership Space
Tap Into New Markets
Is My LinkedIn Profile A.L.I.V.E.®?
20
A– Accurate
L– Locatable
I– Impactful
V– Value-based
E– Engaging
"To attract attractive people, you must be attractive. To attract powerful
people, you must be powerful. To attract committed people, you must be
committed. Instead of going to work on them, you go to work on yourself. If
you become, you can attract." -- Jim Rohn
Is Your Profile … Accurate
21
 Free of grammar/spelling errors?
 Correct in all details – factual?
“Whoever is careless with the truth in small matters cannot be
trusted with important matters” - Albert Einstein
 Users with complete profiles are 40 times more likely to receive
opportunities through LinkedIn
22
Is Your Profile … Locatable
 Do your Specialties & Endorsements contain appropriate
keywords which cause you to “rank” for your expertise?
 What words would potential prospects/clients, partners,
donors, volunteers, etc use to search for your
services/expertise?
• At least 5 skills
• Profile photo
• At least 50 connections
• Industry and postal code
• A current position with description
• Two more positions
• Education
Is Your Profile … Impactful
23
 Are your Headline and Summary compelling?
• President & CEO, Leadership Montgomery  “Speaker, Leader, Civic & Business
Engagement Convener”
• Owner, Symonds CPA  “CPA | Management consultant delivering
affordable solutions to improve financial management and reporting of
nonprofit organizations”
• CEO, Taylor-Leonard Corporation  “Speaker, Trainer, Consultant | Delivering
customized solutions to drive operational excellence & profitability”
 What message does your profile communicate?
24
Is Your Profile … Value-Based
 Does your Summary highlight your value proposition; succinctly
written with measurable/quantifiable accomplishments?
 Does your profile contain current recommendations that are
directly aligned with your skills/abilities?
Recommendations vs. Endorsements
 Highlight your past performance
25
Is Your Profile … Engaging
 Define your Connection Strategy
 Grow your network.
 Share what you’re doing – post meaningful content as an update,
provide thought leadership/hot topics
 Communicate with your network – comment on posts, follow
their company, etc.
Profile Sections
• Profile Header
• Background/Summary
• Experience
• Publications
• Projects
• Organization
• Education
• Certifications
• Skills & Expertise
• Recommendations
• Volunteer Experience & Causes
26
Each section in your personal profile is relevant in
helping you to build your network, “brand”,
expertise/credibility, demonstrate balance, and to
rank.
Understand Your Settings & Privacy
27
WARNING! Before Making Changes
28
Customize Your Profile Header
Background
Photo/Banner
Compelling Headline
Contact & Personal Info
Website & Social Media
Links, if applicable
Personalized LinkedIn URL
29
About Your Headshot
www.photofeeler.com
www.snappr.co
Summary
31
 High impact, overview
 2-3 paragraphs
highlighting
accomplishments & ways
you add value
 Name drop when
possible
 Establish a Call to Action
 Specialties to drive SEO
32
An Effective Summary …
• Save
• Make
• Create Efficiencies
• Solve Problems
• Bring Peace of Mind
Experience
 Snapshot of your professional
experience [not your company]
 Include current & past
employment, but think beyond
JOBS
 Showcase relevant resume
sections; focus on your value
proposition & measureable
accomplishments
 Link to Company Page to drive
brand /visibility
 Mix text with bullet points, when
possible
 Give/Get Recommendations
33
Additional Searchable Content/Sections
28
Recall your strategy … use keyword searchable content
Marketing & Collaboration Wheel
Articles
Personal
profile
Advanced
Searches Groups
35
Company
Pages
Updates
What’s Your Connection Strategy?
Counterintuitive to our childhood experience
What’s your philosophy  Connect with no one …
Connect with everyone
Who?
 Colleagues/Industry peers
 Former co-workers
 Friends/Family
 People you meet
 Classmates/Alumni
 People interested in your cause/mission (volunteers, donors,
prospective Board members, etc)
36
Advanced Searches – For Individuals
37
Consider the value of LinkedIn Premium for
more robust candidate searches
Be familiar with LinkedIn’s Boolean Search Logic
Let’s Apply It!
Who are the ideal types of people you’d like to
connect with?
38
I Made a New Connection … Now What?
• Send an email requesting a
short, telephone conversation
“Hi Judy! Thanks for connecting
with me. I’d like to schedule a
quick, 5-minute call with you; the
purpose of which is to learn more
about you, to share the same, and
to explore ways to help one
another. Please share the best
time/number to reach you.”
• Consider their connections &
“People Also Viewed” for
points of affinity
• Build value for “Following”
your company page
39
Engage Your Network!
40
Identify/Join Relevant Groups
 Connect with thousands of
industry experts and like-minded
professionals to gather insight
and feedback
 Follow and share topical info
 Credibly expand your business
network and uncover
opportunities to collaborate
 1,000+ groups are created every
day with 100,000 users joining at
least one group every day
 WARNING! WARNING! Make
sure your posts are genuine and
that you're not spamming the
group with worthless noise.
Group search word: “non-profit”
Leveraging Company Pages  Organizational Development
Refine Searches By
• Location
• Industry
• Relationship
• Company Size
• # of Followers
• Fortune
Benefits
• Research perspective
clients/companies
• Discover public
information on
companies & how
you’re connected
• Find key executives
within those companies
42
Let’s Apply It!
Provide the name of a company / organization you’d
like to do business with? Your ideal corporate /
strategic partner
43
Create an impactful, high-level overview
Grow your “Follower” base
Post relevant Company Updates to remain “top of mind” & engage Followers
Encourage your Team to “share”/ “like” posts to expand visibility
Build Your Company Profile … 17MM+ featured
44
Grow your Following | The Employee Effect
Include a clear call to action in all posts
Ask thoughtful questions to engage your followers
Add visuals/videos to make feeds stand out
Align content to your members needs and/or interests. Balance
organization specific posts with trending industry news/information.
Create an editorial calendar but have some flexibility to accommodate
time sensitive entries
Measure/evaluate your results
Manage updates to keep audience’s attention. Avoid excessive posting.
Company Page Best Practices
45
When in doubt … “Follow” the Leaders
46
Best Practices for Articles & Updates …
Process Frequency Call to Action
View Updates Daily Comment on successes of your network. Shows you have an interest
in them and keeps you/your services in front of them.
Check “Who’s
Viewed Your
Profile?”
Daily Send connection requests to individuals you’re not currently “linked
to”. For others, engage them in dialog by asking “How may I help you?”
Add Updates Weekly Expose your network to industry trends, hot topics, deadlines, etc.
Always include a call to action!
Review Saved
Searches – Job &
People
Daily/Weekly This is your pipeline. As you receive results from saved searches,
connect with them.
Make
Recommendations
Monthly /
Quarterly
Set a goal to make recommendations. Think “givers gain”.
Join Groups Monthly /
Quarterly
Identify the groups containing former colleagues, alumni, peers and/or
target market and join them. Contribute to the group by providing
meaningful content. Evaluate existing groups for current relevance.
Download
Connections
Annually At least annually, download your connections into a .csv file for
safekeeping. Save the file on your local computer or private network.
Define an Operating Rhythm … 15-20 minutes/day
48
FREE
Resources
49
• LinkedIn Profile Self-Assessment
• Profile Optimization Checklists
www.BoostMyLinkedIn.com
Relationships
Matter …
We Can Help!
50
"To attract attractive people, you must
be attractive. To attract powerful
people, you must be powerful. To
attract committed people, you must be
committed. Instead of going to work on
them, you go to work on yourself. If you
become, you can attract."
-- Jim Rohn
51
www.boostmylinkedin.com
www.linkedin.com/in/ktleonard
@TaylorLeonardCo &
@kellytleonard
taylorleonardcorporation

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2017-09-19 *NON-PROFIT EXCLUSIVE: LinkedIn for Nonprofits - Optimizing LinkedIn to Attract Donors, Contributors, Board Members, Share Your Vision and Drive Visibility

  • 1. Presented by: Kelly Leonard © 2017 by Taylor-Leonard Corporation. Any use of this document including reproduction, modification, distribution, and republication without prior written consent of Taylor-Leonard Corporation is strictly prohibited. Optimizing LinkedIn for Organizational Success
  • 2. 2 • Your Name & Title • Organization Name • LinkedIn Familiarity [scale of 1 to 10] • One goal, burning question, or challenge
  • 4. “Model Someone Who’s Already Successful ... Because Success Leaves Clues.” Tony Robbins, Author 4 + =
  • 5. Kelly Leonard, CEO • Launched B.O.O.S.T.TM strategy. ~5,000 first level connections with 6-10 daily inquiries for opportunities. • Generated $500,000+ revenue within 1st 24-month period of implementing repeatable LinkedIn strategy. Trained 6,000+ individuals. Partial Client List
  • 6. You CAN Do It, Too! 6
  • 8. Today’s Objectives – You Will …  Discover the relevance of social media/LinkedIn for non-profit organizations  Understand the importance of being A.L.I.V.E®  How to B.O.O.S.T.TM your LinkedIn presence  Explore the best practices for non-profit leaders and business professionals to get the most from LinkedIn  Learn strategies to effectively use LinkedIn to build relationships with potential donors, supporters, volunteers, etc. 8
  • 9. The Good News Is … 90% of questions you have about social media are not in fact social media questions, they’re actually networking / relationship development questions! 9 Social media technology allows people to talk about brands with unprecedented speed and volume… WARNING! WARNING! Watch what you “say”!
  • 10. 10
  • 11.
  • 12. Top Challenges?  Poorly Defined Strategy  Lack of Time  Inability to Measure Value / ROI  Difficulty Integrating Social Media with Other Business Activities  Lack of Budget Challenges can be overcome, if social media is planned and done strategically! 12
  • 13. Why Is Social Media Important? 13 If you're not actively using social media for your organization/business or brand then you're missing out on the potential to reach more than 73% of the adult population that has access to the internet according to a Pew Research Internet Project study
  • 14. Why Is Social Media Important? 14 Source: Elaine Fogel, “Nonprofits Must Reach Millennials with Multichannel Marketing “If your [favorite] nonprofit organization wants to guarantee its sustainability and growth, it needs to build relationships with Millennials – those born after 1980. This generation is generous with their wallets and time.”
  • 15. 15 Why is LinkedIn Important? Source: LinkedIn Internal  550+ MM members worldwide  Users in over 200 countries, available in 19 languages  42% of users update their profile regularly  ~2MM Groups, with 1,000 forming every day  Over 5 billion professional searches each year  17MM+ Company Pages  Millions of connections formed every business day  4MM+ US-based jobs currently listed on LinkedIn  77% of all open jobs are listed on LinkedIn  48% of recruiters post jobs exclusively on LinkedIn  Vision  create economic opportunity for every one of the 3.3 billion people in the global workforce
  • 16. 16 Why is LinkedIn Important? Millions of nonprofit professionals use LinkedIn to identify potential volunteers, board members, employees, and donors https://nonprofit.linkedin.com
  • 17. 17 Why is LinkedIn Important?
  • 18. Get Started! 18 Effectively building a personal profile is the first step to growing a strong LinkedIn presence because people do business with people they ...
  • 19. B.O.O.S.T.TM Strategy will … Build Your Brand Obtain More Leads Optimize Relationships Secure Thought Leadership Space Tap Into New Markets
  • 20. Is My LinkedIn Profile A.L.I.V.E.®? 20 A– Accurate L– Locatable I– Impactful V– Value-based E– Engaging "To attract attractive people, you must be attractive. To attract powerful people, you must be powerful. To attract committed people, you must be committed. Instead of going to work on them, you go to work on yourself. If you become, you can attract." -- Jim Rohn
  • 21. Is Your Profile … Accurate 21  Free of grammar/spelling errors?  Correct in all details – factual? “Whoever is careless with the truth in small matters cannot be trusted with important matters” - Albert Einstein
  • 22.  Users with complete profiles are 40 times more likely to receive opportunities through LinkedIn 22 Is Your Profile … Locatable  Do your Specialties & Endorsements contain appropriate keywords which cause you to “rank” for your expertise?  What words would potential prospects/clients, partners, donors, volunteers, etc use to search for your services/expertise? • At least 5 skills • Profile photo • At least 50 connections • Industry and postal code • A current position with description • Two more positions • Education
  • 23. Is Your Profile … Impactful 23  Are your Headline and Summary compelling? • President & CEO, Leadership Montgomery  “Speaker, Leader, Civic & Business Engagement Convener” • Owner, Symonds CPA  “CPA | Management consultant delivering affordable solutions to improve financial management and reporting of nonprofit organizations” • CEO, Taylor-Leonard Corporation  “Speaker, Trainer, Consultant | Delivering customized solutions to drive operational excellence & profitability”  What message does your profile communicate?
  • 24. 24 Is Your Profile … Value-Based  Does your Summary highlight your value proposition; succinctly written with measurable/quantifiable accomplishments?  Does your profile contain current recommendations that are directly aligned with your skills/abilities? Recommendations vs. Endorsements  Highlight your past performance
  • 25. 25 Is Your Profile … Engaging  Define your Connection Strategy  Grow your network.  Share what you’re doing – post meaningful content as an update, provide thought leadership/hot topics  Communicate with your network – comment on posts, follow their company, etc.
  • 26. Profile Sections • Profile Header • Background/Summary • Experience • Publications • Projects • Organization • Education • Certifications • Skills & Expertise • Recommendations • Volunteer Experience & Causes 26 Each section in your personal profile is relevant in helping you to build your network, “brand”, expertise/credibility, demonstrate balance, and to rank.
  • 27. Understand Your Settings & Privacy 27
  • 29. Customize Your Profile Header Background Photo/Banner Compelling Headline Contact & Personal Info Website & Social Media Links, if applicable Personalized LinkedIn URL 29
  • 31. Summary 31  High impact, overview  2-3 paragraphs highlighting accomplishments & ways you add value  Name drop when possible  Establish a Call to Action  Specialties to drive SEO
  • 32. 32 An Effective Summary … • Save • Make • Create Efficiencies • Solve Problems • Bring Peace of Mind
  • 33. Experience  Snapshot of your professional experience [not your company]  Include current & past employment, but think beyond JOBS  Showcase relevant resume sections; focus on your value proposition & measureable accomplishments  Link to Company Page to drive brand /visibility  Mix text with bullet points, when possible  Give/Get Recommendations 33
  • 34. Additional Searchable Content/Sections 28 Recall your strategy … use keyword searchable content
  • 35. Marketing & Collaboration Wheel Articles Personal profile Advanced Searches Groups 35 Company Pages Updates
  • 36. What’s Your Connection Strategy? Counterintuitive to our childhood experience What’s your philosophy  Connect with no one … Connect with everyone Who?  Colleagues/Industry peers  Former co-workers  Friends/Family  People you meet  Classmates/Alumni  People interested in your cause/mission (volunteers, donors, prospective Board members, etc) 36
  • 37. Advanced Searches – For Individuals 37 Consider the value of LinkedIn Premium for more robust candidate searches Be familiar with LinkedIn’s Boolean Search Logic
  • 38. Let’s Apply It! Who are the ideal types of people you’d like to connect with? 38
  • 39. I Made a New Connection … Now What? • Send an email requesting a short, telephone conversation “Hi Judy! Thanks for connecting with me. I’d like to schedule a quick, 5-minute call with you; the purpose of which is to learn more about you, to share the same, and to explore ways to help one another. Please share the best time/number to reach you.” • Consider their connections & “People Also Viewed” for points of affinity • Build value for “Following” your company page 39
  • 41. Identify/Join Relevant Groups  Connect with thousands of industry experts and like-minded professionals to gather insight and feedback  Follow and share topical info  Credibly expand your business network and uncover opportunities to collaborate  1,000+ groups are created every day with 100,000 users joining at least one group every day  WARNING! WARNING! Make sure your posts are genuine and that you're not spamming the group with worthless noise. Group search word: “non-profit”
  • 42. Leveraging Company Pages  Organizational Development Refine Searches By • Location • Industry • Relationship • Company Size • # of Followers • Fortune Benefits • Research perspective clients/companies • Discover public information on companies & how you’re connected • Find key executives within those companies 42
  • 43. Let’s Apply It! Provide the name of a company / organization you’d like to do business with? Your ideal corporate / strategic partner 43
  • 44. Create an impactful, high-level overview Grow your “Follower” base Post relevant Company Updates to remain “top of mind” & engage Followers Encourage your Team to “share”/ “like” posts to expand visibility Build Your Company Profile … 17MM+ featured 44
  • 45. Grow your Following | The Employee Effect Include a clear call to action in all posts Ask thoughtful questions to engage your followers Add visuals/videos to make feeds stand out Align content to your members needs and/or interests. Balance organization specific posts with trending industry news/information. Create an editorial calendar but have some flexibility to accommodate time sensitive entries Measure/evaluate your results Manage updates to keep audience’s attention. Avoid excessive posting. Company Page Best Practices 45
  • 46. When in doubt … “Follow” the Leaders 46
  • 47. Best Practices for Articles & Updates …
  • 48. Process Frequency Call to Action View Updates Daily Comment on successes of your network. Shows you have an interest in them and keeps you/your services in front of them. Check “Who’s Viewed Your Profile?” Daily Send connection requests to individuals you’re not currently “linked to”. For others, engage them in dialog by asking “How may I help you?” Add Updates Weekly Expose your network to industry trends, hot topics, deadlines, etc. Always include a call to action! Review Saved Searches – Job & People Daily/Weekly This is your pipeline. As you receive results from saved searches, connect with them. Make Recommendations Monthly / Quarterly Set a goal to make recommendations. Think “givers gain”. Join Groups Monthly / Quarterly Identify the groups containing former colleagues, alumni, peers and/or target market and join them. Contribute to the group by providing meaningful content. Evaluate existing groups for current relevance. Download Connections Annually At least annually, download your connections into a .csv file for safekeeping. Save the file on your local computer or private network. Define an Operating Rhythm … 15-20 minutes/day 48
  • 49. FREE Resources 49 • LinkedIn Profile Self-Assessment • Profile Optimization Checklists www.BoostMyLinkedIn.com
  • 50. Relationships Matter … We Can Help! 50 "To attract attractive people, you must be attractive. To attract powerful people, you must be powerful. To attract committed people, you must be committed. Instead of going to work on them, you go to work on yourself. If you become, you can attract." -- Jim Rohn