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3 Pillars of Nonprofit Digital Transformation
Accelerating Impact in the Digital Age
STAKEHOLDERS - COMMUNITY - FUNDERS
Peggy Geisler, PMG Consulting
Joseph DiGiovanni, Tapp Network
Tapp Networks, LLC. | Confidential 2022. | www.TappNetwork.com
1
Social Ecological Model of Change
Connectivity & Communications Drive Impact
Pillars of Influence: STAKEHOLDERS - COMMUNITY - FUNDERS
Affordable and Accessible Marketing
Technology Now Available to NonProfit Sector
3
“Over 50% of nonprofits are not
using a customer relationship
management system (CRM) or
automation tools to effectively
engage their donors, volunteers,
and members.”
“41% no segmentation
capability”
STAKEHOLDERS
Accelerating Collective Impact
The 5 Conditions of Collective Impact to
Catalyze Stakeholder Collaboration
The power of Collective Impact lies in the
heightened vigilance that comes from multiple
organizations looking for resources and
innovations through the same lens, the rapid
learning that comes from continuous feedback
loops, and the immediacy of action that comes
from a unified and simultaneous response among
all participants.
Technology Brings it all together
Collective Impact 101 (for your reading pleasure)
Backbone Organization: Creating and managing Collective Impact requires a separate organization and staff with a very specific set of
skills to serve as the backbone for the entire initiative. Coordination takes time, and none of the participating organizations has any to spare.
The expectation that collaboration can occur without a supporting infrastructure is one of the most frequent reasons why it fails.
Common Agenda: Take a close look at any group of funders and nonprofits that believe they are working on the same social issue, and
you quickly find that it is often not the same issue at all. Each organization often has a slightly different definition of the problem and the
ultimate goal. These differences are easily ignored when organizations work independently on isolated initiatives, yet these differences
splinter the efforts and undermine the impact of the field as a whole. Collective Impact requires that these differences be discussed and
resolved. Every participant need not agree with every other participant on all dimensions of the problem.
Shared Measurement: Collecting data and measuring results consistently on a short list of indicators at the community level and across
all participating organizations not only ensures that all efforts remain aligned, it also enables the participants to hold each other
accountable and learn from each other’s successes and failures.
Mutually Reinforcement Activity: Collective Impact initiatives depend on a diverse group of stakeholders working together, not by
requiring that all participants do the same thing, but by encouraging each participant to undertake the specific set of activities at which it
excels in a way that supports and is coordinated with the actions of others.
Continuous Communication: Developing trust among nonprofits, corporations, and government agencies is a monumental
challenge. Participants need several years of regular meetings to build up enough experience with each other to recognize and appreciate
the common motivation behind their different efforts. They need time to see that their own interests will be treated fairly, and that
decisions will be made on the basis of objective evidence and the best possible solution to the problem, not to favor the priorities of one
organization over another.
Collective Impact 2.0
THE 2.0 SOLUTION
● Progressive government agencies and
nonprofits are using emerging
technologies to enact successful collective
impact approaches to address long-term,
large-scale problems.
● Technology can establish a centralized and
dynamic measurement system and
communication tool for communities to
align efforts and data to measure and
achieve common goals through
transparent and accountable means.
Accelerating Collective Impact - SLACK
Stakeholder Collaboration: Communications
Accelerating Collective Impact - SLACK
● In a year, we have grown to 543 users!
● 71 users are active a day.
● Users have 28 channels on various topics to engage in: art-n-culture, board, donate-swap, eastern-wa, ed-ceo, equity,
español, finance, funding, fundraising, general, housing-and-homelessness, introductions, islands, jobs, policy-updates,
prof-devt-and-training, random,, rural, slack-help, tech-tools, and volunteer-mgmt., community-engagers and equity-
ambassador.
TECHSOUP: SLACK FOR NPS
CLICK HERE
Accelerating Collective Impact - AirTable
Collaborative Work Management Software
● Content Management
● Campaign Coordination
● Relational Databases
Accelerating Collective Impact - AirTable
Collaborative Work Management Software
DPP
Leverages Air Table as their
Media Hub for their blogs,
social, news, and publishing
● Hundreds of Partners
Accelerating Collective Impact - Click UP
Project Management Tool
Collaboration:
Assign multiple assignees
to tasks, set subtasks, set
dependencies and
track progress from
your dashboard.
COMMUNITY
Full-Funnel Communications
Just Say No to Silos
Omni-Channel Approach
Brand Print Social OOH Website Videos Advertising
Ask a Sexpert:
Angie Scott of Beebe Healthcare
Spicy Conversations:
Trivia with UD & DSU
Candid Conversations:
Convos with UD & DSU students
PSAs: Explain campaign
Blogs (2/month)
Questionnaire &
Test Site Locations
Resources to
determine if testing
is needed and where
to get it
9 billboard
locations:
6 Wilmington area
and 3 Salisbury
4 posts/week
(mix of posts)
Education, Testing,
Prevention)
Instagram, FB,
Twitter
6 Posters: English
2-Education
2-Prevention
2-Testing
6 Posters: Spanish
2-Education
2-Prevention
2-Testing
Brand Platform
Identity, Tagline
Strategy
3 Distinct Pillars
Design, Layout,
Copy, Visual
Treatments,
Guidelines
Boosted Ads
Promoted Digital
Ads on Instagram
& Facebook
Boosted Videos
YouTube
CRM
CRM Solution - HubSpot
● HubSpot CRM is an easy-to-use contact management tool
for organizations of all sectors and sizes. Your team can store
necessary information for all of your organization’s contacts
including community members donors and stakeholders.
● Using HubSpot CRM, you can keep all communications
with contacts in one place, allowing you to easily see all
previous messages without having to dig through your inbox
or track down information from former colleagues.
● You can also use HubSpot CRM to fundraise. An email
marketing feature to bulk email your contacts to promote
fundraising efforts or nurture relationships with donors.
Click here for Blog / Demo
Accelerating Constituent Journey
HubSpot CRM
Overall process
(The whole thing)
Marketing Funnel Stages
(Where your prospect is)
Top of the funnel
(Build awareness/identify needs)
Middle of the funnel
(Research, Inquire)
Bottom of the funnel
(Participation)
New Behavior
(Habit Change)
Education and
Engagement
Strategy
(How to do it)
Advertising
(Social, Display, Outdoor)
Lead Capture
(Bloga, Downloads, Landing Page)
Lead Nurturing- Donate
Email Drip Campaigns, Re-
Marketing)
Activation: Crowd-Funding
Community Based Tools(
Commitment
Full Funnel Campaigns - Fundraiser’s Best Friend
Contemplation
Campaign
Engagement
Social Media - Webinars
Like-Follow-Share-Tag-Pin-#
Preparation
Website
Engagement
Educational Blogs, Video
Action
Registration
Opt-In Email and Downloads
Apply-Train
Pre-Contemplation
Brand Awareness
Advertising, SEO
Maintenance
Enrollment
Personalization and Automation
Smart Content + Email Drip Campaigns
Impact Communities
1
2
3
4
5
Stages of Change Theory 2.0
Volunteering - Event Registration - Membership
Health Belief Model 2.0
Community Impact Campaigns - Social Determinants of Health
INDIVIDUAL
PERCEPTIONS
MODIFYING
FACTORS
LIKELIHOOD OF
ACTION
● Top Funnel Campaign
● Perceived Susceptibility to STIs
● Erase Stigma Awareness Ads
● Social Media Engagement
● Mid-Funnel Campaign
● Educational Blogs
● Stop STIs Videos
● Influncer Engagement
● Bottom Funnel Campaign
● Perceived Benefits
● Drive Desired Behaviors
○ Prevention Pledge
○ Testing Site Visits
CRM
Earned and Paid Media Automation-Personalization
IMPACT: Decrease STI Infection Rate
Accelerating Campaign Success
Department of Health
FUNDERS
Data & Dashboards
Funder Reporting - Click UP
Track Time, Expenses and Funding
Funder Reporting - HubSpot
Track Time, Expenses and Funding + Communications Impact and ROI
Funder Reporting - Clear Impact
RBA Results Based Accounting and
Community Scorecards
Summary
PILLAR SYSTEM TECHNOLOGY TOOLS
1. Stakeholders
Collective Impact
Framework
Collaboration
Project Mgmt
● Slack
● Click-Up
● Air Table
● HubSpot
2. Community
Behavior Change
Omni-Channel
Personalization
Automation
● HubSpot
CRM-CMS
3. Funders
Impact
Investing
ROI Dashboards
RBA Scorecards
● Click Up
● HubSpot
● Clear Impact
The Three Pillars of Nonprofit Digital Transformation
NEW TechSoup QUAD
P2P NPO Communities
Connections, Content & Cost-Savings
1. Dedicated community space where you
can join others who have the same
challenges, find answers, and share your
knowledge
2. Curated knowledge base featuring an
array of resources, templates, and
solutions
3. Unique member content, including
reports, how-to guides, and product
comparisons
4. Events with experts who'll share insights
and answer your questions
5. Community Marketplace Discounts
https://page.techsoup.org/introducing-quad
RESOURCES
Free Collective Impact (PMG Consultation)
http://www.pmgconsulting.net/contact-us/
Free Website, HubSpot or Marketing Consult
(Tapp Consultation via TechSoup)
https://page.techsoup.org/digital-marketing-services-
2021?hs_preview=uqvGVfQz-43372837672#tslp-form
HubSpot/ TechSoup Discount Link
https://www.techsoup.org/hubspot
Contact
● Peggy Geisler
● PGeisler@pmgconsulting.net
● Joseph DiGiovanni
● Joe@TappNetwork.com

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Social Impact Accelerator Accessing and Accelerating Community Impact in the Digital Age

  • 1. 3 Pillars of Nonprofit Digital Transformation Accelerating Impact in the Digital Age STAKEHOLDERS - COMMUNITY - FUNDERS Peggy Geisler, PMG Consulting Joseph DiGiovanni, Tapp Network Tapp Networks, LLC. | Confidential 2022. | www.TappNetwork.com 1
  • 2. Social Ecological Model of Change Connectivity & Communications Drive Impact Pillars of Influence: STAKEHOLDERS - COMMUNITY - FUNDERS
  • 3. Affordable and Accessible Marketing Technology Now Available to NonProfit Sector 3 “Over 50% of nonprofits are not using a customer relationship management system (CRM) or automation tools to effectively engage their donors, volunteers, and members.” “41% no segmentation capability”
  • 5. The 5 Conditions of Collective Impact to Catalyze Stakeholder Collaboration The power of Collective Impact lies in the heightened vigilance that comes from multiple organizations looking for resources and innovations through the same lens, the rapid learning that comes from continuous feedback loops, and the immediacy of action that comes from a unified and simultaneous response among all participants. Technology Brings it all together
  • 6. Collective Impact 101 (for your reading pleasure) Backbone Organization: Creating and managing Collective Impact requires a separate organization and staff with a very specific set of skills to serve as the backbone for the entire initiative. Coordination takes time, and none of the participating organizations has any to spare. The expectation that collaboration can occur without a supporting infrastructure is one of the most frequent reasons why it fails. Common Agenda: Take a close look at any group of funders and nonprofits that believe they are working on the same social issue, and you quickly find that it is often not the same issue at all. Each organization often has a slightly different definition of the problem and the ultimate goal. These differences are easily ignored when organizations work independently on isolated initiatives, yet these differences splinter the efforts and undermine the impact of the field as a whole. Collective Impact requires that these differences be discussed and resolved. Every participant need not agree with every other participant on all dimensions of the problem. Shared Measurement: Collecting data and measuring results consistently on a short list of indicators at the community level and across all participating organizations not only ensures that all efforts remain aligned, it also enables the participants to hold each other accountable and learn from each other’s successes and failures. Mutually Reinforcement Activity: Collective Impact initiatives depend on a diverse group of stakeholders working together, not by requiring that all participants do the same thing, but by encouraging each participant to undertake the specific set of activities at which it excels in a way that supports and is coordinated with the actions of others. Continuous Communication: Developing trust among nonprofits, corporations, and government agencies is a monumental challenge. Participants need several years of regular meetings to build up enough experience with each other to recognize and appreciate the common motivation behind their different efforts. They need time to see that their own interests will be treated fairly, and that decisions will be made on the basis of objective evidence and the best possible solution to the problem, not to favor the priorities of one organization over another.
  • 7. Collective Impact 2.0 THE 2.0 SOLUTION ● Progressive government agencies and nonprofits are using emerging technologies to enact successful collective impact approaches to address long-term, large-scale problems. ● Technology can establish a centralized and dynamic measurement system and communication tool for communities to align efforts and data to measure and achieve common goals through transparent and accountable means.
  • 8. Accelerating Collective Impact - SLACK Stakeholder Collaboration: Communications
  • 9. Accelerating Collective Impact - SLACK ● In a year, we have grown to 543 users! ● 71 users are active a day. ● Users have 28 channels on various topics to engage in: art-n-culture, board, donate-swap, eastern-wa, ed-ceo, equity, español, finance, funding, fundraising, general, housing-and-homelessness, introductions, islands, jobs, policy-updates, prof-devt-and-training, random,, rural, slack-help, tech-tools, and volunteer-mgmt., community-engagers and equity- ambassador. TECHSOUP: SLACK FOR NPS CLICK HERE
  • 10. Accelerating Collective Impact - AirTable Collaborative Work Management Software ● Content Management ● Campaign Coordination ● Relational Databases
  • 11. Accelerating Collective Impact - AirTable Collaborative Work Management Software DPP Leverages Air Table as their Media Hub for their blogs, social, news, and publishing ● Hundreds of Partners
  • 12. Accelerating Collective Impact - Click UP Project Management Tool Collaboration: Assign multiple assignees to tasks, set subtasks, set dependencies and track progress from your dashboard.
  • 13.
  • 15. Just Say No to Silos Omni-Channel Approach Brand Print Social OOH Website Videos Advertising Ask a Sexpert: Angie Scott of Beebe Healthcare Spicy Conversations: Trivia with UD & DSU Candid Conversations: Convos with UD & DSU students PSAs: Explain campaign Blogs (2/month) Questionnaire & Test Site Locations Resources to determine if testing is needed and where to get it 9 billboard locations: 6 Wilmington area and 3 Salisbury 4 posts/week (mix of posts) Education, Testing, Prevention) Instagram, FB, Twitter 6 Posters: English 2-Education 2-Prevention 2-Testing 6 Posters: Spanish 2-Education 2-Prevention 2-Testing Brand Platform Identity, Tagline Strategy 3 Distinct Pillars Design, Layout, Copy, Visual Treatments, Guidelines Boosted Ads Promoted Digital Ads on Instagram & Facebook Boosted Videos YouTube CRM
  • 16. CRM Solution - HubSpot ● HubSpot CRM is an easy-to-use contact management tool for organizations of all sectors and sizes. Your team can store necessary information for all of your organization’s contacts including community members donors and stakeholders. ● Using HubSpot CRM, you can keep all communications with contacts in one place, allowing you to easily see all previous messages without having to dig through your inbox or track down information from former colleagues. ● You can also use HubSpot CRM to fundraise. An email marketing feature to bulk email your contacts to promote fundraising efforts or nurture relationships with donors. Click here for Blog / Demo
  • 18. Overall process (The whole thing) Marketing Funnel Stages (Where your prospect is) Top of the funnel (Build awareness/identify needs) Middle of the funnel (Research, Inquire) Bottom of the funnel (Participation) New Behavior (Habit Change) Education and Engagement Strategy (How to do it) Advertising (Social, Display, Outdoor) Lead Capture (Bloga, Downloads, Landing Page) Lead Nurturing- Donate Email Drip Campaigns, Re- Marketing) Activation: Crowd-Funding Community Based Tools( Commitment Full Funnel Campaigns - Fundraiser’s Best Friend
  • 19. Contemplation Campaign Engagement Social Media - Webinars Like-Follow-Share-Tag-Pin-# Preparation Website Engagement Educational Blogs, Video Action Registration Opt-In Email and Downloads Apply-Train Pre-Contemplation Brand Awareness Advertising, SEO Maintenance Enrollment Personalization and Automation Smart Content + Email Drip Campaigns Impact Communities 1 2 3 4 5 Stages of Change Theory 2.0 Volunteering - Event Registration - Membership
  • 20. Health Belief Model 2.0 Community Impact Campaigns - Social Determinants of Health INDIVIDUAL PERCEPTIONS MODIFYING FACTORS LIKELIHOOD OF ACTION ● Top Funnel Campaign ● Perceived Susceptibility to STIs ● Erase Stigma Awareness Ads ● Social Media Engagement ● Mid-Funnel Campaign ● Educational Blogs ● Stop STIs Videos ● Influncer Engagement ● Bottom Funnel Campaign ● Perceived Benefits ● Drive Desired Behaviors ○ Prevention Pledge ○ Testing Site Visits CRM Earned and Paid Media Automation-Personalization IMPACT: Decrease STI Infection Rate
  • 23. Funder Reporting - Click UP Track Time, Expenses and Funding
  • 24. Funder Reporting - HubSpot Track Time, Expenses and Funding + Communications Impact and ROI
  • 25. Funder Reporting - Clear Impact RBA Results Based Accounting and Community Scorecards
  • 27. PILLAR SYSTEM TECHNOLOGY TOOLS 1. Stakeholders Collective Impact Framework Collaboration Project Mgmt ● Slack ● Click-Up ● Air Table ● HubSpot 2. Community Behavior Change Omni-Channel Personalization Automation ● HubSpot CRM-CMS 3. Funders Impact Investing ROI Dashboards RBA Scorecards ● Click Up ● HubSpot ● Clear Impact The Three Pillars of Nonprofit Digital Transformation
  • 28. NEW TechSoup QUAD P2P NPO Communities Connections, Content & Cost-Savings 1. Dedicated community space where you can join others who have the same challenges, find answers, and share your knowledge 2. Curated knowledge base featuring an array of resources, templates, and solutions 3. Unique member content, including reports, how-to guides, and product comparisons 4. Events with experts who'll share insights and answer your questions 5. Community Marketplace Discounts https://page.techsoup.org/introducing-quad
  • 29. RESOURCES Free Collective Impact (PMG Consultation) http://www.pmgconsulting.net/contact-us/ Free Website, HubSpot or Marketing Consult (Tapp Consultation via TechSoup) https://page.techsoup.org/digital-marketing-services- 2021?hs_preview=uqvGVfQz-43372837672#tslp-form HubSpot/ TechSoup Discount Link https://www.techsoup.org/hubspot Contact ● Peggy Geisler ● PGeisler@pmgconsulting.net ● Joseph DiGiovanni ● Joe@TappNetwork.com