Inbound Social Marketing and Nonprofits

April 29, 2013

socialmedforsocialgoodI recently read Heather Mansfield’s book, Social Media for Social Good: A How-To Guide for Nonprofits. As I finished the book several thoughts came to my mind:

  1. Why have few nonprofits made major investments in inbound social marketing?
  2. How come nonprofits do not seem to understand the ROI or value of integrating social media across the organization?
  3. When will more nonprofits have a dedicated person for inbound social marketing?
  4. Why do many nonprofits think of inbound social marketing as an optional or add-on part of their overall marketing, PR, and donor development strategies?

As I thought through these questions, several possibilities came to mind based on my experience with nonprofits across the country:

  1. The entry cost for social media management and inbound marketing tools seems too expensive for many donation-based nonprofits.
  2. Determining the ROI for inbound social marketing campaigns means having a solid handle on existing data trends and intensely tracking and comparing the impact of social marketing campaigns across all channels.
    1. Integrating social across the organization is rarely heard of and usually relegated to the marketing department – never being considered for customer service, donor development, public relations, support, R&D, nor sales.
  3. Dedicated resources cost, yet if you want to do inbound marketing right it is worth the investment to get the right person or team in the door to monitor and manage it daily.
  4. Inbound social marketing is here to stay and works best when it is integrated across all departments: operations, HR, marketing, PR, IT, broadcasting, customer service, and development.

Certainly, some will push back on these ideas it is built on my experience interacting with nonprofits. It is unfortunate, but I can count on one hand the nonprofits that have a dedicated resource for inbound social marketing.

This is where Heather’s book comes in. Every nonprofit C-Level should read this book. While a few may see this resource as a primer, everyone will get nuggets of wisdom to apply to their organization. An excellent companion book for ROI and social analysis would be Social Media ROI by Olivier Blanchard.

Start With Benchmarks

Below is a list of benchmarks that Heather has seen through her years of experience with nonprofits. While these are not strictly to be adhered to they are excellent goals to shoot for.

  • 5000 fans/followers as a first tier goal
  • 10,000 fans/followers as a second tier goal
  • $2,500 – $10,000 annual budget for:
  • eNewsletters
  • List building
  • Donation landing pages
  • 20% email opens as a first tier goal
  • 25% – 35% email opens as a second tier goal
  • eNewsletter of 500 words with 1-2 updates per month
  • $12.48 is the average value of an email subscriber
  • Online giving should equal 25% of all organizational giving
  • 40-50 hours a week for social media management

Best Practices

I have also included a list of best practices that Heather recommends. Look at your organization and weigh these in light of your current situation.

Facebook

  • 6-10 posts per week (1-2 day)
  • Goal is for 1 comment and 3 thumbs up per each status update per 1000 fans
  • Ads equal $1.07 spent to acquire a fan

Twitter

  • “Old school” retweet 80% of the time
  • Auto-RT (retweet) 20%
  • 25% of all tweets should be replies and retweets
  • 4-6 tweets a day (20-30 tweets a week) 8am-8pm

YouTube

  • 1 video per quarter (3-4 per year)
  • Create a “Favorites” channel
  • Customize and brand your YouTube page

LinkedIn

  • 1-2 updates per week
  • 2 hours a month participating in online groups
  • Comment or participate 1-2 times per month to get your name out
  • Goal of group size should be 5000
  • Rotate “Manager’s Choice” discussions 2 times a month
  • Send group announcements 1 time a month featuring 3 articles
  • Launch a sub-group after the main group has reached 5000 members

Blog

  • Post 1-2 articles per week
  • Post summaries from events 1-2 days afterward
  • Choose only 1 category per post

FourSquare

  • Create a FourSquare Business Page
  • Add a reward for checking in or stopping by

Mobile

  • Link to mobile channels from mobile site
  • Text message open rate should be 90%
  • Send no more than 2-3 text messages per month
  • Expect to budget $10,000 to build a custom smartphone app
  • Promote apps for 2-3 months per year

Heather’s book if full of good information and how-to advice. You will especially like the checklists for getting started and tactical planning.

If you’re part of a nonprofit, purchase a copy of Social Media for Social Good and begin implementing the information immediately. If you have already been involved in social media marketing then compare your benchmarks for success to those above. You do not need to start with a big budget but in today’s world you have to be involved with inbound social marketing. It is not too late to catch up and you surely don’t want to get left behind.

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14 Tips For A More Effective Online Survey

December 20, 2011

By Dana Fine

Developing a useful, well-written online survey that extracts the information you need from your users can be a challenge. In this article, I will review 14 tips for creating a useful online survey.

  1. Write a brief, concise survey. Start with a mental framework that focuses on only what is essential to know. Ask questions only if the answers will give you the data you need and can use. Try to envision each question as its own specific theory that you are testing. In addition, research has shown that people skim and skip on the web, so your online survey completion rate will be higher if the survey is short and succinct.
  2. Try to begin the survey with interesting questions. Interesting questions will inspire the respondent to keep reading and complete the survey.
  3. Develop questions with answers in the proper format for your purposes. For example, if you believe your students need more time to complete the questions in your lesson, ask, “How long did it take you to complete the unit and accompanying questions?” with various time intervals as possible answers.
  4. Plan ahead of time how you and your company will analyze the information before you send out the final version of the survey. This may affect your questions and format when you realize that the statistical analysis you need to perform.
  5. Use the simplest language possible and respect the respondent’s dignity when constructing questions. Your survey respondents will undoubtedly come from many different groups.
  6. Use neutral language. The online survey is being developed to find out what your audience thinks and is not a forum for you to air your perceptions or opinions.
  7. Relax your grammar a bit so your questions do not sound too formal.
  8. Be sure to ask only one question at a time and put them in a logical order.
  9. Avoid double negatives, difficult concepts, and specific recall questions. Respondents are easily perplexed when trying to interpret the meaning of a question that uses double negatives.
  10. Try to use more closed-ended questions, with no more than one or two open-ended questions. Respondents usually have a better understanding of closed-ended questions because they are more straightforward and offer responses they can choose from. Open-ended questions require a written response.
  11. Scaled response questions should have answers that are at balanced, comparable intervals. For example, offering choices of excellent, very good, good, and terrible would cause you to miss important information in between the values of good and terrible.
  12. Whenever possible, responses should be developed as discrete amounts instead of general statements of quantities, with specific options from which to choose. It’s better to ask, “How many times a month do you go to the movies?” “0”, “1 to 3 times a month”, “3 to 5 times a month or more”, instead of “How often do you go to movies?” “almost never”, “once in a while”, “I am there at least once a week”, etc.
  13. Name your survey and write a brief introduction. It prepares them for what is to come.
  14. Craft a well-written subject line for the email you send with the survey to capture your respondents’ attention.

In summary, a well-written online survey has higher completion rates and is an effective method for gathering information.

About the Author:

Dana Fine is a Senior Instructional Designer at SyberWorks, Inc http://www.syberworks.com. SyberWorks is a custom e-Learning solutions company that specializes in Learning Management Systems, e-Learning solutions, and custom online course development. Dana is also a frequent contributor to the Online Training Content Journal.


10 Practical Tips For Facebook

May 19, 2011

When it comes to social media tools like Facebook, we are often asked, “How can I get more mileage out of [Facebook]?” and “How can I leverage Facebook for growing my organization?”

With the recent interface changes and the opportunity to reach over 500 million active users, Facebook has become the social media tool of choice. This month, we want to give you our 10 Practical Tips for Facebook.

  1. Create a Facebook Page
    Most users start with a Facebook Profile. Profiles are intended for personal use. Facebook Pages are for business use, and offer a more robust set of features for content management. Facebook has even provided instructions for converting your Profile to a Page.
  2. Establish Your “Vanity” URL
    This is the customized extension for your Facebook Page: http://www.facebook.com/MyAwesomeCompany. This will make it easy for marketing and publishing your Facebook web address. You can get a personalized URL after your Page has been “Liked” by at least 25 people.
  3. Post Regularly
    We recommend posting with the same frequency every other day and on weekends (we typically recommend posts in the mornings). This is the time you will get the most amounts of interaction, and that is the strength behind Facebook. We also recommend having multiple Page Administrators so in the event you are out sick or unable to publish, another administrator can jump in.
  4. Take Part in the Conversation
    Your followers want to feel a sense of connection to you—a sense of community. Only posting information without responding to comments makes people feel ignored and not valued.
  5. Be Authentic
    Every organization has a “tone”. Remember on Facebook, people expect you to be real and a little casual. Don’t be afraid of this. Show that your authentic responses are coming from a person by adding your name to the end of a company-related post.
  6. Metrics are Your Friend
    Use Facebook Insights to see how your Page is being used. You can review statistics on wall posts, page views, discussion topics, and photos views. Also, “listen” to the conversations happening on your Page. This will help you gauge audience interest.
  7. Add Images, Links, Feeds, and Videos
    Photos are a great way for people to feel connected to what you are doing as an organization. Tag your images for SEO by including your company name, location, and relevant keywords in your captions and album names. Leverage the power of links by including links not only to your branded website content, but other relevant and related topics through feeds or manual updates. Finally, videos are a fun way for people to see and hear you, as well as learn from your expertise on a subject.
  8. Promote through Cross Pollination
    Be sure to link from your website, blog, emails, and social media feeds to your Facebook Page. Encourage your Page followers to link to your Page as well as share with their friends. You’ll be surprised how quickly your network will begin to grow.
  9. Optimize Your Page for Search
    When creating your vanity URL, use “key words” for your organization such as your organization’s name. Be sure to keep it as simple as possible, and remember once you have chosen a name you cannot change it. Also, be sure to adjust your privacy settings for search rankings.
  10. Advertise on Facebook
    If you feel your content is relevant and want to further target your audience, try Facebook advertising. Be sure to review the “Best Practices” and “Reasons for Rejection” as you begin. When pricing your ad, we recommend using “Pay Per Click”, since click-thrus are typically low on Facebook. Don’t let this worry you, as your ad will be viewed by thousands and drive awareness and interest.

Food for Thought:

  1. If you already have a Facebook Page, what other tips or advice would you recommend?
  2. What is the biggest mistake you are seeing from other organizations/companies on their Facebook pages?

eBooks and eLearning – Finally!

January 6, 2010

By E. Brown

Now, a group who “gets it!” CourseSmart has released this movie of how eBooks are going to change and adapt — they have to — for the next generation of reader and learner. Also, the rumors of the Apple “iSlate” make this reality a lot closer than you might think. So, where might this leave the Kindle? You be the judge.

Do you think there will be a market for this product? How do you think it will revolutionize learning?

Related Articles
- Kindles For Kids


Are You A Dreamer?

August 26, 2009

Do you feel misunderstood?

Do you have trouble remembering details and instructions?

Do you love positive feedback, yet not desire to conform to the cultural mold of expectations?

You are not alone.

Lately, I have been doing reading about cognitive styles. Primarily, there is plenty of information about strong-willed children/adults and High-D personalities as well as compliant children/adults. Yet, there is little information out about “Dreamers.”

Dr. Dana Spears and Dr. Ron Braund have a very interesting book on Dreamers, the passionate-creative-culture-changers of the world. Join me soon for a more in depth look at this type of individual and see if you are a mold breaker.


Kindle’s For Kids

August 17, 2009

amazon_kindleBy E. Brown

How many of you have kids in school? How many of you have kids carrying HUGE backpacks to school? How many of you are paying doctor bills for your child’s back problems because of lugging around heavy books? Even the packs with wheels are a pain – literally. Ever seen a child try to roll one over a curb on his way to school? Not a pretty sight.

Here’s an idea for Amazon — why not work with the National Education AssociationState Departments of Education, or the U.S. Department of Education and give K-12 school kids Kindles with all these “heavy books” loaded into them? The schools own the Kindle’s and when the child graduates, he or she will certainly want to have one of their own. Did someone say, next generation adopters/consumers?

I’ll bet, once parents see the Kindle up close and in action, they will want to buy one for themselves. Talk about market share and saturation. I hear the distant sounds of Ka-ching!

Let me see, off the top of my head here are some ways this could be of benefit:

  1. Less paper consumed
  2. Less trees cut
  3. Easier to update published content
  4. Less trash from out-dated school books
  5. Lighter pack backs
  6. Less stress on children’s backs and bodies
  7. Lower family medical bills
  8. RSS feeds to teacher assignments
  9. Bookmarks to teacher blogs
  10. Exposure to Kindle eReaders
  11. Create raving fans

I am sure the list could go on. Also, if you’re an Amazon employee, this is another opportunity for you to help out your local community. School administrators will thank you and parents will love you.

If you think this is a worthwhile idea, let Jeff Bezos know. Send him a quick email and let’s see what happens.

Feel free to comment here as well and let me know your thoughts or if there is anything missing on the list of benefits. If you do not see an upside to this idea, let me know that too.


Social Media Success Summit ’09 – Keynote Take Aways

May 27, 2009

By E. Brown

smss_logoLast nights keynote at SMSS09 with Gary Vee (Vaynerchuk) was high energy. The attendees especially liked the Q&A session afterward. Nothing like free business coaching.

Gary spoke for about 45 minutes (too short) but could have gone on for another 45 easily. The tweets were flying throughout the entire session. My take aways from the evening were:

  • Use search.twitter.com or you’re making a BIG mistake
  • Facebook Fan pages are far more important than Twitter as an “outpost”
  • Look into and start using Tumblr
  • Live-Streaming has  a huge fan base – leverage it
  • Take ownership of your online brand
  • Always have an affirmative call-to-action on your “homebase” (e.g. blog, homepage, etc.)
  • Capture your visitors
  • Work hard, but be sure to spend time with your family
  • Enjoy what you are doing — be passionate about it

I am looking forward to the next group of sessions regarding LinkedIn and Facebook. I’ll keep you updated.

Have fun!

Related Links
- Gary Vaynerchuk
- Tumblr
- Social Media Success Summit
- TweetChat
- Social Media Summit Day 2


Stop “Some Day” Syndrome

February 18, 2009

Good tips from WikiHow

Everyone suffers from Someday Syndrome at some point in their lives, often catching it repeatedly. You probably have something similar going on in your life – a project, a task, a goal – that you just haven’t got around to doing yet. Right? It would be easy to quote Nike and say: Just Do It, but if it were that simple Someday Syndrome wouldn’t exist. Here are some key ways to cure Someday Syndrome so that you don’t need to suffer through a cure.

  • Be you.
  • Clear out the junk.
  • Know what you want.
  • Make a grand plan.
  • Take one step at a time.
  • Ignore the rest.
  • Get help.
  • Don’t compare.
  • Be uncomfortable.
  • Celebrate the process as well as the end.
  • Don’t stop at the easy point.

How To Improve Your Learning

February 6, 2009

Kendra has some good insights about being a learner. Here she shares some effective ways to enhance your personal learning. I liked number ten. I think you’ll like this too. Enjoy!

By Kendra Van Wagner, About.com

I’m always interested in finding new ways to learn better and faster. As a graduate student who is also a full-time science writer, the amount of time I have to spend learning new things is limited. It’s important to get the most educational value out of my time as possible. However, retention, recall and transfer are also critical. I need to be able to accurately remember the information I learn, recall it at a later time and utilize it effectively in a wide variety of situations.

1. Memory Improvement Basics
I’ve written before about some of the best ways to improve memory. Basic tips such as improving focus, avoiding cram sessions and structuring your study time are a good place to start, but there are even more lessons from psychology that can dramatically improve your learning efficiency.

2. Keep Learning (and Practicing) New Things
One sure-fire way to become a more effective learner is to simply keep learning. A 2004 Nature article reported that people who learned how to juggle increased the amount of gray matter in their occipital lobes, the area of the brain is associated with visual memory. When these individuals stopped practicing their new skill, this gray matter vanished.

So if you’re learning a new language, it is important to keep practicing the language in order to maintain the gains you have achieved. This “use-it-or-lose-it” phenomenon involves a brain process known as “pruning.” Certain pathways in the brain are maintained, while other are eliminated. If you want the new information you just learned to stay put, keep practicing and rehearsing it.

3. Learn in Multiple Ways
Focus on learning in more than one way. Instead of just listening to a podcast, which involves auditory learning, find a way to rehearse the information both verbally and visually. This might involve describing what you learned to a friend, taking notes or drawing a mind map. By learning in more than one way, you’re further cementing the knowledge in your mind. According to Judy Willis, “The more regions of the brain that store data about a subject, the more interconnection there is. This redundancy means students will have more opportunities to pull up all of those related bits of data from their multiple storage areas in response to a single cue. This cross-referencing of data means we have learned, rather than just memorized.”

4. Teach What You’ve Learned to Another Person
Educators have long noted that one of the best ways to learn something is to teach it to someone else. Remember your seventh-grade presentation on Costa Rica? By teaching to the rest of the class, your teacher hoped you would gain even more from the assignment. You can apply the same principle today by sharing your newly learned skills and knowledge with others.

Start by translating the information into your own words. This process alone helps solidify new knowledge in your brain. Next, find some way to share what you’ve learned. Some ideas include writing a blog post, creating a podcast or participating in a group discussion.

5. Utilize Previous Learning to Promote New Learning
Another great way to become a more effective learner is to use relational learning, which involves relating new information to things that you already know. For example, if you are learning about Romeo and Juliet, you might associate what you learn about the play with prior knowledge you have about Shakespeare, the historical period in which the author lived and other relevant information.

Read More…


Martial Arts, Emotional Intelligence, And Academia

December 9, 2008

This came from the Edutopia site. Having studied martial arts, I would agree with many of the ideas Jordan has in the article. I hope you find this informative as well. Have fun!

On paper, Jordan Schreiber is a martial arts teacher, but his real goal is far broader. By shaping the social and emotional lives of his students, he hopes to prepare them for successful lives outside the tae kwon do studio and in the classroom.

The academic benefits of social and emotional learning are well established by now, and they’re no less germane in a martial arts studio. Schreiber says that as his students learn to recognize and manage their emotions, care about others, make good decisions, behave ethically and responsibly, develop positive relationships, and avoid negative behaviors through tae kwon do, they also improve dramatically in the classroom.

Indeed, with the ability to self-regulate comes the ability to focus and take in new information that’s vital for academic success. For that matter, establishing a goal for the week is as important as learning a proper stance. Schreiber rewards equally academic achievements outside the studio and physical achievements within. He follows up the students’ martial arts sequences with discussions on the meaning of success.

Read more…


How Blogging Can Help Or Hurt Your Personal Career

November 28, 2008

By John O’Connor

Blogging has become an impulsive contemporary art for careerists. Should you develop your own blog or shouldn’t you? Will it help or hurt your career? Let me present this canvas to you as a primer of sorts to think about this issue.

Much of my career practice and coaching involves an organizing thought: You own the business of your career. It’s your worklife mission, your vision. For years I coached and, some would say, admonished my clients to take ownership of their career paths as they work for someone else. When you do not own the business, one of the greatest ways you can help or hurt your career centers around your own online and offline reputation. With so many choices and so much information at the click of a computer key we may feel information overload no matter what our career field might be. We may also feel empowered to create or destroy.

What’s easy can be fun or dangerous. In a matter of minutes you can set up your Blogger, WordPress, Typepad or related blog site. And the minute you post? Your words can be accessed by billions of people around the world. No web designer needs to be hired. No technical guru at x dollars an hour has to listen to and potentially kill your ideas. You own this medium. You have freedom. You can say or site anything. There’s no waste of time and no need to white-board everyone else’s ideas.
It’s so easy but don’t let the impulsive ease of blogging let you forget about the eyes that watch your art, your views, your passions, protests, observations and objections.
How might this medium help – or hurt – your career direction and path?

How it can help:

1. You have an audience. Keep it positive. Blogging may add to the company’s brand and your position as an authority or subject matter expert within your company or your field. Jane S. worked at a powerful, regional advertising company. She cleared her personal blog through her boss, her boss’ boss and her company human resources department. They said she didn’t have to but with my advice she did. During a recession she has received two promotions and her blog has since been incorporated into the main site of the corporation because of its powerful, business development prowess. She says, “Now 40 percent of my time is incorporating my personal brand or blog into the company’s brand with the complete blessing of the executive team.”

2. Paint the right picture. Drive customer confidence. As you cite critical sources and make intelligent, important observations your personal blog augments your position within your company and promotes your company. You never bash your company. You can be yourself and be authentic. James P., a salesman, asked for permission from his company to comment on his business travels and business adventures as a technology sales consultant. Customers love the funny, idiosyncratic stories. James says, “My blog has been a business generator for the company and earned me four speaking engagements on behalf of the company and four speaking engagements locally that were sponsored by local sales networking organizations. I can’t believe it. It’s made me kind of recession-proof in my career!” His first book is being self-published and his company uses him to teach and train all new sales personnel.

3. Get a raise and a promotion. Defend the faith. Blogging helps you document and publish your ideas while associating with great people. Again, Alice P. published her blog under a pseudonym two years ago. Today she has kept the quirky observations about life, travel, art and kids quite eclectic. Her blogging has incorporated funny observations about office life without offending anyone at work. It’s been serialized by the company and referred to. The CEO thought her site should be commented on, featured and linked to by the company to help with esprit de corps. Alice states, “Now I have an in-house company editor who helps me promote and publish my blog. We’ve added videos and more fun stuff. The company pays me monthly.” She keeps her comments happy, funny and still personal.

How blogs can hurt:

1. One small step. Negative posts can be fatal. Blogging can open you up for many legal, liability and employment questions, problems or crises. Last year, Jim C. came to me after he had posted a rather nasty post on his Top Ten Worst Retailers in the World blog. His company did business with two of those retailers and as nosy or highly-sensitive corporate personnel found out about his lambaste it caused a rift at the company. According to Jim, “This year for other reasons I was let go. It was not the economy. I crossed the line.”

2. Pictures tell a thousand stories. Larry seemed to pipe up at work a lot about things that bothered him. So he decided to publish a seemingly anonymous blog. As a techy he posted hundreds of comments on political ideas, people he thought should be impeached and railed against what he considered bad taste and fashion. He did this anonymously under a lot of different names. But when he decided to take pictures at the year end Christmas party and publish captions that offended nearly everyone, he was, well, suspended without pay forever (fired).

3. Beautiful art can be destroyed. Craig became disillusioned after an 18-year career. Nearing retirement, his company had promoted three people younger than him to the technology director level. Years ago he had engineered their web presence. Knowing that having no blog presence left his company vulnerable, he found it increasingly interesting and titillating when he created a blog presence, added negative comments to company products and dumped a list of customer complaints onto the proverbial, anonymous IHATEXCOMPANY.com, the site a former employee developed to stick it to the man. Under pressure, the IHATEXCOMPANY.com author faced legal entanglements and gave up Craig’s name as a blogger. Now Craig is in litigation. It’s not looking good.

Imagine you’re an artist like Michelangelo dipping brush to paint; a seemingly limitless creative well. You’re halfway done with your masterpiece, the signature of your worklife and rather spiritual mission. As you take your impossible position on the scaffold to paint more of the Sistine Chapel you have a thought. Imagine you could destroy your Sistine Chapel with one strike of the match. Like the great artist, blogging can help you take ownership of your career and worklife vision. Of course, it can also be just for fun too. But let’s also realize you, like the great artist, have the power to create or destroy your career future with just a few strokes or decisions.

Make sure you know your audience and you understand the potential impact of your newly -minted blog posts. It could make a lasting impression and a permanently positive or negative impact on your career picture.

Paint yours. Paint it well.

John M. O’Connor, MFA, is the President of Career Pro of NC, Inc., a comprehensive career services organization specializing in Executive Outplacement, Corporate Outplacement, Federal/Military Career Transition and Consulting. He was appointed to the Board of Directors (2006) for Raleigh-Wake Human Resources Management Association (RWHRMA.org). He is also a Certified Career Coach, Certified Resume Writer, and Credentialed Career Master.


Speed Reading And Weird Minds

November 21, 2008

Cna yuo raed tihs? Olny 55 plepoe out of 100 can.

I cdnuolt blveiee taht I cluod aulaclty uesdnatnrd waht I was rdanieg. The phaonmneal pweor of the hmuan mnid, aoccdrnig to a rscheearch at Cmabrigde Uinervtisy, it dseno’t mtaetr in waht oerdr the ltteres in a wrod are, the olny iproamtnt tihng is taht the frsit and lsat ltteer be in the rghit pclae. The rset can be a taotl mses and you can sitll raed it whotuit a pboerlm. Tihs is bcuseae the huamn mnid deos not raed ervey lteter by istlef, but the wrod as a wlohe. Azanmig huh? yaeh and I awlyas tghuhot slpeling was ipmorantt! if you can raed tihs forwrad it.

fi yuo cna raed tihs, yuo hvae a wreid mnid too. Seped rnadieg sluohd be a bezere!


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Vodcasts Free Up Classroom Time and Raise Performance

November 3, 2008

Saw this. Loved it. Wanted to share.


35 Tips Toward An e-Learning Plan For Your Organization

October 24, 2008

I saw this, of all places, on the San Diego City College site under their military education department. It is really, quite a well put together list of tips, things to do, and think about when forging out into the world of online learning and training. Enjoy!

1: First Things First

The “e” in e-Learning stands for education — we too often forget that — it is not about bandwidth, servers, and cables. It is about education – first and foremost.

2: Find Your Roadmap

Do your homework understanding the basics of e-Learning — terminology, types of systems, resources available. The task seems daunting at first, but keep reading, asking questions and recognize that it is a cumulative process.

3: The Times They Are-a-Changing

Training organizations must rethink their mission, redesign their metrics, and retool their staff. From “We deliver classroom training that we think someone might need” to “We work with the entire company organization — senior management to individual learners — to provide whatever is needed at each stage of the learning life-cycle”; From “butts in seats” (or even “happy butts in seats”) to “discovered gaps addressed and met effectively as shown by multiple levels of assessment”; From “stand-up trainer” to “multi-modal consultant” (or from “a cadre of stand-up trainers” to “a team of learning specialists: analysts, assessors, designers, builders, and deliverers.”)

4: There is a Place and a Time For Everything

Be assured that e-Learning is not a silver bullet. Refrain yourself from using e-Learning for every training/learning opportunity. There is a place for e-Learning, but it is not appropriate in every circumstance.

5: Know & Respect

Know your team/role expectations and then communicate effectively with the entire team. I suggest brainstorming with the team to determine the most effective way and including IT resources. Respect all team members.

6: Start Small, Grow Later

If you’re just starting out with e-Learning, target a course that is small but high visibility for your organization. After it is deployed successfully, developing future courses will become more easily acceptable.

7: Learning Is Learning Is Learning

e-Learning is just a media, a small “e” in front of learning. Thus, everything fundamental about learning applies as well.

8: e-Learning = Learning

Be sure to wrap the e-Learning experience with pre-work and/or communication (motivation and preparation), real-time support (either on-line or a point of contact), and post-learning transfer activities (further coaching from manager, follow up communications, post-learning reading and activities, etc.) Just because it’s e-Learning doesn’t mean we should forget all the things we know about adult learning, moving new skills to performance, and enhancing memory.

9: The e-Learner’s Pledge

Recognize the skills that serve e-Learners well: Self Advocacy : “I need to learn”; Self Sufficiency: “I am responsible for my learning”; Self Confidence : “I can Learn”; Learning Process: “I know how I learn” and Self Evaluation: “I know whether I am learning.” Without this recognition, e-Learning is at best acknowledged as difficult.

10: Put Your Toe Slowly In The Water

Be slow with the ‘e’ in e-Learning. It’s always about learning first.

11: Don’t Fix What Isn’t Broken

Sometimes the classroom is the best solution. Keep an open mind and don’t create e-Learning just for the sake of having e-Learning.

12: The Rules Of The Game

Focus on people, then on corporate needs, then on technology.

13: Those That Can, DO

For e-Learning to be effective in business, it has to support “doing,” not only learning. Go back to a fundamental concept in education: behavioral objectives. After an e-Learning session, the student must be able to DO something, not just know something. If you can’t state a behavior that the student can do after the e-Learning session, you may have used the e-Learning tool as a hose to spray a thirsty student instead of as a glass.

14: Unite, Don’t Divide Your students

Before introducing e-Learning, find out more about the basic skills of the students. What proportion use a PC at work? What proportion have the required PC skills? What proportion are able to undertake e-Learning in the working day without prior clearance with a boss? The answers to these questions are critical in designing the overall strategy (and especially important at implementation time). If ignored, there is a possibility of creating or accentuating a digital divide in the students.

15: Show Me The Way

If the main reason you want to implement e-Learning is to save money … stop and ask for directions.

16: Do You e-Learn?

Make sure you experience being an e-Learner yourself before you attempt to deliver a course online.

17: Become an e-Learner

Experience e-Learning first hand to understand the student’s point of view in an e-Learning situation. What are the frustrations? What becomes easy? What do I, as the student, need to do differently? Do I have enough access to my instructor? Do I have access to the other learners? Do I feel connected to the class? Shut out and lonely? By putting oneself in this situation, trainers can begin to understand what they need to build into their design to assist the learners, who are also making the transition to e-Learning.

18: The “Hard Stuff’ Is The “Soft Stuff’

What’s hardest about e-Learning isn’t really the design, development, and technology. What’s hardest about e-Learning is getting learners motivated and organizations energized. Spending time on the “people-side” of e-Learning will pay great dividends.

19: Bottom Line

E-Learning is like any other benefit – staff will not use it if they (a) don’t know about it, (b) don’t understand it, or (c) don’t get it free.

20: First Time?

Consider blending e-Learning with classroom learning as a short mandatory component. This may help people to become comfortable with e-Learning if they haven’t tried it before.

21: Fill The Gap, Don’t Patch It

Do yourself, your organization, and/or your clients the favor of doing the preliminary footwork necessary to honestly determine whether the targeted reason for the proposed training will actually be affected by training. For example, is the “gap” something that can be narrowed via training, or does the underlying reason for the gap lie elsewhere (internal communication, company culture, management, tools, etc.)? Often times large efforts and budgets are expended building solutions to the wrong problems. Take a little time and money up front to properly analyze what should be done and why – it’s a step that will undoubtedly pay for itself several times over (either by preventing unnecessary training from being developed, or by focusing the purpose of the training that is needed).

22: One Step At A Time

First step: think about Learning. Second step: think about e-Learning.

23: Begin By Connecting The Dots

Always always always start with the business need the e-Learning is intended to meet. If you can’t draw a straight line from the course or Performance Support you are proposing to a bottom-line business result, then don’t do it. The only valid way to “make a business case” for e-Learning is to start with the needs of the business.

24: Training Is For Life

If you believe that your training is finished, you may be trained but you are finished.

25: Just Getting Started?

Making It Required May Lead To Success

Often an e-Learning course is successful because it is required. Associating a test with the completion of the e-Learning effort could lead to success especially in an environment new to this method of learning.

26: So Well Said!

On the road to e-Learning, make sure that Learning is in the driving seat, and Technology is in the passenger seat with the map. Learning decides the destination, Technology helps you get there.

27: Start From Square One

Analyze if/when online learning makes sense in your organization. Perform a needs analysis. Is there management buy-in? Do learners have access to the right equipment and software? Analyze which e-Learning delivery method is best: Blended/Hybrid Courses (part classroom, part online); Synchronous (online course, with instruction taking place in real-time via the Internet); Asynchronous (courses taken independently with minimal instructor support).

28: Don’t Get Myopic About e-Learning

E-Learning is only one of the many, many resources available to you to meet your organization’s learning needs. Use it appropriately. I got caught up in the hype until I was forced to step back and gain perspective about all the available tools and resources. As a result, my toolbox is now equipped to handle each job in a more effective and efficient manner.

29: e-Learning = Change

Treat e-Learning as a “Change Initiative,” not just another training program. E-Learning will represent a behavior change for most employees so you and your trainers need to act as “change agents.” If your organization has a Change Management discipline, use some of the techniques to guide you as you implement.

30: Look For Grants In All The Right Places

For associations and other non-profits, look for grants and other funding sources to get started in distance learning. We identified three curriculum development projects of key importance to the conservation profession and I was able to find funding for at least portions of all three, including assistance for our initial venture into distance learning. Once we gain experience, expertise, a body of courses, and (happy) learners, we anticipate that future projects will be more time and cost-effective.

31: Practice Safe e-Learning

For your first attempt to launch e-Learning in a slightly skeptical organization which has accepted the Business Case but is awaiting the outcome with interest, select a topic of enterprise wide significance which is needed by as many employees as possible and has to be delivered in a very short time. The message is to focus on an operational problem/challenge, see it as an opportunity to “‘sell” the e-Learning, produce something good but simple and practical, and go for it. Don’t begin with management development topics where the immediate gain may prove more difficult to specify to everyone’s satisfaction. Be safe, but effective.

32: Use e-Learning To Solve Specific “Pain Points”

Don’t go for an all-out Napoleonic attack with e-Learning, it might just result in your Waterloo. Rather, focus on a few pain points that can be best solved with e-Learning and just go after these.

33: Use e-Learning To “Info-Include”

e-Learning is a very good way to allow people to acquaint themselves with computers and the Internet. If you have “info-excluded” people that you want to involve and gain exposure to IT, try e-Learning with any content that helps this person to develop their competency on the job.

34: The Grandma Rule

If you are just starting out with e-Learning in your company, assume that your people know as much about computers as your grandmother. Then you won’t be too off base as you work towards changing their paradigms.

35: First Impressions Stick

Make sure a learner’s first experience of e-Learning is a good one or else they won’t try again.


More Mobile Learning With iTunes U

October 21, 2008

This has been out for a time, but thought I’d share. So, load up your iPod, hit the road, and keep learning!


Design Thinking (plus MIT Video)

October 16, 2008

My friend and co-worker, Craig Dockery, recently posted about an interesting article he read on Harvard Business Online.

Just a couple of weeks ago I read a great article called Design Thinking at Havard Business Online. In that article, Tim Brown, CEO of IDEO, says, “Thinking like a designer can transform the way you develop products, services, processes—and even strategy.”
Read more…

This particular article above requires a nominal fee for downloading but there is a video (Real Video format) presentation on the same topic available at MIT World.


Some Guiding Questions To See If Your Organization Is Ready For Online Learning

October 13, 2008

By E. Brown

I was reminded of this just the other day while presenting to a client: Had they assessed their readiness to commit to online learning or had they derived a fanciful idea to move to e-Learning without counting the cost?

If you’re considering putting your content online for learning and training, I suggest you do a little homework and become familiar with what it will take to get there. Migrating to online learning is a journey, not a single event. Based on what your business and training goals are, you need to put together a plan or ask someone to help you put together a plan.

For instance, if you desired to build a house, what would you do? You would not buy a truckload of lumber and expect to have a house built in 2 weeks. No — first you would need a plan. During this phase of the project you must ask and answer a lot of questions that allow you to assess your readiness to build. It is much the same with online learning.

Here are some guiding questions to ask of yourself and your team as you get started:

Is your leadership willing to explore this innovative approach? You will need the support of your organization’s leaders to obtain the funding, technology, staffing, and other resources necessary to begin and maintain any new approach to education.

Is your competition already taking advantage of this new option on the corporate training menu? Although most new ideas take time to gain wide acceptance, some –online learning, for example–take off like a rocket. If your organization hasn’t yet made the leap, you may not be alone, but you soon will be.

Is your workforce ready to buy in? A Readiness Assessment may be the way to find out. This usually covers audience expectations, technology requirements, policies and processes, change management, and end-user support.

Is your workforce prepared to commit the time? The amount of development time will depend on your technology needs, the sophistication of your current training programs, the interest and comfort level of your leadership and workforce, and other factors.

Does your workforce have the literacy level and writing skills needed to contribute in a meaningful way to online dialog? Sure, cyberspace has pictures and sound, but it is primarily a world of written communication. Online learning for adults is mostly a matter of interaction via the written word, and online classes consist mostly of “living letters” written back and forth among students and facilitators. Is your workforce up to it?

Do you and your team have a rudimentary understanding of how online learning works? This is usually a basic introduction to the equipment and procedures involved in online education.

- Source: These particular sample questions came from FutureU

These are only a few of the questions to get you thinking. I hope this helps. Feel free to contact me for more information or visit TiER1 Performance.

Related Articles
- New To eLearning? Count The Cost


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5 More Reasons To Love Your Mac (PC Magazine)

October 7, 2008

I saw this nice little article on PC Mag.com and had to share. Some of these I knew and some are now favorites. Enjoy!

Everyone has secrets—even your Mac. And your Mac may be your friend, your best friend, or even your only friend, but there are still a few things it’s not going to share with you no matter how close the two of you are. Did you know that your Mac can proofread—out loud? That it can help you create new keyboard shortcuts in most apps? Are you familiar with its security tricks? Its productivity skills? Come along as we uncover some of your Mac’s more exotic capabilities. Some you probably already know about. But we’re willing to wager that most will be new to you, though they’ve all been around at least since Panther (OS 10.3) and some have been a part of the Mac experience for as long as we can remember. Let’s get started.

Read more…

(Image Credit – PC Mag.com)

Need A Blogging Strategy For Your Business?

October 3, 2008

My friend, Justin, published a nice little article on strategies he has been developing for clients. Many companies have Marketing Strategies, PR Strategies, Technology Strategies, Business Strategies, and Learning Strategies, but I do not know any that have Blogging Strategies. This would fit nicely within a Learning Strategy… don’t you think, Justin?

Recently I have been turning my attention to blogging strategy for business. And there are some interesting things to observe out of the process that are a tweak on good old fashioned communications planning.

  1. If multiple blogs are a part of the strategy, you must decide on who the audience is for each one.
  2. Decide who the author/s should be
  3. Determine the appropriate tone of voice
  4. Provide a guide to general direction of the posts and content. If you can outline 50 potential posts before you start you might be onto something – if not, rethink
  5. Consider frequency and quality of posts
  6. Integrity of the blog is very important

Read More…

In Learning Strategies we often talk about leveraging Web 2.0 technologies. We often recommend using Blogs, Wikis, Message boards, Chat sessions, and Social Networking. Yet, the idea of a complete strategy around blogging is intriguing.

What do you think?


Branding You – Why Personal Branding Is So Important In Today’s World

September 24, 2008

By Scott Lahde

Remember all the talk in the late 90s of the “brand called you?” Well, much has changed in the past 10 years – including the way we conduct a job search and the way we network with each other. But the original concept of branding yourself, especially in today’s competitive marketplace for plum roles and positions, is more relevant than ever.

Sure, you have a LinkedIn page. Perhaps you’ve signed up for Naymz and one of your colleagues invited you to join NotchUp or even one of the newer business social networks like Ryze. More and more online business networking opportunities are sprouting up every day. You may have even designed a personal web page with your professional credentials.

That’s a good start, but is that enough to build your own personal brand? No.

Focus on Number One
As executives in marketing, advertising and sales can certainly attest, marketing a company’s product or service, generating sales leads and enhancing the brand is paramount to company success. So why wouldn’t you use that same approach for yourself? Sound too self-serving? Think again.

Really successful executives, the ones that are consistently written about, quoted as experts, and asked to partner with top executives and companies, do one thing and do it well. They promote themselves and their expert opinions.

Creating an online profile in a number of places and monitoring your online presence is definitely important, but if you ignore your real world presence, you’re cutting your own legs. Busy executives pour through hundreds of emails and view scores of web pages each day. Will your digital communication or web presence stand out among the deluge of daily digital information? Well, it’s a big challenge.
What will be remembered is poignant, real world interaction.

Make it Real
You can generate this sort of interaction and attention for the “brand called you” in a dozen different ways. However, the three ways that have had the biggest impact and are often a catalyst for more opportunities are:

  1. Participating in industry trade groups and associations
  2. Speaking at prominent industry events
  3. Writing well-crafted, by-lined articles in trade publications

In a sense, think back to basics. Some may scoff at the notion of participation at the trade level. Whether it’s engineering, finance or technology, the trades are not nearly as glamorous as being featured in Forbes or Fortune or speaking at Davos. But let’s be realistic, only a very small handful of people are invited to participate at those high levels.

So don’t scoff at them – embrace your trades! It will be your entrance to bigger and better things. Everything is cyclical – a trade article could lead to being selected for a speaking engagement, which leads to being quoted in a news article, which leads to a panel opportunity, which leads to being interviewed on television as an industry expert. You never know. Your participation with Beer Advocate magazine six months ago could have led to being asked to comment on the mammoth Anheuser-Busch/InBev merger.

Be Memorable
The same holds true for conferences, conventions and industry association events. You certainly don’t need to attend every single one in your industry, but select a few key events and really focus on your personal interactions. You may be a sales person for your organization, so of course one of your goals might be generating sales leads, but don’t make the mistake of ignoring your other goal – selling YOU.

Focus on real world interaction with people. Have the kind of conversations that will make people remember you, not run the other direction because you are hounding them. Be genuine. Be thoughtful. Find ways you can help people as much as they can help you. These tenets may seem natural to some, foreign to others, but in any case, they will go a long way in building your brand.

In Short
Create this simple litmus test: Is what I am doing improving my brand, both online and off-line?

Remember: Networking is not about collecting as many business cards as you can. It’s about quality over quantity.

I recently attended a conference and during the networking portion I was approached by a gentleman who quite frankly told me that his boss told him to attend the conference and hand out his business cards. He then offered me his business card and walked away.

Obviously, his business card was immediately circular filed the same way I file random online invites when I receive them. Do yourself a favor – don’t be that person.

Scott Lahde is a 15-year veteran of the communications industry and is Vice President, Associate Director of Corporate Communications at Deutsch Inc., a $2.5 billion top-ten, bi-coastal communications agency.


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