Emerging Trends and Today's Best Practices for Nonprofit Engagement

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This slide deck is the property of StratusLIVE, LLC.

© 2014 StratusLIVE. All rights reserved.1

Today’s Best Practices forNonprofit Engagement

Emerging Trends:

StratusLIVE is a registered Trademark of StratusLIVE, LLC. This slide deck is the property of StratusLIVE, LLC. © 2014 StratusLIVE. All rights reserved.2

Introductions

John McIlquhamPresident & PublisherThe Nonprofit Times

Host

Jim FunariCo-founder & CEOStratusLIVE

Speakers

Chris JohnsonDirector of MarketingStratusLIVE


Agenda

Today:

> Discover emerging trends in the digital, mobile, social, omni channel world

> Identify new opportunities to strengthen full constituent lifecycle management

> Develop fundraising and marketing strategies to reach organizational goals

> Q&A





Emerging Trends:

StratusLIVE is a registered Trademark of StratusLIVE, LLC. This slide deck is the property of StratusLIVE, LLC. © 2014 StratusLIVE. All rights reserved.5A

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Your Constituents Are Everywhere

Sources: http://www.themillennialimpact.com/research-2012 | http://ipod.about.com/od/iphonesoftwareterms/qt/apps-in-app-store.htm http://techcrunch.com/2014/06/02/itunes-app-store-now-has-1-2-million-apps-has-seen-75-billion-downloads-to-date

http://expandedramblings.com/index.php/resource-how-many-people-use-the-top-social-media

Se

arc

h

So

cia

l N

etw

ork

s

1.32B 540M 271M 187M 200M 53M

Personal & Cross Cultural

Technical & Less Cluttered

Quick & Personal

Professional & Educational

Mobile & Visual

Personal Interest

12B 3.5B 1.4M 1.2M

Monthly Active Users

Monthly Searches Total Available Apps


Your Constituents Are Mobile

http://www.businessinsider.com/local-mobile-makes-big-data-real-2013-10


The Digital Data Explosion

The International Data Corporation estimates that the world's information now doubles about every year and a half.

• More than 204 million email messages

• Over 2 million Google search queries

• 684,000 pieces of content shared on Facebook

• More than 100,000 tweets

Every 60 seconds of every day:

Source: http://www.webopedia.com/quick_ref/just-how-much-data-is-out-there.html


Omni Channel Is Here

Source: http://www.cds-global.com/blog/an-omni-channel-fundraising-approach

Constituents are already Omni Channel> Simultaneous channels> Seamless brand experience> Consistent messaging and interactions


Business Intelligence Is A Top Priority

Source: http://www.gartnerinfo.com/ea16/EA2014Profile.pdf

Technology Executives are investing in BI and Analytics


Emerging Trends Summary

Next up: BEST PRACTICES

• Your constituents are everywhere• Your constituents are mobile• Digital data explosion• Omni channel is here• Business Intelligence is a top priority





Best Practices:


About Best Practices…

Re-evaluate best practices regularly to create an agile learning culture

Strategy:

Tactics:> Align & revise where needed> celebrate continual improvement> make room for mistakes> reduce resistance to change


70% of respondents cite the need to improve collaboration as the number one goal for increased productivity.

Best Practice: Tear Down Silos

http://www.ventanaresearch.com/ngwm

Tear down silos that hinder collaboration

Strategy:

Tactics:

> Foster teamwork> Promote information sharing> Eliminate disconnected processes> Utilize collaborative technology solutions

70%

Next Generation WorkforceManagement Research:


Best Practice: Stop Using Point Solutions

Each Additional Point SolutionUsually Adds:

Focus on comprehensive solutions

Strategy:

Tactics:

> Source solutions which solve multiple problems

> Consider total cost of ownership> Insist on consolidated solutions

Cost Delay

Risk Errors


The Commercial Platform Difference:

> $10B Research and Development

> Over 40,000 Organizations Worldwide

> Over 4 Million Users

> Native Integration across features

> Native Integration to Outlook & Office

> Large ecosystem of apps, developers, and educational materials

Best Practice: Leverage a Commercial Platform

Strategy:

Tactics:

Adopt a single comprehensive commercial platform to serve all stakeholders

> Solve more than one problem at a time> Avoid vendors who build their own proprietary platforms> Eliminate disconnected point solutions

Nonprofit CRM: The Constituent Centric Technology Platform

http://www.stratuslive.com/download-form/StratusLIVE-CRM-White-Paper


Improved efficiency

61%

Better Integration

10%

More Features

15%

Other14%

Top Reasons for EvaluatingNew Nonprofit Software

Best Practice: Streamline and Simplify

Strategy:

Tactics:

Streamline & simplify to create an agile, effective organization

> Encourage staff input> Replace outdated processes> Automate wherever possible> Focus on higher-value activities

Source: http://www.softwareadvice.com/nonprofit/buyerview/report-2014


Best Practice: Prioritize Content Marketing

Strategy:

Tactics:

Learn and prioritize content marketing as a discipline

> Tell a story to demonstrate impact> Create and distribute original, high-value

content> Rethink your marketing spend> Train and Hire Marketing Technologists> Listen to Digital Natives

In the mobile, social, omni channel world, keeping donors engaged is harder than ever. Make sure people are informed & engaged with your brand so the ask has a better chance for success

Source: http://www.slideshare.net/CMI/2014-nonprofit-cintent-marketing-research-benchmarks-budgets-and-trendsnorth-america

25%“Have Documented

Strategy”

42%“Apply Resources

or Time”

92%“PrioritizeContent Marketing”


86 % 85 % 84 %

71 % 68 %

56 %51 %

47 %

33 %

0

10

20

30

40

50

60

70

80

90

100

Best Practice: Align Content Delivery Channels

Top 10 Content Marketing Channels for Nonprofits

Strategy:

Tactics:

Ensure content and channels align to your donors

Source: http://contentmarketinginstitute.com/2013/11/nonprofit-2014-content-marketing-research

> Reach donors where they are> Match content medium to

preferred channel> Build once, deliver everywhere> Use content to position the

“ask”


Best Practice: Enhance Engagement Strategies

Cause Concepts & Interest AlignmentAcquisition, Lift, RetentionLifetime value

Non-financial interactions & participationsReferrals & influenceInteraction trend analysisPredictive Analytics

Strategy:

Tactics:

Align People, Processes, and Technology with a single purpose: Building Healthy Relationships

> Maintain Fundamentals> Capture, Track, and Measure

Engagement Health Indicators> Automate and use system self

learning> Insist on real-time analysis

TraditionalFundraising

Measurements

EngagementIndicators

Maximized Fundraising & Operational Performance


Best Practice: Go Beyond RFM to Lifecycle Management

Strategy:

Tactics:

Expand on traditional fundraising models to increase performance

> Maintain Fundamentals> Consider non-financial data> Build scoring systems and

automated alerts> Monitor engagement trends and

touch points over time


Best Practice: Use Data for Better Decision-Making

Strategy:

Tactics:

> Adopt business intelligence technology> Establish data capture mechanisms> Combine, analyze, and test for

predictive outcome management> Leverage data enrichment sources

Implement a Data Driven Decision Making Framework

http://www.bain.com/publications/articles/big_data_the_organizational_challenge.aspx


Best Practice: Develop Instruments to Guide Performance

• Engagement Index• Capacity Analysis• Churn Management• Influencer Development• Cultivation & Moves Management• Campaign Performance

Strategy:

Tactics:

Develop key indicators and master dashboards to guide organizational performance

> Establish Performance Indicators> Capture, Track, and Measure> Automate and use system self learning> Insist on real-time analysis


Best Practice: Cultivate Integrated Roles

http://marketingland.com/marketing-technologists-are-the-secret-weapon-of-conversion-optimization-66888

http://www.socialmediatoday.com/content/how-transform-yourself-marketing-technologist

Strategy:

Tactics:

Cultivate marketing technologists to leverage emerging trends

> Hire for culture, train for specific skillsets> Emphasize the value of tech competencies> Encourage personal knowledge development

The explosion of digital data is paving the way for a new breed of marketer: The Marketing Technologist

> Digital native> Active on social media> Enjoy problem solving> Collaborate with others> Artfully blend creative & technical> Understand analytics and ROI

Analytical

CreativeTechnical

http://marketingland.com/marketing-technologists-are-the-secret-weapon-of-conversion-optimization-66888

http://www.socialmediatoday.com/content/how-transform-yourself-marketing-technologist


Best Practices Summary

Next up: Q & A

Tear Down SilosStop Using Point SolutionsLeverage a Commercial PlatformStreamline & SimplifyPrioritize Content MarketingAlign Content Delivery

Enhance Engagement StrategiesGo beyond RFMUse Data for Decision MakingDevelop Instruments to Guide PerformanceCultivate Integrated Roles & Skillsets




Q & A:


Thanks for Attending

Chris [email protected]

757-273-6324

www.stratuslive.com

Emerging Trends and Today's Best Practices for Nonprofit Engagement

Technology

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