8 week workplan - sacregcf.org big dog 8 week workpla… · week 5: soft marketing. week 2: heavy...
TRANSCRIPT
8 WEEK WORKPLAN
Thank You Bootcamp Partners!
AGENDA
Overview - TimelineBest PracticesSocial mediaBoard engagementDonor engagementCommunication toolsGoal setting
8 Week ChecklistsGlobal Marketing Prize ChallengesQ & A
Overview - Timeline
OVERVIEW
PreparationPlanningStaffingToolsImplementationTiming
OVERVIEW - TIMELINE
March April May
Week 8 Week 7 Week 6 Week 5 Week 4 Week 3 Week 2 Week 1 BDog Post
9th –13th
16th –20th
23rd –27th
Mar 30 –April 3 6th – 10th 13th –
17th20th –24th
27 –May 1 5th 6th +
Plan TeasePrep for Soft Launch
Soft MkgLaunch
Cont.soft mkg
Prep for 2-week blitz
Blitz begins
Cont.heavy mkg
Go, go go!
Thank yous
Week 5: soft marketingWeek 2: heavy marketing
Best Practice #1 Social Media
Best Practice #1 Social Media
1. What social media platforms will you use?2. What are the key messages you will convey
on these platforms?3. Which social media challenges will you
attempt to win?4. Do you have a staffing plan? Who will run
your social media campaign before, during and after?
5. What tools/resources do you need to implement this practice
Best Practice #1 Social Media
1. What social media platforms will you use?FacebookTwitter InstagramLinkedInVinePinterestYouTube
#1 REFERRAL SOURCE61% OF REFERRALS TO THE GIVING SITE WERE FROM SOCIAL MEDIA (FACEBOOK & TWITTER)
Best Practice #1 Social Media
2. What are the key messages you will convey on these platforms?FunUse photos and videosTell a story of impactTalk about the solution, not the problem!
Best Practice #1 Social Media
Best Practice #1 Social Media
Best Practice #1 Social Media
3. Which social media challenges will you attempt to win?
Tripod, “L” bracket for handheld, LED light, external microphone = $108 Video
Best Practice #1 Social Media
Build your audience - Facebook makes it easy!
Best Practice #1 Social Media
Build your audience – TwitterFollow to be followedRetweetParticipate in Twitter ChatsUse popular (relevant) hashtagsTagging
#BIGDoG2015
Best Practice #1 Social Media
4. Do you have a staffing plan? Who will run your social media campaign before, during and after? Staff, volunteers, interns, your niece or nephew
5. What tools/resources do you need to implement this practice Internet connect, a laptop, a warm body, time
Best Practice #2 Board Engagement
TOOLS: 8 WEEK WORKPLAN
Board Engagement Questions…What will be your goal for board giving
(100%, increase from last year?)What prize challenges will you and your
board work on together?What donor engagement strategies will
your board employ?What social media activity will you ask
of your board?What other communication/marketing
activities will your board engage in?What other tasks or strategies will you
ask your board to participate in?
Start Thinking…
Best Practices for Successful Board
Engagement
BEST PRACTICES
The Board’s Role in …
Readiness & OutreachGiving & AskingThanking & Stewarding
A TEAM EFFORT
LEVERAGING YOUR NETWORK
Staff & Leadership
Existing Supporters
Volunteers
Prospective Supporters
Board Members
SETTING THE EXAMPLE
100% Board giving … and on May 5th
Set a goal of dollars and numbers of peopleoYour networkoThe organization’s database
The IDP – Individual Development PlanCreative engagement of your network
BUILDING RELATIONSHIPS
Social media shout-outs day ofBoard member thank you within 48 hoursQuarterly engagement thereafterUtilize a variety of methodsoEmailoPhoneoProfessional settings
Along with the "thank you" we also sent any
new donors for the day a full-color report on our programs, and followed up several months later with an appeal letter. Every
one of those new donors form the Big DOG has donated
again.
Best Practices #3 & #4 Donor Engagement
Best Practice #3 Donor Engagement
1. How will you engage your current donor base?
2. How will you thank your donors DURING May 5th?
3. What is your plan to thank your donors AFTER May 5th?
4. How will you engage new donors?5. Who are your current audiences?
Best Practice #4 Donor Engagement
Know Your Audience
1. Who do you want to target? (prioritize them)2. How do you find them?3. Your message: How is the world different
because you exist? What stories of impact can you share?
4. What tools/resources do you need to prepare and implement this practice?
Donor Engagement
Pre-BDOG Engagement Follow up with donors from last year NOW, BEFORE BDOG
2015Work on telling your story in a short, clear, and effective
way. Put this messaging in all your marketing collateral around BDOG, including social media Send out Save the Dates and teasers about BDOG Direct each Board member to have an assigned task
before BDOG – phone calls to previous donors, forward email template and Save the Dates to their network prior to BDOG Put your post BDOG thank you plan in place BEFORE the
event
Best Practice #3 Donor Engagement
Donor Engagement
Day-Of Activities Keep it simple!!! Email, email, email – 60% of donors learned about
BDOG via email Social Media – Facebook / Twitter / Instagram Traditional Marketing – Phone calls. Host an eventMonitor Your Plan and post throughout 24-hr period Keep momentum & prevent burnout by engaging
your board and volunteers on the day of Focus your efforts on elements of BDOG and prizes
you will participate in. Don’t do everything!!!
Best Practice #3 Donor Engagement
Donor Engagement
Post BDOG Activities Say Thank You Immediately and Repeatedly Use the Data
oAssign someone to download and save your dataoAnalyze it and incorporate it into your database for
future outreach Create Year End Impact Report showing how donor
dollars have made a difference.Make a Cultivation Plan to “touch” your donors every
quarter and put it on your calendarDonor retention goes from 22% to 60% once a second
gift is received!
Best Practice #3 Donor Engagement
Best Practices #5 Goal Setting
Best Practice #5 Goal Setting
1. What is your financial goal for BIG DoG?2. What is your Donor Goal?3. What are your other goals? 4. How do you plan on measuring these goals?5. What tools/resources do you need for this
practice?
GOALS SETTING
$
New
#
$Firm
$=AVG ONLINE DONATION
DONORS
xTOTAL RAISED
ONLINE
Firm
New
New
New
=GRAND TOTAL RAISED ONLINE
HOW TO BOOST DONATIONS AND DONORS
Commitments- Start NOW with a list of 10-25 donors
• Call and talk with them• Ask them to share with their networks (give a specific #)
- Then generate a new # of committed donors
Year-over-year increase (for returning NPOs)- How much increase is reasonably expected?- 21% boost in avg donation (ADoG to BDoG)
On May 5th- Have an idea of what you will start out with on May 5th
- EXPECT to see that on the LEADERBOARD at Midnight or during the first hour of giving
GOALS SETTING: Factors to Consider
GOALS SETTING: BDoG MATH
$50 50 $2500=AVG ONLINE DONATION
# DONORS
xTOTAL RAISED
ONLINE
=GRAND TOTAL RAISED ONLINE
$50 75
AVG ONLINE DONATION
# DONORS
x $3750
50%
Y1
GOALS SETTING: Factors to Consider
GLOBAL MARKETING:
VISIBILITY TO BDOG
TARGETED MARKETING:
VISIBILITY TO YOU
LANDSLIDE:PRIZE
CHALLENGES
WE CAN DO IT!
Best Practices #6 Communication Tools
Best Practice #6 Communication Tools
1. What communication tools are you already using in your organization?Email, phone, meetings, mailers, newsletters, social media, website, events
2. What tools are you not currently using that you would like to incorporate into your campaign?
3. What current marketing collateral can you add a BIG DoG message to?
4. What tools/resources do you need for this practice?
8 Week Checklists
8 Week Checklists
WEEK EIGHT – MEET, PLAN, DISCUSSChecklist Set weekly meetings Complete workplan Design & print materials Decide on prize challenges Finalize donor email/contact lists Create outreach strategy for current
donors
WEEK SEVEN – TEASERS AND PREPARATIONSChecklist Nonprofit marketing toolkit Decide on communication tools outreach to local businesses Email signature Teasers & save the dates Board meetings
8 Week Checklists
WEEK SIX – PREPARING FOR YOUR SOFT MARKETING LAUNCHChecklist Social media campaign prep Events, will we have one? Bigdayofgiving.org training webinar NPO partnerships Create staffing plan
8 Week Checklists
8 Week Checklists
WEEK FIVE – SOFT MARKETING LAUNCHChecklist Mail printed materials Thank you plan Use GivingEdge! Check previous steps Implement donor outreach
8 Week Checklists
WEEK FOUR – CONTINUE SOFT MARKETINGChecklist Board assignments Invites to day-of events Meetings with donors (pre-commitments) Talk about your involvement Continue to implement plan
1/3 of donors heard about BDoGthrough word of mouth
8 Week Checklists
WEEK THREE – PREPARE FOR 2 WEEK HEAVY MARKETING BLITZChecklist Customize emails & schedule eblasts Finalize Social media scheduling/content Partnerships w/ biz & NPOs
Contact local media
8 Week Checklists
WEEK TWO – 2 WEEK HEAVY MARKETING BEGINS Checklist Saturate Amp up social media Change SM graphics to BDoG Begin sending emails phone calls to donors Flier businesses
Have a kickoff event “Smarter Giving Challenge” begins.
8 Week Checklists
WEEK ONE – HEAVY MARKETING CONTINUESChecklist Donor data link Continue saturation! Activate your board! Finalize plans day-of event, roles and staffing plan
Night before Have a party! Schedule SM posts before going to bed
MAY 5 – BIG DAY OF GIVINGChecklist Kick off midnight with a bang! Get on the leaderboard early! Pound the pavement Stay in contact w/ board all day Social media all day Check your donor link every hour
8 Week Checklists
POST - BIG DAY OF GIVING (day after and beyond)Checklist Get some rest! Implement donor thank you plans Thank everyone! (biz & npo partners too) Send an update to everyone on your results post-even thank you reception/event Attend “Report to the Community” celebration
event in July.
8 Week Checklists
“Global” Marketing
And now – for the inspiration! 24 Hours to Give Where Your Heart Is!Give to the nonprofits that make this the place we call home…If you LOVE living here, go to bigdayofgiving.org and put your money where your heart is!(Subliminal message – Show Your Regional Pride on May 5th!)
Key Messaging
Media tour is under way – prepare the way for major coverage on May 5th!Marketing - paid and pro-bono
oSac BeeoKVIE oCPRoClear ChanneloDirect MailoSpanish language mediaoCrossings TVoSocial MediaoAutomall
How?
Community Captains Celebrity Videos
Something New!
Prize Challenges
Prize Challenges
BIG Day of Giving incentive pool will be divided into two buckets. 1. Prize Challenges2. Pro-rated Incentive dollars
INCENTIVE POOL SPONSORS, in process
Point DoG: Sacramento Region Community Foundation, Wells Fargo Bank, Lynne Cannady
Endurance DoG: Barry and Lynda Keller
Sled DoG: Sacramento Metropolitan Arts Commission (SMAC), Roseville Auto Mall, Susan and James McClatchy Family Fund
Team DoG: Elfrena Foord, SMAC, Sierra Health Foundation, Earl Family Fund, Placer CF, Yolo CF
Other Sponsors: Linda Bradenburder, Aerojet Rocketdyne, Jean Runyon Fund for the Arts, Ken and Lynn Hall
Prize Challenges
89 challenges$124,250 up for grabs!Four categoriesTime challengesSocial Media challengesBoard challengesDonor challengesGrand prize & other challenges
Placer, Yolo and Sac Arts too!
Prize Challenges
Don’t go for all of them Build a strategy to winUse your board!
Determine which prizes to go after and let donors know!
Prize Challenges
Small Organizations Under $250,000
Medium Organizations $250,000 - $1 million
Large Organizations $1 million and above
Size is determined by revenues. Figures are taken from most recent financial reports
submitted with your GivingEdge profile.
New This Year! Challenges by ORG size
Prize Challenges
Time Challenges Description Prize
Blast Off Challenge!
Nonprofit who receives the first donation $5,000
Landing Challenge
Nonprofit who receives the last donation $5,000
Night Owl Challenge
Nonprofit who receives the most $ donations between the hours of 12:00 AM and
6:00 AM
$2,500
Prize Challenges
Time Challenges Description Prize
BIG DoG Hour Money Boosters!
Each hour of the 24 hours, an award will be given to the
nonprofit that raises the most money. 24 chances to boost
your winnings!
$1,000
BIG DoG Hour Donor Boosters
Each hour of the 24 hours, an award will be given to the nonprofit that has the most
number of unique donors within that hour. 24 more chances to
boost your winnings!
$1,000
Social Media Challenges Description Prize
BIG DoGVideo
Challenge
Share a video (15 seconds max) on Facebook (org page)
or Twitter that demonstrates your mission! Must use the
hashtags #BIGDoG2015 and #GLNVideo and post on May
5th. A committee* will determine winners the
following day. One award will be given for each organization
size (small, med, large).
$750
Prize Challenges
Social Media Challenges Description Prize
“I Give Local Now” Video Challenge
A 15 second (max) video from a donor or board member that starts with the phrase: "I give local now to <XYZ nonprofit> because…" and shared on
Facebook or Twitter with the hashtags #BIGDoG2015 and #GLN
on May 5th. A committee* will determine winners the following day One award will be given for
each organization size (small, med, large)
$750
Prize Challenges
Prize Challenges
Social Media Challenges Description Prize
Donor Thank You Video Challenge
A 15 second (max) video to thank your donors. Must be shared on Facebook and/or
Twitter on May 5th with the hashtags #BIGDoG2015 and #GLNDonor. A committee* will determine winners the
following day. One award will be given for each
organization size (small, med, large)
$750
Prize Challenges
Social Media Challenges Description Prize
BIGDoGMeme
Challenge
Memes must be posted to Facebook or Twitter with
the hashtags BIGDoG2015 and #GLNMeme on May
5th. A committee* will determine winners the
following day. One award will be given for each
organization size (small, med, large)
$500
Prize Challenges
Donor Challenges Description Prize
BIG DoG Donor Challenge
Nonprofit who receives the most donors* overall. One
award will be given for each organization size
(small, med, large).
$5,000
New Donor Challenge
Nonprofit that receives the most new donors*. One
award will be given for each organization size
(small, med, large).
$500
* A donor is defined as one gift from one donor. Donors that give more than one donation to your organization will only be counted once.
Prize Challenges
Donor Challenges Description Prize
Increase Your Donors
Challenge
Nonprofit with the highest % increase in donors* compared to
their 2014 BIGDoG results (for returning
organizations only). One award will be given for each organization size
(small, med, large).
$500
* A donor is defined as one gift from one donor. Donors that give more than one donation to your organization will only be counted once.
Prize Challenges
Board Challenges Description Prize
100% Board Giving
Challenge
Get every member of your board to make a donation and you’ll receive an entry
into a drawing to win. Entries must include a list of your
board members and emailed to [email protected] no
later than 12Noon on May 5th. Winner will be drawn and
announced at the Halftime Celebration in Sacramento.
(award contingent on verification)
$3,000
Prize Challenges
Board Challenges Description Prize
Fetch! Board Challenge
Have a board member attend any of the three official BIGDoG events
in the region (Sacramento, Placer, Yolo) and receive an entry into a drawing.
One entry per nonprofit, per event for a
maximum of three entries
$1,500
Prize Challenges
Grand Prize & Other Challenges Description Prize
Leaderboard Grand Prize
Nonprofit that raises the most $ donations. One award will be given for each organization size (small, med, large).
$5,000
Million Dollar Baby Challenge
Nonprofit that receives the donation that gets us to each of these 5 milestones ($1Mil, $2Mil, $3Mil, $4Mil, $5M). Prize amounts will vary for each milestone.
$500, $1,000, $1,500, $2,000,$2,500
Prize Challenges
Grand Prize & Other Challenges
Description Prize
Golden Ticket Donation
Challenge
Nonprofit that receives the donation that gets us to each of these 5 donation milestones (5K donations, 10k donations, 15k donations, 20k donations, 25k donations) Prize amounts will vary for each milestone.
$500,$1,000 $1,500 $2,000 $2,500
Prize Challenges
Grand Prize & Other Challenges
Description Prize
Smarter Giving Challenge (new)
Nonprofit that receives the most unique visits to their GivingEdge profile between April 20 – May 5
$1,500
Smarter Giving Challenge (returning)
Nonprofit that receives the most unique visits to their GivingEdge profile between April 20 – May 5
$1,500
Marketing Toolkit
Toolkit
Bigdayofgiving.org/#toolkits