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Social Media for Social Good :: Your Nonprofit Tech Checklist

February 8, 2012

At the end of the Social Media for Social Good: A How-To Guide for Nonprofits is a nine-page “Nonprofit Tech Checklist” which I have copied and pasted below. Each item on the list is discussed in the book and some items won’t make sense unless you have read the book, but most will. I hope you find it useful. That was my number one priority when writing the book… to create a comprehensive, useful social and mobile media how-to guide for nonprofits. Oh, and the book tour thus far has raised more than $14,000 for nonprofits. The IRS is still trying to wrap it’s head around that one… a book tour fundraiser. 🙂



Getting Started: Organization and Planning

  • Subscribe to, like, and follow large organizations with a mission that is similar to yours.
  • Subscribe to social media and mobile technology blogs.
  • Define your goals and objectives.
  • Get the necessary training (HTML, digital photography, video, social media, and mobile technology).
  • Create a master login sheet.
  • Define metrics of measurement and create a social media ROI spreadsheet.
  • Create a Google account.
  • Sign up for Google Alerts.
  • Experiment with social media dashboards.
  • Write social media and mobile technology policies.
  • Hire a graphic designer to design a square avatar(s).
  • Purchase a smartphone and/or tablet.
  • Purchase a digital camera.
  • Purchase a pocket camcorder.
  • Create an e-mail signature that includes your website, blog, and social networking links.


Web 1.0 :: The Broadcast Web

1) Website

  • Purchase .org domain name for website and e-mail addresses.
  • Purchase website hosting package.
  • Select a website vendor.
  • Write content and secure photos for website pages.
  • Hire a graphic designer to prepare website banner(s) and custom graphics.
  • Add e-newsletter and text alert subscribe functionality.
  • Add “Donate Now” button to your home page.
  • Add social networking icons.

2) e-Newsletter

  • Select an e-newsletter vendor.
  • Design an e-newsletter template.
  • Add e-newsletter subscribe functionality to your blog.
  • Add e-newsletter subscribe functionality to your social networking communities.
  • Add e-newsletter subscribe functionality to your mobile website.
  • Add a website, blog, and social networking pitch to your “Thank You for Subscribing” e-mail.
  • Add a website, blog, and social networking pitch to your “Thank You for Subscribing” landing page.

3) “Donate Now” Fundraising

  • Select a donate now vendor.
  • Create a “Donate Now” landing page with your nonprofit’s branding inside of your website.
  • Add charity ratings graphics to your “Donate Now” landing page, if applicable.
  • Add a “Donate Now” button to every page of your website.
  • Add a social networking pitch to your “Thanks for Your Donation” landing page.
  • Add a video or slideshow to your “Thank You” landing page, if applicable.
  • Add a social networking pitch to your “Thanks for your Donation” e-mail.
  • Launch a sustainer program, if applicable.
  • Launch a gift donation program, if applicable.
  • Launch a peer-to-peer fund-raising campaign, if applicable.


Web 2.0 :: The Social Web

1) Facebook

  • Create a Facebook Page.
  • Design custom tabs.
  • Find your Facebook voice.
  • Find and monitor your Facebook Community Page, if applicable.
  • Claim your Facebook Places Page, if applicable.

2) Twitter

  • Create a Twitter Profile.
  • Design a custom background.
  • Find your Twitter voice.
  • Create Twitter lists.
  • Create an account on Bitly.
  • Create an account on Twtpoll.com.
  • Create an account on TwitPic (or yfrog).
  • Create an account on TwitVid (or yfrog).
  • Create a Twibbon for your nonprofit.
  • Experiment with HootSuite (or TweetDeck).
  • Experiment with Twitter social good apps and portals.
  • Launch a Twitter fundraising campaign, if applicable.

3) YouTube

  • Create a YouTube Channel/Google Account.
  • Design your YouTube Channel.
  • Create and upload videos.
  • Subscribe to funders and partners.
  • Friend local media and supporters.
  • Create an Animoto Account and apply to Animoto for a Cause.
  • Apply to the YouTube Nonprofit Program.
  • Design a custom banner, sidebar column image, and video page banner, if applicable.
  • Create a “Thank You” video, if applicable.
  • Add Google Checkout button, if applicable.

4) Flickr

  • Create a Flickr account.
  • Upgrade to Flickr Pro.
  • Create and organize photos into collections and sets.
  • Format collections and sets.
  • Set up Flickr Profile.
  • Add funders and partners as contacts.
  • Join and participate in groups.
  • Create galleries.
  • Create a “Thank You” slideshow, if applicable.

5) LinkedIn 

  • Create and complete your personal profile.
  • Reserve your LinkedIn Public Profile URL.
  • Make connections.
  • Give recommendations.
  • Join and participate in LinkedIn Groups.
  • Experiment with LinkedIn Answers.
  • Create and set up a group for your nonprofit, if applicable
  • Publish group rules.
  • Set up group templates.
  • Claim and set up your nonprofit’s LinkedIn Company Page.

7) Blogging

  • Select a blogging platform.
  • Design your blog and upload a banner.
  • Add e-newsletter and text alert subscribe functionality.
  • Add “Donate Now” button.
  • Add social networking icons.
  • Write content and secure photos for blog pages.
  • Add “Share” functionality.
  • Add search functionality.


Web 3.0 :: The Mobile Web

1) Mobile Social Networking

  • Download Facebook app.
  • Download Twitter app.
  • Download Foursquare, Gowalla, Yelp, Google Latitude, Loopt, and other location-based community apps.
  • Select mobile photo-sharing app and download.
  • Select mobile video-sharing app and download.
  • Download USTREAM (or Livestream) app.
  • Select a mobile browser and download.
  • Select a mobile payment app and download.
  • Select a group texting app and download.
  • Download a QR code reader app.
  • Download Google app.

2) Location-Based Communities (if Applicable)

  • Check in on Facebook Places/Location.
  • Claim your Facebook Places Page.
  • Create a Foursquare personal profile and check in.
  • Claim your Foursquare Venue Page.
  • Create a Foursquare Business Page, if applicable.
  • Create a Gowalla personal profile and check in.
  • Claim your Gowalla Spot Page.
  • Create a Google Places account.
  • Check in to Google Latitude.
  • Check in to Loopt.
  • Unlock your Yelp Business Page.
  • Launch a “Check In for Good” campaign, if applicable.
  • Create a 6- × 6-inch hard copy of your nonprofit’s avatar for photo check ins, if applicable.

3) Mobile Website

  • Select a mobile CMS.
  • Write content and secure photos for mobile pages, or import via RSS.
  • Design and upload a banner.
  • Create a “Donate Now” and/or “Text-to-Give Now” landing page.
  • Add e-newsletter and text alert subscribe functionality.
  • Add social networking icons.
  • Set mobile website to m.domainname.org or .mobi URL.
  • Experiment with QR codes.
  • Create a QR code campaign.

4) Group Texting

  • Select a group texting vendor.
  • Create text-to-subscribe graphic.
  • Add text-to-subscribe pitch to desktop website, blog, and print materials.
  • Add text-to-subscribe graphic to mobile website.
  • Promote text message campaigns on social networking and location-based communities.
  • Create a Bitly account to track mobile click-throughs, if applicable.

5) “Text-to-Give Now” Fundraising

  • Select a text-to-give vendor.
  • Create five text-to-give images.
  • Add text-to-give pitch to your desktop website, blog, and print materials.
  • Add text-to-give pitch to your mobile website.
  • Add text-to-subscribe pitch to your smartphone and tablet apps.
  • Add text-to-give pitch to your smartphone and tablet apps.
  • Upload text-to-give images to Facebook and TwitPic.
  • Take photos of your text-to-give images with your smartphone for mobile social networking.

6) Smartphones Apps (if Applicable)

  • Select a do-it-yourself app vendor or hire a developer.
  • Submit your app to app stores for approval.
  • Create a “Download Now” graphic for your e-newsletter, blog, and print materials.
  • Create a “Download Now” landing page on your desktop and mobile websites.

Related Links:
Social Media for Social Good: A How-To Guide for Nonprofits
Social Media and Mobile Technology Webinars for Nonprofits

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32 Comments leave one →
  1. February 9, 2012 12:47 am

    Great post, very useful

  2. February 9, 2012 6:16 am

    This does have some useful reminders. I confess I don’t have even half of these things, but I’m still experimenting (as we all are, I guess!).

  3. February 10, 2012 2:26 pm

    So helpful. Thank you! Already going through the list to see what we’re doing and what we still need to do…

  4. February 12, 2012 11:36 am

    Great checklist. I will have to use it for ProjectHood.org !

  5. February 12, 2012 7:39 pm

    I wouldn’t enage everything on this list straight away but otherwise a good comprehensive list here and some of them are very useful reminders.

  6. February 13, 2012 11:34 am

    An excellent and comprehensive list for a NFP organisation! One important point is on-going maintenance and updates. For larger organisations with staff this could be allocated internally however for most NFP small organisations run by volunteers these will need to be handled by a volunteer who is dedicated to their cause and is fully comfortable with online web and social media updating.

  7. February 14, 2012 3:29 am

    Great wish list but the reality as many of us realise is that as the wearer of many NFP hats – the NFP Communications Manager needs to attack this list as well as the many many day to day conventional marketing media and PR action lists. Great gig to *just* be webby/content manager!

    ^NR

  8. February 14, 2012 3:31 am

    Great online strategy – to-do list for NFPs.

  9. February 14, 2012 5:34 am

    It IS a great list! I agree with Alex though…don’t feel you have to do everything on this list right away. Pick the places you can join in the social media conversation with the capacity you have. AND invite your community to help you engage others and/or assist you as your organization takes on surfing using your social media surf board. 🙂

  10. February 16, 2012 12:40 pm

    Reblogged this on jmcolwill.

  11. February 20, 2012 2:41 pm

    I Tweeted/Facebooked/LinkedIn(ed) and blogged this one. Really good article.

  12. March 7, 2012 6:06 pm

    Great list! One to grow on, for sure.
    -bb

  13. March 10, 2012 4:55 pm

    Do you consider .npo next on the to do list?

    • nonprofitorgs permalink
      March 19, 2012 4:21 am

      I think it is .ngo that is coming and I’d suggest buying it, but only those that regularly call themselves a “NGO” using it.

  14. atlantapetpartners permalink
    April 17, 2012 5:37 pm

    I love the list but my mind is still trying to figure it out. I will start using them. We sure could use the help for our non-profit organization. Thanks!

  15. May 15, 2012 1:38 pm

    Very helpfull list. Do you have any more info one the donate now landing page?

    • nonprofitorgs permalink
      May 17, 2012 5:44 am

      In the book. 🙂

  16. James R. Wirshing permalink
    June 6, 2012 8:48 pm

    Thanks for posting this, Heather. I’m anxious to get my own copy of your book, as well as to share this with a charity that I’m passionate about.

  17. October 31, 2012 12:06 pm

    Great list! Thanks for posting this to accompany the Kindle edition.

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