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Part of Nonprofit social media: choosing channels and a cadence

How to vet nonprofit social media case studies before you cite them

How to vet nonprofit social media case studies: name the campaign, check the method, disclose ties, and test one claim locally before you repeat it.

What to take away

  • Classify the claim before you weigh the result. Provider copy, a customer testimonial, an organization's own published total and an independent study are four different things.
  • Write your inclusion criteria before you open any case, so a vendor cannot hand you the shortlist.
  • Five campaigns are worth citing by nameMovember, charity: water, the ALS Ice Bucket Challenge, Team Rubicon and the Humane Society of the United States.
  • Reproduce one material claim on your own list, then record the rate and the denominator.
  • Disclose payment, free access and placement beside the case, following FTC guidance on reviews and incentives.

Set your inclusion criteria before you look

Write these fields down first. Then record what each case leaves out.

Set your inclusion criteria

  • Named organization and named campaign
  • Stated period and stated channel
  • A result the organization published itself, with a denominator
  • Claim type, plus any disclosed tie to a vendor or agency
  • Document title and publication date you can retrieve
  • Stop rulewhat would make you drop the case

[figure 1]

Inclusion criteria fields

  • Organization type
  • Campaign period
  • Channel
  • Budget band
  • Program outcome or platform metric
  • Record what is missing

A case with no denominator cannot give you a rate. A case with no comparison group cannot show what caused the change. The GAO evaluation design guide ties an evaluation question to the evidence it needs. Reach for it when a case claims causation from a before-and-after chart.

To judge whether a stated rate is plausible for a list your size, reading nonprofit social media benchmarks without fooling yourself sets out the ranges.

The five campaigns worth citing

CampaignChannelPeriodWhere the write-up sits
MovemberPeer-to-peer Mo Space pagesEach November since 2003Movember Foundation annual review; the split by challenge is not published
charity: waterBirthday campaign, supporter postsSeptember, annually since 2009charity: water September campaign page and project map
ALS Ice Bucket ChallengeFacebook video and participant postsSummer 2014ALS Association news release, August 2014, reporting about $115 million over eight weeks
Team RubiconRecruiting Greyshirt volunteersSince 2010Team Rubicon annual reports, which carry volunteer counts
Humane Society of the United StatesFacebook and Instagram videoThe Shelter Pet Project since 2009, with Maddie's Fund and the Ad CouncilHSUS campaign pages and annual report

Read each one for method, not for a number to copy. Movember suits a charity that already runs a peer-to-peer engine. charity: water states that public donations fund water projects while private donors cover overhead, which is an allocation claim rather than a social media result.

Team Rubicon recruits labor, so its unit is volunteer hours, not dollars. If staffing a monthly video series is your real constraint, tightening nonprofit social media output covers what to cut first.

Example: a provider claim beside a measured claim

Our toolkit lifted donations 40% for a health charity.

That is a provider claim. No organization, no period, no denominator, no name attached to the number.

By contrast, the ALS Association reported about $115 million in donations across eight weeks of summer 2014. The organization published that total itself, so it counts as a measured record. It still carries no comparison group, so it does not show what would have happened without the challenge.

[figure 2]

Four kinds of claim

Provider claim

What it is
Marketing copy
Keep it
Separate column
Weak cases
Blurred

Customer statement

What it is
Testimonial
Keep it
Separate column
Weak cases
Blurred

Measured record

What it is
Data with method
Keep it
Separate column
Weak cases
Blurred

Independent finding

What it is
No stake in sale
Keep it
Separate column
Weak cases
Blurred

Attribute a measured total to whoever published it. Then say what the number cannot show.

Run the replication test on your own list

Run the replication test

  1. Pick one material claim. Write the population, the period and the metric before you start.
  2. Define the metric as a rate, and record the denominator.
  3. Split one segment of your list into a test group and a holdout, and leave everything else alone.
  4. Note one normal path and one failure path, plus the inputs and versions you used.
  5. Set a stop rule and a next review date.

The A/B testing article explains random assignment and why the holdout carries the argument. The numbers below are illustrative, not a published result.

Send one thank-you video to 4,000 past donors and hold back 2,000. If 240 of the video group give again and 100 of the holdout do, the rates are 6.0% and 5.0%.

One point on a 2,000 person base is a lead for a second round, not a finding. For worked examples of this standard applied to acquisition campaigns, see lessons from real campaigns.

The review record

FieldWhat you recordTrigger to escalate
Case identityOrganization, campaign, period, channel, document dateNo date or no named author
Claim typeProvider, customer, measured or independentTwo types blurred into one sentence
MethodInputs, observations, unresolved limitsNo denominator
OutcomeRate, denominator, cost per resultA total quoted as a rate
SafeguardPermission record, correction ownerBeneficiary story published without permission

Keep one row per case, and date every entry. If a claim fails your test, write that down and move on. A failed replication still tells you something about your own list.

Common questions

What is the first decision when you open a case study file?
Name the owner, the audience, the outcome you want to move, and the evidence that would stop the work. The rest follows.
How many claims should I test before recommending a case?
One material claim is enough for a first pass.
What should a team avoid?
Do not publish beneficiary stories without suitable permission. If an error reaches a public output, keep the record and correct it where it appeared.
Where do channel mechanics belong?
Posting cadence, format and audience questions sit with the nonprofit social media questions worth asking before anything else, not inside a case file.

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