Your Virtual Seat Awaits:
Key Takeaways from Planning and Executing a Virtual Convening
By Kari Dunn Saratovsky October 6, 2011
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Your Virtual Seat Awaits:
Key Takeaways from Planning and Executing a Virtual Convening
About the Millennial Donor Summit& Convening Partners 3Introduction 4Visualizing the Virtual Venue 6Online vs. Offline: Preparing for the Big Day 8The Date is Set, but Who’sGonna Show Up? 10Keep It Social 11Preparing Your Speakers: Test
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Test
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Can You Hear Me? 13Preparing Your Participants:Hello
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Is Anyone There? 14The Cost: Perception and Reality 15Final Takeaway: Making a VirtualConference Pop 16Table of Contents
From top: Stephanie Vidikan participates in the virtualconference; the “auditorium” of the Millennial Donor Summit; Barbara Bush presents on the Global HealthCorps; Jean Case interviews with Raymund Flandez
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Your Virtual Seat Awaits:
Key Takeaways from Planning and Executing a Virtual Convening
ABOUT THE MILLENNIAL DONORSUMMIT
On June 22, 2011, the Case Foundation, Achieve andJohnson Grossnickle and Associates (JGA) convened aday-long virtual summit highlighting the latest trends ingiving and engagement by the Millennial Generation.The Summit was an opportunity to bring together CEOsand executives across sectors for a cross-generationaldialogue about how organizations can work better withthe next generation of volunteers and donors.The virtual convening was an effort to broaden thedialogue around Achieve and JGA’s second annualMillennial Donor Survey (www.millennialdonors.com),anationwide study focused on the engagement and givinghabits as well as preferences of Millennials. Through theunique format, participants were able to attend anywherethey had online access and watch presentations live or come back later to catch ones they may have missed.By the end of the one-day convening, more than 1,000people representing 100 organizations across thecountry had participated in the Summit.The following report explores some of the biggesttakeaways and lessons learned from running a virtualsummit from the perspective of the organizers. It ismeant to be a resource and learning tool for those whomay be interested in experimenting with newapproaches to traditional conferences.
CONVENING PARTNERS
The Case Foundation
, created bySteve and Jean Case in 1997, investsin people and ideas that can changethe world, with the ultimate goal of making giving back a part of everyday life. We createand support initiatives that that leverage newtechnologies and entrepreneurial approaches to driveinnovation in the social sector and encourage individualsto get involved with the communities and causes theycare about.www.casefoundation.org
Achieve
is a consulting firm thatprovides expert guidance and deliversstrategies to strengthen donor relationships and increase fundraising performance.Achieve works with nonprofit organizations on millennialengagement, donor acquisition campaigns and multi-channel fundraising programs.www.achieveguidance.com
Johnson, Grossnickle andAssociates (JGA)
has beenproviding authentic, strategic philanthropic consultingservices to non-profit clients since 1994. JGA’s team of senior consultants offers client-focused, highlycustomized philanthropic consulting services to privatecolleges, independent schools and large cultural andcommunity organizations. JGA specializes in capitalcampaign counsel, feasibility studies, philanthropicassessments and development audits.www.jgacounsel.com
About the Millennial Donor Summit & Convening Partners
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