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Creating a Social Media Policy

A good social media policy provides clear guidelines on what staff should do when posting and interacting with others

By: Ben Stuart and Andrea Berry

November 8, 2012

This article is courtesy of Idealware, which provides candid information to help nonprofits choose effective software. For more articles and reviews, go to

A good social media campaign or engagement strategy can help your organization fulfill its mission. There are many examples of nonprofits using these tools successfully for everything from fundraising and volunteer recruitment to building awareness on sites such as Facebook, Twitter, and LinkedIn. But there are also examples of organizations that have encountered pitfalls along the way to an effective social media presence.

How do you avoid such a fate? By developing a policy that provides guidelines for how and when to use social media, you can save staff time, improve the effectiveness of your efforts, and limit the risk of other potential problems before they arise.

What your policy covers will vary based on your particular needs, but the foundation is the same. Let’s look at the different components one at a time.

Defining Policy for Your Nonprofit or Charity

What should your social media policy say and do? That’s going to depend on your organization’s particular needs. For some nonprofits, a policy should spell out what staff can and cannot do on different social media channels by creating strategically defined roles governed by hard and fast rules. For others, a policy is a vision statement that guides staff and yet empowers them to make decisions for themselves.

Which is right for your organization will depend on whether your day-to-day work includes legal risks, privacy concerns, or other potentially risky situations. Do you have lawyers sign off on all policy documents? Do they take the lead in drafting policy? If not, informal guidelines — or something in-between — might be a better fit.

Before you write the plan, think about who is going to follow the policy and whether it fits into a larger plan, like an employee handbook. Existing policies could influence your guidelines for social media, so give some thought to whether they need to match with regard to style.

As an example of this, the International Federation of Red Cross and Red Crescent Societies, a global humanitarian organization, built its policy around its strengths — the volunteers who carry out the day-to-day work in the field. Many of those people have their own social media presences on Twitter or Facebook or blogs. The goal was to embrace the nature of volunteerism and empower people rather than restricting them. The organization could not guide what its volunteers said online, but it could ask them to think about what the organization would do and make suggestions.

Similarly, your social media policy is your opportunity to guide staff toward a better fit with your organization’s brand and values when crafting the organization's presence on social media. Some guidelines should be broad — for example, encouraging people to add value and be passionate about what they say — while others may more specific, like requiring staff to use a disclaimer distinguishing their own personal views from those of the organization.

Identifying and Incorporating Values

The process of developing a social media policy gives you the opportunity to reflect on and organize your external voice and communication values. Think of your social media presence as an interactive extension of your organization. It’s often the first and easiest way for stakeholders to learn about you and comment on, share, and applaud your actions — and sometimes, criticize them.

Start with your NGO's mission, and identify a short list of values central to the work you do. Examples might include friendliness, collaboration, integrity, or sustainability. Defining your core values helps ensure that you incorporate them into your social media guidelines — for example, if "responsiveness" is a core value for your organization, it makes sense to focus on listening to what others are saying in your community and make it a priority to respond in a quick and informative manner.

Assigning Roles

Who will be the person interacting with your community through social media? Who maintains the Twitter feed, and who posts to Facebook? Is it one person or several? Who is responsible for finding content? Well-defined roles and responsibilities among staff will help to eliminate the ambiguity that can often come with social media content creation.

Some staff may have great stories to tell but may not know how or if they should post them. Remember, social media works best when it is current, active, and responsive — it’s easier to allow for that when everyone is clear about who can post, when, and how often. It’s often easier to keep content organized if the social media strategy is owned by an individual or small group.

Creating and Sharing Content

Whether you’re posting about your charity’s work or events or sharing interesting information related to your field, there are plenty of topics to post about — use your policy to narrow your focus to fit with your core values or organizational goals. There’s a lot of content floating around the Internet. By finding your niche and creating or sharing mission-related content, you’re more likely to draw people in and entice them to return. You're also more likely to find the right audience for your nonprofit.

This is also the time to consider what types of content should never be posted or posted only with approval. This can be as simple as maintaining a certain image for your organization or as complex as protecting it from legal problems. For example, health-related nonprofits that are subject to the Health Information Portability and Accountability ACT (HIPAA) should make sure health records and information that might inadvertently identify patients or clients is protected. Other 501(c)(3) nonprofit organizations might be concerned with activities that could be considered lobbying, as these activities could endanger the organization's nonprofit status. Editor's note: this was written in the US; Canadian organizations should consider privacy laws as well as restrictions on lobbying/advocacy for registered charities.

If your nonprofit is concerned with such issues, a conservative policy can make sure no one oversteps the bounds. A good policy that defines what can and can't be posted can help prevent problems from arising.

Monitoring Conversations and Responding to Comments

Social media is a two-way conversation, so your policy should not just inform external communications — what your nonprofit says and how you say it — but how you deal with what people say to, and about, you. Creating and publishing content means it’s open to comments, both good and bad, and can be shared with other networks — often without your knowledge. How do you control your reputation and your brand?

You could choose to disable comments on your Facebook page, but then you’d miss out on one of social media’s greatest benefits. Instead, develop a strategy for monitoring and responding to comments, both positive and negative. Who will respond? Will you do it publicly or take the discussion offline? Every comment is an opportunity to further craft your organization’s personality and reputation and build relationships. Responding thoughtfully can turn a bad situation into a positive "customer service" moment and publicly correct misinformation.

A good way to develop a response policy is to practice with a series of hypothetical situations. How will you respond to posts that contain inaccurate information, vulgar or inflammatory language, or information that purposely or inadvertently identifies clients in a way that breaches their privacy?

Answering hypothetical questions will prepare you for real ones.

There are general guidelines you can use as a starting point. If you receive a complaint you can turn into a customer service moment or a post with misinformation in it, you should take the opportunity to respond. Determine who will do so and what they will say. Consider removing comments that will damage your community or that include vulgar or inflammatory language. Some negative posts are better left unanswered, especially if a response is likely to incite the poster into further action.

Don’t just reply to negative comments — be a part of the conversation and reply to positive or neutral comments to create a rich, informative environment for your audience. Answer questions that arise, invite others into the conversation, and thank people for participating. Your responses put a human quality to your content and can create a feeling of goodwill in your community. Let your organization's core values and mission inform your response policy.

Protecting Privacy

In an era where sharing content is so easy and even encouraged, privacy concerns seem to be often overlooked or ignored. Part of the problem lies with the tools — new privacy complaints about Facebook and Twitter seem to pop up all the time — but it's important to review your organization's privacy and permissions policies, especially if you work in areas like health care or children’s services.

Start by examining your existing policies for relevant information. When can you use photos of children or names of clients, and do you need their permission? Update your policies and waiver forms to include the social media channels you plan to use — there’s a big difference between getting someone’s permission to use their photo on a brochure and using that same photo in a blog post or on your Facebook page. Photos or videos posted on social media can be widely shared and often will be.

Protecting Rights to Content

This is also the time to look at how you attribute the content you share and how you copyright the content you create. Weigh the value of keeping complete control of your content against the value of sharing. Some nonprofits copyright all material and have others ask permission to share it, while other nonprofits adopt a more open approach that lets others repost freely. The latter, called a "Creative Commons license," lets you maintain some control over how your content is used by setting guidelines for attribution and whether other users can modify your content or use it for commercial purposes. (See the Creative Commons website to learn more.)

Which approach is right for you? Again, this decision should be informed by your organization’s nature and whether you’re concerned with legal issues or interested in being open. Remember, this is a two-way street — make sure you follow the rules and ask permission before reposting content you did not create, if necessary. It's OK to link to something as long as you don't pass the content off as your own, but do not assume anything you find online is free to repost. How can you craft your policy to ensure that you are respecting copyright restrictions?

Finding and Enforcing the Line Between Personal and Professional

Social media lets you put a human face on your organization, making it easier to connect with constituents who, in turn, can become champions for your cause. In many cases, you want your social media presence to be as personal as possible. But you can run into problems when the line between your staff's personal lives and your organization’s goals is blurred.

What types of personal information can be posted to your organization’s social media channels? Do you only allow mission-related posts, or can staff express personal opinions or share information about major life events, such as weddings and birthdays? Defining the boundaries in advance can prevent inadvertent problems, but make sure your staff understands how the policy relates to their own, personal social media use. If they link to your organization's page or speak about the inner workings of your nonprofit on their personal pages, their audience might not distinguish their personal posts from your organization’s posts.

There’s a fine line to walk here — you can’t enforce regulations for what staff do in their free time, but you can encourage them to adhere to organizational best practices and to represent your nonprofit’s culture and goals. The legal boundaries in this area are evolving almost as fast as the technology itself. If you have concerns about this aspect of your policy, it might be worth contacting your lawyer to make sure you define the risks and find the appropriate way to prevent them.

Even if staff don’t self-identify as employees on their Twitter feeds or Facebook pages, in most cases, a good number of people still know where they work. To address that, your policy might train staff on the effective use of social media and ask them to adopt strict privacy settings on personal pages. You might also encourage a "What would your mother think?" approach to posts. Each organization should decide whether it’s necessary to dictate how personal pages reflect upon the nonprofit as a whole and make it clear to employees what that separation is.

Creating Your Policy

You can’t foresee or protect against all possibilities, but being proactive and thoughtful when creating a policy can help ensure that your organization gets the most benefit out of its social media efforts while avoiding many of the problems. The return on your efforts is likely to be worth the extra consideration.

So how do you go about crafting an appropriate policy? Start by identifying your team and making sure all the right stakeholder groups are represented. Ask and answer the questions identified here to help get the conversation started, but don’t hesitate to ask other questions specific to your organization’s work and goals. Your policy should ultimately fit your own use of social media and your own needs.

For More Information

Nonprofit Social Media Policy Workbook, Idealware.

Social Media Policy Templates, Idealware.

How to Write a Social Media Policy, TechSoup Canada blog

About the Authors:

Ben Stuart is a freelance writer.

Andrea oversees Idealware’s fundraising and training activities including the Field Guide to Nonprofit Software, sponsorship, corporate and individual giving, grants management and online seminars. Prior to joining Idealware, Andrea held fundraising positions in education, health research and museums and has taught math, performing arts and history in traditional and non-traditional educational settings. She brings a breadth of experience with fundraising software, particularly as it relates to small nonprofits, and has worked as a consultant with nonprofits across New England to help identify appropriate donor management software. Additionally, as a former teacher, Andrea brings front-line tested expertise in curriculum development and training.