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  2. Cure the Chaos: How to Coordinate Your Company’s Social Media Efforts September 29, 2010 Marc EngelsmanVice President, Client Programs & Services Digital Brand Expressions Michelle Brusyo Group Manager, Marketing & Communication Digital Brand Expressions

  3. What We Bring to the Table DBE helps companies be found on the Web faster and better positioned than their competitors Solutions typically include integrating: • SEO • Paid Search • Social Media …into the rest of the marketing mix

  4. What We’re Talking About Today An action plan for pulling together social media initiatives across the organization A checklist of items companies should include in their social media policies

  5. Where Are You Now? Which Department Leads Social Media Adoption Efforts at Your Company? * Digital Brand Expressions Study September 2010

  6. Integrating Social Into the Marketing Mix Today we’ll refer to the framework DBE has developed to guide entire organizations into the social media channel Use it to start or reset your social media communications The process forces you and your colleagues to ask and answer the tough questions before communicating with stakeholders on behalf of your brand

  7. Buyers Expect Brands to Engage With Them * Source: Opinion Research Corporation, October 2008

  8. Accept Reality It’s 1998 all over again. • Remember how 1995’s “what is a website for?” • …Became “what are the risks of a website?” and “what are the benefits of a website? And “what can we do with a website?” and “what are our competitors doing with their websites?” Social Media is here to stay and is evolving rapidly But don’t jump in without a parachute

  9. DBE’s 5-Phase Parachute ProcessSM

  10. DBE’s 5-Phase Parachute Process A well-planned, strategic approach to social media adoption will ensure: • Brand protection • Sustainability • Measurability • Ongoing ROI

  11. Before You Begin: What’s Your Mission? What objectives do you want to achieve? • Increased sales • Better quality job applicants • Improved customer relationships • Streamlined media relations • Higher awareness with industry analysts • Some of the above • All of the above and more

  12. Realistic Expectations For Social Media Sales shouldn’t be the short-term goal • Repeatedly, people say they DON’T want to be marketed TO • Use this channel to influence rather than drive sales Consumers and B2B decision-makers do want: • Knowledgeable resources • Responsive partners • Companies that listen

  13. Step 1: Put on That Parachute If you are authorized, you will want to claim your brand name(s) on at least 10 of the most popular social media sites • Prevent/Curtail brandjacking by: • Competitors and evil doers • Loyal fans • Enthusiastic employees • Lay the foundation for future activities

  14. Step 1: Put on That Parachute • Fan created content

  15. Step 1: Put on That Parachute Fan created content • Malicious intent brandjacking

  16. Recommend To At Least Claim Name On

  17. TIP… Remember there are industry specific sites you will want to name claim on as well. E.g.,: • Real Estate--ActiveRain • Physicians—SERMO • Lawyers— • Hospitality/Travel—

  18. Step 1: Put on That Parachute Establish protocols for claiming names: • Who is authorized to claim branded names and accounts? • What is the procedure for obtaining corporate approval? • Who maintains records of accounts and names claimed? • What names will be claimed up front? • Variations on name • Character limitations • “Official”

  19. Step 1: Put on That Parachute Various Pages all branded “Dunkin Donuts” – all appear to be official Corporate oversight needed

  20. Step 1: Put on That Parachute Establish protocols for claiming names: • Keep registration information consistent, document it all • Decisions about avatars/compiled personas • Birthdates and other sensitive info (ID fraud) • How will the information be safeguarded? • Who will create passwords • How will you ensure compliance

  21. Step 1: Put on That Parachute How often do you need to post “something” to keep the account live? • E.g., Twitter needs to see something posted at least every 6 months to keep the account active Change your password every 6 months or so Document decisions Keep current with policy changes at each outpost

  22. TIP… Before you start, check protocols for name claiming across multiples sites, come up with best common denominators. E.g.: • Twitter usernames have a 15 character limit • Facebook requires 25 fans before brands can get a vanity URL Keep protocols consistent but unique to avoid someone “guessing” and hacking your accounts

  23. TIP… Be aware of Facebook’s Community Page feature • Pulls in content from Wikipedia and posts from the Facebook community • Community Pages are not brand controlled, but should be monitored • Highlights the need for well-branded company-created Pages and Groups • Always ensure that the profile name you choose for your brand pages is the company or brand name • Indicate that it is an official brand profile

  24. TIP…Facebook Community & Brand Pages 59,357 fans, separate from the brand-created page Community Page Brand Page 2,542,330 fans, brand-managed

  25. Step 2: Take in the View Take the time to understand what the social landscape looks like for your brand Go to the sites themselves, search for info on your company and competitors • On Twitter search for variations of your competitors names.

  26. Step 2: Take in the View • Check hash tags directory to see what’s being tweeted in your industry. • On LinkedIn, search your company and brand names in “companies” search box • On YouTube, check for channels and keyword posts • Etc.

  27. Step 2: Take in the View And Don’t Forget the Search Engines • Enter your brand name and see what besides your website shows up • Check out your competition the same way • Enter topics you think your customers would be discussing—see what conversations or sites appear in the natural search listings

  28. Step 2: Utilize Monitoring Tools Monitor the social media landscape (qualitative and quantitative) • Free tools include: • • Google Alerts • Addictomatic • Paid tools include: • ScoutLabs • ListenLogic • Radian6

  29. Step 2: Take in the View Avoid the temptation to talk—just listen What are your stakeholders doing? • Are your customers already there? • Are they talking about your brand? • Are they talking about competitors? • What do they think of your industry and your role in it? • Who do media/analysts turn to for info?

  30. Step 2: Take in the View • What are your competitors doing? • Do prospective customers behave differently from current customers? • What are your employees doing now? • By department • As individuals • Personal use • Professional use

  31. Step 2: Take in the View DOCUMENT Your Findings What did you learn? • Are your competitors • Absent, present, or active? • Are your customers: • Lamenting your absence or complaining you’re not paying attention? • Are potential employees • Being turned off by current employee profiles?

  32. Step 2: Take in the View

  33. Step 2: Take in the View Info change your plans? • Can you move forward from zero or a position of strength? Or… • Do you have remediation work to do first?

  34. Step 3: Overarching Plan What resources do you have available and when • People • Content • Text • Video • Tools • Training required

  35. Step 3: Overarching Plan How will you fund it? Measure success? • What are you measuring? • Hard Goals • Soft Goals • Which tools will help you? • How often will you be analyzing & reporting? How will problems be addressed? Which departments or outside resources do you need? (IT to unblock social sites? Customer service to handle requests, etc.)

  36. Step 3: Home In What’s Your Game Plan? • Restate and clearly define your objectives • Agree on how success will be measured • Question: what will be different a year from now? • Mobile • International • Video • Develop strategies that will start to meet your answers

  37. Step 3: Home In Start with a plan to build out and maintain 1-3 outposts • This provides opportunity to gauge resource allocation/commitment needs • Expand according to your resources DON’T START TALKING YET

  38. Step 3: Home In Consider what you want to do in each of the environments to begin to achieve your goals DON’T UNDERESTIMATE the resources that will be required to keep the conversation going • Free ≠ no cost • Stale posts worse than none at all

  39. Step 3: Home In: Resources—Agency Posts

  40. Step 3: Home In Things to think through: • What are your company’s policies about content created by employees? • Who owns the content? • How will employees represent their posts? • Professional • Personal • What is your company’s Internet policy? • Can the social media policy be added to it? • Are they in conflict? • Are employees allowed to talk as individuals during work hours?

  41. Step 3: Home In More To Think Through • Are social media sites blocked by your IT department? • How will this impact your ability to monitor & respond? • Who will be responsible for monitoring and responding to conversations about your brand?

  42. Step 3: Home In More To Think Through • How often will you check the sites? • Will you converse as a team with one persona or as individuals representing the brand? • What will be the tone if one persona but many players? • How will multiple players be represented?

  43. Step 3: Home In Involve the legal team on policy development • What employee activities can you regulate and which are off-limits? Develop policies based on industry: • Assess the regulations and requirements in your industry • Financial services – SEC, FINRA, NYSE • Public companies – SEC • Healthcare – HIPAA, FDA

  44. Step 3: Home In Educate your employees • Those who will be actively communicating • Everyone else so they are aware of the changes Map out contingency plans for communicators: • What happens when team communicator(s) are: • On vacation • Let go • Quit

  45. Step 3: Home In Get approval – you need buy-in from all departments/personnel affected Key to consider: • Executive Team • Marketing • HR • Customer Relations • Corporate Relations • Brand Managers • Legal • IT • Individuals within the organization

  46. Risks Possible risks include: • Overzealous employees • Overly aggressive competitors • Vocal, unhappy customers • Negative press for missteps Industry-specific regulations need to be considered, too • Pharmaceuticals/Healthcare • Finance • Professional Services

  47. Rewards More open, real-time information for your organization • About your industry • From your customers • Requests from the media • Spotlights by analysts Better employee communications Improved product development/refinement Increased sales through positive associations and user-generated messaging

  48. Step 4: Step off the plane Your plan’s approved! The commitment to continuous communication is made • The commitment to LISTEN • The commitment to RESPOND • The commitment to be PROACTIVE Your team is ready to go

  49. Step 4: Step off the plane Gotta’ Have: If/Then Scenarios • What happens with negative posts? • The pros and cons of vetting posts before they go live • What if we don’t like what’s being posted, when do we jump in? • What if one of our competitors is posting nasty information? • What if there is a PR disaster, how should we respond in our posts?

  50. TIP…Program Management Tools Managing the social media outposts   • Hootsuite • Works well for most companies • TweetDeck or Seesmic • Depends on the type of mobile device used • Socialware Compass • For regulated industries that need to moderate employee output