leveraging next generation web tools in stock plans
DESCRIPTION
Internet: The Next Generation: Leveraging Web tools in Stock Plans. These are the slides from the GEO 2010 conference presented by Elizabeth Dodge, Dan Walter, and Jeremy Spencer Wright.TRANSCRIPT
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Elizabeth Dodge, CEPVP, Stock & Option Solutions
Dan Walter, CEPPresident and CEO, Performensation
Jeremy Spencer WrightCOO, Two Step Software
Internet: The Next Generation:Leveraging Web Tools in Stock Plans
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The Buzz Words
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Audience Poll – Have you?
Read a Blog • TwoStep Blog• Or commented on a blog article - Comment on TwoStep Blog
Posted a status update on Facebook, Twitter, or LinkedIn• GEO’s LinkedIn Page• SOS FaceBook Pages• Performensation's Twitter Page
Watched a YouTube Video• Michael Bendorf discusses GEOnomics '09 • TwoStep Demo• SOS Discussion of Modification Accounting
Completed or created a survey - SOS Market Research SurveyPosted a question or response on a discussion group - ECE GroupWorked in IM or participated in a video conference
If yes, you've already started using the next generation of web tools.
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Social and Business Networking
Twitter• Not just for micro diaries anymore…• Great for updates with built-in links
Facebook (SOCIAL/business)• Group Pages and Events• Link to Twitter, Linked In, Plaxo and others
LinkedIn (BUSINESS/social)• Events, Company Info• Discussion Groups • Professional Networking
Plaxo, XING• Combine features from Facebook and LinkedIn• More popular outside US?• Can be linked to other systems
Purposes, Uses, Linking, Automating, Groups, Discussions, Pages, Customizing
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Tips for Social and Business NetworkingTwitter
• Find and follow people, before you ask people to follow you• Learn how to use bitly or tinyurl to shorten links• Stay active. Retweet• #FF, #FridayFollow are used to promotes others accounting• @NAME is the Twitter account, • #NAME is a Twitter-searchable data field
Facebook (SOCIAL/business)• Understand that everyone sees almost everything, so think professionally or
have two accounts• Great way to quickly share info via updates and inks to other systems
LinkedIn (BUSINESS/social)• Build “Expertise” and credibility by answering questions• Join Groups and monitor events
Plaxo, XING• Great for Birthday and contact tracking• Link Plaxo to your LinkedIn, Facebook and Twitter accounts
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RSS and News Feeds
RSS Feeds• Track stories from specific sites, from news consolidators or based on
searchesGoogle Alerts
• Search on words or phrases.• Use Boolean searches to increase specificity• Populate news feeds on web sites and blogs• Track industry changes
iGoogle• Create a personalized Google homepage, with searches, news and gadgets
Digg• Displays user-voted “best stuff” on the web• Build a network of similar-mind people
StumbleUpon• Track Website popularity
Company Intranet Sites
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Surveys
Tools• SurveyMonkey
• Free basic membership, $200/year for professional membership• Unlimited polls• Skip logic – if answer X, skip to question 4
• Zoomerang, SurveyGizmo, Zarca• Customize colors, fonts, add logo, etc.
Why?• Participant Data is pure gold!
• Do you consent to have Form 3922/3921 delivered electronically?• Have you moved to a new state/country in the last year?• Have you sold any stock this year?
• Quiz employees on equity comp knowledge• Employee satisfaction surveys
• Do they appreciate the plans?
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Survey Examples
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Polls
Tools• Vizu, PollDaddy, MicroPoll, etc.
• Some are Free• Some are one question polls, others longer• Questions & results can be embedded in emails, on websites, etc.
Why?• All the same reasons as surveys• Sometimes easier to keep them short – get more responses• Poll or survey your stock plan contacts to find out how they
accomplish a particular function or task• Identify areas for staff training – give little quizzes to identify
weaker areas
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Polls: Example
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Poll: Example in a Newsletter
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Tips for Surveys & Polls
Keep them short• Skip logic can really help here
• Add skip logic after you’ve defined ALL your questions
Make them CLEAR• Data is no good if the questions aren’t understood• Have other, non-equity folks review your questions• Export to word processing program and spell check
How do you get responses?• Offer a prize drawing for those who participate
• You’d be surprised how motivating a $15 coffee card can be…
• Send out reminders – at least a couple
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Blogs
Why Blog?A few Industry Blogs
• WorldatWork Blog - http://www.worldatwork.org/waw/adim/blogs/ryan_johnson/html/blog-rj.jsp
• Two Step's Private Company Blog - http://blog.twostep.com
• Ed Hauder's Equity Compensation Blog - http://edwardhauder.com/
Create Your Own• Blogger (https://www.blogger.com/start)• Typepad (http://www.typepad.com/ )• Wordpress (http://wordpress.com/)
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Blog: Examples
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Discussion Groups
What are they? Where can you find them?Examples
• Equity Compensation Expertshttp://www.equitycompensationexperts.groupsite.com/
• BayArea CEP http://finance.groups.yahoo.com/group/BayAreaCEP/
• LinkedIn Groups• Google Wave - A New Type of Discussion
How you can use them• All you need is a Gmail or Yahoo Address• Communication Portal
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Screen Sharing/Recording
Jing - http://www.jingproject.com/• Create educational videos• Share with your employees• It's Free!• Let's see an Example.
Meeting Tools• GoToMeeting - www.gotomeeting.com• WebEx - www.webex.com
Uses• Internal Training, documenting processes, refresh yourself on
processes• Two Step Training Videos• Participant education – how to exercise, how to view account
summary, etc.
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Email Tools
Purposes• Sophisticated-looking email communications• Tracking opens, clicks, bounces, etc.
Tools• Vertical Response• Constant Contact• Low cost, GREAT stats
Why?• Email newsletters• Employee communications• Communicating with employees IS marketing!
• You’ve got to get them to READ it to educate them!• Bounces may notify you of terminations before HR does…
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Email Examples
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Newsletter Examples
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Newsletter Example with Video!
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Tips for Email Communications
Keep newsletters/articles short• Click for more info• Break up text• Use emphasis – but not too much
• Bold is hard to read, use is sparingly
A pictures is worth a thousand words• Graphics
• Get your point across better• Are more memorable
• Screenshots of statements – Use Paint to edit• http://www.istockphoto.com – great, inexpensive source
for photos
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Connect with UsFind the links from this presentation and contact us through the presentation portal at http://webtools.twostep.com.
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