social brand to social business for ncmpr conference

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FROM SOCIAL BRAND TO SOCIAL BUSINESS A PLAYBOOK FOR SOCIAL MEDIA IN YOUR ORGANIZATION MITCH GERMANN| VICE PRESIDENT EDELMAN DIGITAL, SEATTLE | @MCG5 ON TWITTER

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Page 1: Social Brand to Social Business for NCMPR Conference

FROM SOCIAL BRAND TO SOCIAL BUSINESSA PLAYBOOK FOR SOCIAL MEDIA IN YOUR ORGANIZATION

MITCH GERMANN| VICE PRESIDENTEDELMAN DIGITAL, SEATTLE | @MCG5 ON TWITTER

Page 2: Social Brand to Social Business for NCMPR Conference

MY PERSPECTIVE

@MCG5 ON TWITTER

• The high-profile nature of sports teams puts communications under a constant microscope and makes Social Business planning critical for success

Page 3: Social Brand to Social Business for NCMPR Conference

THE EVOLUTION OF SOCIAL BUSINESS

SOCIAL CUSTOMER

• Technology Innovation gives customers a voice

• They are Influential• Amplified voice across the social web • Google indexing critical conversations

about companies• Social Customers are trusted amongst

their peers as influence grows

SOCIAL BRAND

SOCIAL BUSINESS

• Companies and brands join Twitter, Facebook and create corporate blogs

• Engage with the social customer in various channels

• Social Media teams are forming slowly• Small budgets are allocated on a project

basis to social media engagement and community building

• Organizations begin humanizing business operations

• Organizational models are formed to include social media

• Organizational silos are torn down between internal teams

• Governance models and social media policies are created

• Social becomes an essential attribute of organizational culture

1995 to present

2003 to present

2008 to presentTHE EVOLUTION OF SOCIAL BUSINESS

@MCG5 ON TWITTER

Page 4: Social Brand to Social Business for NCMPR Conference

HOW DOES THE SOCIAL CUSTOMER BEHAVE?

• The customer journey is dynamic; and always changes• Brands need to have multiple

customer touch points to break through the clutter• Customers need to hear

things 3 – 5 times before the actually believe (Edelman Trust Barometer)

@MCG5 ON TWITTER

Page 5: Social Brand to Social Business for NCMPR Conference

THE SOCIAL CUSTOMER AND BRAND EXPERIENCE

Brand Discovery:Google Search, Word of Mouth

Brand Participation:Fanning, following, liking

Brand Sharing:Easy, habitual, publishing

Brand Advocacy:Creating content, sharing, defending

The Advocate (e.g. encourage friends to

purchase)

The Opinion Sharer(e.g. post review)

The Participant(e.g. participate in a brand

experience)

The Informed(e.g. research products online)

@MCG5 ON TWITTER

Page 6: Social Brand to Social Business for NCMPR Conference

THE NEW PURCHASE FUNNEL

• A brand should build relationships with the social customer in order to drive advocacy

• Advocates talk about the brand, even when the brand isn’t listening

• Advocates are trusted among their peers and within their micro communities

• Advocates are aiding and influencing others down the purchase funnel

• The reach of one advocate is minimal; as an aggregate, the total reach can make a strong business impact

@MCG5 ON TWITTER

Page 7: Social Brand to Social Business for NCMPR Conference

DEFINING A SOCIAL BRAND

“A social brand is any company, product, individual, politician, etc., that uses social technologies in order to communicate with the social customer, their partners and constituencies or the general public.

@MCG5 ON TWITTER

Page 8: Social Brand to Social Business for NCMPR Conference

CHAOS EXISTS IN THE ORGANIZATION TODAY

THERE IS CERTAIN BEHAVIOR AND TYPES OF TWEETS AND FACEBOOK UPDATES THAT MAY PUT YOUR COMPANY IN JEOPARDY AND GET YOU FIRED TOO!

LEAKING CONFIDENTIAL INFORMATION

RACISM

HATE SPEECH

TALKING SMACK ABOUT THE BOSS

TWEETSBLOG POSTSFACEBOOK UPDATES

BASHING COMPETITORS

@MCG5 ON TWITTER

Page 9: Social Brand to Social Business for NCMPR Conference

CONFUSION OF ROLES & RESPONSIBILITIES, CONFLICTI have been on the

marketing team for 4 years now and WE OWN

the Facebook page!

DO YOU UNDERSTAND?

I just wanted to post our press release….

Page 10: Social Brand to Social Business for NCMPR Conference

ORGANIZATIONS NOW FOCUSING ON INTERNAL CHANGE

• The social brand has caused chaos and organizational anarchy in many companies today

• Employees are running wild on the internet with little to no guidance, direction or governance

• Different geographies and business units are creating social communities externally and not sharing or communicating internally

@MCG5 ON TWITTER

Page 11: Social Brand to Social Business for NCMPR Conference

SOCIAL BUSINESS DEFINED

“A social business is any organization that has integrated and operationalized social media within every job function (and process) internally.

@MCG5 ON TWITTER

Page 12: Social Brand to Social Business for NCMPR Conference

UNDERSTANDING THE DIFFERENCE

SOCIAL BRAND SOCIAL BUSINESS

External Communications Operations & Change Management (internal)

Usually owned and driven exclusively by marketing or corporate communications

Business leaders, employees in every job function across the organization and in every geography

Engagement with the social customer and within the external community like blogs, Twitter and Facebook

Engagement with internal teams and channel partners at every level within the organization

Measurement: clicks, impressions, engagement, likes, comments, web traffic, etc.

Measurement: employee participation, # of employees trained, process efficiencies, etc.

Budget allocated to support external facing objectives like agency support, Facebook applications, social ads

Budget allocated towards “consultative” agencies, internal social technologies, training and change management initiatives

Little to no internal collaboration to be somewhat effective Collaboration is imperative to the success of social business transformation

Difficulty level is easy Difficulty level is hard, very hard

@MCG5 ON TWITTER

Page 13: Social Brand to Social Business for NCMPR Conference

COMMON ORGANIZATIONAL MODELS - CENTRALIZED

• In a centralized organizational model, the “social media” job function is usually owned by corporate communications

• Little to no collaboration between corporate communications and other marketing organizations and business units

• Organizational silos dominate

• No social media policies that empower employees to engage externally

@MCG5 ON TWITTER

Page 14: Social Brand to Social Business for NCMPR Conference

COMMON ORGANIZATIONAL MODELS - DECENTRALIZED

• In a decentralized organizational model, the “social media” job function is scattered – everyone is doing it

• Many decentralized organizations are a natural result of silos

• Little to no collaboration or best practice sharing is happening

• Loose social media policies exist but rarely enforced

• Confusion about roles and responsibilities and conflict about “who owns” social media

@MCG5 ON TWITTER

Page 15: Social Brand to Social Business for NCMPR Conference

USHERING IN SOCIAL BUSINESS

• A social business is built upon three pillars – people, process and technology

• Change management and culture change is essential in order for genuine social business transformation to occur

• Organizations cannot have effective external conversations with customers unless they can have effective, internal conversations with each other first

@MCG5 ON TWITTER

Page 16: Social Brand to Social Business for NCMPR Conference

FULLY COLLABORATIVE SOCIAL BUSINESS MODEL

• A governing body, usually a “Center of Excellence” exists that is responsible for governance and strategic insights

• Responsible for sharing best practices and technology recommendations with regions and other business units

• Geographies and business units will execute external social media programs

@MCG5 ON TWITTER

Page 17: Social Brand to Social Business for NCMPR Conference

FROM CHAOS TO GOVERNANCE

Policies

• Legal document• Addresses

compliance and is very specific on what not to do

• Governs employees behavior

• Employees liable for actions

Guidelines

• Guides employee's behavior on the social web

• It’s good practice to co-create guidelines with employees

• Moderation policies for Facebook, Corporate blogs

Organization Design

• Directs the organization to maximize its structure to ensure efficiencies and scale

• Provides guidance of ownership for the social media job function

Channel Creation

• Address the creation of new, external facing social media channels

• Creates consist messaging and minimizes customer confusion

Employee Activation

• Process creation for new, existing employees that want to engage externally

• Training modules creates an increase in employee proficiency

Technology Deployment

• Enablement process for internal / external social applications

• Security & Privacy• Ensures technology

consistency across the organization

GOVERNANCE MODEL

@MCG5 ON TWITTER

Page 18: Social Brand to Social Business for NCMPR Conference

CREATE A PARTICIPATORY LEARNING ORGANIZATION

WHITE BELTAwareness & Engagement

BLUE BELTFluency & Participation

BLACK BELTExpertise & Ownership

Training Curriculum

• Basics of Social Media • Overview of owned media channels to

include enterprise communities, blogs, Facebook and Twitter accounts

• Policies & Guidelines

Organizational Expectations

• Research & monitoring• Listening to owned media channels• Escalate conversations to others

Training Curriculum

• Basics of Community Engagement• Listening & Monitoring Tools and Apps• Intended Uses of Social Media• Engagement Model & Escalation

Process• Metrics Overview

Organizational Expectations

• Frequent tweeting and retweeting; responding to comments on/off of enterprise owned media channels

• Responding to customer support issues and escalating to appropriate channels

• Basic community management

• Advanced tactics of Community Engagement and Management

• Leveraging search to create social content for blogs

• Metrics deep dive – understanding metrics and making data driven decisions

• Advanced training on social tools and technologies like Radian6, Meltwater Buzz, Sprinklr, Shoutlet, CoTweet, and other publishing/listening platforms

• Train the trainer

Training Curriculum

• Frequent blogging, tweeting and responding to comments on/off of enterprise owned media channels

• Solving customer support issues on and off enterprise owned media channels

• Mentoring and training white and blue belts; team brown bags

• Speaking at conferences• Participate in and attend bi-weekly social

media integrations forums

Organizational Expectations

FROM MINIMAL PARTICIPATION TO COMPLETE OWNERSHIP

@MCG5 ON TWITTER

Page 19: Social Brand to Social Business for NCMPR Conference

ACTIVATING EMPLOYEES TO ENGAGE

Proficiency Level Channel(s) Employee Engagement Behaviors Tools/Technologies

Advanced

Video Record, upload video: live streaming, Hangouts Vimeo, YouTube, Twitvid, Qik, Livestream, Ustream, Google+

Photos Upload and Tag images Instagram, Picplz, Hipstamatic, Flickr, Picassa

Blogs Write and publish blog content Wordpress, Tumblr, Posterous, Microsoft blogs

Content Creators

Proficiency Level Channel(s) Employee Engagement Behaviors Tools/Technologies

Intermediate

Micro Blogging

Share product related news, announcements within micro blogging platforms Twitter, Friendfeed

Social Networks

Engage in two way dialogue about products, events and company news Facebook, Orkut, Quora, Google+

3rd Party Blogs Respond to comments in 3rd party blogs NA

Conversationalist

Proficiency Level Channel(s) Employee Engagement Behaviors Tools/Technologies

Basic

Email Send product related emails to friends, family members and colleagues NA

Social Networks

Follow @brand and corresponding product Twitter handles , “Like” Brand Products on Facebook – RT, Like, Share posts

Facebook, Orkut, Quora, Google+

Participant

@MCG5 ON TWITTER

Page 20: Social Brand to Social Business for NCMPR Conference

DEVELOPING DIGITAL CONVERSATION GUIDES

@MCG5 ON TWITTER

A conversation guide will help ensure consistency with messaging and include the following:

• Sample Tweets• Sample Facebook Status Updates• Ideas for Blog Posts• Checklists (Best Practices) for

Twitter/Facebook usage• Links to product assets on corporate

website such as specs, product demos, videos

• Hashtags for various products and the brand

• Calls to action to follow product specific Twitter accounts and to “Like” Facebook pages

Page 21: Social Brand to Social Business for NCMPR Conference

ESTABLISHING A CONTENT LIBRARY

Aggregating all branded

content and making it

very easy for employees

to share it within their

social graph

@MCG5 ON TWITTER

Page 22: Social Brand to Social Business for NCMPR Conference

ALIGNMENT = BUSINESS RESULTS

Community ManagementMarketing

Customer ServiceCommunications

EventsCampaignsAdvocacy

Crisis

SOCIAL BRAND (External)

SOCIAL BUSINESS (Internal)

MEASURABLE OUTCOMES

TrainingProcess

CollaborationOrganization Models

Research & DevelopmentPolicies & GuidelinesKnowledge Sharing

Culture

Programs

InfrastructureInfographic by @armano

@MCG5 ON TWITTER

Page 23: Social Brand to Social Business for NCMPR Conference

MEASURING SUCCESS

Financial Impact Metrics• ROI• Paid, Earned, Owned Media Value• Purchase Funnel Metrics

Non Financial Impact Metrics• Community Health - Growth• Community Health – Membership• Community Health – Engagement• Share of Voice

@MCG5 ON TWITTER

Page 24: Social Brand to Social Business for NCMPR Conference

15 INDICATORS OF SOCIAL BUSINESS TRANSFORMATION

1. Organizational leadership mandating that internal teams collaborate across functional business units, geographies, product teams and channel partners

2. CEO and/or executive teams using social technologies to communicate externally and encouraging employees to do the same

3. Social Media “Center of Excellence” teams and Social Organization Models forming

4. Global/functional teams sharing best practices frequently; organizational silos die

5. Social behaviors become engrained in the everyday fabric of employees’ workflow

6. Social business becomes a consistent line item in marketing, operations and IT budgets

7. Human Resources adds “social media” in job descriptions and employees are held accountable to participate

People

@MCG5 ON TWITTER

Page 25: Social Brand to Social Business for NCMPR Conference

15 INDICATORS OF SOCIAL BUSINESS TRANSFORMATION

8. Governance models created, published and shared across the organization i.e. process for new employees to be trained to be social media practitioners, escalation processes, etc.

9. Social Media Policies and guidelines co-created by senior management and employees

10. Consistent social media measurement framework agreed upon and used to measure both internal and external social initiatives

11. Workflows created that collect external customer feedback and filtered back to the product organizations

Process

@MCG5 ON TWITTER

Page 26: Social Brand to Social Business for NCMPR Conference

15 INDICATORS OF SOCIAL BUSINESS TRANSFORMATION

12. Internal communities and collaboration systems deployed and being used across functional business units – sales, marketing, customer support, supply chain management

13. Collaboration happens within internal communities more so than in email or conference calls

14. Social CRM capabilities, applications and systems become a priority in management and deployment

15. IT loosens up firewall restrictions (bandwidth, IP blocking) of social media usage from behind the firewall

Technology

@MCG5 ON TWITTER

Page 27: Social Brand to Social Business for NCMPR Conference

THE SOCIAL BUSINESS CHANGE AGENT

is responsible for … should understand …

educating others about social business including but not limited to senior executives, employees, partners, and customers

social media – in terms of being a necessary imperative for an organization to address and successfully interact with the social customer

facilitating collaboration across job functions, teams, business units and geographies

business basics such as operations, human resources, customers support , finance, etc.

making strategic recommendations on what type(s) of social technologies to deploy

social technologies such as collaboration and community related software applications

creating, distributing and managing various governance models (i.e. social media policies, crisis communications, and feedback workflows)

community management, marketing strategy, measurement i.e. paid, earned and owned media

asking for more budget every quarter the brand, it’s products and services

persuading the c-suite that social business should be a strategic priority and come equipped with case studies and models

the basics of change management, culture, communication, collaboration and employee communications/engagement

demonstrating business value of a social organization how to articulate change to employees at all levels in the organization

@MCG5 ON TWITTER

Page 28: Social Brand to Social Business for NCMPR Conference

THANK YOU!

Mitch GermannVice PresidentEdelman Digital, [email protected]@MCG5

@MCG5 ON TWITTER