social media policies & guidelines

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standing together. moving forward. SOCIAL MEDIA POLICIES & GUIDELINES Presented by Lisa Colton and Rabbi Amy Bolton, JFS Bergen & North Hudson Counties Oct 28, 2010

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Social Media Policies and Guidelines webinar, with case study presented by Rabbi Amy Bolton of Jewish Family Service of Bergen and North Hudson, NJ.

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Page 1: Social Media Policies & Guidelines

standing together. moving forward.

SOCIAL MEDIA POLICIES & GUIDELINES

Presented by Lisa Colton and Rabbi Amy Bolton, JFS Bergen & North Hudson Counties

Oct 28, 2010

Page 2: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

What & Why?

• Protect and guide employees – your online representatives. (Like being at an event or answering the phone.)

• Have something to point to when issues arise.

• Provide comfort to skeptics - some sense of control.

Flickr user: mscaprikell

Page 3: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

What & Why?

Flickr user: Matthew Piper

Flickr user: EUSKALANATO

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=Barriers to contributing online are low. Help people be mindful. Teach.

Page 4: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Who It Covers

• Employees (personal and professional uses)

• Volunteers/Board Members

• Public who participates in your spaces

Flickr User: Janey Kay

Page 5: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Employees

• Today it’s about a work/life BLEND not a work/life balance. This can work in your favor!

Page 6: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Employees

• Professional Use:

• Personal Use:

-How to use, tone, info-How/when to respond, engage (or not)-What’s off limits-What’s the intention-When to ask for help

-How to avoid conflicts-How to clarify roles, disclosures-How to navigate fuzzy boundaries-How to support your org/mission

-Reference other policies where applicable

Page 7: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Public / Community Members

• The Living Room Policy (Shel Israel):

If you came into my home and were rude to another guest, I would ask you to stop. If you continued to be rude, I would ask you to leave. From this point forward, this is what I will do. If I feel you are being abusive, hogging the conversation or otherwise discouraging the open exchange of legitimate points of view. I will ask you to be more polite. If you ignore the request, I will ban you from further Comments. I call the the Living Room rule and I will enforce it subjectively.

Page 8: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Public / Community Members

• Set an intention for the online space, and model it.

• “Reserve your right…” to delete postings, etc.

• Provide appropriate channels for private discussions for problems, and invite them.

• Engage in discussion. Not all negative things are bad.

Flickr User: Jonesrocio

Page 9: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Creating a Policy

Step 1. Establish the policy: Determine the policy and what you want to accomplish. Buy in is important! Step 2. Educate: Important to train and/or make employees aware of the implications. Create ongoing opportunities for discussion and education.

Step 3. Enforce: Less about the top down control, but the fact that you need to consistently use the policy – it shouldn’t sit in a drawer. Ongoing education, and educating new employees/volunteers is important too.

Page 10: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Page 11: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Red Cross Policy

• Handbook and guidelines as well as a policy• http://sites.google.com/site/wharman/social-media-strategy-handbo

ok

Use DisclaimersBe AccurateBe TransparentBe ConsiderateRespect Copyright LawsBe GenerousUphold the Fundamental Principles

Page 12: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Bread For the World Principles:As an organization,…we will establish a Bread presence wherever target audiences or constituencies already congregate online. …we will be flexible as we encourage experimentation and testing of new social media tools …we will encour age Bread staff and supporters to use social media and Web 2.0 tools. …we will provide train ing and resources to Bread staff and as appropriate, for key Bread activists. …and whenever possible, we will be supportive of social media sites initiated by Bread’s grass roots. ...we will endeavor to ensure consistency of messages and actions across all media platforms. …we will adhere to Bread’s policies, including those covering privacy and confidential information...we will identify ourselves clearly in what we write and what we post. …we will respect copyright rules.

As individuals,…we will not use our identity as Bread employees, including our Bread email accounts, in association with personal sites that are outside the scope of Bread’s mission.…we will be responsible for what we write and what we post.…we will ensure that our blogging and social networking activities will not interfere with our work commitments.

More here: http://www.socialmedia.biz/social-media-policies/bread-for-the-worlds-social-media-policy/

Page 13: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Examples of Other Policies

100+ sample policies from for- and non-profits:http://socialmediagovernance.com/policies.php

Beth Kanter’s blog: http://beth.typepad.com/beths_blog/policy/See many links within her posts on this topic for examples.

10 Must Haves for your Social Media Policy, from Mashable:http://mashable.com/2009/06/02/social-media-policy-musts/

Page 14: Social Media Policies & Guidelines

standing together. moving forward.

Page 15: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

JEWISH FAMILY SERVICE of Bergen & North Hudson

Social Media Policies and Guidelines

Helping Hands from the Heart of the Community

By Rabbi Amy Bolton

October 2010

Page 16: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

What is a Policy?

“Prudence or wisdom in the management of affairs”

“management or procedure”-http://www.merriam-webster.com/dictionary/policy

Page 17: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Developing a Policy

Know your Organization’s process!• Committee approval• Senior Staff approval• Legal Issues• Trustee approval• Streamline with existing policies

Page 18: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

General Tips

• Mission-based• Positive language • Short and Sweet!

Page 19: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

JFS Policy Outline

• Guiding Principles• Responsibilities of Staff, Volunteers and Trustees• Confidentiality and Copyright/Legal Issues• Personal and Professional Boundaries

Page 20: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

JFS Policy Outline

• Guiding Principles• Privacy • Personal and Professional Boundaries• Establishing Social Media Presence• Posting Guidelines

Page 21: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Mission Statement

Based uponJewish tradition and values… 

 The mission of Jewish Family Service is to strengthen and preserve the well-being

of individuals and families; to help them effectively meet the challenges

and changes through life by providing quality human services and

professional counseling to all who call upon its services. 

Page 22: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Introduction

“Social media shall be utilized in a way that furthers the mission of Jewish Family Service, Inc. (JFS) to strengthen and preserve the well-being of individuals and families…

“JFS Staff, Trustees and volunteers are ambassadors for the agency, and are viewed as such by the public. Therefore, the guidelines and policies outlined below must dictate the use of social media when engaging in online activities both in and out of work.”

Page 23: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Guiding Principles

“Social media shall be utilized in a way that furthers the mission of Jewish Family Service, Inc. (JFS)”

• Preserve privacy and dignity of clients and community members

• Education• Community Engagement

Page 24: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Jewish Values

Hachnasat Orchim – Welcoming Guests• “Engage more people with JFS to better serve those in

need and provide opportunities for others to serve.”

Klal Yisrael – Unity in the Community• “Promote community dialogue and education to enhance

partnerships”

Lashon Hara – Gossip & Negative Speech “Social media shall not be used in a way that promotes

gossip or the discussion of individuals over issues. Privacy and confidentiality must be preserved in all social media interactions.”

Page 25: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Privacy

“Maintaining the dignity and confidentiality of clients is essential.”

• Do not discuss specific clients or cases • Get written permission to use photographs or video• Direct private conversations offline

Page 26: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Personal and Professional Boundaries

“JFS Staff, Trustees and volunteers are ambassadors for the agency, and are viewed as such by the public.”

Page 27: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Personal and Professional Boundaries

• Official posts must be designated as such• Clearly indicate whether posting as a representative

of JFS• Personal online posts, publication of photos and

videos, etc, including communications on issues unrelated to JFS, should be consistent with JFS’ mission

See New York Times Magazine article, 7/25/10 http://www.nytimes.com/2010/07/25/magazine/25privacy-t2.html?pagewanted=all

Page 28: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Personal and Professional Boundaries

“As JFS ambassadors, staff, trustees and volunteers shall exercise sound judgment in their personal social media usage.”

Page 29: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Establishing Social Media Presence

Only Executive Director approves

new social media usage

“Establishing a JFS presence on a public social network (Twitter, Facebook, YouTube, Linked In, etc.) must be authorized beforehand by the Executive Director.”

Page 30: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Posting Guidelines

“Posts on established sites shall be updated regularly according to the conventions of each site, only by staff, volunteers and trustees designated by the Executive Director.”

• Create Dialogue• No Anonymous posts or responses • Personal comments must be clearly designated • Only speak for agency if explicitly told to • Bring inappropriate posts or comments to

Management’s attention

Page 31: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Liability & Insurance

Know your organization and potential legal pitfalls.

• Have Lawyer/Insurance Agent review policy• Errors and Omissions• Professional Liability (D & O)• Employment Practices Liability• Disclaimer

Page 32: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Disclaimer

• On “Info” tab of JFS Facebook page

Page 33: Social Media Policies & Guidelines

INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES

DARIM ONLINE

Positive Outcomes

• Policy as teaching tool • Review overall communication policies• Keep Insurance up to date• Solidify goals of social media