Social Media Policy: Employee vs. Public

Going through my RSS feeds, I came across Dave Fleet’s article on the 57 Social Media Policy Examples and Resources in SocialMediaToday.  A very useful article with excellent examples!  There are so many best practices for us to review.  So, as you are scouring policies, you may want to consider separating your resources into a couple of different buckets: the employee and the public bucket.

Simply stated, what you request of your employees may look similar, in some respects, to a public facing social media policy, however, it will also be very specific to your organization.  For example, you may want to consider the following information for the employee bucket.

Employee Bucket:

  • Employee Access to Social Media:  Are any social networks “off limits” to employees or will they have open access to all social sites? Is there a formal process when a department or employee needs to have full access to a social media site?
  • Employee Conduct: How do you want employees to use and collaborate on social media? This is where you may see “The Rules of Engagement” and the three “Rs” which stand for Representation, Responsibility and Respect. Is an employee’s participation strictly for work and how should they represent their personal views?  Is an employee able to check their personal Facebook page or Twitter conversations during the course of the workday?
  • Content Use: What kind of content can and should be shared?  Will you provide any guidelines regarding how content is published, whether internally or externally with the public?
  • Legal information:  Do you inform employees regarding privacy, defamation, intellectual property, etc? How do you educate employees on these laws and regulations without going too deeply into the details of each?  Will you require employees to use disclaimers for personal use of social media?
  • Social Media Profile Management:  Who is the gatekeeper per department or for smaller organizations, the gatekeeper for the entire company?  Should an employee leave your company, who will have the information regarding the profiles set up by that person, including which social networks, user names and passwords? Who will go in and change the user name passwords when an employee leaves the company?
  • Additional Policy Information: Is your social media policy is tied to a Code of Ethics or an employee communications handbook? If so, you must include references to additional resources for employees to review.

The Public Bucket:

  • Participation Guidelines: Will you offer information about social media and how will you encourage public participation?
  • Blogging and Comment Policies:  What do you want your public stakeholders to know about how you moderate your blogs?  What should they understand regarding the manner in which comments appear or maybe don’t appear?
  • Legal Language: Will you have a passage that says the information posted on blogs and social networks is the copyright property of your organization for further use?  How will you address any behavior that is considered inappropriate social media conduct?  Should you discuss privacy, confidentiality and security?

You will definitely see areas of similarity between the information that you want to share with employees and the public regarding social media.  And, in some cases, maybe one policy does fit all.  But, you may also want to consider the differences between the internal/employee social media policy and your public policy, which highlights the way you want customers and other stakeholders to engage with you.  There are many considerations, far beyond what’s above.  This is just a starting point so that you are able to dig in deeper.

How is your social media policy development going and are you developing one policy for all groups or using the bucket approach?

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Social Media Spend to Double This Year

The spirit of social media is enlivening industries, refreshing marketing, and humanizing businesses. While the steps to the social revolution are gradual, so are the budgets that fund innovation. Progress is underway however, and with every experiment and pilot program, we learn the answers to the questions that serve as the gateways to change.

Early experiments are sparked within various forward-looking divisions and funded by other resident or surrounding programs or departments. As social media permeates and socializes the frameworks of the modern businesses, finances and supporting resources will shift to advance expansion.

A recent study conducted by Duke University and the American Marketing Association documented the rise of hiring, budgets, and social media spend over next year.

According to the 2010 CMO Survey, on average, CMOs expect to increase marketing budgets by 5.9% citing social media as a crucial slice of the Internet marketing mix.

Business Growth Strategies

CMOs are optimistic about the future of the U.S. economy and many are focusing efforts on proactively increasing customers, purchases and improving their abilities to retain current customers.

Over the next year, growth strategies reflect a focus on market expansion and depth.

Market penetration (introducing current products and services to current markets): 44%

Product and service development (creating and introducing new products and services to current markets): 26%

Market development (adapting current products and services to new markets): 18%

Diversification (new products/services to new markets): 13%

Digital Marketing Leads the Way

With a 5.9% average increase in marketing budgets, Internet marketing is the beneficiary of overall budget with 12.2%; social and traditional CRM accounts for 9.9%; the introduction of new products checks in at 6.9%. Traditional advertising on the other hand is estimated to fall 2.5%.

B2B

In reviewing the results from the study, it appears that B2B products and services companies are mapping out among the largest expansions in marketing spend over the next year at 8 and 7.7% respectively. When comparing B2B to B2C products and services companies however, B2C trails 2.1% and 1.6% respectively.

Branding plays a pivotal role in B2B marketing over the next 12 months, increasing spending by 11.8% compared to only 4.3 across other sectors. The socialization and modernization of CRM is also pivotal to B2B growth, representing a 16.6% rise compared to 7.5% across all other sectors.

Social Media

Social Media offers tremendous growth potential and as such, budgets are multiplying. As reported in the research, social media budgets will spring from 5.6% to 9.9% this year. However, over the next five years, social media budgets will swell to 17.7% of the total marketing spend.

Comparing and Contrasting Social Media Spend: B2B an B2C

Continuing the trend in aggressive expansion, B2B companies plan the greatest increase in social media spending this year, jumping to 11% from 6.5% last year. B2C services trails, however social media spending continues to bloom from 2.9% to 6.9%. When we look at B2C product company forecasts for social media, we’re presented with a much different picture. Social media spending is expected to jump from 7.5% to 11.6% in within the next year and upwards of 19% over the next five years. In comparison, B2B product and B2B services will scale to 15.3% and 18.9% respectively.

Visualizing Hybrid Theory

Recently, I discussed how social media was influencing not only the evolution of business, but also how the roles and skill sets of individuals within each socialized department would also develop in order to pave the roads to the future. I call this idea Hybrid Theory and it represents the fusion of best of breed expertise into varying social roles.

The study highlights how nearly one-half of companies expect to hire new media marketers over the six months and 61.4% and 77.5% will fill new marketing roles over the next year and two years respectively. Most notably, only 27% are expected to look at university graduates.

Experience counts for everything…

The most sought-after skill sets now and in the immediate future, include Internet marketing, innovation and growth, social CRM, and brand management. If we look at Hybrid Theory, those individuals who possess an understanding and a sliding scale of experience of all of the above can create their own destiny.

Executive-level marketers were asked to share their opinions on which brands currently set the standard for excellence. The results include Apple, Procter & Gamble, and The Coca-Cola Co. Honorable mentions were given to Google, General Electric, Nike, and McDonald’s. In social media, I would also add Starbucks, JetBlue, Dell, Virgin America, ebay, Cisco, among many others.

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Social media early adopters embrace investor relations, study finds

COMPANIES that are early adopters of social media for corporate communications are increasingly using channels like Twitter, Facebook and YouTube to deliver investor-related information, a new study has found. Conducted by Q4 Web Systems, which provides software for managing corporate and investor relations websites, the study looks at the social media activities of 362 companies [...]

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Social Media is Measured by the Sum of Its Parts

Social Media is greater than the sum of its parts, but it is these parts that define the socialization of business. Today consumers are interacting with peers, brands, and influencers in social networks at varying levels across more industries than you might possibly believe. The answers of who, what, when, where, how, and to what extent are out there; we just need to spend a moment searching for the insights necessary to galvanize meaningful social media content, branding, and engagement programs.

Instead of creating holistic programs that embrace social consumers through the distinct business channels that affect their decisions and experiences, we rush to networks to create a presence, one that may not fortify or represent the brand as well as we might think.

Hurry! Get a profile on Twitter, set up a brand page on Facebook. Let’s go go go!

While it may seem commonsensical or more importantly logical to create a strategy for social networks based on research, data, and perception, a recent study shed light on some interesting facts.

A May 2010 study by Digital Brand Expressions found that 52% of social marketers are running social media programs without a defined “game plan.” This finding is in line with an April report by R2Integrated that documented one-half of marketers were reacting to social rather than leading it.

Visibility is not the same as presence. In social media, presence is felt.

The Ingredients of Social Media Communications Plans

The Digital Brand Expressions report found that those who are approaching social media with a plan find that needs, concerns, and outcomes outweigh the current scope of activities. The study found that logistics contributed to visibility, but insight was absent from investing in presence. Most notably, resource allocation guidelines, registration of branded usernames in social networks and competitive research were among the top ingredients of a social marketing plan. Other tactical elements include:

71% establish metrics to measure ROI, which is in direct contrast with a previous study by Mzinga that found that over 80% of companies were not measuring ROI.

52% plan for ongoing monitoring

45% develop social media protocols and policies

39% create and distribute guidelines for professional and personal social media use

At the bottom of the list, we see that only 29% of businesses are introducing protocols and policies for the usage of social media by specific departments. As this is the socialization of business, multiple divisions will embrace social media at any one moment, from sales to service to HR to sales and marketing and everything in between. Social media indeed reveals the true 360-degree opportunity. The social consumer is many things to brands now and over time. And, to expect one representative or facet of business to track and engage with influential individuals in active and expansive networks is narrowing.

The question as to who owns social media is universal. Ownership begins within the team where social media championship is concentrated. As experience matures, social media extends and in many cases, “socializes” each sector. At the moment however, a land grab is in full effect with marketing taking the lead as the area responsible for the creation and management of social media plans. In fact 71% of respondents stated such with communications representing 29% , the executive team accounting for 16% and sales and IT tied with 10%.

The Last Mile Begins with the First Mile

In a recent post, I discussed the concept of The Last Mile and how social media would force businesses to adapt current practices to open-up traditional top-down methodologies by expanding engagement and interactive communications and feedback loops.

As previously stated, “Everything begins with a shift in perspective from viewing stakeholders as a separate entity, ‘us vs. them,’ to a singular view of ‘us ‘ as this enlivens a new era of community-focused marketing and engagement.”

The need for a new approach is inspired by the disconnect that exists not only between brands and social consumers, but also between the brand, management, and brand representatives in these emerging channels.

The socialization of business is forged in the last mile, but it is the first mile where strategy, planning, and the internal evolution of management and processes that inspires relevance and ultimately resonance.

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Australian IR pros see social media’s influence rising

ALMOST six out of 10 respondents to the Australasian Investor Relations Association’s (AIRA) 2010 IR Benchmarking Survey say they see social media’s influence increasing, while one in five has acted on or responded to information found through social media. The survey, conducted among AIRA’s corporate members in Australia and New Zealand representing more than $680 [...]

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#PRStudChat One Year Anniversary Announcement

It feels like yesterday when Angela Hernandez (@angelahernandez) asked me to contribute to her blog interview series, “Is PR Right for Me.”  What blossomed out of a blog post is our dynamic PR community, #PRStudChat.  Valerie Simon (@valeriesimon) and I are both happy that our community, which is dedicated to collaboration and educating students and PR professionals, has grown from a few to over 1,100 people (according to the @PRstudchat profile and number of followers). Hundreds of PR enthusiasts routinely participate in the monthly conversations creating more than 1,000 tweets in each hour-long session. Within this active community countless professional and personal relationships have evolved.

The very first #PRstudChat took place on August 19th 2009. With our one-year anniversary quickly approaching, we wanted to do something really special by inviting a guest that everyone would know; someone who has made an incredible contribution to learning and collaboration. We’re honored to have this extremely busy social media professional and Internet entrepreneur join us on August 25th at 8:30 p.m.  Our special guest is Jimmy Wales (@jimmy_wales), founder of Wikipedia!!

I met Jimmy a couple of years ago when he interviewed with me for my book, PR 2.0 New Media, New Tools, New Audiences. I was so impressed with his contribution to communications and the story of Wikipedia.  Jimmy joins us to answer questions about social media, collaboration and how PR professionals can participate in Wikipedia (the right way).

We’ll have more information shortly on the details of the session and more about the questions we will be asking.  For now, please help us spread the word that Jimmy Wales will be our #PRStudChat special guest for a super special one-year anniversary celebration!

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SEO 101: Questions From Our Press Release Optimization Webinar

For this edition of SEO Tip Jar I culled some questions from last week’s webinar on Press Release SEO presented by Alison MacDonald, Raschanda Hall and  yours truly.  We’ve held this webinar a few times now, and some questions keep coming up.  In that vein, I thought I’d start a mini-series answering your basic press [...]

Once More, with Feeling: Making Sense of Social Media

I was recently asked at a communications and marketing conference for senior executives when Social Media would start to appeal to all senses including, vision, hearing, smell, taste, and touch. It was an interesting question and the first time that I had heard it in public. My response was that it is already in full effect. To go one step further, much of the work I’ve studied and also the focus of much of my own work fuses aspects of sensory branding and marketing with elements of experiential and emotional marketing to appeal to the senses as well as to the emotions that inspire action.

In marketing today, it’s less about what we say about us and more about what people hear, feel, and in turn, say about us.

The “Me” in Social Media

While the culture and corresponding dynamics and mechanics of social media remain elusive to many executives and marketers, its purpose and promise are far more profound than we may realize. To that end, I believe that in order to unlock the methodologies and philosophies tied to effective and long-lasting social media strategies, we must remove our marketing capes and instead remember who we are as individuals.  There’s a “me” in social media for a reason and that is because everything in social networks and online for that matter, begins with us. We define our own experiences. We decide who we follow and who follows us. We choose which stories we read and those we share. And it is only those experiences that we connect with emotionally that compel us to push across our social graphs.

Before we are marketers, sales or service professionals, executives, employees, or leaders, we are human beings. And social media equalizes the playing field for media consumption, production and distribution. We are the champions who introduced businesses to Facebook, Twitter, YouTube, et al. We disrupted marketing. We disrupted communications. We disrupted media. More notably, we are affecting the very foundation of business itself by influencing the evolution of its culture, mission, purpose and how it communicates with its markets. You, me, and everyone with whom we connect online are no longer an audience for messages and gimmicks. We are no longer voiceless and faceless consumers who react quietly to public information. We are now part of the media ecosystem. And, we are stakeholders in the online communities where we define experiences and outcomes.

To connect with the social consumer here and now, we must be part of the community. We must approach business and the business of marketing and engagement with the same resolve we approach our own social networking. We must become the very people we’re trying to reach, because ultimately, we are consumers and we are stakeholders in the evolution of our social relationships and experiences.

Social Media is Rich with Emotion

As we are at the center of our individual experiences, social media then naturally becomes powered by emotion and all that moves us. If you love something, share it on Twitter. If something inspired you, blog about it. If an incredible event is unfolding before you, capture it on video or still and upload it to YouTube or Flickr. If someone captured your attention, connect with them or link back to their post or profile. What’s shared across each of these scenarios is the feeling that motivates us to publicly react. When I refer to sensory and experiential marketing, it is for this very reason. People are emotional creatures and their actions and decisions are driven by a combination of experience, education, instinct, and emotional intelligence.

For those who venture boldly into the very public universe that is social media, we slowly trade privacy for recognition, gaining confidence with every response, new connection, comment, retweet, and “like” we earn. We transform into digital extroverts intentionally or subconsciously seeking affirmation in all that we do, and it’s seductive, educational, and fulfilling when we learn how to manage and invest in our role in these new online societies.

Indeed there is an addictive quality to online interaction. While science is long tied to more personal forms of commercial engagement, we now have a new study that shows that emotion is indeed tied to social networking.


Rude Lovers©

Adam Penenberg a contributing writer to Fast Company volunteered as a test subject in Dr. Paul J. Zak’s “neuroeconomics” research, an emerging field that combines economics with biology, neuroscience, and psychology. The studies seek to “gauge the relationship between empathy and generosity.”

In a series of studies spanning nine years, Zak found that Oxytocin (aka the cuddle drug, not the pain killer Oxycontin) is not only the hormone that forms the bond between mothers and their babies, it is as Zak says, the “social glue” that adheres families, communities, and societies, and therefore acts as an “economic lubricant” to engage day-to-day transactions. Zak’s work has essentially recognized oxytocin as the human stimulant of empathy, generosity, trust, among other important social attributes.

Penenberg connected with Zak to learn if Zak’s research on oxytocin is applicable to social media research. In fact Penenberg’s experience is fascinating to me in more ways than I could possibly share. I too have long theorized that social media IS driven by emotion and as such, the interaction and relationships in which we place great value is indeed rooted in biology. And as such, we can learn from the behavior that ensues through not only biology, but other social sciences such as anthropology, sociology, ethnography, and psychology.

Penenberg’s telling post in Fast Company is worth the read, but in his own words, he summarizes the findings that should have massive implications for the future of socialized media, “…all of this research reinforces the idea that we are biologically driven to commingle, and suggests that online relationships can be just as real as those conducted offline.” He continues, “…social networking may increase a person’s oxytocin levels, thereby heightening feelings of trust, empathy, and generosity.”

In fact, in a series of three experiments in social networking, specifically with Twitter, Penenberg’s oxytocin levels jumped 13.2% while hormones related to stress waned. Zak concluded that Penenberg’s brain, “interpreted tweeting as if you were directly interacting with people you cared about or had empathy for.”

Will Work for Empathy

In my experience, empathy is a powerful ally and catalyst for sparking meaningful interactions and relationships in social media.  Individuals online are empowered and as such, their attention focuses on those who can demonstrate an awareness and understanding of their interests, challenges and options. Empathy is detectable and contagious.

To garner empathy, we must “feel” that moves our communities and markets. To do so, we must transcend listening and monitoring into a form of kinesthetic analysis to truly become the people we’re trying to reach.

I’m not just listening to you, I hear you. I see and feel what you’re saying.

If we look to forms of interpersonal, sensory, and experiential marketing, the cornerstone of connectivity is built upon meaning, relevance, and purpose. As such trust becomes a measure of metric to weigh our participation efforts and emotional marketing value (EMV) ranks our ability to demonstrate empathy and earn attention, support, and affinity. This insight should absolutely change how you approach social media, from design and imagery to intent and communication.


Source: Advanced Marketing Institute

As businesses seek to establish presence and prominence within these social networks, a sense of persona, character and purpose proves paramount. Those in charge of outbound strategies will have to expand their communications prowess with an understanding of digital sociology and psychology.

The Social Marketing Compass

As we plan for meaningful social media engagement, our strategy should be woven by a fabric of ethics, purpose and principles and bound by salient business goals and objectives. Inspired by a moral compass, I created The Social Marketing Compass, again with the artistic talents of JESS3, to serve as our value system when defining our program activities. The Social Compass made its debut in Chapter 21 of Engage!.

A compass is a device for discovering orientation and serves as a true indicator of physical direction. The Social Marketing Compass points a brand in a physical and experiential direction to genuinely and effectively connect with customers, peers, and influencers, where they interact and seek guidance online.

The socialization of the Web is powered by people and as such, it’s held to the same natural laws and rules that govern human behavior. The outer ring of the social compass guides brands from targets to technology to connection with emotions and empathy serving as the final step to engagement. Successful branding is magnified when individuals can establish a human and emotional connection. In social networks, the brand is represented by you and for that reason, we must factor in compassion, care, and feeling into our planning. Connect from the heart.

Behaviorgraphics: Visualize the “Me” in Social Media

Behaviorgraphics examines the “me” in Social Media. While it’s avatars that capture our attention, it’s personality that captures our heart and mind.

Social media tests the filter that divides inner monologue from disclosure. As our thoughts become words online, they color our avatars and profiles with a glimpse of our personality – who we are online and in the real world. Over time, it is how we put our words into action that establishes our character. And, it is our character, through the marriage of our words and actions that paves the way for relationships and opportunities. At the center of behaviorgraphics is benevolence. The unselfish and kindhearted behavior that engenders and promotes recognition and reciprocity, and in doing so, earns the goodwill of those around them. This is the hub of social networking with a purpose, mission, and a genuine intent to grow communities based on trust, vision, and collaboration.

Visualized once again with the help of JESS3

Influence is distributed across segmented personality traits and categorized by the prominence within specific nicheworks linked by interests. Activating social networks and the people within them is an act of communication to form an association. Therefore, we must understand much more than how content attracts varying levels of behavior, but also surface the personality characteristics of the people we’re hoping to establish connections and relationships.

In many ways, we become social psychologists and linguists who can speak to individuals in manners that appeal to their demeanor. And, since each of us are also consumers, we find ourselves not in any one group, but at any point in time, we can identify with several traits based on our engagement in varying circumstances.

May I Have Your Intention Please

As actions speak louder than words, intention also speaks volumes. While my work has not involved a lab such as Zak’s, it has experimented with the idea of connecting with individuals based on empathy and recognition in order to earn awareness, consideration and ultimately trust. It is the basis for my focus on R.R.S. (relevance, resonance, significance), social media’s new critical path.  Without relevance, we cannot trigger resonance, and without resonance, we cannot establish significance. As such, in social media, we earn the relationships, responses, and trust we deserve as measured through the emotional vibrations that reverberate across social graphs.

Now, once more with feeling…

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Nokia cuts PR wire earnings release to 41 words

NOKIA Corporation (NYSE: NOK) last week became the latest company to use the advisory news release process that IR Web Report has long urged companies to adopt for disclosure information. The mobile phone maker’s US PR wire earnings release on July 22 consisted of a 41-word alert issued through PR Newswire that linked to the [...]

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Hotties of investor relations

OK, this is not my usual earnest, well-reasoned post. Just so you’re forewarned: Here’s a bit of summer fluff. And this may be in bad taste, or even sexist.

Sex appeal isn’t an aspect of investor relations I ever considered, well, an aspect of investor relations. I’ve always thought of IR professionals as a cross between accountants and sales people – perhaps smooth talking but not all that sexy. I’ve met a few attractive IROs, but most of us are “interesting,” with nice personalities.

So imagine my shock – shock! – when I was scanning Dealbreaker, the gossipy tabloid-style Wall Street blog, and saw a headline that begins “Here Are Some Current IR Girls …” (I told you this could get sexist.)

What could I do? I had to click through, and it turns out New York Magazine has been all over this story – identifying the “hotties” of investor relations with a focus on the world of hedge funds. The young women, mostly shown in party pics, are in fact doing IR or business development or sales for asset management firms.

Now, for the other side of the story, it turns out New York also published a feature on male hotties of Wall Street – though the men pictured in expensive Tribeca apartments seem to include many whose titles indicate they actually manage assets, rather than just trying to catch the eye of people with bazillions to invest.

Well, there it is: Sex appeal and investor relations. Who would have guessed it?

(Please don’t cancel your subscription. This is as racy as IR Café will get.)

Hope you’re taking time out to have a little fun this summer!

© 2010 Johnson Strategic Communications Inc.