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SOCIAL MEDIA:
THE STRATEGIC CONTEXT
Connie Crosby, MA, MLS - @conniecrosby
Social Media & Public Libraries
Toronto, Monday, October 3, 2016
Social Media:
The Strategic Context
Governance
Objectives
Social Media Strategy Framework
section
SOCIAL MEDIA FRAMEWORK
• Adapted from Social Media Strategy
Framework by Ross Dawson,
Advanced Human Technologies
• Creative Commons Attribution-Share
Alike 3.0 License
• ahtgroup.com
• Direction within the framework
depends on how you want to get
started
• Look and plan before you leap
• Get your feet wet and jump in
• First step is to LEARN!
SOCIAL MEDIA FRAMEWORK
LEARN
OBJECTIVES
GOVERNANCE
DEFINE
ACTIVITIES
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN
LEARN
OBJECTIVES
GOVERNANCE
DEFINE
ACTIVITIES
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN
• How do you keep up with the latest
developments in social media?
• Use social media yourself
• Study relevant case studies
• Educate senior executives
• Hear from practitioners
• Explore the latest trends
LEARN
• Identify relevant social media
monitoring tools
• Learn how you can best use the tools
• Discover what's said about you and
your library, your areas of interest, your
community or your audience
• Find relevant communication and
conversations
• Uncover key influencers
LISTEN
• Where is your audience online?
• How do you engage online
audiences?
• Enter the conversation
• Provide relevant content
• Build communities
• Engage with influencers
• Respond positively
• Forrester’s - Groundswell
• Social Technographics Ladder
http://empowered.forrester.com/groundswell/images/groundswell_figure_3-2.jpg
ENGAGE
• What measures will be meaningful?
• Set relevant measures of success
• Monitor measures routinely
• Capture and communicate success
stories
• Periodic reports to senior staff
• Tie it back to your strategy/objectives
• Refine your strategy and measures
MEASURE & REFINE
LEARN
OBJECTIVES
GOVERNANCE
DEFINE
ACTIVITIES
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN
LEARN
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN
• Identify internal champions for social
media
• Train and support champions and staff
• Keep abreast of developments
• Establish pilot program
• Develop a culture of responsible
transparency (change in culture)
• Organize your team (see
Governance)
DEVELOP CAPABILITIES
LEARN
OBJECTIVES
GOVERNANCE
DEFINE
ACTIVITIES
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN
LEARN
DEFINE
ACTIVITIES
DEVELOP
CAPABILITIES
MEASURE
ENGAGE
LISTEN OBJECTIVES
GOVERNANCE
section
OBJECTIVES
• How social media efforts can fit into
your existing strategies
• How different audiences or
communities have different levels of
engagement online
• Planning your organization’s method
for responding to queries and
comments
• Methods for building online
communities
• Look for measurement that is
meaningful
OBJECTIVES
• Marketing & Communications
• Public Relations
• Community Outreach
• Recruitment
• Content
SOME STRATEGIES SUPPORTED
BY SOCIAL MEDIA
• Strategy: Fill upcoming vacancies
with new staff members who will
advance the Library
• Objective: Use social media to recruit
quality candidates for 3 upcoming
positions.
• Tactic/activity: Develop Facebook
page to highlight careers at the
Library. Ask staff to join and invite their
friends.
• Tactic/activity: Hold career in the
Library Q&A on Twitter. Decide on a
unique hashtag.
EXAMPLE: RECRUITING
• Measures should flow from the
objectives and tactics
• From our previous example:
• track number of new people on
Facebook page and their
engagement (likes, comments,
questions, number of people signed
up for events)
• Number of people participating in
Twitter event, number of replies,
retweets, likes, and profile click-
throughs
• Ultimately: number of candidates
and success in hiring
MEASUREMENT
measure
measure
measure
measure
section
EXERCISE
OBJECTIVES
• Small group exercise
• Bullet out 4-6 objectives for your own
organization
• Share with the small group
• Select spokesperson to share with the
larger group
OBJECTIVES
section
GOVERNANCE
• Planning
• Who does what?
• Who is responsible?
• Identifying opportunities
• Understanding risks
• Mitigating risks
GOVERNANCE
• Decentralized
• Centralized
• Hub and spoke
• Multiple hub and spoke
• Holistic
• Source: Jeremiah Owyang
http://www.web-strategist.com/blog/2010/04/15/
MODELS FOR
ORGANIZING TEAMS
• No one group organizes efforts
• Efforts originate on the edges
DECENTRALIZED
• One group organizes all efforts from
the top down
• Used in regulated industries e.g.
healthcare, financial
CENTRALIZED
• Cross functional team organizes efforts
from the center
• Centralized resources
HUB AND SPOKE
• Also known as “dandelion”
• Multiple hubs and spokes organized
around a central cross-functional
team
• Usually organizations with sites in
multiple locations
MULTIPLE HUB AND SPOKE
• Everyone’s efforts are distributed
equally and consistently across the
organization
HOLISTIC
• Security
• Liability
• Personal Safety
• Reputation
• Negative reactions
• Expectations
• Participating vs. Not participating
• Participating badly!
UNDERSTANDING RISKS
• Set expectations
• Authenticity
• Honesty
• Transparency
• Set clear social media policies
• Communicate policies internally
MITIGATING RISKS
• Modify existing policy where possible
• E.g. HR staff policy
• Social media policy for the public
• Comment policy
• Privacy
• Sources:
•Other libraries
•Social Media Policy Database
http://socialmediagovernance.com/policies/
•Socialmedia.policytool.net
POLICIES
section
EXERCISE
SOCIAL MEDIA POLICY
• Individual exercise
• Social Media Policy Tool:
Use online tool to draft a social media
policy for your organization
• http://policytool.net/
SOCIAL MEDIA POLICY
section
DEFINE ACTIVITIES
• Which tasks will you focus and devote
your energies to?
• Define first and subsequent phases
• Target initial platforms
• Make sure this connects you with your
audience
• Identify resources required
• Establish responsibilities and time
commitment
• Link to offline marketing /
communications / advocacy /
outreach activities
• Consider live events
DEFINE ACTIVITIES
• Website or Blog at the centre
• Push content to/from social media
sites
HUB AND SPOKE - CONTENT
Thank you!
Connie Crosby
@conniecrosby / connie@crosbygroup.ca
Developed with
Daniel P. Lee
@yankeeincanada

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Crosby social media the strategic context

  • 1. SOCIAL MEDIA: THE STRATEGIC CONTEXT Connie Crosby, MA, MLS - @conniecrosby Social Media & Public Libraries Toronto, Monday, October 3, 2016
  • 2. Social Media: The Strategic Context Governance Objectives Social Media Strategy Framework
  • 4. • Adapted from Social Media Strategy Framework by Ross Dawson, Advanced Human Technologies • Creative Commons Attribution-Share Alike 3.0 License • ahtgroup.com • Direction within the framework depends on how you want to get started • Look and plan before you leap • Get your feet wet and jump in • First step is to LEARN! SOCIAL MEDIA FRAMEWORK
  • 6. • How do you keep up with the latest developments in social media? • Use social media yourself • Study relevant case studies • Educate senior executives • Hear from practitioners • Explore the latest trends LEARN
  • 7. • Identify relevant social media monitoring tools • Learn how you can best use the tools • Discover what's said about you and your library, your areas of interest, your community or your audience • Find relevant communication and conversations • Uncover key influencers LISTEN
  • 8. • Where is your audience online? • How do you engage online audiences? • Enter the conversation • Provide relevant content • Build communities • Engage with influencers • Respond positively • Forrester’s - Groundswell • Social Technographics Ladder http://empowered.forrester.com/groundswell/images/groundswell_figure_3-2.jpg ENGAGE
  • 9. • What measures will be meaningful? • Set relevant measures of success • Monitor measures routinely • Capture and communicate success stories • Periodic reports to senior staff • Tie it back to your strategy/objectives • Refine your strategy and measures MEASURE & REFINE
  • 11. • Identify internal champions for social media • Train and support champions and staff • Keep abreast of developments • Establish pilot program • Develop a culture of responsible transparency (change in culture) • Organize your team (see Governance) DEVELOP CAPABILITIES
  • 14. • How social media efforts can fit into your existing strategies • How different audiences or communities have different levels of engagement online • Planning your organization’s method for responding to queries and comments • Methods for building online communities • Look for measurement that is meaningful OBJECTIVES
  • 15. • Marketing & Communications • Public Relations • Community Outreach • Recruitment • Content SOME STRATEGIES SUPPORTED BY SOCIAL MEDIA
  • 16. • Strategy: Fill upcoming vacancies with new staff members who will advance the Library • Objective: Use social media to recruit quality candidates for 3 upcoming positions. • Tactic/activity: Develop Facebook page to highlight careers at the Library. Ask staff to join and invite their friends. • Tactic/activity: Hold career in the Library Q&A on Twitter. Decide on a unique hashtag. EXAMPLE: RECRUITING
  • 17. • Measures should flow from the objectives and tactics • From our previous example: • track number of new people on Facebook page and their engagement (likes, comments, questions, number of people signed up for events) • Number of people participating in Twitter event, number of replies, retweets, likes, and profile click- throughs • Ultimately: number of candidates and success in hiring MEASUREMENT measure measure measure measure
  • 19. • Small group exercise • Bullet out 4-6 objectives for your own organization • Share with the small group • Select spokesperson to share with the larger group OBJECTIVES
  • 21. • Planning • Who does what? • Who is responsible? • Identifying opportunities • Understanding risks • Mitigating risks GOVERNANCE
  • 22. • Decentralized • Centralized • Hub and spoke • Multiple hub and spoke • Holistic • Source: Jeremiah Owyang http://www.web-strategist.com/blog/2010/04/15/ MODELS FOR ORGANIZING TEAMS
  • 23. • No one group organizes efforts • Efforts originate on the edges DECENTRALIZED
  • 24. • One group organizes all efforts from the top down • Used in regulated industries e.g. healthcare, financial CENTRALIZED
  • 25. • Cross functional team organizes efforts from the center • Centralized resources HUB AND SPOKE
  • 26. • Also known as “dandelion” • Multiple hubs and spokes organized around a central cross-functional team • Usually organizations with sites in multiple locations MULTIPLE HUB AND SPOKE
  • 27. • Everyone’s efforts are distributed equally and consistently across the organization HOLISTIC
  • 28. • Security • Liability • Personal Safety • Reputation • Negative reactions • Expectations • Participating vs. Not participating • Participating badly! UNDERSTANDING RISKS
  • 29. • Set expectations • Authenticity • Honesty • Transparency • Set clear social media policies • Communicate policies internally MITIGATING RISKS
  • 30. • Modify existing policy where possible • E.g. HR staff policy • Social media policy for the public • Comment policy • Privacy • Sources: •Other libraries •Social Media Policy Database http://socialmediagovernance.com/policies/ •Socialmedia.policytool.net POLICIES
  • 32. • Individual exercise • Social Media Policy Tool: Use online tool to draft a social media policy for your organization • http://policytool.net/ SOCIAL MEDIA POLICY
  • 34. • Which tasks will you focus and devote your energies to? • Define first and subsequent phases • Target initial platforms • Make sure this connects you with your audience • Identify resources required • Establish responsibilities and time commitment • Link to offline marketing / communications / advocacy / outreach activities • Consider live events DEFINE ACTIVITIES
  • 35. • Website or Blog at the centre • Push content to/from social media sites HUB AND SPOKE - CONTENT
  • 36. Thank you! Connie Crosby @conniecrosby / connie@crosbygroup.ca Developed with Daniel P. Lee @yankeeincanada