These are most of my slides from the Optimization Summit presentation on Thursday, September 16 and Friday, September 17, 2010.
I had made a few last minute additions to the Friday deck. However, these apparently did not get saved, so those slides may look a little different than what you saw in person.
4. Here’s our gameplan…
Thursday, Part I: Strategic planning
• Auditing your activities
• Setting Benchmarks
• Developing a plan
Friday, Part II: Strategic Implementation
• Getting buy-in
• Time, technology and tools
• Measurement and results
kaneconsulting.biz | @JenKaneCo
5. Before we get started…
• There is no one right answer.
• I’m going to try to be media agnostic.
• You can have these slides later.
• I talk a lot. Feel free to stop me and ask
your questions whenever you have them.
• Get comfortable. We’re going to work…
not toil.
• I can’t spell.
kaneconsulting.biz | @JenKaneCo
8. Are you an “internal processor” or an “external processor?”
kaneconsulting.biz | @JenKaneCo
9. Are you an “auditory learner,” “visual learner,” or
“kinesthetic learner?”
kaneconsulting.biz | @JenKaneCo
10. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Set a goal.
5. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
11. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Set a goal.
5. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
12. K.D. Paine Measurement Checklist:
• What are your objectives?
• What audiences are you targeting?
• How would you prioritize these audiences?
• What are your KPI’s (key performance
indicators)?
• What is the right measurement tool?
kaneconsulting.biz | @JenKaneCo
13. ROI also includes:
• Return on participation,
engagement, or involvement.
• Return on experience.
• Return on influence.
kaneconsulting.biz | @JenKaneCo
14. To define “Return,” ask:
• What are we measuring, and why?
• What does success look like?
• How will we know when we get there?
• Are there incremental milestones worth
noting?
kaneconsulting.biz | @JenKaneCo
15. To define “Investment,”
factor in assets such as:
• Intellectual capital
• Resources
• Finances
• Campaign costs
kaneconsulting.biz | @JenKaneCo
16. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Set a goal.
5. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
17. Search native in each application…
kaneconsulting.biz | @JenKaneCo
18. …or use a measurement tool/service, such as:
kaneconsulting.biz | @JenKaneCo
19. Share of Voice.
500
450
400
350
Number of Mentions
300
250
200
150
100
50
0
Aggregator Mainstream Facebook Twitter Blogs Forums Forum Comments Buy Sell Videos Images
News Replies
Social Media Channel
kaneconsulting.biz | @JenKaneCo
20. Distribution of Voice.
600
500
400
Number of Mentions
300 United States
International
200
100
0
SIS Fletcher School Elliott School Korbel School
kaneconsulting.biz | @JenKaneCo
21. Tone of Voice (Sentiment).
40
35
30
Number of Mentions
25
20
15
10
5
0
Positive Somewhat Positive Negative Somewhat Negative
Tone
kaneconsulting.biz | @JenKaneCo
23. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Determine where social media is the right fit.
5. Set a goal.
6. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
25. The Clean Sweep Process: Dump | Lump | Sort
Clean Sweep Process
kaneconsulting.biz | @JenKaneCo
26. Toss Donate Keep
Or File
kaneconsulting.biz | @JenKaneCo
27. Who has a say in your social mix?
• Customer Support
• Public Relations
• Marketing/branding
• Sales
• Product Development
• Human Resources
kaneconsulting.biz | @JenKaneCo
28. How are we
doing, folks?
Any questions?
kaneconsulting.biz | @JenKaneCo
29. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Set a goal.
5. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
30. SMART Goals
• Specific (goals not resolutions)
• Measurable (proposes definitive results)
• Achievable (It seems do-able…challenging, yes - but not
overwhelming or absurd)
• Relevant/Relatable (addresses a practical issue / you’re
personally invested in the outcome)
• Time Limited (has a deadline attached)
kaneconsulting.biz | @JenKaneCo
32. For example:
• Publish two, search engine optimized blog
posts each week in an effort to increase blog
subscribers by 30% by January 1, 2011.
• Starting January 1, create one video tutorial
every 60 days for one year. Publish them on
our company YouTube channel in an effort to
increase subscribers by 50% by year’s end.
kaneconsulting.biz | @JenKaneCo
33. Our Thursday agenda:
1. Establish benchmarks and KPI’s.
2. Audit your existing social media “footprint.”
3. Collect ideas, inspiration and education.
4. Set a goal.
5. Support the goal with objectives, strategies
and tactics.
kaneconsulting.biz | @JenKaneCo
34. Goals.
Goals are broad, forward-thinking, idealistic
statements that include a reference to an
anticipated outcome.
kaneconsulting.biz | @JenKaneCo
35. Objectives.
Objectives describe the method you’re
going to use to reach each goal.
They address the “HOW?”
How much? How far? How many?
How big? How much $?
kaneconsulting.biz | @JenKaneCo
36. Strategies.
Strategies are clear, concise statements
describing activities or specific projects that
you need to complete (in a specific time
frame) in order to accomplish the “HOW.”
kaneconsulting.biz | @JenKaneCo
37. Tactics.
Tactics and timelines provide the “meat and
potatoes” for your plan.
What needs to happen first?
Who’s responsible for getting it done?
When does it need to be done by?
kaneconsulting.biz | @JenKaneCo
39. Shape your idea into a SMART goal
• Specific
• Measurable
• Achievable
• Relevant/Relatable
• Time Limited
kaneconsulting.biz | @JenKaneCo
40. Example goal…
“Clarify and establish long term healthy habits
that will help me to lose 25 pounds,
or two pants sizes, by December 31, 2010.”
kaneconsulting.biz | @JenKaneCo
41. What objectives will help you reach
this goal?
• How much?
• How far?
• How many?
• How much money?
kaneconsulting.biz | @JenKaneCo
42. Example objectives…
1. Eat less
2. Move more
kaneconsulting.biz | @JenKaneCo
43. What are your strategies for
accomplishing each objective?
• Specific activities…
• Specific projects…
• Specific timeframe…
…to accomplish the “how”
kaneconsulting.biz | @JenKaneCo
44. Example strategies…
Eat Less:
1. Join a weight loss program
2. Cook healthier meals
3. Eat smaller meals throughout the day
4. Reduce amount of soda I drink
kaneconsulting.biz | @JenKaneCo
45. What tactics will help you complete
each strategy?
• What needs to happen
first?
• Who’s responsible for
getting it done?
• When does it need to
be done by?
kaneconsulting.biz | @JenKaneCo
46. Example tactics…
1. Join a weight loss program
a) Sign up for free meeting at my neighborhood Weight
Watchers.
b) Check with my insurance company to see if any types
of programs are covered under my plan.
c) See if my spouse wants to join with me.
kaneconsulting.biz | @JenKaneCo
47. Attach timeframes to your tactics
• Dates
• Deadlines
• Accountability
kaneconsulting.biz | @JenKaneCo
48. Example tactics w-timelines…
1. Join a weight loss program
a) Sign up for free meeting at my neighborhood Weight
Watchers. [Wed 10/4 - ask Susan to come with me]
b) Check with my insurance company to see if any types
of programs are covered under my plan. [research
online next week]
c) See if my spouse wants to join with me. [talk about it
this weekend]
kaneconsulting.biz | @JenKaneCo
54. What are you thinking
about today?
kaneconsulting.biz | @JenKaneCo
55. Do you want to change any
goals, objectives, strategies
or tactics?
kaneconsulting.biz | @JenKaneCo
56. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
57. “Innovation is the mainspring of the new economy.
But as more and more companies compete in
ideas, the game changes to competing in the
implementation of ideas.
In this next stage of competition, getting an idea
gives way to getting it done.”
-Fast Company
kaneconsulting.biz | @JenKaneCo
58. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
59. One Ring to rule them all,
One Ring to find them,
One Ring to bring them all
and in the darkness bind them.
kaneconsulting.biz | @JenKaneCo
60. I’m just
playing
devil’s
advocate
here, but…
kaneconsulting.biz | @JenKaneCo
61. Read Chapter 22
Building Marketing and
Service Teams Around Social
Media Programs
kaneconsulting.biz | @JenKaneCo
62. Here’s the truth about social media:
1. It will never be perfect.
2. You will never be totally in control of it.
3. Some people will say things you don’t
want to hear.
kaneconsulting.biz | @JenKaneCo
63. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
64. Social media is very, very
easy to do…badly.
kaneconsulting.biz | @JenKaneCo
65. Find the right medium.
• Best fit for target audiences.
• Best fit for your brand voice.
• Best fit for your CLO’s personality.
• Best fit with time/technology your client
has available.
kaneconsulting.biz | @JenKaneCo
67. Optimize your assets. (SMO)
• Profile information & social content.
• Tags for content & social objects.
• Link sharing.
kaneconsulting.biz | @JenKaneCo
68. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
69. You already know how to use
these tools correctly.
kaneconsulting.biz | @JenKaneCo
70. Engage with intention and purpose.
• Establish a content “voice.”
• Identify key communication points.
• Write content that plays to the strengths of
the channel.
• Seed conversations with optimized
keywords.
kaneconsulting.biz | @JenKaneCo
72. How are we
doing, folks?
Any questions?
kaneconsulting.biz | @JenKaneCo
73. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
74. Engage in response to an alert/notification …
kaneconsulting.biz | @JenKaneCo
75. Set up a social dashboard: “air traffic control” for your social media channels.
kaneconsulting.biz | @JenKaneCo
79. Engage when others are predicted to gather.
kaneconsulting.biz | @JenKaneCo
80. Our Friday agenda:
1. Get buy-in on your plans.
2. Evaluate time, technology and tools.
3. Determine engagement strategies.
4. Monitor the conversations.
5. Measure your results.
kaneconsulting.biz | @JenKaneCo
81. What you are measuring?
• Reach: who read this info and where
did they read it?
• Sentiment: how did they feel about
what they read?
• Conversion: what did they do as a
result of what they read?
kaneconsulting.biz | @JenKaneCo
82. Again, you can search native in each application…
kaneconsulting.biz | @JenKaneCo
83. …or use a measurement tool/service, such as:
kaneconsulting.biz | @JenKaneCo