Overview of white paper, Social Media, Risks, and Policies for Associations, providing guidance in writing a social media policy. White paper available http://bit.ly/893ci4.

1. Association Network Exchange Social Media, Risks, and Policies for Associations Leslie T. White, CPCU, CIC, ARM, CRM Croydon Consulting, LLC February 17, 2010

2. http://bit.ly/tmoC0

3. Clarity over control . . . If everyone involved knows the purpose of the organization’s social media initiatives – if each individual is clear about his or her role in achieving that purpose and the parameters in which they can participate – those social media initiatives will be that much more successful from the start.

4. Risk Assessment Identify the risks Analyze the risks Prioritize

5. Risk Mitigation Adopt policies Monitor the social web so you know what people are saying Provide education on legal issues Provide education on social media principles Update insurance coverages

6. Building Social Media Capacity Monitor social web Develop social media strategy Assess & mitigate risks Appropriate insurance coverage Adopt policies & guidelines Interdepartmental social media collaboration Education

7. Policy Characteristics Built on trust Practical Designed to educate Without absolutes In plain language Friendly Consistent Prepare for mistakes Clear about process

8. Writing Tips Pick one audience Refer to other organizational policies Forget about the tools Write more DO’s than DON’Ts Copy from folks who are making it work

9. Key Components Preamble Main guidelines Conclusion

10. Main Guidelines Personal responsibility Applicable organizational policies Confidential & proprietary information Intellectual property & link love Community & value Authenticity & transparency Exercise good judgment Write what you know Fixing mistakes Policy infractions & due process Productivity

11. Policies, Clarity & Making it Work Cultural, organizational & individual shift Organizational collaboration – social media is everyone’s responsibility Clarity of purpose instead of command & control

12. Questions? Thanks to Lindy Dreyer and Maddie Grant, CAE of SocialFish, LLC for allowing me to collaborate on this white paper. Visit their web site www.socialfish.org for more awesomeness on social media strategy and know how. Leslie T. White, CPCU, CIC, ARM, CRM Croydon Consulting, LLC www.croydonconsult.com Twitter: @ltwhite Email: Lwhite@croydonconsult.com Risky Chronicleshttp://riskychronicles.wordpress.com/ 410-544-0913