A copy of the presentation loosely followed in a terrific interactive discussion around collaborative engagement and how to attract and keep stakeholders engaged.

1. AFTERNOON PRE-SEMINAR WORKSHOP B
January 31, 1:00 p.m. to 4:00 p.m.
HOW TO IDENTIFY, CREATE AND ENGAGE YOUR
STAKEHOLDERS TO SUPPORT YOUR SOCIAL MEDIA
EFFORTS
“How might we engage our “How might we leverage the knowledge
workplace better?” that your organization and your partners
have?”
“How might we be truly “How might we change your
collaborative?” organizational culture?”
Innovation through Collaboration
1

2. Today’s Program -Takeaways
o An overview of stakeholder participation in a social
media setting; effective and ineffective practices
o How to successfully engage the crowd both inside
and outside your organization
o How to get the crowd to (willingly) do your work for
you
o Your “skin in the game,” what you need to do to
ensure that your stakeholders keep coming back to
participate in your innovation and collaboration
initiatives
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 2

3. Not a topic for today…
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 3

4. Today’s Program - Topics
1.Structure
2.Approach
3.People
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 4

5. Structure
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 5

6. Workshop…first up, some work
o Pick three words that you most
associate with collaborative
engagement
o Here’s the hint, there is way
more than three that I would
consider correct
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 6

7. Stakeholder Engagement..what is it?
Stakeholder engagement is the process by which a firm's stakeholders
engage in dialog to improve a firm's decision-making and accountability
toward corporate social responsibility (CSR) and achieving the triple bottom
line.
Stakeholder engagement works to take into account the concerns and
objectives of a firm's stakeholders in its decisions. Stakeholder engagement
takes into account the varying perspectives, priorities, and limitations of
different stakeholders.
The practitioners in stakeholder engagement are often businesses, non-
governmental organizations (NGOs), labor organizations, trade and industry
organizations, governments, and financial institutions.
..issue…collaborative engagement isn’t defined
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 7

8. My Three Words
o Trust (or the building of it)
o Communicate/Plan Together
o Commitment
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 8

9. Current Engagement Architecture?
Hoard Information
Risk Aversion
Stand Alone
Narrow Focus
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 9

10. New Architecture?
Broader goals
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 10

11. Approach
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 11

12. Understanding the Style of Engagement
CoP CoI Enterprise Open
o The starting point is that each engagement has its own DNA based on challenge, objectives, criteria,
participants, etc. We help you get each critical element aligned to your business objective (ie improving
your workplace, fixing financial forecasting, better building of your policy, client engagement/satisfaction for
your program, etc.)
o One end of the spectrum is a Community of Practice (participants who are experts in a particular field)
engagement and the opposite end is an Open (ie all citizens of Colorado) engagement with Communities
of Interest and Enterprise (ie department/organization wide) in between
o Each style triggers different success factors. For instance, a Community of Practice engagement usually
means there is an emphasis on:
• A (potentially) more detailed Campaign Challenge
• A more agile framework
• Active sponsor/client participation
• Targeted marketing and communications
• Community “skin”
• Clear ground rules on Follow Through
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc.
12

13. Have a Plan…
PubliVate Innovation Methodology
Stage One - Setup Stage Two - Campaign Stage Three – Follow Through
o With guidance from o Engagement Platform set up o Follow through on
PubliVate, client sets out and open for business communication
parameters for their o With “field ploughed”, o Follow through on reporting and
engagement and work on key participants sign up and start analysis
areas that will ensure populating the Engagement o Follow through on
success: Platform implementation of best ideas
• Business Objective o The platform is usually open o PubliVate provides supporting
• Campaign Team for 3-4 weeks tools to allow for a seamless
• Campaign Challenge o Leadership (and participants) transition
• Community continue to communicate
Engagement about Campaign, ensuring
o Platform Setup strong participation and
momentum throughout
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 13

14. Example #1 – vocalpoint
Engagement Drivers
o Early information
o Unfiltered sharing
o Empowerment
o Innovation
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 14

15. Example #2 – Justice Canada or a tale of two engagements
Area Justice Canada Nameless Client
Size 5000 people 7100 people
Dispersion Everywhere Generally concentrated
although regional
Type Enterprise internal Enterprise internal
Leadership Deputy Minister Asst Dep Minister
“Ask” “How might we continue “How might we improve our
to remain relevant as a workplace?”
department?”
Approach Core plus “cheerleaders”, Core?
community
communications plan
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 15

16. A Tale of Two Engagements - Results
Transaction Justice Canada Nameless Client
Registration 45% (2,333) 7.5% (486)
Ideas 789 244
Improvements 1,728 457
Ratings 14,253 1243
Views 63,938 10,291
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 16

17. Example #2 – Justice Canada
Engagement Drivers
o Great Plan (that was well
executed)
o Knew their crowd
o Knew what they wanted
o Transparent throughout
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 17

18. Example #3 – Quora
Engagement Drivers
o Simple plan
o Easy collaboration
o Knew what they wanted
o But…
…jury is still out I think…
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 18

19. Example #4 – ????
What’s Your Example
o Good, bad, or indifferent
o Lessons
o Drivers
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 19

20. SOME Engagement best practices
o Know what you want
o Do a pilot
o Time
o Communication
o Follow Through
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 20

21. People
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 21

22. Collaboration Engagement = Change Management
o More public servants are becoming involved in
collaboration exercises but it will be awhile
before they - and their Managers – are
comfortable with the changes coming about.
o Part of getting them there and having them
engage on a regular basis is understanding
key elements of the transition
CHANGE CREATIVITY MOTIVATION
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 22

23. Change
o It’s a change management
exercise
CHANGE  Be directive
 Be educational
 Be understanding
 Be aware when you plan
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 23

24. Creativity
The secret to creative thinking is to start with good problems. Then you need to turn
those problems into thought provoking challenges. After that, great ideas will almost
invent themselves.
Jeffrey Baumgartner
o Do your homework up front
o Provide basics around creativity to the
participants
CREATIVITY o Monitor what they do so you can support
them
o People will be creative in different ways
o You can nurture your stakeholders so that
they can improve their creativity
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 24

25. MOTIVATION Motivation
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 25

26. Participant Benefits
o Empowerment
o Community
o Recognition
o Engagement
…ideally, intrinsic motivation
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 26

27. Something that’s really different…
o They become interested
o They become organizers
o They become volunteers
o They become lots of things
o They…stay
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 27

28. Final Thoughts
o Know what you want to accomplish
o Senior leadership throughout
o Have a Plan
o Be Collaborative throughout
o Don’t forget about the Follow
Through
o There is no one size fits all
Proprietary and confidential. Not for re‐distribution without the explicit approval from PubliVate Inc. 28