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Resource Planning Considerations for
Social Media
I said I would talk about

• How many people should you hire and what roles should
  they have?
• What business processes do you need to manage the
  program?
• What are the KPIs you need to look at and how do you
  troubleshoot when they are off from goal?
• What technologies do you need and what does it take to get
  them in place?
• What specific metrics should you use to validate social
  media projects and determine future investment?
                             2
That is too much to cover in detail




                    3
Why do we care?




     4
Social Media Usage is Exploding

• 3 out of 4 Americans use social technology*




 * Forrester, The Growth Of Social Technology Adoption, 2008

                                                       5
Social Media Usage is Exploding

• 3 out of 4 Americans use social technology
• 2/3 of the global internet population visit social networks*




 * Nielsen, Global Faces & Networked Places, 2009

                                                    6
Social Media Usage is Exploding

• 3 out of 4 Americans use social technology
• 2/3 of the global internet population visit social networks
• Visiting social sites is ahead of personal email as the 4th
  most popular online activity*




 * Nielsen, Global Faces & Networked Places, 2009

                                                    7
Social Media Usage is Exploding

• 3 out of 4 Americans use social technology
• 2/3 of the global internet population visit social networks
• Visiting social sites is ahead of personal email as the 4th
  most popular online activity
• And, it’s growing at 3X the rate of the overall Internet*




 * Nielsen, Global Faces & Networked Places, 2009

                                                    8
It’s changing your customers expectations




                      9
93% OF SOCIAL MEDIA USERS
BELIEVE A COMPANY SHOULD HAVE
A PRESENCE IN SOCIAL MEDIA
CONE, BUSINESS IN SOCIAL MEDIA STUDY, SEPTEMBER 2008

                                     10
85% BELIEVE THAT A COMPANY
SHOULD GO FURTHER AND ALSO
INTERACT WITH ITS CUSTOMERS
CONE, BUSINESS IN SOCIAL MEDIA STUDY, SEPTEMBER 2008

                                     11
You should know it’s not media




                     12
It’s communication




                     13
Every department uses communication




                    14
But, I’m going to focus on marketing




                      15
Specifically I’ll discuss

• Staffing




                      16
Specifically I’ll discuss

• Staffing
• Business Processes




                       17
Specifically I’ll discuss

• Staffing
• Business Processes
• Technology




                       18
Specifically I’ll discuss

•   Staffing
•   Business Processes
•   Technology
•   Measurement and Decision Making




                            19
Specifically I’ll discuss

•   Staffing
•   Business Processes
•   Technology
•   Measurement and Decision Making




                            20
Staffing




      21
How are the top brands staffed?




                  22
How are the top brands staffed?


                                                 • 11 channels
                                                 • 6 people



Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf
How are the top brands staffed?


                                                    • 11 channels
                                                          – 35 Twitter accounts

                                                    • 22+ people


Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf and http://www.dell.com/twitter
How are the top brands staffed?


                                                 • 10 channels
                                                       – 6 yr. old community with 1.7
                                                         MM users

                                                 • 35 people


Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf
How are the top brands staffed?


                                                     • 9+ channels
                                                     • 1,400+ people



Source: http://twitter.com/TWELPFORCE/status/3451116686
What return are they seeing?




                  27
What return are they seeing?

• Activity x Channels = Engagement




Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf
What return are they seeing?

1. Mavens
    –     High activity, many channels

2. Butterflies
    –     Low activity, many channels

3. Selectives
    –     High activity, few channels

4. Wallflowers
    –     Low activity, few channels




 Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf
What return are they seeing?




Source: http://www.engagementdb.com/downloads/ENGAGEMENTdb_Report_2009.pdf
Example Structure




                    31
Example Structure




                    32
Example Structure


  Leadership                           CMO/VP




   Director                            Program
                                       Director




  Managers       Social
               Networking
                             Social
                            Indexing
                                       Blogging   Monitoring   Measurement




    Doers
               Networkers   Indexers   Bloggers   Monitors      Analysts




                              33
Example Structure


   Leadership                           CMO/VP




    Director                            Program
                                        Director




   Managers       Social
                Networking
                              Social
                             Indexing
                                        Blogging   Monitoring   Measurement




     Doers
                Networkers   Indexers   Bloggers   Monitors      Analysts



Smaller programs either won’t need this layer or
will have fewer in it
                               34
Example Structure


  Leadership                           CMO/VP




   Director                            Program
                                       Director




   Managers      Social
               Networking
                             Social
                            Indexing
                                       Blogging   Monitoring   Measurement




    Doers
               Networkers   Indexers   Bloggers   Monitors      Analysts



You may need more or less people depending
how many channels you’re in.
                              35
Example Structure


   Leadership                           CMO/VP




    Director                            Program
                                        Director




   Managers       Social
                Networking
                              Social
                             Indexing
                                        Blogging   Monitoring   Measurement




     Doers
                Networkers   Indexers   Bloggers   Monitors      Analysts



Supporting roles scale with channel staff


                               36
Business Processes




     37
Operational Models




                     38
Operational Models

                 Call Center Model




   Dedicated staff exclusively focused on social communication



                              39
Operational Models

                  Call Center Model
           Pros                           Cons

• Focused staff               • Relationship segregation
• Can be outsourced           • Requires additional staff
• Highly scalable




                         40
Operational Models

          Hub and Spoke Model


       Marketing                Support




                   Monitoring
                    Team


        Sales                   Product

                       41
Operational Models

               Hub and Spoke Model
            Pros                          Cons

• Uses existing staff         • Can be a distraction from
• Improves the relationship     key priorities
  customers, partners, media, • Response times can be
  and others with core staff    slow
• Staff is “plugged in”       • May not be able to support
                                volume for large brands


                             42
Operational Models

• It’s not necessarily about hiring new people, it’s
  reconsidering what they’re doing.




                               43
Operational Models

• It’s not necessarily about hiring new people, it’s
  reconsidering what they’re doing.
• It’s not about eliminating conversation, it’s about generating
  more activity. Remember, it’s the Mavens that see financial
  performance gains.




                               44
Common Processes




               45
Common Processes

• Publishing




               46
Common Processes

• Publishing
• Response




               47
Common Processes

• Publishing
• Response
• Outreach




               48
Common Processes

•   Publishing
•   Response
•   Outreach
•   Networking




                 49
Common Processes

•   Publishing
•   Response
•   Outreach
•   Networking
•   Monitoring




                 50
Common Processes

•   Publishing
•   Response
•   Outreach
•   Networking
•   Monitoring
•   Governance




                 51
Example Workflow




                   52
Example Workflow




                   53
Technology




     56
Types of Tools




                 57
Types of Tools

              •   Aggregation
              •   Filtering/Sorting
              •   NLP
              •   Analysis
 Monitoring




                         58
Types of Tools

               • Collection
               • Processing
               • Visualization

 Measurement




                        59
Types of Tools

                 • Contacts
                 • Context


  Relationship
  Management




                         60
Types of Tools

              • Delegation
              • Supervision
              • Coordination

   Workflow




                      61
Types of Tools

               • Editing
               • Storage
               • Delivery

  Publishing




                       62
Example Configuration




                  63
Example Configuration




                  64
Measurement &
Decision Making



     65
High-Level KPIs
High-Level KPIs

                       Mentions




                  67
High-Level KPIs

                       Mentions


                       Traffic




                  68
High-Level KPIs

                       Mentions


                       Traffic

                       Conversions




                  69
High-Level KPIs

                       Mentions


                       Traffic

                       Conversions

                       Leads




                  70
High-Level KPIs

                       Mentions


                       Traffic

                       Conversions

                       Leads

                       Opps


                  71
High-Level KPIs

                       Mentions


                       Traffic

                       Conversions

                       Leads

                       Opps

                       Sales
                  72
High-Level KPIs

                       Mentions


                       Traffic

                       Conversions

                       Leads

                       Opps

                       Sales
                  73
Channel Health Indicators




                  74
Channel Health Indicators




                  75
Channel Health Indicators

• It goes much deeper
   – Group behavior
   – Social dynamics




                        76
Property Health Indicators




                   77
Property Health Indicators




                   78
Example Decision Making




                 79
Example Decision Making

• Measure which messages on which channels deliver value




                            80
Example Decision Making

• Measure which messages on which channels deliver value
• Requires an integration between social media monitoring
  and analytics to close the loop




                            81
Example Decision Making




  Mentions     Traffic    Conversions



                  82
Thank you!




    83

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