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Social Media
How to be Compliant and
Competitive

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Social Media How to be Compliant and Competitive
Dean DeLisle
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Founder and CEO of Forward Progress, Inc.
Train and Coach over 2,000 people a month
Trained and Coached over 75,000 in Social Network Skills
Over 30 years in Business Coaching, Consulting, and Training
Started Career at Merrill Lynch - 1981
Community Building, Social Networking, Social Media, Internet,
eMarketing, Lead Generation, eDu-selling, eLearning, eSelling
Over Two Billion Dollars in Sales, over 100 Million Leads, Helped
Thousands of People using Internet Based Leads
Financial Services, Banking, Insurance, Real Estate, Professional
Services, Legal, Accounting, Telecommunications, Technical,
Agencies, Auto, Retail, Educational and Channel Sales…..

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Accelerated Learning
• Less Time – Learn More
• Paired Share – Timed
• Raise Hand – Bring it back

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Social Networks – Where do you Stand?
YOU
ARE
HERE

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The Changing Landscape
• The Market
• The Information
• The Client

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The Issue with Social
Networks
 Connections
 Postings
 Links
 Updates
 Website Integration
Controlled by People

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Current Use of Social
Network Communication?
• Blogs
• Articles
• Postings
• Status Updates
• Emails
• Video/Photo
• Links

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Why Online Social
Networks?
• Interactive
• People Respond Better
• Builds Trust
• Builds Community
• Viral Activity
• Sharing

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Social Networks We
Already Know
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Ourselves
Your Company
BRPA
City/Country Clubs
Chambers
Industry Clubs
Organizations
Charities
ReligiousHealth
Network Groups
LinkedIn Groups

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Social Networks We
Already Know – Why?
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Trusted colleagues
Like-minded people hanging out
Similar friends and associations
You have more “Things” in common
Similar “Beliefs”
Recommended “IN”

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How Many Contacts Do You
Have That You Cannot See?
• That know YOU?
• That trust YOU?
• That have done business with YOU?
Networking
Beyond
One-to-One
• That would recommend YOU?
Dean
Sue
Pat
Mark

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Our Networks

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• LinkedIn Has Over 200 Million Members
• Average user has 240 “Connections”
• One degree from over 35,000 “Trusted Connections”
• Two degrees from over 3,200,000 “Trusted Connections”
• 160 Million unique visitors a month
• 1 million new members added per week
• 17.8 million members belong to groups
• 1.2 million comments and posts to groups weekly
• 2 billion people searches annually
• 2.7 million companies have a company page
OVER 1,000 to 1

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Our Networks

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What We Want
*Network Science
U.S. Army

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Regulatory Compliance Items
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Take Caution - For high regulation industries, social media can be
dangerous when used irresponsibly and communication may be subject
to legal discovery in the event of a lawsuit
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Best Practice - Adopt a social media policy among employees and
stick with it
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Cohesive with standing company by-laws
Cohesive with People Compliance Items
Training - Once a policy is adopted, training and coaching is a must;
especially for employees in sales, marketing, and public relations

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People Compliance Items
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Behavior - Code of Conduct
Communication Expectations – Personal and Business
Regulatory Compliance Reference
Social Media Guidelines - Rules of Engagement
Contractors and Endorsements
Moderation Guidelines
• Pre-moderation
• Community moderation
• Balanced online dialogue
Best Practices
Training and Support
Exceptions
Changes
Enforcement

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People Compliance Items
• Social Media Guidelines - Rules of Engagement
• Be transparent
• Be judicious
• Write about what you know
• Perception is reality
• It’s a conversation
• Are you adding value?
• Your responsibility
• Create some excitement
• Be a leader
• Mistakes
• Pause before you move

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5 Steps to Successful
Online Community Building

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Step 1 – Look Good
 Complete Profile
 Be Clear
 What will you do for others?
 Why & How?
 What do you want/need?
 Worth $4,000,000
Peer Review

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Step 1 – Look Good

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(877) 59 - COACH (592-6224)
Authenticity is ….

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(877) 59 - COACH (592-6224)
Authenticity Defined
• Genuineness
• Undisputed credibility
• Real, honest, worthy of belief, sincere
• True to one’s values, spirit, personality, and
character despite external pressures
• Congruence between who you are on the
inside and how you are on the outside
• Behavioral integrity – doing what you say
• Reciprocity, Mutuality

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Lets Make Sure – Look Good

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Look Good
Controlled and Guided
PRIVATE
PERSONAL
Locked
Down &
Training
PUBLIC
BUSINESS

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Step 2 – Get Found
Your Personal Business Keywords

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Step 2 – Get Found

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Step 3 – Training the Team
to “Be”
1. Be Compliant
2. Behave - Responsible
3. Be in Community
4. Be Social
5. Be Efficient - Online only 20 Minutes a
Day to your Target

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Your Social Results Plan

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Step 4 – Connecting
• Are you on LinkedIn?
• Is it okay if we connect?
Remember
your target!

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Connect - Ask

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Step 5 – Engagement
Interaction

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(877) 59 - COACH (592-6224)
Engagement Continuum v3
Consciousness; Tied
to Yearning,
Emotions
Disengaged
Comatose
• Asleep
• Spaced out
• Psychotic
Engaging
Mis-Engaging
Kind of
Sort of
Activity not
tied to
yearning
• Autopilot
Phatic:
social
niceties
Factual:
objective
data
Evaluative:
opinion &
judgment
Engaged
Gut Level:
emotions,
heartfelt
Deep
Engagement
Peak: *
What do
you care
about?
Dr. Bob Wright – Wright Leadership Institute
*Terms from Click: The Magic of Instant Connections by Ori & Rom Brafman
Transformative
Engagement

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Step 5 – Engagement

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Step 5 – Engagement

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Step 5 – Engagement - Groups
Two Exchanges Maximum
then Transfer them Offline!

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Step 5 – Interaction - Groups

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Step 5 – Interaction - Groups

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Watch and Listen

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Social Networks - Success
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Create a Policy
Create Guidelines
Look Good Together
Training
• Not just Technical!
• Engage Responsibly
• WatchListen
• Coach and Support

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Contact Us
Connect WITH Us!
dean@forwardprogress.net
TWITTER: www.twitter.com/deandelisle
FACEBOOK: www.Facebook.com/deandelisle/
FAN PAGE: www.Facebook.com/ForwardProgress
LINKEDIN: www.linkedin.com/in/deandelisle
Call (877) 592-6224
www.ForwardProgress.NET