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Constructing Scalable
Social Business Practices
                                        Presented By:
                                            Esther Lim
April 6 -8, 2012
Kuala Lumpur       CEO/Digital Strategist, The Estuary
   Malaysia                    www.theestuarysf.com
Talking Points
1. Myth Busting
2. Common challenges of
   implementing social
   media programs in
   business
3. What is a scalable social
   business practice
4. Top reasons every
   company should have
   one
5. Establishing the right
   program foundation
6. Scaling for growth
Roughly 79% of the big
                                                                  1
                                 organizations have only been
                                 using social media for 3-4 yrs



                                 Of that number roughly 51%
                                 have a formalized social
                                 business practice




                                 Social Media budgets correlate
                                 directly with the maturity level
                                 of the program


Chart Sources: Altimeter Group
Roughly 43% of companies
                                                                1
                                 have social media budgets of
                                 less than $100,000




    ‣ Companies with between 1000- 5000 employees had
      3.1( people on their social media team
    ‣ Companies with 100,000+ had 23.8 social media
      people (one person for every 4,200 staff members)

Chart Sources: Altimeter Group
Common Challenges	                    2
Lack of executive support
Resistance from internal culture
Measuring ROI: No formalization
Inability to integrate findings back
into the business process
Lack of resources
An ever-changing technology space
A looming increase in business
demands
A scalable social business
plan is a...                        3
 Blue print to architect a social
 program system that can grow
 with your company’s needs
 Guide to creating consistency in
 social media efforts
 Framework for collecting,
 extracting and sharing data/
 insights
 Protocol for how to deal with
 social media emergencies
What does it do?                        3
Company policies
Processes/procedures for planning and
execution of social media programs
Measurements and metrics
Required tools, materials, resources
Work flow for data sharing and action
items
Triage protocol for social media
emergencies
Templates, case studies for on-going
education
Top reasons companies
need a social business plan              4
 Drive revenue
 Reduce costs
 Gain insights
 Manage risk
 Increase efficiencies
 Deliver a consistent brand experience
 Control messaging
 Show progress and success
Establishing a
foundation for
  your social
   business
   program
Hire a good Social Strategist   5




Chart Source: Altimeter Group
What to look for in a Social Strategist   5




  Chart Source: Altimeter Group
Traits of a good social strategist   5




Chart Source: Altimeter Group
Four critical areas to develop                  5
        Getting Organized: Logistics


        Prepare and gather required tools and
        materials

        Set up a central file sharing system



        Develop a process for sharing knowledge
        and on going training
Getting Organized                            5
Audit your Assets
 Create a spreadsheet of all your social
 media sites
    The platforms
    The URLs
    Logins/Passwords
    The owners
 Conduct an audit on them
 Identify their status: Active, Abandoned,
 Fledgling, or Unknown.
Getting Organized                           5
Observe the branding
 Logo use
 Color palette
 Messaging
 Positioning


 Ask yourself: Is your brand consistently
 communicated across each platform?
 If not where are the inconsistencies?
Getting Organized                         5
Review the Content and Activity
  Are the platforms being updated with
  fresh content? Are they being
  maintained?
  What kind of content is posted there?
  # of fans, followers
  volume of activity
  Are customers/fans engaging?
  If so, what are they saying, doing,
  posting?
Prepare and Gather Required
Tools and Materials                   5
Assess what tools you’re using to
help you listen to the social web
Select and implement a single,
social listening tool.
Standardize how you want to collect
and share data
  Types of metrics
  Frequency of collection
  Format for sharing
  Frequency of review
Prepare and Gather Required
Tools and Materials                    5
Collect or develop legal documents
  Social Media Policy (if you have
  staff)
  Ethics and Disclosure Policy
  Community/Terms of Use Policy
  Privacy Policy
If developing policy materials don’t
forget to define your business
objectives
Prepare and Gather Required
Tools and Materials                            5
Develop your social escalation and triage
plans
  Identify actions considered for escalation
  Identify steps that need to be taken
  Identify key people to contact in:
    Product/Service Support, PR (For
    media/press), Marketing, Corporate
    Communications (For analysts), HR
  Identify how actions will be recorded for
  future learning
  Organize fire drills
Example
of a social
escalation
and triage
plan
Set up a file sharing system          5
Preferably set something up
online where all your social media
teams/consultants can access it
Make sure it’s secure against
external audience access
Suggestions:
  www.CentralDesktop.com (Free)
  Google Docs (Free)
  Dropbox (Free)
Set up a file sharing system              5
Upload documents that make it easy for
you and your team to execute social
programs easily:
  Legal documents
  Best practices
  Project briefs/schedules
  Measurement and reporting
  frameworks
  Business case and case study
  templates
  Training and educational materials
Set up a file sharing system         5
Encourage teams to share
knowledge through:
  Case studies
  Business cases
  Project documents
For multi-national companies:
  Set up regional files to account
  for localization and regional
  nuances
Develop a process for sharing
knowledge and training              5
Encourage teams to share project
experience or knowledge
Consider subscribing to local
Digital Marketing and Business
Associations to meet and discuss
social best practices with others
Scaling for Growth        6
Once the core system is
up, it can be shared to
offices on a regional
level with minor
oversight from the
original social media
team
Steps for architecting a
scalable community         6
Implement a social
listening program
Establish a curation
system
Have a community
growth strategy
Listening leads to insight,
which leads to action              6
               EARN ABOUT COMMUNITY
               DENTIFY ADVOCATES/TALENT
               ET CLEAR EXPECTATIONS




                                EACH
What am I
listening or
looking for?
‣ Product, service,
  brand comments
‣ Hot topics of
  discussions
‣ Community leaders
‣ Volume of
  Conversations
Social metrics provides direction




Insights   +   Actions   = Loyalty, Advocacy, Evangelism
Free Tools




How do I “hear” the conversations?


                                   Inexpensive
         Paid Tools
                                       Tools
Establish a Community
Curation System           6
Hierarchical review and
approval structure
Guidelines on roles and
expectations
Sample Curation System
   creators
                   ^
    contributors
                   ^
   Community           +
                   ^
   Curators

                   ^
    Spotters

                   ^
   Community
3
How to manage growth
Create a system for introducing new
members into the community
Senior community members
educate new members on
community rules
Provide a clear path of progression
for advancing in the community
Community progression
                                            • Community Contributor unlock
                                              through positive feedback mechanisms
                                              from community and content creator(s),
                                              completion of escalating content
                                              creation tasks


                          • Advocate Role unlock through
                            progressing a series of levels with
                            positive feedback from community peers


                • Levels unlock community privileges.
                  Unlocked through a combination of
                  earned and social points


  • Use Points (Social, play) for P2P
    recognition and engagement rewards
    - redeemable for community goods
Thank You



For more information or inquiries visit:
Esther Lim
www.theestuarysf.com
Or email: esther@theestuarysf.com
Follow me on Twitter: @geekgrl

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Kreative.Asia: Constructing Scalable Social Business Practices & communities

  • 1. Constructing Scalable Social Business Practices Presented By: Esther Lim April 6 -8, 2012 Kuala Lumpur CEO/Digital Strategist, The Estuary Malaysia www.theestuarysf.com
  • 2. Talking Points 1. Myth Busting 2. Common challenges of implementing social media programs in business 3. What is a scalable social business practice 4. Top reasons every company should have one 5. Establishing the right program foundation 6. Scaling for growth
  • 3.
  • 4. Roughly 79% of the big 1 organizations have only been using social media for 3-4 yrs Of that number roughly 51% have a formalized social business practice Social Media budgets correlate directly with the maturity level of the program Chart Sources: Altimeter Group
  • 5. Roughly 43% of companies 1 have social media budgets of less than $100,000 ‣ Companies with between 1000- 5000 employees had 3.1( people on their social media team ‣ Companies with 100,000+ had 23.8 social media people (one person for every 4,200 staff members) Chart Sources: Altimeter Group
  • 6. Common Challenges 2 Lack of executive support Resistance from internal culture Measuring ROI: No formalization Inability to integrate findings back into the business process Lack of resources An ever-changing technology space A looming increase in business demands
  • 7. A scalable social business plan is a... 3 Blue print to architect a social program system that can grow with your company’s needs Guide to creating consistency in social media efforts Framework for collecting, extracting and sharing data/ insights Protocol for how to deal with social media emergencies
  • 8. What does it do? 3 Company policies Processes/procedures for planning and execution of social media programs Measurements and metrics Required tools, materials, resources Work flow for data sharing and action items Triage protocol for social media emergencies Templates, case studies for on-going education
  • 9. Top reasons companies need a social business plan 4 Drive revenue Reduce costs Gain insights Manage risk Increase efficiencies Deliver a consistent brand experience Control messaging Show progress and success
  • 10. Establishing a foundation for your social business program
  • 11. Hire a good Social Strategist 5 Chart Source: Altimeter Group
  • 12. What to look for in a Social Strategist 5 Chart Source: Altimeter Group
  • 13. Traits of a good social strategist 5 Chart Source: Altimeter Group
  • 14. Four critical areas to develop 5 Getting Organized: Logistics Prepare and gather required tools and materials Set up a central file sharing system Develop a process for sharing knowledge and on going training
  • 15. Getting Organized 5 Audit your Assets Create a spreadsheet of all your social media sites The platforms The URLs Logins/Passwords The owners Conduct an audit on them Identify their status: Active, Abandoned, Fledgling, or Unknown.
  • 16. Getting Organized 5 Observe the branding Logo use Color palette Messaging Positioning Ask yourself: Is your brand consistently communicated across each platform? If not where are the inconsistencies?
  • 17. Getting Organized 5 Review the Content and Activity Are the platforms being updated with fresh content? Are they being maintained? What kind of content is posted there? # of fans, followers volume of activity Are customers/fans engaging? If so, what are they saying, doing, posting?
  • 18. Prepare and Gather Required Tools and Materials 5 Assess what tools you’re using to help you listen to the social web Select and implement a single, social listening tool. Standardize how you want to collect and share data Types of metrics Frequency of collection Format for sharing Frequency of review
  • 19. Prepare and Gather Required Tools and Materials 5 Collect or develop legal documents Social Media Policy (if you have staff) Ethics and Disclosure Policy Community/Terms of Use Policy Privacy Policy If developing policy materials don’t forget to define your business objectives
  • 20. Prepare and Gather Required Tools and Materials 5 Develop your social escalation and triage plans Identify actions considered for escalation Identify steps that need to be taken Identify key people to contact in: Product/Service Support, PR (For media/press), Marketing, Corporate Communications (For analysts), HR Identify how actions will be recorded for future learning Organize fire drills
  • 22. Set up a file sharing system 5 Preferably set something up online where all your social media teams/consultants can access it Make sure it’s secure against external audience access Suggestions: www.CentralDesktop.com (Free) Google Docs (Free) Dropbox (Free)
  • 23. Set up a file sharing system 5 Upload documents that make it easy for you and your team to execute social programs easily: Legal documents Best practices Project briefs/schedules Measurement and reporting frameworks Business case and case study templates Training and educational materials
  • 24. Set up a file sharing system 5 Encourage teams to share knowledge through: Case studies Business cases Project documents For multi-national companies: Set up regional files to account for localization and regional nuances
  • 25. Develop a process for sharing knowledge and training 5 Encourage teams to share project experience or knowledge Consider subscribing to local Digital Marketing and Business Associations to meet and discuss social best practices with others
  • 26. Scaling for Growth 6 Once the core system is up, it can be shared to offices on a regional level with minor oversight from the original social media team
  • 27. Steps for architecting a scalable community 6 Implement a social listening program Establish a curation system Have a community growth strategy
  • 28. Listening leads to insight, which leads to action 6 EARN ABOUT COMMUNITY DENTIFY ADVOCATES/TALENT ET CLEAR EXPECTATIONS EACH
  • 29. What am I listening or looking for? ‣ Product, service, brand comments ‣ Hot topics of discussions ‣ Community leaders ‣ Volume of Conversations
  • 30. Social metrics provides direction Insights + Actions = Loyalty, Advocacy, Evangelism
  • 31. Free Tools How do I “hear” the conversations? Inexpensive Paid Tools Tools
  • 32. Establish a Community Curation System 6 Hierarchical review and approval structure Guidelines on roles and expectations
  • 33. Sample Curation System creators ^ contributors ^ Community + ^ Curators ^ Spotters ^ Community
  • 34. 3 How to manage growth Create a system for introducing new members into the community Senior community members educate new members on community rules Provide a clear path of progression for advancing in the community
  • 35. Community progression • Community Contributor unlock through positive feedback mechanisms from community and content creator(s), completion of escalating content creation tasks • Advocate Role unlock through progressing a series of levels with positive feedback from community peers • Levels unlock community privileges. Unlocked through a combination of earned and social points • Use Points (Social, play) for P2P recognition and engagement rewards - redeemable for community goods
  • 36. Thank You For more information or inquiries visit: Esther Lim www.theestuarysf.com Or email: esther@theestuarysf.com Follow me on Twitter: @geekgrl