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Stanton Chase International
Social Media Update, Bogota, 2011
Content
• General BE Structure
• Review of Strategy, Objectives,
  Deliverables & Content Platform
• Case Study, Financial Services in the
  Middle East
• The StantonChase.com Social Media
  Face-Lift
• Our Social Media Presence & Usage
• SCI Social Media Guidelines & Best
  Practices
BE Content & Structure
•   Branding & Marketing Strategy                    North America
     • Marketing Collateral
     • Public Relations & Brand Development
     • Social Media , Stimulate Growth for
        PGs and Regions
     • Diversity, Create a Team / Practice




                                                                     ASPAC
•   Best Practices




                                              EMEA
     • One Face to the Client
     • Brand Compliance
     • Schema
     • Training & Development
•   Market Analysis & Product Development
     • Competitive Analysis
     • Gap Analysis
     • Current Service Portfolios Analysis
     • Product Development Structure                 Latin America
•   AESC
     • Enhance benefits & Explore new
        services
Review of Strategy, Objectives,
Deliverables & Content Platform
since Lisbon
SOCIAL MEDIA REVIEW
SOCIAL MEDIA STRATEGY
                             Social Media

   Hire a        Write on Your              Incoming Links      Optimize
 Ghostwriter         Own

     Write                                                      Expertise
                  Build a Blog / Newsletter / Brand
    Video                                                      Add Value

   Podcast                                                          Target
                        Micro-Blog It / Twitter
 Presentations



      Facebook       LinkedIn          Newsvine              Etc…

       Friends       Business
                     Relations
SOCIAL MEDIA STRATEGY
              Become a Firm of Endearment amongst
              global C-Suite Executives, by building a
The Message   strong Integrated Content Platform and
              strategy that engages them, and deliver first

“No           class Added Value Content that invigorates
              & engages with our audiences on a

Content =     structured variety of topics, engage
              Intellectually with Leaders, drive Online Traffic

No Social     to and around our websites, personal profiles,
              and content, and position ourselves as

Media”        experts on key issues of concern to our
              client executives, with the purpose of
              capturing leads that translate into
              business.
Key Objectives Social Media 2011

PLANNED
Stanton Chase become a firm of Endearment
  amongst global C-Suite executives. In order to
  achieve that goal we need to:
  • Build a strong Content Platform and Strategy that
    engages them through our Social Media activity
  • Deliver first class, added value content that invigorates
    and engages with C-Suite Executives
Key Objectives Social Media 2011
                              “Delivered the
DELIVERED                     ExecutiveNewsw
                              ire.com platform
                              which has
                              tremendous
                              usage across
                              Stanton Chase
                              and viewership
                              across regions.”
Key Issues Social Media 2011

           DELIVERED
           •   165 Articles
           •   7 Pages
           •   50 Categories
           •   5,403 Unique Visitors
           •   15,900 Page Views
Readers from 107 Countries
           Top 20 Countries
           1. United Arab Emirates   11. Germany
           2. United States          12. Czech Republic
           3. Greece                 13. Switzerland
           4. India                  14. Qatar
           5. United Kingdom         15. Australia
           6. Turkey                 16. Belgium
           7. Romania                17. Netherlands
           8. Canada                 18. France
           9. Bulgaria               19. Lebanon
           10. Saudi Arabia          20. Egypt
Traffic Source Overview
           Top 15 Traffic Sources
           1. Direct            11. AOL
           2. Google Organic    12. Baidu
           3. LinkedIn          13. Twitter
           4. Facebook          14. Mail
           5. SurveyMonkey      15. Live
           6. Yahoo
           7. Bing
           8. Google +
           9. Facebook Mobile
           10. Ask
Offices Generating Content
           Top Content Contributors
           1.    Athens       11. China
           2.    Turkey       12. Mumbai
           3.    Budapest     13. Dubai
           4.    Istanbul     14. Baltimore
           5.    Lisbon
           6.    Sofia
           7.    Vienna
           8.    Zurich
           9.    Chicago
           10.   Dallas
Key Objectives Social Media, 2012

NEXT STEPS
• Build a Content / Publishing Calendar for 2012 that involves different
  consultants & partners from a number of offices, across regions,
  which represents and addresses Executive and Leadership Capital
  concerns that our clients are facing, and drive it.
• A more agressive call for readership, subscriptions and
  membership.
• Enhance our online presence by face-lifting our online presenation
  of people, offices and corporate brand, by interconnecting our
  Intranet, Internet, and other Social Media, allowing us to be more
  connected, reachable and networked.
• Present Key Guidelines & Best Practices for using Social Media
  within Stanton Chase International
How Shane Phillips penetrated into
a heavily guarded Financial
Services Sector, and achieved a
Blue Ocean Offering using Social
Media.
CASE STUDY:
FINANCIAL SERVICES
Case Study: Financial Services ME
PROBLEM
• Financial Services in the Middle East is characterized by
  strong boutiques presence that offers highly specialized
  expertise, with strong presence in key global markets.
• Extremely difficult to penetrate by a global firm which is
  NOT strong in Financial Services, and little to no stable
  presence in key global FS Hubs
• Clients are hardly willing to entertain even a casual
  meeting with our consultants
• We needed a strategy that will help us penetrate into
  clients
SOCIAL MEDIA STRATEGY
                             Social Media

   Hire a        Write on Your              Incoming Links      Optimize
 Ghostwriter         Own

     Write                                                      Expertise
                  Build a Blog / Newsletter / Brand
    Video                                                      Add Value

   Podcast                                                          Target
                        Micro-Blog It / Twitter
 Presentations



      Facebook       LinkedIn          Newsvine              Etc…

       Friends       Business
                     Relations
Case Study: Financial Services ME
SHANE’S ACTION PLAN
BRAND STRATEGY
• Decided on a Brand Strategy that will penetrate past all the barriers
• RISK as a Vehicle into a Strong Financial Services Presence
• Establish Shane Philips as THE reference on RISK matters
CREATE CONTENT
• Established Boardroom Strategies Business Breakfast Series
• BSBB #1: The Changing Role of the COO, Panel Discussion, highlighting RISK as a
  major trending Issue for last 20 years.
• BSBB#2: RISK Management, 2 Hour Training breakfast with Jan Bladen
• Setup a LinkedIn Group: Risk Middle East
• Setup a Blog for Himself: ShanePhillips.net
• Wrote a series of Articles in and around Risk & Posted them on LinkedIn Group,
  Executive Newswire, Blog.
• Setup a deal wit CEO Middle East Magazine to Interview the top 3 CEO’s in the Middle
  East in Financial Services.
Case Study: Financial Services ME
RESULTS
• He was contacted and approached by James Lam, the first person in the
  world to take on a CRO role, who found his discussion on RISK through
  LinkedIn. Now setting up a Global Webinar with him and a local Paid
  Seminar.
• He Secured Interviews with the Three CEO’s he was targeting because he
  surrounded them with his Content, so that when he approached, they were
  open to the conversation.
• He created a strong turnaround, from no assignments from Nov 10 to April 11,
  to billings of 450,000 USD from May 11 to October 11.
• He is now being invited to meet with some of the strongest local and
  international banks based in the UAE and Saudi Arabia.
• He has submitted additional Proposals to the tune of 300,000 USD in
  addition to the already existing billings.
• He transformed his unsuccessful Push Strategy into a Pull Strategy, where
  clients are calling him for meetings.
Enhancing our Personal & Corporate Brand and
Networkability through Social Media
WEBSITE / SOCIAL MEDIA FACE-LIFT
Suggested Face-Lift Elements

• A Socialized Home Page
• An Enhanced office page
   • V-Card, Follow “Office”, Share
• A more concise, light Team page
   • V-Card,
• Click through to an enhanced Individual Page
• Seamless Self-Customization of Individual Internet
  page thru Intranet Access
The Home Page
How we appear on LinkedIn, Twitter,
YouTube, Facebook, etc…
OUR SOCIAL MEDIA
PRESENCE
Our Presence on Social Media

LinkedIn               Considerations
Company Page = 5       •   Do we consolidate under one company
                           Page or open it up to Offices to create
Groups = 11                different company pages.
Team = 486 Profiles    •   Should we offer Jobs / Promotions in
                           groups?
Job Postings = 1 + 6   •   Should we offer job posts in careers or
                           groups?
                       •   Is it OK to Post a Job for an internal
                           position of Researcher or consultant?
                       •   Should we show “Follow Us on
                           LinkedIn” on our Website homepage?
Our Presence on Social Media

Twitter           Considerations
Tweets = 59       •   Is it time to start tweeting all Articles
                      and Posts from ExecutiveNewswire to
Followers = 102       our twitter account?
Following = 0     •   Should we show “Follow Us on Twitter”
                      on our Website homepage?

                  IMPORTANT:
                  • We need an active action plan to
                     grow our follower base!
                  • TARGET: 4,000 followers by Dec 12
Our Presence on Social Media

Facebook      Considerations
Pages = 3     •  Shouldn’t we be regulating SCI Activity on
                 Facebook rather than just saying no to it? If we
Groups = 3       ignore it, does it not effect our branding to be
                 presented in a poor image?
              • Should we continue with Pages and Groups,
                 and get offices to manage their own within
                 guidelines?
              IMPORTANT:
              • Consolidate under one Company, Stanton
                 Chase International.
              • Develop a Branded Company Page
                 consistent with our branding.
Our Presence on Social Media

YouTube              Considerations
Videos = Around 15   •   Should we consider a consolidated
                         Stanton Chase International Channel
SC Channels = 4          with more than 15 videos.
Ind Channels = 10
                     IMPORTANT:
                     • Consolidate in a Single Channel
                     • Promote Channel to get subscribers
                     • Brand the Channel to comply with
                        SCI Image / Colors / Branding.
What to do & what to avoid while using social media tools
SCI SOCIAL MEDIA GUIDELINES &
BEST PRACTICES
Hot Issues

• To Post or Not to Post?
• Consolidation of Social Media Activities
• How-To & Best Practice Guides for Social Media in
  General
• Specific Guidelines on how to use LinkedIn, Twitter,
  Facebook, YouTube to have one face to world.
Execution Plan
Deliver All by November 2012
First Stage – Chicago, April 2012
Second Stage – Zurich, November 2012

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Social media update, bogota, 2011

  • 1. Stanton Chase International Social Media Update, Bogota, 2011
  • 2. Content • General BE Structure • Review of Strategy, Objectives, Deliverables & Content Platform • Case Study, Financial Services in the Middle East • The StantonChase.com Social Media Face-Lift • Our Social Media Presence & Usage • SCI Social Media Guidelines & Best Practices
  • 3. BE Content & Structure • Branding & Marketing Strategy North America • Marketing Collateral • Public Relations & Brand Development • Social Media , Stimulate Growth for PGs and Regions • Diversity, Create a Team / Practice ASPAC • Best Practices EMEA • One Face to the Client • Brand Compliance • Schema • Training & Development • Market Analysis & Product Development • Competitive Analysis • Gap Analysis • Current Service Portfolios Analysis • Product Development Structure Latin America • AESC • Enhance benefits & Explore new services
  • 4. Review of Strategy, Objectives, Deliverables & Content Platform since Lisbon SOCIAL MEDIA REVIEW
  • 5. SOCIAL MEDIA STRATEGY Social Media Hire a Write on Your Incoming Links Optimize Ghostwriter Own Write Expertise Build a Blog / Newsletter / Brand Video Add Value Podcast Target Micro-Blog It / Twitter Presentations Facebook LinkedIn Newsvine Etc… Friends Business Relations
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  • 7. SOCIAL MEDIA STRATEGY Become a Firm of Endearment amongst global C-Suite Executives, by building a The Message strong Integrated Content Platform and strategy that engages them, and deliver first “No class Added Value Content that invigorates & engages with our audiences on a Content = structured variety of topics, engage Intellectually with Leaders, drive Online Traffic No Social to and around our websites, personal profiles, and content, and position ourselves as Media” experts on key issues of concern to our client executives, with the purpose of capturing leads that translate into business.
  • 8. Key Objectives Social Media 2011 PLANNED Stanton Chase become a firm of Endearment amongst global C-Suite executives. In order to achieve that goal we need to: • Build a strong Content Platform and Strategy that engages them through our Social Media activity • Deliver first class, added value content that invigorates and engages with C-Suite Executives
  • 9. Key Objectives Social Media 2011 “Delivered the DELIVERED ExecutiveNewsw ire.com platform which has tremendous usage across Stanton Chase and viewership across regions.”
  • 10. Key Issues Social Media 2011 DELIVERED • 165 Articles • 7 Pages • 50 Categories • 5,403 Unique Visitors • 15,900 Page Views
  • 11. Readers from 107 Countries Top 20 Countries 1. United Arab Emirates 11. Germany 2. United States 12. Czech Republic 3. Greece 13. Switzerland 4. India 14. Qatar 5. United Kingdom 15. Australia 6. Turkey 16. Belgium 7. Romania 17. Netherlands 8. Canada 18. France 9. Bulgaria 19. Lebanon 10. Saudi Arabia 20. Egypt
  • 12. Traffic Source Overview Top 15 Traffic Sources 1. Direct 11. AOL 2. Google Organic 12. Baidu 3. LinkedIn 13. Twitter 4. Facebook 14. Mail 5. SurveyMonkey 15. Live 6. Yahoo 7. Bing 8. Google + 9. Facebook Mobile 10. Ask
  • 13. Offices Generating Content Top Content Contributors 1. Athens 11. China 2. Turkey 12. Mumbai 3. Budapest 13. Dubai 4. Istanbul 14. Baltimore 5. Lisbon 6. Sofia 7. Vienna 8. Zurich 9. Chicago 10. Dallas
  • 14. Key Objectives Social Media, 2012 NEXT STEPS • Build a Content / Publishing Calendar for 2012 that involves different consultants & partners from a number of offices, across regions, which represents and addresses Executive and Leadership Capital concerns that our clients are facing, and drive it. • A more agressive call for readership, subscriptions and membership. • Enhance our online presence by face-lifting our online presenation of people, offices and corporate brand, by interconnecting our Intranet, Internet, and other Social Media, allowing us to be more connected, reachable and networked. • Present Key Guidelines & Best Practices for using Social Media within Stanton Chase International
  • 15. How Shane Phillips penetrated into a heavily guarded Financial Services Sector, and achieved a Blue Ocean Offering using Social Media. CASE STUDY: FINANCIAL SERVICES
  • 16. Case Study: Financial Services ME PROBLEM • Financial Services in the Middle East is characterized by strong boutiques presence that offers highly specialized expertise, with strong presence in key global markets. • Extremely difficult to penetrate by a global firm which is NOT strong in Financial Services, and little to no stable presence in key global FS Hubs • Clients are hardly willing to entertain even a casual meeting with our consultants • We needed a strategy that will help us penetrate into clients
  • 17. SOCIAL MEDIA STRATEGY Social Media Hire a Write on Your Incoming Links Optimize Ghostwriter Own Write Expertise Build a Blog / Newsletter / Brand Video Add Value Podcast Target Micro-Blog It / Twitter Presentations Facebook LinkedIn Newsvine Etc… Friends Business Relations
  • 18. Case Study: Financial Services ME SHANE’S ACTION PLAN BRAND STRATEGY • Decided on a Brand Strategy that will penetrate past all the barriers • RISK as a Vehicle into a Strong Financial Services Presence • Establish Shane Philips as THE reference on RISK matters CREATE CONTENT • Established Boardroom Strategies Business Breakfast Series • BSBB #1: The Changing Role of the COO, Panel Discussion, highlighting RISK as a major trending Issue for last 20 years. • BSBB#2: RISK Management, 2 Hour Training breakfast with Jan Bladen • Setup a LinkedIn Group: Risk Middle East • Setup a Blog for Himself: ShanePhillips.net • Wrote a series of Articles in and around Risk & Posted them on LinkedIn Group, Executive Newswire, Blog. • Setup a deal wit CEO Middle East Magazine to Interview the top 3 CEO’s in the Middle East in Financial Services.
  • 19. Case Study: Financial Services ME RESULTS • He was contacted and approached by James Lam, the first person in the world to take on a CRO role, who found his discussion on RISK through LinkedIn. Now setting up a Global Webinar with him and a local Paid Seminar. • He Secured Interviews with the Three CEO’s he was targeting because he surrounded them with his Content, so that when he approached, they were open to the conversation. • He created a strong turnaround, from no assignments from Nov 10 to April 11, to billings of 450,000 USD from May 11 to October 11. • He is now being invited to meet with some of the strongest local and international banks based in the UAE and Saudi Arabia. • He has submitted additional Proposals to the tune of 300,000 USD in addition to the already existing billings. • He transformed his unsuccessful Push Strategy into a Pull Strategy, where clients are calling him for meetings.
  • 20. Enhancing our Personal & Corporate Brand and Networkability through Social Media WEBSITE / SOCIAL MEDIA FACE-LIFT
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  • 28. Suggested Face-Lift Elements • A Socialized Home Page • An Enhanced office page • V-Card, Follow “Office”, Share • A more concise, light Team page • V-Card, • Click through to an enhanced Individual Page • Seamless Self-Customization of Individual Internet page thru Intranet Access
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  • 33. How we appear on LinkedIn, Twitter, YouTube, Facebook, etc… OUR SOCIAL MEDIA PRESENCE
  • 34. Our Presence on Social Media LinkedIn Considerations Company Page = 5 • Do we consolidate under one company Page or open it up to Offices to create Groups = 11 different company pages. Team = 486 Profiles • Should we offer Jobs / Promotions in groups? Job Postings = 1 + 6 • Should we offer job posts in careers or groups? • Is it OK to Post a Job for an internal position of Researcher or consultant? • Should we show “Follow Us on LinkedIn” on our Website homepage?
  • 35. Our Presence on Social Media Twitter Considerations Tweets = 59 • Is it time to start tweeting all Articles and Posts from ExecutiveNewswire to Followers = 102 our twitter account? Following = 0 • Should we show “Follow Us on Twitter” on our Website homepage? IMPORTANT: • We need an active action plan to grow our follower base! • TARGET: 4,000 followers by Dec 12
  • 36. Our Presence on Social Media Facebook Considerations Pages = 3 • Shouldn’t we be regulating SCI Activity on Facebook rather than just saying no to it? If we Groups = 3 ignore it, does it not effect our branding to be presented in a poor image? • Should we continue with Pages and Groups, and get offices to manage their own within guidelines? IMPORTANT: • Consolidate under one Company, Stanton Chase International. • Develop a Branded Company Page consistent with our branding.
  • 37. Our Presence on Social Media YouTube Considerations Videos = Around 15 • Should we consider a consolidated Stanton Chase International Channel SC Channels = 4 with more than 15 videos. Ind Channels = 10 IMPORTANT: • Consolidate in a Single Channel • Promote Channel to get subscribers • Brand the Channel to comply with SCI Image / Colors / Branding.
  • 38. What to do & what to avoid while using social media tools SCI SOCIAL MEDIA GUIDELINES & BEST PRACTICES
  • 39. Hot Issues • To Post or Not to Post? • Consolidation of Social Media Activities • How-To & Best Practice Guides for Social Media in General • Specific Guidelines on how to use LinkedIn, Twitter, Facebook, YouTube to have one face to world.
  • 40. Execution Plan Deliver All by November 2012 First Stage – Chicago, April 2012 Second Stage – Zurich, November 2012