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BUILDING COMMUNITY
A CONVERSATION AROUND
PLANNING, STEWARDSHIP AND
KEEPING IT HUMAN

Catherine Shinners
January 21, 2014 for the SIKM Community
Communities
Connect
Learn
Make sense

Influence
Adapt

Create
Challenges to community success
 Often a lack of clarity around purpose & therefore

business relevance
 An online presence doesn’t mean it’s a community
 Vital nature of sustained stewardship & facilitation not

well understood
 Creating value, assessing value communicating value
Our Conversation Today
• Community principles, dynamic,

lifecycle and planning
• Stewardship, facilitation,

engagement, participant roles
• Share experiences, insights,

dilemmas, triumphs
Community principles & dynamics
Communities have a lifecycle
and a unique set of dynamics

Transparency
Participation
value is achieved

participants see
each other’s
contributions

through
participation

Collective
created &
expanded from
wide contributions

Emergence
Persistence
contributions
captured for
sharing, viewing

value emerges
from collective
interactions

Independent
engagement
anytime,
anyplace, at will

The Social Organization: How to use social media to tap the collective genius of customer and employee,
Bradley, A., , McDonald, M., Harvard Business Press, 2011
Community Lifecycle
Inception

Establishment

High value content
sparks engagement

Growing sense of
community

Comm. Mgr. direct
outreach, initiates
discussions,
prompts response,
relationship building,
seeks interaction to
content

Regular
communications

Program of online
events – forums,
expert bloggers,
original content

Growth
Higher levels of
interaction,
engagement

Community sense
Social media channel
of shared history,
engagement
achievements
Recruit volunteers
Volunteer-led
Survey, poll
activities
members
Advancement in
Recognition
UX, platform,
programs
metrics, analytics
Promote community

Maturity
Community
more selfsustaining
Subgroup,
affinity group
formation
Reformation of
purpose

Advanced analytics
A life-cycle perspective on online community success, Iriberri, A ., Leroy, G., ACM Computing Surveys, Volume 41 Issue 2, February 2009
Planning elements
Engage and education stakeholders

Identify strategic business alignment
Plan for inception & establishment

Determine critical success factors and KPIs for
early phases
Lay groundwork & infrastructure for growth and
maturity phases

Inception
Business Strategy Alignment

Inception

External Facing

Internal Facing

Customer engagement, loyalty

Productivity

• Obtain feedback, information on

• Increase quality of knowledge

customer needs
• Improve customer service

Increase idea creation
• Enhance problem solving
• Accelerate new business and
product innovation
• Save time during information
seeking and sharing

Visibility, reputation
• Improve or enhance reputation
• Increase access to expert

knowledge
• Exchange information with
credible sources

Employee communication, trust
• Better understanding & alignment

across organizations
• Increase level of trust
8
Community Business Model
Value Proposition

Market Segment

Value Chain

Revenue Impact
Position in value
network

Competitive Strategy

Inception

Being involved in this community is important to me
because…
Customers or prospects, partners or employees. Market
segment(s), targeted level (CXO, leaders, end users etc)
Expert curation > original content > topical forums >
showcase customer leadership > demonstrates commitment
to customer
Enhance customer loyalty, advance opportunity with
partners, give access to expertise, value to product or
support.
Identify how the community is aligned with business
initiatives or strategic engagements or programs
Differentiation, customer loyalty, satisfaction, underserved
segment, disruptive potential, product insight
Community Architecture

Inception

Community Management
Facilitates, stewards regular interactions
Face of community, promotes, advocates
Evangelizes, recruits, engages members

Manages volunteers
Monitor community health
Define, refine strategy, outcomes

Social Media, Marketing
& Communications

Platform, UX,
Analytics, Operations

Original content

Social media

Compelling, evolving UX

Expert curation

engagement & promotion

KPIs, benchmarks

Regular, online events

Regular member

Identify, manage tools

Targeted discussions

communications

Educate stakeholders

Promote trending topics

Marketing strategy

Metrics, reports

Content & Events
Programming

Governance
Terms, conditions
Executive sponsor

Company policies
Legal, IT, HR
11

Critical Success Factors

Inception

• Identify executive sponsor
• Effective education of stakeholders

• Resourced for lifecycle and business strategy success
• Community manager, social media manager, content

specialists, analytics talent
• Content and programs: Plans and budgets for events, content

development, content curation, recognition programs
• Communications and marketing plan in place
• Metrics: tools, services to analyze effective performance
• Governance model alignment with larger organization
• Technology and user experience attuned to targeted community
Establishment
Cultivate, facilitate spectrum of engagement
Identify leaders, influencers
Recognition, volunteer programs
Regular cadence of events, programs, communications
Active cycle of engagement
Analytics, metrics aligned with purpose, relevant to management
Refine resource requirements for growth
Internal and external advocacy

Partnerships in place
Benchmarking, active listening
Frank Fiishbach/Shutterstock

12
Calling Attention–Gathering Up
Cadence of
community-wide
events

Vladimir Koshkarov/Shutterstock
Social learning

zeljkodan/Shutterstock

Peer-to-peer
Varied contexts
Narrative models
Rich resources
Freshness, regular flow
Varied
Connected to people
Expert curation

Pal Teravagimov/Shutterstock
Serendipity, small delights
Design for light
approaches, too

KornnphotoShutterstock
Social roles in community
Editor

counselor

Sharer

Connector
lurker
expert

Creator
mitigator

infovore

Writer

re-broadcaster
monitor
critic
contextualizer

interlopernegotiator

synthesizor

gossip
broadcaster

Create an environment where people can bring
a multiplicity of approaches and roles
Support people moving in and out of leader,
active mentoring to lower profile roles

Thanks to Thomas Vander Wal, Gordon Ross
See Cathexis blog post: The City is Experienced on our Feet: Social Business as the Urban Planning
of Enterprise 2.0
Team
Collaboration

Community
Collaboration

Network
Collaboration

Crowdsourcing

Members of group known
to one another – shared
identify as part of a project
focus – even though
embedded in hierarchy,
participants cooperate on
equal footing

Shared identity around a
topic or set of challenges

Set of relationships,
personal interactions,
connections among
individuals who have a
personal reason to
connect.

Activity can be done by
anyone who wants to from
a large group

Problem solving,
resource and idea
sharing, clear task
interdependencies,
explicit timelines and
goals, members

Expertise of practice within
a domain

Quickly solve problems,
share ideas, make future
connections
Reputation

Anonymity is often ok, no
pre-defined credentials
necessary

Source of
Learning

Sustained interactions
across project timelines

Sustained partnership

From access to the
network

From access to the
network

Modality of
learning

Formal – through
experience of sustained
interaction and artifact
creation

Formal-experience of
practice is a learning
resource

Informal – through
interactions

Independent,
hyperspecialization, microtasking

Primary
value

Explicit, applied,
realized,

Explicit, applied, realized,
reframing

Tacit, immediate, potential
value

Explicit, applied, realized,
reframing

Secondary
value

Tacit, immediate,
potential value

Tacit, immediate, potential
value

Explicit, applied, realized,
reframing

Tacit, immediate, potential
value

Model

Collective intent

Collective intent

Nodes and links

Nodes and links

Purpose Motivation

Type of
learning

Pre-articulated or validated
reputation credentials

Money, Love, Glory – can
be all three

Reputation may follow
Resources
• Promoting and assessing value creation in communities and

networks: a conceptual framework, Etienne Wenger, Beverly Trayner,
Maarten de Laat, Open Universiteit Report 18, 2011
• Designing effective knowledge networks, Katrina Pugh and Laurence

Prusak, MIT/Sloan Management Review, September 2013
• Community Roundtable – Rachel Happe
• Feverbee – Richard Millington
Catherine
Shinners

Social Business Strategic Consulting
and Enterprise 2.0 Services
Palo Alto, CA +1-650-704-3889
catherineshinners@mercedgroup.com
blog: collaboration-incontext.com
www.mercedgroup.com
http://about.me/catherineshinners

President
Merced Group

www.linkedin.com/catherineshinners
@catshinners
Skype: CatherinePaloAlto
Case Study
• Business benefit - visibility

and reputation
• Segment – education leaders

and innovators
• Purpose – foster peer-to-peer

leadership dialogue –
education innovation

• Expert curation, original

content, events, featured
luminaries
• Recognition program
• Customer UX oriented at

education leader segment
Public Service of Cisco
Know Your Constituents
Social Media to build community

Public Service of Cisco
A Focus on Community Building

Establishment

Awareness and global reach – new members
Engage with and facilitate leader conversations
Drive participation and community engagement
Advance sense of connection for leaders
Better understand community needs – active listening
Awareness, Reach Recruitment
LinkedIn Group
• Promoting events, content
• Bring content to relevant discussion groups
• Email through LI - campaigns to bring in your members
Twitter
• Targeted, focused outreach to influencers, leaders,
innovators
• Meet and greet – call to action to join
Facebook
• Targeted ads to leaders with geo expansion
• Global content, commentary
Community Connection
Engagement

Participation
Active listening
Authentic voice

LinkedIn
Listen & participate in relevant domain groups
Monitor expert discussions
Calls to action to community events
programming
Twitter
Monitor domain #hashtags for trending topics
Participate in #hashtag live chats
Promotion of community events, content
YouTube
Great, original content featuring peer leaders
Community Engagement
Be an authentic,
active participant in
the conversation

• Focus, target outreach at members

level, quality engagement peer-to-peer
• Actively participate in conversations,

You have to
be engaged
to get
engagement

bring great content, cultivate authentic
stance
• Bring new experiences – help them

become more adept
• Innovate, experiment, display leadership
Value Metrics for Community KPIs
A New
Framework for
Measuring
Results in Social
Media

• Audience Engagement

Jeremiah Owyang &
John Lovett, The
Altimeter Group, 2010

• Sentiment Ratio

• Share of Voice
• Advocate Influence
• Idea Impact

• Benchmarking

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Building Community-A Conversation on planning, stewardship, and keeping human

  • 1. BUILDING COMMUNITY A CONVERSATION AROUND PLANNING, STEWARDSHIP AND KEEPING IT HUMAN Catherine Shinners January 21, 2014 for the SIKM Community
  • 3. Challenges to community success  Often a lack of clarity around purpose & therefore business relevance  An online presence doesn’t mean it’s a community  Vital nature of sustained stewardship & facilitation not well understood  Creating value, assessing value communicating value
  • 4. Our Conversation Today • Community principles, dynamic, lifecycle and planning • Stewardship, facilitation, engagement, participant roles • Share experiences, insights, dilemmas, triumphs
  • 5. Community principles & dynamics Communities have a lifecycle and a unique set of dynamics Transparency Participation value is achieved participants see each other’s contributions through participation Collective created & expanded from wide contributions Emergence Persistence contributions captured for sharing, viewing value emerges from collective interactions Independent engagement anytime, anyplace, at will The Social Organization: How to use social media to tap the collective genius of customer and employee, Bradley, A., , McDonald, M., Harvard Business Press, 2011
  • 6. Community Lifecycle Inception Establishment High value content sparks engagement Growing sense of community Comm. Mgr. direct outreach, initiates discussions, prompts response, relationship building, seeks interaction to content Regular communications Program of online events – forums, expert bloggers, original content Growth Higher levels of interaction, engagement Community sense Social media channel of shared history, engagement achievements Recruit volunteers Volunteer-led Survey, poll activities members Advancement in Recognition UX, platform, programs metrics, analytics Promote community Maturity Community more selfsustaining Subgroup, affinity group formation Reformation of purpose Advanced analytics A life-cycle perspective on online community success, Iriberri, A ., Leroy, G., ACM Computing Surveys, Volume 41 Issue 2, February 2009
  • 7. Planning elements Engage and education stakeholders Identify strategic business alignment Plan for inception & establishment Determine critical success factors and KPIs for early phases Lay groundwork & infrastructure for growth and maturity phases Inception
  • 8. Business Strategy Alignment Inception External Facing Internal Facing Customer engagement, loyalty Productivity • Obtain feedback, information on • Increase quality of knowledge customer needs • Improve customer service Increase idea creation • Enhance problem solving • Accelerate new business and product innovation • Save time during information seeking and sharing Visibility, reputation • Improve or enhance reputation • Increase access to expert knowledge • Exchange information with credible sources Employee communication, trust • Better understanding & alignment across organizations • Increase level of trust 8
  • 9. Community Business Model Value Proposition Market Segment Value Chain Revenue Impact Position in value network Competitive Strategy Inception Being involved in this community is important to me because… Customers or prospects, partners or employees. Market segment(s), targeted level (CXO, leaders, end users etc) Expert curation > original content > topical forums > showcase customer leadership > demonstrates commitment to customer Enhance customer loyalty, advance opportunity with partners, give access to expertise, value to product or support. Identify how the community is aligned with business initiatives or strategic engagements or programs Differentiation, customer loyalty, satisfaction, underserved segment, disruptive potential, product insight
  • 10. Community Architecture Inception Community Management Facilitates, stewards regular interactions Face of community, promotes, advocates Evangelizes, recruits, engages members Manages volunteers Monitor community health Define, refine strategy, outcomes Social Media, Marketing & Communications Platform, UX, Analytics, Operations Original content Social media Compelling, evolving UX Expert curation engagement & promotion KPIs, benchmarks Regular, online events Regular member Identify, manage tools Targeted discussions communications Educate stakeholders Promote trending topics Marketing strategy Metrics, reports Content & Events Programming Governance Terms, conditions Executive sponsor Company policies Legal, IT, HR
  • 11. 11 Critical Success Factors Inception • Identify executive sponsor • Effective education of stakeholders • Resourced for lifecycle and business strategy success • Community manager, social media manager, content specialists, analytics talent • Content and programs: Plans and budgets for events, content development, content curation, recognition programs • Communications and marketing plan in place • Metrics: tools, services to analyze effective performance • Governance model alignment with larger organization • Technology and user experience attuned to targeted community
  • 12. Establishment Cultivate, facilitate spectrum of engagement Identify leaders, influencers Recognition, volunteer programs Regular cadence of events, programs, communications Active cycle of engagement Analytics, metrics aligned with purpose, relevant to management Refine resource requirements for growth Internal and external advocacy Partnerships in place Benchmarking, active listening Frank Fiishbach/Shutterstock 12
  • 13. Calling Attention–Gathering Up Cadence of community-wide events Vladimir Koshkarov/Shutterstock
  • 15. Rich resources Freshness, regular flow Varied Connected to people Expert curation Pal Teravagimov/Shutterstock
  • 16. Serendipity, small delights Design for light approaches, too KornnphotoShutterstock
  • 17. Social roles in community Editor counselor Sharer Connector lurker expert Creator mitigator infovore Writer re-broadcaster monitor critic contextualizer interlopernegotiator synthesizor gossip broadcaster Create an environment where people can bring a multiplicity of approaches and roles Support people moving in and out of leader, active mentoring to lower profile roles Thanks to Thomas Vander Wal, Gordon Ross See Cathexis blog post: The City is Experienced on our Feet: Social Business as the Urban Planning of Enterprise 2.0
  • 18. Team Collaboration Community Collaboration Network Collaboration Crowdsourcing Members of group known to one another – shared identify as part of a project focus – even though embedded in hierarchy, participants cooperate on equal footing Shared identity around a topic or set of challenges Set of relationships, personal interactions, connections among individuals who have a personal reason to connect. Activity can be done by anyone who wants to from a large group Problem solving, resource and idea sharing, clear task interdependencies, explicit timelines and goals, members Expertise of practice within a domain Quickly solve problems, share ideas, make future connections Reputation Anonymity is often ok, no pre-defined credentials necessary Source of Learning Sustained interactions across project timelines Sustained partnership From access to the network From access to the network Modality of learning Formal – through experience of sustained interaction and artifact creation Formal-experience of practice is a learning resource Informal – through interactions Independent, hyperspecialization, microtasking Primary value Explicit, applied, realized, Explicit, applied, realized, reframing Tacit, immediate, potential value Explicit, applied, realized, reframing Secondary value Tacit, immediate, potential value Tacit, immediate, potential value Explicit, applied, realized, reframing Tacit, immediate, potential value Model Collective intent Collective intent Nodes and links Nodes and links Purpose Motivation Type of learning Pre-articulated or validated reputation credentials Money, Love, Glory – can be all three Reputation may follow
  • 19. Resources • Promoting and assessing value creation in communities and networks: a conceptual framework, Etienne Wenger, Beverly Trayner, Maarten de Laat, Open Universiteit Report 18, 2011 • Designing effective knowledge networks, Katrina Pugh and Laurence Prusak, MIT/Sloan Management Review, September 2013 • Community Roundtable – Rachel Happe • Feverbee – Richard Millington
  • 20. Catherine Shinners Social Business Strategic Consulting and Enterprise 2.0 Services Palo Alto, CA +1-650-704-3889 catherineshinners@mercedgroup.com blog: collaboration-incontext.com www.mercedgroup.com http://about.me/catherineshinners President Merced Group www.linkedin.com/catherineshinners @catshinners Skype: CatherinePaloAlto
  • 21. Case Study • Business benefit - visibility and reputation • Segment – education leaders and innovators • Purpose – foster peer-to-peer leadership dialogue – education innovation • Expert curation, original content, events, featured luminaries • Recognition program • Customer UX oriented at education leader segment Public Service of Cisco
  • 23. Social Media to build community Public Service of Cisco
  • 24. A Focus on Community Building Establishment Awareness and global reach – new members Engage with and facilitate leader conversations Drive participation and community engagement Advance sense of connection for leaders Better understand community needs – active listening
  • 25. Awareness, Reach Recruitment LinkedIn Group • Promoting events, content • Bring content to relevant discussion groups • Email through LI - campaigns to bring in your members Twitter • Targeted, focused outreach to influencers, leaders, innovators • Meet and greet – call to action to join Facebook • Targeted ads to leaders with geo expansion • Global content, commentary
  • 26. Community Connection Engagement Participation Active listening Authentic voice LinkedIn Listen & participate in relevant domain groups Monitor expert discussions Calls to action to community events programming Twitter Monitor domain #hashtags for trending topics Participate in #hashtag live chats Promotion of community events, content YouTube Great, original content featuring peer leaders
  • 27. Community Engagement Be an authentic, active participant in the conversation • Focus, target outreach at members level, quality engagement peer-to-peer • Actively participate in conversations, You have to be engaged to get engagement bring great content, cultivate authentic stance • Bring new experiences – help them become more adept • Innovate, experiment, display leadership
  • 28. Value Metrics for Community KPIs A New Framework for Measuring Results in Social Media • Audience Engagement Jeremiah Owyang & John Lovett, The Altimeter Group, 2010 • Sentiment Ratio • Share of Voice • Advocate Influence • Idea Impact • Benchmarking

Editor's Notes

  1. Designing a user experience not equivalent to creating community
  2. Participation-Value is achieved through participation-a community must be catalyzed and mobilized for participation through purposeCollective-A mass collaboration effort is actively created and expanded through the continues widely-cast contributions of the participantsTransparency–all participants see each other’s contributions – to view, re-use, augment, validate, critique and rateIndependence-participants can engage anytime, anyplace  – Any member of the collective contributes, completely independently of any other (i.e., not directed to do so by a manager, etc).Persistence-contributions are captured for others in the community to view and shareEmergence-behaviors cannot be modeled, designed, optimized or controlled like a traditional system – value emerges from the collective interactions
  3. Community lasts as long as the community provides value
  4. It can be hybrid – SAP people and third party developers
  5. In putting your community strategy together using an architectural approach like this will help you structure your plans, identify your resource and budgeting needs There are a few concepts here that are important – Community management – is a new breed of management professional, excellent business judgement, people and Web 2.0 saavy, ability to communicate and educate stakeholders, and it even as the community may become more self-sustaining, it remains a vital role in all stages of the community lifecycle.The other area that is a relatively emerging but important area is expert curationAnd when it comes to analytics and reporting – this is an additional area of education that stakeholders may need, and reports and metrics need to be crafted so that human beings can understand them.
  6. Executives and senior managers and other important stakeholders – Often may not have deep, direct experience with social media and online collaboration – no visceral sense of the opportunity and valueResourced against your architecture and plansCommunity management, content curation and social media management is attention and time intensive – constantly! Analytics must be in place from the start.Community-level communications reinforces community behaviors