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Copyright © AIIM | All rights reserved.
#AIIM
The Global Community of Information Professionals
You Shared WHAT?
Applying Governance to Social Media
Jesse Wilkins, CIP, IGP, CRM
Director, Professional Development
AIIM
June 2, 2016
Copyright © AIIM | All rights reserved.
2
Jesse Wilkins, CIP, IGP, CRM
 Director, Research & Development, AIIM
 Twenty years experience as a vendor, consultant, end
user, trainer
 Lead architect for Certified Information Professional
(CIP) certification
 Frequent author and speaker on
IM-related topics
 Developer, AIIM Social Media
Governance Training Course
Copyright © AIIM | All rights reserved.
3
Agenda
 Introduction to Social Media & Governance
 Social Media Roundtables
 What Next? Applying Governance to Social
Media
Copyright © AIIM | All rights reserved.
4
Agenda
Introduction to Social Media & Governance
Social Media Roundtables
Applying Governance to Social Media
Copyright © AIIM | All rights reserved.
5
Social Is Everywhere
 1,350+ years worth of time spent every day on
Facebook.
 1.7B Facebook users.
 65% log in on any day - and post 4.5B likes/day.
 300M photos uploaded per day.
 And…
 Twitter and LinkedIn and Pinterest and Google+
and Tumblr and Flickr and Instagram and
Myspace(!) and Livejournal and Orkut and
Yammer and WhatsApp and blogs and millions
Copyright © AIIM | All rights reserved.
6
Social Media Is Social
 Making connections
 Reestablishing lost connections
 Making new ones
 Sharing information
 Sharing thoughts & moments
 Searching for interesting stuff
 All of which can be scary from a security &
governance perspective!
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7
What Laws & Jurisdictions Apply?
Copyright © AIIM | All rights reserved.
8
Social Media Security Threats
 Identity theft
 Impersonation
 Hacking
 Privacy disclosures
 Disclosure of other sensitive information
 Reputational damage
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9
A Bad App Example - Walkthrough
http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
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10
A Bad App Example - Walkthrough
http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
Copyright © AIIM | All rights reserved.
11
A Bad App Example - Walkthrough
http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
Copyright © AIIM | All rights reserved.
12
Hacking Via Social Engineering
 How much did you share?
 All those QUIZZES!
 Those questions are often:
 Basis for passwords
 Security questions
Copyright © AIIM | All rights reserved.
13
What Are You Posting?
 “I hate my boss, I hate my customers, I
hate my job!”
-- Lots of people
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14
What Are You Posting?
 “Just figured out how to get around IT’s
stupid limits on email!
-- Lots of politicians
(and lots of employees)
Copyright © AIIM | All rights reserved.
15
What Are You Posting?
 “That feeling when you drank so much
the night before but you have no
hangover because you’re still drunk!”
-- Hopefully NOT your boss, your pilot, your
surgeon…
Copyright © AIIM | All rights reserved.
16
Other Peoples’ Posts
Copyright © AIIM | All rights reserved.
17
Neither is denial.
Prohibition is not realistic.
Copyright © AIIM | All rights reserved.
18
“A new class of company is
emerging—one that uses
collaborative Web 2.0 technologies
intensively to connect the internal
efforts of employees and to extend
the organization’s reach to
customers, partners, and suppliers.
We call this new kind of company
the networked enterprise.”
The Rise Of The Networked Enterprise
Copyright © AIIM | All rights reserved.
19
Agenda
Social Media Roundtables
Introduction to Social Media & Governance
Applying Governance to Social Media
Copyright © AIIM | All rights reserved.
20
Social Media Roundtables - 1
 Each table has a question.
 Determine a consensus response to the
question, based on your experience, what
your organization does, what your
organization needs to stop doing, etc.
 Draw your response.
 Yes, I said draw it.
 The other teams have to figure out what your
response is based on the drawing.
Copyright © AIIM | All rights reserved.
21
Social Media Roundtables - 2
 Based on the previous exercise,
 Um….
 Trivia questions?
 Jeopardy?
 Something else?
Copyright © AIIM | All rights reserved.
22
Agenda
Applying Governance to Social Media
Social Media Roundtables
Introduction to Social Media & Governance
Copyright © AIIM | All rights reserved.
23
With Apologies To David Letterman
 The top 10 ways to keep your PERSONAL social
media presence secure!
Copyright © AIIM | All rights reserved.
24
10. Don’t Use Social Media
 …Yeah, right.
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25
9. Keeping Up With Yourself
 Know what social media services you have
accounts on
 If you don’t use the account, close it
Copyright © AIIM | All rights reserved.
26
8. If It Sounds Too Good To Be True…
 Mark Zuckerberg isn’t sharing the wealth with
Facebook users.
 Just like Bill Gates wasn’t paying $200 per
email forwarded.
 Nobody is giving away free iPhones, or
Xboxes, just because.
 Facebook isn’t going to charge you, or own
your content, or take away your birthday.
Copyright © AIIM | All rights reserved.
27
7. Don’t Click That Link!
 Some emails from social media are legit.
 Lots of them aren’t.
 When in doubt, open the browser and type
the link in yourself.
 Same thing when you see links from your
friends!
Copyright © AIIM | All rights reserved.
28
6. Don’t Just Click Allow
 If you want to enable an app, FB makes it tell
you what it needs access to.
 READ what it will have access to and decide
whether it’s worth it
 If it says it may post to your stream, it WILL post
to your stream.
 If it says it needs access to your friends list, it
WILL send stuff to your friends.
 Review periodically and close unused apps
Copyright © AIIM | All rights reserved.
29
5. Check Your Passwords
 Use different passwords for different sites
 Use strong-ish passwords
 Change them regularly
 Don’t share your password!
http://www.theregister.co.uk/2016/05/24/linkedin_password_leak_hack_crack/
Copyright © AIIM | All rights reserved.
30
4. Think Before You Post
 Don’t post sensitive or confidential
information
 Don’t post very personal information
 Account numbers, locations, phone numbers
 Pictures!
Copyright © AIIM | All rights reserved.
31
3. Check Your Privacy Settings
 Check them TODAY.
 Are you sharing with Friends, Friends of Friends,
or Everyone?
 Are you letting people tag you, check you in,
etc.?
 Check them REGULARLY.
 Commercial services change their policies – and
settings – often, and often without much notice.
Copyright © AIIM | All rights reserved.
32
2. Check Your Security Settings
Copyright © AIIM | All rights reserved.
33
1. Follow the NYT Rule
 Social media is designed for sharing
 ALWAYS assume anything you post on social
media can/will become public
 Friends can share
 Random people may be able to see depending
on security settings
 The internet never forgets!
Copyright © AIIM | All rights reserved.
34
…And Six Steps To Social Media
Governance For The Organization
Copyright © AIIM | All rights reserved.
35
Figure Out Where You Are
Copyright © AIIM | All rights reserved.
36
Develop A Strategy
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37
Develop A Plan
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38
Apply, Extrapolate, Create
Copyright © AIIM | All rights reserved.
39
Training, Training, Training
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40
Consider A Compliance Solution
• And many others
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41
Create A Response Plan
Image source: Social Media Influence
Copyright © AIIM | All rights reserved.
42
Questions?
Copyright © AIIM | All rights reserved.
43
Additional Resources
 Social Media Policy Database
 http://socialmediagovernance.com/policies/
 SHRM Social Media Policy Template
 http://www.shrm.org/templatestools/samples/policies/pages/social
mediapolicy.aspx
 NARA Best Practices for Capture of Social Media Records
 http://www.archives.gov/records-
mgmt/resources/socialmediacapture.pdf
 AIIM Social Business Assessment
 http://info.aiim.org/how-to-conduct-a-social-business-assessment
 AIIM Social Business Roadmap
 http://www.aiim.org/Social-Business-Roadmap
Copyright © AIIM | All rights reserved.
44
For More Information
Jesse Wilkins, CIP, CRM, IGP
Director, Professional Development
AIIM International
+1 (720) 232-9638 direct
jwilkins@aiim.org
http://www.twitter.com/jessewilkins
http://www.linkedin.com/in/jessewilkins

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20160602 ARMA Boston - You Shared WHAT? Applying Governance to Social Media

  • 1. Copyright © AIIM | All rights reserved. #AIIM The Global Community of Information Professionals You Shared WHAT? Applying Governance to Social Media Jesse Wilkins, CIP, IGP, CRM Director, Professional Development AIIM June 2, 2016
  • 2. Copyright © AIIM | All rights reserved. 2 Jesse Wilkins, CIP, IGP, CRM  Director, Research & Development, AIIM  Twenty years experience as a vendor, consultant, end user, trainer  Lead architect for Certified Information Professional (CIP) certification  Frequent author and speaker on IM-related topics  Developer, AIIM Social Media Governance Training Course
  • 3. Copyright © AIIM | All rights reserved. 3 Agenda  Introduction to Social Media & Governance  Social Media Roundtables  What Next? Applying Governance to Social Media
  • 4. Copyright © AIIM | All rights reserved. 4 Agenda Introduction to Social Media & Governance Social Media Roundtables Applying Governance to Social Media
  • 5. Copyright © AIIM | All rights reserved. 5 Social Is Everywhere  1,350+ years worth of time spent every day on Facebook.  1.7B Facebook users.  65% log in on any day - and post 4.5B likes/day.  300M photos uploaded per day.  And…  Twitter and LinkedIn and Pinterest and Google+ and Tumblr and Flickr and Instagram and Myspace(!) and Livejournal and Orkut and Yammer and WhatsApp and blogs and millions
  • 6. Copyright © AIIM | All rights reserved. 6 Social Media Is Social  Making connections  Reestablishing lost connections  Making new ones  Sharing information  Sharing thoughts & moments  Searching for interesting stuff  All of which can be scary from a security & governance perspective!
  • 7. Copyright © AIIM | All rights reserved. 7 What Laws & Jurisdictions Apply?
  • 8. Copyright © AIIM | All rights reserved. 8 Social Media Security Threats  Identity theft  Impersonation  Hacking  Privacy disclosures  Disclosure of other sensitive information  Reputational damage
  • 9. Copyright © AIIM | All rights reserved. 9 A Bad App Example - Walkthrough http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
  • 10. Copyright © AIIM | All rights reserved. 10 A Bad App Example - Walkthrough http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
  • 11. Copyright © AIIM | All rights reserved. 11 A Bad App Example - Walkthrough http://www.fightidentitytheft.com/blog/facebook-quizzes-sharing-your-private-data
  • 12. Copyright © AIIM | All rights reserved. 12 Hacking Via Social Engineering  How much did you share?  All those QUIZZES!  Those questions are often:  Basis for passwords  Security questions
  • 13. Copyright © AIIM | All rights reserved. 13 What Are You Posting?  “I hate my boss, I hate my customers, I hate my job!” -- Lots of people
  • 14. Copyright © AIIM | All rights reserved. 14 What Are You Posting?  “Just figured out how to get around IT’s stupid limits on email! -- Lots of politicians (and lots of employees)
  • 15. Copyright © AIIM | All rights reserved. 15 What Are You Posting?  “That feeling when you drank so much the night before but you have no hangover because you’re still drunk!” -- Hopefully NOT your boss, your pilot, your surgeon…
  • 16. Copyright © AIIM | All rights reserved. 16 Other Peoples’ Posts
  • 17. Copyright © AIIM | All rights reserved. 17 Neither is denial. Prohibition is not realistic.
  • 18. Copyright © AIIM | All rights reserved. 18 “A new class of company is emerging—one that uses collaborative Web 2.0 technologies intensively to connect the internal efforts of employees and to extend the organization’s reach to customers, partners, and suppliers. We call this new kind of company the networked enterprise.” The Rise Of The Networked Enterprise
  • 19. Copyright © AIIM | All rights reserved. 19 Agenda Social Media Roundtables Introduction to Social Media & Governance Applying Governance to Social Media
  • 20. Copyright © AIIM | All rights reserved. 20 Social Media Roundtables - 1  Each table has a question.  Determine a consensus response to the question, based on your experience, what your organization does, what your organization needs to stop doing, etc.  Draw your response.  Yes, I said draw it.  The other teams have to figure out what your response is based on the drawing.
  • 21. Copyright © AIIM | All rights reserved. 21 Social Media Roundtables - 2  Based on the previous exercise,  Um….  Trivia questions?  Jeopardy?  Something else?
  • 22. Copyright © AIIM | All rights reserved. 22 Agenda Applying Governance to Social Media Social Media Roundtables Introduction to Social Media & Governance
  • 23. Copyright © AIIM | All rights reserved. 23 With Apologies To David Letterman  The top 10 ways to keep your PERSONAL social media presence secure!
  • 24. Copyright © AIIM | All rights reserved. 24 10. Don’t Use Social Media  …Yeah, right.
  • 25. Copyright © AIIM | All rights reserved. 25 9. Keeping Up With Yourself  Know what social media services you have accounts on  If you don’t use the account, close it
  • 26. Copyright © AIIM | All rights reserved. 26 8. If It Sounds Too Good To Be True…  Mark Zuckerberg isn’t sharing the wealth with Facebook users.  Just like Bill Gates wasn’t paying $200 per email forwarded.  Nobody is giving away free iPhones, or Xboxes, just because.  Facebook isn’t going to charge you, or own your content, or take away your birthday.
  • 27. Copyright © AIIM | All rights reserved. 27 7. Don’t Click That Link!  Some emails from social media are legit.  Lots of them aren’t.  When in doubt, open the browser and type the link in yourself.  Same thing when you see links from your friends!
  • 28. Copyright © AIIM | All rights reserved. 28 6. Don’t Just Click Allow  If you want to enable an app, FB makes it tell you what it needs access to.  READ what it will have access to and decide whether it’s worth it  If it says it may post to your stream, it WILL post to your stream.  If it says it needs access to your friends list, it WILL send stuff to your friends.  Review periodically and close unused apps
  • 29. Copyright © AIIM | All rights reserved. 29 5. Check Your Passwords  Use different passwords for different sites  Use strong-ish passwords  Change them regularly  Don’t share your password! http://www.theregister.co.uk/2016/05/24/linkedin_password_leak_hack_crack/
  • 30. Copyright © AIIM | All rights reserved. 30 4. Think Before You Post  Don’t post sensitive or confidential information  Don’t post very personal information  Account numbers, locations, phone numbers  Pictures!
  • 31. Copyright © AIIM | All rights reserved. 31 3. Check Your Privacy Settings  Check them TODAY.  Are you sharing with Friends, Friends of Friends, or Everyone?  Are you letting people tag you, check you in, etc.?  Check them REGULARLY.  Commercial services change their policies – and settings – often, and often without much notice.
  • 32. Copyright © AIIM | All rights reserved. 32 2. Check Your Security Settings
  • 33. Copyright © AIIM | All rights reserved. 33 1. Follow the NYT Rule  Social media is designed for sharing  ALWAYS assume anything you post on social media can/will become public  Friends can share  Random people may be able to see depending on security settings  The internet never forgets!
  • 34. Copyright © AIIM | All rights reserved. 34 …And Six Steps To Social Media Governance For The Organization
  • 35. Copyright © AIIM | All rights reserved. 35 Figure Out Where You Are
  • 36. Copyright © AIIM | All rights reserved. 36 Develop A Strategy
  • 37. Copyright © AIIM | All rights reserved. 37 Develop A Plan
  • 38. Copyright © AIIM | All rights reserved. 38 Apply, Extrapolate, Create
  • 39. Copyright © AIIM | All rights reserved. 39 Training, Training, Training
  • 40. Copyright © AIIM | All rights reserved. 40 Consider A Compliance Solution • And many others
  • 41. Copyright © AIIM | All rights reserved. 41 Create A Response Plan Image source: Social Media Influence
  • 42. Copyright © AIIM | All rights reserved. 42 Questions?
  • 43. Copyright © AIIM | All rights reserved. 43 Additional Resources  Social Media Policy Database  http://socialmediagovernance.com/policies/  SHRM Social Media Policy Template  http://www.shrm.org/templatestools/samples/policies/pages/social mediapolicy.aspx  NARA Best Practices for Capture of Social Media Records  http://www.archives.gov/records- mgmt/resources/socialmediacapture.pdf  AIIM Social Business Assessment  http://info.aiim.org/how-to-conduct-a-social-business-assessment  AIIM Social Business Roadmap  http://www.aiim.org/Social-Business-Roadmap
  • 44. Copyright © AIIM | All rights reserved. 44 For More Information Jesse Wilkins, CIP, CRM, IGP Director, Professional Development AIIM International +1 (720) 232-9638 direct jwilkins@aiim.org http://www.twitter.com/jessewilkins http://www.linkedin.com/in/jessewilkins

Editor's Notes

  1. AIIM has been an advocate and supporter of information professionals for nearly 70 years. The association mission is to ensure that information professionals understand the current and future challenges of managing information assets in an era of social, mobile, cloud and big data. Founded in 1943, AIIM builds on a strong heritage of research and member service. Today, AIIM (Association for Information and Image Management) is a global, non-profit organization that provides independent research, education and certification programs to over 65,000 information professionals. AIIM represents the entire information management community, with programs and content for practitioners, technology suppliers, integrators and consultants.
  2. Moving into mainstream
  3. The social business roadmap provides organizations with a formal framework for evaluating and implementing social processes and technologies both inside and outside the firewall. It goes beyond simply implementing them to identifying and describing some of the benefits associated with effective use of social tools. The roadmap is based on AIIM research over the last three years as well as reviews of other frameworks and methodologies for implementing social business effectively. ~ While the roadmap is presented in a linear fashion, it is not necessarily intended to be followed completely and linearly. Some organizations may already be using social technologies in some fashion; large or highly regulated organizations will probably approach social differently than will smaller, less regulated or ligitious ones. ~ Finally, it’s important to note that the roadmap is a framework and needs to be customized to the organization’s goals and the types of services being used.
  4. Governance exists but needs to be tweaked. Apply what can be applied: roles & responsibilities (inc. new ones); general policy framework; training as we discuss shortly Extrapolate from what has worked: job aids & guidelines; managing wikis instead of email for collab and the relative ease of managing wikis for compliance; use the tools appropriately (e.g. not for business if can’t manage it) Create new stuff where required: classification, declaring as record (managing in place?), etc.
  5. The dell model we already mentioned; demographic considerations (it will be used), SM 101, how to use the tools, how to use the tools well, how to use the tools in support of the business, how to keep the business safe
  6. The team responsible for social media should create a response plan so that it has a process in place to respond to comments that may impact its regulatory requirements. This slide includes a response plan that is based on a similar one from the United States Air Force. Another excellent example is available from the American Society of Civil Engineers. The plan includes a process for determining first, whether a response is even required, and if so, through what channels and in what fashion. For example, someone is blatantly anti-government and makes eccentric, outlandish claims about senior members of the administration being aliens from another planet. Since the people reading that are likely a) low in number and credibility and b) not prone to having their minds changed, that might be one to avoid. ~ On the other hand, let’s say that someone posts to an organization’s Facebook page that a drug made them sick or that they have a shoddy product that broke. A response might be required, but responding on the Facebook page might not be the best way to do it. Rather, the responder could simply suggest that the complainant go through the regular channels or, if that hasn’t worked, escalate it him or herself and get someone in contact with the complainant that can fix the issue. ~ For most organizations today this chart wouldn’t be for everyone, but would be focused on those people empowered to speak on behalf of the organization. And much of it boils down to common sense. And it should go without saying, but it is important for these employees to be honest, open, transparent, and respectful of the people posting. The Internet doesn’t forget and it doesn’t forgive dishonesty and disrespect. But as organizations empower more of their staff, this is something that will be increasingly valuable to have thought through and developed before it is needed.
  7. At this point I’d be pleased to entertain your questions.