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AMA SIG – Social Media
       Social Media Planning for 2010
             November 4, 2009




Tom Williams              Steve Bell
Social Media Today


– Tactical, stand alone efforts
  running today

– Point projects across the
  company & diff departments
   • No cohesion, multi-year plans,
     procedures

– The Intern is the Brand
  Manager?
Challenges


– Challenges
  •   Social Media still a mystery at the Top
  •   Hard to control (anyone can do it)
  •   Big organizations are inherently silo’d
  •   First Amendment
  •   Organizational control
  •   Lack of business-focused tools
  •   Lack of coordination / cooperation
Org Groups using SM



                                  Cust
IT   Legal   Ops   Sales   MKTG          Fin
                                  Svc
Twitter in Customer Service
Blog used for Promotion
Is Social Media a Fad or the Future?

• Is Social Media just the new fad? Or is it the next wave?

• Change how we will do business (or just what we do)?

• If it is here to stay, what do companies need to do now?
   – From a business perspective
The State of Social Media in 2009


• Web sites and e-mail dominate overall marketing mix
   – Now used by more companies than trade shows and PR

• Social Media has gained major momentum
   – 50% of companies launching a Social Media effort in 2009

• But most budgets don’t yet support social media.
   – It had the smallest share of ‘09 marketing budget.

• Only 23% of marketers see blogs & communities as
  “highly effective”
How Social Media is Changing
  Corporate-Consumer Relationships

Off-line and Web 1.0    Social Media Interactions
     Interactions        “Community Marketing”
                                  Social
Seller      Buyer      Seller     Media      Buyer

 Offer                                       Interest

                                 Develop
           Respond                Needs

                       Match
Fulfill
                                  Engage
Forrester Research’s Take:


• “Social [Media] computing shifts influence from
  traditional media to communities and buyers.
   Marketers must shift from push communication to pull
   dialogue to capitalize on this groundswell.”*



  “Social Media will completely change Marketing”



* Forrester Research, 2009
Social Media Becomes Web 3.0

• Social Media is a new tipping point.

• Control swings from marketer to customer.
   – Marketing no longer controls the brand information.

   – Brand is in the hands of users!
This Changes Every (Marketing) Thing
          Today                             Future
• MarCom drives brand image       • Brand driven by customers
   – Aspiration, not reality          – Reality is unavoidable

• Company hides ugly news         • Honesty is mandatory
   – Keep it out of public view       – Can’t hide bad news:
                                        customers create it
• “Spend” was everything:         • Playing field leveled for
  mass marketing                    small guys via (free) SM
                                      – Can’t spend your way out of
                                        a problem

• Product/Brand managers          • Customers to drive products
  drive product evolution
Lessons for Social Media Planning from
         Web 1.0, circa 1997

• 1994: Public Internet launched
• 1995: Company websites are IT projects
• 1996: Marketing asserts Web is it’s domain, demands
  control of content. Brochureware is born. Web teams
  being formed: mix of marketing and IT staff.
• 1997: First eCommerce online
   – Less than 35 companies sold more than $50,000 online in 1997
• 1998: Companies standardizing look, feel, across
  divisions. Rules and standards developed.
   – In ‘98, G.E. had 12 different website look and feels for each
     division. No eCommerce at all. All content was static.
• 1999: companies start organizing, policies, etc
Internet Now Fully Matured

• Fully integrated into business across organization
   – ‘net IT has long since rolled back into IT as a sub-group within IT
   – Marketing owns content and message. Now often the driver of
     marketing rather than an add-on.
   – Any department within business can utilize Internet and/or web if
     business needs demand it.

• Age of specialization:
   – SEO, SEM, landing page design, engagement, interactivity,
     eCommerce, forecasting and demand planning, near-real-time
     content, etc.

• Lesson for Social Media: Leapfrog ahead on same path
  followed by Internet 1.0 ten years ago.
Key Takeaways Web 1.0 vs. Social Media:

• Similarities are astounding

• We’re in a time of rapid change like Web 1.0 - but
  without the budgets!
   –   Fast cycles
   –   Difficult to predict needs
   –   Little/no procedures, roles undefined and evolving
   –   No one really in charge
   –   Enterprise-scale tools not fully developed

• Timing is right now!
   – Plan now to jump ahead a year in growth cycle of Social Media
   – Policies, organization, who does what?
Interview with Ryan Squire
Example: OSU Medical Center

– Ryan Squire: Social Media Program Director for OSU
  Medical Center
– Previously at NBC4i – pioneered social media at the
  station

– NBC4i
   • Informal
   • Grass roots
   • Ask for forgiveness, not permission

– OSU Medical
   • Formal
   • Power from the top
   • Matrixed responsibility
Interview with Ryan Squire
              http://wetoku.com/video/rfywedye (Full Video 14:46)




• What are a few examples of social media "projects" that have
  popped up in your organization. Who initiated these projects?
  Minute 0:41
   – Heart Video: hoping for 105,000 views (monthly heart attack rate in the US)


• How are you organized w/social media? Who do you report to? who
  does what? Minute 3:40
   – “Social Media is a culture, not a communications and marketing program”


• What departments are currently using social media? Minute 6:50
   –   Marketing & Communications
   –   External Relations
   –   Recruiting
   –   Customer Service
   –   Personalized Delivery of Healthcare
Interview with Ryan Squire
             http://wetoku.com/video/rfywedye (Full Video 14:46)




• Is social media formal or informal at OSU Medical? Minute 9:00
   – Formal: Policies and Guidelines are in place
   – Purpose is not to restrict. Purpose is to guide and direct. Helping people be
     successful and measure that success.


• Do you have an emergency social media plan? Minute 10:55
   – Have a Crisis plan in place, however also engaging an agency to help template
     out responses to different crises


• How is Social Media Management evolving? What will it look like in
  3 years? Minute 13:00
   – SM is important coming from those who are delivering the care – nurses,
     doctors, staff…etc.
   – Instead of being driven by MarComm, it’s driven by customers and managed by
     MarComm.
Rules of Engagement

• DON’TS
  –   Don’t fight back
  –   Don’t engage the heckler
  –   Don’t censor
  –   Don’t justify your behavior or make excuses

• DO’S
  –   Be honest & consistent
  –   “Over” apologize
  –   Take ownership & responsibility
  –   Bring customers INTO the discussion
  –   Share information
  –   Ask for their help (especially the ones who hate you)
New Concept: The Social Media Czar
                  Lead Charge, Focus Efforts, Leapfrog


• Planning
   – Budgeting
   – Works with IT to bring in the right skills & tools
• Coordinates Social Media efforts across company
   – Develops policies and procedures
   – Spreads consistent best practices
   – Encourages teaming across departments
• Evangelizes the uses of Social Media
   –   Presentations, meetings, training, introductions
   –   Boundarylessness
   –   Good leader but also good team player: low ego
   –   Understands business needs and technology possibilities
• Strong marketing and customer background + tech-savvy
• Reports into Marketing
   – Needs the support of ‘C’ level executive team
Social Media CZAR Org Structure

                      CEO




                                       Cust
IT      Legal   Ops     Sales   MKTG          Fin
                                       Svc




                                CZAR
Recommendations for
           Social Media Planning 2010

• Get senior management Support
   – C-level must recognize impact Social Media will have
   – Web 1.0 all over again
• Monitor your brand in the Social Media space
   – Know what’s being said about your company and products
• Develop Policies & Crisis Procedures
   – Don’t be Gordon Gee; plan responses to worst-case scenarios
• Leap-frog ahead 1-2 years in planning & strategy
   –   Organize for long term
   –   Build flexible budgets
   –   Develop Social Media metrics to demonstrate ROI
   –   Content Management policies
   –   Social Media evangelist or Czar
Action Plan

1) Identify C level Exec as champion
2) Get him/her onboard for impact of Social Media
   –   Outside expert to drive home point, if needed
3) Push path as mirroring Web 1.0
   –   Win mind share for planning and policy needs now
4) Search for person to fill Czar role
5) Launch department level and corporate level
   planning for 2010
   –   Policies, procedures, crisis response, content
       management, roles and responsibilities.
   –   Metrics for everything to measure ROI
[RE]sources

Social Media Policy Examples
   http://my.opera.com/community/blogs/corp-policy
   http://blogs.cisco.com/news/comments/ciscos_internet_postings_policy
   http://www.intel.com/sites/sitewide/en_US/social-media.htm
10 Must Haves for your social Media Policy (via Mashable)
   http://mashable.com/2009/06/02/social-media-policy-musts
Presentation on
   http://www.slideshare.net/tom8williams
Questions?

Tom Williams     Steve Bell

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AMA SIG Social Media 11-4-09

  • 1. AMA SIG – Social Media Social Media Planning for 2010 November 4, 2009 Tom Williams Steve Bell
  • 2. Social Media Today – Tactical, stand alone efforts running today – Point projects across the company & diff departments • No cohesion, multi-year plans, procedures – The Intern is the Brand Manager?
  • 3. Challenges – Challenges • Social Media still a mystery at the Top • Hard to control (anyone can do it) • Big organizations are inherently silo’d • First Amendment • Organizational control • Lack of business-focused tools • Lack of coordination / cooperation
  • 4. Org Groups using SM Cust IT Legal Ops Sales MKTG Fin Svc
  • 6. Blog used for Promotion
  • 7. Is Social Media a Fad or the Future? • Is Social Media just the new fad? Or is it the next wave? • Change how we will do business (or just what we do)? • If it is here to stay, what do companies need to do now? – From a business perspective
  • 8. The State of Social Media in 2009 • Web sites and e-mail dominate overall marketing mix – Now used by more companies than trade shows and PR • Social Media has gained major momentum – 50% of companies launching a Social Media effort in 2009 • But most budgets don’t yet support social media. – It had the smallest share of ‘09 marketing budget. • Only 23% of marketers see blogs & communities as “highly effective”
  • 9. How Social Media is Changing Corporate-Consumer Relationships Off-line and Web 1.0 Social Media Interactions Interactions “Community Marketing” Social Seller Buyer Seller Media Buyer Offer Interest Develop Respond Needs Match Fulfill Engage
  • 10. Forrester Research’s Take: • “Social [Media] computing shifts influence from traditional media to communities and buyers. Marketers must shift from push communication to pull dialogue to capitalize on this groundswell.”* “Social Media will completely change Marketing” * Forrester Research, 2009
  • 11. Social Media Becomes Web 3.0 • Social Media is a new tipping point. • Control swings from marketer to customer. – Marketing no longer controls the brand information. – Brand is in the hands of users!
  • 12. This Changes Every (Marketing) Thing Today Future • MarCom drives brand image • Brand driven by customers – Aspiration, not reality – Reality is unavoidable • Company hides ugly news • Honesty is mandatory – Keep it out of public view – Can’t hide bad news: customers create it • “Spend” was everything: • Playing field leveled for mass marketing small guys via (free) SM – Can’t spend your way out of a problem • Product/Brand managers • Customers to drive products drive product evolution
  • 13. Lessons for Social Media Planning from Web 1.0, circa 1997 • 1994: Public Internet launched • 1995: Company websites are IT projects • 1996: Marketing asserts Web is it’s domain, demands control of content. Brochureware is born. Web teams being formed: mix of marketing and IT staff. • 1997: First eCommerce online – Less than 35 companies sold more than $50,000 online in 1997 • 1998: Companies standardizing look, feel, across divisions. Rules and standards developed. – In ‘98, G.E. had 12 different website look and feels for each division. No eCommerce at all. All content was static. • 1999: companies start organizing, policies, etc
  • 14. Internet Now Fully Matured • Fully integrated into business across organization – ‘net IT has long since rolled back into IT as a sub-group within IT – Marketing owns content and message. Now often the driver of marketing rather than an add-on. – Any department within business can utilize Internet and/or web if business needs demand it. • Age of specialization: – SEO, SEM, landing page design, engagement, interactivity, eCommerce, forecasting and demand planning, near-real-time content, etc. • Lesson for Social Media: Leapfrog ahead on same path followed by Internet 1.0 ten years ago.
  • 15. Key Takeaways Web 1.0 vs. Social Media: • Similarities are astounding • We’re in a time of rapid change like Web 1.0 - but without the budgets! – Fast cycles – Difficult to predict needs – Little/no procedures, roles undefined and evolving – No one really in charge – Enterprise-scale tools not fully developed • Timing is right now! – Plan now to jump ahead a year in growth cycle of Social Media – Policies, organization, who does what?
  • 17. Example: OSU Medical Center – Ryan Squire: Social Media Program Director for OSU Medical Center – Previously at NBC4i – pioneered social media at the station – NBC4i • Informal • Grass roots • Ask for forgiveness, not permission – OSU Medical • Formal • Power from the top • Matrixed responsibility
  • 18. Interview with Ryan Squire http://wetoku.com/video/rfywedye (Full Video 14:46) • What are a few examples of social media "projects" that have popped up in your organization. Who initiated these projects? Minute 0:41 – Heart Video: hoping for 105,000 views (monthly heart attack rate in the US) • How are you organized w/social media? Who do you report to? who does what? Minute 3:40 – “Social Media is a culture, not a communications and marketing program” • What departments are currently using social media? Minute 6:50 – Marketing & Communications – External Relations – Recruiting – Customer Service – Personalized Delivery of Healthcare
  • 19. Interview with Ryan Squire http://wetoku.com/video/rfywedye (Full Video 14:46) • Is social media formal or informal at OSU Medical? Minute 9:00 – Formal: Policies and Guidelines are in place – Purpose is not to restrict. Purpose is to guide and direct. Helping people be successful and measure that success. • Do you have an emergency social media plan? Minute 10:55 – Have a Crisis plan in place, however also engaging an agency to help template out responses to different crises • How is Social Media Management evolving? What will it look like in 3 years? Minute 13:00 – SM is important coming from those who are delivering the care – nurses, doctors, staff…etc. – Instead of being driven by MarComm, it’s driven by customers and managed by MarComm.
  • 20. Rules of Engagement • DON’TS – Don’t fight back – Don’t engage the heckler – Don’t censor – Don’t justify your behavior or make excuses • DO’S – Be honest & consistent – “Over” apologize – Take ownership & responsibility – Bring customers INTO the discussion – Share information – Ask for their help (especially the ones who hate you)
  • 21. New Concept: The Social Media Czar Lead Charge, Focus Efforts, Leapfrog • Planning – Budgeting – Works with IT to bring in the right skills & tools • Coordinates Social Media efforts across company – Develops policies and procedures – Spreads consistent best practices – Encourages teaming across departments • Evangelizes the uses of Social Media – Presentations, meetings, training, introductions – Boundarylessness – Good leader but also good team player: low ego – Understands business needs and technology possibilities • Strong marketing and customer background + tech-savvy • Reports into Marketing – Needs the support of ‘C’ level executive team
  • 22. Social Media CZAR Org Structure CEO Cust IT Legal Ops Sales MKTG Fin Svc CZAR
  • 23. Recommendations for Social Media Planning 2010 • Get senior management Support – C-level must recognize impact Social Media will have – Web 1.0 all over again • Monitor your brand in the Social Media space – Know what’s being said about your company and products • Develop Policies & Crisis Procedures – Don’t be Gordon Gee; plan responses to worst-case scenarios • Leap-frog ahead 1-2 years in planning & strategy – Organize for long term – Build flexible budgets – Develop Social Media metrics to demonstrate ROI – Content Management policies – Social Media evangelist or Czar
  • 24. Action Plan 1) Identify C level Exec as champion 2) Get him/her onboard for impact of Social Media – Outside expert to drive home point, if needed 3) Push path as mirroring Web 1.0 – Win mind share for planning and policy needs now 4) Search for person to fill Czar role 5) Launch department level and corporate level planning for 2010 – Policies, procedures, crisis response, content management, roles and responsibilities. – Metrics for everything to measure ROI
  • 25. [RE]sources Social Media Policy Examples http://my.opera.com/community/blogs/corp-policy http://blogs.cisco.com/news/comments/ciscos_internet_postings_policy http://www.intel.com/sites/sitewide/en_US/social-media.htm 10 Must Haves for your social Media Policy (via Mashable) http://mashable.com/2009/06/02/social-media-policy-musts Presentation on http://www.slideshare.net/tom8williams