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Social Media
                         Best Practices

How To Create A Successful Program
                                           February 2009




        John.Sheridan@SocialMedia404.com
                  @JohnSheridan
Introduction
Social Media remains a mystery to many
 organizations, but actually, it just takes some
 planning.


This slide deck will walk you through a highly
 simplified Social Media program example, using
 our proprietary Social Media Best Practices
 framework: OASIS.
Problem:
How To Start This Journey?




                 flickr.com/photos/mikemike
flickr.com/photos/schillergarcia
Solution:




     Use a process.

       flickr.com/photos/botheredbybees
Social Media Paradise: OASIS
This easy-to-remember framework applies to:
 • For profit            • Marketing, PR, Comms
                         • Sales
 • Non-profit            • Customer Service
 • Government            • Recruitment & Retention
                         • Product Management
 • Personal programs     • Advocacy
                         • Awareness
 • Special causes        • Fundraising
 • Special events        • Influence
SO LET’S GET STARTED.
OASIS
        Social Media 404’s OASIS: Best Practices

Objectives – determine what you want to achieve first.

Audience – profile your audience.

Strategy – pick a path that fits.

Implementation – select the technologies.

Sustainment – nurture. measure. adjust.
                                      flickr.com/photos/batega
OASIS

 Step 1

bjectives
What Do You Want To Achieve?
The first step is deciding                             OASIS
  what you are trying to do:
 • Increase revenue? Gain more customers? Raise
   awareness? Develop new products?

Create a S.M.A.R.T*. Objective (or two)
Make sure your Social Media objective
 contributes to at least one organizational objective
               *Specific, Measureable, Attainable, Relevant, Timed
Example
The Ugly Car Company
  “They’re not pretty, but they’re cheap and they work.”

Corporate Objectives:
  • to increase sales by 15% this year.
  • To reduce operating expenses by 10% this year.
Social Media Objective: for the next six months, use
  free technology to create customer champions who will
  recommend our products to new customers.
OASIS

Step 2

udience
The internet is populated by individuals who each have their
          own capability, behaviours, and desires.

                        Know your audience
                      to know how to connect.
“




flickr.com/photos/tonypeters
Who Is Your Audience?
                                            OASIS
This is the most critical step.
  Understanding audience is crucial to success.
Determine from your available resources how you
  will:
  • segment your audience, and;
  • discover their online characteristics
Who Are They?

Part 1:
 • Customers?
 • Product reviewers/industry pundits?
 • News content creators?
 • Suppliers?
Who Are They?


Part 2:
 • Gender?
 • Age?
 • Location?
Who Are They?

What capabilities and behaviours do they have:
 • Lurkers? Contributors? Creators? Hunter/gatherers?
 • Use mobile? Web-only?
 • What sites do they visit?
 • What do they look for?
What Are They Saying Now?

What are we hearing in our own world?
 • Feedback to us through email, online comments,
   telephone, paper…

What are we hearing everywhere else?
 • Bloggers, discussion forums, online news feeds…
Put It All Together

Use any recent existing research available
Conduct secondary audience research to verify
 and validate
Conduct primary audience research, if possible
Research all online conversations
Example

Primary Audience:
 • Customers, aged 18-30, live in Northern USA and
   Canada, use our product during harsh winter months,
   generally tech-savvy and participatory online, high
   use of mobile devices, likely to have a profile in one
   or more social networks, high consumers of video,
   etc…
Example

Secondary Audience:
 • Automobile reviewers, aged 30-50, mostly North
   American, some European and Asia Pacific, mostly
   print content but high degree of online replication,
   more limited use of online technologies, etc…
 • Dealer network, aged 40-64, all North American,
   tech-savvy, mostly lurkers, etc…
OASIS

Step 3

trategy
Select a “category” of tool (or two)

 Implementation                                    still growing
                                                  (e.g: widgets,
                                                  measuring, ..)




                                            another dimension -
                                              “use” strategies
                                            (e.g: cross-posting,
                                            status donation, …
flickr.com/photos/briansolis
What Is The Best Path?
                                                OASIS
Before you pick a tool, pick a type of tool:
  • Should we be blogging?
  • Host a discussion forum?
  • Create videos?
  • Join a social network?
  • Replicate content?
Example
Primary Audience will likely use:
  • Social networks
  • Video content sharing
  • Product development/customer service network
Secondary Audience will likely use:
  • Blog feeds
  • Specifications documents
OASIS

    Step 4

mplementation
Now, Pick The Right Tool(s)
                              OASIS
A Fool With A Tool, Is Still A Fool

We know. You’ve been dying to get your hands
  on the tools. Well, now is your chance.
Find the type of tool that will most effectively
  connect to your audience.
It will be a waste of time using any tool, if your
  audience does not use it, too. That’s why your
  audience research is so important.
Example
Our World:
 • Gather/re-package/create required content
 • Add social tools to our web site (content in, content
   out)
 • Draft Social Media Press Release announcing the
   Ugly Car Network
 • People: determine and allocate internal resources/
   obtain external resources
Example


Everywhere else:
 • Create presence in selected networks
 • Create accounts with selected tools
 • Begin content distribution
OASIS

  Step 5

ustainment
keep the
conversation
   going



  flickr.com/photos/polandeze
Nurture, Measure, Adjust
                                         OASIS



You’ve launched the Ugly Car Network.
Now what?
Nurture, Measure, Adjust
You are the host of an ongoing conversation.
 Treat everyone you talk with as an important
 guest. Everyone is entitled to respect.
Interact, gauge reaction, ask questions, give
 honest answers. Listen. Provide.
Measure, measure, measure.
Results not what you want? Do things differently.
Results are good? Do more of the same!
Example
RSS subscribers up 45% => increase article output
Professionally-produced video not being viewed as many
  times as anticipated => create new strategy: ask customers
  to submit video of themselves using the product; establish
  new publication channels
Product enhancement suggestions from customers
  increasing => bring engineering directly into conversations
High number of dealership enquires from new international
  markets => engage VP Business Development
AND SO ON...
In Conclusion



   Key Principles
       TO REMEMBER
#1

Listen
Listening
Dimensions Measure:
 How To                                  Listening
           my blog, forum,                  other blog(s), forum(s),
          external presence                  external presence(s)




                               Aggregation,
                              Interpretation,
                                Adjustment


  “attention,                                                         “authority,
 participation”                                                      influence”*
                                                *beingpeterkim.com/2008/09/a-framework-for.html
#2
People trust people,
not institutions.
Loose Lips Launch Ships




  I trust “a person like me”.


SlideShare.net/davefleet/edelman-trust-barometer-2008
#3

Bite Size
All content must now be
               created and packaged
              in small pieces for easy
            mixing, sharing, consuming.


flickr.com/photos/markhillary
flickr.com/photos/dantaylor
#4

Dip Your Toes
Organizations: Making The Leap

 “Crossing the Chasm:
 Marketing and Selling High-Tech
 Products to Mainstream Customers”


                                     start small => business case & pilot
#5
If you need help,
     ask for it.
Recap

                 • Remember:
                  •   Listen
Use a process:    •   People trust people
                  •   Bite Sized
                  •   Start Small
                  •   Ask for help
what
   can we
        do
          for you…




   flickr.com/photos/ -bast-
Talk With Us




        connect@SocialMedia404.com

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Social Media404 Oasis Social Media Best Practices

  • 1. Social Media Best Practices How To Create A Successful Program February 2009 John.Sheridan@SocialMedia404.com @JohnSheridan
  • 2. Introduction Social Media remains a mystery to many organizations, but actually, it just takes some planning. This slide deck will walk you through a highly simplified Social Media program example, using our proprietary Social Media Best Practices framework: OASIS.
  • 3. Problem: How To Start This Journey? flickr.com/photos/mikemike
  • 5. Solution: Use a process. flickr.com/photos/botheredbybees
  • 6. Social Media Paradise: OASIS This easy-to-remember framework applies to: • For profit • Marketing, PR, Comms • Sales • Non-profit • Customer Service • Government • Recruitment & Retention • Product Management • Personal programs • Advocacy • Awareness • Special causes • Fundraising • Special events • Influence
  • 7. SO LET’S GET STARTED.
  • 8. OASIS Social Media 404’s OASIS: Best Practices Objectives – determine what you want to achieve first. Audience – profile your audience. Strategy – pick a path that fits. Implementation – select the technologies. Sustainment – nurture. measure. adjust. flickr.com/photos/batega
  • 10. What Do You Want To Achieve? The first step is deciding OASIS what you are trying to do: • Increase revenue? Gain more customers? Raise awareness? Develop new products? Create a S.M.A.R.T*. Objective (or two) Make sure your Social Media objective contributes to at least one organizational objective *Specific, Measureable, Attainable, Relevant, Timed
  • 11. Example The Ugly Car Company “They’re not pretty, but they’re cheap and they work.” Corporate Objectives: • to increase sales by 15% this year. • To reduce operating expenses by 10% this year. Social Media Objective: for the next six months, use free technology to create customer champions who will recommend our products to new customers.
  • 13. The internet is populated by individuals who each have their own capability, behaviours, and desires. Know your audience to know how to connect. “ flickr.com/photos/tonypeters
  • 14. Who Is Your Audience? OASIS This is the most critical step. Understanding audience is crucial to success. Determine from your available resources how you will: • segment your audience, and; • discover their online characteristics
  • 15. Who Are They? Part 1: • Customers? • Product reviewers/industry pundits? • News content creators? • Suppliers?
  • 16. Who Are They? Part 2: • Gender? • Age? • Location?
  • 17. Who Are They? What capabilities and behaviours do they have: • Lurkers? Contributors? Creators? Hunter/gatherers? • Use mobile? Web-only? • What sites do they visit? • What do they look for?
  • 18. What Are They Saying Now? What are we hearing in our own world? • Feedback to us through email, online comments, telephone, paper… What are we hearing everywhere else? • Bloggers, discussion forums, online news feeds…
  • 19. Put It All Together Use any recent existing research available Conduct secondary audience research to verify and validate Conduct primary audience research, if possible Research all online conversations
  • 20. Example Primary Audience: • Customers, aged 18-30, live in Northern USA and Canada, use our product during harsh winter months, generally tech-savvy and participatory online, high use of mobile devices, likely to have a profile in one or more social networks, high consumers of video, etc…
  • 21. Example Secondary Audience: • Automobile reviewers, aged 30-50, mostly North American, some European and Asia Pacific, mostly print content but high degree of online replication, more limited use of online technologies, etc… • Dealer network, aged 40-64, all North American, tech-savvy, mostly lurkers, etc…
  • 23. Select a “category” of tool (or two) Implementation still growing (e.g: widgets, measuring, ..) another dimension - “use” strategies (e.g: cross-posting, status donation, … flickr.com/photos/briansolis
  • 24. What Is The Best Path? OASIS Before you pick a tool, pick a type of tool: • Should we be blogging? • Host a discussion forum? • Create videos? • Join a social network? • Replicate content?
  • 25. Example Primary Audience will likely use: • Social networks • Video content sharing • Product development/customer service network Secondary Audience will likely use: • Blog feeds • Specifications documents
  • 26. OASIS Step 4 mplementation
  • 27. Now, Pick The Right Tool(s) OASIS
  • 28. A Fool With A Tool, Is Still A Fool We know. You’ve been dying to get your hands on the tools. Well, now is your chance. Find the type of tool that will most effectively connect to your audience. It will be a waste of time using any tool, if your audience does not use it, too. That’s why your audience research is so important.
  • 29. Example Our World: • Gather/re-package/create required content • Add social tools to our web site (content in, content out) • Draft Social Media Press Release announcing the Ugly Car Network • People: determine and allocate internal resources/ obtain external resources
  • 30. Example Everywhere else: • Create presence in selected networks • Create accounts with selected tools • Begin content distribution
  • 31. OASIS Step 5 ustainment
  • 32. keep the conversation going flickr.com/photos/polandeze
  • 33. Nurture, Measure, Adjust OASIS You’ve launched the Ugly Car Network. Now what?
  • 34. Nurture, Measure, Adjust You are the host of an ongoing conversation. Treat everyone you talk with as an important guest. Everyone is entitled to respect. Interact, gauge reaction, ask questions, give honest answers. Listen. Provide. Measure, measure, measure. Results not what you want? Do things differently. Results are good? Do more of the same!
  • 35. Example RSS subscribers up 45% => increase article output Professionally-produced video not being viewed as many times as anticipated => create new strategy: ask customers to submit video of themselves using the product; establish new publication channels Product enhancement suggestions from customers increasing => bring engineering directly into conversations High number of dealership enquires from new international markets => engage VP Business Development
  • 37. In Conclusion Key Principles TO REMEMBER
  • 39. Listening Dimensions Measure: How To Listening my blog, forum, other blog(s), forum(s), external presence external presence(s) Aggregation, Interpretation, Adjustment “attention, “authority, participation” influence”* *beingpeterkim.com/2008/09/a-framework-for.html
  • 41. Loose Lips Launch Ships I trust “a person like me”. SlideShare.net/davefleet/edelman-trust-barometer-2008
  • 43. All content must now be created and packaged in small pieces for easy mixing, sharing, consuming. flickr.com/photos/markhillary
  • 46. Organizations: Making The Leap “Crossing the Chasm: Marketing and Selling High-Tech Products to Mainstream Customers” start small => business case & pilot
  • 47. #5 If you need help, ask for it.
  • 48. Recap • Remember: • Listen Use a process: • People trust people • Bite Sized • Start Small • Ask for help
  • 49. what can we do for you… flickr.com/photos/ -bast-
  • 50. Talk With Us connect@SocialMedia404.com