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Nonprofits Live: Online Privacy
 Featuring Jacob Chang and Alexandra Ross
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Who is TechSoup?
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• As of June 2010, TechSoup served more than
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  expenses in 33 countries around the world.
Presenters




Michael DeLong              Jacob Chang               Alexandra Ross
   TechSoup                  TechSoup                 Paragon Legal
  Facilitator                 Presenter                  Presenter

                 Assisting with chat: Ale Bezdikian
Social Media Best
    Practices
                    Image Area
comScore 2011 Survey
“Top 10 Need-to-Knows about Social Networking and Where It’s Headed”
Tips for Personal Use of Social Media

• Read the Privacy Policy before you join sites or download apps

• Review Privacy Settings
   – Facebook (set to friends, limit sharing of info re apps, block ads)
   – Twitter – can set to private instead of public tweets

• Review Permission Screens for Facebook apps (optional vs.
  required)

• Use common sense (posts live forever)

• Employment context
   – what to do if potential employer asks for your Facebook password
   – now illegal in some states (Illinois and Maryland, pending in California)
Social Media Policy

• HR policy governing use of Social Media by employees

• Online database of social media policies
http://socialmediagovernance.com/policies.php

• Tie into other company policies regarding email, use of
  internet, confidentiality etc.

• Topics to cover
         - policy applies to multi-media, social networking websites, blogs
and wikis for both professional and personal use
         - whether or not use at work / on company equipment is permitted
         -postings should not disclose any information that is confidential or
proprietary
         - if an employee comments on any aspect of the company's business
Social Media Policy

         -the disclaimer should be something like "the views expressed are
mine alone and do not necessarily reflect the views of (your companies
name)”

         -employees should neither claim nor imply that they are speaking on
the company's behalf
         -internet postings should not include company logos or trademarks
unless permission is asked for and granted
         -internet postings must respect
copyright, trademark, defamation, fair use, financial disclosure, and other
applicable laws
         -no posts containing PII - information that allows a page visitor to
determine a poster’s identity or third party’s identity and that includes off-
site contact information (e.g. name plus email, phone number, physical
address or other contact information; SS #, driver’s license number, credit
card number)
         -PR issues – reminder that employees should not speak to the media
on company’s behalf
Social Media Policy
National Labor Relations Board (NLRB) issues can be tricky

• how to craft workplace social media policies that are consistent with
  the terms of the National Labor Relations Act (NLRA).
• Section 7 of the NLRA provides employees with the right to engage in
        “concerted activities for the purpose of collective bargaining or
        other mutual aid or protection.”
• Social Media policies that discourage the exercise of these rights may
        run afoul of the NLRA.
• NLRB questions use of common social media policy provisions
• Precise wording of the policy is critical to whether it is considered
        overbroad by the NLRB
• Social media policies that distinguish between the prohibited behavior
        and concerted activities excluded by the policy, and that provide
        examples of each, would be more likely to withstand NLRB
        scrutiny
• Legal review recommended
Special Rules for certain Social Media

• All content posted must comply with all company policies as noted
  above, in addition to the Terms of Use and Privacy Policy of each
  Social Media site.

• Twitter
        -Account Name. If tweeting on behalf of the company, name
should reflect that (e.g. @AvonAmy). Post list on company website of
employees tweeting on behalf of the company.
        -Company Assets. It should be clear that the twitter account is a
company asset. If the associate tweeting on behalf of the company
should leave, they will need to leave their account behind as well.
        -Email Address. Company twitter accounts should be used with a
company email address (@avon.com) Business email addresses should
not be used for personal social media accounts.
        -may wish to require employees to “verify” their Twitter
accounts
Special Rules for certain Social Media

• Facebook
          -Before allowing employee use of Facebook for business, implement
process to coordinate with Social Media team
          -Official company site vs. personal pages of employees (personal
profiles or groups should not be used for commercial purposes)

• Pinterest
        -Since images on Pinterest aren’t usually created by the pinner, there
are copyright considerations. Pinterest does not ask users to consider
permissions before each "pin," aiming to make the user experience seamless.
        -employees that pin content should confirm they own all rights to
the images and that repinning would be an accepted use
Special Rules for certain Social Media
• YouTube
     -copyright concerns re posting or using third
party video content without permission.]
     - for consistency and authentication
encourage use of the "network" template where
employee channels can link to official corporate
channels
Social Media to promote your business
Social Media Review- Framework and
              Approach
Sample components of social media activity and key business objectives as it relates to strategy, operations, reporting, compliance and information technology maturity.


                                  Planning &                            Metrics &                                                                Information
Strategy                                                                                                    Compliance
                                  Operations                            Reporting                                                                 Technology

   The Social Media                                                                                                                                      Ensure integrity
  Strategy is aligned                      Processes and                    Relevant metrics, and                   The organizations
                                                                            associated financial/                   actions related to                   and security of
   with the overall                      procedures have                                                                                                    corporate
 corporate goals and                    been implemented                     operational reports                   social media comply
                                                                                 have been                          with all applicable                    information
 objectives and has a                      to ensure the                                                                                               systems in order to
      supporting                       successful execution                 established to ensure                    federal and local
                                                                                 successful                        regulatory issues; as               maintain a positive
      governance                        of the social media                                                                                            brand through the
  structure and plan                            plan                        implementation and                        well as internal
                                                                             use of social media                          policies                     use of social media
     of execution
Social Media                                                                                                   5

Maturity Model                                                                    4
                                                                                                        Transformational

                                                                                                       • The organization
                                                                               Functional                has moved into a
                                                           3                                             collaborative
                                                                                                         network that
                                                                           • SM is applied for a
                                                    Experimental                                         creates new value
                                                                             specific purpose
                                                                                                         through the use of
                                                                           • SM is executed
                                                                                                         SM.
                                   2              • Departments set up
                                                                             where activities can
                                                                                                       • SM application
                                                                             be a value-add
                                                    independent                                          development
                                Ad Hoc                                       initiatives
                                                    initiatives, work in                               • ‘Crowdsourcing’ is
                                                                           • Key dept’s, are
                                                    silos                                                leveraged
          1                                       • Developing needs
                                                                             active on a SM
                                                                                                       • SM is fully
                          • Individual                                       platform
                                                    for SM strategy and                                  integrated into the
     Pre-Social             employees/teams                                • Formal SM policy
                                                    policy                                               strategy and
                            use social media on                            • Defined procedures
                                                  • No structure for                                     processes, enabling
                            their own                                        for moderating
                                                    answering and                                        the organization to
 • Have not yet tried     • No social media                                  conversations
                                                    responding                                           take the lead in
   to do anything in        strategy or policy                             • Clear and
                                                  • Have not put in the                                  exploiting
   the Social Web.        • Team is                                          meaningful
                                                    investment to really                                 opportunities
 • Don’t have a page        communicating on                                 conversations with
                                                    start meaningful                                   • Social media
   on Facebook or any       social platform but                              customers
                                                    conversations with                                   influencers are
   other Social             customers can not                              • SM is utilized for
                                                    their customers.                                     leveraged to
   network.                 interact with                                    value add activities
                                                  • Team is                                              improve reach and
 • No current plan or       company                                          such as public
                                                    communicating on                                     engagement
   strategy to engage     • Customers can not                                relations or
                                                    social platform but
   with social media in     interact with each                               customer service
                                                    not fully engaged
   the near future          other                                            and research .
                                                    with customers
                                                                           • Collaboration
                                                                             among
                                                                             departments




                                     Tactical                                                       Strategic
Social Media Planning
Goals – identify the goals that are unique to the applications and the department
or market

• Channels – identify the channels that will be used

• Engagement – include specifics on the level of engagement. For example, will
  social media be used to listen, share information, comment on other content, or
  create original content such as blog post or podcast.

• Staffing and Funding – define resource requirements in order to support the
  social media plan

• Metrics – identify the relevant metrics that support the goals

• Social Media Policies – define the rules of engagement for social media use

• Training curriculum for associates
Social Media Monitoring
• Determine the best opportunities to impact business objectives such as identifying
  areas of risk or unique issues (e.g customer service, PR)

• Identify what you need to know to make an impact on the business objectives. (e.g.if
  the objective is to build a pipeline of professional level associates, determine who
  are the current thought leaders are in the industry, who is engaged in the
  conversation and how their thoughts are relevant to the type of people you are
  seeking)

• Identify who will be in the conversation

• Determine where the most meaningful conversations are most likely to occur

• Understand who in the organization is in the best position to gain actionable
• insights from the listening activities

• Determine which tools will be best able to help you listen and collect the right
  information.
Social Media Monitoring and Control Tools


Internal – teams or social media managers that are trained to review and pull
content based on certain guidelines and escalation paths. In some
cases, legal, HR, PR may need to review and approve before content is
pulled.

Efficiencies can be gained by determining how tools that monitor and control
social media (eg Radian6) fit into broader information governance.

-Radian6 gathers the discussions happening online and gives businesses the
ability to analyze, manage, track, and report on their social media monitoring
and engagement efforts. Radian6 provides the social media monitoring
platform for marketing, communications and customer support
professionals.
eDiscovery and Retention Requirements
Although there are some specific laws and regulations, such as the SEC Rule 17a-4, that
apply to certain verticals that make the governance of social media relatively easy, for
most other businesses, there are no clear rules.

When it comes to retention many companies keep data as the default option, because
it is easy.

Retaining masses of social media content will lead to the same issues as e-mail has: big
storage bills, difficulties in information retrieval and legal headaches.

Make rational retention decisions, based first on applicable laws and regulations where
they exist and then common sense business needs.
Questions?

Alexandra Ross
aaross25@gmail.com

Jacob Chang
jchang@techsoupglobal.org

Michael DeLong
mdelong@techsoupglobal.org
Thank you to our Webinar Support!




  For more information:
  pages.readytalk.com/techsoup.html

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Nonprofits Live: Online Privacy

  • 1. Nonprofits Live: Online Privacy Featuring Jacob Chang and Alexandra Ross
  • 2. Using ReadyTalk • Chat & raise hand • All lines are muted • If you lose your internet connection, reconnect using the link emailed to you. • If you lose your phone connection, re-dial the phone number and re-join. • ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers.
  • 3. You are being recorded… • This presentation recording will be available on the TechSoup website along with past webinar presentations: www.techsoup.org/go/webinars • You will receive a link to this presentation, material and links. • Twitter hashtag: #techsoup #nplive
  • 4. Who is TechSoup? • TechSoup is a 501(c)(3) nonprofit organization. • As of June 2010, TechSoup served more than 127,000 organizations, distributed more than 6.3 million technology donations, and enabled nonprofit recipients to save more than $1.8 billion in IT expenses in 33 countries around the world.
  • 5. Presenters Michael DeLong Jacob Chang Alexandra Ross TechSoup TechSoup Paragon Legal Facilitator Presenter Presenter Assisting with chat: Ale Bezdikian
  • 6. Social Media Best Practices Image Area
  • 7.
  • 8. comScore 2011 Survey “Top 10 Need-to-Knows about Social Networking and Where It’s Headed”
  • 9. Tips for Personal Use of Social Media • Read the Privacy Policy before you join sites or download apps • Review Privacy Settings – Facebook (set to friends, limit sharing of info re apps, block ads) – Twitter – can set to private instead of public tweets • Review Permission Screens for Facebook apps (optional vs. required) • Use common sense (posts live forever) • Employment context – what to do if potential employer asks for your Facebook password – now illegal in some states (Illinois and Maryland, pending in California)
  • 10. Social Media Policy • HR policy governing use of Social Media by employees • Online database of social media policies http://socialmediagovernance.com/policies.php • Tie into other company policies regarding email, use of internet, confidentiality etc. • Topics to cover - policy applies to multi-media, social networking websites, blogs and wikis for both professional and personal use - whether or not use at work / on company equipment is permitted -postings should not disclose any information that is confidential or proprietary - if an employee comments on any aspect of the company's business
  • 11. Social Media Policy -the disclaimer should be something like "the views expressed are mine alone and do not necessarily reflect the views of (your companies name)”
 -employees should neither claim nor imply that they are speaking on the company's behalf -internet postings should not include company logos or trademarks unless permission is asked for and granted -internet postings must respect copyright, trademark, defamation, fair use, financial disclosure, and other applicable laws -no posts containing PII - information that allows a page visitor to determine a poster’s identity or third party’s identity and that includes off- site contact information (e.g. name plus email, phone number, physical address or other contact information; SS #, driver’s license number, credit card number) -PR issues – reminder that employees should not speak to the media on company’s behalf
  • 12. Social Media Policy National Labor Relations Board (NLRB) issues can be tricky • how to craft workplace social media policies that are consistent with the terms of the National Labor Relations Act (NLRA). • Section 7 of the NLRA provides employees with the right to engage in “concerted activities for the purpose of collective bargaining or other mutual aid or protection.” • Social Media policies that discourage the exercise of these rights may run afoul of the NLRA. • NLRB questions use of common social media policy provisions • Precise wording of the policy is critical to whether it is considered overbroad by the NLRB • Social media policies that distinguish between the prohibited behavior and concerted activities excluded by the policy, and that provide examples of each, would be more likely to withstand NLRB scrutiny • Legal review recommended
  • 13. Special Rules for certain Social Media • All content posted must comply with all company policies as noted above, in addition to the Terms of Use and Privacy Policy of each Social Media site. • Twitter -Account Name. If tweeting on behalf of the company, name should reflect that (e.g. @AvonAmy). Post list on company website of employees tweeting on behalf of the company. -Company Assets. It should be clear that the twitter account is a company asset. If the associate tweeting on behalf of the company should leave, they will need to leave their account behind as well. -Email Address. Company twitter accounts should be used with a company email address (@avon.com) Business email addresses should not be used for personal social media accounts. -may wish to require employees to “verify” their Twitter accounts
  • 14. Special Rules for certain Social Media • Facebook -Before allowing employee use of Facebook for business, implement process to coordinate with Social Media team -Official company site vs. personal pages of employees (personal profiles or groups should not be used for commercial purposes) • Pinterest -Since images on Pinterest aren’t usually created by the pinner, there are copyright considerations. Pinterest does not ask users to consider permissions before each "pin," aiming to make the user experience seamless. -employees that pin content should confirm they own all rights to the images and that repinning would be an accepted use
  • 15. Special Rules for certain Social Media • YouTube -copyright concerns re posting or using third party video content without permission.] - for consistency and authentication encourage use of the "network" template where employee channels can link to official corporate channels
  • 16. Social Media to promote your business
  • 17. Social Media Review- Framework and Approach Sample components of social media activity and key business objectives as it relates to strategy, operations, reporting, compliance and information technology maturity. Planning & Metrics & Information Strategy Compliance Operations Reporting Technology The Social Media Ensure integrity Strategy is aligned Processes and Relevant metrics, and The organizations associated financial/ actions related to and security of with the overall procedures have corporate corporate goals and been implemented operational reports social media comply have been with all applicable information objectives and has a to ensure the systems in order to supporting successful execution established to ensure federal and local successful regulatory issues; as maintain a positive governance of the social media brand through the structure and plan plan implementation and well as internal use of social media policies use of social media of execution
  • 18. Social Media 5 Maturity Model 4 Transformational • The organization Functional has moved into a 3 collaborative network that • SM is applied for a Experimental creates new value specific purpose through the use of • SM is executed SM. 2 • Departments set up where activities can • SM application be a value-add independent development Ad Hoc initiatives initiatives, work in • ‘Crowdsourcing’ is • Key dept’s, are silos leveraged 1 • Developing needs active on a SM • SM is fully • Individual platform for SM strategy and integrated into the Pre-Social employees/teams • Formal SM policy policy strategy and use social media on • Defined procedures • No structure for processes, enabling their own for moderating answering and the organization to • Have not yet tried • No social media conversations responding take the lead in to do anything in strategy or policy • Clear and • Have not put in the exploiting the Social Web. • Team is meaningful investment to really opportunities • Don’t have a page communicating on conversations with start meaningful • Social media on Facebook or any social platform but customers conversations with influencers are other Social customers can not • SM is utilized for their customers. leveraged to network. interact with value add activities • Team is improve reach and • No current plan or company such as public communicating on engagement strategy to engage • Customers can not relations or social platform but with social media in interact with each customer service not fully engaged the near future other and research . with customers • Collaboration among departments Tactical Strategic
  • 19. Social Media Planning Goals – identify the goals that are unique to the applications and the department or market • Channels – identify the channels that will be used • Engagement – include specifics on the level of engagement. For example, will social media be used to listen, share information, comment on other content, or create original content such as blog post or podcast. • Staffing and Funding – define resource requirements in order to support the social media plan • Metrics – identify the relevant metrics that support the goals • Social Media Policies – define the rules of engagement for social media use • Training curriculum for associates
  • 20. Social Media Monitoring • Determine the best opportunities to impact business objectives such as identifying areas of risk or unique issues (e.g customer service, PR) • Identify what you need to know to make an impact on the business objectives. (e.g.if the objective is to build a pipeline of professional level associates, determine who are the current thought leaders are in the industry, who is engaged in the conversation and how their thoughts are relevant to the type of people you are seeking) • Identify who will be in the conversation • Determine where the most meaningful conversations are most likely to occur • Understand who in the organization is in the best position to gain actionable • insights from the listening activities • Determine which tools will be best able to help you listen and collect the right information.
  • 21. Social Media Monitoring and Control Tools Internal – teams or social media managers that are trained to review and pull content based on certain guidelines and escalation paths. In some cases, legal, HR, PR may need to review and approve before content is pulled. Efficiencies can be gained by determining how tools that monitor and control social media (eg Radian6) fit into broader information governance. -Radian6 gathers the discussions happening online and gives businesses the ability to analyze, manage, track, and report on their social media monitoring and engagement efforts. Radian6 provides the social media monitoring platform for marketing, communications and customer support professionals.
  • 22. eDiscovery and Retention Requirements Although there are some specific laws and regulations, such as the SEC Rule 17a-4, that apply to certain verticals that make the governance of social media relatively easy, for most other businesses, there are no clear rules. When it comes to retention many companies keep data as the default option, because it is easy. Retaining masses of social media content will lead to the same issues as e-mail has: big storage bills, difficulties in information retrieval and legal headaches. Make rational retention decisions, based first on applicable laws and regulations where they exist and then common sense business needs.
  • 24. Thank you to our Webinar Support! For more information: pages.readytalk.com/techsoup.html

Editor's Notes

  1. This slide shows a global look at the social media environment,
  2. The U.S. Country snapshot) was obtained from comScore’s 2011 survey “Top 10 Need-to-Knows About Social Networking and Where It’s Headed” to show relevant social media statistics for the US Survey is based on Internet usage from home and work based computers from opt-in research panel, consisting of 2 Million people sourced from 171 countries. See the following link for further details: http://www.comscore.com/Press_Events/Presentations_Whitepapers/2011/it_is_a_social_world_top_10_need-to-knows_about_social_networkingOnline Population Visiting Social Networks- 185.2 (total social networking audience)/188.5 (total audience)= .98 (98%)Share of Time Spent on Social Networking- Time spent on Social Networking as a percentage of total time onlineSocial Networking Demographic Reach- Social Networking reached at least 95.3 percent of online users who are male, age 55 and older; etc. Average Engagement with Social Networking- Average hours in a month per visitor by age group%Reach= The estimated number of individuals in the audience of a broadcast that is reached at least once during a specific period of time. 156.0 (unique visitors)/188.5 (total audience)=.828 (82.8% Reach)
  3. A social media policy with strong cross-functional input can reduce compliance, litigation and security risks. At a minimum, the policy should cover what the organization will and will not do online, what employees can and cannot do, and what the public can and cannot do on company social media sites. It is also recommended to have a well-communicated social media policy in place before leveraging social media for business use.
  4. Remove wmt logo
  5. Prohibitions on the disclosureof confidential or “non-public” information, or of matters concerning individual privacy rights, via social media. Instructions not to reveal non-public information may be unenforceable as applied to discussions about, or criticismof, the employer’s labor policiesand its treatment of employees.The NLRB noted such a tension in policy requiring social media usersnot to “reveal non-public company information on any public site,” where the explanation of non-public company information did not include appropriate carve-outs for activities protected under Section 7. • Prohibitions on the disclosureof an individual’s personal information via social media. The NLRB took issue with a social media policy instructing employees: “[D] on’t disclose [personal information regarding employees and other third parties] in any way via social media or other online activities.” As the NLRB explained, “[I]n the absence of clarification, employees would reasonably construe it to include information about employee wages and their working conditions.” • Discouragements of the “friending” of one’s co-workers. Accordingto the third memorandum, a policy statement advising employees to “think carefully about ‘friending’ other co-workers” could be construed as unlawfully discouraging employees from communicating regarding the terms of their employment. • Requirements that employee grievances be addressed through internal procedures, rather than aired online. A social media policy providing the employer “believes that individuals are more likely to resolve concerns about work by speaking directly with co-workers, supervisors or other management-level personnel than by posting complaints on the Internet” was found to be unlawful, according to the NLRB, because it might inhibit employees from “seeking redress through alternative forums.” The NLRB noted, however, that employers may “reasonably suggest” availing of internal dispute resolution procedures. • Prohibitions on the sending of unsolicited communications to other employees. The NLRB found a policy requiring employees to report receiving “unsolicited or inappropriate electronic communications” to be an impermissible restraint on employees’ right to discuss their employment conditions. • Restrictions on public discussions of personal opinions regarding work. One policy discussed in the memorandum expressly permitted employees to discuss online their personal opinions about work-related issues, but only to other employees and not to the general public. The NLRB found this overbroad because the right to discuss employment conditions extends to discussions with non-employees. • Prohibitions on comments regarding pending legal matters. A policy providing, “Don’t comment on any legal matters, including pending litigation or disputes,” was found to be unlawful on the basis that it “restricts employees from discussing the protected subject of potential claims” against their employer. Prohibitions on responding to government inquiries. The NLRB found that one employer’s directionto employees not to respond to communications from government agencies was overbroad “to the extent that it restricts employees from their protected right to converse with [NLRB] agents or otherwise concertedly seek the help of government agencies regarding working conditions, or respond to inquiries from government agencies regarding the same.” Requirements that employees check with the legal department or human resources (HR) department prior to posting or communicating with the media. Requiring employees to secure permission from their employer before engaging in activities protected under Section 7, the memorandum noted, is prohibited by the NLRA.
  6. In yourSocial Media policy, you may wish to go into detail about what is permissible on certain social media sites.
  7. Can you move this slide 4 and 5 to just before the one that starts the social media to promote your business series?
  8. Definition: Crowdsourcing- a distributed problem-solving and production process that involves outsourcing tasks to a network of people, also known as the crowd. This process can occur both online and offline. The difference between crowdsourcing and ordinary outsourcing is that a task or problem is outsourced to an undefined public rather than a specific other body.
  9. Consider including the following in the social media plan:
  10. Can you add bullets here to be consistent with other slides?
  11. Can you add bullets here to be consistent with other slides?