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standing together. moving forward.
SOCIAL MEDIA POLICIES
& GUIDELINES
Presented by Lisa Colton and
Rabbi Amy Bolton, JFS B...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
What & Why?
• Protect and guide
employees ...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
What & Why?
Flickr user: Matthew Piper
Fli...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Who It Covers
• Employees
(personal and
pr...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Employees
• Today it’s about a
work/life B...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Employees
• Professional Use:
• Personal U...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Public / Community Members
• The Living Ro...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Public / Community Members
• Set an intent...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Creating a Policy
Step 1. Establish the po...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Red Cross Policy
• Handbook and guidelines...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Bread For the World Principles:
As an orga...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Examples of Other Policies
100+ sample pol...
standing together. moving forward.
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
JEWISH FAMILY SERVICE
of Bergen & North Hu...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
What is a Policy?
“Prudence or wisdom in t...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Developing a Policy
Know your Organization...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
General Tips
• Mission-based
• Positive la...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
JFS Policy Outline
• Guiding Principles
• ...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
JFS Policy Outline
• Guiding Principles
• ...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Mission Statement
Based upon
Jewish tradit...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Introduction
“Social media shall be utiliz...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Guiding Principles
“Social media shall be ...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Jewish Values
Hachnasat Orchim – Welcoming...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Privacy
“Maintaining the dignity and confi...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Personal and Professional Boundaries
“JFS ...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Personal and Professional Boundaries
• Off...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Personal and Professional Boundaries
“As J...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Establishing Social Media Presence
Only Ex...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Posting Guidelines
“Posts on established s...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Liability & Insurance
Know your organizati...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Disclaimer
• On “Info” tab of JFS Facebook...
INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES
DARIM ONLINE
Positive Outcomes
• Policy as teaching too...
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Social Media Policies & Guidelines

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Social Media Policies and Guidelines webinar, with case study presented by Rabbi Amy Bolton of Jewish Family Service of Bergen and North Hudson, NJ.

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Transcript of "Social Media Policies & Guidelines"

  1. 1. standing together. moving forward. SOCIAL MEDIA POLICIES & GUIDELINES Presented by Lisa Colton and Rabbi Amy Bolton, JFS Bergen & North Hudson Counties Oct 28, 2010
  2. 2. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE What & Why? • Protect and guide employees – your online representatives. (Like being at an event or answering the phone.) • Have something to point to when issues arise. • Provide comfort to skeptics - some sense of control. Flickr user: mscaprikell
  3. 3. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE What & Why? Flickr user: Matthew Piper Flickr user: EUSKALANATO - = Barriers to contributing online are low. Help people be mindful. Teach.
  4. 4. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Who It Covers • Employees (personal and professional uses) • Volunteers/Board Members • Public who participates in your spaces Flickr User: Janey Kay
  5. 5. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Employees • Today it’s about a work/life BLEND not a work/life balance. This can work in your favor!
  6. 6. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Employees • Professional Use: • Personal Use: -How to use, tone, info -How/when to respond, engage (or not) -What’s off limits -What’s the intention -When to ask for help -How to avoid conflicts -How to clarify roles, disclosures -How to navigate fuzzy boundaries -How to support your org/mission -Reference other policies where applicable
  7. 7. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Public / Community Members • The Living Room Policy (Shel Israel): If you came into my home and were rude to another guest, I would ask you to stop. If you continued to be rude, I would ask you to leave. From this point forward, this is what I will do. If I feel you are being abusive, hogging the conversation or otherwise discouraging the open exchange of legitimate points of view. I will ask you to be more polite. If you ignore the request, I will ban you from further Comments. I call the the Living Room rule and I will enforce it subjectively.
  8. 8. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Public / Community Members • Set an intention for the online space, and model it. • “Reserve your right…” to delete postings, etc. • Provide appropriate channels for private discussions for problems, and invite them. • Engage in discussion. Not all negative things are bad. Flickr User: Jonesrocio
  9. 9. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Creating a Policy Step 1. Establish the policy: Determine the policy and what you want to accomplish. Buy in is important! Step 2. Educate: Important to train and/or make employees aware of the implications. Create ongoing opportunities for discussion and education. Step 3. Enforce: Less about the top down control, but the fact that you need to consistently use the policy – it shouldn’t sit in a drawer. Ongoing education, and educating new employees/volunteers is important too.
  10. 10. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE
  11. 11. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Red Cross Policy • Handbook and guidelines as well as a policy • http://sites.google.com/site/wharman/social-media-strategy-handbook Use Disclaimers Be Accurate Be Transparent Be Considerate Respect Copyright Laws Be Generous Uphold the Fundamental Principles
  12. 12. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Bread For the World Principles: As an organization, …we will establish a Bread presence wherever target audiences or constituencies already congregate online. …we will be flexible as we encourage experimentation and testing of new social media tools …we will encour-age Bread staff and supporters to use social media and Web 2.0 tools. …we will provide train-ing and resources to Bread staff and as appropriate, for key Bread activists. …and whenever possible, we will be supportive of social media sites initiated by Bread’s grass-roots. ...we will endeavor to ensure consistency of messages and actions across all media platforms. …we will adhere to Bread’s policies, including those covering privacy and confidential information. ..we will identify ourselves clearly in what we write and what we post. …we will respect copyright rules. As individuals, …we will not use our identity as Bread employees, including our Bread email accounts, in association with personal sites that are outside the scope of Bread’s mission. …we will be responsible for what we write and what we post. …we will ensure that our blogging and social networking activities will not interfere with our work commitments. More here: http://www.socialmedia.biz/social-media-policies/bread-for-the-worlds-social-media-policy/
  13. 13. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Examples of Other Policies 100+ sample policies from for- and non-profits: http://socialmediagovernance.com/policies.php Beth Kanter’s blog: http://beth.typepad.com/beths_blog/policy/ See many links within her posts on this topic for examples. 10 Must Haves for your Social Media Policy, from Mashable: http://mashable.com/2009/06/02/social-media-policy-musts/
  14. 14. standing together. moving forward.
  15. 15. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE JEWISH FAMILY SERVICE of Bergen & North Hudson Social Media Policies and Guidelines Helping Hands from the Heart of the Community By Rabbi Amy Bolton October 2010
  16. 16. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE What is a Policy? “Prudence or wisdom in the management of affairs” “management or procedure” -http://www.merriam-webster.com/dictionary/policy
  17. 17. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Developing a Policy Know your Organization’s process! • Committee approval • Senior Staff approval • Legal Issues • Trustee approval • Streamline with existing policies
  18. 18. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE General Tips • Mission-based • Positive language • Short and Sweet!
  19. 19. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE JFS Policy Outline • Guiding Principles • Responsibilities of Staff, Volunteers and Trustees • Confidentiality and Copyright/Legal Issues • Personal and Professional Boundaries
  20. 20. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE JFS Policy Outline • Guiding Principles • Privacy • Personal and Professional Boundaries • Establishing Social Media Presence • Posting Guidelines
  21. 21. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Mission Statement Based upon Jewish tradition and values…   The mission of Jewish Family Service is  to strengthen and preserve the well-being of individuals and families;  to help them effectively meet the challenges and changes through life  by providing quality human services and professional counseling  to all who call upon its services. 
  22. 22. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Introduction “Social media shall be utilized in a way that furthers the mission of Jewish Family Service, Inc. (JFS) to strengthen and preserve the well-being of individuals and families… “JFS Staff, Trustees and volunteers are ambassadors for the agency, and are viewed as such by the public. Therefore, the guidelines and policies outlined below must dictate the use of social media when engaging in online activities both in and out of work.”
  23. 23. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Guiding Principles “Social media shall be utilized in a way that furthers the mission of Jewish Family Service, Inc. (JFS)” • Preserve privacy and dignity of clients and community members • Education • Community Engagement
  24. 24. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Jewish Values Hachnasat Orchim – Welcoming Guests • “Engage more people with JFS to better serve those in need and provide opportunities for others to serve.” Klal Yisrael – Unity in the Community • “Promote community dialogue and education to enhance partnerships” Lashon Hara – Gossip & Negative Speech • “Social media shall not be used in a way that promotes gossip or the discussion of individuals over issues. Privacy and confidentiality must be preserved in all social media interactions.”
  25. 25. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Privacy “Maintaining the dignity and confidentiality of clients is essential.” • Do not discuss specific clients or cases  • Get written permission to use photographs or video • Direct private conversations offline
  26. 26. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Personal and Professional Boundaries “JFS Staff, Trustees and volunteers are ambassadors for the agency, and are viewed as such by the public.”
  27. 27. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Personal and Professional Boundaries • Official posts must be designated as such • Clearly indicate whether posting as a representative  of JFS • Personal online posts, publication of photos and  videos, etc,  including communications on issues unrelated to JFS, should be consistent with JFS’  mission See New York Times Magazine article, 7/25/10 http://www.nytimes.com/2010/07/25/magazine/25privacy-t2.html?pagewanted=all
  28. 28. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Personal and Professional Boundaries “As JFS ambassadors, staff, trustees and volunteers shall exercise sound judgment in their personal social media usage.”
  29. 29. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Establishing Social Media Presence Only Executive Director approves new social media usage “Establishing a JFS presence on a public social network (Twitter, Facebook, YouTube, Linked In, etc.) must be authorized beforehand by the Executive Director.”
  30. 30. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Posting Guidelines “Posts on established sites shall be updated regularly according to the conventions of each site, only by staff, volunteers and trustees designated by the Executive Director.” • Create Dialogue • No Anonymous posts or responses • Personal comments must be clearly designated • Only speak for agency if explicitly told to • Bring inappropriate posts or comments to Management’s attention
  31. 31. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Liability & Insurance Know your organization and potential legal pitfalls. • Have Lawyer/Insurance Agent review policy • Errors and Omissions • Professional Liability (D & O) • Employment Practices Liability • Disclaimer
  32. 32. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Disclaimer • On “Info” tab of JFS Facebook page
  33. 33. INTERNET STRATEGIES FOR JEWISH ORGANIZATIONS AND THEIR COMMUNITIES DARIM ONLINE Positive Outcomes • Policy as teaching tool • Review overall communication policies • Keep Insurance up to date • Solidify goals of social media
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