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Corporate
Guidelines
for

  Social
Media
Efforts
          October
2011
     Raúl
Colón,
CISA,
CGEIT,
ISO
27001
LA
Corporate
Guidelines
for
Social

        Media
Efforts
 Show Importance of Social Media to Business
               Stakeholders
Show
 Importance of
Social Media for
    Business
  stakeholders
Many Stakeholders Different Perspectives
CEO
            COO
      CMO
                                  CIO
 HR

                           PR


                           CISO




Where do they agree regarding SM?
Objectivity = Return On Investment (ROI)
Non - Financial Impact
Financial Impact
(Gain
from
Investment
‐
Cost
of
Investment)
ROI
=              Cost
of
Investment




          R.O.I. Equation
hIp://thebrandbuilder.wordpress.com
Understanding Strategy, Tactics, Goals, & Targets
Made up of lots of moving parts...




             Strategy
Methods Used to Execute a Strategy




                Tactics
Desired End Point




Goals
Specific Value

Targets
Your
  Policies
 should be
your 1st line
of defense.
What every company should
       know about
  Social Media Policies.
% of Companies Without
Social Media Policies
by Platform
Strength           Weakness
     Business
         Not
Easily

     Friendly          Searchable

Opportunity        Threat
   Find
Quality
     Exposes
Your

     Business
       Employee
List
   RelaEonships

           LinkedIN SWOT
Strength            Weakness
    Synchs
with              Steps
To
    Other
Apps               Check
In

Opportunity         Threat
      Strong
           Gives
Away

     Following      CriEcal
InformaEon


                  SWOT
Strength            Weakness
   Largest
User
    Constantly
Changing

       Base           Security
Policies

Opportunity         Threat
  People
Live
on
            FaEgue
    Facebook


           Facebook SWOT
Strength              Weakness
 Great
Resource
         Working
on

 for
InformaEon        Business
Model

Opportunity           Threat
 Easily
integrated
            Lack
of

  to
other
Apps                Funding


                 SWOT
Strength            Weakness
     User
Rich
       Low
AdopEon
    Experience            Rate

Opportunity         Threat
 
Used
to
Improve       Larger
      Morale        
CompeEtors
(FB)


           Gowalla SWOT
Strength              Weakness
      New
&                Immature
    InnovaEve               System

Opportunity           Threat
Great
to
Integrate
   Not
Understanding
w/
Business
Tools       FuncEonality


           Google+ SWOT
Corporate
Guidelines
for

  Social
Media
Efforts
   Identify Risks in Social Media
Identifying Risks at a High Level
Can Bring Many Black Swans
Don’t Run Away
Many Myths that Can Hurt Your Organization
ocial Media is a Waste of Time
It’s Complicated
Anyone Can Do That Job
w Shiny Thing it Won’t Last
Lack of Policies
Lack of Monitoring
No Incident Reporting Structu
Data Leakage
Loss of Access Control
Corporate
Guidelines
for

  Social
Media
Efforts
  Formulate Social Media Policies
        for Your Company
•   Employee Code of Conduct for :
     • Online Communications
     • Company Representation in Online Communications

•   Employee:
     • Blogging Disclosure Policy
     • Facebook Usage Policy
     • Personal Blog Policy           •   Corporate:
     • Personal Social Network Policy      • Blogging Policy
     • Personal Twitter Policy             • Blog Use Policy
                                           • Blog Post Approval Process
     • LinkedIn Policy
                                           • Blog Commenting Policy
     • Google Plus Policy                  • Facebook Brand Page Usage Policy
                                           • Facebook Public Comment/Messaging Policy
     •                                     • Twitter Account Policy
                                           • YouTube Policy
                                           • YouTube Public Comment Policy

                                      •   Company Password Policy

                                      •




             Policies & More Policies
• Don’t Post Anonymously

• Separate Words From Personal & Business

• RESPECT - for clients, fellow employees and
  competitors

•


             Responsibility
• RESPECT - the privacy of clients and peers

• Highlight places where confidentiality might slip

• List what is ok to share, what is not.
•



              Confidentiality
•         Ask if Unsure!
•



    Common Sense & Judgement
Corporate
Guidelines
for
Social

        Media
Efforts
Plan for Crisis Management and Managing the
                   Inevitable
Managing The Inevitable
Recognize You are Not In Control
Build Relationships
1. Truth is the ultimate spin.
               2. Know your story.
               3. Know your audience.
               4. Practice telling your story.
               5. Establish a criteria for success.
               6. Stop when the crisis is over.

Robbie Vorhaus | vorhaus.com
Internationally recognized, trusted media,
and reputation advisor to world leaders.
New Rules of Open Leadership
Respect that Customers & Employees Have Power
Share Constantly to Build Tru
Nurture Curiosity and Humility
Hold Openness Accountable
Forgive Failure
Thank
You!


Next
Steps?
QuesZons?
    More Info Visit
          http://cimapr.net/LatinCacs
Photo
Credits

      Slide 3 - by webtreats- http://www.flickr.com/photos/webtreatsetc
Slide 4 - by Håkan Dahlström - http://www.flickr.com/photos/dahlstroms/
Slide 5 - by tiarescott - http://www.flickr.com/photos/tiarescott/
Slide 6 - by seanmcmenemy - http://www.flickr.com/photos/seanfx
Slide 8 - by digitalmoneyworld - http://www.flickr.com/photos/digitalcurrency/
Slide 9,10 - Olivier Blanchard's - http://thebrandbuilder.wordpress.com
Slide 11 - by Goodnight London - http://www.flickr.com/photos/goodnight_london/
Slide 12 - by Tony Austin - http://www.flickr.com/photos/tonyaustin
Slide 13 - by Mr/Smith - http://www.flickr.com/photos/manuscriptreplica/
Slide 14 - by ericvv - http://www.flickr.com/photos/ericvv
Slide 15 - by bk1bennett - http://www.flickr.com/photos/bk1bennett
Slide 16 - by TaulPaul - http://www.flickr.com/photos/brandandbutter
Slide 17 - by clopezhernandez - http://www.flickr.com/photos/61414976@N00/
Slide 18 -by JanMiddleton - http://www.flickr.com/photos/37333664@N06/
Slide 19 - by draganakotor - http://www.flickr.com/photos/32847557@N06/
Slide 27 - rjhuttondfw - http://www.flickr.com/photos/rjhuttondfw
Photo
Credits

      Slide 28 - by Phillie Casablanca http://www.flickr.com/photos/philliecasablanca/
Slide 29 - by Vincepal - http://www.flickr.com/photos/vincepal
Slide 33 - by gojeffrey - http://www.flickr.com/photos/gojeffrey
Slide 34 - by stevendepolo - http://www.flickr.com/photos/stevendepolo/
Slide 35 - by dougclow - http://www.flickr.com/photos/dougclow/
Slide 36 - by Sean MacEntee - http://www.flickr.com/photos/smemon
Slide 37 - by comedy_nose - http://www.flickr.com/photos/comedynose
Slide 38 - by vinotrip - http://www.flickr.com/photos/vinotrip
Slide 39 - by neoliminal - http://www.flickr.com/photos/neoliminal/
Slide 46 - by The U.S. Army - http://www.flickr.com/photos/soldiersmediacenter
Slide 47 - by neoliminal - http://www.flickr.com/photos/neoliminal/
Slide 48 - by sprout_labs - http://www.flickr.com/photos/33263856@N02/
Slide 49 - Robbie Vorhaus - http://Vorhaus.com
Slide 50 - Charlene Li - Open Leadership Book http://Chareleneli.com
Photo
Credits

      Slide 51 - by timparkinson - http://www.flickr.com/photos/timparkinson/
Slide 52 - by pagedooley - http://www.flickr.com/photos/pagedooley
Slide 53 - by Dan4th - http://www.flickr.com/photos/dan4th
Slide 54 - by livingonimpulse - http://www.flickr.com/photos/markus941
Slide 55 - by soot+chalk - http://www.flickr.com/photos/wilkristin/
Raúl
Colón
CISA,
CGEIT,
ISO
27001
LA
               raulcolon.net
               cimapr.net

               TwiIer:
@rj_c
               Google
+:
gplus.to/raul

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ISACA Corporate Guidelines For Social Media Efforts

  • 1. Corporate
Guidelines
for
 Social
Media
Efforts October
2011 Raúl
Colón,
CISA,
CGEIT,
ISO
27001
LA
  • 2. Corporate
Guidelines
for
Social
 Media
Efforts Show Importance of Social Media to Business Stakeholders
  • 3. Show Importance of Social Media for Business stakeholders
  • 5. CEO COO CMO CIO HR PR CISO Where do they agree regarding SM?
  • 6. Objectivity = Return On Investment (ROI)
  • 12. Made up of lots of moving parts... Strategy
  • 13. Methods Used to Execute a Strategy Tactics
  • 16. Your Policies should be your 1st line of defense.
  • 17. What every company should know about Social Media Policies.
  • 18. % of Companies Without Social Media Policies
  • 20. Strength Weakness Business
 Not
Easily
 Friendly Searchable Opportunity Threat Find
Quality
 Exposes
Your
 Business
 Employee
List RelaEonships LinkedIN SWOT
  • 21. Strength Weakness Synchs
with Steps
To Other
Apps Check
In Opportunity Threat Strong
 Gives
Away
 Following CriEcal
InformaEon SWOT
  • 22. Strength Weakness Largest
User
 Constantly
Changing
 Base Security
Policies Opportunity Threat People
Live
on
 FaEgue Facebook Facebook SWOT
  • 23. Strength Weakness Great
Resource
 Working
on
 for
InformaEon Business
Model Opportunity Threat Easily
integrated
 Lack
of
 to
other
Apps Funding SWOT
  • 24. Strength Weakness User
Rich
 Low
AdopEon Experience Rate Opportunity Threat 
Used
to
Improve Larger Morale 
CompeEtors
(FB) Gowalla SWOT
  • 25. Strength Weakness New
& Immature InnovaEve System Opportunity Threat Great
to
Integrate
 Not
Understanding w/
Business
Tools FuncEonality Google+ SWOT
  • 27. Identifying Risks at a High Level
  • 28. Can Bring Many Black Swans
  • 30. Many Myths that Can Hurt Your Organization
  • 31. ocial Media is a Waste of Time
  • 33. Anyone Can Do That Job
  • 34. w Shiny Thing it Won’t Last
  • 39. Loss of Access Control
  • 40. Corporate
Guidelines
for
 Social
Media
Efforts Formulate Social Media Policies for Your Company
  • 41. Employee Code of Conduct for : • Online Communications • Company Representation in Online Communications • Employee: • Blogging Disclosure Policy • Facebook Usage Policy • Personal Blog Policy • Corporate: • Personal Social Network Policy • Blogging Policy • Personal Twitter Policy • Blog Use Policy • Blog Post Approval Process • LinkedIn Policy • Blog Commenting Policy • Google Plus Policy • Facebook Brand Page Usage Policy • Facebook Public Comment/Messaging Policy • • Twitter Account Policy • YouTube Policy • YouTube Public Comment Policy • Company Password Policy • Policies & More Policies
  • 42. • Don’t Post Anonymously • Separate Words From Personal & Business • RESPECT - for clients, fellow employees and competitors • Responsibility
  • 43. • RESPECT - the privacy of clients and peers • Highlight places where confidentiality might slip • List what is ok to share, what is not. • Confidentiality
  • 44. Ask if Unsure! • Common Sense & Judgement
  • 45. Corporate
Guidelines
for
Social
 Media
Efforts Plan for Crisis Management and Managing the Inevitable
  • 47. Recognize You are Not In Control
  • 49. 1. Truth is the ultimate spin. 2. Know your story. 3. Know your audience. 4. Practice telling your story. 5. Establish a criteria for success. 6. Stop when the crisis is over. Robbie Vorhaus | vorhaus.com Internationally recognized, trusted media, and reputation advisor to world leaders.
  • 50. New Rules of Open Leadership
  • 51. Respect that Customers & Employees Have Power
  • 52. Share Constantly to Build Tru
  • 56. Thank
You! Next
Steps?
QuesZons? More Info Visit http://cimapr.net/LatinCacs
  • 57. Photo
Credits
 Slide 3 - by webtreats- http://www.flickr.com/photos/webtreatsetc Slide 4 - by Håkan Dahlström - http://www.flickr.com/photos/dahlstroms/ Slide 5 - by tiarescott - http://www.flickr.com/photos/tiarescott/ Slide 6 - by seanmcmenemy - http://www.flickr.com/photos/seanfx Slide 8 - by digitalmoneyworld - http://www.flickr.com/photos/digitalcurrency/ Slide 9,10 - Olivier Blanchard's - http://thebrandbuilder.wordpress.com Slide 11 - by Goodnight London - http://www.flickr.com/photos/goodnight_london/ Slide 12 - by Tony Austin - http://www.flickr.com/photos/tonyaustin Slide 13 - by Mr/Smith - http://www.flickr.com/photos/manuscriptreplica/ Slide 14 - by ericvv - http://www.flickr.com/photos/ericvv Slide 15 - by bk1bennett - http://www.flickr.com/photos/bk1bennett Slide 16 - by TaulPaul - http://www.flickr.com/photos/brandandbutter Slide 17 - by clopezhernandez - http://www.flickr.com/photos/61414976@N00/ Slide 18 -by JanMiddleton - http://www.flickr.com/photos/37333664@N06/ Slide 19 - by draganakotor - http://www.flickr.com/photos/32847557@N06/ Slide 27 - rjhuttondfw - http://www.flickr.com/photos/rjhuttondfw
  • 58. Photo
Credits
 Slide 28 - by Phillie Casablanca http://www.flickr.com/photos/philliecasablanca/ Slide 29 - by Vincepal - http://www.flickr.com/photos/vincepal Slide 33 - by gojeffrey - http://www.flickr.com/photos/gojeffrey Slide 34 - by stevendepolo - http://www.flickr.com/photos/stevendepolo/ Slide 35 - by dougclow - http://www.flickr.com/photos/dougclow/ Slide 36 - by Sean MacEntee - http://www.flickr.com/photos/smemon Slide 37 - by comedy_nose - http://www.flickr.com/photos/comedynose Slide 38 - by vinotrip - http://www.flickr.com/photos/vinotrip Slide 39 - by neoliminal - http://www.flickr.com/photos/neoliminal/ Slide 46 - by The U.S. Army - http://www.flickr.com/photos/soldiersmediacenter Slide 47 - by neoliminal - http://www.flickr.com/photos/neoliminal/ Slide 48 - by sprout_labs - http://www.flickr.com/photos/33263856@N02/ Slide 49 - Robbie Vorhaus - http://Vorhaus.com Slide 50 - Charlene Li - Open Leadership Book http://Chareleneli.com
  • 59. Photo
Credits
 Slide 51 - by timparkinson - http://www.flickr.com/photos/timparkinson/ Slide 52 - by pagedooley - http://www.flickr.com/photos/pagedooley Slide 53 - by Dan4th - http://www.flickr.com/photos/dan4th Slide 54 - by livingonimpulse - http://www.flickr.com/photos/markus941 Slide 55 - by soot+chalk - http://www.flickr.com/photos/wilkristin/
  • 60. Raúl
Colón CISA,
CGEIT,
ISO
27001
LA raulcolon.net cimapr.net
 TwiIer:
@rj_c Google
+:
gplus.to/raul

Editor's Notes

  1. \n
  2. \n
  3. How do you show importance?\nWhat things do you think Social Media has an advantage over?\nHas your Company started with Social Media?\n\n
  4. Everyone Looks at it from a Different Perspective\nMarketing \nCustomer Service\nSUpport\nC-Level MAnagement\n\n
  5. CEO - Wants the organization to work as a whole. He leads the key strategy. \nCOO - Takes care of anything operational he looks at social media with the purpose of finding the organization to be more operational\nCMO - Is looking for effective and hopefully efficient ways to market the business and increase sales\nCIO - Is making sure the organization stays up to date with all emerging technologies if aligned with COO can make key decisions to help with business intelligence using the right tools. \nPR - Making sure that the public perceives the organization in the correct way.\nHR - In charge or recruiting can leverage social media to cut recruiting costs and recruit better quality resources\n\nWhere is the CISO? Everything I have read regarding social media usually leaves de CISO out of the picture\n
  6. Return on investment\n\nOnly one Way to Measure REturn on Investment\n
  7. Non-Financial Impact\n Website Visitors\n Impressions\n Customer Complaints\n Click-Throughs\n Positive Press\n Coupons Distributed\n Youtube Views\n Visitors to a Brick & Mortar Store\n Positive WOM\n Negative Word of Mouth\n Delivered Emails\n Negative Press\n Employment applications\n Facebook Friends\n Blog Comments\n Social Mention\n Twitter Followers\n\n
  8. Return on investment\n
  9. Return on investment\nAny Accounting or Business MAjors in the room\n
  10. From Olivier Blanchard The Brandbuilder\n\n
  11. \n
  12. Use Facebook to Increase both our reach and our prospect to customer conversions. \n
  13. Two of the tactics would be \n\n1. Discount Coupons for new connections on Facebook on their first online purchase\n\n2. $5 off his or her next online purchase to anyone who share on facebook this week?\n
  14. Organization’s desired End Point, also known as objective\n\nGoals set a direction and focus of an activity, whereas the targets established specific parameters of success for accomplishing goals. \n
  15. Specific value assigned to an objective within a finite timeframe. \n\nExample Companies Goals is to increase net new trasacting customers the target would be 100 new customers in Q1\n\n\n
  16. How many of you have one social media policy?\nHow many of you have various policies for Social Media?\n\nHow many of your policies link up to Social Media and Online presence?\n
  17. \n
  18. Large percentage of companies without social Media Policies. \n
  19. \n
  20. Any Others?\nHow many people are on linkedin\n
  21. \n
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  27. Many issues can be seen by someone who is up to date in Social Media from a high level\n\n
  28. I really think Social Media has created a few Black Swans (based on Nassim Taleb’s Book) when it comes to protecting your organization. Which clearly means that Social Media has created a monster nobody is able to tame. \n\n
  29. If you run away .. You might get hit by a Train\n\n
  30. \n
  31. How many things take the attention away from social media. \n
  32. \n
  33. How many of you have played a video game on a fighter jet?\nHow many of you have been in an Fighter JEt Simulator?\n\n
  34. \n
  35. Al these myths create this situation where there are the following\n
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