Social Learning Strategy Checklist<br />Organizational adoption of social media as a comprehensive learning strategy is one part software rollout, one part transformational change, and one part large scale corporate initiative. Depending on your initial focus, it might involve a single cohort group, your whole company, your partners or suppliers, your clients, or even the public at large. Regardless of your scope, there are a number of critical items that you must address in order to achieve success. While you may not need to address all of the issues below on your particular initiative, you should at least consider the implications and issues for each item below, and where necessary, develop a plan of action to address those that are relevant to your situation.<br />Culture<br />What do you want it to be? What is it today? <br /><ul><li>Openness vs. planning? Where is your balance point?
Autonomy and self-direction vs. top-down mandates? Where is your balance point?
What do executives, key stakeholders and “rank-and-file” think about social media and sharing?
What are your organizational attitudes about transparency?
To what extent do learners take personal responsibility and accountability for their learning?</li></ul>Approach and Methods<br />What “kind” of Social Learning models are you pursuing? How do they integrate?<br /><ul><li>Codified?
What kinds of social learning interventions do you need?
Do you need focused Communities of Practice or decentralized social learning that is part of all learning experiences? Or both?
Will you pursue a federated model and use best-of-breed from multiple provides with a single or multiple aggregation points?
Will you use a unified suite that offers core social media applications, such as SharePoint or Jive?
How will your social media elements interact with your Learning Management System?
If “social learning” happens outside the LMS, what will happen where?
If “social learning” happens outside the LMS, how will you see a unified view of learner activity?
Where will you keep the “profile” of record to avoid having multiple learner profiles across multiple systems?
If you use a federated approach or multiple systems in any way, how will ensure that learners can discover people through content, content through people, content through content, and people through people across your systems?
If you use a federated approach or multiple systems, how will you search?
If you use a federated approach or multiple systems, how will develop recommendation, reward, and recognition strategies?
If you use a suite approach, how will you address gaps – missing wiki, missing microblog etc…?</li></ul>Planning<br />Who owns what? How will get from point A to point B? How will you mitigate risk?<br /><ul><li>What kinds of social media are already being used in the organization?
What is your plan when these policies are breached?
What is in your Miss Manners Guide to Social Learning?
Who is on your Social Learning Governance Board – IT, Legal, CLO etc…?
How will social learning activities factor into key performance indicators and performance reviews?
What does IT own? Some suggestions: security issues, archiving, technical issues, deployment, options, aggregation, report consolidation, integration fulfillment, report fulfillment.
What does Learning own? Some suggestions: strategy, cultural readiness, “tools” training, moderation, member management, community management, programming, integration requirements, reporting fulfillment with built-in reporting tools.
What does Legal and Compliance own? Some suggestions: archival strategy, social media storage requirements, approval strategies for sensitive content (which might be all content), member management and “flagging” policies, reporting requirements for all of the above.
Who will support your organization’s use of social media? Technical support? IT? Learning?
What is your start point in terms of participants and technologies?
What is the long-term rollout plan? What social media tools will be turned on when? When you do turn on new functionality, what is the trigger – time, membership, activity?
Will you organize content topically, hierarchically by division, unit etc…, or by functional area?
What is your launch strategy to drive participation? (more below)
How will you identify champions and key influencers prior to roll-out and on an on-going basis?
Who will be responsible for defining content categories and the overall ontology of your social learning content?
What is end of life or end game for your learning community? Does the community evolve into something else? Is it archived? Is there a planned obsolescence because it’s a one-off in response to external factors what will change? </li></ul>Launch Activities<br />How will you quickly achieve critical mass? How will you sustain and grow the initiative over time?<br /><ul><li>What other corporate initiative(s) is the launch point tied to?
How will you drive traffic and participation in the “early days”? Some suggestions: competitions, rewards, “forcing” through changed process, well-planned programming schedules, middle management expectations, senior level management modeling, social media events – wiki barn raising, live chats, team video jams etc…
Who will be responsible for enforcing your policy and procedure changes? For example, if learners are not supposed to answer questions of each other via email, but through the wiki or an FAQ discussion board, who will be responsible for enforcing the change?
Who will be responsible for “seeding” content before go-live?
How will you ensure that learners have the necessary skills and tools to participate in the conversation and sharing? Things to consider: training on the social media tools, training on social media concepts, lots of early recognition and praise.</li></ul>Technical Stuff, Legal, Compliance<br />How will this effort fit into existing corporate governance strategies?<br /><ul><li>What is your security plan to prevent unauthorized viewing of sensitive data?
What is your data recovery plan in the event of corruption, server failure etc…?
What is your plan to communicate the security so that users can help safeguard sensitive content while feeling secure enough to freely share within the defined parameters of the site?
Do you need a “contact” permission policy to prevent your SME’s or other experts from being overwhelmed?
Do you have a “Do not discuss via Social Media” list? What is it and how will it be communicated?
What kinds of topics require “pre-approval” before posting live to the site?
What kinds of topics must include “report violation” options after they go live?
Do you have a list of keywords that should be redacted or replaced?
Do you have a keyword list that should trigger notification to SMEs, Legal or Compliance personnel?
What is your reaction plan to a breach of policy? Who owns it? Who enforces it?</li></ul>Learning Communities in the Extended Enterprise<br />Planning for community members who are “outside” the company walls…<br /><ul><li>If you have external audiences, suppliers, partners, clients, etc… in addition to internal audiences, what is your plan for all of the above for your external audiences?
What is your strategy for leveraging public social media channels?
Is the Learning group the lead or is Marketing, Customer Support, Product Management, etc…?
How will your social learning strategies compliment your marketing, customer support, product, etc… strategies?
How will you leverage content between various constituents?
Do you need to have “blended” areas where clients, employees, suppliers etc… co-mingle in a shared space with access to shared content?
What role do your external members play in community management, programming or moderation?</li></ul>Community Management<br />How will you manage and grow your community over time?<br /><ul><li>Who will be in charge of community management?
What role will senior leaders play in contributing to the learning community?
How will you market your successes and the growing value of the content?
How will you promote new content, new members, new groups, and new topics?</li></ul>Professional Development, Skills, Competencies<br />What kinds of skills and competencies do you need to develop as a learning professional?<br /><ul><li>Become a Social Media tools maven – wiki, video, podcast, blogging, microblogging, etc…
Understand key concepts of Social and Cultural Anthropology
Understand key concepts related to Team Building and Team Dynamics