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Windy City Summit - Social Networks - how to be compliant and competitive - 2015 - dean de lisle - forward progress - final

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Windy City Summit - Social Networks - how to be compliant and competitive - 2015 - dean de lisle - forward progress - final

From the 2015 Windy City Summit - Chicago

What is said on social media and the Internet can impact a financial institution’s risk profile due to poor due diligence or oversight. With policies, education, coaching and support you are empowered to manage and mitigate risk. This session will cover this new shift in protection and what is being allowed and where to draw the line.
• Moderating – methods and tools to address collaboration needs effectively
• Monitoring - methods and tools to see what your employees are saying and what is being said about your organization
• Archiving – how to comply with regulators, keep track of your bank’s social activity
• Training – ways to train your organization effectively to support the effort
• Coaching – ongoing support in this ever changing landscape

From the 2015 Windy City Summit - Chicago

What is said on social media and the Internet can impact a financial institution’s risk profile due to poor due diligence or oversight. With policies, education, coaching and support you are empowered to manage and mitigate risk. This session will cover this new shift in protection and what is being allowed and where to draw the line.
• Moderating – methods and tools to address collaboration needs effectively
• Monitoring - methods and tools to see what your employees are saying and what is being said about your organization
• Archiving – how to comply with regulators, keep track of your bank’s social activity
• Training – ways to train your organization effectively to support the effort
• Coaching – ongoing support in this ever changing landscape

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Windy City Summit - Social Networks - how to be compliant and competitive - 2015 - dean de lisle - forward progress - final

  1. 1. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Networks
  2. 2. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Dean DeLisle • Founder and CEO of Forward Progress, Inc. • Train and Coach over 2,000 people per month • Trained and Coached over 95,000 in Social Network Skills • Over 30 years in Business Coaching, Consulting and Training • Call Center, Internet, eMarketing, Event Management, Lead Generation, Web Seminars, eLearning, eSelling • Over Two Billion Dollars Sales, over 100 Million Leads, Helped Thouands of People using Internet Based Lead • Financial Services, Real Estate, Professional Services, Legal, Accounting Manufacturing, Telecommunications, Technical, Insurance, Agencies, Auto, Retail, Banking Educational and Channel Sales…..
  3. 3. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Networks Where Do You Stand Now? YOU ARE HERE
  4. 4. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc The Changing Landscape • Culture • Market • Information • Employees • Clients
  5. 5. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Network Efforts Why do they often not work for organizations? MINDSET!MINDSET!
  6. 6. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc The Issue with Social Networks • What about productivity? • How can we control this? • Can this really help us? • Does the risk outweigh the benefits? • Why is this in my department?
  7. 7. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc The Issue with Social Networks • “I don’t have enough time” • “I don’t know what my voice should be” • “I worry about negative comments” • “I don’t know what to post” • “I’m worried about what people will think”
  8. 8. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Current Use of Social Networks? • Blogs • Articles • Postings • Status Updates • Emails • Video/Photo • Links
  9. 9. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Why Online Social Networks? • Interactive • People Are More Responsive • Builds Trust • Builds Community • Viral Activity • Sharing
  10. 10. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Networks We Already Know • Ourselves • Your Company • Windy City Summit • City/Country Clubs • Chambers • Industry Clubs • Organizations • Charities • Religious/Health • Network Groups • LinkedIn Groups
  11. 11. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Networks We Already Know – Why? • Trusted colleagues • Like-minded people hanging out • Similar friends associations • You have more “things” in common • Similar “beliefs” • Recommended “in”
  12. 12. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc How Many Contacts Do You Have That You Cannot See? • That know YOU? • That trust YOU? • That have done business with YOU? • That would recommend YOU?
  13. 13. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Our Networks
  14. 14. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc The LinkedIn Network
  15. 15. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc 2015 LinkedIn Stats - Growing • LinkedIn Has Over 350 Million Members • Average user has 240 “Connections” • One degree from over 35,000 “Trusted Connections” • Two degrees from over 3,200,000 “Trusted Connections” • 160 Million unique visitors a month • 1 million new members added per week • 17.8 million members belong to groups • 1.2 million comments and posts to groups weekly • 2 billion people searches annually • 2 million companies have a company page OVER 1,000 to 1
  16. 16. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Our Networks
  17. 17. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Network Science* Node: Individual Link: Connection between two nodes Cluster: Several linked nodes Hub: Large cluster, several clusters *Courtesy of US Army
  18. 18. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Organizational and Team Impact (External)
  19. 19. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Organizational and Team Impact (Internal)
  20. 20. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Regulatory Compliance Items • Take Caution – For high regulation industries, social media can be dangerous when used irresponsibly and communication may be subject to legal discovery in the event of a lawsuit • Best Practice – Adopt a social media policy among employees and stick with it • Be cohesive with standing company by-laws and Social Compliance items • Training – Once a policy is adopted, training and coaching is a must; especially for employees in sales, marketing, and public relations
  21. 21. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Compliance Items • Social Media Guidelines – Rules of Engagement • Be transparent • Be judicious • Write about what you know • Perception is reality • It’s a conversation • Are you adding value? • Be responsible • Create some excitement • Be a thought leader • Pause before you move
  22. 22. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc 5 Steps to Successful Social HR – Complaint Friendly
  23. 23. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 1 - Educate • HR First! (Social HR) • Organization - Culture • Department – Champions • Pilot Groups – Champions • Certifications STEP1 - EDUCATE
  24. 24. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc 1. Be Compliant 2. Behave Responsibly 3. Be in Community 4. Be Social 5. Be Efficient – Only 20 Minutes/Day Step 1 - Educate
  25. 25. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 2 -Professional Profiles • Complete Profiles • Step Two - Social HR • Your First Conversation • Empower Management • Be Clear • What do you want/need? • What type of recruits? • What is your role?
  26. 26. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 2- Get Found Your Personal Business Keywords
  27. 27. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 3– Connecting Your Social Reach Inside and Out • Step Three – Social HR • Proper Etiquette • Internal vs. External • Policy vs. Protocol • Code of Conduct Get social!
  28. 28. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 3 - Adding Connections Inside • Senior Executives • Direct Reports • Key Networkers • Learning/Training Get social!
  29. 29. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 3 - Adding Connections Outside • Training Vendors • Consultants / Suppliers • External Recruiters Get social!
  30. 30. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Remember 1.Be personal 2.Reference meeting 3.Include personal info 4.Set appointment 5.Add phone number
  31. 31. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 4 - Posting – Starting a Conversation • When you post, you are talking! • What do you have open? • What requirements do you have? • What do you need? • What will showcase your personality? • What can you provide? Step Four Social HR
  32. 32. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Homepage Interaction
  33. 33. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Step 5 – Posting on the Business Page Step Five – Social HR Your Networking Event!
  34. 34. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Social Networks - Success • Create a Policy • Create Guidelines • Look good together • Training • Not just Technical • Engage Responsibly • Watch/Listen • Coach and Support
  35. 35. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Thank You!Thank You!
  36. 36. ForwardProgress.NET facebook.com/ForwardProgresscoachme@ForwardProgress.NET @FwdProgressInc Connect WITH Us! dean@forwardprogress.net www.ForwardProgress.NET www.SocialJack.com TWITTER: @FwdProgressInc TWITTER DEAN: @DeanDeLisle GOOGLE+: +DeanDeLisle FACEBOOK PAGE: Facebook.com/ForwardProgress LINKEDIN: LinkedIn.com/in/DeanDeLisle

Editor's Notes

  • What are you afraid of when you post?
    No one will respond?
    Looking “stupid?”
  • What are you afraid of when you post?
    No one will respond?
    Looking “stupid?”
  • - Let’s look at the LinkedIn Network
    - This is just a little bit above average.
    - Look at these numbers in your network!!!
  • It’s huge!
  • It’s huge!
  • It’s huge!
  • YOUR FIRST CONVERSATION

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