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Leveraging Next Generation Web Tools In Stock Plans


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Internet: The Next Generation: Leveraging Web tools in Stock Plans. These are the slides from the GEO 2010 conference presented by Elizabeth Dodge, Dan Walter, and Jeremy Spencer Wright.

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Leveraging Next Generation Web Tools In Stock Plans

  1. 1. Internet: The Next Generation: Leveraging Web Tools in Stock Plans Elizabeth Dodge, CEP VP, Stock & Option Solutions Dan Walter, CEP President and CEO, Performensation Jeremy Spencer Wright COO, Two Step Software
  2. 2. The Buzz Words
  3. 3. Audience Poll – Have you? <ul><li>Read a Blog </li></ul><ul><ul><li>TwoStep Blog </li></ul></ul><ul><ul><li>Or commented on a blog article - Comment on TwoStep Blog </li></ul></ul><ul><li>Posted a status update on Facebook, Twitter, or LinkedIn </li></ul><ul><ul><li>GEO’s LinkedIn Page </li></ul></ul><ul><ul><li>SOS FaceBook Pages </li></ul></ul><ul><ul><li>Performensation's Twitter Page </li></ul></ul><ul><li>Watched a YouTube Video </li></ul><ul><ul><li>Michael Bendorf discusses GEOnomics '09 </li></ul></ul><ul><ul><li>TwoStep Demo </li></ul></ul><ul><ul><li>SOS Discussion of Modification Accounting </li></ul></ul><ul><li>Completed or created a survey - SOS Market Research Survey </li></ul><ul><li>Posted a question or response on a discussion group - ECE Group </li></ul><ul><li>Worked in IM or participated in a video conference </li></ul><ul><li>If yes, you've already started using the next generation of web tools. </li></ul>
  4. 4. Social and Business Networking <ul><li>Twitter </li></ul><ul><ul><li>Not just for micro diaries anymore… </li></ul></ul><ul><ul><li>Great for updates with built-in links </li></ul></ul><ul><li>Facebook (SOCIAL/business) </li></ul><ul><ul><li>Group Pages and Events </li></ul></ul><ul><ul><li>Link to Twitter, Linked In, Plaxo and others </li></ul></ul><ul><li>LinkedIn (BUSINESS/social) </li></ul><ul><ul><li>Events, Company Info </li></ul></ul><ul><ul><li>Discussion Groups </li></ul></ul><ul><ul><li>Professional Networking </li></ul></ul><ul><li>Plaxo, XING </li></ul><ul><ul><li>Combine features from Facebook and LinkedIn </li></ul></ul><ul><ul><li>More popular outside US? </li></ul></ul><ul><ul><li>Can be linked to other systems </li></ul></ul><ul><li>Purposes, Uses, Linking, Automating, Groups, Discussions, Pages, Customizing </li></ul>
  5. 5. Tips for Social and Business Networking <ul><li>Twitter </li></ul><ul><ul><li>Find and follow people, before you ask people to follow you </li></ul></ul><ul><ul><li>Learn how to use bitly or tinyurl to shorten links </li></ul></ul><ul><ul><li>Stay active. Retweet </li></ul></ul><ul><ul><li>#FF, #FridayFollow are used to promotes others accounting </li></ul></ul><ul><ul><li>@NAME is the Twitter account, </li></ul></ul><ul><ul><li>#NAME is a Twitter-searchable data field </li></ul></ul><ul><li>Facebook (SOCIAL/business) </li></ul><ul><ul><li>Understand that everyone sees almost everything, so think professionally or have two accounts </li></ul></ul><ul><ul><li>Great way to quickly share info via updates and inks to other systems </li></ul></ul><ul><li>LinkedIn (BUSINESS/social) </li></ul><ul><ul><li>Build “Expertise” and credibility by answering questions </li></ul></ul><ul><ul><li>Join Groups and monitor events </li></ul></ul><ul><li>Plaxo, XING </li></ul><ul><ul><li>Great for Birthday and contact tracking </li></ul></ul><ul><ul><li>Link Plaxo to your LinkedIn, Facebook and Twitter accounts </li></ul></ul>
  6. 6. RSS and News Feeds <ul><li>RSS Feeds </li></ul><ul><ul><li>Track stories from specific sites, from news consolidators or based on searches </li></ul></ul><ul><li>Google Alerts </li></ul><ul><ul><li>Search on words or phrases. </li></ul></ul><ul><ul><li>Use Boolean searches to increase specificity </li></ul></ul><ul><ul><li>Populate news feeds on web sites and blogs </li></ul></ul><ul><ul><li>Track industry changes </li></ul></ul><ul><li>iGoogle </li></ul><ul><ul><li>Create a personalized Google homepage, with searches, news and gadgets </li></ul></ul><ul><li>Digg </li></ul><ul><ul><li>Displays user-voted “best stuff” on the web </li></ul></ul><ul><ul><li>Build a network of similar-mind people </li></ul></ul><ul><li>StumbleUpon </li></ul><ul><ul><li>Track Website popularity </li></ul></ul><ul><li>Company Intranet Sites </li></ul>
  7. 7. Surveys <ul><li>Tools </li></ul><ul><ul><li>SurveyMonkey </li></ul></ul><ul><ul><ul><li>Free basic membership, $200/year for professional membership </li></ul></ul></ul><ul><ul><ul><li>Unlimited polls </li></ul></ul></ul><ul><ul><ul><li>Skip logic – if answer X, skip to question 4 </li></ul></ul></ul><ul><ul><li>Zoomerang, SurveyGizmo, Zarca </li></ul></ul><ul><ul><li>Customize colors, fonts, add logo, etc. </li></ul></ul><ul><li>Why? </li></ul><ul><ul><li>Participant Data is pure gold! </li></ul></ul><ul><ul><ul><li>Do you consent to have Form 3922/3921 delivered electronically? </li></ul></ul></ul><ul><ul><ul><li>Have you moved to a new state/country in the last year? </li></ul></ul></ul><ul><ul><ul><li>Have you sold any stock this year? </li></ul></ul></ul><ul><ul><li>Quiz employees on equity comp knowledge </li></ul></ul><ul><ul><li>Employee satisfaction surveys </li></ul></ul><ul><ul><ul><li>Do they appreciate the plans? </li></ul></ul></ul>
  8. 8. Survey Examples
  9. 9. Polls <ul><li>Tools </li></ul><ul><ul><li>Vizu, PollDaddy, MicroPoll, etc. </li></ul></ul><ul><ul><ul><li>Some are Free </li></ul></ul></ul><ul><ul><ul><li>Some are one question polls, others longer </li></ul></ul></ul><ul><ul><ul><li>Questions & results can be embedded in emails, on websites, etc. </li></ul></ul></ul><ul><li>Why? </li></ul><ul><ul><li>All the same reasons as surveys </li></ul></ul><ul><ul><li>Sometimes easier to keep them short – get more responses </li></ul></ul><ul><ul><li>Poll or survey your stock plan contacts to find out how they accomplish a particular function or task </li></ul></ul><ul><ul><li>Identify areas for staff training – give little quizzes to identify weaker areas </li></ul></ul>
  10. 10. Polls: Example
  11. 11. Poll: Example in a Newsletter
  12. 12. Tips for Surveys & Polls <ul><li>Keep them short </li></ul><ul><ul><li>Skip logic can really help here </li></ul></ul><ul><ul><ul><ul><li>Add skip logic after you’ve defined ALL your questions </li></ul></ul></ul></ul><ul><li>Make them CLEAR </li></ul><ul><ul><li>Data is no good if the questions aren’t understood </li></ul></ul><ul><ul><li>Have other, non-equity folks review your questions </li></ul></ul><ul><ul><li>Export to word processing program and spell check </li></ul></ul><ul><li>How do you get responses? </li></ul><ul><ul><li>Offer a prize drawing for those who participate </li></ul></ul><ul><ul><ul><li>You’d be surprised how motivating a $15 coffee card can be… </li></ul></ul></ul><ul><ul><ul><li>Send out reminders – at least a couple </li></ul></ul></ul>
  13. 13. Blogs <ul><li>Why Blog? </li></ul><ul><li>A few Industry Blogs </li></ul><ul><ul><li>WorldatWork Blog - </li></ul></ul><ul><ul><li>Two Step's Private Company Blog - </li></ul></ul><ul><ul><li>Ed Hauder's Equity Compensation Blog -   </li></ul></ul><ul><li>Create Your Own </li></ul><ul><ul><li>Blogger ( ) </li></ul></ul><ul><ul><li>Typepad (  ) </li></ul></ul><ul><ul><li>Wordpress ( )  </li></ul></ul>
  14. 14. Blog: Examples
  15. 15. Discussion Groups <ul><li>What are they?  </li></ul><ul><li>Where can you find them? </li></ul><ul><li>Examples </li></ul><ul><ul><li>Equity Compensation Experts </li></ul></ul><ul><ul><li>BayArea CEP   </li></ul></ul><ul><ul><li>LinkedIn Groups </li></ul></ul><ul><ul><li>Google Wave - A New Type of Discussion </li></ul></ul><ul><li>How you can use them </li></ul><ul><ul><li>All you need is a Gmail or Yahoo Address </li></ul></ul><ul><ul><li>Communication Portal </li></ul></ul>
  16. 16. Screen Sharing/Recording  <ul><li>Jing - </li></ul><ul><ul><li>Create educational videos </li></ul></ul><ul><ul><li>Share with your employees </li></ul></ul><ul><ul><li>It's Free! </li></ul></ul><ul><ul><li>Let's see an Example. </li></ul></ul><ul><li>Meeting Tools </li></ul><ul><ul><li>GoToMeeting - </li></ul></ul><ul><ul><li>WebEx - </li></ul></ul><ul><li>Uses </li></ul><ul><ul><li>Internal Training, documenting processes, refresh yourself on processes </li></ul></ul><ul><ul><li>Two Step Training Videos </li></ul></ul><ul><ul><li>Participant education – how to exercise, how to view account summary, etc. </li></ul></ul>
  17. 17. Email Tools <ul><li>Purposes </li></ul><ul><ul><li>Sophisticated-looking email communications </li></ul></ul><ul><ul><li>Tracking opens, clicks, bounces, etc. </li></ul></ul><ul><li>Tools </li></ul><ul><ul><li>Vertical Response </li></ul></ul><ul><ul><li>Constant Contact </li></ul></ul><ul><ul><li>Low cost, GREAT stats </li></ul></ul><ul><li>Why? </li></ul><ul><ul><li>Email newsletters </li></ul></ul><ul><ul><li>Employee communications </li></ul></ul><ul><ul><li>Communicating with employees IS marketing! </li></ul></ul><ul><ul><ul><li>You’ve got to get them to READ it to educate them! </li></ul></ul></ul><ul><ul><li>Bounces may notify you of terminations before HR does… </li></ul></ul>
  18. 18. Email Examples
  19. 19. Newsletter Examples
  20. 20. Newsletter Example with Video!
  21. 21. Tips for Email Communications <ul><li>Keep newsletters/articles short </li></ul><ul><ul><li>Click for more info </li></ul></ul><ul><ul><li>Break up text </li></ul></ul><ul><ul><li>Use emphasis – but not too much </li></ul></ul><ul><ul><ul><li>Bold is hard to read, use is sparingly </li></ul></ul></ul><ul><li>A pictures is worth a thousand words </li></ul><ul><ul><li>Graphics </li></ul></ul><ul><ul><ul><li>Get your point across better </li></ul></ul></ul><ul><ul><ul><li>Are more memorable </li></ul></ul></ul><ul><ul><li>Screenshots of statements – Use Paint to edit </li></ul></ul><ul><ul><li> – great, inexpensive source for photos </li></ul></ul>
  22. 22. Connect with Us Find the links from this presentation and contact us through the presentation portal at .