Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Leveraging Next Generation Web Tools In Stock Plans

414 views

Published on

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.

  • Be the first to comment

  • Be the first to like this

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 - http://www.worldatwork.org/waw/adim/blogs/ryan_johnson/html/blog-rj.jsp </li></ul></ul><ul><ul><li>Two Step's Private Company Blog -  http://blog.twostep.com </li></ul></ul><ul><ul><li>Ed Hauder's Equity Compensation Blog -  http://edwardhauder.com/   </li></ul></ul><ul><li>Create Your Own </li></ul><ul><ul><li>Blogger ( https://www.blogger.com/start ) </li></ul></ul><ul><ul><li>Typepad ( http://www.typepad.com/  ) </li></ul></ul><ul><ul><li>Wordpress ( http://wordpress.com/ )  </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 http://www.equitycompensationexperts.groupsite.com/ </li></ul></ul><ul><ul><li>BayArea CEP   http://finance.groups.yahoo.com/group/BayAreaCEP/   </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 -  http://www.jingproject.com/ </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 - www.gotomeeting.com </li></ul></ul><ul><ul><li>WebEx - www.webex.com </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>http://www.istockphoto.com – 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 http://webtools.twostep.com . 

×