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8 Principles for Using Social Media
Effectively
                Beth Kanter, Visiting Scholar Packard Foundation


                                             Flickr photo by euart
Understand the Difference

      Traditional Media                                  Social Media
         Brand in control                                 Audience in control

 One way / Delivering a message                 Two way / Being a part of a conversation

      Repeating the message                           Adapting the message/ beta

      Focused on the brand                       Focused on the audience / Adding value

            Educating                                     Influencing, involving

   Organization creates content                    User created content / Co-creation




Source: Slide 10 from quot;What's Next In Media?quot; by Neil Perkin
The Tower and The Cloud




  Flickr photos by jamesjordan
Pick tools strategically to met objectives
Social Media: Strategy Blocks
                                            Community
                                             Building &
                                               Social
                                 Generate   Networking

                         Share     Buzz
                         Story

           Participate
  Listen




Crawl ………..……Walk …….…….. Run ……..…………….Flyl
acticaches
  Tool Selection
                                                                           Community
                                                         Generate           Building &
                                          Share            Buzz               Social
                                          Story                            Networking

      Listen        Participate




                                      10hr        15hr              20hr
     Pick the right the tools and sites
Less Time                                                                    More time
The 8 Principles


Learning


 Strategy


Capacity



 Culture




             Flickr Photo by toby_maloy
1. Use listening and monitoring techniques
to develop understanding of the audience
The Red Cross Case Study:
Listening Comes First


            • First project was a
              listening project over two
              years ago
            • People were talking and
              they needed to listen
            • At first, felt like going to
              war, but changed internal
              perception of social media
Listen: Monitor, Compile, Distribute




                   I took an American Red Cross class I
                   thought was less than satisfactory. […] The
                   local chapter director. called me to talk
                   about it honestly. They care about me and
                   they’re willing to go the extra mile. I am
                   now significantly more likely to take
                   another class than I was before.” - Blogger
Listen: What’s the Value?



                 • Changes internal perception of
                 social media value
                 • Improves relationships with
                 audience and identifies influencers
                 • Incremental improvements for
                 campaigns
                 • Working with affiliates
2. Engage in two-way conversations



    Email Marketing




                                      Social Media




Diagrams by David Wilcox
Influencer
                Customer         complaining …
 Relationship
                 service
   building
                  issue




Staff determines comments or tweets that need
response
People share
their wildlife
sightings
3: Build relationships with influencers in social media online spaces
Results
7,600+ unique visitors in a single
hour

More than 35,000 unique
visitors in one day (best ever)
Empowering supporters
without loosing control …
4. Makes it easy for their supporters to
remix and distribute their content
5: Allocate staff time, have expertise to implement strategy



      9:00               • Monitor RSS

      9:30               • Twitter

     10:00               •Content Creation

     11:00               •Social Networking
6. Uses the right metrics to understand what is and what
isn’t working



                                                   Well,
                                                 maybe not
                                                   dead
Engagement
                   Create
                            Metrics


Critic                              Comment

                    5

         Collect            Click
7. Launches small pilots and reiterates and understands how
to fail in the right way




                                   “We spend more time figuring
                                   out whether something is a
                                   good idea than we would have
                                   just trying it.quot; - Clay Shirky
Crowdsourcing the Institution’s Strategic Vision
8: Assess organizational culture and has strategies to address fears,
concerns, and other barriers to adoption
Common Concerns
Loss of control over their branding
and marketing messages
Dealing with negative comments
Addressing personality versus
organizational voice (trusting
employees)
Fear of failure
Perception of wasted of time and
resources
Suffering from information overload
already, this will cause more
Can employees participate on
organization time?

Should there be an oversight
committee?

Should the organization indicate
what employees do with their
personal use of social media?

Should employees disclose or hide
their organizational affiliation?

Discussion on possible scenarios
and resulting decisions
Eight Principles
1.     Listen first
2.     Engage in conversation
3.     Relationships with influencers
4.     Easy to remix and distribute
5.     Staff time and expertise
6.     The right metrics
7.     Small pilots and reiterate
8.     Assess organizational culture Allocate
     enough staff time and has the expertise to implement strategy




blasting out message
Thank You!

Beth’s Blog
http://beth.typepad.com


Have a blog post topic idea?
beth@bethkanter.org

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8 Principles for Using Social Media Effectively

  • 1. 8 Principles for Using Social Media Effectively Beth Kanter, Visiting Scholar Packard Foundation Flickr photo by euart
  • 2. Understand the Difference Traditional Media Social Media Brand in control Audience in control One way / Delivering a message Two way / Being a part of a conversation Repeating the message Adapting the message/ beta Focused on the brand Focused on the audience / Adding value Educating Influencing, involving Organization creates content User created content / Co-creation Source: Slide 10 from quot;What's Next In Media?quot; by Neil Perkin
  • 3. The Tower and The Cloud Flickr photos by jamesjordan
  • 4. Pick tools strategically to met objectives
  • 5. Social Media: Strategy Blocks Community Building & Social Generate Networking Share Buzz Story Participate Listen Crawl ………..……Walk …….…….. Run ……..…………….Flyl
  • 6. acticaches Tool Selection Community Generate Building & Share Buzz Social Story Networking Listen Participate 10hr 15hr 20hr Pick the right the tools and sites Less Time More time
  • 7. The 8 Principles Learning Strategy Capacity Culture Flickr Photo by toby_maloy
  • 8. 1. Use listening and monitoring techniques to develop understanding of the audience
  • 9. The Red Cross Case Study: Listening Comes First • First project was a listening project over two years ago • People were talking and they needed to listen • At first, felt like going to war, but changed internal perception of social media
  • 10. Listen: Monitor, Compile, Distribute I took an American Red Cross class I thought was less than satisfactory. […] The local chapter director. called me to talk about it honestly. They care about me and they’re willing to go the extra mile. I am now significantly more likely to take another class than I was before.” - Blogger
  • 11. Listen: What’s the Value? • Changes internal perception of social media value • Improves relationships with audience and identifies influencers • Incremental improvements for campaigns • Working with affiliates
  • 12. 2. Engage in two-way conversations Email Marketing Social Media Diagrams by David Wilcox
  • 13. Influencer Customer complaining … Relationship service building issue Staff determines comments or tweets that need response
  • 14.
  • 16.
  • 17.
  • 18. 3: Build relationships with influencers in social media online spaces
  • 19. Results 7,600+ unique visitors in a single hour More than 35,000 unique visitors in one day (best ever)
  • 21. 4. Makes it easy for their supporters to remix and distribute their content
  • 22.
  • 23. 5: Allocate staff time, have expertise to implement strategy 9:00 • Monitor RSS 9:30 • Twitter 10:00 •Content Creation 11:00 •Social Networking
  • 24. 6. Uses the right metrics to understand what is and what isn’t working Well, maybe not dead
  • 25. Engagement Create Metrics Critic Comment 5 Collect Click
  • 26. 7. Launches small pilots and reiterates and understands how to fail in the right way “We spend more time figuring out whether something is a good idea than we would have just trying it.quot; - Clay Shirky
  • 28.
  • 29. 8: Assess organizational culture and has strategies to address fears, concerns, and other barriers to adoption
  • 30. Common Concerns Loss of control over their branding and marketing messages Dealing with negative comments Addressing personality versus organizational voice (trusting employees) Fear of failure Perception of wasted of time and resources Suffering from information overload already, this will cause more
  • 31. Can employees participate on organization time? Should there be an oversight committee? Should the organization indicate what employees do with their personal use of social media? Should employees disclose or hide their organizational affiliation? Discussion on possible scenarios and resulting decisions
  • 32. Eight Principles 1. Listen first 2. Engage in conversation 3. Relationships with influencers 4. Easy to remix and distribute 5. Staff time and expertise 6. The right metrics 7. Small pilots and reiterate 8. Assess organizational culture Allocate enough staff time and has the expertise to implement strategy blasting out message
  • 33. Thank You! Beth’s Blog http://beth.typepad.com Have a blog post topic idea? beth@bethkanter.org

Editor's Notes

  1. http://www.flickr.com/photos/euart/282104427/I’m going to share a brief a high level overview of 8 principles for using social media effectively for external communications strategies. The session tomorrow will be a deeper dive into the how tos.Before we get into the principles, I want to provide some framing.
  2. http://www.flickr.com/photos/jamesjordan/2751393381/http://www.flickr.com/photos/mkrigsman/3428179614/http://beth.typepad.com/beths_blog/2009/05/mark-pesce-at-cua09-think-like-a-cloud-make-a-storm-kill-the-tower.htmlMark PesceCloud: Used to describe how we're all more closely connected through social networks like Twitter, Facebook, and etc.  And how our connectedness is resulting in new collective behavior that can't be controlled. The same sort of engine which powers Wikipedia can be put to work across a number of different “platforms”. The power of sharing allows individuals to come together in great “clouds” of activity, and allows them to focus their activity around a single task. It’s happening all over the social webThe cloud results from the \"human condition of hyperconnection.\"  Always on Pesce points out that this condition leads to observational learning from watching other people's behaviors online.   Behaviors can be replicated quickly and communities of interest can form around particular topics, or \"clouds\" potential. This is very different from the way most nonprofits work – which more hierarchal - control the message, command and controlWe’re not making a value judgment about one mode of working or the other. The problem is that the Cloud and the Tower are not compatible. Now, one isn’t going to be replaced by the other.The challenge for organizations that want to be successful in using social media – requires understanding when to work like a Tower and when to work like a cloudBut nonprofits need to focus on the interfaces that connect the hierarchy to the cloudIn the 21st century we now have two oppositional methods of organization: the hierarchy and the cloud. Each of them carry with them their own costs and their own strengths. Neither has yet proven to be wholly better than the other. One could make an argument that both have their own roles into the future, and that we’ll be spending a lot of time learning which works best in a given situation. What we have already learned is that these organizational types are mostly incompatible: unless very specific steps are taken, the cloud overpowers the hierarchy, or the hierarchy dissipates the cloud. We need to think about the interfaces that can connect one to the other. That’s the area that all organizations – and very specifically, non-profit organizations – will be working through in the coming years. Learning how to harness the power of the cloud will mark the difference between a modest success and overwhelming one. Yet working with the cloud will present organizational challenges of an unprecedented order. There is no way that any hierarchy can work with a cloud without becoming fundamentally changed by the experience.
  3. Over the past five years (http://www.thespohrsaremultiplying.com/), The March of Dimes has used social media to nurture its online community, Share Your Story (http://www.shareyourstory.org). It is one of the better examples of how nonprofits can use social media to empower supporters without having to control it. A few weeks ago, the March of Dimes supporters came out in droves for a networked memorial service for a toddler named Maddie (http://www.thespohrsaremultiplying.com/). The community raised tens of thousands of dollars for the March of Dimes in Maddie's memory as well as covering the funeral costs for the family. The organization did little to stage this event. The organization has embraced openness and inspired their stakeholders to feel empowered enough to take action on their own.http://beth.typepad.com/beths_blog/2009/04/march-for-maddie-a-networked-memorial-service.html
  4. The remedy – education, discussion, policyLooks at the opportunity costs if they don’t participateConsider the worse case scenarios and have a policy that addresses
  5. http://www.mindomo.com/view.htm?m=5d005d7f82ae13f1a4e7ae756afe900a.flickr.com/photos/axis/1892931/Can employees participate on organization time?Should there be an oversight committee?Should the organization indicate what employees do with their personal use of social media?Should employees disclose or hide their organizational affiliation?Discussion on possible scenarios and resulting decisions