This document is a social media readiness assessment that contains sections for contact details, weighting different categories of social media use based on business needs, and ranking an organization's compliance with best practices for senior management commitment, social media knowledge, customer engagement, competitive insight, staff and resources, plans and channel selection, process documentation, and governance and measurement on a scale of 1 to 5. The purpose is to help an organization evaluate how ready it is to adopt social media strategies.

1. REF: TECH/SIRC/Y2011/SMRA
Are You IT Ready?
SOCIAL MEDIA READINESS ASSESSMENT
Section A
Please provide your contact particulars:
Name
Company
Designation
Mobile No
Fax
Email
Line of Business
Signature Date
Section B
Instructions: Set the weighting (in %) for each category based on relevancy and
current business needs.
Senior Management Commitment %
Social Media Knowledge %
Customer Engagement %
Competitive Insight %
Weighting Scale Staff & Resources %
Plan & Channel Selection %
Process Documentation %
Governance & Measurement %
Total 100 %
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2. Section C
Instructions: Rank your organization on a scale of 1-5 on your compliance with each
best practice:
1. Senior Management Commitment
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
1a. Senior Management is interested in leveraging
Social Media as a new marketing channel     
1b. Senior Management understands that Social
Media is a long term priority     
1c. Senior Management is prepared to contribute to
social media content development (blog postings,
    
press interviews, etc.)
1d. Senior Management is interested in taking the
feedback from customer views and other data to
    
make changes in the organization
1e. Senior Management is willing to provide the
resources necessary in order to get the social media
    
program off the ground (budget, staff etc.)
2. Social Media Knowledge
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
2a. We understand which social media channels are
available and which are the best fit for our
    
organization
2b. We have a solid understanding of how our
employees and executives are currently using Social
    
Media
2c. We have read industry-based reports and
benchmarking studies on Social Media     
2d. We have attended conferences and networked
with colleagues to gain a better understanding of how
    
they plan on implementing Social Media
2e. We have joined Social Media peer groups to
learn more about how we can leverage Social Media     
2f. We subscribe to Mashable or other Social Media
educational sites     
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3. 3. Customer Engagement
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
3a. Dedicated online community groups (Facebook,
Linked In, MySpace, etc.) already exist for our
    
industry or product types
3b. We have a company profile on Social Media
networking sites such as LinkedIn, Facebook, etc.     
3c. Our subscriber list is growing among the various
forms of Social Media currently being used (Twitter,
Online Newsletter, etc.) and we know how large our     
reach is online
3d. We regularly contribute to online discussions
(forums, blogs, etc.)     
3e. We know if our audiences tone is positive,
neutral, or negative on 3rd party sites     
3f. Our audience (customers, prospects, etc)
regularly make comments on our postings     
4. Competitive Insight
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
4a. We have audited our top competitors online
strategy, evaluated their maturity and have a basic
    
idea of what they are doing with Social Media
4b. We regularly track our competitors (# of Blog
Postings, Comments, Twitter Followers, Facebook
    
Group Members, etc.)
4c. We monitor competitive social media changes
    
and updates daily
3d. We provide competitive positioning information to
our product management group     
4e. We have joined our competitors online
community and networking groups     
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4. 5. Staff & Resources
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
5a. We have defined roles and responsibilities for
people in our organization who are involved with
    
Social Media
5b. We have a dedicated internal point person to
manage our Social Media program     
5c. We have consulted with Social Media experts to
ensure our programs success     
5d. We have an industry thought leader who
contributes to our blog postings     
5e. We have consulted with our IT department to get
their input on technology selections     
5f. We have developed and provided a training
program to employees and contractors     
6. Plans & Channel Selection
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
6a. We have created and presented a social media
channel map which highlights how we will use Social
    
Media
6b. We have a defined strategy with clear objectives,
targets, initiatives and measures     
6c. We have analyzed and prioritized our Social
Media channel options and have consensus on which
    
opportunities pursue first
6d. We have evaluated and selected technology
solutions for implementing our Social Media program     
6e. We have developed a project plan with timelines,
deliverables and milestones     
6f. We have communicated our Social Media plan to
our employees     
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5. 7. Process Documentation
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
7a. We have incorporated and integrated Social
Media into our normal marketing mix (product
    
launches, marketing plans, customer service, etc.)
7b. We have developed a calendar for selecting
topics and organizing Social Media communications     
7c. We have defined the frequency for updating our
Social Media channels (blog, twitter, Facebook, etc.)     
7d. We have a regularly scheduled meeting to
discuss our Social Media program (topics, results,
    
competitive insights, new opportunities, etc.)
8. Governance & Measurement
1 2 3 4 5
Description of best practices Strongly Disagree Somewhat Agree Strongly
Disagree Agree Agree
8a. We have a policy to govern the use of Social
Media with our employees, contractors, prospects
    
and customers
8b. We use a dashboard to report on our top Social
Media metrics     
8c. We communicate the results of our Social Media
program to Senior Management on a regular basis     
8d. We have documented the Terms of Use and
Privacy Policy for the Social Media applications that
    
we provide
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