The document outlines numerous considerations for organizations adopting a social learning strategy, including culture, approach, planning, launch activities, technical aspects, and community management. It emphasizes that social learning involves transformational change and requires addressing issues like culture, autonomy, transparency, learning models, communities of practice, policies, moderation, and skills development of learning professionals. Success requires a comprehensive plan addressing all relevant factors.

2. Autonomy and self-direction vs. top-down mandates? Where is your balance point?

3. What do executives, key stakeholders and “rank-and-file” think about social media and sharing?

4. What are your organizational attitudes about transparency?

6. Collaborative?

7. Emergent?

8. What kinds of social learning interventions do you need?

9. Do you need focused Communities of Practice or decentralized social learning that is part of all learning experiences? Or both?

10. Will you pursue a federated model and use best-of-breed from multiple provides with a single or multiple aggregation points?

11. Will you use a unified suite that offers core social media applications, such as SharePoint or Jive?

12. How will your social media elements interact with your Learning Management System?

13. If “social learning” happens outside the LMS, what will happen where?

14. If “social learning” happens outside the LMS, how will you see a unified view of learner activity?

15. Where will you keep the “profile” of record to avoid having multiple learner profiles across multiple systems?

16. If you use a federated approach or multiple systems in any way, how will ensure that learners can discover people through content, content through people, content through content, and people through people across your systems?

17. If you use a federated approach or multiple systems, how will you search?

18. If you use a federated approach or multiple systems, how will develop recommendation, reward, and recognition strategies?

20. For what purpose?

21. Who owns them?

22. What kinds of learning communities do you want to help along through hands-on nurturing?

23. What kinds of learning communities do you want to more proactively manage and plan?

24. What are the problems you are trying to solve?

25. Who is your target member for your community?

26. What are the problems your community members are trying to solve?

27. If the problems are solved, what does success look like?

28. If the problems are solved, what is the impact of success?

29. What is your Social Learning Policy?

30. What is your plan when these policies are breached?

31. What is in your Miss Manners Guide to Social Learning?

32. Who is on your Social Learning Governance Board – IT, Legal, CLO etc…?

33. How will social learning activities factor into key performance indicators and performance reviews?

34. What does IT own? Some suggestions: security issues, archiving, technical issues, deployment, options, aggregation, report consolidation, integration fulfillment, report fulfillment.

35. What does Learning own? Some suggestions: strategy, cultural readiness, “tools” training, moderation, member management, community management, programming, integration requirements, reporting fulfillment with built-in reporting tools.

36. What does Legal and Compliance own? Some suggestions: archival strategy, social media storage requirements, approval strategies for sensitive content (which might be all content), member management and “flagging” policies, reporting requirements for all of the above.

37. Who will support your organization’s use of social media? Technical support? IT? Learning?

38. What is your start point in terms of participants and technologies?

39. What is the long-term rollout plan? What social media tools will be turned on when? When you do turn on new functionality, what is the trigger – time, membership, activity?

40. Will you organize content topically, hierarchically by division, unit etc…, or by functional area?

41. What is your launch strategy to drive participation? (more below)

42. What is your moderation strategy?

43. What is your reporting strategy?

44. Who will own your programming schedule?

45. How will you identify champions and key influencers prior to roll-out and on an on-going basis?

46. Who will be responsible for defining content categories and the overall ontology of your social learning content?

48. How will you drive traffic and participation in the “early days”? Some suggestions: competitions, rewards, “forcing” through changed process, well-planned programming schedules, middle management expectations, senior level management modeling, social media events – wiki barn raising, live chats, team video jams etc…

49. Who will be responsible for enforcing your policy and procedure changes? For example, if learners are not supposed to answer questions of each other via email, but through the wiki or an FAQ discussion board, who will be responsible for enforcing the change?

50. Who will be responsible for “seeding” content before go-live?

51. Who will communicate the launch?

53. What is your data recovery plan in the event of corruption, server failure etc…?

54. What is your plan to communicate the security so that users can help safeguard sensitive content while feeling secure enough to freely share within the defined parameters of the site?

55. What is your records retention policy?

56. What is your content permissions policy?

57. Do you need a “contact” permission policy to prevent your SME’s or other experts from being overwhelmed?

58. Do you have a “Do not discuss via Social Media” list? What is it and how will it be communicated?

59. What kinds of topics require “pre-approval” before posting live to the site?

60. What kinds of topics must include “report violation” options after they go live?

61. Do you have a list of keywords that should be redacted or replaced?

62. Do you have a keyword list that should trigger notification to SMEs, Legal or Compliance personnel?

64. What is your strategy for leveraging public social media channels?

65. Is the Learning group the lead or is Marketing, Customer Support, Product Management, etc…?

66. How will your social learning strategies compliment your marketing, customer support, product, etc… strategies?

67. How will you leverage content between various constituents?

68. Do you need to have “blended” areas where clients, employees, suppliers etc… co-mingle in a shared space with access to shared content?

70. What is your moderation strategy?

71. Who is responsible for moderation?

72. How many months in advance will you publish your programming schedule?

73. How will you reward and recognize key contributors in ways that increase internal motivation?

74. What sort of member management policies do you need?

75. Who enforces member management?

76. What role will senior leaders play in contributing to the learning community?

77. How will you market your successes and the growing value of the content?

79. Understand key concepts of Social and Cultural Anthropology

80. Understand key concepts related to Team Building and Team Dynamics

81. Understand key concepts in Social Psychology

82. Understand key issues of self-efficacy as it relates to social media: trust, belonging, self-confidence, self-direction, motivation, skills

83. Knowledge of moderation strategies and key moderation concepts like seeding, facilitating, autonomy, respect, and flow

84. Knowledge of key community management strategies including programming, reward and recognition models, advertising and awareness campaigns, member management

85. Ongoing professional development by networking outside the company through social learning