From the 2015 Windy City Summit - Chicago What is said on social media and the Internet can impact a financial institution’s risk profile due to poor due diligence or oversight. With policies, education, coaching and support you are empowered to manage and mitigate risk. This session will cover this new shift in protection and what is being allowed and where to draw the line. • Moderating – methods and tools to address collaboration needs effectively • Monitoring - methods and tools to see what your employees are saying and what is being said about your organization • Archiving – how to comply with regulators, keep track of your bank’s social activity • Training – ways to train your organization effectively to support the effort • Coaching – ongoing support in this ever changing landscape

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Social Networks

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Dean DeLisle
• Founder and CEO of Forward Progress, Inc.
• Train and Coach over 2,000 people per month
• Trained and Coached over 95,000 in Social Network Skills
• Over 30 years in Business Coaching, Consulting and Training
• Call Center, Internet, eMarketing, Event Management, Lead Generation,
Web Seminars, eLearning, eSelling
• Over Two Billion Dollars Sales, over 100 Million Leads, Helped Thouands
of People using Internet Based Lead
• Financial Services, Real Estate, Professional Services, Legal, Accounting
Manufacturing, Telecommunications, Technical, Insurance, Agencies,
Auto, Retail, Banking Educational and Channel Sales…..

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Social Networks
Where Do You Stand Now?
YOU
ARE
HERE

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The Changing Landscape
• Culture
• Market
• Information
• Employees
• Clients

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Social Network Efforts
Why do they often not work for organizations?
MINDSET!MINDSET!

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The Issue with Social Networks
• What about productivity?
• How can we control this?
• Can this really help us?
• Does the risk outweigh the benefits?
• Why is this in my department?

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The Issue with Social Networks
• “I don’t have enough time”
• “I don’t know what my voice should be”
• “I worry about negative comments”
• “I don’t know what to post”
• “I’m worried about what people will think”

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Current Use of Social Networks?
• Blogs
• Articles
• Postings
• Status Updates
• Emails
• Video/Photo
• Links

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Why Online Social Networks?
• Interactive
• People Are More Responsive
• Builds Trust
• Builds Community
• Viral Activity
• Sharing

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Social Networks We Already Know
• Ourselves
• Your Company
• Windy City Summit
• City/Country Clubs
• Chambers
• Industry Clubs
• Organizations
• Charities
• Religious/Health
• Network Groups
• LinkedIn Groups

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Social Networks We Already Know – Why?
• Trusted colleagues
• Like-minded people hanging out
• Similar friends associations
• You have more “things” in
common
• Similar “beliefs”
• Recommended “in”

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How Many Contacts Do You Have That You Cannot See?
• That know YOU?
• That trust YOU?
• That have done business with YOU?
• That would recommend YOU?

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Our Networks

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The LinkedIn Network

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2015 LinkedIn Stats - Growing
• LinkedIn Has Over 350 Million Members
• Average user has 240 “Connections”
• One degree from over 35,000 “Trusted Connections”
• Two degrees from over 3,200,000 “Trusted
Connections”
• 160 Million unique visitors a month
• 1 million new members added per week
• 17.8 million members belong to groups
• 1.2 million comments and posts to groups weekly
• 2 billion people searches annually
• 2 million companies have a company page
OVER 1,000 to 1

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Our Networks

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Network Science*
Node: Individual
Link: Connection between two nodes
Cluster: Several linked nodes
Hub: Large cluster, several clusters
*Courtesy of US Army

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Organizational and Team Impact
(External)

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Organizational and Team Impact
(Internal)

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Regulatory Compliance Items
• Take Caution – For high regulation industries, social media can
be dangerous when used irresponsibly and communication may
be subject to legal discovery in the event of a lawsuit
• Best Practice – Adopt a social media policy among employees
and stick with it
• Be cohesive with standing company by-laws and Social Compliance items
• Training – Once a policy is adopted, training and coaching is a
must; especially for employees in sales, marketing, and public
relations

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Social Compliance Items
• Social Media Guidelines – Rules of Engagement
• Be transparent
• Be judicious
• Write about what you know
• Perception is reality
• It’s a conversation
• Are you adding value?
• Be responsible
• Create some excitement
• Be a thought leader
• Pause before you move

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5 Steps to Successful
Social HR – Complaint Friendly

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Step 1 - Educate
• HR First! (Social HR)
• Organization - Culture
• Department – Champions
• Pilot Groups – Champions
• Certifications
STEP1 - EDUCATE

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1. Be Compliant
2. Behave Responsibly
3. Be in Community
4. Be Social
5. Be Efficient – Only 20 Minutes/Day
Step 1 - Educate

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Step 2 -Professional Profiles
• Complete Profiles
• Step Two - Social HR
• Your First Conversation
• Empower Management
• Be Clear
• What do you want/need?
• What type of recruits?
• What is your role?

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Step 2- Get Found
Your Personal Business Keywords

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Step 3– Connecting
Your Social Reach Inside and Out
• Step Three – Social HR
• Proper Etiquette
• Internal vs. External
• Policy vs. Protocol
• Code of Conduct
Get social!

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Step 3 - Adding Connections
Inside
• Senior Executives
• Direct Reports
• Key Networkers
• Learning/Training
Get social!

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Step 3 - Adding Connections
Outside
• Training Vendors
• Consultants / Suppliers
• External Recruiters
Get social!

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Remember
1.Be personal
2.Reference meeting
3.Include personal info
4.Set appointment
5.Add phone number

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Step 4 - Posting – Starting a
Conversation
• When you post, you are talking!
• What do you have open?
• What requirements do you have?
• What do you need?
• What will showcase your
personality?
• What can you provide?
Step Four
Social HR

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Homepage Interaction

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Step 5 – Posting on the Business Page
Step Five – Social HR
Your Networking Event!

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Social Networks - Success
• Create a Policy
• Create Guidelines
• Look good together
• Training
• Not just Technical
• Engage Responsibly
• Watch/Listen
• Coach and Support

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Thank You!Thank You!

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Connect WITH Us!
dean@forwardprogress.net
www.ForwardProgress.NET
www.SocialJack.com
TWITTER: @FwdProgressInc
TWITTER DEAN: @DeanDeLisle
GOOGLE+: +DeanDeLisle
FACEBOOK PAGE: Facebook.com/ForwardProgress
LINKEDIN: LinkedIn.com/in/DeanDeLisle