Public Relations Strategery

What a difference a few years can make. For the last few months, I think I’ve spent more time talking people out of using social media than talking them into it. The pendulum has swung the other way, especially in the marketing industry. Everyone wants to be everywhere. Tumblr, Pinterest, Twitter Facebook, Vine, Foursquare, Klout – you name it, they want it. And not only do they want it, they want eleventy-billion fans/followers/likes/comments/minions/+1s too. Brands seem to be at war in some sort of social media arms race and there’s no end in sight. As I was sitting at home the other night looking over a proposed Instagram initiative focused on encouraging users to take pictures of the company’s products and use a special hashtag , I received some advice from a social media expert I had never consulted before.

My Two-Year Old Daughter, AKA my Social Media Expert

After listening to me tell my wife about the idea in the presentation, my daughter Annabelle looked up at me and said, “why, Daddy?”

Me (dummy): “Well, because they want people to share pictures with their friends.”

Annabelle (social media expert): “What pictures? Like of kitties or doggies? I like kitties.”

Me: “Well, not quite. More like pictures of their products”

Annabelle: “Why?”

Me: “Because they want their customers to take pictures of their products and share them with their friends.”

Annabelle: “Why would they do that Daddy?”

Me: “….”

Well OK then. Aside from considering setting aside some budget to hire a new (very) junior freelancer, I realized that my two-year old asked a question that everyone else seemed to have failed to ask – why? Why would someone share that?

Too many people get caught up in all the hype and hyperbole surrounding social media that they lose sight of what’s really important. Instead of using social media to achieve actual business goals like sales, attendance, or customer satisfaction, they chase numbers like fans, followers, mentions, or likes because those big numbers sound awesome in presentations. Social media becomes the end in and of itself, rather than the means.

As you develop social media strategies and tactics, take some advice from a two-year-old and ask “why?” But don’t stop there. Ask all the questions – ask who, what, when, where, and how too. Force everyone to stay focused on the business objectives, not the big numbers that sounds great in presentations. Following Annabelle’s lead, I’ve come up with a few questions that I now ask my teams all the time –

• Why would anyone share this?
• What’s in it for the customer?
• What does success look like?
• Why are we dedicating resources to this instead of that?
• How will this help us sell more products/services?
• What happens if we don’t do this?
• How does this fit with our company DNA?
• What happens when…?
• Who’s responsible for…?

And the next time you’re listening to some social media expert drone on about some new social media tactic, try acting like a two-year-old and ask a bunch of questions. You might be surprised to discover that no one else has bothered to ask the simplest question of all – why?

As your grassroots community takes the next step to becoming an official one, what challenges will you face?

Way back in 2008, microblogging and enterprise collaboration platform Yammer launched at TechCrunch50. A week later, I became member #1 of the Yammer network at my old firm, a 25,000 person consulting firm with offices all over the country. That started a three-year journey into the world of Enterprise 2.0, including growing our Yammer community from 1 to more than 7,000 when I left, consulting with dozens of organizations and government agencies, managing our official award-winning collaboration community, attending and speaking at Enterprise 2.0 Conferences, guest blogging over at AIIM, and writing a whole bunch of blog posts.

Over the years, “Enterprise 2.0” has evolved from fringe buzzword to an massive industry. The change agents who risked their jobs and reputations to start these networks a few years ago are being held up as innovators and leaders. Organizations that were loathe to spend any money on something as “soft” as collaboration are now spending millions to create robust internal communities on their Intranets.

But with this evolution comes a host of challenges as well. Official communities that began with large budgets are struggling to maintain their success with diminished resources. Passionate evangelists have left without anyone to take their place. Grassroots communities that sprouted up using freemium versions of these tools are trying to transition to officially sanctioned tools.

It’s these communities – the ones trying to migrate from free, unofficial, grassroots communities to official, integrated ones – that face some tough challenges now. There’s often an influx of new members, unfamiliar with the culture. Community mores and processes that worked with a smaller community don’t scale. Community leaders who emerged are replaced with community leaders who are named by leadership. Senior leadership pays closer attention to the conversations that occur, exposing some of the more frivolous discussions that may take place. And usability may suffer as the technology gets integrated into other systems and secured more than ever before.

As these communities make this transition and start anew, officially, I wanted to revisit six of my old Enterprise 2.0 posts to serve as reminders for those people responsible for these official migrations.

Dance with the one that brung ya. As organizations begin turning these grassroots communities into official ones, there’s a tendency to also name “official” leaders, community managers, and admins. Organizations may hire new people to take on these jobs, or they may move existing employees into these roles. While having a dedicated team and resources to manage the community is undoubtedly one of the benefits of formalizing the community, don’t forget about the people who have brought the community this far.  These are the people who, without a formal policy, budget, or title have acted as referees, mentors, teachers, cheerleaders, and janitors for the community, all while also performing their “real” job. These people built and managed the community because they were passionate about it, not because they were tasked to do so. Involve them. Formalize their roles. Get their support. They’ve built up the community’s respect out of what they’ve done for it, not because they have a fancy title. They evolved from users to community managers to role models.

Don’t take the social out of “social media.” Social networking has always been and will continue to be a vital part of any organization, whether it happens online or on the softball field. People who work together don’t just talk about the work they do. Sure, that constitutes the bulk of the conversations, but people also talk about the game last night, share war stories about their kids, or complain about having to work late or the parking situation at the office. All those interactions build up over time, eventually creating trusted relationships among people who work closely together and often leading to more effective collaboration. Social networking platforms just allow us to extend those relationships to more people than ever before. The sooner managers realize that, the sooner they will recognize the benefits that such tools can provide.

Embrace the LOLCats. If you want to create a vibrant culture of collaboration, you need to be OK with pictures of LOLCats, posts about the NFL playoffs, arguments about Apple and Android, and criticism of company policies. What will follow is that these stupid, silly, foolish discussions will lead to relationships, questions, answers, and finally, very cool innovations, products, and solutions that will save you money, win you awards, and really and truly create a social business.

Don’t overthink the tech. Once an organization decides to go from freemium to premium and dedicate actual resources and budget to creating these internal communities, there’s a mad rush to start implementing all the cool features that weren’t available before. Integration with existing systems! Advanced administrative controls! Mass distribution of invitations! Before you get all worked up over all of this cool new tech, remember the three most basic rules – make it fast, make it accessible, and make it reliable. Get your newfound IT resources using the tool themselves so they can identify potential bugs, glitches, and feature requests first, before they negatively impact the rest of the community.

Temper the passions. As you move from an unofficial to official community, there will be a mashup of “stars” – the champions who became the unofficial community managers and those who will be designated official community managers in the new community. These stars and their passions bring both positives and negatives to the community. While these active champions will be responsible for a majority of the content, answering questions, posting content, editing pages, and creating topics, they can also skew the content to suit their own agenda and create a chilling effect on opposing viewpoints and topics. Left unchecked, they do have the potential to take over the community – its members, its content, and its discussion. The key is in channeling their energy and enthusiasm and focus it on helping grow the community as a whole, to include topics other than social media and technology.

Remember that this is about change management, not technology. Getting people to change the way they work takes time. To maintain the momentum, make sure you clearly communicate what problems the community is helping people solve. Help users see how the community will help them in their day-to-day lives. Get senior leaders to lead by example and engage with the community directly using the tools they’re already supporting in their emails and Powerpoints (even if it means occasionally being wrong). Provide meaningful, useful content every day, to every single user. Design the technology for the end-user, not for the IT department or for some senior leader. And finally, evolve the community based on the community’s feedback. Allow them to see how their feedback is shaping the future of the community.

As these organizations make the transition from unofficial, grassroots communities using free platforms to officially integrated communities on expensive, licensed platforms, some will succeed in scaling that sense of community to better the organization as a whole. Other organizations will see bureaucracy and old ways of doing things destroy the very communities they’re trying to scale. To avoid the latter, remember that this is still a community you’re building, not a new IT platform. Sure, it may sound great to talk about the thousands of users or the 90% adoption rate in conference presentations and blog posts, but that’s sacrificing long-term benefits for short-term gains. Stop chasing the numbers and stay focused on your business goals. Slow and steady wins the race.

If your organization is going through this process, what other challenges are you facing? What other strategies and tactics have been helpful in maintaining that sense of community?

A version of this post originally appeared on this blog last year. I'm re-posting it with a few minor modifications because I just gave a presentation based on this content at PRSA's Digital Impact Conference. The full presentation is embedded below and available here.

Who leads your organization's social media initiatives? Is it someone who rose up and took the role or is is someone who was assigned that role?

Social media isn't something that can just be assigned to someone any more than you can just assign someone to be the homecoming king. Adding "social media" to that junior public affairs officer's job description isn't suddenly going to turn your organization into the next Zappo's. While you're at it, you might as well add "organizational budgeting" and "legal review" to his job description too – those are two other things that he/she might be able to do well, but would you really entrust those duties to them?

This is why so many social media initiatives fail – not because of technology or policy, but because of people.  We talk often about what department should lead social media, how to get leadership buy-in for social media, or what technology should be used, and while those are important discussions to have, you should be focused on identifying WHO should be leading the social media initiatives.  Not whether that's the Chief Marketing Officer or the Director of Public Affairs or the Community Relations Lead, but actual names of people.  Remember, social media is driven by the person, not the position.

The best person right now might be Joe over in Marketing, but what if Joe leaves the organization?  Who leads the social media initiatives then?  The answer isn't necessarily Joe's replacement.  It might be Kim over in HR. It might be that new guy over in community relations, or maybe it's your webmaster.  The point is that social media doesn't fit nicely into just one job description.  There's a very real human element to it, and identifying the wrong person, even if it is the right position is often the biggest determination in the success or failure of your social media initiatives.

To find the right person to handle social media for your organization, look for people who:

• LOVE your organization and really understand its mission – first and foremost, find the people who love their jobs and believe in your mission. This isn't a job for the person interested in just the paycheck.
• Believe in the transformative power of social media – it's not about applying the same old processes to new tools. It's about fundamentally transforming the way your organization interacts with the public, your customers and with each other.
• You enjoy being around – If a person is a real butthead in real-life, he's going to be that way online too, and you can't afford to have someone like that representing you or your organization
• Have little fear of failure – Early in my career, a client pulled me aside after they shot down 3 straight ideas I had and told me, "I want to make sure that you understand we WANT you to continue bringing those off-the-wall ideas because it forces us to think of things we never thought of and even if we don't take your suggestions now, they all become building blocks for future ideas."
• Enjoy working in teams – Social media is "social" – you have to enjoy working with a diverse group of people
• Are responsive – There is no 24 hour news cycle any more. It's real-time baby. You need people who you KNOW will reply to emails, tweets, texts, etc. quickly and thoroughly. Interestingly, these are also often the people who are the most ambitious and passionate about your organization too.  (*note – these are also the people who may take longer lunches or come in a little late because they don't just "shut off" at 5:00 PM)
• Can speak like a human being – Corporate marketing speak, statistics, facts, and figures are good, but when was the last time you got inspired by a pie chart? Find people who can connect with their colleagues/customers/clients on a personal level
• Are very aware of their strengths and weaknesses and are open about them – One of the first things I tell new employees is to find out what you're good at and find out what you're not good at, and then find people who are good at those things and make friends with them. In social media, you're going to come across issues regarding privacy, IT, legal, communications, and HR, not to mention specific functional areas of your organization. You can't know it all – know what you don't know, and know who to contact for help.
• Are humble -People mess up in social media. A lot.  It's ok.  Admit you're wrong, fix what you messed up and move on. Not everyone can do this, and very few can do it well.
• Are diplomatic – The point of social media isn't just to get more followers and friends. It's to help your organization reach its communications, marketing, and sales goals. That's why social media managers need to know how to educate others across the organization and demonstrate how social media can help their business.
• Are dedicated to building a scalable, sustainable team – People go on vacation. People take other jobs. People get transferred. Make sure that your social media manager has the organization's long-term interests in mind and isn't just focused on raising his or her profile.

Now that I think about it,these are many of the same qualities that exist in any leader, right?  So, what other qualities would you look for when trying to identify someone to head up a social media initiative?

This post was inspired by Andrew Wilson's "Innovation Lab | Who Should Be At The Table" post and Lovisa Williams' "The Intersection" post. Fantastic stuff (as usual) by the both of them.

Who leads your organization’s social media initiatives? Is it someone who rose up and took the role or is is someone who was assigned that role?

Social media isn’t something that can just be assigned to someone any more than you can just assign someone to be the homecoming king. Adding “social media” to that junior public affairs officer’s job description isn’t suddenly going to turn your organization into the next Zappo’s. While you’re at it, you might as well add “organizational budgeting” and “legal review” to his job description too – those are two other things that he/she might be able to do well, but would you really entrust those duties to them?

This is why so many social media initiatives fail – not because of technology or policy, but because of people.  We talk often about what department should lead social media, how to get leadership buy-in for social media, or what technology should be used, and while those are important discussions to have, you should be focused on identifying WHO should be leading the social media initiatives.  Not whether that’s the Chief Marketing Officer or the Director of Public Affairs or the Community Relations Lead, but actual names of people.  Remember, social media is driven by the person, not the position.

The best person right now might be Joe over in Marketing, but what if Joe leaves the organization?  Who leads the social media initiatives then?  The answer isn’t necessarily Joe’s replacement.  It might be Kim over in HR. It might be that new guy over in community relations, or maybe it’s your webmaster.  The point is that social media doesn’t fit nicely into just one job description.  There’s a very real human element to it, and identifying the wrong person, even if it is the right position is often the biggest determination in the success or failure of your social media initiatives.

To find the right person to handle social media for your organization, look for people who:

• LOVE your organization and really understand its mission – first and foremost, find the people who love their jobs and believe in your mission. This isn’t a job for the person interested in just the paycheck.
• Believe in the transformative power of social media – it’s not about applying the same old processes to new tools. It’s about fundamentally transforming the way your organization interacts with the public, your customers and with each other.
• You enjoy being around – If a person is a real butthead in real-life, he’s going to be that way online too, and you can’t afford to have someone like that representing you or your organization
• Have little fear of failure – Early in my career, a client pulled me aside after they shot down 3 straight ideas I had and told me, “I want to make sure that you understand we WANT you to continue bringing those off-the-wall ideas because it forces us to think of things we never thought of and even if we don’t take your suggestions now, they all become building blocks for future ideas.”
• Enjoy working in teams – Social media is “social” – you have to enjoy working with a diverse group of people
• Are responsive – There is no 24 hour news cycle any more. It’s real-time baby. You need people who you KNOW will reply to emails, tweets, texts, etc. quickly and thoroughly. Interestingly, these are also often the people who are the most ambitious and passionate about your organization too.  (*note – these are also the people who may take longer lunches or come in a little late because they don’t just “shut off” at 5:00 PM)
• Can speak like a human being – Corporate marketing speak, statistics, facts, and figures are good, but when was the last time you got inspired by a pie chart? Find people who can connect with their colleagues/customers/clients on a personal level
• Are very aware of their strengths and weaknesses and are open about them – One of the first things I tell new employees is to find out what you’re good at and find out what you’re not good at, and then find people who are good at those things and make friends with them. In social media, you’re going to come across issues regarding privacy, IT, legal, communications, and HR, not to mention specific functional areas of your organization. You can’t know it all – know what you don’t know, and know who to contact for help.
• Are humble -People mess up in social media. A lot.  It’s ok.  Admit you’re wrong, fix what you messed up and move on. Not everyone can do this, and very few can do it well.

Now that I think about it,these are many of the same qualities that exist in any leader, right?  So, what other qualities would you look for when trying to identify someone to head up a social media initiative?

This post was inspired by Andrew Wilson’s “Innovation Lab | Who Should Be At The Table” post and Lovisa Williams’ “The Intersection” post. Fantastic stuff (as usual) by the both of them.