Public Relations Strategery

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?

One of my new favorite sites is www.rebelsatwork.com/. Started by Lois Kelly and retired deputy director of intelligence for the CIA, Carmen Medina, the site is meant to give corporate rebels a platform to share their stories and ideas and help more corporations and big organizations succeed because of (not in spite of) their rebels. 

What's a corporate rebel you ask? According to the Rebels at Work site – 

You hear about innovators in start-ups all the time. Rebelliousness and restlessness are accepted qualities of entrepreneurs. But what about people on the inside of big organizations? How do they blaze new trails and find ways to change business as usual. What are their characteristics? What makes them tick? How do you find them? Could they be an untapped resource for creating more innovative, engaged corporate cultures?

This idea of a "corporate rebel" has always resonated with me because I've always been known as the squeaky wheel, the guy who was never satisfied with doing something because that's the way we've always done it or because the boss said so and the guy who was never satisfied with doing what everyone else was. I've annoyed many a manager by acting almost like a three year-old at work, constantly asking why? Why not? And why can't we do that?  So when I saw Carmen and Lois' site, I recognized that I wasn't alone, that I wasn't crazy for trying to challenging and trying to change long-held assumptions and policies in corporate America. So when they reached out to me on Twitter to share my story being a corporate rebel, I jumped at the chance. One of the questions I answered for my rebel story was, "what advice do you wish someone had given you earlier in your career?" I said: 

"The biggest piece of advice I wish someone had shared with me is to be yourself and be yourself all the time. Don’t listen to the people who tell you that you have to talk a certain way or dress a certain way to advance your career. Don’t try to be someone you’re not just because you don’t see anyone like you in the levels above you. Understand the unique skills, experience, and characteristics that YOU bring to the table that other people don’t have. Don’t assume that just because you’re a junior level employee that you’re at the bottom of the ladder and you have to go up. Look at it like you’re filling a different role, an important role in the organization. You bring strengths to the table that senior leaders don’t – you’re not jaded or cynical, you’re still full of ambition, you’re more likely to take risks, you’re better connected to the rest of the staff, etc. Understand and properly value your strengths."

You can read my full rebel story here, but I would encourage anyone who works in a big government agency or a big company and finds themselves frustrated by the bureaucracy and the inertia of the status quo to bookmark the site and visit it often for inspiration and encouragement. Making change happen in a big organization when you don't have a "Vice President" or "Director" after your name is incredibly difficult. It requires rebels who know how to be disruptive without being insulting, who can offer solutions in addition to identifying problems, who can energize others others to follow, not hold other people back, and who are almost optimistic to a fault. 

If you're the type of person who asks why? why not? how come? what if? or can we?; if you're the type of person who just can't accept "because that's the policy" as a reason for doing something; if you've ever found yourself emailing suggested changes to a corporate policy to your boss solely because you wanted to, you may be a corporate rebel. And guess what? Not only is that ok, you're probably one of your organization's best employees. In fact, most corporate rebels also share many of these nine traits of outstanding employees, so if you feel like your rebelliousness is being punished instead of rewarded, I wouldn't worry – I suspect the job market for an outstanding employee is pretty good :).  

Let’s do an experiment. Take five minutes and do a quick search of your organization’s blogs, microblogs, wikis, and forums that are available behind your firewall – and then let me know what the most popular topics are. Do they involve “social media,” “Web 2.0,” “new media,” “mobile,” “enterprise 2.0,” or “collaboration?”

Now, take a look at who is posting and commenting on these topics. Are these the same people who also have the most overall comments, posts, edits, and connections? If so, Mr. Popularity may be taking over your community and the worst part of it all? He may actually think he’s helping you.

You see, while these active champions are responsible for seeding 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. This makes your communities far more social media and technology-oriented than your organization really is. In the early days of your online community, this may be of little concern to you – content is being created, new members are joining, and discussions are happening. This creates a vibrant community for those employees interested in social media and technology, but unfortunately, further dissuades those interested in other topics from joining. Mr. Popularity, once an ally, now becomes a challenge to be overcome.

I’ve actually experienced the pros and the cons of being Mr. Popularity on our  own hello.bah.com community a few years ago. I was one of the first community managers and was a very visible and active champion for the platform. I became known as the guy who could get conversations started, who could help increase traffic to a post, and who would be willing to give an opinion when no one else would. Our internal communications staff was even pitching me to get me to share official corporate messages because I had built up a decent sized following on my blog. This worked out great in the beginning – I was able to help drive some additional traffic to the platform, increase user adoption, and create a ton of new content that was shared across the firm. The double-edged sword of being Mr. Popularity hit me right in the face though when I got the following email (excerpted below):

“When I ducked into our VP’s blog, I noted you had already jumped in with what appears to be a standard, or getting there, pat on the back and tutorial…  Are you becoming too intrusive beyond cheerleading?  The speed at which you’ve already entered the room is giving me the thought that you are becoming Master Control from the movie Tron. I can’t recall reading anyone’s blog that I can’t remember seeing you there in the first couple of replies.  You write extensive replies very quickly that to me verge on being somewhat inhibiting for others, like me, to weigh in so as to not repeat a point.”

Wow! And here I thought I was being helpful! I thought by commenting on everything I could get to, I could help build and reinforce the collaborative culture we were trying to create. And at first, that’s exactly what I was doing. Little did I know that as the community grew beyond the early adopters, my hyper-activity that was a boon at the start was now becoming a detriment. Instead of a community manager, was I becoming a community bully?

To find out if your Mr. Popularity is negatively impacting your community, ask yourself these questions:

1. Does Mr. Popularity know that he/she is having a negative impact? These active champions probably don’t even know that they’re causing harm. Quite the contrary – they probably believe that they’re helping. Like the email I received above, reach out to them and have a discussion with them about their contributions and show them areas where instead of helping create conversation, they may have inadvertently stopped it.
2. Who are your most active contributors beyond social media and technology? The best way to lessen the influence of Mr. Popularity is to identify people in other business areas who are willing and able to post and discuss content areas like HR, Legal, and Operations.
3. What is your role in the community? Do a bit of self-reflection – maybe you are Mr. Popularity. Talk to your colleagues and find out what they really think of your online presence. Do you come across as overbearing? Too focused on one topic? Closed off to other opinions? Publicly, you may be receiving all kinds of positive reinforcement. But what are people saying among themselves that they aren’t sharing publicly?
4. What other possible reasons exist for the gluttony of social media/tech-related topics? Are community members discouraged from discussing operations? Has the Director of HR banned his staff from participating? Having a few individuals who are hyper-active on your online community and skewing the conversations toward their interests is like having two good quarterbacks and not being able to decide which one to start. It’s usually a good problem to have, and despite some of the challenges identified in this post, they are still likely helping more than they’re hurting your community.

Mr. Popularity isn’t necessarily a detriment to your community. Quite the contrary – they’re likely some of your most valuable members. But, 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.

*This post originally appeared on my AIIM Enterprise 2.0 Community blog.

Thanks to all who came to my presentation at the ACMP 2011 conference – as promised you can find my entire presentation here!

In the fall I wrote a guest post entitled, “But I Don’t WANNA Change” about using change management techniques to encourage the adoption of social media within organizations. Over the past six months, I have seen how many people are interested in this topic, and I will be discussing it again at the Association for Change Management Professional’s conference May 1-4. One thing I have learned, however, is that even though social media is sweeping the world, that doesn’t mean your internal platform will engage your employees.

Social Media is Fast

Photo Credit: Flickr, myretailmedia

Over the past five or six years we have seen a societal transformation take shape. Social Media has forever changed the way the world communicates. At the root of that change is behavior change; the idea that people had to learn to start doing something in a new way. There are always those early adopters (think Twitter users in 2007, Facebook users in 2004), but generally large-scale adoption of new communications tools takes years, often decades (think radio and television) – until now. Social media has raced across the globe in just a few years, with billions now taking part.

Social media has even had time to have what I call ‘nano-changes’ (nano as in rapid changes within a larger change). In the last several years we’ve seen a remarkable shift from blogs and discussion forums to instant update platforms like Twitter and Foursquare. There has also been a substantial move to mobile technology.

Behavior Change is Slow

Photo Credit: Flickr, jhoward413

So how does understanding this information help you build a successful internal social media platform? Because to unleash the power of social media you have to understand human behavior. We are social creatures, but businesses that assume our social tendencies will ensure the success of a new collaboration platform are gravely mistaken. Why? Because they underestimate one crucial human behavior, we are social creatures AND creatures of habit. Change is hard, change is work, and getting people to change behavior requires significant effort.

These platforms often fail because:

1. They are poorly implemented and explained
2. Users don’t have a clear understanding of why using the site will help them
3. Leadership doesn’t lead by example and engage users via the platform
4. The tools don’t provide meaningful, updated information
5. They weren’t designed with the end-user in mind, so the user interface is complicated or confusing
6. They don’t continue to evolve

Here’s my take on each of these issues.

1. Solve a specific problem: A poorly implemented and explained IT implementation will always fail. (And make no mistake building an internal collaboration platform is an IT implementation.) My previous post has some detail around this particular issue, but one point reigns supreme: build the platform to meet a business need. Define the goal clearly and help employees understand how this new platform will achieve that goal. Is your goal to train employees, improve morale, or communicate more effectively to a global workforce? Define the goal, then design the platform to achieve it, and then communicate the hell out of it!

2. Clear vision: If users don’t understand what it is or why they should use it, it’s because the vision for the project was not clearly articulated. Take this example:

We are designing a web portal that through a user authentication process will enable simultaneous global interactions in a safe, behind-the-firewall employee collaboration platform.
OR
We’re creating a secure website where our employees can collaborate, share ideas, and inspire one another.

Articulating the vision is leadership’s responsibility, and the first step is to make certain people understand the critical elements. The second message clearly explains what it is, who it’s for, and what the benefits are, without using jargon.

3. Lead by example: If your CEO is still sending mass emails to everyone instead of launching the latest firm initiative via the new platform, then employees are receiving conflicting messages. Not only that, but if leadership is noticeably absent from the blogs, discussion forums, or communities created in the new platform then they are not reinforcing the use of the tool by modeling the behavior they expect to see – the employee thinks, ‘well the boss doesn’t use it, why should I bother to learn how?’

4. Content drives adoption: If people find the content engaging, informative, and useful they will return, if they don’t they are history. There are two parts to this: first, the content must be provided in an interesting manner. Don’t just post the company’s newsletter on the platform – make it interactive, use the discussion forum to determine the content for the next newsletter, etc. Second, the content needs to be consistently updated, which means you have to allocate enough resources to make sure the platform stays relevant and organized.

5. User first! It is always surprising to me how often the simplest (and arguably most important) issue is lost in the myriad of technical details – if the user experience is poor, they won’t use the site. Very few people will take the time and money to do a full, extensive usability review, but there are other options. First, there is ‘do-it-yourself’ usability that can be quite helpful. Steve Krug has a great book on this topic that has practical tips that really can improve any website. Another solution is to launch your new platform in beta, tell everyone it’s in beta, ask for their honest, candid feedback, and then (here’s the trick) listen to them! People are MUCH more forgiving of a new platform if they can see the site improving and evolving, which brings me to my last point…

6. Evolve, evolve, evolve: A platform that doesn’t grow with the needs of its users, no matter how well promoted it is, will ultimately stagnate and die. You don’t have to have a complete overhaul every six months, but you do have to continue to provide your users with more value. The other key here – don’t just add stuff, go back to your business drivers and add the stuff that reinforces those business objectives. Ask users what features or functionality they would like, and if it’s technically feasible give it to them.

Each of the issues above are core change management principles: creating a sense of urgency, articulating a clear vision, leading by example, and gathering feedback to continually evolve are all crucial steps to ensuring a successful internal collaboration implementation. It’s not build it and they will come, it’s more like build it, do all of this hard work, get them involved, and then they will come! But hey, better that than yet another wiki that no one uses, right?

Michael Murray is an Associate at Booz Allen Hamilton, where he has helped clients use social media to engage people around the world and in the office across the hall.