Public Relations Strategery

See you next week in Santa Clara!

Next week, I’m attending and speaking at the Enterprise 2.0 Conference in Santa Clara. I’ve attended many social media conferences over the years and have posted several times about my experiences at these events.While the vast majority of people I meet at these conferences are highly intelligent, ambitious, and well-meaning, I have noticed a pattern emerging among social media conference-goers. From Web 2.0 to Gov 2.0 to Enterprise 2.0, I always seem to run into the same people yet miss the people I really want to talk to at these events. Based on my conference-going experience, here are ten people I assume I’ll be meeting (and not meeting) next week:

Who I Will Meet:

The overzealous Director of Business Development. Don’t you realize that his product has revolutionary features not found anywhere else?? Well, that is, until you go two booths down… If you sit down for a demo, you’ll clearly realize that this is the ONLY product with this feature. Just listen for a few minutes and he’ll show you…wait! Come back and hear all about it!!

The Director of Social Media/Virtual Collaboration Lead/Social Collaboration Team Leader. The company’s designated social media “guru” – there to find out how to turn their company’s Intranet into a “Facebook or Wikipedia behind the firewall.” This individual is usually well-meaning and excited, if a bit in over their head. On the first day, they’re enthusiastic, ready to absorb whatever they can over the next few days. But by the last day, they’re usually simultaneously overwhelmed and frustrated by all the stories of what’s possible, yet still lack any actionable steps they can take when they get back to their office.

The codemonkey. He’s the guy in the back with all the stickers on his Macbook. Mashups, visualizations, dashboards – you name it, he can code it. Keep in mind that he probably doesn’t actually use of the tools he’s developing, the features he’s working on really only interest the early adopters at this conference, and they probably do more to hinder user adoption because while they look cool, they really just overwhelm people and hinder user adoption because all the average employee really wants are tools that are accessible, fast, and reliable.

The self-promoter. Got his (oddly-shaped) business card yet? Don’t worry, you’ll get it soon enough. He’s the CEO for some new startup or he just got some VC to invest a boatload of money in his company or he’s writing a new book – it doesn’t really matter because he’s going to tell you all about it…whether you care or not. Don’t you realize how lucky you are to get an opportunity to talk to him?

The booth babe/dude.” He or she is always very nice and very conversational, but unfortunately lack ANY details about the company they’re representing. Good luck getting any actual information from him/her beyond a fact sheet, a demo, and someone else’s business card.

Who I Won’t Meet:

The IT Security specialist. Time and time again, I find myself talking with a client about Enterprise 2.0 only to hear that their security guys won’t allow them to install any Enterprise 2.0 software or that SAAS isn’t an option, but very rarely do I actually see any of these individuals at these conferences. Just once, I’d like to meet some ambitious IT Security professional who says, “you know what, I want to attend this conference so that I can learn how to allow our employees to use these tools AND be safe and secure?” 

The Lawyer. The relationship between lawyers and Enterprise 2.0 is tenuous at best. Everyone tries to have as little interaction with them as possible, but when they do have to get involved, it almost always results in a whiny, “do we really have to pass this through them????”  But what if your legal team was actually knowledgeable about Enterprise 2.0? If they knew the success stories and the potential? Have you ever spoken to a lawyer who actually “gets it” and asks you “how can I help?” How refreshing is that?

The Failures. I loved that Kevin Jones was a speaker at the last Enterprise 2.0 Conference and will be there again in Santa Clara. He was among the first people I’ve met at these types of conferences willing to talk about how he failed, what failed, and how he would have done things differently. Unfortunately, these people are few and far between as most people only want to tout their successes, their products, and their features. We all know getting this stuff right is hard – where have others stumbled and what can we learn from them?

The C-suite. Director of Social Strategies, Social Collaboration Lead, Virtual Collaboration specialist – where are the traditional organizational leaders? Where are the CIOs and CTOs? Unfortunately, Enterprise 2.0 still isn’t integrated into the other business units so it will continue to be marginalized. Until we get more actual decision-makers to attend these conferences and learn of the benefits for themselves, we’ll unfortunately continue to have to fight to justify social to the senior leadership.

The average employee. Where are all of the project managers, supervisors, associates, and HR specialists? Where are the people who are actually supposed to be using Enterprise tools to do their jobs? I want to meet more average users and find out what they want from the dozens of vendors who will be present. I want to find out why Cindy, the HR specialist in Omaha refuses to use the discussion forums that her company set up.

Will I meet you at Enterprise 2.0 next week? If you want to meet me, I, along with my colleagues Walton Smith and Jay Leask, will be there all week. Walton and I are speaking on Wednesday at 12:30 in the Expo Hall where we’ll be giving an abbreviated presentation of our webinar, “It’s not the Players, It’s the Game,” and then on Wednesday at 8:45am, David Berry and Jay Leask will discuss how organizations have successfully leveraged SharePoint as a social platform within their organizations in their session “Options for Leveraging SharePoint as a Social Platform.“

A community of practice (CoP) is, according to cognitive anthropologists Jean Lave and Etienne Wenger, a group of people who share an interest, a craft, and/or a profession.

Over the last year or so, the term communities of practice has entered the social media buzzword lexicon along with virtual collaboration, engagement, platforms, and Enterprise 2.0. Senior leaders want to establish them, new employees are being told to join them, and middle managers are being told to support them, but what, exactly are they?

Nowhere in the definition above does it mention the words website, wiki, blog, or social network. Nowhere does it say that it has to be virtual or physical or even either/or. There is no reference to the tools that are used to facilitate the communication and collaboration, nor is there a defined set of characteristics that define how a community of practice works or what topics they discuss.

A group of people who share an interest, a craft and/or a profession. Sounds pretty simple, right? Sounds like we might already be members of dozens of communities of practice – at work, at church, at school, etc. It’s just a group of people communicating and collaborating openly around a topic that they all care about. CoPs have existed for as long as people have had a desire to learn from each other.

Whether your organization knows it or not, your company/government agency is already filled with CoPs. Just because all of their communication and collaboration doesn’t happen to occur on your designated SharePoint site doesn’t mean that people aren’t already communicating and collaborating around a shared topic of interest. Whether it’s the group of new hires who coordinate the monthly happy hours or the new parents who get together over lunch to discuss work/life balance, communities of practice are alive and well within most organizations. They just might not be the ones with a unique URL on the Intranet.

Are you creating a community of practice or are you just creating another website? How does your CoP stack up to some of these statements?

• People voluntarily spend time helping others in a community of practice. People visit a website to download what they need.
• CoPs focus on adding value to their members. Websites focus on getting new users.
• The success of a CoP is measured in anecdotes, efficiencies, and employee satisfaction. The success of a website is measured by hits, visits, and referrals.
• The members of a CoP volunteer their expertise to create new tech features. A website has paid developers who add new features.
• A CoP is built around conversation. A website is built around content.

Communities of practice have been around for decades, and for decades, they’ve helped countless organizations navigate major changes, increase productivity, cut duplication, and make work more enjoyable. In many cases, the use of social media has enhanced these CoPs by providing more tools and opportunities for people to connect with other people. Unfortunately, social media has also given rise to zombie communities filled with content on blogs, forums, and wikis, but which lack any actual human interaction. What are you building?

For more about Communities of Practice, check out Cultivating Communities of Practice: A Guide to Managing Knowledge, Harvard Business School Press, 2002 by Etienne Wenger, Richard McDermott, and William M. Snyder.

I like failures. I like hearing about failures and learning from them. I like hearing that other people have made the same mistakes I have and succeeded in spite of (in some cases, because of) those mistakes. I like hearing how one social strategy fails miserably in one organization yet thrives in another. Sure, I enjoy talking with my counterparts in other organizations about their successes, but I almost enjoy hearing about the failures more. At least then we get to talk about some real honest stories instead of an endless of marketing-speak talking about engagement, authenticity, and community.

I’ve written before about the need to start talking about failures at conferences so that others may learn, so that’s why I was excited to attend Kevin Jones‘ presentation, “Enterprise 2.0 Failures – And What We Learn From Them,” yesterday at the Enterprise 2.0 Conference here in Boston. Kevin is a Social Media & Network Strategist/Manager at NASA’s Marshall Space Flight Center, and he gave us several “ways to fail” at Enterprise 2.0 based on his experiences at NASA. Update: Make sure you check out Kevin’s post on his presentation as well as his slides/video that he used.

Here are ten that I particularly liked:

How to Fail at Enterprise 2.0

1. Work in a Culture of Low Trust – Kevin said he was talking to one manager who said, “I just don’t trust my people. “If they bash another group, I don’t want that group to see it. Their English is really horrible – I don’t want anyone else in the organization to know that my people are idiots.”  You could have the greatest tools in the world, but no blog or wiki is going to work if this is the culture in which it’s implemented.
2. Rely on Stats – Trotting all of the latest industry stats on Enterprise 2.0 adoption and spending is great, but nothing resonates as well with a senior leader as actually getting them to sit down and use the tools until they have that “ah-ha” moment for themselves.
3. Underestimate the Political Landscape – Kevin had “a NASA employee assigned to watch over me to keep me out of trouble, but I still got my hand slapped multiple times.”  He was told by the CIO to let him know if he encounters any problems, but then another senior leader told him that he wasn’t allowed to speak to the CIO unless he was accompanied by this other leader. Not understanding the unique office politics at play and how to make them work for you is a recurring theme in Enterprise 2.0 failures.
4. Ignore people who have done this before – This is the “but I’m unique!” argument. Everyone thinks their organization is unique and different from everyone else that they ignore the lessons learned and best practices of others in their organization and assume that they know best. Unfortunately, they usually don’t.
5. Treat this as YOUR project – At first, Kevin thought of himself as the Head of All Things Social. He soon realized that he was spinning his wheels as others weren’t buying into his vision. Not until he gave others ownership over certain parts of the strategy did he start to garner support.
6. Treat this as an IT project – In Enterprise 2.0 implementations, the money often comes from the IT department, and unfortunately, that means that these initiatives are often implemented like an IT project. “Let’s just get the tools up and running – we’ll worry about the people later!” Enterprise 2.0 has to be treated like people project with an IT component, not the other way around.
7. Go Cheap – You get what you pay for, in terms of hardware, software, and people. Kevin mentioned that he led this huge promotional push to get people to log into the platform and it worked! Unfortunately, it worked much better than the IT people thought it would, and they didn’t have the right server space/bandwidth in place to handle the influx of people. So instead of a good news story about user adoption, it turned into people logging into a new collaboration site, only to receive a 404 error. You can’t commit halfway to Enterprise 2.0 – you can’t say, “well, we can afford the tools, but not the community managers” or vice versa.
8. Assume this is about collaboration, being social – Enterprise 2.0 isn’t about creating a Facebook behind the firewall or giving people a way to collaborate. It’s about using technology to help employees do their work. The ability to create a blog that your co-workers can read is meaningless to most people. The ability to easily update and share your weekly status report with your entire project team without having to sift through multiple versions in your inbox? Now that’s something they can get on board with.
9. Make Policy Ugly – Forcing your people to read and agree to a lengthy document filled with do not do this, do not do that legal-ese is akin to putting up a “Beware of Dog! No Trespassing!” sign on your front gate. That doesn’t say come on in and collaborate – that says, we’re protecting our butt because we don’t trust you.
10. Forget that you’re working with humans – These aren’t “users” or “visitors” you’re dealing with. These are people. These are your colleagues. They want to feel like they’re joining a community of other people who can help them, not using some impersonal tool with strict rules and policies governing their every move.

*The title is a quote from Ben Franklin

Stop worrying about hitting the big drive and concentrate on the fundamentals

Ever hear the phrase “Drive for Show, Putt for Dough?”  It’s  time-honored sports cliche that refers to the oohs and ahhs that a huge golf drive off the tee will elicit from the crowd. However, despite all the attention a big drive gets and hundreds of dollars a good driver costs, that shot is used maybe 12 times each round. The real money is made on the green where an average player will take almost 3 times as many strokes. You can make all the highlight reels you want with your 350 yard drives, but if you can’t make a 10 foot putt consistently, you’ll be in the same place I am on Sunday….on the couch watching someone else who CAN make those putts.

I bring this up because I’ve seen one too many Enterprise 2.0 implementation – be it a wiki, a blogging platform, discussion forums, microblogging, or Sharepoint – fail miserably because they forgot to focus on the fundamentals.  They end up being too concerned with the big drive off the tee that they forget to practice the short putts that are needed to truly succeed. Nearly every Enterprise 2.0 vendor out there offers a similar set of features – blogging, microblogging, wiki functionality, profiles, tagging, search, etc. – they all hype up the fact that THEIR platform is the one that can do X or can do Y, that they have this one unique feature that puts them out in front of the competition. Likewise, once these platforms are purchased and installed, the client teams responsible for customization and integration get enamored with all of these features as well. I’ve seen way too many internal launch emails that sound something like this:

“Visit our new website, the one-stop shop for all your collaboration needs. This new website offers all of the Web 2.0 functionality that you have on the Internet, here in a safe, secure, professional environment – blogs to share your expertise, a wiki that anyone can edit, profiles so that you can connect with your colleagues!”

Seeing all this empty promotional language makes me think of my friend who absolutely crushes the ball of the tee. After another monster shot from the fairway, he’s now gone 524 yards in two shots and the crowd is loving it. He then proceeds to take three putts to go the final 10 yards because he spent all of his money on a new driver and practice time on perfecting the big drive.

Unfortunately, Enterprise 2.0 implementations are suffering from this same, all too common problem.

Day 1: After being enticed by the blogs, the wikis, the microblogging, and the rest of the features, you visit the site, you poke around a little bit – so far so good.  Everything looks great.  The design is eye-catching, there’s a lot of great content up already, some of my peers have friended me, and I already found a blog post relevant to my job. This is the best site ever! Enterprise 2.0 FTW!

Day 2: I visit the site again and invite a few of my managers to join as well…well, I tried to invite them to join, but the invite a friend button wasn’t quite working. That’s ok – I’ll try again tomorrow – must be a bug.  I can’t wait to get them using all of these cool tools too!

Day 3: Well, that invite-a-friend bug still isn’t fixed, but everything else is going pretty smoothly…other than the fact that the blogs don’t seem to work in Firefox. I guess I’ll have to use Internet Explorer for those, but that’s ok.

Day 7:  I’ve got a big meeting today with the new VP at this conference we’re both attending – I’ll demo all these new social media tools for him and show him how he can start a blog too!

Day 7 (later on): Damnit! I didn’t realize that I wouldn’t be able to access the site unless I was behind the firewall in one our corporate offices 🙁

Day 14: On my way to a meeting, I was checking out my co-worker’s Facebook page on my iPhone when I saw his latest status update – “OMG – I can’t believe that someone said that about our new HR policy on our corporate blog!!” Intrigued by what was said on the new blog, I try to navigate to our blogs…foiled again!!!  No mobile support….I guess I’ll check it later tonight.

Day 17: Working late on a report again – luckily, I’ve been posting all of my findings to our new wiki so that when I leave for my vacation tomorrow, everyone will have easy access to the latest and greatest data.

Day 18: Disappointed to receive an email on my way to the airport that our Enterprise 2.0 site is down for maintenance for the rest of the day, rendering all of my data unusable to the rest of my team. They can’t wait a day for the wiki to come back up so it looks like they’ll be working extra hard to recreate everything I did last night.

Day 19: &*%$ I’m DONE!!!  Why is this thing so slow?  What does Facebook have 500 million users yet is always up?  Why can I download a movie from iTunes in 3 minutes, but it takes me 25 minutes to download a Powerpoint presentation?  Why can I read Deadspin from my phone no matter where I’m at in world, but can’t access the blog I’m supposed to be using for work?

Sound familiar to anyone? This is what happens when Enterprise 2.0 is too focused on the teeshot, and not enough on the fundamentals of the rest of the game. Features galore that will get people ooohhing and aahhhing, but lacking the fundamentals of speed, accessibility, and reliability that will keep people coming back. If you’re talking about implementing an Enterprise 2.0 platform, before you start talking about all of the bells and whistles you want, make sure that you take care of three very fundamental issues.

Make it Fast – People have to expect anything online to be fast. If I click something, it should take me there immediately. There are no exceptions. Load times for simple html pages (we’ll give multimedia an exception here) should be almost non-existent. I don’t care if I’m behind a corporate firewall or not – if it takes 4-5 seconds to load a page, that’s going to severely limit how often I can use it. If my bank’s site can be secure and fast, why can’t my Intranet sites?

Make it Accessible – Laptops, desktops, iPads, iPhones, Android devices, my old school flip phone, hell, even my TV all allow me to get online now.  I can access Pandora, Facebook, Twitter, and a whole host of other sites from a dozen different devices while on the subway, in my house, in a rain forest, or in my office.  But, you’re telling me that I can only access my work from one kind of computer that’s located in one place? Doesn’t seem to make much sense.

Make it Reliable – There shouldn’t be a fail-whale on your internal work systems. If I need to access some information to do my job – be it a blog post, a wiki page, or a file – I need to be able to access it, with 100% certainty.  If I need access to some data for an important meeting, and I can’t access it because our site is “down for maintenance” or it was accidentally deleted in some sort of data migration error, that’s a serious breach of trust that is going to make me question whether I should be using the site at all.

Concentrate on perfecting the fundamentals before you start getting into the fancy stuff – practice your putting before your driving, learn to dribble with both hands before entering a dunk contest, practice catching the ball before you choreograph your touchdown dance, and make the wiki work in Firefox before you start working on some drag and drop home page modules.

Photo courtesy Flickr user Stev.ie