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THE FUNDAMENTALS OF SOCIAL MEDI
                                              PROGRAM DEVELOPMENT
                                              FOR BUSINESS MANAGERS
                                            Module 2: Selling your program.


Sample deck from the Fusion Marketing
     Experience lecture series.

   Full program of videos and decks
        available Summer 2012

www.fusionmarketingexperience.com

               Lectures
               Courses
               Training
             E-Resources
                                                       Olivier Blanchard
Your next challenge: properly selling the idea.
What are some areas / business functions that a
 social media program might help improve?
Sales
     Net New Customers, Increased Frequency of Transactions, promo exposure
     Increased yield (average $ value per transaction), and product penetration

                              Customer Support
 Immediate feedback and response, positive impact in public forum, cost reduction

                              Human Resources
More effective recruiting, online monitoring of employee behavior (risk management)

                                Public Relations
       Online Reputation Management, improved brand image via Social Web

                               Customer Loyalty
Increased interactions, better quality of interactions, deeper relationship with brand,
  Increased trust in brand, increased mindshare of brand, greater values alignment

                            Business Intelligence
                                  Know everything.
Understanding the medium and seeing the
      opportunities aren’t enough.

    Objections aren’t always logical.
FEAR
IS THE MIND KILLER.
In a perfect world, managers are leaders.

   We do not live in a perfect world.
Top leadership has the burden of responsibility.



  Middle management has the burden of being
             stretched too thin.



Worker bees have the burden of feeling powerless.
CULTURAL CONTRADICTION:
Pioneers and innovators are admired.
   Failure is feared above all else.
Pioneers and innovators’ model of discovery is systematic
           failure: Fail often to succeed faster.
Our culture idolizes rebels and risk-takers.
John Glenn




             Ernest Shackleton
Our mythologies and inherent need for hero worship create
            models of archetypal leadership.
  As a result, we expect certain attributes from leaders.

       One of these key attributes is courage.
  Ironically, it is the most lacking in the corporate world.

           Ask yourself what has made companies like
      Apple, Starbucks, Facebook and Virgin so exceptional:

 Everything begins with visionary, courageous leadership.
Business schools don’t train execs to be heroes.
                  (They should.)
The traits and behaviors that lead a promising manager to
    become CEO don’t necessarily touch on courage.

                        Results
                       Consensus
                         Trust
                       Cultural fit

              Management vs. Leadership
Remember the Mac vs. PC ads?




Think of the problem this way…
What the corporate world sees:



CEO                                ???
In reality, the effective model is this:



CEO                                  COO
The worst thing that can happen to a company:



    CEO                                COO


  I’m leaving                      I am taking
    to start                          over as
    another                            CEO.
  company.
Two very different types of humans:



        CEO                               COO


  Innovative ideas                   Logistics
 Experimentation                     Operations
            Vision                   Risk Management
Cultural Sensitivity                 Structure
Put the right people in the right roles:

   Special Forces are very good at winning battles.
  They are highly adaptive, capable and motivated.
They have all of the “hero” traits we seek in a leader.


 Special Forces are terrible at being administrators.
             Their specialty is winning,
 Not making sure the trash gets picked up on time.
Problem 1.1:

Most of the corporate leadership you will run into today is
 made up of excellent managers and administrators, not
     leaders in the core cultural sense of the term.

Leaders generally leave the corporate system on their own
  or are pushed out of it because they don’t fit in a box.
Problem 1.2:

Most corporate environments are male dominated cultures.
If you understand biology, you understand the Alpha Male
                      phenomenon.

       Artificial hierarchies vs. Natural hierarchies
                    create dysfunctions.
     The result: unspoken animosity & fear of failure.
Problem 1.3:

If the CEO is the biological alpha in the room and he is self-
      actualized, you will have an easier time of selling
          and building your social media program.

     If the CEO is not the biological alpha in the room,
           you will have to deal with risk-aversion
                 and operational paralysis.
Now that you understand what you are up against…

   First things first: get your bearings


   Three models:

   C)Starting from scratch?
   D)Rebooting a program that stalled?
   E)Rebooting a program that imploded?
Tackling risk-averse objections

  First things first: get your bearings


Three models:

C)Starting from scratch?
      A lot of education ahead. Red flag: why such a late start?
E)Rebooting a program that stalled?
      Look for operational dysfunctions and lack of focus.
G)Rebooting a program that imploded?
      You will have to deal with trauma across the organization.
Step 1: Identifying rational reasons.
Step 2: Addressing irrational fears.
Step 1: Why should you be there?
- The social media program can solve a problem for the organization.
-The social media program is a matter of strategic necessity for the
organization.
-The social media program offers key opportunities for growth for the
organization.
-The social media program can help the organization penetrate new
markets. (Younger demos, mobile commerce, etc.)
-The social media program can provide new degrees of business
intelligence.
-The social media program will lower operating costs.
-The social media program will enable the organization to outclass
the competition in key areas.

If you cannot identify key business objectives on your own, turn this
list into questions. Look across the organization, at every department.
Sales
     Net New Customers, Increased Frequency of Transactions, promo exposure
     Increased yield (average $ value per transaction), and product penetration

                              Customer Support
 Immediate feedback and response, positive impact in public forum, cost reduction

                              Human Resources
More effective recruiting, online monitoring of employee behavior (risk management)

                                Public Relations
       Online Reputation Management, improved brand image via Social Web

                               Customer Loyalty
Increased interactions, better quality of interactions, deeper relationship with brand,
  Increased trust in brand, increased mindshare of brand, greater values alignment

                            Business Intelligence
                                  Know everything.
Avoid this:
@intersection1
Mark Smiciklas
Tackling risk-averse objections
Identifying & addressing fears / risk
You understand the difference between management vs. leadership
and its role in creating risk-averse cultures, silo’ed organizations, and
operational paralysis.
Now it is time to bring out those fears and give them shape. This is
closer to therapy than you think.
Typical answers:
Identifying & addressing fears / risk
You understand the difference between management vs. leadership
and its role in creating risk-averse cultures, silo’ed organizations, and
operational paralysis.
Now it is time to bring out those fears and give them shape. This is
closer to therapy than you think.
Typical answers:
-Loss of control & potential embarrassment. (What if people say bad
things about us? What if one of our employees makes a mistake?)
Identifying & addressing fears / risk
You understand the difference between management vs. leadership
and its role in creating risk-averse cultures, silo’ed organizations, and
operational paralysis.
Now it is time to bring out those fears and give them shape. This is
closer to therapy than you think.
Typical answers:
-Loss of control & potential embarrassment. (What if people say bad
things about us? What if one of our employees makes a mistake?)
-Loss of control & status inside the org. (Who will own this program? How
will my budget be affected?  Budgets control what gets done & exec status.)
Identifying & addressing fears / risk
You understand the difference between management vs. leadership
and its role in creating risk-averse cultures, silo’ed organizations, and
operational paralysis.
Now it is time to bring out those fears and give them shape. This is
closer to therapy than you think.
Typical answers:
-Loss of control & potential embarrassment. (What if people say bad
things about us? What if one of our employees makes a mistake?)
-Loss of control & status inside the org. (Who will own this program? How
will my budget be affected?  Budgets control what gets done & exec status.)
-Cost terror. (How much will this cost? What are the hidden costs?)
Identifying & addressing fears / risk
You understand the difference between management vs. leadership
and its role in creating risk-averse cultures, silo’ed organizations, and
operational paralysis.
Now it is time to bring out those fears and give them shape. This is
closer to therapy than you think.
Typical answers:
-Loss of control & potential embarrassment. (What if people say bad
things about us? What if one of our employees makes a mistake?)
-Loss of control & status inside the org. (Who will own this program? How
will my budget be affected?  Budgets control what gets done & exec status.)
-Cost terror. (How much will this cost? What are the hidden costs?)
-Operational Hurdles: (Our culture isn’t social. We are too silo’ed. We are too
risk-averse. We don’t have the manpower or the time. We don’t have the skill-set,
the framework or the tools. I don’t have time to devote to this.) Middle-
management concerns stem from being stretched too thin.
Think of this phase as an audit.
         You are not there to provide answers or solutions.
You are there to let the people in the organization who can either be
     your champions or your enemies give voice to their fears.

                      Ask the right questions:
Think of this phase as an audit.
          You are not there to provide answers or solutions.
 You are there to let the people in the organization who can either be
      your champions or your enemies give voice to their fears.

                        Ask the right questions:
          1. Get to the root of the objections. Get to the fear.
               Understand the fear. (Ask if you have to.)

           2. Ask what would solve the problem for them.
  “What if we did x, y and z? Would that minimize the risk enough?”

       3. Go back to the opportunity/reward part of the equation.
“So if we eliminated those risks, what would you want to get out of it?”
RISK REWARD
Step 1: Identify
                   VS.
                           Step 1: Identify
Step 2: Minimize         Step 2: Maximize
RISK   VS.   REWARD
REWARD
                Maximize opportunity




RISK   VS.
This seems painfully simple.
This seems painfully simple.

It is the single-most important foundation for success in
   building a healthy, successful social media program.
This seems painfully simple.

It is the single-most important foundation for success in
   building a healthy, successful social media program.

99% of organizations fail in the social media space
  because they did not go through this process.
This seems painfully simple.

  It is the single-most important foundation for success in
     building a healthy, successful social media program.

 99% of organizations fail in the social media space
   because they did not go through this process.

 They rush to the tools, strategies, tactics and busy-work of
social media programs without laying the ground-work for it.
 And at some point, either everything comes to a screeching
        halt, or the program goes off into the weeds.

                Don’t end up in the weeds.
Social media programs transform the way businesses operate.

   If they transform processes, they transform behaviors.
  And if they transform behaviors, they transform cultures.


          In 2010-2020 failure = inability to adapt.
      In 2010-2020 success = ability to manage change.

 Change management, not social media management, is the
       biggest challenge facing organizations today.
5 decades separated the American Civil War and World War I




5 decades separate the establishment of modern organizational thought and the social web
Plan XVII: August 1914. One 62-year old French corps commander speaks of “astonishing
changes in the practice of war.” The French still fought in bright colors, out in the open, against
the modern rifle, machine guns and artillery. Failure to adapt.
At the start of the war, the British Army only had 2 machine guns per battalion.
A leader disconnected from his era cannot effectively lead.
                Old thinking kills companies.




Reconnect the CEO and senior execs to the world they live in.
     But don’t be a revolutionary. Be a trusted guide.
An imperfect understanding of the field always leads to bad decisions.
        Educated leaders might make good decisions.
                   The other kind cannot.




   Do not let a CEO and/or senior executives delegate knowledge.
  If they don’t understand something, they entrust it to the wrong
                              people.
The biggest problems with SM integration:
           Imperfect Understanding of the medium
      Decision-makers do not understand it well enough to see how it fits.

                       Hiring criteria are wrong
 Because the medium is not well understood, the wrong people are assigned to
     managing efforts in it – from strategy to execution to measurement.
                  The assumption: This is marketing, right?

                Too much emphasis on marketing
Trickle-down effect: The majority of social media managers come from marketing
           backgrounds. Only 1% from customer service backgrounds.

                               Wrong goals
      Wrong Assumptions about the medium = wrong focus = wrong goals

                             Wrong metrics
                     Wrong goals = wrong success metrics

                                Clusterf*ck
            Mass confusion as to anything beyond “reach” numbers
Back to our opportunities:
                                       Sales
     Net New Customers, Increased Frequency of Transactions, promo exposure
     Increased yield (average $ value per transaction), and product penetration

                              Customer Support
 Immediate feedback and response, positive impact in public forum, cost reduction

                              Human Resources
More effective recruiting, online monitoring of employee behavior (risk management)

                                Public Relations
       Online Reputation Management, improved brand image via Social Web

                               Customer Loyalty
Increased interactions, better quality of interactions, deeper relationship with brand,
  Increased trust in brand, increased mindshare of brand, greater values alignment

                            Business Intelligence
                                  Know everything.
NOW WHAT?
Three-Step Process:

Step 1: Strategy & development
Identifying key departments to partner with.    Setting targets.
Chatting with them & identifying their needs.   Clarifying intent.
Talking realistically about capacity.           Getting buy-in.
Three-Step Process:

Step 1: Strategy & development
Identifying key departments to partner with.    Setting targets.
Chatting with them & identifying their needs.   Clarifying intent.
Talking realistically about capacity.           Getting buy-in.


Step 2: Operational Deployment
 Getting departments up to speed                Working with Legal, IT, HR, etc.
 Training staff                                 Creating guidelines
 Enabling technology and tools                  Developing the organization
 Creating the internal infrastructure           Continuous improvement
Three-Step Process:

Step 1: Strategy & development
Identifying key departments to partner with.    Setting targets.
Chatting with them & identifying their needs.   Clarifying intent.
Talking realistically about capacity.           Getting buy-in.


Step 2: Operational Deployment
 Getting departments up to speed                Working with Legal, IT, HR, etc.
 Training staff                                 Creating guidelines
 Enabling technology and tools                  Developing the organization
 Creating the internal infrastructure           Continuous improvement

Step 3: Management & Execution
  Community management                           Digital customer support
  Online reputation management                   Internal collaboration
  Monitoring                                     Etc.
  Measurement
Full 360 buy-in.

Step 1: Strategy & development
Identifying key departments to partner with.    Setting targets.
Chatting with them & identifying their needs.   Clarifying intent.
Talking realistically about capacity.           Getting buy-in.


This process involves everything we have just talked about.
Every department manager is like a micro-CEO.

In order to be successful, you must sell the value of your social
media program to the entire organization.

Not everyone needs to have the courage to be the first to move
on it, but they have to be sold on the idea if you can provide
them with a reasonable proof of concept.
Silos don’t matter.
      (at first.)
Silos don’t matter.
                   (at first.)



Start Small. Use the silos to your advantage.

    Don’t try to build too big, too soon.
You are not building a company-wide program yet.
 You are building department-specific programs.



                 Silos don’t matter.
                         (at first.)



      Start Small. Use the silos to your advantage.

          Don’t try to build too big, too soon.
Your audit is done.   (your notes.)




                                         Pick your 3 most
                                      promising prospects.
                                                    Lowest risk
                                         Lowest barrier of entry
                                          Achievable goals (S/L)
                                               High motivation
                                                Keep it simple:
                                                       Listening
                                                   Responding
                                                        Pushing
                                                      Reporting
Scarcity is a good marketing model.




                                          Be nice to those
                                      who were not picked.
                                       Continue to work with them
                                         Share what you are doing
                                       Share what you are learning
                                       Make them want to be next
                                         Build internal momentum
                                               Their turn will come
                                              (Can they help now?)
What.
                           Why.
                           Where.
Put together a proposal:   How.
Meet with:
                                         CEO
                                         Your boss
                                         Department head
                                         Other key actors
                                            Opportunities
                                            Objectives
                                            Targets
                                            Timeframe
                                            Cost
                                            Risk Management




                           What.
                           Why.
                           Where.
Put together a proposal:   How.
Green light:     Get things started.

Red light:       You missed something.
                 Address what you missed.
                 Present again.

Orange Light: Fear is still a factor. See red light.
                 - Project is put under supervision of
                        someone outside your team.
                 - CEO wants time to think about it.
                 - CEO wants to run it by other senior
                               execs.
Remember:


                             Sell field
    Sell                      testing,
opportunity,               minimal risk &
change, and                minimal drain
 big ideas.                on resources.
Don’t:

                 Boring.   Too much trouble.



  Sell field                                       Sell
   testing,                                    opportunity,
minimal risk &                                 change, and
minimal drain                                   big ideas.
on resources.
Why should I
      trust you with        Beware:
      something this
      big and scary?                             Um…
                                              Because you
                                                should?

        CEO
                                                 You




 This almost guarantees that someone who doesn’t know how to
manage a social media program will end up running your program.
I probably need             Beware:
  to find a digital
  marketing guy.




         CEO
                                                   You




This is how social media ends up in the hands of marketing and/or
                       digital departments.
Next: Building out your strategy & program

                           How does Social Media
                            fit into and across my
                                  organization?

Business Functions                          Business Processes
Marketing     Customer   Business   HR   Legal   IT         Internal
               Service   Dvlpmt.                         Communications
Advertising
              Customer                                   Collaboration
 Public
               Support                   Measurement
Relations
Reputation                               Data Analysis
  Mgmt.
Research
You made it through another module!
    Take a break. Review your notes. Now what?




                                                 Good job!

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Social media program development success 3 steps

  • 1. THE FUNDAMENTALS OF SOCIAL MEDI PROGRAM DEVELOPMENT FOR BUSINESS MANAGERS Module 2: Selling your program. Sample deck from the Fusion Marketing Experience lecture series. Full program of videos and decks available Summer 2012 www.fusionmarketingexperience.com Lectures Courses Training E-Resources Olivier Blanchard
  • 2. Your next challenge: properly selling the idea.
  • 3. What are some areas / business functions that a social media program might help improve?
  • 4. Sales Net New Customers, Increased Frequency of Transactions, promo exposure Increased yield (average $ value per transaction), and product penetration Customer Support Immediate feedback and response, positive impact in public forum, cost reduction Human Resources More effective recruiting, online monitoring of employee behavior (risk management) Public Relations Online Reputation Management, improved brand image via Social Web Customer Loyalty Increased interactions, better quality of interactions, deeper relationship with brand, Increased trust in brand, increased mindshare of brand, greater values alignment Business Intelligence Know everything.
  • 5. Understanding the medium and seeing the opportunities aren’t enough. Objections aren’t always logical.
  • 7. In a perfect world, managers are leaders. We do not live in a perfect world.
  • 8. Top leadership has the burden of responsibility. Middle management has the burden of being stretched too thin. Worker bees have the burden of feeling powerless.
  • 9. CULTURAL CONTRADICTION: Pioneers and innovators are admired. Failure is feared above all else.
  • 10. Pioneers and innovators’ model of discovery is systematic failure: Fail often to succeed faster.
  • 11. Our culture idolizes rebels and risk-takers.
  • 12.
  • 13. John Glenn Ernest Shackleton
  • 14. Our mythologies and inherent need for hero worship create models of archetypal leadership. As a result, we expect certain attributes from leaders. One of these key attributes is courage. Ironically, it is the most lacking in the corporate world. Ask yourself what has made companies like Apple, Starbucks, Facebook and Virgin so exceptional: Everything begins with visionary, courageous leadership.
  • 15. Business schools don’t train execs to be heroes. (They should.)
  • 16. The traits and behaviors that lead a promising manager to become CEO don’t necessarily touch on courage. Results Consensus Trust Cultural fit Management vs. Leadership
  • 17. Remember the Mac vs. PC ads? Think of the problem this way…
  • 18. What the corporate world sees: CEO ???
  • 19. In reality, the effective model is this: CEO COO
  • 20. The worst thing that can happen to a company: CEO COO I’m leaving I am taking to start over as another CEO. company.
  • 21. Two very different types of humans: CEO COO Innovative ideas Logistics Experimentation Operations Vision Risk Management Cultural Sensitivity Structure
  • 22. Put the right people in the right roles: Special Forces are very good at winning battles. They are highly adaptive, capable and motivated. They have all of the “hero” traits we seek in a leader. Special Forces are terrible at being administrators. Their specialty is winning, Not making sure the trash gets picked up on time.
  • 23. Problem 1.1: Most of the corporate leadership you will run into today is made up of excellent managers and administrators, not leaders in the core cultural sense of the term. Leaders generally leave the corporate system on their own or are pushed out of it because they don’t fit in a box.
  • 24. Problem 1.2: Most corporate environments are male dominated cultures. If you understand biology, you understand the Alpha Male phenomenon. Artificial hierarchies vs. Natural hierarchies create dysfunctions. The result: unspoken animosity & fear of failure.
  • 25. Problem 1.3: If the CEO is the biological alpha in the room and he is self- actualized, you will have an easier time of selling and building your social media program. If the CEO is not the biological alpha in the room, you will have to deal with risk-aversion and operational paralysis.
  • 26. Now that you understand what you are up against… First things first: get your bearings Three models: C)Starting from scratch? D)Rebooting a program that stalled? E)Rebooting a program that imploded?
  • 27. Tackling risk-averse objections First things first: get your bearings Three models: C)Starting from scratch? A lot of education ahead. Red flag: why such a late start? E)Rebooting a program that stalled? Look for operational dysfunctions and lack of focus. G)Rebooting a program that imploded? You will have to deal with trauma across the organization.
  • 28. Step 1: Identifying rational reasons.
  • 29. Step 2: Addressing irrational fears.
  • 30. Step 1: Why should you be there? - The social media program can solve a problem for the organization. -The social media program is a matter of strategic necessity for the organization. -The social media program offers key opportunities for growth for the organization. -The social media program can help the organization penetrate new markets. (Younger demos, mobile commerce, etc.) -The social media program can provide new degrees of business intelligence. -The social media program will lower operating costs. -The social media program will enable the organization to outclass the competition in key areas. If you cannot identify key business objectives on your own, turn this list into questions. Look across the organization, at every department.
  • 31. Sales Net New Customers, Increased Frequency of Transactions, promo exposure Increased yield (average $ value per transaction), and product penetration Customer Support Immediate feedback and response, positive impact in public forum, cost reduction Human Resources More effective recruiting, online monitoring of employee behavior (risk management) Public Relations Online Reputation Management, improved brand image via Social Web Customer Loyalty Increased interactions, better quality of interactions, deeper relationship with brand, Increased trust in brand, increased mindshare of brand, greater values alignment Business Intelligence Know everything.
  • 35. Identifying & addressing fears / risk You understand the difference between management vs. leadership and its role in creating risk-averse cultures, silo’ed organizations, and operational paralysis. Now it is time to bring out those fears and give them shape. This is closer to therapy than you think. Typical answers:
  • 36. Identifying & addressing fears / risk You understand the difference between management vs. leadership and its role in creating risk-averse cultures, silo’ed organizations, and operational paralysis. Now it is time to bring out those fears and give them shape. This is closer to therapy than you think. Typical answers: -Loss of control & potential embarrassment. (What if people say bad things about us? What if one of our employees makes a mistake?)
  • 37. Identifying & addressing fears / risk You understand the difference between management vs. leadership and its role in creating risk-averse cultures, silo’ed organizations, and operational paralysis. Now it is time to bring out those fears and give them shape. This is closer to therapy than you think. Typical answers: -Loss of control & potential embarrassment. (What if people say bad things about us? What if one of our employees makes a mistake?) -Loss of control & status inside the org. (Who will own this program? How will my budget be affected?  Budgets control what gets done & exec status.)
  • 38. Identifying & addressing fears / risk You understand the difference between management vs. leadership and its role in creating risk-averse cultures, silo’ed organizations, and operational paralysis. Now it is time to bring out those fears and give them shape. This is closer to therapy than you think. Typical answers: -Loss of control & potential embarrassment. (What if people say bad things about us? What if one of our employees makes a mistake?) -Loss of control & status inside the org. (Who will own this program? How will my budget be affected?  Budgets control what gets done & exec status.) -Cost terror. (How much will this cost? What are the hidden costs?)
  • 39. Identifying & addressing fears / risk You understand the difference between management vs. leadership and its role in creating risk-averse cultures, silo’ed organizations, and operational paralysis. Now it is time to bring out those fears and give them shape. This is closer to therapy than you think. Typical answers: -Loss of control & potential embarrassment. (What if people say bad things about us? What if one of our employees makes a mistake?) -Loss of control & status inside the org. (Who will own this program? How will my budget be affected?  Budgets control what gets done & exec status.) -Cost terror. (How much will this cost? What are the hidden costs?) -Operational Hurdles: (Our culture isn’t social. We are too silo’ed. We are too risk-averse. We don’t have the manpower or the time. We don’t have the skill-set, the framework or the tools. I don’t have time to devote to this.) Middle- management concerns stem from being stretched too thin.
  • 40. Think of this phase as an audit. You are not there to provide answers or solutions. You are there to let the people in the organization who can either be your champions or your enemies give voice to their fears. Ask the right questions:
  • 41. Think of this phase as an audit. You are not there to provide answers or solutions. You are there to let the people in the organization who can either be your champions or your enemies give voice to their fears. Ask the right questions: 1. Get to the root of the objections. Get to the fear. Understand the fear. (Ask if you have to.) 2. Ask what would solve the problem for them. “What if we did x, y and z? Would that minimize the risk enough?” 3. Go back to the opportunity/reward part of the equation. “So if we eliminated those risks, what would you want to get out of it?”
  • 42. RISK REWARD Step 1: Identify VS. Step 1: Identify Step 2: Minimize Step 2: Maximize
  • 43. RISK VS. REWARD
  • 44. REWARD Maximize opportunity RISK VS.
  • 46. This seems painfully simple. It is the single-most important foundation for success in building a healthy, successful social media program.
  • 47. This seems painfully simple. It is the single-most important foundation for success in building a healthy, successful social media program. 99% of organizations fail in the social media space because they did not go through this process.
  • 48. This seems painfully simple. It is the single-most important foundation for success in building a healthy, successful social media program. 99% of organizations fail in the social media space because they did not go through this process. They rush to the tools, strategies, tactics and busy-work of social media programs without laying the ground-work for it. And at some point, either everything comes to a screeching halt, or the program goes off into the weeds. Don’t end up in the weeds.
  • 49. Social media programs transform the way businesses operate. If they transform processes, they transform behaviors. And if they transform behaviors, they transform cultures. In 2010-2020 failure = inability to adapt. In 2010-2020 success = ability to manage change. Change management, not social media management, is the biggest challenge facing organizations today.
  • 50. 5 decades separated the American Civil War and World War I 5 decades separate the establishment of modern organizational thought and the social web
  • 51. Plan XVII: August 1914. One 62-year old French corps commander speaks of “astonishing changes in the practice of war.” The French still fought in bright colors, out in the open, against the modern rifle, machine guns and artillery. Failure to adapt. At the start of the war, the British Army only had 2 machine guns per battalion.
  • 52. A leader disconnected from his era cannot effectively lead. Old thinking kills companies. Reconnect the CEO and senior execs to the world they live in. But don’t be a revolutionary. Be a trusted guide.
  • 53. An imperfect understanding of the field always leads to bad decisions. Educated leaders might make good decisions. The other kind cannot. Do not let a CEO and/or senior executives delegate knowledge. If they don’t understand something, they entrust it to the wrong people.
  • 54. The biggest problems with SM integration: Imperfect Understanding of the medium Decision-makers do not understand it well enough to see how it fits. Hiring criteria are wrong Because the medium is not well understood, the wrong people are assigned to managing efforts in it – from strategy to execution to measurement. The assumption: This is marketing, right? Too much emphasis on marketing Trickle-down effect: The majority of social media managers come from marketing backgrounds. Only 1% from customer service backgrounds. Wrong goals Wrong Assumptions about the medium = wrong focus = wrong goals Wrong metrics Wrong goals = wrong success metrics Clusterf*ck Mass confusion as to anything beyond “reach” numbers
  • 55. Back to our opportunities: Sales Net New Customers, Increased Frequency of Transactions, promo exposure Increased yield (average $ value per transaction), and product penetration Customer Support Immediate feedback and response, positive impact in public forum, cost reduction Human Resources More effective recruiting, online monitoring of employee behavior (risk management) Public Relations Online Reputation Management, improved brand image via Social Web Customer Loyalty Increased interactions, better quality of interactions, deeper relationship with brand, Increased trust in brand, increased mindshare of brand, greater values alignment Business Intelligence Know everything.
  • 57. Three-Step Process: Step 1: Strategy & development Identifying key departments to partner with. Setting targets. Chatting with them & identifying their needs. Clarifying intent. Talking realistically about capacity. Getting buy-in.
  • 58. Three-Step Process: Step 1: Strategy & development Identifying key departments to partner with. Setting targets. Chatting with them & identifying their needs. Clarifying intent. Talking realistically about capacity. Getting buy-in. Step 2: Operational Deployment Getting departments up to speed Working with Legal, IT, HR, etc. Training staff Creating guidelines Enabling technology and tools Developing the organization Creating the internal infrastructure Continuous improvement
  • 59. Three-Step Process: Step 1: Strategy & development Identifying key departments to partner with. Setting targets. Chatting with them & identifying their needs. Clarifying intent. Talking realistically about capacity. Getting buy-in. Step 2: Operational Deployment Getting departments up to speed Working with Legal, IT, HR, etc. Training staff Creating guidelines Enabling technology and tools Developing the organization Creating the internal infrastructure Continuous improvement Step 3: Management & Execution Community management Digital customer support Online reputation management Internal collaboration Monitoring Etc. Measurement
  • 60. Full 360 buy-in. Step 1: Strategy & development Identifying key departments to partner with. Setting targets. Chatting with them & identifying their needs. Clarifying intent. Talking realistically about capacity. Getting buy-in. This process involves everything we have just talked about. Every department manager is like a micro-CEO. In order to be successful, you must sell the value of your social media program to the entire organization. Not everyone needs to have the courage to be the first to move on it, but they have to be sold on the idea if you can provide them with a reasonable proof of concept.
  • 61. Silos don’t matter. (at first.)
  • 62. Silos don’t matter. (at first.) Start Small. Use the silos to your advantage. Don’t try to build too big, too soon.
  • 63. You are not building a company-wide program yet. You are building department-specific programs. Silos don’t matter. (at first.) Start Small. Use the silos to your advantage. Don’t try to build too big, too soon.
  • 64. Your audit is done. (your notes.) Pick your 3 most promising prospects. Lowest risk Lowest barrier of entry Achievable goals (S/L) High motivation Keep it simple: Listening Responding Pushing Reporting
  • 65. Scarcity is a good marketing model. Be nice to those who were not picked. Continue to work with them Share what you are doing Share what you are learning Make them want to be next Build internal momentum Their turn will come (Can they help now?)
  • 66. What. Why. Where. Put together a proposal: How.
  • 67. Meet with: CEO Your boss Department head Other key actors  Opportunities  Objectives  Targets  Timeframe  Cost  Risk Management What. Why. Where. Put together a proposal: How.
  • 68. Green light: Get things started. Red light: You missed something. Address what you missed. Present again. Orange Light: Fear is still a factor. See red light. - Project is put under supervision of someone outside your team. - CEO wants time to think about it. - CEO wants to run it by other senior execs.
  • 69. Remember: Sell field Sell testing, opportunity, minimal risk & change, and minimal drain big ideas. on resources.
  • 70. Don’t: Boring. Too much trouble. Sell field Sell testing, opportunity, minimal risk & change, and minimal drain big ideas. on resources.
  • 71. Why should I trust you with Beware: something this big and scary? Um… Because you should? CEO You This almost guarantees that someone who doesn’t know how to manage a social media program will end up running your program.
  • 72. I probably need Beware: to find a digital marketing guy. CEO You This is how social media ends up in the hands of marketing and/or digital departments.
  • 73. Next: Building out your strategy & program How does Social Media fit into and across my organization? Business Functions Business Processes Marketing Customer Business HR Legal IT Internal Service Dvlpmt. Communications Advertising Customer Collaboration Public Support Measurement Relations Reputation Data Analysis Mgmt. Research
  • 74. You made it through another module! Take a break. Review your notes. Now what? Good job!