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August 30, 2010 | Facilitated by Alison Davis
Agenda

   •     About this workshop
   •     Why you’re here
   •     A quick tour of social media
   •     The bad news: risks
   •     Managing risks with policies and contracts
   •     Tapping social media’s potential
   •     Q&A/discussion




Social media: managing the risks, exploring the potential • Davis & Company   2
About this workshop

 Objectives

   You’ll learn how to:
          –    Make sense of the social media landscape
          –    Understand risks and benefits
          –    Define and set clear guidelines for acceptable use
          –    Tap into the potential of social media




Social media: managing the risks, exploring the potential • Davis & Company   3
About this workshop

 Keep in mind

                                                                                             Me




              Not a lawyer . . .                                     . . . A communication
                                                                            consultant

Social media: managing the risks, exploring the potential • Davis & Company                   4
Why you’re here

 How are you using social media?




         Still in the
                                                    Using selectively         Power user
  thinking/planning stage




Social media: managing the risks, exploring the potential • Davis & Company                5
Why you’re here



    What is your biggest                                               Where do you
    challenge/concern                                                  see social media’s
    about social media?                                                potential?




Social media: managing the risks, exploring the potential • Davis & Company                 6
A quick tour of social media




Social media: managing the risks, exploring the potential • Davis & Company   7
A quick tour

 What is social media?




Social media: managing the risks, exploring the potential • Davis & Company   8
Source: www.briansolis.com
                             9
A quick tour

 Who uses social media?



                         18-29              30-39                    40-49     50-64
            2007 2009




                         70%                 43%                       29%      16%

                         67%                 21%                       11%      6%



                         4%                 105%                    164%       166%
                        increase           increase                 increase   increase


                Source: Pew Research Center



Social media: managing the risks, exploring the potential • Davis & Company               10
A quick tour

 What companies are doing

   Of top 500 executives:

 • 60% say social media is not                                            • 75% admit that social
   on their agenda                                                          media will be used
                                                                            covertly
                       Key barriers:
                       Security 75%
     Why?              Senior apathy 57%
                       Fear of unproven technologies 58%




   Source: Global IT consulting firm Avanade



Social media: managing the risks, exploring the potential • Davis & Company                         11
A quick tour

 What companies are doing



        80% plan to use social networking to recruit talent.
                 95%                                      59%                 42%




Source: Jobvite Social Recruitment Survey, May 2009


Social media: managing the risks, exploring the potential • Davis & Company         12
A quick tour

 Companies and social networking

                   31%                                                        23%
                CEO is on                                Utilize social networking as
                Facebook                                 a tool to manage and build
                                                                   our brand


                   23%                                                        21%
         Utilize social                                      Utilize social networking
        networking for                                        to engage employees
      recruiting purposes

   Source: Deloitte

Social media: managing the risks, exploring the potential • Davis & Company              13
A quick tour
 Employees’ views about social media

    • 74% say it’s easy to damage a
      company’s reputation on social
      media
    • 53% say social networking
      pages are none of employers’
      business
    • 24% don’t know if their company
      has a policy
    • 49% say a policy wouldn’t
      change how they behave online


 Source: Deloitte


Social media: managing the risks, exploring the potential • Davis & Company   14
The bad news: risks




Social media: managing the risks, exploring the potential • Davis & Company   15
Risks

 The source of social media’s risks

   • We are human and imperfect.
   • Social networking is quick, easy and intimate.
   • Communications can spread virally and
     publicly.




Social media: managing the risks, exploring the potential • Davis & Company   16
Risks
 Dangers
  Employment claims                                             Legal risks
  •     Harrassment/bullying                                   •    Inadvertent disclosures
  •     Discrimination                                         •    HIPAA violations
  •     Defamation/slander                                     •    Corporate theft
  •     Invasion of privacy                                    •    Identity theft
  •     Minimum                                                •    Fraud and misleading
        wage/overtime                                               statements
                                                               •    Copyright and trademark
                                                                    infringement
                                                               •    Violations of anti-spamming
                                                                    laws




Social media: managing the risks, exploring the potential • Davis & Company                       17
Risks

 What can (and does) go wrong

     example PR executive on Twitter:
             “True confession but I’m in one of those towns
              where I scratch my head and say ‘I would die
              if I had to live here!’”



     example Domino’s employees on YouTube:
             Posted video showing them doing disgusting
             things to customers’ food




Social media: managing the risks, exploring the potential • Davis & Company   18
Risks

 Gannett




Social media: managing the risks, exploring the potential • Davis & Company   19
Risks

 The Star-Ledger




Social media: managing the risks, exploring the potential • Davis & Company   20
Managing risks with

            policies and contracts




Social media: managing the risks, exploring the potential • Davis & Company   21
Managing risks

 Develop a proactive approach



                                                                                    Restrict
                                                   Acknowledge
                                                                               employees to use
        Encourage                                 that employees
                                                                              company electronic
       employees to                                 participate
                                                                               resources only for
        contribute?                                 and outline
                                                                                business-related
                                                   expectations?
                                                                                   matters?




Social media: managing the risks, exploring the potential • Davis & Company                     22
Managing risks

 Draft a brief written policy
   Electronic communication
   • All electronic resources are the property of the employer.
   • The employer’s resources are to be used primarily for business purposes (or
     business purposes only).
   • Employees have no reasonable expectation of privacy in using company
     resources.
   • The employer has the right to monitor employee activity, pursuant to
     applicable law, to ensure the resources are properly used.
   • Employees are prohibited from downloading software without company
     permission.
   • Employees cannot spoof or hack another user’s system.
   • Unauthorized, private encryption by an employee is prohibited.




Social media: managing the risks, exploring the potential • Davis & Company        23
Managing risks

 Policy addresses social media

   • The personal use of social networking web sites or systems must not
     interfere with working time. (IF ACTUALLY ALLOWED.)
   • Remember that written messages are, or can become, public.
     Use common sense.
   • Any messages that might act as the “voice” or position of the company must
     be approved by the company.
   • No communication should disclose any confidential or proprietary information
     of the company without authorization from the company.
   • No author can use logos, trademarks or other intellectual property of the
     company without approval of the company.




Social media: managing the risks, exploring the potential • Davis & Company       24
Managing risks

 ESPN’s social media policy


  • Prior to engaging in any form of social networking dealing with sports,
    you must receive permission from the supervisor as appointed by your
    department head.
  • Assume at all times you are representing ESPN.
  • If you wouldn’t say it on the air or write it in your column, don’t tweet it.
  • Exercise discretion, thoughtfulness and respect for your colleagues,
    business associates and our fans.
  • Be mindful that all posted content is subject to review in accordance with
    ESPN’s employee policies and editorial guidelines.
  Any violation of these guidelines could result in a range of
  consequences, including but not limited to suspension or dismissal.



Social media: managing the risks, exploring the potential • Davis & Company         25
Managing risks

 If you fire an employee

   Your best defense:


   A separation agreement
   that ties severance
   with conduct




Social media: managing the risks, exploring the potential • Davis & Company   26
Managing risks

 Separation agreement #1

   Non-disclosure:
   Mr. Smith agrees not to discuss to anyone except
   his immediate family, accountant(s), and
   lawyer(s) any information relating to the subject
   matter or existence of his agreement, including
   the dollar amount set forth herein, except to the
   extent required by the legal process.

   Any disclosure to Mr. Smith’s immediate family,
   accountant or lawyer shall be made upon their
   agreement not to disclose these terms to another
   person.




Social media: managing the risks, exploring the potential • Davis & Company   27
Managing risks

 Separation agreement #2

   Non-disparagement:
   Mr. Smith agrees to refrain from making any
   disparaging remarks now, and at any time in the
   future, which could be detrimental in any way to
   The Company or to individual owners, directors, or
   employees of The Company, as well as The
   Company’s customers, business partners,
   sponsors and/or distributors, provided that this shall
   not restrict Mr. Smith’s ability to respond to any
   inquiry from applicable regulatory authorities or to
   provide information pursuant to legal process.




Social media: managing the risks, exploring the potential • Davis & Company   28
Tapping social media’s potential




Social media: managing the risks, exploring the potential • Davis & Company   29
Tapping potential

 Social media’s potential
   Facilitates communication                                             Allows sharing of ideas




   Targets a wide audience                                                    Improves reputation




Social media: managing the risks, exploring the potential • Davis & Company                         30
Tapping potential

 Manage your story


   “ Today, whatever you say will
                       end up on a blog. So you have a choice as
         a company—either be proactive and take the offensive and say,
                                         ‘Here’s what’s going on,’
                     or you can let someone else write the story for you.
                                                                                         ”
                                       – Rusty Rueff, former HR exec at Electronic Arts and PepsiCo




Social media: managing the risks, exploring the potential • Davis & Company                           31
Tapping potential

 5 ways to leverage social media

   1.     Collaborate with other functions
   2.     Use the right tool for the right job
   3.     Recruit new hires
   4.     Create a sense of community
  5.      Engage employees in the business




Social media: managing the risks, exploring the potential • Davis & Company   32
5 ways to leverage
  1.    Collaborate with other functions

   • Monitor ongoing web activity
   • Develop a response strategy
   • Determine roles of senior
     management, “spokespeople”
   • Decide on stance:
       – Fight back
       – Respond positively
       – Ignore




Social media: managing the risks, exploring the potential • Davis & Company   33
5 ways to leverage
  2.    Use the right tool…




Social media: managing the risks, exploring the potential • Davis & Company   34
5 ways to leverage
   3.   Recruit new hires…on Twitter




Social media: managing the risks, exploring the potential • Davis & Company   35
5 ways to leverage
   3.   Recruit…Twitter example




Social media: managing the risks, exploring the potential • Davis & Company   36
5 ways to leverage
   3.   Recruit new hires…on Facebook




Social media: managing the risks, exploring the potential • Davis & Company   37
5 ways to leverage
   3.   Recruit…Facebook example




Social media: managing the risks, exploring the potential • Davis & Company   38
5 ways to leverage
   3.   Recruit new hires…on LinkedIn




Social media: managing the risks, exploring the potential • Davis & Company   39
5 ways to leverage
   3.   Recruit…LinkedIn example




Social media: managing the risks, exploring the potential • Davis & Company   40
5 ways to leverage
   4.   Create a sense of community




 Blue shirt nation




Social media: managing the risks, exploring the potential • Davis & Company   41
5 ways to leverage
  5.    Engage employees in the business

   • Give employees access to critical information
   • A wiki (online user-generated encyclopedia)
     called Pfizerpedia
   • Contains more than 10,000 articles, videos
     and other content




Social media: managing the risks, exploring the potential • Davis & Company   42
5 ways to leverage
  5.    Engage employees in the business

   Watch IBM for how social
   media can:
   • Engage employees in culture
     (2003 ValuesJam)
   • Share knowledge
   • Create community
   • Understand key issues




Social media: managing the risks, exploring the potential • Davis & Company   43
Q&A/discussion




Social media: managing the risks, exploring the potential • Davis & Company   44
Contact


 Alison Davis
 (201) 445-5100
 alison.davis@davisandco.com


 Visit: www.davisandco.com

   Find us on:




Social media: managing the risks, exploring the potential • Davis & Company   45

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Davis - Social Media: Managing the Risks, Exploring the Potential

  • 1. August 30, 2010 | Facilitated by Alison Davis
  • 2. Agenda • About this workshop • Why you’re here • A quick tour of social media • The bad news: risks • Managing risks with policies and contracts • Tapping social media’s potential • Q&A/discussion Social media: managing the risks, exploring the potential • Davis & Company 2
  • 3. About this workshop Objectives You’ll learn how to: – Make sense of the social media landscape – Understand risks and benefits – Define and set clear guidelines for acceptable use – Tap into the potential of social media Social media: managing the risks, exploring the potential • Davis & Company 3
  • 4. About this workshop Keep in mind Me Not a lawyer . . . . . . A communication consultant Social media: managing the risks, exploring the potential • Davis & Company 4
  • 5. Why you’re here How are you using social media? Still in the Using selectively Power user thinking/planning stage Social media: managing the risks, exploring the potential • Davis & Company 5
  • 6. Why you’re here What is your biggest Where do you challenge/concern see social media’s about social media? potential? Social media: managing the risks, exploring the potential • Davis & Company 6
  • 7. A quick tour of social media Social media: managing the risks, exploring the potential • Davis & Company 7
  • 8. A quick tour What is social media? Social media: managing the risks, exploring the potential • Davis & Company 8
  • 10. A quick tour Who uses social media? 18-29 30-39 40-49 50-64 2007 2009 70% 43% 29% 16% 67% 21% 11% 6% 4% 105% 164% 166% increase increase increase increase Source: Pew Research Center Social media: managing the risks, exploring the potential • Davis & Company 10
  • 11. A quick tour What companies are doing Of top 500 executives: • 60% say social media is not • 75% admit that social on their agenda media will be used covertly Key barriers: Security 75% Why? Senior apathy 57% Fear of unproven technologies 58% Source: Global IT consulting firm Avanade Social media: managing the risks, exploring the potential • Davis & Company 11
  • 12. A quick tour What companies are doing 80% plan to use social networking to recruit talent. 95% 59% 42% Source: Jobvite Social Recruitment Survey, May 2009 Social media: managing the risks, exploring the potential • Davis & Company 12
  • 13. A quick tour Companies and social networking 31% 23% CEO is on Utilize social networking as Facebook a tool to manage and build our brand 23% 21% Utilize social Utilize social networking networking for to engage employees recruiting purposes Source: Deloitte Social media: managing the risks, exploring the potential • Davis & Company 13
  • 14. A quick tour Employees’ views about social media • 74% say it’s easy to damage a company’s reputation on social media • 53% say social networking pages are none of employers’ business • 24% don’t know if their company has a policy • 49% say a policy wouldn’t change how they behave online Source: Deloitte Social media: managing the risks, exploring the potential • Davis & Company 14
  • 15. The bad news: risks Social media: managing the risks, exploring the potential • Davis & Company 15
  • 16. Risks The source of social media’s risks • We are human and imperfect. • Social networking is quick, easy and intimate. • Communications can spread virally and publicly. Social media: managing the risks, exploring the potential • Davis & Company 16
  • 17. Risks Dangers Employment claims Legal risks • Harrassment/bullying • Inadvertent disclosures • Discrimination • HIPAA violations • Defamation/slander • Corporate theft • Invasion of privacy • Identity theft • Minimum • Fraud and misleading wage/overtime statements • Copyright and trademark infringement • Violations of anti-spamming laws Social media: managing the risks, exploring the potential • Davis & Company 17
  • 18. Risks What can (and does) go wrong example PR executive on Twitter: “True confession but I’m in one of those towns where I scratch my head and say ‘I would die if I had to live here!’” example Domino’s employees on YouTube: Posted video showing them doing disgusting things to customers’ food Social media: managing the risks, exploring the potential • Davis & Company 18
  • 19. Risks Gannett Social media: managing the risks, exploring the potential • Davis & Company 19
  • 20. Risks The Star-Ledger Social media: managing the risks, exploring the potential • Davis & Company 20
  • 21. Managing risks with policies and contracts Social media: managing the risks, exploring the potential • Davis & Company 21
  • 22. Managing risks Develop a proactive approach Restrict Acknowledge employees to use Encourage that employees company electronic employees to participate resources only for contribute? and outline business-related expectations? matters? Social media: managing the risks, exploring the potential • Davis & Company 22
  • 23. Managing risks Draft a brief written policy Electronic communication • All electronic resources are the property of the employer. • The employer’s resources are to be used primarily for business purposes (or business purposes only). • Employees have no reasonable expectation of privacy in using company resources. • The employer has the right to monitor employee activity, pursuant to applicable law, to ensure the resources are properly used. • Employees are prohibited from downloading software without company permission. • Employees cannot spoof or hack another user’s system. • Unauthorized, private encryption by an employee is prohibited. Social media: managing the risks, exploring the potential • Davis & Company 23
  • 24. Managing risks Policy addresses social media • The personal use of social networking web sites or systems must not interfere with working time. (IF ACTUALLY ALLOWED.) • Remember that written messages are, or can become, public. Use common sense. • Any messages that might act as the “voice” or position of the company must be approved by the company. • No communication should disclose any confidential or proprietary information of the company without authorization from the company. • No author can use logos, trademarks or other intellectual property of the company without approval of the company. Social media: managing the risks, exploring the potential • Davis & Company 24
  • 25. Managing risks ESPN’s social media policy • Prior to engaging in any form of social networking dealing with sports, you must receive permission from the supervisor as appointed by your department head. • Assume at all times you are representing ESPN. • If you wouldn’t say it on the air or write it in your column, don’t tweet it. • Exercise discretion, thoughtfulness and respect for your colleagues, business associates and our fans. • Be mindful that all posted content is subject to review in accordance with ESPN’s employee policies and editorial guidelines. Any violation of these guidelines could result in a range of consequences, including but not limited to suspension or dismissal. Social media: managing the risks, exploring the potential • Davis & Company 25
  • 26. Managing risks If you fire an employee Your best defense: A separation agreement that ties severance with conduct Social media: managing the risks, exploring the potential • Davis & Company 26
  • 27. Managing risks Separation agreement #1 Non-disclosure: Mr. Smith agrees not to discuss to anyone except his immediate family, accountant(s), and lawyer(s) any information relating to the subject matter or existence of his agreement, including the dollar amount set forth herein, except to the extent required by the legal process. Any disclosure to Mr. Smith’s immediate family, accountant or lawyer shall be made upon their agreement not to disclose these terms to another person. Social media: managing the risks, exploring the potential • Davis & Company 27
  • 28. Managing risks Separation agreement #2 Non-disparagement: Mr. Smith agrees to refrain from making any disparaging remarks now, and at any time in the future, which could be detrimental in any way to The Company or to individual owners, directors, or employees of The Company, as well as The Company’s customers, business partners, sponsors and/or distributors, provided that this shall not restrict Mr. Smith’s ability to respond to any inquiry from applicable regulatory authorities or to provide information pursuant to legal process. Social media: managing the risks, exploring the potential • Davis & Company 28
  • 29. Tapping social media’s potential Social media: managing the risks, exploring the potential • Davis & Company 29
  • 30. Tapping potential Social media’s potential Facilitates communication Allows sharing of ideas Targets a wide audience Improves reputation Social media: managing the risks, exploring the potential • Davis & Company 30
  • 31. Tapping potential Manage your story “ Today, whatever you say will end up on a blog. So you have a choice as a company—either be proactive and take the offensive and say, ‘Here’s what’s going on,’ or you can let someone else write the story for you. ” – Rusty Rueff, former HR exec at Electronic Arts and PepsiCo Social media: managing the risks, exploring the potential • Davis & Company 31
  • 32. Tapping potential 5 ways to leverage social media 1. Collaborate with other functions 2. Use the right tool for the right job 3. Recruit new hires 4. Create a sense of community 5. Engage employees in the business Social media: managing the risks, exploring the potential • Davis & Company 32
  • 33. 5 ways to leverage 1. Collaborate with other functions • Monitor ongoing web activity • Develop a response strategy • Determine roles of senior management, “spokespeople” • Decide on stance: – Fight back – Respond positively – Ignore Social media: managing the risks, exploring the potential • Davis & Company 33
  • 34. 5 ways to leverage 2. Use the right tool… Social media: managing the risks, exploring the potential • Davis & Company 34
  • 35. 5 ways to leverage 3. Recruit new hires…on Twitter Social media: managing the risks, exploring the potential • Davis & Company 35
  • 36. 5 ways to leverage 3. Recruit…Twitter example Social media: managing the risks, exploring the potential • Davis & Company 36
  • 37. 5 ways to leverage 3. Recruit new hires…on Facebook Social media: managing the risks, exploring the potential • Davis & Company 37
  • 38. 5 ways to leverage 3. Recruit…Facebook example Social media: managing the risks, exploring the potential • Davis & Company 38
  • 39. 5 ways to leverage 3. Recruit new hires…on LinkedIn Social media: managing the risks, exploring the potential • Davis & Company 39
  • 40. 5 ways to leverage 3. Recruit…LinkedIn example Social media: managing the risks, exploring the potential • Davis & Company 40
  • 41. 5 ways to leverage 4. Create a sense of community Blue shirt nation Social media: managing the risks, exploring the potential • Davis & Company 41
  • 42. 5 ways to leverage 5. Engage employees in the business • Give employees access to critical information • A wiki (online user-generated encyclopedia) called Pfizerpedia • Contains more than 10,000 articles, videos and other content Social media: managing the risks, exploring the potential • Davis & Company 42
  • 43. 5 ways to leverage 5. Engage employees in the business Watch IBM for how social media can: • Engage employees in culture (2003 ValuesJam) • Share knowledge • Create community • Understand key issues Social media: managing the risks, exploring the potential • Davis & Company 43
  • 44. Q&A/discussion Social media: managing the risks, exploring the potential • Davis & Company 44
  • 45. Contact Alison Davis (201) 445-5100 alison.davis@davisandco.com Visit: www.davisandco.com Find us on: Social media: managing the risks, exploring the potential • Davis & Company 45