Don’t have a social media policy? So essentially, anyone in the organization can say and do whatever they want? It’s time for some guidelines! While social media is about free and open conversations online, your organization still needs to have some thoughts to paper on how to manage the online sphere. How do you distinguish between personal and professional personas online? What things are appropriate and what isn’t? What about privacy concerns? Join this session to learn more about what your organization can do to make social media work for you. Attendees Will Walk Away With: • Knowledge of the types of social media issues requiring policies • Templates on writing your own social media policy for your organization • Tips on implementing the policies effectively Kirstin Beardsley Kirstin joined CanadaHelps in 2006. Prior to joining the team at CanadaHelps, Kirstin worked in other projects and programs in the non-profit/voluntary sector including Vartana, Developing Human Resources in the Voluntary Sector-HRVS (precursor to the HR Council) and Community Foundations of Canada. She has volunteered for a number of non-profit organizations including women’s shelters, a small credit union and a crisis line.

1. Setting the Boundaries: Developing
Social Media Policies for Your
Organization

2. What are we so afraid of?
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3. “Engaging in social media
requires a shift in the way
companies view themselves and
their relationships with
[stakeholders].”
• Social Fish & Croydon Consulting Social Media, Risk and Policies
for Associations
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4. 4

5. Everyone has a megaphone
• Everyone has access to the tools to communicate about your organization with a
wide audience
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6. Getting Started
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7. Your starting point shouldn’t be CONTROL
• When drafting a social media policy, don’t start with a desire to suppress
communications
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8. Start with a desire to use the tools effectively
• Your starting point should be to maximize the potential of social media for your
organization.
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9. Do you need a social media policy?
• There is some debate about whether social media policies are necessary
– Ex. Zappos. Be real and use your best judgment.
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10. Benefits of a social media policy
• Setting expectations
• Educating staff and volunteers
• Protecting your brand
• Avoiding legal liability
• Clarifying the reasons you use social media
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11. 4 Essential Steps – Before you draft your policy
• Review existing policies to include social media
– Ex. Employee code of conduct, communications
policy, online privacy and security, photo posting
policy
• Develop a strategy for your social media use
– Consider in advance why you’re using social media
• Clarify roles and responsibilities
– Who is responsible for leading communications on
which media?
• Understand the risks
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12. Identifying the risks
• Your organization is responsible for the content that you post
• Legal liabilities associated with inappropriate posts
• Your organization’s brand reputation
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13. Drafting Your Policy
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14. It’s About Balance
Focus on:
• GUIDELINES that help you be more effective at using social media
• RULES and REGULATIONS to set parameters around use
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15. Elements of a Successful Social Media Policy
• Clarity
– Avoid legalese
– Use bullet points
• Light, Casual Tone
– Avoid punitive language
– Focus on the DOs, not the DON’Ts
• Practical
– Keep it short and easy to implement
– Should be intuitive to follow (i.e. people shouldn’t have to find the policy before posting, or
they won’t use it)
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16. Anatomy of a Social Media Policy
• Preamble: What the policy covers
• Section 1: How your organization uses social media
• Section 2: Link social media to your values and culture
• Section 3: Elements of the policy
• Section 4: Consequences & discipline
• Who to contact with questions and concerns
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17. Preamble
• Explain:
– Who the policy applies to
– What types of sites and/or social media tools are covered
– When and how updates will be communicated
These are the official guidelines for social media use
on behalf of Social Fish. If you’re a Social Fish
employee, intern or contractor creating or
contributing to any kind of social media… these
guidelines are for you.
- Social Fish social media guidelines
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18. Section 1: How your organization uses social media
• Clearly outline the reasons that your organization engages in social media tools
– Marketing and publicity
– Fundraising, donor engagement and retention
– Connecting with others around your cause
– Building relationship and online community
– Collaboration and collective action
– Sharing expertise on our issues
– Movement building and social change
• Helps employees decide what information to post and which tools to use
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19. Example
As a company, we encourage communication
among our employees, customers, partners and
others – and [social media tools] can be great ways
to stimulate conversation and discussion.
- Oracle Social Media Participation Policy
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20. Section 2: Link social media to your values and culture
• Give people a framework to guide their use of social media tools
• Frame social media use in terms of your organization’s existing culture
The vision of the Coca-Cola Company to achieve
sustainable growth online and offline is guided by
certain shared values that we live by as an
organization and as individuals:
Leadership, Collaboration, Integrity,
Accountability, Passion, Diversity, Quality
- The Coca-Cola Company Online Social Media Principles
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21. Example
• Alternately, develop a set of social media “guiding principles”
If you participate in social media, please follow
these guiding principles:
- Stick to your area of expertise
- Post meaningful, respectful comments
- Always pause before posting
- Respect proprietary information and content
- When disagreeing with others’ opinions, keep it
appropriate and polite
- Know and follow the Intel Code of Conduct and the Intel
Privacy Policy
- Intel Social Media Guidelines
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22. Section 3: The Elements of Your Policy
• These sections are the “meat” of your policy
• Each section provides you with some areas to consider
• Adapt to the specific needs and culture of your organization
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23. Responsibility
• Include a statement that clearly indicates people are responsible for what they
themselves post
• Make this the first section of your social media policy – it lays the foundation for
every section to come
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24. Example
You are responsible for your actions. Anything you
post that can potentially tarnish the company’s
image will ultimately be your responsibility. We do
encourage you to participate in the online social
media space, but urge you to do so properly,
exercising sound judgment and common sense.
- Coca-Cola’s Online Social Media Principles
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25. The “Anonymous”
Supporter
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26. Transparency
• Social media communities are about personal connection and trust
• It’s not acceptable to pretend to be someone other than who you truly are online
• Every communication can be traced back to the original source
• Include a statement in your policy that representatives should make it clear that they
work or volunteer with your organization
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27. Identification on Social Media Tools
• How should employees, volunteers, consultants identify themselves on social media
tools
CanadaHelps
Kirstin Beardsley – with a mention
about where I work
Kirstin@CanadaHelps
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28. Examples
Don’t be a mole. Never pretend to be someone else
and post about DePaul. Tracking tools enable
supposedly anonymous posts to be tracked back to
their authors. There have been several high-profile
and embarrassing cases of company executives
anonymously posting about their own
organizations.
- DePaul University Social Media Guidelines
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29. Examples
Transparency of Origin. Dell requires that
employees and other company representatives
disclose their employment with Dell (e.g.
Richard@Dell) in all communications with
customers, the media or other Dell stakeholders
when speaking on behalf of Dell.
- Dell’s Online Policies
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30. The Not-So-Savvy
Marketer
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31. Copyright
• It’s very easy to copy information on the Internet and social media sites
• Proper attribution and linking back to sources is essential
• Check copyrights before posting
• Your policy should explicitly direct people to respect copyrights, trademarks and
other proprietary marks
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32. Example
Respect copyrights. You must recognize and respect
others’ intellectual property rights, including
copyrights. While certain limited use of third-party
materials (ex. quotes that you will comment on)
may not always require approval from the copyright
owner, it is still advisable to get the owner’s
permission whenever you use third-party material.
Never use more than a short excerpt from someone
else’s work, and make sure to credit and, if possible,
link to the original source.
- Oracle Social Media Participation Policy
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33. The Eager Newbie
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34. Disclosing Proprietary Information
• It’s easy to share more than you should on social media sites
• Nothing shared on a social media website is private
• Your policy should explicitly state that no private, confidential or proprietary
information can be shared
• Direct people to check with management if they’re unsure
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35. Sharing Personal Information
• Check before including names or contact details on social media sites
• Update privacy releases to include social media sites
• Include a reference to your privacy policy and a reminder that it applies to social
media
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36. Examples
Protection of Confidential and Proprietary
Information. Dell employees and other company
representatives must maintain the confidentiality of
information considered Dell company confidential,
including company data, customer data, partner
and/or supplier data, personal employee data, and
any information not generally available to the
public.
- Dell’s Online Policies
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37. Examples
Don’t Tell Secrets. It’s perfectly acceptable to talk
about your work and have a dialogue with the
community, but it’s not okay to publish confidential
information. Confidential information includes
things such as unpublished details about software,
details of current projects, future product ship
dates, financial information, research and trade
secrets.
- Sample Nonprofit social media policy @
www.nonprofitmarketingguide.com
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38. The Passionate
Defender
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39. Be Respectful
• Writing things you would never say to a person directly is easy on social media sites
• Your policy should clearly state your expectations around respect:
– Don’t get into fights
– Disagree in a calm, logical manner
– Correct factual errors in a polite way
– Don’t respond to angry, disrespectful people
– Don’t escalate a disagreement
• Point to other policies that need to be followed, including codes of conduct, anti-
harassment and discrimination policies
• Indicate a point-person for dealing with negative posts & conflict
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40. Exercise good judgement
• You want to ensure that your social networking sites are trusted and respected by
those who visit them
• Include a statement about using good judgment when posting
• People should remember to:
– Ensure the accuracy of the information that is posted
– Double-check statistics and facts
– Think about “friends” and “followers”
• If you’re unsure, don’t post
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41. Examples
Avoid personal attacks, online fights, and hostile
personalities.
Build a reputation of trust among your peers,
clients, media and the public.
- Edelman Online Behavior Policies and Procedures
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42. Examples
Be Respectful.
Anything you post in your role as a Vanderbilt
employee reflects on the institution. Be
professional and respectful at all times on social
media sites. Do not engage in arguments or
extensive debates with naysayers on your site.
- Vanderbilt University Social Media Handbook
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43. The Social
Media
Addict
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44. Productivity
• Include a brief statement about the need to ensure that all of your employee’s work
is getting done
• Don’t belabour this point
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45. Examples
Don’t forget your day job. You should make sure
that your online activities do not interfere with your
job and commitments to customers.
- IBM Social Computing Guidelines
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46. Adding value
• People should be making a contribution to online communities and bringing value
• Include guidelines around value, such as:
– Write about what you know
– Don’t spam
– Post when you have something meaningful to contribute
• Include a statement around not offering advice
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47. The Activist
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48. Personal Use of Social Media
• Remind employees that their personal posts could impact your organization’s
reputation
• Indicate how open you are to employees discussing your organization on personal
sites
• Draft & distribute a disclaimer
• Limit and/or restrict the use of your logo on personal social media sites
– It could read as an endorsement
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49. Examples
A common practice among individuals who write
about the industry in which they work is to include
a disclaimer on their site, usually on their “About
Me” page… We suggest you include a sentence
similar to: “The views expressed on this [blog, Web
site] are mine alone and do not necessarily reflect
the views of DePaul University.
- DePaul University Personal Site Guidelines
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50. Handling Mistakes
• Mistakes will happen
• Include specific guidelines about how you want people to handle their mistakes, such
as:
– Apologizing to the social media network
– Notifying their supervisor
– Fixing mistakes quickly
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51. Terms of Use
• Create a separate policy or Terms of Use document for social media sites that you run
and/or moderate
• Include:
– Statement of purpose for the community
– Community rules around respect
– Moderation and deletion of comments
– Privacy statement
– How you will use the posts (i.e. marketing
material, fundraising etc…)
– Prohibited posts:
• Photos/videos
• Advice
• Defamatory comments
• Self-promotion
• Spam
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52. Section 4: Consequences and Discipline
• Include details about how your organization intends to handle violations of your
social media policy
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53. Tips & Reminders
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54. Involve social media users
• Invite the people in your organization who use social media to comment on and
contribute to your policy
• They are the experts on how social media communities work – use their expertise
• This will create buy-in from the beginning
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55. Teach the policy
• Don’t expect the document alone to work
• Questions, feedback and input will keep the policy fresh and responsive
• Hold regular training sessions, especially with new staff
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56. Leave room for personality
• Don’t create so many rules that people’s personalities can’t shine through
• Social networks are about personal connections – don’t undermine that
• Let people be themselves
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57. Don’t reinvent the wheel
• Review other policies and borrow liberally
• Check out what other companies and nonprofits include in their social media policies
and adapt them to the needs of your organization
• Many policies are public & posted online
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58. Review the Policy Regularly
• Things change quickly online!
• Make sure that your policy responds both to the changing social media landscape and
your own organization’s changing use of social media
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59. Questions
THANK YOU!
kirstin@canadahelps.org
@CanadaHelps
www.mycharityconnects.org
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