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Tuesday, October 18, 2011
PRSA International Conference
Jaya Bohlmann, Rob Philips,
Michael McManus
Robert Philips
Jaya K.    Michael McManus    Vice President,
Bohlmann   Director, Social   Digital Media
APR        Media              Golin Harris
           Sodexo
   How many organizations represented in this
    room ask their employees to:
    ◦   Follow their social media pages?
    ◦   Share content to their online networks?
    ◦   Blog?
    ◦   Have a formal process/policy?
   Many organizations today struggle with
    empowering and allowing employees to
    engage in social media while also protecting
    against potential risks to corporate
    reputation.

                            False Intimacy
                           Creates Business
                                 Risk
Build
                   Awareness
                                 Share
                                Company
             CSR
                               News/Stori
                                   es



  Crisis                               Brand      Social media rising in
Mitigation
                    Brand            Preference   importance with the
                                                    critical shift from
                                                         one- way
                                                   communication to
                               Brand and          RELATIONSHIPS with
         Drive
                                Market                stakeholders
         Sales
                                Insights
                    Increase
                   Customer
                     Loyalty
   Benefits & pitfalls of employees participating
    in social media on behalf of the organization
   How you can engage your employees and
    empower them around social media through:
    ◦   Dialogue
    ◦   Knowledge sharing and training
    ◦   Shared, collaborative structure and approach
    ◦   Policies
    ◦   Strategic framework with business goals at center
   Best practices gleaned from Sodexo’s social media
    program
Employees and Social Media
Source: NetProspex
          Social 50
 Employees   don’t want to
  participate
 They may not have the time
 They don’t give a s**t…
Strategies and Programs
Social Media Monitoring and Response Process
•   Measure/benchmark share of voice and engagement
•   Understand key drivers of discussion
•   Identify top-tier influencers
•   Unearth specific, short-term opportunities for engagement


         Positioning Employees to Participate and Engage
• Identify and train social media brand ambassadors
• Define processes across operational organizations, as appropriate
• Create culture that rewards employees for participation



                  Drive Social Media Conversations
• Identify owned-channels to create conversation
• Determine the appropriate existing social channel to develop a presence
   Decentralized workforce and corporate structure
   Many people on social media- not coordinated
   Many company brands, products, positioning
    statements, personal experiences externally seen
    by many audiences (huge overlap and brand
    muddiness)
   Cultural support (“collaborative,” “innovative,”
    “experts”)
   Visibility overall increases
   Legal and IT security alarmed!
   Public Relations sighs.
   Social media means we have to give up
    control and channel our professional
    expertise to the areas of education and
    empowerment. We have an opportunity to
    expand the work of PR beyond our teams to
    engage the entire workforce of our
    organizations as brand ambassadors.
•  Specialized expertise
•  Credibility through their role @ your company
•  Some existing visibility & stature in industry
•  A unique or provocative point of view
•  Ability to let personality shine through
•  Will take guidance from communications
  function
• Time to participate
• Willing to monitor
   Not a social media strategy – a PR strategy!
   What is the employees’ role and
    accountability?
   What is PR’s role and accountability?
   What are we trying to accomplish overall,
    together?
   How will we measure it?
   Smaller, core group of social media and
    organizational influencers
    ◦ They already are using social media
    ◦ Are influential within the company; have authority
      based on position, expertise or resource control
    ◦ Are willing and interested to participate and
      contribute consistently
   Broad-based, enterprise-wide group of
    employees
    ◦ Anyone PR thinks should be involved!
   Issues and crisis response
   Leverage subject matter experts for creating
    blogs, responding to blogs
   Provide the training
   Regularly engage them
   Ask them to participate in monitoring
   Call on them often!
                                 BLOG
                              RESPONDERS
   Online writing and engagement (can use local
    university professors, agency support, PR team to
    lead trainings)
    ◦ How to write for social media
    ◦ How to keep audiences engaged (timely response, creative
      content, short and to the point.)
   Media Relations 101 for all employees
    ◦ Media relations in general
   Social media webinars
    ◦ Specific to your organization’s social media properties (how
      you’re using it, why – business purposes, how employees
      can be involved and get information from those)
   Create formal and informal internal groups of
    social media influencers and doers
   PR to initiate and lead
   Present latest trends in general; anything from
    monitoring
   Discuss recent organizational successes (corporate
    blogs, Facebook and other social media platforms)
   Mostly, discuss problems, issues, needs and wants
    of the group and offer group solutions (and
    corporate level ones if necessary)
   To follow your social media pages and/or share the
    content:
    ◦ Feature content that would be of interest to employees
    ◦ Offer giveaways
    ◦ Develop rewards program (i.e., GaggleAmp)


   To encourage employees to generate branded
    content:
    ◦ Ensure the social media strategy is relevant to them
    ◦ Facilitate their participation & trust their judgment
    ◦ Tie it into their goals and objectives
Blogs                Boards/Forums                   Communities                 Twitter
Provide 1-1             Ask group moderator how the    Ambassadors become        Follow and engage with
feedback/ideas via      brand can provide valuable     members of online         influencers
email                   support                        communities/groups
Add to social           Post commentary to an          Proudly display your      Promote content posted
bookmarks               existing thread                membership elsewhere      on the corporate twitter
Share with others via   Start a new Brands-related     Promote events;
email                   thread                         participate in other
                                                       influencers’ activities
Digg or rate            Link to/reference specific     Connect with or
submissions             forum posts in brands online   “befriend” other
                        dialogue, official channels    influential members

Link to/reference       Become guest moderators to     Answer questions asked
their content           shape dialogue                 by other community
                                                       members; pose new ones
Post public comment     Sponsor relevant
with an official POV    boards/forums
Policies and Systems
   Without policies, organizational risk increases…
    ◦ Intel has a great social media policy for their employees that
      you can reference on their website
   Most best practice companies have employee
    policies related to social media use
   To create one in your company, follow a systematic
    approach and be patient with the following steps:
    ◦   Work with HR, IT, Legal, Marketing
    ◦   Inform executives
    ◦   Get an executive champion
    ◦   Take your time
    ◦   Get all the right buy-in for your organization
    ◦   Publicize and educate the new policies
   Ethical conduct and legal reminders
   What constitutes “confidential information” at your
    organization
   Boilers and disclaimers to include in any personally
    owned social media
   Contacts in PR for clarification or situational
    assistance
   Clearly state what’s at stake if policies are
    breached (as HR policies, the same sanctions
    should hold)
   PUBLICIZE AND TRAIN RE THE POLICIES COMPANY
    WIDE
   Guide applies to “endorsements”         Remember federal and local laws
                                              and guidelines in addition to
   Proposed changes:                        company rules (example: FTC
    ◦ Disclosing material connections                 Guidelines)
    ◦ Disclosing typical experiences
    ◦ Marketer liability for false info
   Marketers best served by insisting
    on full disclosure of relationship by
    all participants
   Monitor conversations closely,
    participate to correct
    misinformation
   Social media strategies should have a clear
    business purpose
   When requests come in to start a new social
    media program, evaluate by asking:
    1. Purpose (should be measurable and business-related)
    2. Intended company business benefit
    3. Potential risks to company and how mitigated
    4. Intended audience (demographics, size)
    5. Weekly time required for maintenance and related
       staffing
    6. Budget needs and availability
                                           Educate with each
                                           request
Bring                            Shape,                              Deliver
                        Ideas                           Facilitate                           Message

  Comms Dept                      Business Units                       Ambassadors


  Spot SM Trends                 Set SM Messaging                    Serve As Visible Rep.
                                       Focus                           for Brand in SM
Identify & Prioritize
    Influencers                 Manage Ambassadors                    Deliver Responses
                                                                       within Company
 Unearth Specific                   Prioritize SM                         Guidelines
  Engagement                      Engagement Ops
  Opportunities                                                       Provide Expertise,
                                  Shape Suggested                     Serve as a Source
  Build Influencer                   Responses
   Relationships                                                     Contribute Content
                                Share Best Practices,                to Brand Channels
 Measure Impact                      Successes
Sodexo
Sodexo on Facebook



It may be external,
but think internal!
• Employee comments
• Employee posts
• Network group gages
• Links to employee blogs
• Employee Stories
Dedicated to
employees
• Employee Stories
• Above & Beyond
• Recognition
• Links to social media
• Links to job
opportunities
“Sodexo Foundation Volunteer Day”
“Sodexo’s Trip to the Farmer’s Market”
“Sodexo Team Volunteers in Atlanta
Lessons You Can Use Today
   Enterprise-wide, clearly stated, shared goals and
    strategy (PR-led, collaborative, inclusive)
   Social media policy and guidelines are crucial–internal
    & external
    ◦ Create an oversight process (user friendly, helpful)
    ◦ Publicize widely internally
    ◦ Train thought leaders and other internal influencers

   Admin management redundancy critical
   Measure results; recognize successes
   Ethical conduct and transparency are musts
   Constantly benchmark and improve
   Share what you learn!
   Mashable.com
   Intel (for policy) -
    http://www.intel.com/content/www/us/en/le
    gal/intel-social-media-guidelines.html
   Linkedin/in/jayabohlmann
   www.fcc.gov
   www.ftc.gov
Jaya.bohlmann@verizon.net
Michael.mcmanus@sodexo.com
Rphilips@golinharris.com

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Engaging Employees As Brand Ambassadors Via Social Media October 2011

  • 1. Tuesday, October 18, 2011 PRSA International Conference
  • 2. Jaya Bohlmann, Rob Philips, Michael McManus
  • 3. Robert Philips Jaya K. Michael McManus Vice President, Bohlmann Director, Social Digital Media APR Media Golin Harris Sodexo
  • 4. How many organizations represented in this room ask their employees to: ◦ Follow their social media pages? ◦ Share content to their online networks? ◦ Blog? ◦ Have a formal process/policy?
  • 5. Many organizations today struggle with empowering and allowing employees to engage in social media while also protecting against potential risks to corporate reputation. False Intimacy Creates Business Risk
  • 6. Build Awareness Share Company CSR News/Stori es Crisis Brand Social media rising in Mitigation Brand Preference importance with the critical shift from one- way communication to Brand and RELATIONSHIPS with Drive Market stakeholders Sales Insights Increase Customer Loyalty
  • 7. Benefits & pitfalls of employees participating in social media on behalf of the organization  How you can engage your employees and empower them around social media through: ◦ Dialogue ◦ Knowledge sharing and training ◦ Shared, collaborative structure and approach ◦ Policies ◦ Strategic framework with business goals at center  Best practices gleaned from Sodexo’s social media program
  • 9. Source: NetProspex Social 50
  • 10.
  • 11.
  • 12.  Employees don’t want to participate  They may not have the time  They don’t give a s**t…
  • 14. Social Media Monitoring and Response Process • Measure/benchmark share of voice and engagement • Understand key drivers of discussion • Identify top-tier influencers • Unearth specific, short-term opportunities for engagement Positioning Employees to Participate and Engage • Identify and train social media brand ambassadors • Define processes across operational organizations, as appropriate • Create culture that rewards employees for participation Drive Social Media Conversations • Identify owned-channels to create conversation • Determine the appropriate existing social channel to develop a presence
  • 15. Decentralized workforce and corporate structure  Many people on social media- not coordinated  Many company brands, products, positioning statements, personal experiences externally seen by many audiences (huge overlap and brand muddiness)  Cultural support (“collaborative,” “innovative,” “experts”)  Visibility overall increases  Legal and IT security alarmed!  Public Relations sighs.
  • 16. Social media means we have to give up control and channel our professional expertise to the areas of education and empowerment. We have an opportunity to expand the work of PR beyond our teams to engage the entire workforce of our organizations as brand ambassadors.
  • 17. • Specialized expertise • Credibility through their role @ your company • Some existing visibility & stature in industry • A unique or provocative point of view • Ability to let personality shine through • Will take guidance from communications function • Time to participate • Willing to monitor
  • 18. Not a social media strategy – a PR strategy!  What is the employees’ role and accountability?  What is PR’s role and accountability?  What are we trying to accomplish overall, together?  How will we measure it?
  • 19. Smaller, core group of social media and organizational influencers ◦ They already are using social media ◦ Are influential within the company; have authority based on position, expertise or resource control ◦ Are willing and interested to participate and contribute consistently  Broad-based, enterprise-wide group of employees ◦ Anyone PR thinks should be involved!
  • 20. Issues and crisis response  Leverage subject matter experts for creating blogs, responding to blogs  Provide the training  Regularly engage them  Ask them to participate in monitoring  Call on them often! BLOG RESPONDERS
  • 21. Online writing and engagement (can use local university professors, agency support, PR team to lead trainings) ◦ How to write for social media ◦ How to keep audiences engaged (timely response, creative content, short and to the point.)  Media Relations 101 for all employees ◦ Media relations in general  Social media webinars ◦ Specific to your organization’s social media properties (how you’re using it, why – business purposes, how employees can be involved and get information from those)
  • 22. Create formal and informal internal groups of social media influencers and doers  PR to initiate and lead  Present latest trends in general; anything from monitoring  Discuss recent organizational successes (corporate blogs, Facebook and other social media platforms)  Mostly, discuss problems, issues, needs and wants of the group and offer group solutions (and corporate level ones if necessary)
  • 23. To follow your social media pages and/or share the content: ◦ Feature content that would be of interest to employees ◦ Offer giveaways ◦ Develop rewards program (i.e., GaggleAmp)  To encourage employees to generate branded content: ◦ Ensure the social media strategy is relevant to them ◦ Facilitate their participation & trust their judgment ◦ Tie it into their goals and objectives
  • 24. Blogs Boards/Forums Communities Twitter Provide 1-1 Ask group moderator how the Ambassadors become Follow and engage with feedback/ideas via brand can provide valuable members of online influencers email support communities/groups Add to social Post commentary to an Proudly display your Promote content posted bookmarks existing thread membership elsewhere on the corporate twitter Share with others via Start a new Brands-related Promote events; email thread participate in other influencers’ activities Digg or rate Link to/reference specific Connect with or submissions forum posts in brands online “befriend” other dialogue, official channels influential members Link to/reference Become guest moderators to Answer questions asked their content shape dialogue by other community members; pose new ones Post public comment Sponsor relevant with an official POV boards/forums
  • 26. Without policies, organizational risk increases… ◦ Intel has a great social media policy for their employees that you can reference on their website  Most best practice companies have employee policies related to social media use  To create one in your company, follow a systematic approach and be patient with the following steps: ◦ Work with HR, IT, Legal, Marketing ◦ Inform executives ◦ Get an executive champion ◦ Take your time ◦ Get all the right buy-in for your organization ◦ Publicize and educate the new policies
  • 27. Ethical conduct and legal reminders  What constitutes “confidential information” at your organization  Boilers and disclaimers to include in any personally owned social media  Contacts in PR for clarification or situational assistance  Clearly state what’s at stake if policies are breached (as HR policies, the same sanctions should hold)  PUBLICIZE AND TRAIN RE THE POLICIES COMPANY WIDE
  • 28. Guide applies to “endorsements” Remember federal and local laws and guidelines in addition to  Proposed changes: company rules (example: FTC ◦ Disclosing material connections Guidelines) ◦ Disclosing typical experiences ◦ Marketer liability for false info  Marketers best served by insisting on full disclosure of relationship by all participants  Monitor conversations closely, participate to correct misinformation
  • 29. Social media strategies should have a clear business purpose  When requests come in to start a new social media program, evaluate by asking: 1. Purpose (should be measurable and business-related) 2. Intended company business benefit 3. Potential risks to company and how mitigated 4. Intended audience (demographics, size) 5. Weekly time required for maintenance and related staffing 6. Budget needs and availability Educate with each request
  • 30. Bring Shape, Deliver Ideas Facilitate Message Comms Dept Business Units Ambassadors Spot SM Trends Set SM Messaging Serve As Visible Rep. Focus for Brand in SM Identify & Prioritize Influencers Manage Ambassadors Deliver Responses within Company Unearth Specific Prioritize SM Guidelines Engagement Engagement Ops Opportunities Provide Expertise, Shape Suggested Serve as a Source Build Influencer Responses Relationships Contribute Content Share Best Practices, to Brand Channels Measure Impact Successes
  • 32. Sodexo on Facebook It may be external, but think internal! • Employee comments • Employee posts • Network group gages • Links to employee blogs • Employee Stories
  • 33. Dedicated to employees • Employee Stories • Above & Beyond • Recognition • Links to social media • Links to job opportunities
  • 34. “Sodexo Foundation Volunteer Day” “Sodexo’s Trip to the Farmer’s Market” “Sodexo Team Volunteers in Atlanta
  • 35. Lessons You Can Use Today
  • 36. Enterprise-wide, clearly stated, shared goals and strategy (PR-led, collaborative, inclusive)  Social media policy and guidelines are crucial–internal & external ◦ Create an oversight process (user friendly, helpful) ◦ Publicize widely internally ◦ Train thought leaders and other internal influencers  Admin management redundancy critical  Measure results; recognize successes  Ethical conduct and transparency are musts  Constantly benchmark and improve  Share what you learn!
  • 37. Mashable.com  Intel (for policy) - http://www.intel.com/content/www/us/en/le gal/intel-social-media-guidelines.html  Linkedin/in/jayabohlmann  www.fcc.gov  www.ftc.gov