The 7 whiteboard sessions every social media strategist needs to have in 2012
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Spredfast 7 whiteboard sessions guide
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The dawn of social business is here, and what that means
for anyone working in social media is that there are more
opportunities – and challenges – to mature social efforts across the business.
The 7 Whiteboard Sessions Every Social
Media Strategist Needs to Have in 2012
The biggest areas for opportunity and resolution across the enterprise
SOCIAL MEDIA
TRAINING
PLAN CONTENT PROACTIVELY
etiquette
BEHAVIOR &
CONTENT ENGAGEMENT
centralized editorial roadmap!
business goals
management
REA
ACTIVITY
campaigns
conversations
tweets
monitor organic conversations
follow dialog about your brand
ema
CH
ils
=#
face
peop
book
le to
twee
ts
uche
post
s
d
T?
EX
d! ADOPTION
N
ns gage
S
tio
COMPANY-WIDE
AT eac m en
WH or r the
Products
p
nit
mo kee
HR
& Services
Sales
to
Customer Care
Marketing
INTEGRATING CHANNELS
link, embed, share social activity
website
documents
events
email
tune into industry trends
track content engagement
DEVELOP POLICY
ethics
judgement
copyrights
responsibility
DATA INTEGRATION
traditional CRM
export bulk info
activity archive
searchable
1
Meeting #1
Gaining Deeper Insight Into the Social Customer
dive into
BEHAVIOR &
CONTENT ENGAGEMENT
monitor organic conversations
follow dialog about your brand
tune into industry trends
track content engagement
RELATIONSHIP HISTORY
2009
customer
IDENTIFYING AND EMBRACING
ADVOCATES & INFLUENCERS
@mentions
retweets
comments
INFLUENCE
2011
2013
2012
2010
brand
klout score
audience size
blog coverage
media coverage
NEXT STEPS:
1. Do you have a plan in place on assessing
what is being said about your brand?
2. Are you tracking the conversation histories
of your network members?
3. Do you have an advocate program in place?
3
Meeting #2
Adopting Social Media Company-Wide
ADOPTION
COMPANY-WIDE
HR
CORPORATE BUY-IN
Customer Care
compare media types
check out competitors
find missed opportunities
ONGOING GUIDANCE
I m a pro!
classes
best practices
communication
NEXT STEPS:
curriculum
webinars
Sales
tech training
Products
& Services
Marketing
ORGANIZING TEAMS
identify participants
define roles
outline goals
SOCIAL MEDIA
TRAINING
1. Is your company ready, culturally, to expand social
media into all parts of the business?
2. Who are the internal teams that should be utilizing
social media?
3. Who is/
are the best people to serve as internal
stakeholders for training and guidance?
etiquette
business goals
management
7
Meeting #3
Operationalizing Social Media with
Internal Workflows and Processes
DEVELOP POLICY
ORGANIZE SOCIAL
PRESENCE BY...
brand
service offering
geography
business goals
teams
accounts
SOCIAL
ethics
SET ROLES &
RESPONSIBILITIES
creating content
judgement
copyrights
responsibility
overseeing process
approving content
administration
viewing only
COORDINATING
ACROSS TEAMS
content X content Y
Triage
CHAMPION
team A
person B
NEXT STEPS:
1. What are the workflows needed to implement and manage
social activity across internal departments?
2. What team is responsible for what type of social content
and engagement?
3. Has your organization done a social audit of all social
accounts being used across channels?
12
Meeting #4
Getting the Most Out of Your Great Content
PLAN CONTENT PROACTIVELY
centralized editorial roadmap!
REPURPOSE
EXISTING CONTENT
dust off that
old whitepaper
CENTRALIZED CONTENT
increases frequency of shares
reduces red tape
improves ease of access
fuels efficiency
ASSESS & ADJUST
AS NEEDED :
BUILD IN SOCIAL TACTICS
TO LARGER CAMPAIGNS
blog post
what s being shared?
who s @mentioning?
activity driving downloads?
product launch
demo on
YouTube
post photos
to Flickr
tweet
time with most traffic?
NEXT STEPS:
1. How can you centralize content?
2. What regular sets of activity can be planned in advance?
3. How can you be tying your content to business goals?
17
Meeting #5
Delivering Better Customer Experiences
MEANINGFUL ENGAGEMENT
questions
ask
answer
INTERACTIVE & CREATIVE
welcome opinions
EXPERIENCES
incentives
consistent, compelling presence
across all social channels
BE DIFFERENT
keep
social
weird
WHAT S NEXT?
monitor reactions
to keep them engaged!
NEXT STEPS:
1. What type of engagement resonates with
rs
e
tom
s
cu
ff
fre
tu
es
your audience?
2. How can your social channels be leveraged
to enable and prompt engagement?
3. Can you utilize F
acebook to move beyond status
updates to incorporate interactive experiences?
21
Integration
Meeting #6
INTEGRATING CHANNELS
link, embed, share social activity
website
documents
events
email
WEB ANALYTICS
traffic from social links
new visits from social media
value of activity & conversions
DATA INTEGRATION
traditional CRM
export bulk info
activity archive
NEXT STEPS:
searchable
1. What communication channels don t currently
have social media integrated?
2. Can you integrate your web analytics with
the management system you are using?
3. Should you be exporting social media activity
to keep a record of interactions?
25
Meeting #7
Showing a Return on Social Media
Return on Social ? ?
VAGUE
$$$
Brand Awareness
+
Analytics
+
Measurement
emails
REACH
ACTIVITY by Team
tweets
campaigns
= # people touched
conversations
tweets
facebook posts
community
INDUSTRY
BENCHMARKS
socialbusinessindex.com
social media outcomes
business objectives
conversations
ENGAGEMENT
retweets
NEXT STEPS:
likes
response time
@mentions
clicks
1. What are your business objectives for the
social media initiative you are planning?
2. What are the metrics that show the impact
on your stated objective?
3. Can you assess where you started and
where you are now?
28