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USG & TCSG 
Social Media Policy 
Overview 
Deborah Gonzalez, Esq. Law2sm 
May 13, 2014
+ 
Disclaimer 
Information provided in this session is for 
general educational purposes and 
should not be construed as legal advice. 
It is recommended that you seek legal 
counsel licensed in your jurisdiction for 
handling of specific legal matters.
+ 
Session Overview 
• Introductions 
• Putting it in 
context 
• Basic Facts 
• NLRB 
• Lessons 
Learned 
• More… 
Why does it matter? 
Social Media 
Policies 
Q&A
+ 
Context 
http://www.youtube.com/watch?v=sIFYPQjYhv8
+ 
Context 
http://www.youtube.com/watch?v=fT-eXw7Xsjo
+ 
Context 
http://www.youtube.com/watch?v=hs3CVry2EQ8
+ 
Social Media: Higher Ed Version 
Two students in a course who are dating break up. The 
professor has set up a Facebook page for students to 
comment on the course. One of the students involved in 
the breakup posts a defamatory comment about the other. 
Can the professor take the comment down? 
(Based on a University of Chicago case) 
An admissions counselor tweets about a student-athlete’s 
glasses being thicker than the previous pair and questions 
why.
+ 
Social Media: Higher Ed Version 
An adjunct professor requires social media in his course for 
grading. A visually impaired student complains she cannot 
access the information and it is affecting her grade. 
(Based on California State University’s Accessible Technology Initiative 
Report, released June, 2011)
+ 
Social Media: Higher Ed Version 
A faculty member, who is advisor to a student club, has a 
practice of cutting out relevant articles and putting them in a 
folder for students to review. The student club creates a 
Facebook Fan Page. The faculty member searches online and 
posts links to some articles on the fan page. Some she cannot 
find, so she scans them and posts the .pdf files on the page 
without citing sources. 
A faculty member opens a twitter account and uses his 
university’s logo as the profile image
+ 
Social Media: Higher Ed Version 
A faculty member posts on Facebook that he completed the initial 
phrase of a research project that proves XYZ theory. 
A faculty member serving on a search committee is Facebook friends 
with one of the candidates. 
A college student commits suicide because he is bullied online.
+ 
Social Media Legal Concerns 
Marketing 
Privacy 
Publicity 
Promotions 
Free Speech 
Employment/HR 
Recruitment 
NLRB 
Ownership of Accounts 
Mobile/BYOD 
Regulatory 
Compliance 
Finance, Insurance, 
Medical, Pharma, Legal, 
etc. 
Professional Association 
white papers, guidelines, 
rules 
Disclosure, 
documentation, etc.
+ 
Social Media Policy: What? 
A policy is basically a statement of intent by an 
institution as to how certain issues are to be 
addressed by the institution and those affiliated to it – 
faculty, staff, students, third-party vendors, etc. 
Policies list the express rules that will govern certain 
decisions the institution makes and how violations of 
these rules will then affect employees and those 
subject to the policies.
+ 
Social Media Policy: What? 
A social media policy outlines how employees (and 
faculty, students, etc.) should use social media 
whether on behalf of the Institution or even on 
personal accounts. 
The National Labor Relations Board (NLRB) has a lot 
to say about whether certain clauses in these policies 
are valid or violate the National Labor Relations Act.
+ 
Social Media Policy: Why? 
To comply with regulatory guidance (i.e. FERPA) 
To be legal 
To avoid misuse by affiliates 
To protect the institution’s affiliates 
To protect the institution’s reputation 
To protect the institution’s assets 
To minimize risk and litigation
+ 
Social Media FFIEC Definition 
The FFIEC considers social media a 
form of interactive online communication 
in which users can generate and share 
content through text, images, audio, 
and/or video.
+ 
Social Media FFIEC Definition 
Social media can take many forms, including, 
but not limited to, micro-blogging sites (e.g., 
Facebook, Google Plus, MySpace, and 
Twitter); forums, blogs, customer review Web 
sites and bulletin boards (e.g., Yelp); photo 
and video sites (e.g., Flickr and YouTube); 
sites that enable professional networking (e.g., 
LinkedIn); virtual worlds (e.g., Second Life); 
and social games (e.g., FarmVille and 
CityVille).
+ 
Social Media FFIEC Definition 
Social media can be distinguished from 
other online media in that the 
communication tends to be more 
interactive.
+ 
Social Media Policy: Facts 
Social Media is here to stay. 
Social Media is public, permanent, and 
powerful. 
The line between professional and personal 
is blurring. 
Employees are using social media every day, 
sometimes multiple times a day on multiple 
devices.
+ 
Social Media Policy: Facts 
Faculty, students, and staff have rights in 
regards to social media use. 
 Institutions of higher education have rights 
and responsibilities to protect their data and 
reputation. 
Social Media policies can benefit the staff, 
students, faculty and the institution.
+ 
Social Media Policy: Facts 
Social Media policies are part of an over-all 
strategy that includes ongoing communication 
and training. 
Social Media policies relate to other policies 
such as email, communication, privacy, 
confidentiality, technology use, ethical code of 
conduct, etc. 
Social Media policies must match the culture 
and operating characteristics of the institution.
+ 
Risk Management 
Have a clear and comprehensive social 
media plan, policy, & protocol
+ 
Social Media Policy: The 5 C’s 
Control 
Connections 
Content 
Confidentiality 
Coherence 
Bloomberg BNA, www.kelleydrye.com
+ 
Social Media Policy: Components 
 Identify benefits of social media 
 Address the risks of social media 
 Designate contact person(s) for people to consult with in 
regards to this policy (name, title, contact info including 
telephone, email and/or other communications contact) 
 Describe the institution’s expectations, the fact that individuals 
are going to be responsible for their online activities 
 Acknowledge that there are risks referring to the college’s 
name in social media (opinions of individual vs opinions of 
institution)
+ 
Social Media Policy: Components 
 Refer to institution’s computer usage policy (and other 
related policies) 
 Requirement of protection of student and employee 
privacy – FERPA, HIPAA, etc. 
 Address rules on advertising and disclosure. 
 Outline the potential for conflict of interest/risks
+ 
Social Media Policy: Components 
 Institution reserves the right to take disciplinary 
action against who violates – and must outline what 
those actions may be 
 Does the policy state that the institution reserves the 
right to monitor use of social media by the individual 
while the individual is using company equipment? 
 Social Media account ownership issues, BYOD?
+ 
Social Media Policy: Lessons 
Learned 
 Do not be overbroad with your prohibitions: 
employees have the right to discuss about their 
terms and conditions of employment, including: to 
discuss their supervisor’s performance, to complain 
about their supervisor, to criticize their supervisor 
and to protest their supervisor’s actions. 
 Employees have the right to discuss these things 
with co-workers AND third-parties.
+ 
Social Media Policy: Lessons 
Learned 
 Give examples of confidential information, trade 
secrets, etc. 
 Give examples of what behavior is considered 
violations of the policy. 
 Employers can put limits on postings that appear or 
would appear to be on behalf of the employer.
+ 
Social Media Policy: Lessons 
Learned 
 Do not rely on catch-all legalese clauses. 
 Do not use overbroad or vague terms such as: 
defamation, disparagement, or inappropriate. 
 Do not require employees to report violations of the 
policy.
+ 
Social Media Policy: Lessons 
Learned 
 Do not warn employees to avoid controversial topics 
– may be interpreted as encouraging employees to 
keep grievance internal. 
 Have the employee sign the policy. 
 Make sure the policy is accessible. 
 Train employees on the policy. 
 Review the policy whenever anything major 
happens.
+ 
Thoughts 
Social Media is continuously evolving. 
Students & faculty are creative, innovative, & 
sometimes unpredictable. 
Social media is public, permanent, and 
powerful.
+ 
Thank you! Questions? 
31 
Deborah Gonzalez, Esq. 
Law2sm, LLC 
www.law2sm.com 
678-404-6516 
deborah@law2sm.com 
Twitter: @law2sm 
Facebook: Law2sm 
LinkedIn: Deborah Gonzalez

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Social Media Policy Essentials for Higher Ed

  • 1. + USG & TCSG Social Media Policy Overview Deborah Gonzalez, Esq. Law2sm May 13, 2014
  • 2. + Disclaimer Information provided in this session is for general educational purposes and should not be construed as legal advice. It is recommended that you seek legal counsel licensed in your jurisdiction for handling of specific legal matters.
  • 3. + Session Overview • Introductions • Putting it in context • Basic Facts • NLRB • Lessons Learned • More… Why does it matter? Social Media Policies Q&A
  • 7. + Social Media: Higher Ed Version Two students in a course who are dating break up. The professor has set up a Facebook page for students to comment on the course. One of the students involved in the breakup posts a defamatory comment about the other. Can the professor take the comment down? (Based on a University of Chicago case) An admissions counselor tweets about a student-athlete’s glasses being thicker than the previous pair and questions why.
  • 8. + Social Media: Higher Ed Version An adjunct professor requires social media in his course for grading. A visually impaired student complains she cannot access the information and it is affecting her grade. (Based on California State University’s Accessible Technology Initiative Report, released June, 2011)
  • 9. + Social Media: Higher Ed Version A faculty member, who is advisor to a student club, has a practice of cutting out relevant articles and putting them in a folder for students to review. The student club creates a Facebook Fan Page. The faculty member searches online and posts links to some articles on the fan page. Some she cannot find, so she scans them and posts the .pdf files on the page without citing sources. A faculty member opens a twitter account and uses his university’s logo as the profile image
  • 10. + Social Media: Higher Ed Version A faculty member posts on Facebook that he completed the initial phrase of a research project that proves XYZ theory. A faculty member serving on a search committee is Facebook friends with one of the candidates. A college student commits suicide because he is bullied online.
  • 11. + Social Media Legal Concerns Marketing Privacy Publicity Promotions Free Speech Employment/HR Recruitment NLRB Ownership of Accounts Mobile/BYOD Regulatory Compliance Finance, Insurance, Medical, Pharma, Legal, etc. Professional Association white papers, guidelines, rules Disclosure, documentation, etc.
  • 12. + Social Media Policy: What? A policy is basically a statement of intent by an institution as to how certain issues are to be addressed by the institution and those affiliated to it – faculty, staff, students, third-party vendors, etc. Policies list the express rules that will govern certain decisions the institution makes and how violations of these rules will then affect employees and those subject to the policies.
  • 13. + Social Media Policy: What? A social media policy outlines how employees (and faculty, students, etc.) should use social media whether on behalf of the Institution or even on personal accounts. The National Labor Relations Board (NLRB) has a lot to say about whether certain clauses in these policies are valid or violate the National Labor Relations Act.
  • 14. + Social Media Policy: Why? To comply with regulatory guidance (i.e. FERPA) To be legal To avoid misuse by affiliates To protect the institution’s affiliates To protect the institution’s reputation To protect the institution’s assets To minimize risk and litigation
  • 15. + Social Media FFIEC Definition The FFIEC considers social media a form of interactive online communication in which users can generate and share content through text, images, audio, and/or video.
  • 16. + Social Media FFIEC Definition Social media can take many forms, including, but not limited to, micro-blogging sites (e.g., Facebook, Google Plus, MySpace, and Twitter); forums, blogs, customer review Web sites and bulletin boards (e.g., Yelp); photo and video sites (e.g., Flickr and YouTube); sites that enable professional networking (e.g., LinkedIn); virtual worlds (e.g., Second Life); and social games (e.g., FarmVille and CityVille).
  • 17. + Social Media FFIEC Definition Social media can be distinguished from other online media in that the communication tends to be more interactive.
  • 18. + Social Media Policy: Facts Social Media is here to stay. Social Media is public, permanent, and powerful. The line between professional and personal is blurring. Employees are using social media every day, sometimes multiple times a day on multiple devices.
  • 19. + Social Media Policy: Facts Faculty, students, and staff have rights in regards to social media use.  Institutions of higher education have rights and responsibilities to protect their data and reputation. Social Media policies can benefit the staff, students, faculty and the institution.
  • 20. + Social Media Policy: Facts Social Media policies are part of an over-all strategy that includes ongoing communication and training. Social Media policies relate to other policies such as email, communication, privacy, confidentiality, technology use, ethical code of conduct, etc. Social Media policies must match the culture and operating characteristics of the institution.
  • 21. + Risk Management Have a clear and comprehensive social media plan, policy, & protocol
  • 22. + Social Media Policy: The 5 C’s Control Connections Content Confidentiality Coherence Bloomberg BNA, www.kelleydrye.com
  • 23. + Social Media Policy: Components  Identify benefits of social media  Address the risks of social media  Designate contact person(s) for people to consult with in regards to this policy (name, title, contact info including telephone, email and/or other communications contact)  Describe the institution’s expectations, the fact that individuals are going to be responsible for their online activities  Acknowledge that there are risks referring to the college’s name in social media (opinions of individual vs opinions of institution)
  • 24. + Social Media Policy: Components  Refer to institution’s computer usage policy (and other related policies)  Requirement of protection of student and employee privacy – FERPA, HIPAA, etc.  Address rules on advertising and disclosure.  Outline the potential for conflict of interest/risks
  • 25. + Social Media Policy: Components  Institution reserves the right to take disciplinary action against who violates – and must outline what those actions may be  Does the policy state that the institution reserves the right to monitor use of social media by the individual while the individual is using company equipment?  Social Media account ownership issues, BYOD?
  • 26. + Social Media Policy: Lessons Learned  Do not be overbroad with your prohibitions: employees have the right to discuss about their terms and conditions of employment, including: to discuss their supervisor’s performance, to complain about their supervisor, to criticize their supervisor and to protest their supervisor’s actions.  Employees have the right to discuss these things with co-workers AND third-parties.
  • 27. + Social Media Policy: Lessons Learned  Give examples of confidential information, trade secrets, etc.  Give examples of what behavior is considered violations of the policy.  Employers can put limits on postings that appear or would appear to be on behalf of the employer.
  • 28. + Social Media Policy: Lessons Learned  Do not rely on catch-all legalese clauses.  Do not use overbroad or vague terms such as: defamation, disparagement, or inappropriate.  Do not require employees to report violations of the policy.
  • 29. + Social Media Policy: Lessons Learned  Do not warn employees to avoid controversial topics – may be interpreted as encouraging employees to keep grievance internal.  Have the employee sign the policy.  Make sure the policy is accessible.  Train employees on the policy.  Review the policy whenever anything major happens.
  • 30. + Thoughts Social Media is continuously evolving. Students & faculty are creative, innovative, & sometimes unpredictable. Social media is public, permanent, and powerful.
  • 31. + Thank you! Questions? 31 Deborah Gonzalez, Esq. Law2sm, LLC www.law2sm.com 678-404-6516 deborah@law2sm.com Twitter: @law2sm Facebook: Law2sm LinkedIn: Deborah Gonzalez