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Strategic Approaches:
Project Management & Social Media
APRIL 17, 2013
Project Management & Social Media
Kathleen M. Jenkins, Sanger & Eby
Two Approaches
• Project Managing Social Media
• Social Media for Project Management
APRIL 17, 2013 2
Important, But Not Urgent
• The big picture is important, but unless you have a plan for
implementation, it stays just that: a picture.
• We’re all busy: it’s easy to de-prioritize things that are important
but not urgent in favor of things that are urgent.
APRIL 17, 2013 3
The Downside of Urgent
• When we focus on the urgent and deprioritize the important,
we’re forced into being purely tactical
• The important things, the strategic things, don’t get done
• Business growth stagnates
• Lose competitive edge
APRIL 17, 2013 4
Successful Strategy
• Defines vision
• Distills vision into critical business issues
• Distills critical business issues into projects
– Discrete deliverables
– Resource allocation
– Project timeline
APRIL 17, 2013 5
– Project plan
• In other words…
Project ManagementProject Management
If you don’t know where you’re
going, you’ll probably end up
someplace else.
APRIL 17, 2013 7
someplace else.
-Yogi Berra
Strategy & Social Media
• A clearly defined social media strategy is critical to success in the
social space
• Effective social strategy defines:
– Audience and audience needs
– Communication and business objectives
– Platforms
– Voice, tone, and interaction
APRIL 17, 2013 8
– Voice, tone, and interaction
– Specific, measurable success metrics
Developing a Social Media Strategy
• Developing an effective social media strategy requires effective
project management
• Follow process
• Allocate resources
• Set project schedule
APRIL 17, 2013 9
Process and Timeline
• Competitive Analysis and Benchmarking
• Clearly defined audience
• Research on habits and practices
• Articulated goals and objectives
• Appropriate platforms
• Engagement strategy
APRIL 17, 2013 10
• Engagement strategy
• Resourcing and management plan
• Measurement and analytics plan
• Scheduled checkpoints, review, and approval
Project Managing Social Presence
• Important versus urgent
• Resources
• Coverage
• Frequency
• Content development
• Monitoring and communications management
APRIL 17, 2013 11
• Monitoring and communications management
• Escalation plan
• Measurement and analytics
Social Media for Project Management
• 2/3 of Project Managers Surveyed believe social media is a key
issue for their industry
• Primary Benefits Identified:
– Collaboration
– Communication
– Networking Opportunities
– Increased Efficiency
APRIL 17, 2013 12
– Increased Efficiency
– Financial Benefits
Source: Harrin Survey 2011
Social Media for Project ManagementSocial Media for Project Management
In the Past, PMs Could Assume:
• Most team members in a single office location
• PM software on a desktop workstation
• Status reports delivered at weekly meetings
• Monthly executive review
APRIL 17, 2013 14
The Way It Works Today:
• At least one team member likely to be physically separated at
least part of the time
• Sponsors expect realtime access to project data
• Executives want to view multiple projects as a portfolio
• Global teams & the 24-hour workday
APRIL 17, 2013 15
Overall Benefits of Social Media
• Influences how people communicate
• Communications to whole team in realtime
• Develops relationships
• Builds trust
• Increases transparency
• Provides cultural context
APRIL 17, 2013 16
• Provides cultural context
What Social Can Do for PM
• Knowledge sharing & project visibility
• Identify, organize, and deploy project teams
• Collaborate across departments
• Collaborate with remote resources
• Real time information to project stakeholders
• Meet the demand of the “24 hour workday”
APRIL 17, 2013 17
• Meet the demand of the “24 hour workday”
• Reduce traveling expenses
• Document best practices & project learnings
How PMs Use Social Tools
• 48% use for document sharing
• 36% communicate with project stakeholders
• 34% for task collaboration
• 32% hosting online meetings
• 27% use for project status updates
• 25% manage their teams
APRIL 17, 2013 18
• 25% manage their teams
• 19% task tracking
…and…
• 90% networking online
• 71% participate in online PM community
Source: Harrin Survey 2011
Online PM Communities
• 6,500+ LinkedIn groups
• 8.5 Million PM professionals on LinkedIn
• 35,000+ members in LinkedIn’s Project Manager Networking
Group
• 1MM+ YouTube videos on PM
• PMI’s Online Communities of Practice
APRIL 17, 2013 19
• Yahoo’s PMP Best Group (13,000+ members)
Social PM Platforms & Tools
• SharePoint
• GoToMeeting
• SlideShare
• Tibbr
• Yammer
• LinkedIn
APRIL 17, 2013 20
• LinkedIn
• Blogs
• Wikis
• Twitter
Getting Started
• Define a social media policy
• Define the purpose of social for PM
• Develop list of acceptable platforms & uses
• Establish rules of engagement
• Determine proprietary data – what to share
• Establish roles and permissions
APRIL 17, 2013 21
• Establish roles and permissions
• Use your secure network
• Monitor and manage (usually the PM)
Want to Know More?
Great! This is what I do all day. ☺
Kathleen M. Jenkins
APRIL 17, 2013 22
Kathleen M. Jenkins
www.sangereby.com
kjenkins@sangereby.com
@sangereby
LinkedIn: Sanger & Eby
www.linkedin.com/in/katjenkinscinci
513.784.9046

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Project Management & Social Media

  • 1. Strategic Approaches: Project Management & Social Media APRIL 17, 2013 Project Management & Social Media Kathleen M. Jenkins, Sanger & Eby
  • 2. Two Approaches • Project Managing Social Media • Social Media for Project Management APRIL 17, 2013 2
  • 3. Important, But Not Urgent • The big picture is important, but unless you have a plan for implementation, it stays just that: a picture. • We’re all busy: it’s easy to de-prioritize things that are important but not urgent in favor of things that are urgent. APRIL 17, 2013 3
  • 4. The Downside of Urgent • When we focus on the urgent and deprioritize the important, we’re forced into being purely tactical • The important things, the strategic things, don’t get done • Business growth stagnates • Lose competitive edge APRIL 17, 2013 4
  • 5. Successful Strategy • Defines vision • Distills vision into critical business issues • Distills critical business issues into projects – Discrete deliverables – Resource allocation – Project timeline APRIL 17, 2013 5 – Project plan • In other words…
  • 7. If you don’t know where you’re going, you’ll probably end up someplace else. APRIL 17, 2013 7 someplace else. -Yogi Berra
  • 8. Strategy & Social Media • A clearly defined social media strategy is critical to success in the social space • Effective social strategy defines: – Audience and audience needs – Communication and business objectives – Platforms – Voice, tone, and interaction APRIL 17, 2013 8 – Voice, tone, and interaction – Specific, measurable success metrics
  • 9. Developing a Social Media Strategy • Developing an effective social media strategy requires effective project management • Follow process • Allocate resources • Set project schedule APRIL 17, 2013 9
  • 10. Process and Timeline • Competitive Analysis and Benchmarking • Clearly defined audience • Research on habits and practices • Articulated goals and objectives • Appropriate platforms • Engagement strategy APRIL 17, 2013 10 • Engagement strategy • Resourcing and management plan • Measurement and analytics plan • Scheduled checkpoints, review, and approval
  • 11. Project Managing Social Presence • Important versus urgent • Resources • Coverage • Frequency • Content development • Monitoring and communications management APRIL 17, 2013 11 • Monitoring and communications management • Escalation plan • Measurement and analytics
  • 12. Social Media for Project Management • 2/3 of Project Managers Surveyed believe social media is a key issue for their industry • Primary Benefits Identified: – Collaboration – Communication – Networking Opportunities – Increased Efficiency APRIL 17, 2013 12 – Increased Efficiency – Financial Benefits Source: Harrin Survey 2011
  • 13. Social Media for Project ManagementSocial Media for Project Management
  • 14. In the Past, PMs Could Assume: • Most team members in a single office location • PM software on a desktop workstation • Status reports delivered at weekly meetings • Monthly executive review APRIL 17, 2013 14
  • 15. The Way It Works Today: • At least one team member likely to be physically separated at least part of the time • Sponsors expect realtime access to project data • Executives want to view multiple projects as a portfolio • Global teams & the 24-hour workday APRIL 17, 2013 15
  • 16. Overall Benefits of Social Media • Influences how people communicate • Communications to whole team in realtime • Develops relationships • Builds trust • Increases transparency • Provides cultural context APRIL 17, 2013 16 • Provides cultural context
  • 17. What Social Can Do for PM • Knowledge sharing & project visibility • Identify, organize, and deploy project teams • Collaborate across departments • Collaborate with remote resources • Real time information to project stakeholders • Meet the demand of the “24 hour workday” APRIL 17, 2013 17 • Meet the demand of the “24 hour workday” • Reduce traveling expenses • Document best practices & project learnings
  • 18. How PMs Use Social Tools • 48% use for document sharing • 36% communicate with project stakeholders • 34% for task collaboration • 32% hosting online meetings • 27% use for project status updates • 25% manage their teams APRIL 17, 2013 18 • 25% manage their teams • 19% task tracking …and… • 90% networking online • 71% participate in online PM community Source: Harrin Survey 2011
  • 19. Online PM Communities • 6,500+ LinkedIn groups • 8.5 Million PM professionals on LinkedIn • 35,000+ members in LinkedIn’s Project Manager Networking Group • 1MM+ YouTube videos on PM • PMI’s Online Communities of Practice APRIL 17, 2013 19 • Yahoo’s PMP Best Group (13,000+ members)
  • 20. Social PM Platforms & Tools • SharePoint • GoToMeeting • SlideShare • Tibbr • Yammer • LinkedIn APRIL 17, 2013 20 • LinkedIn • Blogs • Wikis • Twitter
  • 21. Getting Started • Define a social media policy • Define the purpose of social for PM • Develop list of acceptable platforms & uses • Establish rules of engagement • Determine proprietary data – what to share • Establish roles and permissions APRIL 17, 2013 21 • Establish roles and permissions • Use your secure network • Monitor and manage (usually the PM)
  • 22. Want to Know More? Great! This is what I do all day. ☺ Kathleen M. Jenkins APRIL 17, 2013 22 Kathleen M. Jenkins www.sangereby.com kjenkins@sangereby.com @sangereby LinkedIn: Sanger & Eby www.linkedin.com/in/katjenkinscinci 513.784.9046