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areyoufrank.com


                                   Jacqueline Prescott

                                 jp@areyoufrank.com
                                   @jcprescott (Twitter)
                                    jcprescott (Skype)




    © 2009 Biz Behind the Buzz
1
+                  =
    • Social Media                   • Enterprise       • Social media
      Strategy                         community          resources,
    • Organization                     platform           workshops,
      Effectiveness                                       downloadable
    • Branding                                            tools and
    • Community                                           methodology
      Development




    © 2009 Biz Behind the Buzz
2
Vulnerability
       Holistic                                                 Transparency

                             Authenticity          Perpetual Beta
Participation
                                                                Responsibility
           Co-Creation

  Let Go                                                         Meritocracy
                        Soul/ Role
                                                   Zero Distance
User-Generated Content
                                                    Unstoppable BUBIA
                                                      [Be Unreasonable! Be in Action!]
                          Voice Amplified

      © 2009 Biz Behind the Buzz
  3
collaboration framework




      © 2009 Biz Behind the Buzz
  4
today:




    Background/                   Social      Results
     Business                     Media          &
     Challenge                   Solution   Discoveries




    © 2009 Biz Behind the Buzz
5
background / challenge

    • A need to share knowledge, align vision
      internationally with over one hundred
      thousand independent volunteers.
    • Goal of creating revenue and cohesion
      by offering a community platform to
      vendors, partners.




    © 2009 Biz Behind the Buzz
6
international grass-roots organization

                                                   Individual stories, photos,
                                               1
                                                   posts and discussions
                                                   make a large world more
                                                   accessible and personal.

                                               2
                                                   Easy points of access
                                                   build communication,
                                                   knowledge sharing,
                                           2

                                                   activism.
  3
                                           3

                                                   Bite-size action items make
                                               3
                                                   a huge task (tackling global
                                                   warming) simple and
                                                   empowering.
  3                                        3

                               1




                                           1




      1                                3




          © 2009 Biz Behind the Buzz
      7
successes & discoveries

            :-D (well done!)                   :-O (gasp!)

  - 200+ groups participating,        - “A stitch in time saves nine.”
    creating the first multi-           Create your business rules and
    organizational, international       scope requirements first, even if
    intranet that is totally secure     you’re in a hurry.
    and voluntary
  - It works! The project went from
    contract signature to launch in
    four months, including
    branding, scoping, design,
    development and
    implementation
  - Communications are now top-
    down and across groups – as
    designed

      © 2009 Biz Behind the Buzz
  8
background / challenge

    • Four global CIO’s in three years – each
      with a new strategy, set of priorities and
      organization structure.
    • Employees worldwide and across
      hundreds of brands needed one direction
      and vision to follow.
    • Newest CIO wanted to bring social media
      into the organization’s technology
      portfolio.

    © 2009 Biz Behind the Buzz
9
global food manufacturer
                                           1   Executive videos
                                               define the new
                                               culture, keep
                                               employees focused
                                               on the organization’s
                                               vision.

 4
                                           2   “Hot” news
                                               communicates
                                               organizational
                                               progress toward the
              3
                                               vision.

                  2                    1
                                           3   Organizational
                                               announcements
                                               keep employees up
                                               to date. Employees
                                               also share their own
                                               local news.

                                           4   CIO blog offers
                                               insight into the
                                               new culture, and
                                               allows employees
                                               to ask questions,
                                               and provide input.



          © 2009 Biz Behind the Buzz
     10
successes & discoveries

             :-D (well done!)                  :-O (gasp!)

  - Small is beautiful: start with    - You’re not done when you’re
    a clear and limited scope           ‘done’ – it’s important to have
                                        proactive conversations about
  - Follow the “Bambi” principle:
                                        implementation needs and post-
    know your subjects, audience;
                                        implementation care and feeding
    Live with them, follow them,
    get into their heads              - Mix of online + offline = most
                                        effective
  - Great communication and a
    fabulous sponsor / champion       - Global cultures need different
    make the impossible (e.g.,          planning vs. USA-only: multiple
    concept to go-live in 16 weeks)     languages, network server
    possible                            access, message timing
                                        synchronization



       © 2009 Biz Behind the Buzz
  11
background / challenge

     • Financial services M&A’s were leading to
       lack of strategic clarity and individual
       process / role confusion.
     • External brand misaligned with internal
       brand caused employee frustration,
       cynicism, dis-engagement.




     © 2009 Biz Behind the Buzz
12
global financial services company
                                           1   Short, humorous
                                               webisodes showcase
                                               teams putting the
                                               value proposition into
                                               action, and inviting
                                       3
                                               others to meet the
 1
                                               same challenge.


                                           2   A series of success
                                               story articles feature
                                               employees who are
                                               living examples of
                                               the new culture.


 2                                         3   Employee-written
                                               blog shares grass
                                               roots viewpoint, takes
                                               the pulse of the new
                                               culture, allows
                                               Internal
                                               Communications to
                                               quickly course-correct
                                               any employee mis-
                                               perceptions.



          © 2009 Biz Behind the Buzz
     13
successes & discoveries
              :-D (well done!)                    :-O (gasp!)
  - Employee-generated                   - Take time for the legal
    conversation builds instant trust      conversations, especially in
    and credibility                        security-conscious industries
  - People are social: a mix of          - The organization has to be stable
    professional and personal topics       enough for information and
    is the most effective cocktail for     conversations to remain relevant
    generating involvement
  - Make it easy for people to
    participate: link from home
    page, visible sponsorship,
    obvious business tie-in
  - If the content is compelling
    enough age doesn’t matter.
    Baby Boomers will be your
    biggest fans.

        © 2009 Biz Behind the Buzz
   14
background / challenge

      • Fuel prices driving commodity and
        distribution prices up, squeezing
        margin and profits.
      • Chairman and CEO wants every
        employee to emotionally engage
        and take immediate action to reduce
        waste.



     © 2009 Biz Behind the Buzz
15
global food manufacturer
                                            Users share ideas and tips that
                                        1
                                            are reviewed by leadership,
                                            offering potential for sharing and
                                            recognition.

                                            Users offer concrete examples so
                                        2
                                            that others can follow suit.



                                            Individuals pledge personal
                                        3
                                            commitment to single steps
                                    4       supporting the vision and goals.
          1                   3




                                            Continuous improvement
                                        4
                                            information is gathered via polls,
                                            anecdotal feedback, overall
                                            conversation monitoring.
          2




       © 2009 Biz Behind the Buzz
  16
successes & discoveries
             :-D (well done!)                    :-O (gasp!)
  - Results! Thousands of dollars       - Measurement planning takes
    saved within the first week.          time, resources, and a cross-
                                          functional approach. Build in a
  - Getting Down to Business: a
                                          time buffer.
    strong tie to bottom-line results
    makes sponsorship easy.             - Don’t assume your clients have a
                                          panoramic view of the
  - Make it easy for sponsors and
                                          organization and individual
    champions to do their job:
                                          communications initiatives.
    sound bytes, sponsor cheat
    sheets, editorial blog and
    discussion forum content
    calendars, job aids and
    performance metrics.
  - Implementation methodology
    and status dashboard keep the
    implementation on track.

       © 2009 Biz Behind the Buzz
  17
collaboration framework




       © 2009 Biz Behind the Buzz
  18
key discovery - who




       © 2009 Biz Behind the Buzz
  19
social media methodology *
                          Organizational                                                 Ongoing
                                               • Communi-               Team &
                           Readiness:                                                 Organizational
                                                 cations               Individual
                         • Cultural fit                                                & Individual
                                               • Readiness                Role
                         • Macro work                                                   Alignment,
                                                 Gap Mgt               Alignment
                            integration                                               Communication

                                                                                      Ongoing:
                                                                 •    Community
                         Initial:          •   Final Plan
      •   Vision                                                                      • Community Dev
                                                                      Development
                         • Team            •   Integration &
      •   Objectives                                                                  • Feedback to
                                                                      & Awareness
                         • Plan, Scope         Alignment
      •   Audiences                                                                     Leaders, QA,
                                                                 •    Teaser
                         • Deliverables    •   Legal Review
      •   Success                                                                       Customer Svc,
                                                                      Campaign
                         • Resources       •   Ongoing Status
          Measures                                                                    • Measurement


                         Brand Identity:
                                                                     Brand Support            Ongoing
                                               Brand Design
                         • Audiences
                                                                     for Community        Brand Support
                                                    &
                         • Brand
                                                                     Development &        for Community
                                               Development
                            Standards &
                                                                     Org. Readiness         Involvement
                            Elements


                                           •   Tech Design
                         •   Tech check                                               •    Tech Training,
                                                                       Technology
                                               and Integration
                         •   Tech                                                          Support
                                                                     Implementation
                                               Plan, + / or
                             Alignment                                                •    Enhancements
                                           •   RFI and RFP
                         •   Resource                                                 •    Ongoing Data
                                           •   Development
                             Planning                                                      Integration


*   Downloadable social media implementation toolkit available
    March 2009 at BizBehindTheBuzz.com. Many tools and
        20
    resources will be free. Check it out!
results

                            •   “Before” vs. “After” impact to the
                                business: money saved, shorter
                                recruiting cycles, new
                                customers gained, market
                                share improved, HIPO
                                employees retained



       •   “Before” vs. “After” surveys on
           site usability, personal impact,
           business impact
       •   Observation on “Before” and
           “After” changes in behavior,
           attitudes, understanding levels.



•   # site visits, repeat visits
•   # click-through’s
•   Time on the site
•   # forwards to colleagues
•   # comments, content added




           © 2009 Biz Behind the Buzz
      21
measurement framework




       © 2009 Biz Behind the Buzz
  22
results framework: Kirkpatrick’s 5 Levels


                                                                             • The direct ROI of those
                              Direct ROI                                       business outcomes are
                                                                               _________

                                                                   • The business outcome of the new
             Indirect ROI                                            attitudes, behaviors and knowledge are
                                                                     ______.

                                                    • On the job I know, feel or can do *X* after
                       OTJ                            participating in this community. (I couldn’t
                                                      before.)

                                             • In theory I know, feel or can do *X* after
  Individual                                   participating in this community. (I couldn’t
                                               before.)

 “Smile                             • I like it
                                    • It’s easy to use & access
 Sheet”                             • It’s accurate & functional




       © 2009 Biz Behind the Buzz
  23
frank results

                             Direct ROI
                                                                         • thousands of dollars in
                                                                           reduced budget savings

                                                              • HIPO retention, shorter recruitment

             Indirect ROI                                       cycles, better recruit quality, fewer
                                                                mistakes repeated from site to site,
                                                                shorter “onboarding”, fewer # SIRS
                                                    • knowledge shared and other aligned

                       OTJ                            individual action, leaders hold their people
                                                      accountable to the big picture and recognize
                                                      behaviors that drive the org forward

                                            • I can answer questions about the organization
  Individual                                  and project vision and mission. I know why
                                              we’re doing this. I believe in what we’re doing.

                                    • The community is easy to use & access
 “Smile                             • The community is accurate & functional
                                    • This community is where I get my ‘rumor control’ information
 Sheet”                             • I feel connected to the bigger picture
                                    • This community makes me proud to work here




       © 2009 Biz Behind the Buzz
  24
resources for your organization




       Jacqueline Prescott   BizBehindTheBuzz.com

       jp@areyoufrank.com     Wednesday March 25th
                                noon – 5:00 PM
           612.860.8928
                                   workshop
        jcprescott (Skype)




  25

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Biz Behind the Buzz

  • 1. areyoufrank.com Jacqueline Prescott jp@areyoufrank.com @jcprescott (Twitter) jcprescott (Skype) © 2009 Biz Behind the Buzz 1
  • 2. + = • Social Media • Enterprise • Social media Strategy community resources, • Organization platform workshops, Effectiveness downloadable • Branding tools and • Community methodology Development © 2009 Biz Behind the Buzz 2
  • 3. Vulnerability Holistic Transparency Authenticity Perpetual Beta Participation Responsibility Co-Creation Let Go Meritocracy Soul/ Role Zero Distance User-Generated Content Unstoppable BUBIA [Be Unreasonable! Be in Action!] Voice Amplified © 2009 Biz Behind the Buzz 3
  • 4. collaboration framework © 2009 Biz Behind the Buzz 4
  • 5. today: Background/ Social Results Business Media & Challenge Solution Discoveries © 2009 Biz Behind the Buzz 5
  • 6. background / challenge • A need to share knowledge, align vision internationally with over one hundred thousand independent volunteers. • Goal of creating revenue and cohesion by offering a community platform to vendors, partners. © 2009 Biz Behind the Buzz 6
  • 7. international grass-roots organization Individual stories, photos, 1 posts and discussions make a large world more accessible and personal. 2 Easy points of access build communication, knowledge sharing, 2 activism. 3 3 Bite-size action items make 3 a huge task (tackling global warming) simple and empowering. 3 3 1 1 1 3 © 2009 Biz Behind the Buzz 7
  • 8. successes & discoveries :-D (well done!) :-O (gasp!) - 200+ groups participating, - “A stitch in time saves nine.” creating the first multi- Create your business rules and organizational, international scope requirements first, even if intranet that is totally secure you’re in a hurry. and voluntary - It works! The project went from contract signature to launch in four months, including branding, scoping, design, development and implementation - Communications are now top- down and across groups – as designed © 2009 Biz Behind the Buzz 8
  • 9. background / challenge • Four global CIO’s in three years – each with a new strategy, set of priorities and organization structure. • Employees worldwide and across hundreds of brands needed one direction and vision to follow. • Newest CIO wanted to bring social media into the organization’s technology portfolio. © 2009 Biz Behind the Buzz 9
  • 10. global food manufacturer 1 Executive videos define the new culture, keep employees focused on the organization’s vision. 4 2 “Hot” news communicates organizational progress toward the 3 vision. 2 1 3 Organizational announcements keep employees up to date. Employees also share their own local news. 4 CIO blog offers insight into the new culture, and allows employees to ask questions, and provide input. © 2009 Biz Behind the Buzz 10
  • 11. successes & discoveries :-D (well done!) :-O (gasp!) - Small is beautiful: start with - You’re not done when you’re a clear and limited scope ‘done’ – it’s important to have proactive conversations about - Follow the “Bambi” principle: implementation needs and post- know your subjects, audience; implementation care and feeding Live with them, follow them, get into their heads - Mix of online + offline = most effective - Great communication and a fabulous sponsor / champion - Global cultures need different make the impossible (e.g., planning vs. USA-only: multiple concept to go-live in 16 weeks) languages, network server possible access, message timing synchronization © 2009 Biz Behind the Buzz 11
  • 12. background / challenge • Financial services M&A’s were leading to lack of strategic clarity and individual process / role confusion. • External brand misaligned with internal brand caused employee frustration, cynicism, dis-engagement. © 2009 Biz Behind the Buzz 12
  • 13. global financial services company 1 Short, humorous webisodes showcase teams putting the value proposition into action, and inviting 3 others to meet the 1 same challenge. 2 A series of success story articles feature employees who are living examples of the new culture. 2 3 Employee-written blog shares grass roots viewpoint, takes the pulse of the new culture, allows Internal Communications to quickly course-correct any employee mis- perceptions. © 2009 Biz Behind the Buzz 13
  • 14. successes & discoveries :-D (well done!) :-O (gasp!) - Employee-generated - Take time for the legal conversation builds instant trust conversations, especially in and credibility security-conscious industries - People are social: a mix of - The organization has to be stable professional and personal topics enough for information and is the most effective cocktail for conversations to remain relevant generating involvement - Make it easy for people to participate: link from home page, visible sponsorship, obvious business tie-in - If the content is compelling enough age doesn’t matter. Baby Boomers will be your biggest fans. © 2009 Biz Behind the Buzz 14
  • 15. background / challenge • Fuel prices driving commodity and distribution prices up, squeezing margin and profits. • Chairman and CEO wants every employee to emotionally engage and take immediate action to reduce waste. © 2009 Biz Behind the Buzz 15
  • 16. global food manufacturer Users share ideas and tips that 1 are reviewed by leadership, offering potential for sharing and recognition. Users offer concrete examples so 2 that others can follow suit. Individuals pledge personal 3 commitment to single steps 4 supporting the vision and goals. 1 3 Continuous improvement 4 information is gathered via polls, anecdotal feedback, overall conversation monitoring. 2 © 2009 Biz Behind the Buzz 16
  • 17. successes & discoveries :-D (well done!) :-O (gasp!) - Results! Thousands of dollars - Measurement planning takes saved within the first week. time, resources, and a cross- functional approach. Build in a - Getting Down to Business: a time buffer. strong tie to bottom-line results makes sponsorship easy. - Don’t assume your clients have a panoramic view of the - Make it easy for sponsors and organization and individual champions to do their job: communications initiatives. sound bytes, sponsor cheat sheets, editorial blog and discussion forum content calendars, job aids and performance metrics. - Implementation methodology and status dashboard keep the implementation on track. © 2009 Biz Behind the Buzz 17
  • 18. collaboration framework © 2009 Biz Behind the Buzz 18
  • 19. key discovery - who © 2009 Biz Behind the Buzz 19
  • 20. social media methodology * Organizational Ongoing • Communi- Team & Readiness: Organizational cations Individual • Cultural fit & Individual • Readiness Role • Macro work Alignment, Gap Mgt Alignment integration Communication Ongoing: • Community Initial: • Final Plan • Vision • Community Dev Development • Team • Integration & • Objectives • Feedback to & Awareness • Plan, Scope Alignment • Audiences Leaders, QA, • Teaser • Deliverables • Legal Review • Success Customer Svc, Campaign • Resources • Ongoing Status Measures • Measurement Brand Identity: Brand Support Ongoing Brand Design • Audiences for Community Brand Support & • Brand Development & for Community Development Standards & Org. Readiness Involvement Elements • Tech Design • Tech check • Tech Training, Technology and Integration • Tech Support Implementation Plan, + / or Alignment • Enhancements • RFI and RFP • Resource • Ongoing Data • Development Planning Integration * Downloadable social media implementation toolkit available March 2009 at BizBehindTheBuzz.com. Many tools and 20 resources will be free. Check it out!
  • 21. results • “Before” vs. “After” impact to the business: money saved, shorter recruiting cycles, new customers gained, market share improved, HIPO employees retained • “Before” vs. “After” surveys on site usability, personal impact, business impact • Observation on “Before” and “After” changes in behavior, attitudes, understanding levels. • # site visits, repeat visits • # click-through’s • Time on the site • # forwards to colleagues • # comments, content added © 2009 Biz Behind the Buzz 21
  • 22. measurement framework © 2009 Biz Behind the Buzz 22
  • 23. results framework: Kirkpatrick’s 5 Levels • The direct ROI of those Direct ROI business outcomes are _________ • The business outcome of the new Indirect ROI attitudes, behaviors and knowledge are ______. • On the job I know, feel or can do *X* after OTJ participating in this community. (I couldn’t before.) • In theory I know, feel or can do *X* after Individual participating in this community. (I couldn’t before.) “Smile • I like it • It’s easy to use & access Sheet” • It’s accurate & functional © 2009 Biz Behind the Buzz 23
  • 24. frank results Direct ROI • thousands of dollars in reduced budget savings • HIPO retention, shorter recruitment Indirect ROI cycles, better recruit quality, fewer mistakes repeated from site to site, shorter “onboarding”, fewer # SIRS • knowledge shared and other aligned OTJ individual action, leaders hold their people accountable to the big picture and recognize behaviors that drive the org forward • I can answer questions about the organization Individual and project vision and mission. I know why we’re doing this. I believe in what we’re doing. • The community is easy to use & access “Smile • The community is accurate & functional • This community is where I get my ‘rumor control’ information Sheet” • I feel connected to the bigger picture • This community makes me proud to work here © 2009 Biz Behind the Buzz 24
  • 25. resources for your organization Jacqueline Prescott BizBehindTheBuzz.com jp@areyoufrank.com Wednesday March 25th noon – 5:00 PM 612.860.8928 workshop jcprescott (Skype) 25