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The	
  Seven	
  Success	
  
Factors	
  of	
  Social	
  
Business	
  Strategy	
  
Mind	
  map	
  by	
  Alexis	
  
van	
  Dam	
  of	
  webinar	
  
Aug	
  15,	
  	
  2013
Intro
Coherent	
  
strategy
7	
  success	
  factors	
  of	
  
social	
  business	
  
strategy
#1	
  define	
  
overall	
  
business	
  goals
#2	
  establish	
  
the	
  long	
  term	
  
vision	
  
wrap-­‐up
#7	
  invest	
  in	
  technology	
  
that	
  support	
  objecLves
#6	
  secure	
  staffing,	
  
resources	
  and	
  funding
#5	
  establish	
  
governance	
  &	
  
guidelines
#4	
  define	
  the	
  
strategy	
  roadmap	
  &	
  
idenLfy	
  iniLaLves
#3	
  get	
  
execuLve	
  
support
mindmap
Charlene	
  Li,	
  Al-meter
Brian	
  Solis,	
  Al-meter
cra$	
  a	
  coherent	
  strategy	
  that	
  transcends	
  individual	
  social	
  
media	
  channels	
  and	
  results	
  in	
  a	
  robust	
  strategy	
  roadmap,	
  
complete	
  with	
  metrics.
is	
  about
Context:	
  6	
  stages	
  of	
  Social	
  Business	
  
Transforma-on:
Social	
  Business	
  
Strategy
Social	
  media	
  as	
  true	
  
path	
  in	
  business
In	
  most	
  organiza-ons,	
  
social	
  media	
  is:
Success	
  in	
  social	
  business
align	
  people	
  on	
  objec-ves
Decide	
  what	
  to	
  do	
  and	
  
not	
  to	
  do	
  
Planning:	
  Listen	
  &	
  learn
Presence:	
  Stake	
  our	
  claim
Engagement:	
  Dialogue	
  deepens	
  rela-onships
Formalized:	
  Organize	
  for	
  scale
Strategic:	
  Become	
  a	
  social	
  business
Converged:	
  Business	
  is	
  social
The	
  deep	
  integra-on	
  and	
  social	
  methodologies	
  into	
  the	
  
organiza-on	
  to	
  drive	
  business	
  impact.
its	
  about
its	
  not	
  to	
  
Social	
  
business	
  is	
  
about:
Driving	
  business	
  goals
Launch	
  a	
  presence	
  on	
  Facebook
Alignment
Commitment
Most	
  organiza-ons	
  do	
  not	
  
connect	
  social	
  media	
  to	
  
business	
  objec-ves
Different	
  Business	
  Units	
  may	
  use	
  social	
  
media
it	
  impacts	
  the	
  whole	
  organiza-on
Only	
  34%	
  of	
  organiza-ons	
  really	
  
connect	
  social	
  media	
  to	
  business	
  
goals
Only	
  25%	
  of	
  organiza-ons	
  use	
  social	
  
media	
  and	
  have	
  it	
  aligned	
  to	
  
organiza-on	
  vision	
  &	
  strategy
Marke-ng
IT
Legal
Communica-ons
Sales
Opera-ons
Service
Etc
Engagement	
  &	
  channel	
  driven
Should	
  be	
  business	
  goal	
  driven
A	
  framework	
  to	
  help	
  you	
  audit	
  your	
  exis-ng	
  strategy
#1	
  define	
  overall	
  business	
  goals
#2	
  establish	
  the	
  long	
  term	
  vision	
  
#3	
  get	
  execu-ve	
  support
#4	
  define	
  the	
  strategy	
  roadmap	
  &	
  iden-fy	
  ini-a-ves
#5	
  establish	
  governance	
  &	
  guidelines
#6	
  secure	
  staffing,	
  resources	
  and	
  funding
#7	
  invest	
  in	
  technology	
  that	
  support	
  objec-ves
it	
  starts	
  with:
Quote:	
  "Always	
  go	
  back	
  to	
  the	
  objec-ves	
  you're	
  a]er.	
  If	
  
you	
  lose	
  sight	
  of	
  that,	
  you'll	
  be	
  was-ng	
  -me	
  and	
  
resources	
  quickly"	
  David	
  Fenech
Ask	
  
yourself:
Exercise:	
  connect	
  social	
  goals	
  to	
  
organiza-on	
  goals
What	
  is	
  your	
  overall	
  business	
  goal?
what	
  is	
  your	
  brand	
  promise?
what	
  is	
  your	
  social	
  media	
  strategy?
What	
  needs	
  do	
  employees	
  have?
What	
  does	
  the	
  customer	
  want?
...
Why	
  are	
  we	
  here?
What	
  are	
  your	
  goals?
It	
  is	
  an	
  evolu-onary	
  path!
It	
  is	
  about	
  alignment!
What	
  do	
  you	
  do?
How	
  do	
  they	
  align	
  in	
  what	
  we	
  
achieve	
  in	
  social	
  business?
Top	
  5	
  strategic	
  goals
Iden-fy	
  how	
  you	
  would	
  measure	
  progress	
  or	
  
acainment	
  of	
  these	
  business	
  goals	
  now
Brainstorm	
  a	
  few	
  social	
  business	
  ini-a-ves	
  that	
  
could	
  poten-ally	
  support	
  that	
  business	
  goal
Iden-fy	
  metrics	
  that	
  connect	
  social	
  business	
  
metrics	
  to	
  the	
  business	
  goal	
  metrics
Align	
  on	
  what	
  those	
  goals	
  are
vision	
  is	
  cri-cal
social	
  media	
  is	
  an	
  
opportunity
What	
  is	
  that	
  vision	
  for	
  
social	
  media?
Example
Correla-on	
  between	
  mission,	
  brand	
  promise
what	
  are	
  customer	
  and	
  employee	
  experiences?
What	
  is	
  the	
  organiza-on's	
  vision?
Humanize	
  your	
  organiza-on
Open	
  environment
Democra-ze	
  informa-on
Transparency
it	
  is	
  a	
  way	
  of
business
philosophy
how	
  do	
  you	
  use	
  those	
  pladorms	
  &	
  channels?
improve
social	
  media	
  and	
  social	
  business	
  changes	
  alot;	
  take	
  a	
  
broader	
  perspec-ve
it	
  is	
  about	
  purpose!
Reten-on
Advocacy
loyalty
...
Social	
  Media	
  
Vision	
  Statement
Think	
  about	
  rela-onships
Cra]	
  a	
  story	
  towards	
  
the	
  statement
"To	
  humanize	
  the	
  company	
  by	
  connec-ng	
  
cons-tuents	
  with	
  Ford	
  employees	
  and	
  with	
  each	
  
other	
  when	
  possible,	
  providing	
  value	
  in	
  the	
  process"
It's	
  a	
  simple	
  statement
What	
  is	
  the	
  purpose?
In	
  3/5	
  years	
  from	
  now?
Make	
  the	
  rela-ons	
  tangible
What	
  does	
  this	
  look	
  like?
people	
  remember	
  stories	
  and	
  not	
  words!
focus	
  on	
  rela-ons	
  in	
  future	
  (look	
  beyond	
  today's	
  constraints)
define	
  experience	
  people	
  need	
  to	
  have,	
  feel,	
  share
Make	
  it	
  a	
  story	
  that	
  tells	
  about	
  the	
  rela-onship
Make	
  a	
  statement	
  that	
  stands	
  test	
  of	
  -me	
  and	
  technology
Don't	
  wordsmith	
  too	
  much,	
  gut	
  feeling	
  is	
  o]en	
  good
Keep	
  it	
  short	
  and	
  memorable
You're	
  not	
  alone
apply	
  the	
  7	
  steps
drive	
  customers,	
  employees	
  and	
  
rela-onships	
  forward	
  in	
  a	
  meaningful	
  way
use	
  resources	
  well
Internet	
  is	
  a	
  big	
  problem
Invest	
  in	
  
technologies
Internet	
  is	
  old
Enterprise	
  
social	
  networks
The	
  new	
  thing
Over	
  -me	
  fail	
  to	
  adopt	
  it
No	
  vision,	
  driver,	
  strategy
Success	
  only:	
  when	
  there	
  is	
  purpose Work	
  together	
  with	
  IT
align	
  investments	
  with	
  roadmap
Not	
  only	
  do	
  it	
  when	
  you	
  read	
  
something	
  new	
  on	
  Mashable.com
Once	
  you	
  have
Then
Most	
  social	
  strategist
Training
goals
Strategy
Vision
Playbook
Policies
Roles	
  enhance
New	
  roles	
  exist
Form	
  a	
  community	
  based	
  on	
  key	
  
stakeholders
Make	
  decision	
  for
Create	
  dis-nc-ve	
  roles
Who	
  is	
  responsible	
  for	
  what?
IT
Legal
marke-ng
sales
opera-ons
Etc
Needs
Challenges
What	
  do	
  you	
  need?
How	
  to	
  fill	
  in	
  the	
  gaps?
How	
  to	
  extend	
  staff	
  in	
  training
approach
Iden-fy	
  priori-es	
  in	
  social	
  
media	
  educa-on
become	
  advocate	
  of	
  the	
  brand
Ambassadors
What	
  you	
  should	
  do
Judgement	
  is	
  needed	
  in	
  between
What	
  you	
  
shouldn't	
  doprac--oners
execu-ves
all	
  employees	
  (risk	
  mi-ga-on)
all	
  employees	
  (advocacy)
playbook
Policies
steps
governance
Determine	
  who	
  is	
  responsible	
  for	
  
social	
  strategy?
Who	
  leads	
  development	
  
of	
  an	
  infrastructure?
Who	
  is	
  going	
  to	
  help?
Create	
  a	
  hub	
  or	
  a	
  Centre	
  of	
  Excellence
Priori-ze	
  ini-a-ves
tackle	
  guidelines	
  &	
  processes
Assign	
  roles	
  and	
  
responsibili-es
How	
  to	
  use	
  tools?
How	
  to	
  achieve	
  objec-ves?
rewrite	
  roles	
  &	
  guidelines
people	
  need	
  specifics/	
  direc-on
Need	
  to	
  teach	
  alignment	
  of	
  social	
  and	
  
business	
  strategies
Social	
  Strategist	
  becomes	
  Chief	
  
(Social)	
  Strategist	
  
organiza-on	
  
models
Decentralized
Centralized
Hub	
  -­‐	
  spoke
Mul-ple	
  hub	
  spoke
Holis-c
come	
  to	
  an	
  agreement	
  on	
  the	
  governance	
  
model	
  before	
  moving	
  on	
  to	
  strategy
5	
  levels	
  of	
  governance
Align	
  on	
  vision,	
  strategy	
  and	
  roadmap
Policies
Processes
Playbook
Technology
Training
Outcomes	
  
are	
  not
What	
  are	
  you	
  
trying	
  to	
  do
Make	
  the	
  -meline
then
Likes
Retweets
Share
Those	
  are	
  mini	
  KPI's
but	
  are:Lean	
  organiza-on	
  reverse	
  engineer
once	
  you	
  have
you	
  need	
  a
look	
  ahead	
  at	
  least	
  3	
  years
do!
vision
you're	
  in	
  alignment	
  on	
  business	
  goals
you	
  need	
  a	
  plan	
  that	
  brings	
  it	
  to	
  life
Strategic	
  Social	
  
Business	
  roadmap
Important
looks	
  3	
  years	
  ahead
aligns	
  business	
  goals	
  
with	
  social	
  media	
  (across	
  
organiza-on)
Document	
  where	
  you	
  go
Accomplish	
  business	
  goals
technologies	
  change
Tools	
  become	
  enabler	
  of	
  
alignment	
  in	
  orgiza-on
Champion	
  your	
  cause/	
  case
support	
  strategy
Put	
  them	
  on	
  a	
  -meline/	
  roadmap
plot	
  each	
  ini-a-ves
Link	
  back	
  to	
  business	
  goals
feel	
  the	
  vision
What	
  do	
  you	
  need	
  to	
  accomplish	
  vision?
Alignment	
  of	
  all	
  resources
Bring	
  the	
  -meline	
  to	
  the	
  execu-ves
Start	
  to	
  execute
O]en	
  social	
  
media	
  is	
  
about	
  tools
Advice
social	
  media	
  should	
  become	
  
bigger	
  than	
  a	
  tool	
  of	
  marke-ng
social	
  media	
  should	
  empower	
  rest	
  of	
  business
Back	
  to	
  the	
  
execu-ve	
  suite
Social	
  becomes	
  an	
  
enabler	
  of	
  business	
  goals
For	
  example
what	
  is	
  our	
  Pinterest	
  strategy?
o]en	
  based	
  on	
  tools
Execu-ves	
  report	
  to	
  
shareholders,	
  stakeholder	
  etc
execu-ves:
disconnect	
  between	
  language	
  social	
  
media	
  strategists	
  and	
  execuLves
They	
  decide	
  on	
  metrics	
  
and	
  numbers
What	
  are	
  the	
  business	
  priori-es?
Opportuni-es
Hurdles
Stakeholders
Needs
It	
  is	
  what	
  you	
  do	
  with
Demonstrate
Help	
  the	
  execs	
  understand	
  what	
  
the	
  opportuni-es	
  are	
  with	
  social
Execu-ve	
  sponsor	
  is	
  crucial	
  to	
  let	
  
social	
  become	
  a	
  success
Channel
Tools
emphasize	
  rela-onships	
  and	
  
outcomes,	
  not	
  social	
  media	
  channels
use	
  reverse	
  mentoring	
  to	
  increase	
  their	
  
prac-cal	
  knowledge	
  of	
  social	
  media
press	
  for	
  credibility
connect	
  the	
  dots	
  (for	
  them)
leverage	
  social	
  media	
  as	
  an	
  enabler
create	
  a	
  sense	
  of	
  urgency
Talk	
  about	
  what	
  they	
  understand	
  (their	
  top5	
  goals)
execu-ve	
  has	
  more	
  or	
  less	
  5	
  priori-es	
  
(same	
  amount	
  of	
  fingers!)
from	
  introductory	
  
webinar	
  of	
  ebook
created	
  by	
  
Alexis	
  van	
  Dam
read	
  it:
August	
  15th	
  2013
LiveMindMapper
Online	
  Communica-ons	
  
Consultant/	
  Trainer
hcp://www.alexida.nl
star-ng	
  at	
  1	
  o'	
  clock
from	
  center	
  to	
  outside
per	
  branch	
  top	
  to	
  bocom

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  • 1. The  Seven  Success   Factors  of  Social   Business  Strategy   Mind  map  by  Alexis   van  Dam  of  webinar   Aug  15,    2013 Intro Coherent   strategy 7  success  factors  of   social  business   strategy #1  define   overall   business  goals #2  establish   the  long  term   vision   wrap-­‐up #7  invest  in  technology   that  support  objecLves #6  secure  staffing,   resources  and  funding #5  establish   governance  &   guidelines #4  define  the   strategy  roadmap  &   idenLfy  iniLaLves #3  get   execuLve   support mindmap Charlene  Li,  Al-meter Brian  Solis,  Al-meter cra$  a  coherent  strategy  that  transcends  individual  social   media  channels  and  results  in  a  robust  strategy  roadmap,   complete  with  metrics. is  about Context:  6  stages  of  Social  Business   Transforma-on: Social  Business   Strategy Social  media  as  true   path  in  business In  most  organiza-ons,   social  media  is: Success  in  social  business align  people  on  objec-ves Decide  what  to  do  and   not  to  do   Planning:  Listen  &  learn Presence:  Stake  our  claim Engagement:  Dialogue  deepens  rela-onships Formalized:  Organize  for  scale Strategic:  Become  a  social  business Converged:  Business  is  social The  deep  integra-on  and  social  methodologies  into  the   organiza-on  to  drive  business  impact. its  about its  not  to   Social   business  is   about: Driving  business  goals Launch  a  presence  on  Facebook Alignment Commitment Most  organiza-ons  do  not   connect  social  media  to   business  objec-ves Different  Business  Units  may  use  social   media it  impacts  the  whole  organiza-on Only  34%  of  organiza-ons  really   connect  social  media  to  business   goals Only  25%  of  organiza-ons  use  social   media  and  have  it  aligned  to   organiza-on  vision  &  strategy Marke-ng IT Legal Communica-ons Sales Opera-ons Service Etc Engagement  &  channel  driven Should  be  business  goal  driven A  framework  to  help  you  audit  your  exis-ng  strategy #1  define  overall  business  goals #2  establish  the  long  term  vision   #3  get  execu-ve  support #4  define  the  strategy  roadmap  &  iden-fy  ini-a-ves #5  establish  governance  &  guidelines #6  secure  staffing,  resources  and  funding #7  invest  in  technology  that  support  objec-ves it  starts  with: Quote:  "Always  go  back  to  the  objec-ves  you're  a]er.  If   you  lose  sight  of  that,  you'll  be  was-ng  -me  and   resources  quickly"  David  Fenech Ask   yourself: Exercise:  connect  social  goals  to   organiza-on  goals What  is  your  overall  business  goal? what  is  your  brand  promise? what  is  your  social  media  strategy? What  needs  do  employees  have? What  does  the  customer  want? ... Why  are  we  here? What  are  your  goals? It  is  an  evolu-onary  path! It  is  about  alignment! What  do  you  do? How  do  they  align  in  what  we   achieve  in  social  business? Top  5  strategic  goals Iden-fy  how  you  would  measure  progress  or   acainment  of  these  business  goals  now Brainstorm  a  few  social  business  ini-a-ves  that   could  poten-ally  support  that  business  goal Iden-fy  metrics  that  connect  social  business   metrics  to  the  business  goal  metrics Align  on  what  those  goals  are vision  is  cri-cal social  media  is  an   opportunity What  is  that  vision  for   social  media? Example Correla-on  between  mission,  brand  promise what  are  customer  and  employee  experiences? What  is  the  organiza-on's  vision? Humanize  your  organiza-on Open  environment Democra-ze  informa-on Transparency it  is  a  way  of business philosophy how  do  you  use  those  pladorms  &  channels? improve social  media  and  social  business  changes  alot;  take  a   broader  perspec-ve it  is  about  purpose! Reten-on Advocacy loyalty ... Social  Media   Vision  Statement Think  about  rela-onships Cra]  a  story  towards   the  statement "To  humanize  the  company  by  connec-ng   cons-tuents  with  Ford  employees  and  with  each   other  when  possible,  providing  value  in  the  process" It's  a  simple  statement What  is  the  purpose? In  3/5  years  from  now? Make  the  rela-ons  tangible What  does  this  look  like? people  remember  stories  and  not  words! focus  on  rela-ons  in  future  (look  beyond  today's  constraints) define  experience  people  need  to  have,  feel,  share Make  it  a  story  that  tells  about  the  rela-onship Make  a  statement  that  stands  test  of  -me  and  technology Don't  wordsmith  too  much,  gut  feeling  is  o]en  good Keep  it  short  and  memorable You're  not  alone apply  the  7  steps drive  customers,  employees  and   rela-onships  forward  in  a  meaningful  way use  resources  well Internet  is  a  big  problem Invest  in   technologies Internet  is  old Enterprise   social  networks The  new  thing Over  -me  fail  to  adopt  it No  vision,  driver,  strategy Success  only:  when  there  is  purpose Work  together  with  IT align  investments  with  roadmap Not  only  do  it  when  you  read   something  new  on  Mashable.com Once  you  have Then Most  social  strategist Training goals Strategy Vision Playbook Policies Roles  enhance New  roles  exist Form  a  community  based  on  key   stakeholders Make  decision  for Create  dis-nc-ve  roles Who  is  responsible  for  what? IT Legal marke-ng sales opera-ons Etc Needs Challenges What  do  you  need? How  to  fill  in  the  gaps? How  to  extend  staff  in  training approach Iden-fy  priori-es  in  social   media  educa-on become  advocate  of  the  brand Ambassadors What  you  should  do Judgement  is  needed  in  between What  you   shouldn't  doprac--oners execu-ves all  employees  (risk  mi-ga-on) all  employees  (advocacy) playbook Policies steps governance Determine  who  is  responsible  for   social  strategy? Who  leads  development   of  an  infrastructure? Who  is  going  to  help? Create  a  hub  or  a  Centre  of  Excellence Priori-ze  ini-a-ves tackle  guidelines  &  processes Assign  roles  and   responsibili-es How  to  use  tools? How  to  achieve  objec-ves? rewrite  roles  &  guidelines people  need  specifics/  direc-on Need  to  teach  alignment  of  social  and   business  strategies Social  Strategist  becomes  Chief   (Social)  Strategist   organiza-on   models Decentralized Centralized Hub  -­‐  spoke Mul-ple  hub  spoke Holis-c come  to  an  agreement  on  the  governance   model  before  moving  on  to  strategy 5  levels  of  governance Align  on  vision,  strategy  and  roadmap Policies Processes Playbook Technology Training Outcomes   are  not What  are  you   trying  to  do Make  the  -meline then Likes Retweets Share Those  are  mini  KPI's but  are:Lean  organiza-on  reverse  engineer once  you  have you  need  a look  ahead  at  least  3  years do! vision you're  in  alignment  on  business  goals you  need  a  plan  that  brings  it  to  life Strategic  Social   Business  roadmap Important looks  3  years  ahead aligns  business  goals   with  social  media  (across   organiza-on) Document  where  you  go Accomplish  business  goals technologies  change Tools  become  enabler  of   alignment  in  orgiza-on Champion  your  cause/  case support  strategy Put  them  on  a  -meline/  roadmap plot  each  ini-a-ves Link  back  to  business  goals feel  the  vision What  do  you  need  to  accomplish  vision? Alignment  of  all  resources Bring  the  -meline  to  the  execu-ves Start  to  execute O]en  social   media  is   about  tools Advice social  media  should  become   bigger  than  a  tool  of  marke-ng social  media  should  empower  rest  of  business Back  to  the   execu-ve  suite Social  becomes  an   enabler  of  business  goals For  example what  is  our  Pinterest  strategy? o]en  based  on  tools Execu-ves  report  to   shareholders,  stakeholder  etc execu-ves: disconnect  between  language  social   media  strategists  and  execuLves They  decide  on  metrics   and  numbers What  are  the  business  priori-es? Opportuni-es Hurdles Stakeholders Needs It  is  what  you  do  with Demonstrate Help  the  execs  understand  what   the  opportuni-es  are  with  social Execu-ve  sponsor  is  crucial  to  let   social  become  a  success Channel Tools emphasize  rela-onships  and   outcomes,  not  social  media  channels use  reverse  mentoring  to  increase  their   prac-cal  knowledge  of  social  media press  for  credibility connect  the  dots  (for  them) leverage  social  media  as  an  enabler create  a  sense  of  urgency Talk  about  what  they  understand  (their  top5  goals) execu-ve  has  more  or  less  5  priori-es   (same  amount  of  fingers!) from  introductory   webinar  of  ebook created  by   Alexis  van  Dam read  it: August  15th  2013 LiveMindMapper Online  Communica-ons   Consultant/  Trainer hcp://www.alexida.nl star-ng  at  1  o'  clock from  center  to  outside per  branch  top  to  bocom