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Training for Social Media Success:
  How Internal Education Can Make or
  Break a Social Business



August 23, 2012
#AGAcademy
Charlene Li, Founder and Partner
@charleneli
2


       Agenda
        Why Social Media
         Training is Important
        Case Studies
        How to Get Started
        Altimeter Academy
         Offerings




© 2012 Altimeter Group           #AGAcademy
3


       Why train on social media?




                         Risk mitigation     Scaling
                                           engagement


© 2012 Altimeter Group                                  #AGAcademy
4


       Companies don’t want this to happen

                    March 6, 2012: “Dinner w/Board
                 tonite. Used to be fun. Now one must
                      be on guard every second.”
                                                               March 7, 2012: “Board
                                                                  meeting. Good
                                                              numbers=Happy Board.”




                                                     March 10, 2012: “I am logging off
                                                    Twitter now because co-workers are
                                                      looking at me as I'm laughing.”


© 2012 Altimeter Group                                                           #AGAcademy
5


       Honda Crosstour under Facebook fire




                         Fans take to the page’s wall with
                         gripes on Crosstour’s design
© 2012 Altimeter Group                                       #AGAcademy
6


       Honda Crosstour under Facebook fire




© 2012 Altimeter Group                       #AGAcademy
7


       Honda Crosstour under Facebook fire




                                     Honda
                                     employee
                                     posing
                                     as fan



© 2012 Altimeter Group                          #AGAcademy
8


       Half of your employees use social media
       regularly – what can they say or not say?

            Joe works for Acme.

            Sally, a Facebook friend posts on Joe’s wall:

                    “You know those widgets Acme makes? You work
                    there -- would you recommend that I get some?”

            What does Joe do?




© 2012 Altimeter Group                                               #AGAcademy
9


       Social touches all aspects of the organization

                                     Sales


                         PR/Comms            Finance




           Marketing                                   Research
                                                                   Training must address
                                    Social                        more than just marketing
                                    Media                           and communications

               IT                                       Brands




                         Digital               HR


                                     Legal




© 2012 Altimeter Group                                                                #AGAcademy
10


       There’s always a new network to learn




© 2012 Altimeter Group                         #AGAcademy
It’s about
              relationships.




© 2012 Altimeter Group         #AGAcademy
Social media training is about
       developing judgment



      What you
      should do




© 2012 Altimeter Group                  #AGAcademy
Social media training is about
       developing judgment



      What you                           What you
      should do                         shouldn’t do




© 2012 Altimeter Group                        #AGAcademy
Social media training is about
       developing judgment



      What you                                            What you
                         Judgment is needed in between
      should do                                          shouldn’t do




© 2012 Altimeter Group                                         #AGAcademy
15


       Agenda
        Why Social Media
         Training is Important
        Case Studies
                Dell
                Cisco
        Best Practices
        How to Get Started
        Altimeter Academy
         Offerings

© 2012 Altimeter Group           #AGAcademy
16


       Dell’s engagement in social media was
       literally “sparked”




                         Osaka, Japan
                          June 2006
© 2012 Altimeter Group                         #AGAcademy
17


       Value of “Direct2Dell” guided their response




© 2012 Altimeter Group                           #AGAcademy
18


       Need to Scale drove Dell’s social media vision
                           Number of posts a day about Dell
                                                   25,000




                              4,000


                              2006                 2012



                         “Embedding Social Media
                         Across the Fabric of Dell”
© 2012 Altimeter Group                                        #AGAcademy
19


       Dell’s approach to social media training
        Start with social media principles and strategy to
         make sure everyone is aligned on goals
               • What do you *have* to know in order to get engaged?
        Focus is on how Dell uses social media to engage
               • Not what is Twitter and what it does
               • But the reason and logic for the way Dell uses Twitter




© 2012 Altimeter Group                                              #AGAcademy
20


       Social Media and Community University
       (aka SMaC U)
                                                                             Course levels:
                                                                             101: Principles
                                                                             201: Dell’s Strategy
                                                                             301: Brand
                                                                             Guidelines
                                                                             401: Platform
                                                                             Specific

                                                                             To date, 6,000
                                                                             employees trained
                                                                             and certified to
                                                                             engage on behalf
                                                                             of Dell
      Photos provided by Dell. Dell Social Media and Community University.


© 2012 Altimeter Group                                                                       #AGAcademy
21


       Components of Dell Training
    Engagement, not
     “training”
           • Takes 8 hours to be
             certified
    Delivered in-person
           • 2 full-time trainers
           • 15 superusers train in
             EMEA and APJ, and
             translate materials
    Use Chatter to
     continue learning
     “on the job”
                                      Photos provided by Dell. Dell Social Media and Community University.


© 2012 Altimeter Group                                                                       #AGAcademy
SMaC Training Completion Certificate




                         Photos provided by Dell. Dell Social Media and Community University.


© 2012 Altimeter Group                                                             #AGAcademy
23


       Best Practices from Dell’s Social Media
       Training Program
        Grounded in a strategy and vision for the role of
         social media at Dell.
        Committed to ongoing learning, not one-time
         training.
        Customized and specific to Dell’s circumstances.
        Focused on maximizing opportunities as well as
         mitigating risks.




© 2012 Altimeter Group                                 #AGAcademy
24


       Cisco’s approach to Social Media Training
        Multi-track approach to meet specific needs
               • Social strategists, primary job is social
               • Subject matter experts, communication specialists, where social is only
                 part of their job or not part of it at all
               • Executives
               • All employees
        Multi-tiered to offer advanced social strategists deeper training
        To date, 40 courses developed
               • With employees and contractors from all over the company and regions
                 participating
               • Full-time trainer delivers several courses throughout the month and also
                 develops the coursework
               • Producer takes on the burden of producing the course for trainer can
                 focus on the content and instruction full-time



© 2012 Altimeter Group                                                              #AGAcademy
25


       Focus on best practices
        Courses last only 30-45 minutes, with Q&A
               • Delivered via Webex
               • Recorded for future playback
        Recognition, reporting and posting of course accomplishments
         internally, includes “badging”
        Example: Writing for Social Media Core Course
              1.         Learn the strategy behind the communication style
              2.         Elective course for more practical applications
              3.         Virtual groups further develop best practices
              4.         Supplement with hands-on labs
              5.         Community forum discussions, resources, and networking that’s
                         available 24/7
        At the end of the course, instructions on what to do next

© 2012 Altimeter Group                                                              #AGAcademy
26


       Executive Training also is a key component
        How they can support social media efforts
               • Understand the opportunities created by social media
               • Protect reputation of the company
               • Build their own reputations, social interactions, and networks
        How to participate themselves
               • Directly if they are comfortable with social media
                         - Writing for social media, how to build a following
               • Or working with the external communications team that
                 supports that executive
               • Participate in the social media reverse mentoring program to
                 get one-on-one training


© 2012 Altimeter Group                                                          #AGAcademy
27


       Training for all Cisco employees
        Focus: Provide a better understanding of social media
         principles, best practices, and application internally
               • Courses are focused in areas Cisco believes are important to
                 developing and implementing social media efforts that support the
                 company’s integrity and reputation.
               • Participants achieve a higher comfort level and understanding of
                 ways to leverage social media, empowering them and supporting
                 the company’s philosophy of supporting use of this channel.
               • Gaming incentives and growth opportunities are included through
                 badges and certifications to motivate participants
        Any Cisco employee or contractor engaging in social
         media must read and accept (e-signature) the company’s
         social media policy before participating
               • With this e-signature, Cisco can chart who has accepted it



© 2012 Altimeter Group                                                        #AGAcademy
28


       Agenda
        Why Social Media
         Training is Important
        Case Studies
        How to Get Started
        Altimeter Academy
         Offerings




© 2012 Altimeter Group           #AGAcademy
29


       Creating a Social Media Training Program
        Determine business goals being supported by social
         media strategy and efforts.
        Review social media policies and guidelines and their role
         in the education program.
        Understand training needs for each role, especially around
         opportunities and risks.
        Agree on measurement that will be used to assess the
         success of training.
        Prioritize training needs.
        Create training program based on those prioritized needs.


© 2012 Altimeter Group                                        #AGAcademy
30


       Business goals and social media strategy
       give focus to training


                           Be clear about business
                           goals being supported.

                           Understand how social
                           media will support those
                           specific goals.




© 2012 Altimeter Group                            #AGAcademy
31


       Policy and guidelines reviews
        Ensure that two key social media policies are in place and
         robust:
                1. General use of social media.
                2. Use of social media for company purposes.
        Key areas to review:
               • Does it cover what employees can/should do in personal social
                 media with regards to your company?
               • Are there clear examples of what to do in additional to what not
                 to do?
               • Is there a shortened version that can be quickly reviewed?
               • Is there a process for managers to follow in case there are issues?
               • Are guidelines and process in place for people to follow
               • Is governance clear on how to make decisions and resolve issues?


© 2012 Altimeter Group                                                        #AGAcademy
32
                                                            3


      Roles Require Differentiated Training


                                        Social
                         Executives
                                      Strategists




                         Marketing/
                                      Employees
                          Comms




© 2012 Altimeter Group                              #AGAcademy
33


       Example Learning Objectives and Measurement
       Element           Executives             Communications/M Employees
                                                arketing
       Goal              Support and lead a     Develop new skills     Mitigate risk and
                         social business        to engage              prepare for possible
                                                successfully in social engagement
                                                media
       Near-term         Do executives have     Are social media        Are there fewer
       metrics           a better               initiatives having an   incidences and
                         understanding and      impact on the           problems related to
                         of how social media    business?               social media?
                         supports business
                         objectives?
       Long-term         Are executives pro-    Is the business         Are employees
       metrics           actively leading the   transforming to be      engaging on behalf
                         company in             more social in all      of the company and
                         becoming a social      departments?            having an impact on
                         business?                                      key business goals?

© 2012 Altimeter Group                                                               #AGAcademy
34


       Measurement: Beyond participant satisfaction
      Type of            Examples of Immediate Post-              Examples of 90-Day Follow Up
      Question           Training Survey Questions                Survey Questions
      Job                I will be able to apply the skills and   I have been able to apply the skills and
      Impact             knowledge on the job. If yes, provide    knowledge on the job. If not, describe
                         examples of how you will apply.          why not.
                         This training will improve my job        This training has improved my job
                         performance                              performance (give examples)
      Business           This training will have a significant    This training has had a significant
      Results            impact on: (select all that apply)       impact on: (select all that apply and give
                         •   increasing customer satisfaction,    examples)
                         •   increasing quality,                  • increasing customer satisfaction,
                         •   increasing productivity,             • increasing quality,
                         •   increasing revenue,                  • increasing productivity,
                         •   decreasing cost of sales,            • increasing revenue,
                         •   increasing customer satisfaction,    • decreasing cost of sales,
                         •   decreasing cycle time,               • increasing customer satisfaction,
                         •   decreasing risk                      • decreasing cycle time,
                                                                  • decreasing risk




© 2012 Altimeter Group                                                                                  #AGAcademy
35


       Additional Training Program Best Practices
        Center the training on principles, strategies, and
         frameworks so that it stand the test of time.
        Start with simple guidelines and evolve them.
        Focus on continuous learning, not training.
        Train your executives first. You’ll need their support to
         roll-out the rest of the training.
        Be clear about the goal and impact of training – if you
         can’t measure it, you won’t get the support needed.
        Get help from your partners.
               • Tool vendors like Lithium and HootSuite.
               • Agencies and consulting firms.


© 2012 Altimeter Group                                       #AGAcademy
36


       Agenda
        Why Social Media
         Training is Important
        Case Studies
        How to Get Started
        Altimeter Academy
         Offerings




© 2012 Altimeter Group           #AGAcademy
37


       What companies seek in training
        Customized to the company’s situation
               • No company approaches social media in the same
                 way, with the same goals
        Consistent with the social media strategy and
         social media policies/guidelines
        Integrated into the learning management system
               • Knows who took which courses, helps with internal
                 “certifications”
        Regularly updated
        Knowledgeable trainers

© 2012 Altimeter Group                                           #AGAcademy
38


       Altimeter’s approach to Social Media Training
        Focus on business goals and how social media
         supports the relationships needed to accomplish
         those goals
        Based on frameworks that will stand the test of time
         and changing technologies
        Modeled on best practices uncovered from research
         and client engagements
        Customized to meet the needs of the client
               • By role
               • Governance and risk mitigation needs (social media policy)
               • Assertiveness in social media


© 2012 Altimeter Group                                                 #AGAcademy
39


       Common strategic framework underlies
       the training
       • Learn: what we can learn from
         customers and community                  Dialog
       • Dialog: the nature of our
         interactions with them                  Advocate
       • Advocate: how we build          Learn
         advocacy among customers                Support
         and community
       • Support: how we support them
                                                 Innovate
         via social channels
       • Innovate: using customer and
         community to drive innovation


© 2012 Altimeter Group                                      #AGAcademy
40


       Altimeter Academy Offerings
       Program                      Outcomes
       Training Program             Social media training program for the organization
       Development                  that lays out learning objectives, curriculum
                                    highlights, and resources/people needed for
                                    execution.
       Social Media Policies        Audit of existing social media policies with
       Review                       recommendations on how to improve.
       Executive Training           Enable Executives to be proactive leaders of the
                                    social business, instead of reactive.
       Social Strategist Training   Enable Strategists to create social strategies and
                                    initiatives that support business goals.
       Marketing/Communications Execute high-quality social media initiatives.
       Training
       All Employee Training        Under development. Virtual e-Learning on social
                                    media policy compliance customized to the org.


© 2012 Altimeter Group                                                             #AGAcademy
41


       Summary
        Confident, socially-engaged executives and
         employees are central to your success.
        Acquiring those skills requires a robust learning
         program centered on a coherent social strategy,
         principles, and policies.
        Focus the program on creating judgment to
         handle new forms of engagement, rather than on
         platform-specific guidelines.




© 2012 Altimeter Group                                 #AGAcademy
THANK YOU
                                                 Charlene Li
                                                 charlene@altimetergroup.com
                                                 charleneli.com
                                                 Twitter: charleneli

                Disclaimer: Although the information and data used in this report have been produced and processed from
                sources believed to be reliable, no warranty expressed or implied is made regarding the completeness,
                accuracy, adequacy or use of the information. The authors and contributors of the information and data
                shall have no liability for errors or omissions contained herein or for interpretations thereof. Reference
                herein to any specific product or vendor by trade name, trademark or otherwise does not constitute or imply
                its endorsement, recommendation or favoring by the authors or contributors and shall not be used for
                advertising or product endorsement purposes. The opinions expressed herein are subject to change without
                notice.




© 2012 Altimeter Group                                                                                                 #AGAcademy

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Training for Social Media Success

  • 1. Training for Social Media Success: How Internal Education Can Make or Break a Social Business August 23, 2012 #AGAcademy Charlene Li, Founder and Partner @charleneli
  • 2. 2 Agenda  Why Social Media Training is Important  Case Studies  How to Get Started  Altimeter Academy Offerings © 2012 Altimeter Group #AGAcademy
  • 3. 3 Why train on social media? Risk mitigation Scaling engagement © 2012 Altimeter Group #AGAcademy
  • 4. 4 Companies don’t want this to happen March 6, 2012: “Dinner w/Board tonite. Used to be fun. Now one must be on guard every second.” March 7, 2012: “Board meeting. Good numbers=Happy Board.” March 10, 2012: “I am logging off Twitter now because co-workers are looking at me as I'm laughing.” © 2012 Altimeter Group #AGAcademy
  • 5. 5 Honda Crosstour under Facebook fire Fans take to the page’s wall with gripes on Crosstour’s design © 2012 Altimeter Group #AGAcademy
  • 6. 6 Honda Crosstour under Facebook fire © 2012 Altimeter Group #AGAcademy
  • 7. 7 Honda Crosstour under Facebook fire Honda employee posing as fan © 2012 Altimeter Group #AGAcademy
  • 8. 8 Half of your employees use social media regularly – what can they say or not say? Joe works for Acme. Sally, a Facebook friend posts on Joe’s wall: “You know those widgets Acme makes? You work there -- would you recommend that I get some?” What does Joe do? © 2012 Altimeter Group #AGAcademy
  • 9. 9 Social touches all aspects of the organization Sales PR/Comms Finance Marketing Research Training must address Social more than just marketing Media and communications IT Brands Digital HR Legal © 2012 Altimeter Group #AGAcademy
  • 10. 10 There’s always a new network to learn © 2012 Altimeter Group #AGAcademy
  • 11. It’s about relationships. © 2012 Altimeter Group #AGAcademy
  • 12. Social media training is about developing judgment What you should do © 2012 Altimeter Group #AGAcademy
  • 13. Social media training is about developing judgment What you What you should do shouldn’t do © 2012 Altimeter Group #AGAcademy
  • 14. Social media training is about developing judgment What you What you Judgment is needed in between should do shouldn’t do © 2012 Altimeter Group #AGAcademy
  • 15. 15 Agenda  Why Social Media Training is Important  Case Studies  Dell  Cisco  Best Practices  How to Get Started  Altimeter Academy Offerings © 2012 Altimeter Group #AGAcademy
  • 16. 16 Dell’s engagement in social media was literally “sparked” Osaka, Japan June 2006 © 2012 Altimeter Group #AGAcademy
  • 17. 17 Value of “Direct2Dell” guided their response © 2012 Altimeter Group #AGAcademy
  • 18. 18 Need to Scale drove Dell’s social media vision Number of posts a day about Dell 25,000 4,000 2006 2012 “Embedding Social Media Across the Fabric of Dell” © 2012 Altimeter Group #AGAcademy
  • 19. 19 Dell’s approach to social media training  Start with social media principles and strategy to make sure everyone is aligned on goals • What do you *have* to know in order to get engaged?  Focus is on how Dell uses social media to engage • Not what is Twitter and what it does • But the reason and logic for the way Dell uses Twitter © 2012 Altimeter Group #AGAcademy
  • 20. 20 Social Media and Community University (aka SMaC U) Course levels: 101: Principles 201: Dell’s Strategy 301: Brand Guidelines 401: Platform Specific To date, 6,000 employees trained and certified to engage on behalf of Dell Photos provided by Dell. Dell Social Media and Community University. © 2012 Altimeter Group #AGAcademy
  • 21. 21 Components of Dell Training  Engagement, not “training” • Takes 8 hours to be certified  Delivered in-person • 2 full-time trainers • 15 superusers train in EMEA and APJ, and translate materials  Use Chatter to continue learning “on the job” Photos provided by Dell. Dell Social Media and Community University. © 2012 Altimeter Group #AGAcademy
  • 22. SMaC Training Completion Certificate Photos provided by Dell. Dell Social Media and Community University. © 2012 Altimeter Group #AGAcademy
  • 23. 23 Best Practices from Dell’s Social Media Training Program  Grounded in a strategy and vision for the role of social media at Dell.  Committed to ongoing learning, not one-time training.  Customized and specific to Dell’s circumstances.  Focused on maximizing opportunities as well as mitigating risks. © 2012 Altimeter Group #AGAcademy
  • 24. 24 Cisco’s approach to Social Media Training  Multi-track approach to meet specific needs • Social strategists, primary job is social • Subject matter experts, communication specialists, where social is only part of their job or not part of it at all • Executives • All employees  Multi-tiered to offer advanced social strategists deeper training  To date, 40 courses developed • With employees and contractors from all over the company and regions participating • Full-time trainer delivers several courses throughout the month and also develops the coursework • Producer takes on the burden of producing the course for trainer can focus on the content and instruction full-time © 2012 Altimeter Group #AGAcademy
  • 25. 25 Focus on best practices  Courses last only 30-45 minutes, with Q&A • Delivered via Webex • Recorded for future playback  Recognition, reporting and posting of course accomplishments internally, includes “badging”  Example: Writing for Social Media Core Course 1. Learn the strategy behind the communication style 2. Elective course for more practical applications 3. Virtual groups further develop best practices 4. Supplement with hands-on labs 5. Community forum discussions, resources, and networking that’s available 24/7  At the end of the course, instructions on what to do next © 2012 Altimeter Group #AGAcademy
  • 26. 26 Executive Training also is a key component  How they can support social media efforts • Understand the opportunities created by social media • Protect reputation of the company • Build their own reputations, social interactions, and networks  How to participate themselves • Directly if they are comfortable with social media - Writing for social media, how to build a following • Or working with the external communications team that supports that executive • Participate in the social media reverse mentoring program to get one-on-one training © 2012 Altimeter Group #AGAcademy
  • 27. 27 Training for all Cisco employees  Focus: Provide a better understanding of social media principles, best practices, and application internally • Courses are focused in areas Cisco believes are important to developing and implementing social media efforts that support the company’s integrity and reputation. • Participants achieve a higher comfort level and understanding of ways to leverage social media, empowering them and supporting the company’s philosophy of supporting use of this channel. • Gaming incentives and growth opportunities are included through badges and certifications to motivate participants  Any Cisco employee or contractor engaging in social media must read and accept (e-signature) the company’s social media policy before participating • With this e-signature, Cisco can chart who has accepted it © 2012 Altimeter Group #AGAcademy
  • 28. 28 Agenda  Why Social Media Training is Important  Case Studies  How to Get Started  Altimeter Academy Offerings © 2012 Altimeter Group #AGAcademy
  • 29. 29 Creating a Social Media Training Program  Determine business goals being supported by social media strategy and efforts.  Review social media policies and guidelines and their role in the education program.  Understand training needs for each role, especially around opportunities and risks.  Agree on measurement that will be used to assess the success of training.  Prioritize training needs.  Create training program based on those prioritized needs. © 2012 Altimeter Group #AGAcademy
  • 30. 30 Business goals and social media strategy give focus to training Be clear about business goals being supported. Understand how social media will support those specific goals. © 2012 Altimeter Group #AGAcademy
  • 31. 31 Policy and guidelines reviews  Ensure that two key social media policies are in place and robust: 1. General use of social media. 2. Use of social media for company purposes.  Key areas to review: • Does it cover what employees can/should do in personal social media with regards to your company? • Are there clear examples of what to do in additional to what not to do? • Is there a shortened version that can be quickly reviewed? • Is there a process for managers to follow in case there are issues? • Are guidelines and process in place for people to follow • Is governance clear on how to make decisions and resolve issues? © 2012 Altimeter Group #AGAcademy
  • 32. 32 3 Roles Require Differentiated Training Social Executives Strategists Marketing/ Employees Comms © 2012 Altimeter Group #AGAcademy
  • 33. 33 Example Learning Objectives and Measurement Element Executives Communications/M Employees arketing Goal Support and lead a Develop new skills Mitigate risk and social business to engage prepare for possible successfully in social engagement media Near-term Do executives have Are social media Are there fewer metrics a better initiatives having an incidences and understanding and impact on the problems related to of how social media business? social media? supports business objectives? Long-term Are executives pro- Is the business Are employees metrics actively leading the transforming to be engaging on behalf company in more social in all of the company and becoming a social departments? having an impact on business? key business goals? © 2012 Altimeter Group #AGAcademy
  • 34. 34 Measurement: Beyond participant satisfaction Type of Examples of Immediate Post- Examples of 90-Day Follow Up Question Training Survey Questions Survey Questions Job I will be able to apply the skills and I have been able to apply the skills and Impact knowledge on the job. If yes, provide knowledge on the job. If not, describe examples of how you will apply. why not. This training will improve my job This training has improved my job performance performance (give examples) Business This training will have a significant This training has had a significant Results impact on: (select all that apply) impact on: (select all that apply and give • increasing customer satisfaction, examples) • increasing quality, • increasing customer satisfaction, • increasing productivity, • increasing quality, • increasing revenue, • increasing productivity, • decreasing cost of sales, • increasing revenue, • increasing customer satisfaction, • decreasing cost of sales, • decreasing cycle time, • increasing customer satisfaction, • decreasing risk • decreasing cycle time, • decreasing risk © 2012 Altimeter Group #AGAcademy
  • 35. 35 Additional Training Program Best Practices  Center the training on principles, strategies, and frameworks so that it stand the test of time.  Start with simple guidelines and evolve them.  Focus on continuous learning, not training.  Train your executives first. You’ll need their support to roll-out the rest of the training.  Be clear about the goal and impact of training – if you can’t measure it, you won’t get the support needed.  Get help from your partners. • Tool vendors like Lithium and HootSuite. • Agencies and consulting firms. © 2012 Altimeter Group #AGAcademy
  • 36. 36 Agenda  Why Social Media Training is Important  Case Studies  How to Get Started  Altimeter Academy Offerings © 2012 Altimeter Group #AGAcademy
  • 37. 37 What companies seek in training  Customized to the company’s situation • No company approaches social media in the same way, with the same goals  Consistent with the social media strategy and social media policies/guidelines  Integrated into the learning management system • Knows who took which courses, helps with internal “certifications”  Regularly updated  Knowledgeable trainers © 2012 Altimeter Group #AGAcademy
  • 38. 38 Altimeter’s approach to Social Media Training  Focus on business goals and how social media supports the relationships needed to accomplish those goals  Based on frameworks that will stand the test of time and changing technologies  Modeled on best practices uncovered from research and client engagements  Customized to meet the needs of the client • By role • Governance and risk mitigation needs (social media policy) • Assertiveness in social media © 2012 Altimeter Group #AGAcademy
  • 39. 39 Common strategic framework underlies the training • Learn: what we can learn from customers and community Dialog • Dialog: the nature of our interactions with them Advocate • Advocate: how we build Learn advocacy among customers Support and community • Support: how we support them Innovate via social channels • Innovate: using customer and community to drive innovation © 2012 Altimeter Group #AGAcademy
  • 40. 40 Altimeter Academy Offerings Program Outcomes Training Program Social media training program for the organization Development that lays out learning objectives, curriculum highlights, and resources/people needed for execution. Social Media Policies Audit of existing social media policies with Review recommendations on how to improve. Executive Training Enable Executives to be proactive leaders of the social business, instead of reactive. Social Strategist Training Enable Strategists to create social strategies and initiatives that support business goals. Marketing/Communications Execute high-quality social media initiatives. Training All Employee Training Under development. Virtual e-Learning on social media policy compliance customized to the org. © 2012 Altimeter Group #AGAcademy
  • 41. 41 Summary  Confident, socially-engaged executives and employees are central to your success.  Acquiring those skills requires a robust learning program centered on a coherent social strategy, principles, and policies.  Focus the program on creating judgment to handle new forms of engagement, rather than on platform-specific guidelines. © 2012 Altimeter Group #AGAcademy
  • 42. THANK YOU Charlene Li charlene@altimetergroup.com charleneli.com Twitter: charleneli Disclaimer: Although the information and data used in this report have been produced and processed from sources believed to be reliable, no warranty expressed or implied is made regarding the completeness, accuracy, adequacy or use of the information. The authors and contributors of the information and data shall have no liability for errors or omissions contained herein or for interpretations thereof. Reference herein to any specific product or vendor by trade name, trademark or otherwise does not constitute or imply its endorsement, recommendation or favoring by the authors or contributors and shall not be used for advertising or product endorsement purposes. The opinions expressed herein are subject to change without notice. © 2012 Altimeter Group #AGAcademy

Notas del editor

  1. Gene Morphis, CFO of Francesca’s Holdings Corp., was fired in May 2012 for 'improperly' communicating through social networks. He used Twitter to write about Francesca's Holdings Corp., its results and dealings between investors and his board.He tweeted details of goings-on within his company from an account under the handle 'theoldcfo’: Dinner w/Board tonite. Used to be fun. Now one must be on guard every second' he told his followers on March 6.The following day he followed up with: 'Board meeting. Good numbers=Happy Board.’Greg Brenneman, Chairman of the Board of Directors, said in a statement that the company was 'disappointed by this situation'.'We expect our executives to comply with all Company policies,' he said.
  2. In Sept. 2009, Honda launched a Facebook Page dedicated to the upcoming release of their new vehicle – the Honda Accord Crosstour. This CUV derives its design from Honda’s popular Accord model, but takes some design elements from an SUV. After creating their Facebook page and uploading some Crosstour photos, Honda has been absolutely overwhelmed with negative comments about the car’s design. There are many people who just plain hate the new Crosstour design and the Crosstour’s Facebook Page is a public stomping ground for Honda.To make the situation an even worse PR disaster for Honda, their Manager of Product Planning Eddie Okubo decided to leave a positive comment on the wall, posing as a non-employee, only to be outed by other Facebook users. According to The Garage Blog, “Honda deleted Eddie’s comments citing that they did so because he did not identify himself as an employee of Honda, and is not a spokesperson for the company.”In a message to its Facebook fans, Honda has since stated:Arguably, the two studio photos we posted didn’t give you enough detail, nor were they the best to showcase the vehicle. There are more photos on the way. Maybe it’s like a bad yearbook photo or something, and we think the new photos will clear things up.Many of you don’t like the styling: It may not be for everyone. Our research suggests that the styling does test well among people shopping for a crossover.Source: http://www.businessblunder.com/2009/09/honda-accord-crosstour-facebook-page-disaster/
  3. In Sept. 2009, Honda launched a Facebook Page dedicated to the upcoming release of their new vehicle – the Honda Accord Crosstour. This CUV derives its design from Honda’s popular Accord model, but takes some design elements from an SUV. After creating their Facebook page and uploading some Crosstour photos, Honda has been absolutely overwhelmed with negative comments about the car’s design. There are many people who just plain hate the new Crosstour design and the Crosstour’s Facebook Page is a public stomping ground for Honda.To make the situation an even worse PR disaster for Honda, their Manager of Product Planning Eddie Okubo decided to leave a positive comment on the wall, posing as a non-employee, only to be outed by other Facebook users. According to The Garage Blog, “Honda deleted Eddie’s comments citing that they did so because he did not identify himself as an employee of Honda, and is not a spokesperson for the company.”In a message to its Facebook fans, Honda has since stated:Arguably, the two studio photos we posted didn’t give you enough detail, nor were they the best to showcase the vehicle. There are more photos on the way. Maybe it’s like a bad yearbook photo or something, and we think the new photos will clear things up.Many of you don’t like the styling: It may not be for everyone. Our research suggests that the styling does test well among people shopping for a crossover.
  4. In Sept. 2009, Honda launched a Facebook Page dedicated to the upcoming release of their new vehicle – the Honda Accord Crosstour. This CUV derives its design from Honda’s popular Accord model, but takes some design elements from an SUV. After creating their Facebook page and uploading some Crosstour photos, Honda has been absolutely overwhelmed with negative comments about the car’s design. There are many people who just plain hate the new Crosstour design and the Crosstour’s Facebook Page is a public stomping ground for Honda.To make the situation an even worse PR disaster for Honda, their Manager of Product Planning Eddie Okubo decided to leave a positive comment on the wall, posing as a non-employee, only to be outed by other Facebook users. According to The Garage Blog, “Honda deleted Eddie’s comments citing that they did so because he did not identify himself as an employee of Honda, and is not a spokesperson for the company.”In a message to its Facebook fans, Honda has since stated:Arguably, the two studio photos we posted didn’t give you enough detail, nor were they the best to showcase the vehicle. There are more photos on the way. Maybe it’s like a bad yearbook photo or something, and we think the new photos will clear things up.Many of you don’t like the styling: It may not be for everyone. Our research suggests that the styling does test well among people shopping for a crossover.