Six Important Shifts for
Social Media Strategy
Dave Fleet, VP Digital, Edelman




Edelman.com
@davefleet
What’s going wrong?
We’ve gone from this…
…to this.




            !! <Grumble>
Shiny objects dominate discussion…
…as do shiny tactics
Basement punditry is prevalent
Fueled by a campfire mentality.




                                  Flickr: usnationalarchives
We’re living in a fishbowl…




                              Flickr: Christian O. Harris
…while the “#Fail police” circle
Companies are using social like a slot machine




Flickr: ragingwire
1.   Social business
2.   Objectives
3.   Measurement
4.   Integration
5.   Content
6.   Community Management
1. Social Business: Step away from shiny
SOCIAL BUSINESS
Let the bees do the buzzing




                              Stock.schng: unaranja
SOCIAL BUSINESS
Change the conversation



     • Ask “why”
     • GMOOT  Business objectives
     • Know when to step away
SOCIAL BUSINESS
Focus on the less shiny object
SOCIAL BUSINESS
The social brand is only half the puzzle
                                              Programs

                                         Community Management
                                               Marketing
                                            Customer Service
                                            Communications
                                                 Events
                                               Campaigns
                                                Advocacy
                                                  Crisis



       SOCIAL BRAND
                 (External)




      Source:
      Edelman 2011, edelmandigital.com
SOCIAL BUSINESS
Social business enables the social brand
                                                Programs

                                          Community Management
                                                Marketing
                                             Customer Service
                                             Communications
                                                  Events
                                                Campaigns
                                                 Advocacy
                                                   Crisis



        SOCIAL BRAND                                                SOCIAL BUSINESS
                  (External)                                            (Internal)

                                                 Training
                                                  Process
                                               Collaboration
                                             Organization Models
                                          Research & Development
       Source:
       Edelman 2011, edelmandigital.com
                                            Policies & Guidelines
                                             Knowledge Sharing
                                                   Culture
                                              Infrastructure
SOCIAL BUSINESS
The social company integrates both
                                               Programs

                                         Community Management
                                               Marketing
                                            Customer Service
                                            Communications
                                                 Events
                                               Campaigns
                                                Advocacy
                                                  Crisis



       SOCIAL BRAND                      MEASURABLE OUTCOMES       SOCIAL BUSINESS
                 (External)                                            (Internal)

                                                Training
                                                 Process
                                              Collaboration
                                            Organization Models
                                         Research & Development
      Source:
      Edelman 2011, edelmandigital.com
                                           Policies & Guidelines
                                            Knowledge Sharing
                                                  Culture
                                             Infrastructure
SOCIAL BUSINESS
    From social tactics to social business
I    • Steering Committee Identified        • Social Enterprise Architecture        • Partners Coordinated & Connected           • Systems Integrated on Back End
N    • Governance models in place             Constructed                             To Internal Lead                           • Employees, Partners, &
T    • Internal network deployed            • Rules Of Engagement Circulated        • Social CMS Tools & Internal Staffing       Customers Connected
E    • Listening tools & process in place   • Early Adopter Training Initiated      Formalized                                   • Culture of Organization More
R    • KPI/Measurement Framework            • Monitoring/Analytics inform policy,   • Regional Additions to Steering             Adaptable
       Established                            process and content                     Committee
N                                                                                                                                • People, Processes & Platform
     • Policy established                   • Community Management Plan             • Training Rolled Out In Across                Maturity Well Established
A                                             Activated                               Entire Organization
L    • Center of Excellence Identified



                 CRAWL                                  WALK                                     RUN                                              FLY
     POLICY, PROCESS, PROCEDURE               PROPERTY MANAGEMENT                    ECOSYSTEM ENGAGEMENT                             SOCIAL INNOVATION &
E                                                                                                                                         INTEGRATION
X     • Public Facing Moderation Policy     • Social properties enhanced            • Influencer Partnerships formed
T     • Community Coordination              • Voice and tone established            • Platform Partnerships solidified           • Ambassador Programs operating
E                                                                                                                                  globally
      • Content Development                 • Influencers identified                • Engagement at scale established
R                                                                                                                                • Employees engaged systematically
      • Controlled Paid Media in Social     • Test & learn pilots launched          • Coordination Exists Between
N                                                                                     Social, Owned, Mainstream &                • Systems integrated on front end
                                            • Content Published Across
A                                           Multiple Properties                       Hybrid Properties                          • All business function integrate
      Source:                                                                       • Measurement, KPI’s Formalized &              social layer
L
      Edelman 2011, edelmandigital.com                                                Standardized Across Organization           • Product /service innovations result



    AD HOC SOCIAL MEDIA TACTICS                                                                                              THE BUSINESS ITSELF IS SOCIAL
2. Set better objectives
Stop setting the wrong objectives




                                                                           OBJECTIVES
                             Specific
                             Measurable
    Dumb                     Achievable
                             Relevant
                             Time-bound

                             Increase awareness of the benefits of a
    Gain 100,000 followers   specific attribute among female New Yorkers
                             aged 25-34 by 20% from June to September
The Strategy Pyramid




                                                    OBJECTIVES
                                      Business
                                      Objectives


                                     Social Media
                                         Goals



                                       Program
                                      Objectives




                                       Strategy


  Source: Dave Fleet
  Edelman 2012, edelmandigital.com
                                        Tactics
Setting better objectives


    1.Tie back to business objectives
    2.Consider the context
    3.Stay above the “how” and “what”
    4.Ensure objectives are measurable
3. Measure against objectives
Measurement is a challenge for companies




                                           MEASUREMENT
Problems with measurement




                                       MEASUREMENT
   1. Focusing on the wrong things
   2. Unrealistic over true meanings
   3. Made-up numbers
   4. Lack of insights focus
Focus on the right things




                            MEASUREMENT
Know what the numbers mean




                                        MEASUREMENT
               “Right now you may
               only reach 16% of your
               fans each week.”
Declare war on made-up metrics




                                                                                                               MEASUREMENT
    “…multipliers are “silly” and should never be
    applied unless proven to exist in a specific
    case.”      Barcelona Declaration of Research Principles, 2010
                     http://www.instituteforpr.org/2010/06/the-barcelona-declaration-of-research-principles/
Generate and drive insights




                                                                                                      MEASUREMENT
                                                     Business Objectives


  Measurable                               Insight-fueled                                 Results
                                                                   Course correction
  objectives                                    plans                                   measurement




  Strategy                                 Planning                 Execution          Assessment
        Source: Dave Fleet
        Edelman 2012, edelmandigital.com
Generate and drive insights




                                                    MEASUREMENT
                         BUILDS ON
                         EXISTING
                         COMMUNITY
                         EQUITY




    ACTIVE                                ACTIVE
   CAMPAIGN                              CAMPAIGN
     SPIKE                                 SPIKE
                    ABANDONMENT VALLEY
              MANAGED COMMUNITY



              CONSUMER CONVERSATIONS
Generate and drive insights




                                                                                                      MEASUREMENT
                                                     Business Objectives


  Measurable                               Insight-fueled                                 Results
                                                                   Course correction
  objectives                                    plans                                   measurement




  Strategy                                 Planning                 Execution          Assessment
        Source: Dave Fleet
        Edelman 2012, edelmandigital.com
We can’t measure in isolation




                                                   MEASUREMENT
                                Flickr: deartistzwei
4. Integrate and bust silos
There’s a tug-of-war over social media




                                                         INTEGRATION
                                  Flickr: JoePhilipson
Silos persist, but everyone wants social




                                                                                     INTEGRATION
marketing                 public           human      customer           product
                         relations        resources    service         development




“To stand out in a commoditized market, companies must understand what
customers truly value. The only way to do that is to break down the traditional,
often entrenched, silos and unite resources to focus directly on customer needs."
~Ranjay Gulati, Harvard Business Review
Transmedia storytelling




                          CONTENT
Four approaches to integration




                                 INTEGRATION
       1.Tactical execution
       2.Reporting structures
       3.Governance
       4.Organizational models
Integrate at the tactical level




                                  INTEGRATION
        1.Co-opt others
        2.Pay it forward
        3.Think long-term
        4.Work broadly
Integrate through reporting structures




                                              INTEGRATION
                                         44
Integrate through governance




                                                                                                                                  INTEGRATION
                                                                                                         INTEGRATION
                                                            B

 GLOBAL DIGITAL                   SOCIAL                            P      B = BRANDS, P = PARTNERS, O = OPERATIONS
    SERVICES                      MEDIA
                                COMMITTEE
                                                                O



                                                                          AGENCY
                                                                         PARTNERS



    SOCIAL          YES                                                                                        L
                                  WHICH                   BRAND                                 PILOT                   RESULTS
    MEDIA                                                               BRAND TEAM
                                  BRAND?                    X                                 PROGRAM                  REPORTED
  COMMITTEE         NO                                                                                         M

               Source: Edelman 2011, edelmandigital.com
                                                                                                          L = LAUNCH
                                                                        TECHNOLOGY                        M = MEASURE
                                                                         PARTNERS


              PLANNING                                                     STRATEGY                     IMPLEMENTATION
Integrate through organization models




                                                                                                                                                                                    INTEGRATION
                                                                                               T
                                                                  T                                                             T
                                                                                              BT
                                                                                         S             D
                                                                  BT                                                            BT
                                                            S            D                   BRAND                      S               D

                     STRATEGY                                                BRAND           OR BU              BRAND                             T
                      Source: Edelman 2011, edelmandigital.com               OR BU                              OR BU
                                                T                                                                                                 BT
                                                                 BRAND                                                  BRAND               S          D
                                               BT                OR BU                                                  OR BU
                                          S             D
                                                                                                                                                PLANNING &

                                               T
                                                            BRAND                        COE                                BRAND
                                                                                                                                                INTEGRATION
                                                                                                                                                  T
                                                                OR BU                                                       OR BU
                                              BT                                                                                                  BT
                                         S              D                                                                                   S          D
                                                                      BRAND                                          BRAND
                                                                       OR BU                                         OR BU
                                                            T                                                                       T
KEY                                                                                 BRAND          BRAND
                                                            BT                      OR BU              OR BU                                                  IMPLEMENTATION
BT: BRAND OR BUSINESS UNIT TEAMS                                                                                                 BT
                                                    S              D                                                        S               D
T: TRADITIONAL                                                                 T                           T
D: DIGITAL
S: SOCIAL                                                                      BT                          BT
                                                                         S           D             S             D
                                                                                                                                                                               46
5. Create better content
Don’t just feed the beast




                            CONTENT
Consider:




               CONTENT
  Objectives
  Source
  Execution
Consider your content objectives




                                   CONTENT
Stay interesting by curating




                                                      CONTENT
                               Source: Timo Elliott
Curation Cycle




                                        CONTENT
       Identify   Frame   Collaborate
Executing your content plan




                              CONTENT
       1. Volume
       2. Mix
       3. Format
Content volume




                 CONTENT
Content mix




              CONTENT
Content format




                                                                                CONTENT
                                         Animation
                                                     Video
Webinar

                   White Paper     How-to
           Audio




                                                                    eBook
                                 Chart
                      FAQ



          Photo       Podcast Tip sheet              Presentation   Interview
                   Infographic   Cover photo         Case Study
The 5 C’s of community




                         CONTENT
6. Engage like a human
Embassies are your home away from home




                                                COMMUNITY
                          Embassies are an
                        established presence
                         where interactions,
                         conversations and
                          participation are
                        facilitated by one or
                         more Ambassadors
                           of the brand or
                          organization who
                           manages them.
Other peoples’ outposts need envoys




                                      COMMUNITY
Envoys are employees,
agents or members of
the public who are
willingly dispatched to
“outposts”—
properties that are not
owned or controlled
by the business, brand
or organization.
Even big companies get it wrong




                                  COMMUNITY
Balance humanizing brands, with process



        1.Embrace the 99%
        2.Establish processes to
          reduce risk
Choir-preaching brands miss the bigger opportunity




                                                       COMMUNITY
   Critic              Neutral              Advocate




                    Sentiment
Engagement Framework




                                                          COMMUNITY
                       Source: David Armano,
                       Edelman 2011, edelmandigital.com
In summary...

      1. Step away from the shiny object
      2. Set better objectives
      3. Measure against those objectives
      4. Integrate and bust open silos
      5. Plan and create better content
      6. Engage like a human
Thank you
              Dave Fleet, VP Digital, Edelman
              Dave.Fleet [at] edelman.com | Edelman.com




Edelman.com

Six Essential Shifts in Social Media Strategy

  • 1.
    Six Important Shiftsfor Social Media Strategy Dave Fleet, VP Digital, Edelman Edelman.com
  • 2.
  • 4.
  • 5.
  • 6.
    …to this. !! <Grumble>
  • 7.
  • 8.
  • 9.
  • 10.
    Fueled by acampfire mentality. Flickr: usnationalarchives
  • 11.
    We’re living ina fishbowl… Flickr: Christian O. Harris
  • 12.
    …while the “#Failpolice” circle
  • 13.
    Companies are usingsocial like a slot machine Flickr: ragingwire
  • 15.
    1. Social business 2. Objectives 3. Measurement 4. Integration 5. Content 6. Community Management
  • 16.
    1. Social Business:Step away from shiny
  • 17.
    SOCIAL BUSINESS Let thebees do the buzzing Stock.schng: unaranja
  • 18.
    SOCIAL BUSINESS Change theconversation • Ask “why” • GMOOT  Business objectives • Know when to step away
  • 19.
    SOCIAL BUSINESS Focus onthe less shiny object
  • 20.
    SOCIAL BUSINESS The socialbrand is only half the puzzle Programs Community Management Marketing Customer Service Communications Events Campaigns Advocacy Crisis SOCIAL BRAND (External) Source: Edelman 2011, edelmandigital.com
  • 21.
    SOCIAL BUSINESS Social businessenables the social brand Programs Community Management Marketing Customer Service Communications Events Campaigns Advocacy Crisis SOCIAL BRAND SOCIAL BUSINESS (External) (Internal) Training Process Collaboration Organization Models Research & Development Source: Edelman 2011, edelmandigital.com Policies & Guidelines Knowledge Sharing Culture Infrastructure
  • 22.
    SOCIAL BUSINESS The socialcompany integrates both Programs Community Management Marketing Customer Service Communications Events Campaigns Advocacy Crisis SOCIAL BRAND MEASURABLE OUTCOMES SOCIAL BUSINESS (External) (Internal) Training Process Collaboration Organization Models Research & Development Source: Edelman 2011, edelmandigital.com Policies & Guidelines Knowledge Sharing Culture Infrastructure
  • 23.
    SOCIAL BUSINESS From social tactics to social business I • Steering Committee Identified • Social Enterprise Architecture • Partners Coordinated & Connected • Systems Integrated on Back End N • Governance models in place Constructed To Internal Lead • Employees, Partners, & T • Internal network deployed • Rules Of Engagement Circulated • Social CMS Tools & Internal Staffing Customers Connected E • Listening tools & process in place • Early Adopter Training Initiated Formalized • Culture of Organization More R • KPI/Measurement Framework • Monitoring/Analytics inform policy, • Regional Additions to Steering Adaptable Established process and content Committee N • People, Processes & Platform • Policy established • Community Management Plan • Training Rolled Out In Across Maturity Well Established A Activated Entire Organization L • Center of Excellence Identified CRAWL WALK RUN FLY POLICY, PROCESS, PROCEDURE PROPERTY MANAGEMENT ECOSYSTEM ENGAGEMENT SOCIAL INNOVATION & E INTEGRATION X • Public Facing Moderation Policy • Social properties enhanced • Influencer Partnerships formed T • Community Coordination • Voice and tone established • Platform Partnerships solidified • Ambassador Programs operating E globally • Content Development • Influencers identified • Engagement at scale established R • Employees engaged systematically • Controlled Paid Media in Social • Test & learn pilots launched • Coordination Exists Between N Social, Owned, Mainstream & • Systems integrated on front end • Content Published Across A Multiple Properties Hybrid Properties • All business function integrate Source: • Measurement, KPI’s Formalized & social layer L Edelman 2011, edelmandigital.com Standardized Across Organization • Product /service innovations result AD HOC SOCIAL MEDIA TACTICS THE BUSINESS ITSELF IS SOCIAL
  • 24.
    2. Set betterobjectives
  • 25.
    Stop setting thewrong objectives OBJECTIVES Specific Measurable Dumb Achievable Relevant Time-bound Increase awareness of the benefits of a Gain 100,000 followers specific attribute among female New Yorkers aged 25-34 by 20% from June to September
  • 26.
    The Strategy Pyramid OBJECTIVES Business Objectives Social Media Goals Program Objectives Strategy Source: Dave Fleet Edelman 2012, edelmandigital.com Tactics
  • 27.
    Setting better objectives 1.Tie back to business objectives 2.Consider the context 3.Stay above the “how” and “what” 4.Ensure objectives are measurable
  • 28.
  • 29.
    Measurement is achallenge for companies MEASUREMENT
  • 30.
    Problems with measurement MEASUREMENT 1. Focusing on the wrong things 2. Unrealistic over true meanings 3. Made-up numbers 4. Lack of insights focus
  • 31.
    Focus on theright things MEASUREMENT
  • 32.
    Know what thenumbers mean MEASUREMENT “Right now you may only reach 16% of your fans each week.”
  • 33.
    Declare war onmade-up metrics MEASUREMENT “…multipliers are “silly” and should never be applied unless proven to exist in a specific case.” Barcelona Declaration of Research Principles, 2010 http://www.instituteforpr.org/2010/06/the-barcelona-declaration-of-research-principles/
  • 34.
    Generate and driveinsights MEASUREMENT Business Objectives Measurable Insight-fueled Results Course correction objectives plans measurement Strategy Planning Execution Assessment Source: Dave Fleet Edelman 2012, edelmandigital.com
  • 35.
    Generate and driveinsights MEASUREMENT BUILDS ON EXISTING COMMUNITY EQUITY ACTIVE ACTIVE CAMPAIGN CAMPAIGN SPIKE SPIKE ABANDONMENT VALLEY MANAGED COMMUNITY CONSUMER CONVERSATIONS
  • 36.
    Generate and driveinsights MEASUREMENT Business Objectives Measurable Insight-fueled Results Course correction objectives plans measurement Strategy Planning Execution Assessment Source: Dave Fleet Edelman 2012, edelmandigital.com
  • 37.
    We can’t measurein isolation MEASUREMENT Flickr: deartistzwei
  • 38.
    4. Integrate andbust silos
  • 39.
    There’s a tug-of-warover social media INTEGRATION Flickr: JoePhilipson
  • 40.
    Silos persist, buteveryone wants social INTEGRATION marketing public human customer product relations resources service development “To stand out in a commoditized market, companies must understand what customers truly value. The only way to do that is to break down the traditional, often entrenched, silos and unite resources to focus directly on customer needs." ~Ranjay Gulati, Harvard Business Review
  • 41.
  • 42.
    Four approaches tointegration INTEGRATION 1.Tactical execution 2.Reporting structures 3.Governance 4.Organizational models
  • 43.
    Integrate at thetactical level INTEGRATION 1.Co-opt others 2.Pay it forward 3.Think long-term 4.Work broadly
  • 44.
    Integrate through reportingstructures INTEGRATION 44
  • 45.
    Integrate through governance INTEGRATION INTEGRATION B GLOBAL DIGITAL SOCIAL P B = BRANDS, P = PARTNERS, O = OPERATIONS SERVICES MEDIA COMMITTEE O AGENCY PARTNERS SOCIAL YES L WHICH BRAND PILOT RESULTS MEDIA BRAND TEAM BRAND? X PROGRAM REPORTED COMMITTEE NO M Source: Edelman 2011, edelmandigital.com L = LAUNCH TECHNOLOGY M = MEASURE PARTNERS PLANNING STRATEGY IMPLEMENTATION
  • 46.
    Integrate through organizationmodels INTEGRATION T T T BT S D BT BT S D BRAND S D STRATEGY BRAND OR BU BRAND T Source: Edelman 2011, edelmandigital.com OR BU OR BU T BT BRAND BRAND S D BT OR BU OR BU S D PLANNING & T BRAND COE BRAND INTEGRATION T OR BU OR BU BT BT S D S D BRAND BRAND OR BU OR BU T T KEY BRAND BRAND BT OR BU OR BU IMPLEMENTATION BT: BRAND OR BUSINESS UNIT TEAMS BT S D S D T: TRADITIONAL T T D: DIGITAL S: SOCIAL BT BT S D S D 46
  • 47.
  • 48.
    Don’t just feedthe beast CONTENT
  • 49.
    Consider: CONTENT Objectives Source Execution
  • 50.
    Consider your contentobjectives CONTENT
  • 51.
    Stay interesting bycurating CONTENT Source: Timo Elliott
  • 52.
    Curation Cycle CONTENT Identify Frame Collaborate
  • 53.
    Executing your contentplan CONTENT 1. Volume 2. Mix 3. Format
  • 54.
  • 55.
    Content mix CONTENT
  • 56.
    Content format CONTENT Animation Video Webinar White Paper How-to Audio eBook Chart FAQ Photo Podcast Tip sheet Presentation Interview Infographic Cover photo Case Study
  • 57.
    The 5 C’sof community CONTENT
  • 58.
  • 59.
    Embassies are yourhome away from home COMMUNITY Embassies are an established presence where interactions, conversations and participation are facilitated by one or more Ambassadors of the brand or organization who manages them.
  • 60.
    Other peoples’ outpostsneed envoys COMMUNITY Envoys are employees, agents or members of the public who are willingly dispatched to “outposts”— properties that are not owned or controlled by the business, brand or organization.
  • 61.
    Even big companiesget it wrong COMMUNITY
  • 62.
    Balance humanizing brands,with process 1.Embrace the 99% 2.Establish processes to reduce risk
  • 63.
    Choir-preaching brands missthe bigger opportunity COMMUNITY Critic Neutral Advocate Sentiment
  • 64.
    Engagement Framework COMMUNITY Source: David Armano, Edelman 2011, edelmandigital.com
  • 65.
    In summary... 1. Step away from the shiny object 2. Set better objectives 3. Measure against those objectives 4. Integrate and bust open silos 5. Plan and create better content 6. Engage like a human
  • 66.
    Thank you Dave Fleet, VP Digital, Edelman Dave.Fleet [at] edelman.com | Edelman.com Edelman.com