Social Media Strategy:
Mission, Tool, Metrics, Teach
            Jeffrey Levy
 Director of Web Communications
              US EPA

                                  Rev 4/12
Three Levels of Understanding
• What is this stuff?
• Why would gov’t use it?
• How do we get going?


 Where are you?
Breaking the Ice
• Personally or professionally, who has hands-on
  experience posting to:
  –   Twitter (anyone live tweeting this workshop)?
  –   Facebook?
  –   Other social networking sites?
  –   Photo sharing?
  –   Video sharing?
  –   Document or slide deck sharing?
  –   Wiki?

• Think of and share one word about feelings the
  words “social media” create in you
Agenda
• Videos and discussion on what social
  media means
• Presentation: brief overview of social
  media
• Break
• Mission, tool, metrics, teach: presentation
  and working on your own project, then
  reporting out
What is Social Media?

  Anything online where the viewer
can do something more than absorb:
 comment, rate, create content, etc.
Four Things to Remember
• Social media is free like a puppy is free.

• Social media is a set of tools. Don’t throw out the
  old just because you get something new.

• We’re in the first pitch of a baseball game.

• An expert is someone who knows one thing
  more than you do.
Videos and Discussion
• Information R/evolution: broad overview of how
  social media is changing how we think of and
  share information
  http://www.youtube.com/watch?v=-4CV05HyAbM


• Social Media Revolution: amazing stats
  http://www.youtube.com/watch?v=x0EnhXn5boM
What (tools)?
• Blogs                 • Business networking
• Microblogs            • RSS
• Social networking     • Mashups
• Widgets               • Idea generation
• Wikis                 • Social gaming
• Video/photo sharing   • Virtual worlds
• Podcasting            • Social news
• Document Sharing      • Social bookmarking
• Contests              • Location check-ins
What (figuratively)?
•   Collaboration (internal and external)
•   Interaction (comments, photos, videos)
•   “Force Multiplier” through sharing
•   Tools for adults
Why?
• Mission, mission, mission
    – So keep using older tools, too
• It’s where the people are
    – 4,000,000,000 daily YouTube views
    – 850,000,000 active Facebook users
•   More direct connection to people
•   We’re 17,000. They’re 7,000,000,000.
•   Chance to hear what others are saying
•   Competitive advantage in providing information
How?
•   It’s culture, not a tech issue
•   Trust: employees, the public
•   Develop some strategy, but not 400 pages
•   Experiment
How? (cont’d)
• Be ready to fail (fast, small)
• Be ready to succeed
   – Always ask “what’s next”?
   – Teach!
• Embrace criticism (it’s almost all useful)
• Accept that odd things will happen
• Acknowledge that fear, confusion, wonder,
  excitement are all normal
How to Get Started: Try It
• GovLoop.com

• Twitter (to start, just follow people)

• Facebook (try everything: groups, apps, causes,
  upload pics, add links, etc.)

• Read blogs on social media

• Post videos to YouTube, photos to Flickr,
  Documents to Scribd, slide decks to Slideshare

• Listen to a few podcasts
And now a word about …
Privacy.            No advertising.                Copyright.
                            No              Corporate branding.           Official source.
                        Permanent              Promotion of
                         Cookies.                outside                     Records
    Lack of              COPPA.               organizations.                management
  guidance on                                  Procurement
  social media                  FOIA
                                                                      Augmenting
                                                                     appropriation.
                        Accessibility.                            Soliciting donations.
                        Section 508.            FACA                Anti-Deficiency.




                              Web 2.0 Policy
  Information architecture.              IT Security.                        Resources.
Content management systems.                                                   Culture.
                                     Unproven technology.
                                                                             Knowledge.

                                          Infrastructure
                                         support of Web
         Govt info on                           2.0
          non-govt                                                           Restricted
          Servers                                                          access on govt
AAAARRGGGHHHH
How to Get Started (Projects)
•   Review the stuff about culture
•   Thicken your skin
•   Start small, grow over time
•   Go to lunch with:
    – Your IT folks
    – Your attorneys
    – People who have found success
How to Convince Your Boss
• Mission: use gov’t words, not technologies
  – Not Blog: “connecting with our stakeholders”
  – Not YouTube: “video where people can find it”
• Stay high-level, not technical
• More:
  levyj413.wordpress.com/2009/05/12/how-to-talk-to-managers-about-socia
Now It’s Your Turn!

           Putting
Mission, Tool, Metrics, Teach
         Into Action
Social Media Strategy: Mission, Tool, Metrics, Teach
Mission
• What's your mission need or goal?
  – Think broadly: go beyond regulations
  – Engage, not just direct

• Who are your target audiences?

• What are their top tasks online, and how
  does your mission play into those?
Mission Example:
          Earth Day and EPA
• What's our mission need or goal?
  Get people to protect the environment

• Who are our target audiences?
  Everyone in their daily lives, not at work

• What are their top tasks online related to our
  mission?
  Learning what they can do, protecting
  themselves, purchasing, recycling
Mission: More Examples
• Policy forums

• Community-building: convening, not directing

• Hearing about problems (traffic, crime, etc.)

• Educating beyond our own websites

• Engaging people’s creativity
Mission: Your Turn
• What's your mission need or goal?
• Who's your target audience?
• What are their top tasks online, and how
  does your mission play into those?


             Take 5 minutes
Tool
• What tools or channels will help you most
  directly serve your mission and your
  audiences' needs?
• Think multi-channel
• Remember “traditional” tools
Tool: EPA Examples
• Earth Day
  –   News release
  –   Facetweets
  –   Podcasts
  –   Photo, video projects
  –   Widget
  –   Home page banner
  –   Email
  –   Videos

• Jobs
  – Email
  – Auto-tweet
  – Auto-Facebook posts (researching new FB page)
Tool: More Examples
• Policy forums: blogs, social networking

• Community-building: social networking, wikis

• Hearing about problems: mashups, mapping,
  mobile reporting apps

• Educating beyond our own websites: widgets,
  social networking, blogging, microblogging

• Engaging people’s creativity: photo/video
  sharing, contests
Tool: Your Turn
• What tools or channels will help you most
  directly serve your mission and your
  audiences' needs?
• Think multi-channel
• Remember “traditional” tools


             Take 5 minutes
Metrics
• What defines success qualitatively for this project?
  Engagement is what matters, but isn’t always easy to
  demonstrate

• What can you measure that will describe quantitatively
  how it's going? Much is available from some tools, not
  much from others (and keep staffing and budget in mind)

• How often will you measure?

• Name benchmarks that will tell you whether you're
  succeeding.
Metrics Example:
         Earth Day and EPA
• What defines success qualitatively for Earth
  Day?
  – People taking action
  – People owning the environment
  – People teaching others
  – People changing how they purchase, use, and toss
    out stuff
  – Attitudes toward EPA and EPA’s mission improve
Metrics Example:
         Earth Day and EPA
• What can we measure that will describe
  quantitatively how it's going?
  – Views: website, Facebook, YouTube, widgets
  – Reach: retweets, shares, likes, people
    participating
  – Contest/project entries: photos, videos, apps
  – Comments left (# and nature)
  – Anecdotes: look especially for evidence of
    action
Metrics Example:
         Earth Day and EPA
• How often did we measure?
  – Daily, weekly, or overall depending on the
    effort
• Name benchmarks that told us whether
  we succeeded
  – To be honest, we didn’t do this; just did
    summary reports
  – Still trying to figure out what “big” means (is
    60,000 email subscribers a lot?)
Metrics: More Examples
• Policy forums: # of comments, # of participants, # of useful
  ideas that emerged (esp. if they changed the policy direction)

• Community-building: size of network, level of activity,
  actions that emerged

• Hearing about problems: # of reports, # of resulting actions

• Educating beyond our own websites: page views,
  followers/fans, # of widget installations

• Engaging people’s creativity: # of participants, # of entries
Metrics: Your Turn
• What defines success qualitatively for this project?

• What can you measure that will describe qualitatively
  how it's going?

• How often will you measure?

• Name benchmarks that will tell you whether you're
  succeeding.


                 Take 5 minutes
Teach
• How will you share what you've learned
  from this project in your own organization?

• How will you share what you've learned
  beyond your organization?
Teaching Example:
           Earth Day and EPA
•   Tweeted results
•   Taught webinars
•   Spoke at conferences
•   Briefed management
•   Incorporated lessons into other briefings
Teaching: More Examples
• Same methods as above for all examples, plus:
   – Training videos
   – Recorded webinars for later viewing
   – Create policy or guidance documents
Teach: Your Turn
• How will you share what you've learned
  from this project in your own organization?

• How will you share what you've learned
  beyond your organization?


             Take 5 minutes
Resources: Social Media
•   Jeffrey Levy
     –   Twitter: http://twitter.com/levyj413
     –   Slideshare (including this workshop): http://slideshare.net/levyj413
     –   Infrequent blog: http://www.govloop.com/profiles/blog/list?user=28e2wynnsadv3
     –   (I'm on LinkedIn, but check in only every several months)
     –   (I'm on Facebook, but for personal sharing, not related to work)

•   Social media for beginners: Jeffrey Levy blog post linking to resources,
    including today's videos:
    http://www.govloop.com/profiles/blogs/social-media-resources-for-beginners

•   Govloop: social network for people in and around gov't (just crossed 50,000
    members): http://govloop.com

•   Many gov't and private-sector social media policies:
    http://govsocmed.pbworks.com/w/page/15060450/Web%202%200%20Governanc
Resources: MTMT
•   Mission
    – 10 Communications Objectives of Social Media:
      http://www.chrisbrogan.com/10-communications-objectives-of-social-media

•   Tool
    – Search for tips and tricks
•   Metrics
    – Blog post with good additional links:
      http://andrewpwilson.posterous.com/a-new-take-on-social-media-metrics-for-govern
    – Category of one blog related to measurement:
      http://www.web-strategist.com/blog/category/social-media-measurement/
    – One view on 10 social media metrics to monitor:
      http://socialtimes.com/social-media-metrics_b2950
    – How far did your tweet go? http://tweetreach.com . http://topsy.com
    – Twitter stats: http://tweetstats.com
• Teach: try out Slideshare and Scribd

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Social Media Strategy: Mission, Tool, Metrics, Teach

  • 1. Social Media Strategy: Mission, Tool, Metrics, Teach Jeffrey Levy Director of Web Communications US EPA Rev 4/12
  • 2. Three Levels of Understanding • What is this stuff? • Why would gov’t use it? • How do we get going? Where are you?
  • 3. Breaking the Ice • Personally or professionally, who has hands-on experience posting to: – Twitter (anyone live tweeting this workshop)? – Facebook? – Other social networking sites? – Photo sharing? – Video sharing? – Document or slide deck sharing? – Wiki? • Think of and share one word about feelings the words “social media” create in you
  • 4. Agenda • Videos and discussion on what social media means • Presentation: brief overview of social media • Break • Mission, tool, metrics, teach: presentation and working on your own project, then reporting out
  • 5. What is Social Media? Anything online where the viewer can do something more than absorb: comment, rate, create content, etc.
  • 6. Four Things to Remember • Social media is free like a puppy is free. • Social media is a set of tools. Don’t throw out the old just because you get something new. • We’re in the first pitch of a baseball game. • An expert is someone who knows one thing more than you do.
  • 7. Videos and Discussion • Information R/evolution: broad overview of how social media is changing how we think of and share information http://www.youtube.com/watch?v=-4CV05HyAbM • Social Media Revolution: amazing stats http://www.youtube.com/watch?v=x0EnhXn5boM
  • 8. What (tools)? • Blogs • Business networking • Microblogs • RSS • Social networking • Mashups • Widgets • Idea generation • Wikis • Social gaming • Video/photo sharing • Virtual worlds • Podcasting • Social news • Document Sharing • Social bookmarking • Contests • Location check-ins
  • 9. What (figuratively)? • Collaboration (internal and external) • Interaction (comments, photos, videos) • “Force Multiplier” through sharing • Tools for adults
  • 10. Why? • Mission, mission, mission – So keep using older tools, too • It’s where the people are – 4,000,000,000 daily YouTube views – 850,000,000 active Facebook users • More direct connection to people • We’re 17,000. They’re 7,000,000,000. • Chance to hear what others are saying • Competitive advantage in providing information
  • 11. How? • It’s culture, not a tech issue • Trust: employees, the public • Develop some strategy, but not 400 pages • Experiment
  • 12. How? (cont’d) • Be ready to fail (fast, small) • Be ready to succeed – Always ask “what’s next”? – Teach! • Embrace criticism (it’s almost all useful) • Accept that odd things will happen • Acknowledge that fear, confusion, wonder, excitement are all normal
  • 13. How to Get Started: Try It • GovLoop.com • Twitter (to start, just follow people) • Facebook (try everything: groups, apps, causes, upload pics, add links, etc.) • Read blogs on social media • Post videos to YouTube, photos to Flickr, Documents to Scribd, slide decks to Slideshare • Listen to a few podcasts
  • 14. And now a word about …
  • 15. Privacy. No advertising. Copyright. No Corporate branding. Official source. Permanent Promotion of Cookies. outside Records Lack of COPPA. organizations. management guidance on Procurement social media FOIA Augmenting appropriation. Accessibility. Soliciting donations. Section 508. FACA Anti-Deficiency. Web 2.0 Policy Information architecture. IT Security. Resources. Content management systems. Culture. Unproven technology. Knowledge. Infrastructure support of Web Govt info on 2.0 non-govt Restricted Servers access on govt
  • 17. How to Get Started (Projects) • Review the stuff about culture • Thicken your skin • Start small, grow over time • Go to lunch with: – Your IT folks – Your attorneys – People who have found success
  • 18. How to Convince Your Boss • Mission: use gov’t words, not technologies – Not Blog: “connecting with our stakeholders” – Not YouTube: “video where people can find it” • Stay high-level, not technical • More: levyj413.wordpress.com/2009/05/12/how-to-talk-to-managers-about-socia
  • 19. Now It’s Your Turn! Putting Mission, Tool, Metrics, Teach Into Action
  • 21. Mission • What's your mission need or goal? – Think broadly: go beyond regulations – Engage, not just direct • Who are your target audiences? • What are their top tasks online, and how does your mission play into those?
  • 22. Mission Example: Earth Day and EPA • What's our mission need or goal? Get people to protect the environment • Who are our target audiences? Everyone in their daily lives, not at work • What are their top tasks online related to our mission? Learning what they can do, protecting themselves, purchasing, recycling
  • 23. Mission: More Examples • Policy forums • Community-building: convening, not directing • Hearing about problems (traffic, crime, etc.) • Educating beyond our own websites • Engaging people’s creativity
  • 24. Mission: Your Turn • What's your mission need or goal? • Who's your target audience? • What are their top tasks online, and how does your mission play into those? Take 5 minutes
  • 25. Tool • What tools or channels will help you most directly serve your mission and your audiences' needs? • Think multi-channel • Remember “traditional” tools
  • 26. Tool: EPA Examples • Earth Day – News release – Facetweets – Podcasts – Photo, video projects – Widget – Home page banner – Email – Videos • Jobs – Email – Auto-tweet – Auto-Facebook posts (researching new FB page)
  • 27. Tool: More Examples • Policy forums: blogs, social networking • Community-building: social networking, wikis • Hearing about problems: mashups, mapping, mobile reporting apps • Educating beyond our own websites: widgets, social networking, blogging, microblogging • Engaging people’s creativity: photo/video sharing, contests
  • 28. Tool: Your Turn • What tools or channels will help you most directly serve your mission and your audiences' needs? • Think multi-channel • Remember “traditional” tools Take 5 minutes
  • 29. Metrics • What defines success qualitatively for this project? Engagement is what matters, but isn’t always easy to demonstrate • What can you measure that will describe quantitatively how it's going? Much is available from some tools, not much from others (and keep staffing and budget in mind) • How often will you measure? • Name benchmarks that will tell you whether you're succeeding.
  • 30. Metrics Example: Earth Day and EPA • What defines success qualitatively for Earth Day? – People taking action – People owning the environment – People teaching others – People changing how they purchase, use, and toss out stuff – Attitudes toward EPA and EPA’s mission improve
  • 31. Metrics Example: Earth Day and EPA • What can we measure that will describe quantitatively how it's going? – Views: website, Facebook, YouTube, widgets – Reach: retweets, shares, likes, people participating – Contest/project entries: photos, videos, apps – Comments left (# and nature) – Anecdotes: look especially for evidence of action
  • 32. Metrics Example: Earth Day and EPA • How often did we measure? – Daily, weekly, or overall depending on the effort • Name benchmarks that told us whether we succeeded – To be honest, we didn’t do this; just did summary reports – Still trying to figure out what “big” means (is 60,000 email subscribers a lot?)
  • 33. Metrics: More Examples • Policy forums: # of comments, # of participants, # of useful ideas that emerged (esp. if they changed the policy direction) • Community-building: size of network, level of activity, actions that emerged • Hearing about problems: # of reports, # of resulting actions • Educating beyond our own websites: page views, followers/fans, # of widget installations • Engaging people’s creativity: # of participants, # of entries
  • 34. Metrics: Your Turn • What defines success qualitatively for this project? • What can you measure that will describe qualitatively how it's going? • How often will you measure? • Name benchmarks that will tell you whether you're succeeding. Take 5 minutes
  • 35. Teach • How will you share what you've learned from this project in your own organization? • How will you share what you've learned beyond your organization?
  • 36. Teaching Example: Earth Day and EPA • Tweeted results • Taught webinars • Spoke at conferences • Briefed management • Incorporated lessons into other briefings
  • 37. Teaching: More Examples • Same methods as above for all examples, plus: – Training videos – Recorded webinars for later viewing – Create policy or guidance documents
  • 38. Teach: Your Turn • How will you share what you've learned from this project in your own organization? • How will you share what you've learned beyond your organization? Take 5 minutes
  • 39. Resources: Social Media • Jeffrey Levy – Twitter: http://twitter.com/levyj413 – Slideshare (including this workshop): http://slideshare.net/levyj413 – Infrequent blog: http://www.govloop.com/profiles/blog/list?user=28e2wynnsadv3 – (I'm on LinkedIn, but check in only every several months) – (I'm on Facebook, but for personal sharing, not related to work) • Social media for beginners: Jeffrey Levy blog post linking to resources, including today's videos: http://www.govloop.com/profiles/blogs/social-media-resources-for-beginners • Govloop: social network for people in and around gov't (just crossed 50,000 members): http://govloop.com • Many gov't and private-sector social media policies: http://govsocmed.pbworks.com/w/page/15060450/Web%202%200%20Governanc
  • 40. Resources: MTMT • Mission – 10 Communications Objectives of Social Media: http://www.chrisbrogan.com/10-communications-objectives-of-social-media • Tool – Search for tips and tricks • Metrics – Blog post with good additional links: http://andrewpwilson.posterous.com/a-new-take-on-social-media-metrics-for-govern – Category of one blog related to measurement: http://www.web-strategist.com/blog/category/social-media-measurement/ – One view on 10 social media metrics to monitor: http://socialtimes.com/social-media-metrics_b2950 – How far did your tweet go? http://tweetreach.com . http://topsy.com – Twitter stats: http://tweetstats.com • Teach: try out Slideshare and Scribd