The Social and                         Rachel Happe!
                               Principal & Co-Founder
Community Strategist       The Community Roundtable
Role
                  Image by Dave Gray, The Connected Company
What is a Social or Community Strategist?
             An individual who has tacit or explicit authority to define enterprise-
             wide standards for social media and community engagement. This
             includes approaches to strategy, leadership, culture, community
             management, content and programming, measurement, policies/
             governance and tools.




The corporate social strategist is the business decision maker for social programs

who provides   leadership, roadmap definition, and governance; and directly
influences the spending on technology vendors and service agencies. 

                          – Jeremiah Owyang, Career Path of the Corporate Social Strategist




                     www.community-roundtable.com
Strategists Play A Critical Role
                                       
Roles                    Supporting Cast and Tools
Futurist                 •  Analysts
                         •  Research
                         •  External connections to peers and thought
                            leaders
Connector of dots        •    In-person meetings
                         •    Telephone
                         •    Internal advocates
                         •    Peer support
Leader                   •  Time alone to reflect
                         •  Supportive mentors and peers
Storyteller              •  Practice audiences
                         •  Training and reading
Therapist                •  Training
                         •  Peer support


                    www.community-roundtable.com
Skills and Qualities of Strategists
                                            
Skills
                            Qualities
•  Research and analysis
          •    Persuasive
•  Marketing or communications
    •    Persistent 
•  Program and resource            •    Passionate but tempered
   management
                     •    Open minded and collaborative
•  Business development
           •    Optimistic
                                   •    Curious 
                                   •    Modest
                                   •    Calm
                                   •    Fascinated with humanity
                                   •    Authentic and trustworthy
                                   •    Comfortable with ambiguity


                   www.community-roundtable.com
Strategists Face Unique Challenges
                                 

                    Keystone


             A Foot in Each World


          Matrixed Responsibilities


             Isolating Perspective

        www.community-roundtable.com
Approach
First: Define What Success Will Look
                Like
                   

                      1. Personally
                         Example: Executives who understand the
                         social opportunities and risks. Approval
                         from compliance groups to execute.
                         Successfully getting investment to execute.


                      2. Organizationally
                         Example: Organization has a consistent
                         approach to social initiatives, there is a
                         governance model in place, staff
                         participating in social initiatives are trained.




         www.community-roundtable.com
Second: Articulate Three Basics
                              



              Purpose




                         Business
    Advocacy
                          Case



      www.community-roundtable.com
Third: Define an Adoption Approach
                                        

  Full-Frontal Attack                Pincer Movement                         Networked
    Pros            Cons             Pros             Cons               Pros            Cons
Clarity before   Resource        Conserves        Can be slow        Builds diverse   Requires you
and after        intensive       resources                           support          to cede
                                                                                      control
Big, hairy,      Requires        Can reduce       Can backfire       Creates          Interim
audacious        significant     initial          with multiple      shared           milestones
goal             C-level buy-    resistance       groups             ownership of     are less
energizes        in                                                  success          predictable
people

Raises stakes    Raises          Can produce a    Difficult to see   Aligns with      Few models
and anxiety      stakes and      fait accompli    the complete       social           to copy
levels           anxiety         for executives   picture            business
                 levels                                              strategy
Structured                                                                            Emergent



                              www.community-roundtable.com
Deciding on Your Approach
                                    

Influencing Factors:

   •  Executive commitment and
      decision making style
   •  Cultural support for
      experimentation and initiative
   •  Level of current activity in the
      social space
   •  Frank assessment of
      strategists’ influence in the
      organization




                      www.community-roundtable.com
An Enterprise Relationship Roadmap"
    The Community Maturity Model
                               




        www.community-roundtable.com
Fourth: Develop Your Supporting Cast—
               Internally
                        

                      Marketing




                                  Customer
             IT
                                   Support



                      Community
                       Business
                        Owner


                                   Product/
         Compliance               Innovation
                                    Group



                         HR




          www.community-roundtable.com
Fifth: Develop Your Supporting Cast —
                 Externally
                          
                                                                           Accenture
CMSWire
                                                                           Deloitte
Fast Company
                                                                           McKinsey
InformationWeek/The Brainyard
                                                                           Protiviti
Social Business News                                    Management         PWC
Social Media Examiner                                    Consulting
Social Media Today                                         Firms                                         Edelman Digital
The Community Manager                                                                                    Fleishman Hillard
                                                                                                         Porter Novelli/Voce
                                                                                   Marketing             Social Media Group
                                      Media
                                                                                   Agencies              Weber Shandwick


Acquia
Awareness
Get Satisfaction
IBM                                                     Community
Igloo                                                    Community	
  
                                                         Business
Jive                                                      Business	
                                            Ants Eye View
                                                          Owner
                                                           Owner	
                       Niche
Lithium                                                                                                         ComBlu
Moxie                       Vendors                                                    Consulting               Dachis
NewsGator                                                                                Firms                  Roberts Golden
Telligent                                                                                                       SideraWorks



                   BlogWorld
                   DeFrag
                                                                         Analyst
                   Enterprise 2.0             Conferences
                                                                          Firms          Altimeter
                   SocialFresh                                                           Constellation
                   WOMMA Summit                                                          Forrester
                   MarketingProfs                                                        Gartner
                   Pivot Conference                                                      IDC
                   Web 2.0                                                               RedMonk

                                www.community-roundtable.com
Additional Reading
                                     



2012 State of Community Management Report:
http://community-roundtable.com/socm-2012/
Altimeter: The Career Path of the Social Strategist -
http://bit.ly/TPOBP9
CSC Case Study - http://slidesha.re/OH8YcN
SAP Case Study - http://slidesha.re/Px41aO
Dell Case Study - http://slidesha.re/NkUi31




                    www.community-roundtable.com
Research: The State of Community
              Management 2012   

•  Market analysis
•  Industry and market
   perspectives
•  Artifacts, patterns, initiatives
   and resources by maturity
   stage



Download 2012 report here:

http://community-roundtable.com/socm-2012
About The Community Roundtable
                                
Mission:	
  Advance	
  the	
  Business	
  of	
  Community	
                   Services	
  
1.  Champion:	
  Advocate	
  for	
  the	
  needs	
  of	
  community	
            •    TheCR	
  Network	
  
    business	
  owners	
  and	
  teams	
                                         •    TheCR	
  Focus	
  
2.  Educate:	
  Provide	
  training	
  soluHons	
  to	
  community	
  &	
        •    TheCR	
  Advisory	
  
    social	
  business	
  leaders	
                                              •    TheCR	
  Research	
  
3.  Curate:	
  Aggregate,	
  document,	
  and	
  share	
  community	
            •    Community	
  Management	
  
    management	
  best	
  pracHces	
                                                  Training	
  


Member	
  OrganizaHons	
  &	
  Clients	
                                      Leadership	
  Team	
  

                                                                                           Rachel	
  Happe	
  
                                                                                           Principal	
  and	
  Co-­‐Founder	
  
                                                                                           @rhappe	
  

                                                                                           Jim	
  Storer	
  
                                                                                           Principal	
  and	
  Co-­‐Founder	
  
                                                                                           @jimstorer	
  



                                       www.community-roundtable.com
TheCR’s Solutions
   We develop client competencies through training, professional
                            
   development and research


         Start                             Build                            Grow
       TheCR Training
                  TheCR Training
                TheCR Training
        • Community Lead
                • Community Team
              • Stakeholders

       TheCR Network
                   TheCR Network
                 TheCR Network
       •  Community Lead
               •  Community Team
              •  Community Team
Stage                           Stage                            Stage                       Stage
  1   Research
                   2     Research
                  3   Research
               4
       •  TheCR Focus for               •  TheCR Focus for              •  TheCR Focus for
          Executive Sponsors
              Executive Sponsors
             Executive Sponsors
                                        •  TheCR Focus for              •  TheCR Focus for
       TheCR Advisory
                     Stakeholders
                   Stakeholders
       •  Executive Education
                                        TheCR Advisory
                TheCR Advisory
                                        •  Stakeholder                 •  Stakeholder
                                           Education
                     Education
                                        •  Workshop
                   •  Workshop


                                www.community-roundtable.com
TheCR’s Services
Our services are designed to educate different audiences at different
                                      
stages of the social business journey


     TheCR Network                               Training
      A membership-based network of               On demand and in person training
      community, social media and social          modules for a variety of community
      business leaders which provides:
           roles:
         •  Peer and expert interaction
             •  Specialist/Moderator
         •  Report library of peer practices
        •  Community Manager
         •  Tools and templates
                     •  Social or Community
         •  Professional concierge services
            Strategist


     TheCR Focus                                 TheCR Advisory
      A monthly report subscription               Industry experts that deliver
      providing insights gleaned from             customized solutions in the following
      practitioners and for:
                     ways:
         •  Executive sponsors
                      •    Keynotes
         •  Operational stakeholders
                •    Executive Education
         •  Advocates and part-time                  •    Workshops
            community managers
                      •    Retained Advisory
TheCR Thought Leadership
Our research platforms 
educate the market, inform our services, and
enable partner services


       State	
  of	
  Community	
                                      The	
  Social	
  Execu6ve	
  
       Management	
  
                                                                        TSE	
  looks	
  at	
  execu6ve	
  
       The	
  SOCM	
  provides	
                                        adop6on	
  and	
  the	
  
       insight	
  on	
  community	
       TheCR’s research portfolio    linkage	
  between	
  
       programs	
  and	
  prac6ces,	
                                   business	
  strategy	
  and	
  
       learned	
  from	
  leading	
        is designed to provide a
                                                                        the	
  use	
  of	
  social	
  
       prac66oners.	
  	
                   comprehensive view of       technologies.	
  
                                          how leading organizations
                                           are succeeding in social
                                                   business.
          Career	
  Path	
  of	
  the	
  
      Community	
  Maturity	
  
      ModelTM	
                                                        Community	
  
                                                                       Professional	
  
       By	
  capturing	
  the	
                                          This	
  research	
  looks	
  at	
  
       maturity	
  of	
  different	
                                      compensa6on,	
  roles	
  
       organiza6ons,	
  we	
  help	
                                     and	
  experience	
  of	
  
       the	
  market	
  mature	
                                         community	
  
       more	
  quickly.	
                                                professionals.	
  



                                   www.community-roundtable.com
Ways We Partner
 We partner with vendors, consulting firms and agencies to enable 
their
 success in marketing, customer support and service development

                               Content Sponsorships
          Experiences
Thought
                               •  Subscription Research
      • Webinars
Leadership
                               •  eBooks & white papers
      • Keynotes
                               •  Reports 
                   • Workshops



                               A La Carte Services
          Solution Packages
Customer Success               •  Training
                  •  Start
                               •  TheCR Network              •  Build
                                  Membership 
               •  Grow
                               •  Advisory


                               Research Based
              Staff Training
Partner Services               •  Maturity Assessments
     •  Specialist
                               •  The Social Executive      •  Manager
                                  Assessments
              •  Strategist
Thank you!

                  Questions?

                  Rachel Happe
                  rachel@community-roundtable.com
                  @rhappe




www.community-roundtable.com

The Social and Community Strategist Role

  • 1.
    The Social and Rachel Happe! Principal & Co-Founder Community Strategist The Community Roundtable Role Image by Dave Gray, The Connected Company
  • 2.
    What is aSocial or Community Strategist? An individual who has tacit or explicit authority to define enterprise- wide standards for social media and community engagement. This includes approaches to strategy, leadership, culture, community management, content and programming, measurement, policies/ governance and tools. The corporate social strategist is the business decision maker for social programs who provides leadership, roadmap definition, and governance; and directly influences the spending on technology vendors and service agencies. – Jeremiah Owyang, Career Path of the Corporate Social Strategist www.community-roundtable.com
  • 3.
    Strategists Play ACritical Role Roles Supporting Cast and Tools Futurist •  Analysts •  Research •  External connections to peers and thought leaders Connector of dots •  In-person meetings •  Telephone •  Internal advocates •  Peer support Leader •  Time alone to reflect •  Supportive mentors and peers Storyteller •  Practice audiences •  Training and reading Therapist •  Training •  Peer support www.community-roundtable.com
  • 4.
    Skills and Qualitiesof Strategists Skills Qualities •  Research and analysis •  Persuasive •  Marketing or communications •  Persistent •  Program and resource •  Passionate but tempered management •  Open minded and collaborative •  Business development •  Optimistic •  Curious •  Modest •  Calm •  Fascinated with humanity •  Authentic and trustworthy •  Comfortable with ambiguity www.community-roundtable.com
  • 5.
    Strategists Face UniqueChallenges Keystone A Foot in Each World Matrixed Responsibilities Isolating Perspective www.community-roundtable.com
  • 6.
  • 7.
    First: Define WhatSuccess Will Look Like 1. Personally Example: Executives who understand the social opportunities and risks. Approval from compliance groups to execute. Successfully getting investment to execute. 2. Organizationally Example: Organization has a consistent approach to social initiatives, there is a governance model in place, staff participating in social initiatives are trained. www.community-roundtable.com
  • 8.
    Second: Articulate ThreeBasics Purpose Business Advocacy Case www.community-roundtable.com
  • 9.
    Third: Define anAdoption Approach Full-Frontal Attack Pincer Movement Networked Pros Cons Pros Cons Pros Cons Clarity before Resource Conserves Can be slow Builds diverse Requires you and after intensive resources support to cede control Big, hairy, Requires Can reduce Can backfire Creates Interim audacious significant initial with multiple shared milestones goal C-level buy- resistance groups ownership of are less energizes in success predictable people Raises stakes Raises Can produce a Difficult to see Aligns with Few models and anxiety stakes and fait accompli the complete social to copy levels anxiety for executives picture business levels strategy Structured Emergent www.community-roundtable.com
  • 10.
    Deciding on YourApproach Influencing Factors: •  Executive commitment and decision making style •  Cultural support for experimentation and initiative •  Level of current activity in the social space •  Frank assessment of strategists’ influence in the organization www.community-roundtable.com
  • 11.
    An Enterprise RelationshipRoadmap" The Community Maturity Model www.community-roundtable.com
  • 12.
    Fourth: Develop YourSupporting Cast— Internally Marketing Customer IT Support Community Business Owner Product/ Compliance Innovation Group HR www.community-roundtable.com
  • 13.
    Fifth: Develop YourSupporting Cast — Externally Accenture CMSWire Deloitte Fast Company McKinsey InformationWeek/The Brainyard Protiviti Social Business News Management PWC Social Media Examiner Consulting Social Media Today Firms Edelman Digital The Community Manager Fleishman Hillard Porter Novelli/Voce Marketing Social Media Group Media Agencies Weber Shandwick Acquia Awareness Get Satisfaction IBM Community Igloo Community   Business Jive Business   Ants Eye View Owner Owner   Niche Lithium ComBlu Moxie Vendors Consulting Dachis NewsGator Firms Roberts Golden Telligent SideraWorks BlogWorld DeFrag Analyst Enterprise 2.0 Conferences Firms Altimeter SocialFresh Constellation WOMMA Summit Forrester MarketingProfs Gartner Pivot Conference IDC Web 2.0 RedMonk www.community-roundtable.com
  • 14.
    Additional Reading 2012 State of Community Management Report: http://community-roundtable.com/socm-2012/ Altimeter: The Career Path of the Social Strategist - http://bit.ly/TPOBP9 CSC Case Study - http://slidesha.re/OH8YcN SAP Case Study - http://slidesha.re/Px41aO Dell Case Study - http://slidesha.re/NkUi31 www.community-roundtable.com
  • 15.
    Research: The Stateof Community Management 2012 •  Market analysis •  Industry and market perspectives •  Artifacts, patterns, initiatives and resources by maturity stage Download 2012 report here: http://community-roundtable.com/socm-2012
  • 16.
    About The CommunityRoundtable Mission:  Advance  the  Business  of  Community   Services   1.  Champion:  Advocate  for  the  needs  of  community   •  TheCR  Network   business  owners  and  teams   •  TheCR  Focus   2.  Educate:  Provide  training  soluHons  to  community  &   •  TheCR  Advisory   social  business  leaders   •  TheCR  Research   3.  Curate:  Aggregate,  document,  and  share  community   •  Community  Management   management  best  pracHces   Training   Member  OrganizaHons  &  Clients   Leadership  Team   Rachel  Happe   Principal  and  Co-­‐Founder   @rhappe   Jim  Storer   Principal  and  Co-­‐Founder   @jimstorer   www.community-roundtable.com
  • 17.
    TheCR’s Solutions We develop client competencies through training, professional development and research Start Build Grow TheCR Training TheCR Training TheCR Training • Community Lead • Community Team • Stakeholders TheCR Network TheCR Network TheCR Network •  Community Lead •  Community Team •  Community Team Stage Stage Stage Stage 1 Research 2 Research 3 Research 4 •  TheCR Focus for •  TheCR Focus for •  TheCR Focus for Executive Sponsors Executive Sponsors Executive Sponsors •  TheCR Focus for •  TheCR Focus for TheCR Advisory Stakeholders Stakeholders •  Executive Education TheCR Advisory TheCR Advisory •  Stakeholder •  Stakeholder Education Education •  Workshop •  Workshop www.community-roundtable.com
  • 18.
    TheCR’s Services Our servicesare designed to educate different audiences at different stages of the social business journey TheCR Network Training A membership-based network of On demand and in person training community, social media and social modules for a variety of community business leaders which provides: roles: •  Peer and expert interaction •  Specialist/Moderator •  Report library of peer practices •  Community Manager •  Tools and templates •  Social or Community •  Professional concierge services Strategist TheCR Focus TheCR Advisory A monthly report subscription Industry experts that deliver providing insights gleaned from customized solutions in the following practitioners and for: ways: •  Executive sponsors •  Keynotes •  Operational stakeholders •  Executive Education •  Advocates and part-time •  Workshops community managers •  Retained Advisory
  • 19.
    TheCR Thought Leadership Ourresearch platforms educate the market, inform our services, and enable partner services State  of  Community   The  Social  Execu6ve   Management   TSE  looks  at  execu6ve   The  SOCM  provides   adop6on  and  the   insight  on  community   TheCR’s research portfolio linkage  between   programs  and  prac6ces,   business  strategy  and   learned  from  leading   is designed to provide a the  use  of  social   prac66oners.     comprehensive view of technologies.   how leading organizations are succeeding in social business. Career  Path  of  the   Community  Maturity   ModelTM   Community   Professional   By  capturing  the   This  research  looks  at   maturity  of  different   compensa6on,  roles   organiza6ons,  we  help   and  experience  of   the  market  mature   community   more  quickly.   professionals.   www.community-roundtable.com
  • 20.
    Ways We Partner We partner with vendors, consulting firms and agencies to enable their success in marketing, customer support and service development Content Sponsorships Experiences Thought •  Subscription Research • Webinars Leadership •  eBooks & white papers • Keynotes •  Reports • Workshops A La Carte Services Solution Packages Customer Success •  Training •  Start •  TheCR Network •  Build Membership •  Grow •  Advisory Research Based Staff Training Partner Services •  Maturity Assessments •  Specialist •  The Social Executive •  Manager Assessments •  Strategist
  • 21.
    Thank you! Questions? Rachel Happe [email protected] @rhappe www.community-roundtable.com