Companies are starting to spend a lot of time, energy, and thought on developing comprehensive social media strategies.
The good news is that many of them understand the potential for social to have many integration points throughout their organizations, and are starting to consider more than just marketing or PR as applications for what the entire breadth of social – from listening to engagement to measurement – can do for their business.
But inevitably what follows is a complex discussion about just how to get there, from resource to staffing to organizational design and things like social media guidelines or engagement standards and scorecards. All of that is incredibly valuable, and critical.
There’s one pivotal area, however, that tends to get overlooked in many of these discussions. And *this* is the distinctive thing that makes Dell’s social media so powerful and such an incredible case study, aside from just the stuff you see with their community content and engagement.
It’s internal social media education.
Awareness Without Participation
While it’s true that eventually, social media will touch or impact each person’s role in one way or the other and become more of a skill than a job, Mark Schaefer makes an important distinction here that’s right on the money.
While every employee *can* potentially be part of social media, not all of them will in an active, visible way. Nor should they be (and certainly not by force or demand). Just like any of our other pervasive skill sets – a customer service mindset, or some level of technical aptitude with email and websites and the like – some will use it differently than others. But everyone will be at least tangentially impacted by it.
Which means that our education and training programs around social media integration and adoption are really important, and need to be inclusive and comprehensive. They help set the stage of understanding, not just practical application. They help everyone see what social media can do, and what we hope it’ll do for our business, even if they’re not actively engaged in it for professional purposes.
Social media is a unique beast in that it can and will have ripple effects through an organization; what touches customer service directly can then indirectly shift product and service direction or communication practices. So it deserves a central spot in a company’s education and training programs.
One Track Minds
When we talk about social media training and education, most of us first think “teaching people how to use social media”. Which is great, but it’s only one perspective on social that we need to consider.
Our education and immersion programs need to be shaped and designed around many profiles of people, based on what perspective they care about around social media. Consider varying roles in your company, including:
- Leadership, who want to understand the vision and direction for social, where it will impact larger business goals, and how you as an organization intend to apply it strategically (and measure it effectively). The more visionary of the bunch will be interested in large scale applications of social that can drive innovation, efficiency, or customer acquisition and retention.
- Management, who will want to understand how their teams might use it (or how they might be directly involved), how they’ll be accountable for it’s use and adoption in their business area, how to manage the social employee, and where information needs to flow around the company both up and down the chain of command. They’ll be interested in how social can make not just their own role more dynamic, but how it can contribute in a positive way to their department’s or division’s impact in the organization overall (both internally and externally).
- Practitioners, who will want to understand the strategic direction, their roles, the rules of engagement and participation, and what they’ll be accountable and responsible for while they participate in social media. They’ll also be curious about ideas and potential for how they can use it to make their jobs easier, or to make their customer and colleague relationships stronger and more effective.
- Infrastructure, who will want to know how or if social media will impact the overall information structure and security of the company, and what they’ll be expected to support in that regard. They’ll also be interested to learn about efficiencies or more collaborative potential internally, or how social can help tie other pieces of communication structure together more fluidly.
- Observers, who may not fit into any of the categories above but may very well be impacted by the results of social media programs at some point. Whether it’s a new set of information they’ll have access to or simply an understanding of the cultural and informational shift that social may have on the company, even those that aren’t “doing” social media can learn about why social is an important and central factor in business. These could also be external but pivotal people, like partners.
Jeremiah Owyang has some additional ideas here around the stakeholders and what they need to know.
Not everyone needs to learn about social for the same reasons or through the same lens, much like any other application in business like finance, IT, or customer service. Looking at social media education from several points of view can help you design information and programs that are useful for people no matter where they sit on the organizational chart, or what their day to day role entails.
What To Include
Core social media education components can be as diverse as the companies to which they’re applied. But in broad brush strokes, here are the areas that many companies are including in their curriculum and training programs:
- What defines social media, and the business case for getting involved
- Organizational goals for social media
- Cultural perspective on social media in the company
- Social media engagement guidelines and policies (and how and why they were developed as such)
- Social media roles and responsibilities in the organization (who does what)
- Social media applications in the business (where the company is engaged in social media and why)
- Measurement and accountability practices, including data benchmarking and gathering
- Information flow and decision making/escalation chains
- Systems and tools
- Feedback loops and continuous adjustment/improvement practices
There’s undoubtedly more, so please do share your experiences and observations in the comments. The more considerations we all have, the more comprehensive our education programs can be.
Whoa, Nelly.
Is this a big undertaking? You bet it is. Dell has a Social Media and Community University that has it’s own resources and management, leadership level support and investment, and has now trained over 10,000 of their employees as social media professionals (that’s about 10%). Their aim is to keep that up, but train even more people to be simply brand ambassadors through social.
That’s no small task.
Even if your organization isn’t quite at the scale of Dell, putting together a program of this sort is going to require someone to own it, and more people to collaborate on its development and implementation as it grows and scales. But if you’re serious about having an effective social media strategy designed to provide and receive more value from the relationships you have with your customers online, then getting your own colleagues in the game is an important investment.
So what’s your experience? Have you designed programs like this at your company, and what do they look like? What’s worked, and what hasn’t? Please share if you’re willing. We’d love to know more.
Not real big on the “great job” comments – but wow, this one hits it out of the park. Timely and spot on for me – in case no one else gets it. Thanks for that.
Not real big on the “great job” comments – but wow, this one hits it out of the park. Timely and spot on for me – in case no one else gets it. Thanks for that.
I like that. Not everyone has to be in Social Media, but every employee should be aware of it. It’s frankly the only way companies can hope to keep up with the public.
I like that. Not everyone has to be in Social Media, but every employee should be aware of it. It’s frankly the only way companies can hope to keep up with the public.
I’m in the middle of this process right now and about 3/4th of where I had to start was “What is Twitter?” and then had to make steps forward from there.
I’m trying to get everyone on board, but most of my time is spent on the why this is important and how is this used and how do we use this to connect to people from the perspective of what you do here and what is okay to say/do and not say/do on this.
To say that someone needs to own this process is an understatement and that was our biggest problem. In my own way, I’m starting to pick up ownership of this process. It’s a lot of thinking and planning and meeting and butting heads, but it will be worth it when we are able to engage and interact with other people in an organized way.
In short: this post awesome!!!!oneoneone11111 kthxluvubai
When we started our social media efforts, we had a half-day leadership forum on the opportunities and risks involved with social media. This proved extremely helpful to generate support for dedicating resources to identifying and managing both the good and the bad parts of social media. Later we created a voluntary online course for employees that cover many of the points you listed above in “What to Include.” We’re getting ready to evaluate what needs to be updated and also discuss whether this should be mandatory training. I’ve also found that a lot of the internal education is grassroots. I’ve been speaking at meetings, and informally talking with people in the context of various projects for the past few years, and that’s helped tremendously. I’m interested to hear from others whether their training is mandatory for all employees. Thanks for a great post!
Nice Katie. I would be very interested in looking at what you developed for the voluntary online course.
I think there should be a mandatory training for all employees along the lines of an introductory “This is Social Media is and we are going to dive in as a company” type training. The end of the training should ask for people that are interested in helping the company in this endeavor. Whether they have their own Facebook account or Twitter, it would be a good idea to get their feed back and experiences.
As the Director of Digital Education this is my daily struggle. A key challenge for me is trying to bridge the rather profound chasm between digital practitioners and those who don’t either don’t see the point, or don’t think it impacts them.
With the former I ask for support and patience as we try to lift the IQ of the company as a whole (and hopefully make their “digital” jobs easier!); and with the later, I seem to be most successful when I can tie social media to a utilitarian POV, matching either a business objective, or personal hobby to a tool: “Let me show you how Facebook comments can lead to consumer insights!”// “You surf? Let me show you how Twitter will give you a daily update of surf conditions.”It still amazes me that 15+ years in the digital arena and I am still trying to convince people of it’s importance – and incredible potential. Having said that, it’s also amazing to watch the lightbulb of wonder go off when someone finally gets it.
Hi Amber, excellent piece. I have recently been appointed by Ogilvy South Africa to head up the Ogilvy Digital Marketing Academy ( http://www.ogilvydma.com/about/ ) – we’ve just started, and have a long way to go, but we’ve already learned some lessons, here are just a few:
1. You need to make it super-practical for busy people – project-based learning is best
2. Simple game dynamics can increase participation massively
3. It’s best to work with cross-functional teams to allow for diversity of insight and to ensure that collaboration can be enabled on social media initiatives
4. Starting with senior leaders and hot talent makes the course more attractive
I’ve also been running university courses for senior leaders on Social Media (the latest is called Nomadic Leadership http://www.gsb.uct.ac.za/nomadic ).
Everyone in your organization uses a phone and – I’m guessing – sits on a chair. Social media are different things to many people all of which will touch all of us eventually. I remember having a heated discussion with my boss over 20 years ago about getting a fax machine. His reply “let’s wait for everyone else to get one.” Social is here to stay because it was here before we got here. The tools and training and buy-in is where the work resides.
In a B2B context, all employees at a company need to be engaged in the social media initiative. Engaged doesn’t mean actively participate… It can mean observe, listen and report if necessary. Anything less means employees don’t know or understand your brand and hence aren’t invested in popularizing it — a situation you def want to avoid.
The success of any social media training hinges on identifying natural social behaviors and tailoring your training directly to where individuals will have success. Training 10,000 people how to use Twitter and Facebook is only valuable if they are willing to take the time to expirement and find value in the practice for themselves. Dflyonthefly is exactly right to focus on individual interests and passions to get people engaged. To succeed, employees need to know:
– Why is this important to me?
– Why is this important to the company?
– What role can I play?
– What am I allowed to say?
– How do I want to represent myself?
– How do I want to represent my company?
The list goes on and on, but providing a Twitter 101 seminar will only get people familiar with the tools. Once they are trained, the challenge is keeping them passionate about what they are doing, rewarding them for their participation, and making sure that they aren’t just pushing corporate messaging into conversations.
It’s also imperative that brands continue to monitor this activity and enable employees to grow. For most organization, after the Twitter 101 is done, the training stops and little tracking is done to ensure adoption. Without this, what long term value does the training have?
You can add gamification and all sorts of other “tricks” to keep them engaged, but does this practice encourage real engagement or is it promoting quantity over quality?
We blogged yesterday about the value of ensuring that the personal skill set of high-value employees like vice presidents of sales and marketing is converted into institutional knowledge. Your post, Amber, is very much in this same vein. (You can read our post here: http://francis-moran.com/index.php/uncategorized/wheres-your-next-vp-of-sales-or-marketing-coming-from/)
Within our own small firm, where knowledge transfer is easily done by osmosis, we still have formal mechanisms in place to make sure that we capture individual learning episodes as institutional knowledge. Key among these processes is our use of a wiki, where everything one of us learns is written up so as to be available to the next person who has to do the same job.
Thank you! It’s easy to go down the road of teaching the tools themselves, and forget to give the overall vision and strategy. Good reminder…
I love this. I have presented an executive summary to the EVP of the organization I eat, sleep and breathe on a regular basis. I explained these points and they have a SM manager but they also have two different staffs which don’t always get all the information the full time staff does. If you were to give them the key information so it could be shared. The message would be shared by evangelists who often love the organization just as much as the full time but aren’t given credit.
This problem is often a big one especially in the sports industry due to having a part time staff for events who often talks to the passionate consumer and the full time staff. I have worked for three different sports leagues and this is the main problem.
The more the part time staff knows about marketing objectives, some of the media stuff and other things the more educated they can be sharing the message and this is part of social media as well. I am a believer in this and thanks for the post. I thought it would have been a great way for me to break into the organization but it seems to be a long process.
I love this. I have presented an executive summary to the EVP of the organization I eat, sleep and breathe on a regular basis. I explained these points and they have a SM manager but they also have two different staffs which don’t always get all the information the full time staff does. If you were to give them the key information so it could be shared. The message would be shared by evangelists who often love the organization just as much as the full time but aren’t given credit.
This problem is often a big one especially in the sports industry due to having a part time staff for events who often talks to the passionate consumer and the full time staff. I have worked for three different sports leagues and this is the main problem.
The more the part time staff knows about marketing objectives, some of the media stuff and other things the more educated they can be sharing the message and this is part of social media as well. I am a believer in this and thanks for the post. I thought it would have been a great way for me to break into the organization but it seems to be a long process.
Amber, as you started this post and discussed about Dell’s social media strategy i’m agreed they are having very potential social media strategy and their content is very unique but generic. Whenever i participated in the discussions within the business community of social media stars and prospects i have focus on the content you’re posting/updating because it is very important that you’ve internal education/awareness within your company/marketing departments because now we’re not running TV ads we’re directly interacting with our targeted audience.
Amber, this post is really spot on! Efforts to implement social networks stumble on a lack of literacy when it comes to social network tools. And the worst is… that the highest in the hierarchy, the worst literacy executives show!
Internal training is mandatory- and needs to be accompanied by showing the value of the tools which are often looked upon in disdain by the elders!
Literacy in social tools is definitely a must in the world of the Fourth Revolution. Hope that’ll start at school!
Great timing. I have been asked to “teach” a small group of employees how to effectively use Social Media and how it can impact their business. Ive been struggling with how to engage them and teach not only the great impact Social Media can have, but how it can hurt if ignored of not used correctly.
Kelly, I currently do presentations introducing Social Media to businesses. I typically start with this 2 minute video (http://www.youtube.com/watch?v=mwmJ9CFBIks) on almost all of my presentations to get their attention. It seems to get their attention fairly well.
This is great! Thanks Tom
Solid post. I can’t contribute information about large scale operations quite yet (yet) but I can definitely align with the simple and undeniable fact that people in your operation need to clearly understand things like company wide perspective on social, specific goals and how to consistently self correct.
This is another excellent post about social media Amber. Social media marketers need to be aware of the importance of social media education and training. They are truly helpful for everyone in the business– active in social media or not– to see what social media can do and help for our business to grow.
This is an excellent post, Amber. Great case studies too. Seems like Dell is moving to get to total organizational rollout first. What do you think the reasonable timeline is until everyone is playing?
Also, what other large companies aside from folks like Sprint and HR Block do you know of that are moving in the same direction? Any middle market players?
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It’s great to see companies are finally realizing that social media are just a set of tools, it’s a strategy that generates real power. Getting many people in the company involved is so much more effective…Zappos does a great job with this, allowing all their employees to publicly blog and tweet.
Great article Amber. And this is something of a void that I have touched on in my presentations. I can definitely see the need for more of this for companies that want to get involved in Social Media.
Education is extremely important when you introduce these
marketing ideas to a client that has never utilized social media or mobile
marketing strategies in the past. At our agency we do provide a learning
experience for those interested in online marketing, internet strategy and opportunities
in mobile development. Organized as a lunch-and-learn, the best (and most
important) part of the SteadyRain learning experience is knowing the audience
can walk out of the room with new ideas they can implement at their
organization.
Ann
SteadyRain
http://www.steadyrain.com
Nice article! I am currently interested in the particular question whether Facebook will one day be able to push professional social networks like LinkedIn out of the way (I have written about that in http://snslurk.com/facebook-is-for-pleasure) which is maybe quite a small subtopic of this whole group of themes around social media and enterprises. Thankss for the great input, keep writing about this!
Systems rock!
Pretty much any process you have in your business can be improved by having a highest and best use systematic approach that everyone engaged in it, goes through. Social media is no different.
Just hoping people will “Get it” and do it right is asking for disappointing results. This is cool to see them taking this so seriously! As a Dell customer I’m looking forward to see what comes of this.
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I also agree that you cannot forse your employee advertice the company through social media. I think it’s better to have some kind of encouragement for those who will do that. But the problem is that the person who’s not good at it may spoil company’s reputation. And this is far more dangerous than we sometimes think… So, if you want your employees work at social media – make sure they know how to do that!
Jenny