Social Media Strategery

As CIOs and Chief Knowledge Officers bring tools that have been used on the Internet – blogs, wikis, microblogs, profiles – behind the firewall, they tend to expect the same results. "We'll have our own Wikipedia!" Or Facebook…or Twitter – you name it. Unfortunately, as many have already discovered and many more will continue to discover, successful communities are dependent on many variables, from the accessibility, speed, and reliability of the technology to your community managers. Despite the newsletter articles, blog posts, press releases, and conference presentations, many "communities" are nothing more than a new version of the same old Intranet, only with shinier tools.

So, if you're deploying social tools internally, what kind of community is your organization creating?

• What group/community receives the most visits and/or posts on a particular day?
  1. The Intranet development team
  2. The Social Media/Web 2.0/New Media Community of Practice
  3. The Android/iPhone User Group
  4. An group focused on the core mission/operations
• On any given day, what % of your organization participates (reading or contributing) in your community?
  • Less than 10%
  • 10% to 49%
  • 50%-74%
  • More than 75%
• Senior leadership participation can best be classified as:
  1. Shhh! Don't tell them or they'll shut this site down!
  2. Big Brother-ish
  3. Lurking, but not active
  4. Active and insightful
• If someone posts, "I can't get my email to work on my phone – help!" What kind of response will they get?
  1. Total Silence
  2. "Call the help desk at 1-800-555-5555"
  3. "What problem are you having – maybe I can help?"
  4. "Many people have had issues with this so we created a wiki page to walk you through how to set it up the right way"
• Your CEO announces large-scale layoffs. You visit your online community later that day – what do you find?
  1. "I'm not going near that one!"
  2. Complaints and criticism
  3. Praise for leadership and the difficult job they have to do
  4. Balanced, professional discussion containing constructive criticism, ideas, and empathy
• Most of your employee profile pictures look like:
  1. 
  2. 
  3. 
  4. 
• Someone publishes a blog post highly critical of a senior leadership decision – what's the reaction?
  1. Trick question – all posts have to be approved by management and that never would have made it through
  2. The administrators delete the post and send a note to the employee's manager
  3. Other employees leave comments recommending that the post may be unprofessional and warrant some editing
  4. The senior leader in question posts a comment himself thanking the employee for his feedback and explaining the rationale behind the decision
• You create a wiki page for your team containing the text of a report you're working on. What kind of edits can they expect to receive?
  1. Yours and yours alone, since no one else your team understands how to make the edits themselves
  2. Your project team's edits because no one else can access the page
  3. No edits, but you do receive several comments and questions on the page
  4. A wide variety of edits ranging from minor to major and coming from your team as well as from people you don't know
• Your boss asks to review the latest version of a document you've been working on. You sent her the link to the wiki page where it's stored. What's her response?
  
  1. Can you attach the file and send it to me?
  2. I couldn't figure out how to make any changes so I've just included them in the attached MS Word file
  3. She makes her edits as comments to the page
  4. She edits the page directly
• The conversations that occur within your community most resemble:
  1. An empty room
  2. A board meeting
  3. Happy hour
  4. The hallways at the office
• It's Friday night and you just discovered that you have a TPS report due first thing Monday morning. To do it, you need some examples of similar reports that have been produced by other teams. Where do you head first?
  
  1. You email your immediate team
  2. You send a blast email out to multiple distro lists asking for help. After all, at least one or two people have to respond, right?
  3. You search your Intranet with every keyword you can imagine
  4. You search the TPS forum and post your request there

Do you have a better idea of what kind of community you're building? Healthy communities aren't just about collecting users – they're about interactivity, a positive atmosphere, usefulness and more. Why do you log into Facebook every day? Not to play with all of the cool features, but to interact with your friends and family. Internal communities should have some of these same qualities – they need to have a purpose and be based around human interactions, not the latest technology.

If your score was 16 or less, you don't have a community, you've got the man cave of a new dad. The place is filled with the latest technical toys but no one is around to use them. From the Xbox to the pool table to the fully-stocked bar, you had envisioned many nights partying with the boys watching football, but now that you have a new baby, the only thing all those toys are doing is collecting dust…just like your blogs, wiki pages, and profiles.

If your score was between 17 – 24, your community most resembles China. You've got a lot of users (primarily because people are forced to create profiles), but very little sense of community. People talk with one another because they have to, and only when they need something. Conversations are guarded and transactional, and information is protected even more closely as trust between individuals is lacking. Non-work conversations are prohibited – none of that "social networking" stuff here!

If your score was between 25 – 33, your community is most like a high school full of people still trying to figure out who they are, who their friends are, and how to communicate with each other. The adults are confused by the kids, the kids are kind of wary of the adults, but they all co-exist fairly peacefully. Diverse cliques form early and often – iPhone enthusiasts, social media geeks, developers – all with different goals and reasons for being. A few individuals stand out and connect these cliques across the entire school. Social conversation occurs, but is often forced, as people are trying to fit in and test the boundaries of what is allowed and what isn't.

If your score was between 34 – 44, congratulations! You've got the makings of honest-to-goodness social business community. People willingly share information freely across geographic, administrative and cultural lines not because they have to, but because they realize that by pitching in and helping, everyone benefits. Conversations run the gamut – some days, they're about LOLCats, but on other days, they're focused on how to best create a culture of innovation. They are overwhelmingly professional in nature, but the content is also overwhelmingly informal. People are only vaguely aware of the number of abbreviations following someone's name and the titles that precede it, but hold the value an individual brings to the rest of the community in high regard. Employees willingly (and often) spend their own time and money to improve the community, whether via handing out awards or creating new features. And most importantly, this sense of community exists both online and off. From the conference room in the morning to my couch late at night, I know I'm not just an employee number, I'm a valued member of a community that depends on me.

I took this test for my own company's social Intranet tools, and I discovered that we're most like a high school. We still only have a fraction of the firm using the tools on a regular basis and the relationships between staff, management, and senior leadership are in that awkward stage where we're all still trying to figure out how to talk with one another.

(note: this isn't meant to be used as some formal "diagnostic" or "roadmap" or anything of the like so please take it for what it is – a fun way to gauge how well your community is actually acting like, you know, a community)

"Even with the sacred printing press, we got erotic novels 150 years before we got scientific journals."

- Clay Shirky at TED Cannes in June 2010

This is one of my favorite quotes from one of my favorite people in the business, Clay Shirky. I particularly like it because it illustrates the period many organizations find themselves in when trying to integrate social media internally.  Before wikis were used by the Intelligence Community to develop reports on IEDs, people were creating user badges to show off their favorite NFL teams. Before my own company's Intranet won any awards, we had people talking about how they enjoy skinny dipping on their profile. Before our VPs starting using Yammer to communicate with the workforce, we had groups of Android geeks and fitness gurus.I'm telling you this because if you're implementing any type of social media behind your organizational firewall, you should prepare yourself, your colleagues, your bosses, your senior leadership for this one inexorable truth.

If you will freak out when you see this on your Intranet, you're probably not ready for a social intranet

Accept and embrace this fact now and your communities have a much better chance at succeeding. Or, continue thinking that things like this are a waste of a time and are unprofessional, and get ready to pay a lot of money for a system that ultimately no one uses unless they absolutely have to.

Unfortunately, "social" seems to have become almost a dirty word in the workplace, conjuring up images of employees whittling away their time on Facebook, talking to their boyfriend on the phone, or taking a three hour lunch break.  Let's all agree now to stop trying to take the social out of social media. "Social" interactions not only needs to be OK, they need to be encouraged and rewarded. Shirky explains why at the 5:33 mark of the below TED video:

Shirky says:

The gap is between doing anything and doing nothing. And someone who makes a LOLcat has already crossed over that gap. Now it’s tempting to want to get the Ushahidis without the LOLcats, right, to get the serious stuff without the throwaway stuff. But media abundance never works that way. Freedom to experiment means freedom to experiment with anything.

The same principle holds true when talking about social media and the business world. There's this tendency on the part of senior leadership to want to skip the blogs about company policy workarounds and the wiki pages detailing where to get the best burritos near the office and move right to co-creating methodologies with cross-functional teams and crowdsourcing initiatives that save millions of dollars. It doesn't work like that. Collaborative communities don't just start innovating because you build a website and send a memo. Just like we had to experience erotic novels before scientific journals and LOLCats before sites like Ushahidi, we will also have to accept the fact that your employees will be talking about fantasy football and what they're doing over the holidays before they're going to be ready to use those tools to conduct "real" work. 

This makes intuitive sense though, doesn't it? Isn't posting about fantasy football or your favorite lunch spot a lot easier (and less frightening) than uploading that report you've been working on for three weeks? If someone doesn't like your favorite restaurant, who cares? If, however, someone criticizes the report you've spent weeks writing, that's a little more intimidating.  Once you've taken that step – that step from doing nothing to doing something - it's a lot easier to take the next step and the step after that. After engaging in that conversation about your favorite burrito, it's suddenly easier to join the conversation about the new IT policy. Then, maybe you upload a portion of the report you're struggling with to see if anyone can help. Viewed from this perspective, even the stupidest posts and most worthless conversations have value, because they provide a safe, low risk means for people to dip their toe in the water and take that first step. 

It takes time for employees to feel comfortable using these social tools at work. If you give them the ability to grow and learn together at their own pace, your community will become much more scalable and sustainable.

So embrace the LOLCats, the fantasy football threads, the lunch discussions, and the custom avatars – at least your employees will be creating and sharing something with someone else. Because what will follow is that these stupid, silly, foolish discussions will lead to relationships, questions, answers, and finally, very cool innovations, products, and solutions that will save you money, win you awards, and really and truly create a social business.

Enterprise 2.0 Conference in Boston

See you next week in Santa Clara!

Next week, I’m attending and speaking at the Enterprise 2.0 Conference in Santa Clara. I’ve attended many social media conferences over the years and have posted several times about my experiences at these events.While the vast majority of people I meet at these conferences are highly intelligent, ambitious, and well-meaning, I have noticed a pattern emerging among social media conference-goers. From Web 2.0 to Gov 2.0 to Enterprise 2.0, I always seem to run into the same people yet miss the people I really want to talk to at these events. Based on my conference-going experience, here are ten people I assume I’ll be meeting (and not meeting) next week:

Who I Will Meet:

The overzealous Director of Business Development. Don’t you realize that his product has revolutionary features not found anywhere else?? Well, that is, until you go two booths down… If you sit down for a demo, you’ll clearly realize that this is the ONLY product with this feature. Just listen for a few minutes and he’ll show you…wait! Come back and hear all about it!!

The Director of Social Media/Virtual Collaboration Lead/Social Collaboration Team Leader. The company’s designated social media “guru” – there to find out how to turn their company’s Intranet into a “Facebook or Wikipedia behind the firewall.” This individual is usually well-meaning and excited, if a bit in over their head. On the first day, they’re enthusiastic, ready to absorb whatever they can over the next few days. But by the last day, they’re usually simultaneously overwhelmed and frustrated by all the stories of what’s possible, yet still lack any actionable steps they can take when they get back to their office.

The codemonkey. He’s the guy in the back with all the stickers on his Macbook. Mashups, visualizations, dashboards – you name it, he can code it. Keep in mind that he probably doesn’t actually use of the tools he’s developing, the features he’s working on really only interest the early adopters at this conference, and they probably do more to hinder user adoption because while they look cool, they really just overwhelm people and hinder user adoption because all the average employee really wants are tools that are accessible, fast, and reliable.

The self-promoter. Got his (oddly-shaped) business card yet? Don’t worry, you’ll get it soon enough. He’s the CEO for some new startup or he just got some VC to invest a boatload of money in his company or he’s writing a new book – it doesn’t really matter because he’s going to tell you all about it…whether you care or not. Don’t you realize how lucky you are to get an opportunity to talk to him?

The booth babe/dude.” He or she is always very nice and very conversational, but unfortunately lack ANY details about the company they’re representing. Good luck getting any actual information from him/her beyond a fact sheet, a demo, and someone else’s business card.

Who I Won’t Meet:

The IT Security specialist. Time and time again, I find myself talking with a client about Enterprise 2.0 only to hear that their security guys won’t allow them to install any Enterprise 2.0 software or that SAAS isn’t an option, but very rarely do I actually see any of these individuals at these conferences. Just once, I’d like to meet some ambitious IT Security professional who says, “you know what, I want to attend this conference so that I can learn how to allow our employees to use these tools AND be safe and secure?” 

The Lawyer. The relationship between lawyers and Enterprise 2.0 is tenuous at best. Everyone tries to have as little interaction with them as possible, but when they do have to get involved, it almost always results in a whiny, “do we really have to pass this through them????”  But what if your legal team was actually knowledgeable about Enterprise 2.0? If they knew the success stories and the potential? Have you ever spoken to a lawyer who actually “gets it” and asks you “how can I help?” How refreshing is that?

The Failures. I loved that Kevin Jones was a speaker at the last Enterprise 2.0 Conference and will be there again in Santa Clara. He was among the first people I’ve met at these types of conferences willing to talk about how he failed, what failed, and how he would have done things differently. Unfortunately, these people are few and far between as most people only want to tout their successes, their products, and their features. We all know getting this stuff right is hard – where have others stumbled and what can we learn from them?

The C-suite. Director of Social Strategies, Social Collaboration Lead, Virtual Collaboration specialist – where are the traditional organizational leaders? Where are the CIOs and CTOs? Unfortunately, Enterprise 2.0 still isn’t integrated into the other business units so it will continue to be marginalized. Until we get more actual decision-makers to attend these conferences and learn of the benefits for themselves, we’ll unfortunately continue to have to fight to justify social to the senior leadership.

The average employee. Where are all of the project managers, supervisors, associates, and HR specialists? Where are the people who are actually supposed to be using Enterprise tools to do their jobs? I want to meet more average users and find out what they want from the dozens of vendors who will be present. I want to find out why Cindy, the HR specialist in Omaha refuses to use the discussion forums that her company set up.

Will I meet you at Enterprise 2.0 next week? If you want to meet me, I, along with my colleagues Walton Smith and Jay Leask, will be there all week. Walton and I are speaking on Wednesday at 12:30 in the Expo Hall where we’ll be giving an abbreviated presentation of our webinar, “It’s not the Players, It’s the Game,” and then on Wednesday at 8:45am, David Berry and Jay Leask will discuss how organizations have successfully leveraged SharePoint as a social platform within their organizations in their session “Options for Leveraging SharePoint as a Social Platform.“

Watch your local Pee-wee football team’s practice sometime and you’ll see a lot of dropped passes, missed tackles, and a whole host of other mistakes. But…what would happen if you put that team on Heinz Field and gave them all the same amenities as the Pittsburgh Steelers? Yep, they still wouldn’t be able to complete a pass, kick a field goal or break a James Harrison tackle. Clearly, just because they were put on a better field and given the latest equipment doesn’t mean they will suddenly learn to play football.

Southern Tier Youth Football Conference, NY - Newark Valley @ Maine Endwell Gold

It doesn't matter what kind of equipment you give them, these players aren't going to win the Super Bowl

Similarly, simply adding the latest Enterprise 2.0 platform behind your firewall doesn’t mean your employees will suddenly learn to collaborate with one another. Collaboration doesn’t just magically happen because you went out and bought the latest Enterprise 2.0 or Social Business software. It happens because they have a reason to collaborate. It happens when they are rewarded for sharing information. It happens when they like working with the people around them.

Over the last few years, I’ve seen dozens of failed wikis, blogs, microblog platforms, forums, and idea management deployments, and I’m sure I’ll see many more. This is frustrating on a couple of different levels for me. First, since I suffer from HOLI (“Hatred of Losing Information“), I hate seeing the missed collaboration opportunities that result from these poorly implemented solutions. Secondly, I know that because of these failures, these organizations will most likely write off social media behind the firewall as some sort of snake oil.

Perhaps the most frustrating part of all of these failures is the reliability with which their failure can be predicted. If you’re implementing some sort of social media behind your organizational firewall, and you’re doing any of the following, I can tell you right now that you probably won’t be successful:

• The same IT department who installed your email system, your ERP system, or your databases is responsible for leading the implementation of your wiki, blog, microblogging platform, etc.
• You don’t have anyone talking about user adoption and community management on the team from the very start
• You don’t have a plan for funding this initiative beyond this year
• You’re measuring success by the number of “users” you can claim
• You’re talking about giving away iPads and candy bars to get people to use it
• There are numerous conversations among senior leadership about how to mitigate the risks of your employees using the tools “as a dating service,” to “goof around,” to complain about everything, or editing things they don’t know anything about.
• You’re more concerned with the available features instead of making it fast, reliable, and accessible
• The team responsible for the platform doesn’t even use it

Instead of trying to give the players the latest and greatest stadium and equipment, start focusing on improving their passing and tackling skills. Maybe you could have them run some pass patterns instead of installing a state-of-the art locker room?

• Do my employees have a reason to collaborate with people outside of their immediate team?
• Is collaborative behavior rewarded during the performance assessment process? Are they punished for hoarding information?
• Does leadership model collaborative behavior?
• Are colleagues encouraged to spend time with each other outside of work hours (softball teams, happy hours, etc.)?
• Are there multiple levels of approvals needed before anyone can share anything?
• Do your employees trust each other? Do they trust management?

If you’re interested in learning more about why your Enterprise 2.0 implementations are failing and what you can do to help them succeed, take a look at the webinar that I just did for UBM TechWeb.  The “It’s Not the Field, It’s the Players” webinar will be archived here, and the slides are now available below. 

[UPDATED TO INCLUDE THE PRESENTATION BELOW]