Are you trying to hard to be a social media Superman?

I've become the designated "social media guy" for a massive organization (25,000+ people). For a while, the responsibilities of this role consisted primarily of explaining what the Twitters were and why people cared about what you ate for lunch. As social media has grown in popularity, so too has the internal and external demand for people who know what they're talking about (the demand is so great that even people who have no clue what they're talking about are in demand). My time has since become monopolized by my colleagues asking me to join meetings, review work products, pitch clients, and "pick my brain." Once the words "social media" were uttered, the call went out – let's get Steve in here right away!! 

I liked it. I was in high demand, and I became well-known throughout my huge company as THE social media guy. It was fun and led to awards, promotions, and raises. I became the social media Superman, flying in to win new work, solve problems, and offer innovative solutions! I built a team and developed a mentality that if there was social media involved, I'd swoop in and save the day, wherever and whenever I was needed. The fact that I didn't have the resources, the budget, or the authority to scale this across an entire organization was a concern, but I figured that would come soon enough – how could it not???

That's when I realized I had a problem. I had a Superman complex. Wikipedia defines a Superman Complex as an unhealthy sense of responsibility, or the belief that everyone else lacks the capacity to successfully perform one or more tasks. Such a person may feel a constant need to "save" others.

I felt this enormous sense of responsibility that if there was a project using social media, I needed to know about it and my team needed to be involved. If I heard about a project where we were doing any sort of public outreach, I felt like I needed to butt in and help them integrate social media. If there were people working on a knowledge management strategy for a client, I had to get on the call and talk with them about social media behind the firewall. I felt like I needed to be there to ensure that we had the absolute best people working on these projects, that they were armed with the best intellectual capital we had and that they were consistent with the overall approach to social media that I had established. When a project's social media efforts fell flat, I felt personally responsible. What did I do wrong? Why didn't they get me involved sooner? Why wasn't one of my people working with them already? Why didn't they just ask for my help?? Now, remember, I work at a firm that generates upwards of $5 billion in annual revenue. That's a LOT of projects to keep an eye on.

My team and I quickly found ourselves drowning in reactionary meetings just trying to keep our heads above water. We were becoming a social media help desk. My Superman complex, helpful at first, had become a detriment. I soon realized that my small team, based in our Strategic Communications capability, was never going to get the budget, resources, and authority needed to manage EVERY social media initiative for the entire 25,000+ employee, $5B company. My Superman complex had led me to believe that I could fix everything, regardless of the challenges that had to be overcome. Our recruiters aren't using social media as effectively as they could be? No problem – I'll hop over there and give them a briefing! Intelligence analysts struggling with how to analyze social media in the Middle East? I'll be right there! Instructional system designers stuck in a rut? Give me a few hours and I'll get them up to speed on social learning! I saw opportunities EVERYWHERE to fix things. I needed to be a part of that proposal team. I had to attend that meeting. I had to review that strategy. I had to give that presentation.

Fact is, I didn't have to do any of that. What I had to do was stop. Stop and realize that by trying to fix everything, I wasn't fixing anything, and in some cases, I was actually making things worse:

• People were lacking incentives to develop their own social media skills because they could just rely on someone from my team to swoop in and help
• We were too focused on just equipping people with the social media fundamentals that we weren't able to focus on diving deeper into some of the niche areas of social media
• We were becoming "social media experts" instead of communications professionals who understand social media, pulling all of us away from our core business area and into all kinds of discussions that may have involved social media, but had nothing to do with communications

If you find yourself developing a social media Superman complex (or need to manage an existing one), try the following:

• Know your role. Do others in your organization expect you to have a hand in EVERYTHING related to social media or is that a responsibility you've taken on yourself? Understand what's expected of you and meet those expectations first before trying to solve all the world's problems.
• Let others learn. Sometimes people in your organization are going to fall. It's ok – they'll learn and do better next time. Focus on the people and the projects you're responsible for first, do what you can help people in other departments, but don't let them steal your time and focus away from your core mission.
• Develop your team and set them free. You can't be everywhere all the time. Spend some time developing people on whom you can trust, equip and empower them to succeed and then step away and trust that you've developed them right.
• Accept that there is no one way to "do" social media. Social media are just tools, and different organizations will use them for different purposes. What works in the Department of Defense may not work in the private sector and vice versa.
• Respect other people's expertise. Sure, you may know social media better than anyone else in the room, but also realize that you're going to be working with people who are experts in their chosen fields too. Successful social media initiatives require both old and new school expertise.
• Assess the situation. Don't assume that because someone isn't using social media that they need your help – they may not have the budget, internal expertise, client support, or a whole host of other reasons for not using social media like you think they should.

Social media Supermans bring a ton of benefits to your organizations but they also run the risk of burning out, alienating their colleagues, and creating a culture of dependency. Understand and embrace the balance between Superman and Clark Kent.

Now, as some of you may know, I work at a massive company where we support an enormous range of client needs including Defense, Homeland Security, Intelligence, Commercial, and non-profits. As one of the leads for our Digital Strategy & Social Media capability, I would field calls for social media help from people working on Public Health projects in the morning, followed by Intelligence Analysts in the afternoon, and reviewing a proposal for the Department of Defense that evening. As my team and I were spread thinner and thinner, we decided to instead create smaller teams of individuals who were able to dive deeper into the unique issues of a specific industry and how social media can help address those. One of those teams became our Digital Health team, led by Jacque Myers, Don Jones, and Mike Robert. This team has really dived deeper into how social media and digital technology is impacting public health, military and veteran health,  accessibility, and many other issues unique to the healthcare industry.

"The Health Digital" is a new blog focused on using digital technologies to help health organizations address key issues

I wanted to take this time to introduce their latest initiative, “The Health Digital,” a blog where they will be highlighting current digital health issues and exploring the ways in which technology can help (and sometimes, hinder) social change. If you’re interested in learning more about Jacque, Don, or about digital health issues, Don, as well as several other members from the Booz Allen team, will be participating in CDC’s National Conference on Health Communication, Marketing and Media next week. If you’ll be in Atlanta next week for #hcmmconf, stop by and say hello and learn a little bit more about the work they’ve done with the Real Warriors campaign, the Military Health System, and the Virginia Hospital Center Medical Brigade.

• Visit The Health Digital Blog
• Subscribe to The Health Digital
• Learn more about the authors

The Packers dominated teams using the Lombardi Sweep, but few teams had the talent to run it as effectively

“That’s easy – even I could do that!”

Really?  Could you?  How many times have you been watching a game and said that about that highlight catch that you saw on Sportscenter?  How many times have you watched Tiger Woods swing a golf club and then try to recreate that yourself? How many times have you yelled at your favorite team to just run that one play because you just know it’ll work?

Guess what – you wouldn’t have made that catch, you can’t golf like Tiger, and your play calling leaves a lot to be desired.

This same thinking unfortunately, also carries over to the business world. Over the course of eight years in the consulting industry, I’ve noticed an increasing number of colleagues, peers, and clients thinking that just because they read/downloaded/heard a white paper, strategy, or presentation, (a play, a swing, or a catch) they too can go out and be a communications or social media expert too. Or, they ask for the detailed step-by-step guide for “using Twitter/Facebook/blogs successfully.” Like the weekend golfer who tries to be Tiger Woods or the YMCA rec league player trying to dunk, the results are similarly predictable. You downloaded that community management strategy that I did for a client two years ago and you’re now using it with your team in a totally different environment with a totally different culture? How’s that working out for you?

In the 1960s, the Green Bay Packers repeatedly ran the “Lombardi Sweep” with great success. With Vince Lombardi coaching and Hall of Famers Bart Starr, Paul Hornung, Jim Taylor, and Jerry Kramer running the play, it became virtually unstoppable. Seeing this success, other teams started to incorporate the play into their playbooks although none were able to duplicate the success the Packers had with it. Running the Lombardi Sweep with four Hall-of-Famers had predictably different results than when you’re running it with a bunch of guys off the street! The actual play wasn’t some proprietary, secret play – it’s actually a pretty simple play to run that many teams already had in their playbook. Despite the widespread availability of the play and game tapes of the play being run to perfection, no one was ever able to consistently duplicate the results that those Packer teams had. Because they had one thing the other teams didn’t – Hall of Fame talent running the play.

The current world of social media isn’t all that different. All it takes is a simple Google search and you’ll easily find millions of blog posts, white papers, presentations, and case studies on social media best practices. You too can use the same tactics used by Zappo’s! You can create an Enterprise Social Computing Strategy just like Intel!  Unfortunately, just like your repeated attempts to dunk like Blake Griffin, your ability to emulate the successes by these companies will likely leave you frustrated and in pain. Do you have the talent to implement something like that? Do you have the right people on staff to help you?

Remember this the next time you read a white paper or listen to a presentation about social media or community management and think to yourself, “hey, I could do that!” There’s a reason people recruit, hire, and pay experienced community managers and social media specialists to do these things – because these things are hard to do. Stop looking for the quick fix, magic bullet strategy/play/framework/model/methodology/secret sauce to social media – it doesn’t exist. Instead of trying to copy another team’s success, focus on recruiting, hiring, and developing your own talent and matching up your strategies to fit. After all, you may never dunk like Blake Griffin, but you might be able to shoot the three better than him.

I'm pretty sure this image is going to be on everyone's Gov 2.0 Expo posts

As I did last year following the Summit, instead of doing a summary post of all that was Gov 2.0 Expo 2010 (I couldn’t possibly do any better than Alex’s fantastic wrap-up post here anyway), I’ll take a more focused view and discuss one issue that really struck me.

Last year, I said I wanted to hear more about the processes behind the success stories.  To learn more about the failures in Gov 2.0.  I think we started to accomplish that this year – the many panel presentations and workshops seemed more conversational and attendees seemed more willing to ask questions.  I heard a lot more discussion about how the speakers handled difficult situations, how they worked with legal, and how they got senior leadership buy-in. While there’s still a need to hear more about the failures of Gov 2.0, I think those discussions are probably more likely to occur in the hallways than on the stage.

What really got my attention as I sat listening to visionary leaders like Todd Park, Linda Cureton, and Jeffrey Sorenson was this post by Robert Shedd – just who makes these people successful?  That’s the question that I started to get more and more curious about as the Expo continued. Who are the people behind these leaders?  Who are the people back at the office making sure the social networks are growing?  Who are the people responsible for implementing these grand programs?  Who are the people telling these leaders they’re wrong?  Who are the people coming up with all of these ideas?  That’s why I loved when Alex Ross told the story of Katie Dowd, Katie Stanton, and Caitlin Klevorick at the State Department (fast forward to the 2:00 minute mark of this clip) who came up with the idea for the Haiti Red Cross text messaging campaign. While Alec was the one speaking and getting the credit, he realized that it wasn’t about him or his ideas – it was about the people actually making these things happen.

As Shedd mentions in his post,

“In much the same way as you need to train yourself to recognize the market ‘pains’ that product opportunities create, you need to train yourself to note who you work best with, what personalities are most compatible.”

For me, any and all success that I or my firm has had can be traced back to the work of my team.  Sure, I may be the one on the stage, but I’m generally not the one on the ground day after day working with the client.  I’m writing blogs – they’re trying to explain Twitter to a three-star general.  I’m speaking at events – they’re trying to do more work while still staying under budget.  That’s why I want to take this opportunity to say thank you to some of the other Booz Allen folks you may have met at the Expo, but whom you might not know well…yet.

• Thank you Jacque Brown for never being afraid to tell me when I’m wrong or when I’m being a real dumbass.
• Thank you Matt Bado for always stepping up to handle things when I’m out of the office
• Thank you Michael Dumlao for being the right side of my brain – everything you create always looks fantastic
• Thank you Tim Lisko for being the social media conservative who also understands the benefits
• Thank you Grant McLaughlin for always believing in me and providing me the top cover that I need to make things happen, even when it sometimes puts you in a tough spot
• Thank you Walton Smith for always being open and collaborative, regardless of any internal politics that may exist
• Thank you Tracy Johnson for being able to take some of my crazy abstract ideas and figuring out ways to make them work
• Thank you to the many many others back at my company who have helped turn an idea into a true program

Please take this opportunity to go back to your blog and write a post on who makes you successful.  Highlight the work of someone who works with you, someone who has helped get you to where you are today.  Give them the attention and recognition that they deserve and leave a comment here with a link to your post.  Who has helped you turn an idea into a successful program?

*Photo courtesy of James Duncan

Do you make time in your day to just sit and think?

I know we’re all busy.  We have deadlines to meet, emails to write/respond to, projects to work on, management issues to take care of, errands to run, families to care for, and many many other things that we do on a daily basis.  To make sense of it all, we create daily routines and schedules – wake up, take the dogs out, go for a run, get the kids off to school, respond to urgent emails, get a first draft of that paper done, attend the status meeting, etc.  Lord knows I wouldn’t get half of my work done with my Outlook calendar to remind me when I have to go to a meeting or make a phone call.  Oftentimes, breaking our day up into more manageable tasks is the only way to maintain some level of sanity in our lives.  But what do we lose when we get into routine like this?  Can you make “innovation” part of a routine?

When was the last time you created an Outlook appointment to catch up on your RSS feeds?  When a project deadline gets moved up, what’s the first thing that gets bumped?  How many times have you said, “ya know, I really should write a blog post or comment on some other people’s material tonight, but I’m exhausted and that can wait?”  How often do get outside your individual project “bubble” and make a concerted effort to just go out and learn something new?

When was the last time you just sat down and thought about your project/organization/contract/initiative and wondered?  About the long-term strategy?  About how to improve your team’s morale? About how to become more efficient?  About how to make things better?  About external issues that could positively or negatively impact your work?  When was the last time you came up with a new idea that wasn’t in your job description or SOW?

I had a great conversation recently with one the senior leaders at my company and he told me that’s the one thing that separates the good from the great.  The good worker will meet all their deadlines, crank out high quality products, not ruffle any feathers, show up on time, and do everything that’s asked of them.  The great worker on the other hand, may miss some deadlines and may make some people mad, but they’ll also be the ones coming up with the next great idea.  What was the last actual idea you had at work that wasn’t tasked to you by someone else? Did you tell anyone about it?  Did you act on it?

So, take my advice and carve out 30 minutes of your day to do some thinking.  This could involve:

• Catch up on your RSS feeds
• Read the paper
• Have a team meeting where the only agenda item is “what can we be doing better?”
• Go out to lunch with someone from a totally different part of the business and learning about what they do
• Be like Dr. House, find a ball to toss around and think about how to solve a problem
• Set up Google alerts for issues related to your organization and commit to staying on top of them
• Create an “If I were King/Queen for a day” list of ideas for your organization
• Do a Twitter search for your organization/brand and see what others are saying

Can you find time in your schedule to be great?

*Image courtesy of Flickr user Brian Hillegas

Image courtesy of Flickr user Percita

Over the last three years, I’ve met a lot of people who are their organization’s social media evangelist, lead, POC, pioneer, ninja, guru, etc., and I’ve met many others who are aspiring to take on that role.  Hell, I even wrote my last post to help those people get started.  While it’s easy to get caught up in all the hype that often follows the people in these roles – the promotions, the raises, the invitations to participate in selective working groups, the personal branding, the ability to make your living using Facebook and Twitter – I’d like to take this opportunity to help balance out the expectations.  The following statements aren’t necessarily good or bad, but they do paint a more realistic picture.

So, if you’re itching to become “the guy” at your organization when it comes to social media, be prepared:

• To be expected to know EVERYTHING about social media, not only about Twitter, Facebook, and wikis, but also all of the policies, trends, statistics, and laws too
• To know who else in your organization is also involved with social media and if you don’t, why not
• To encounter people who assume that because you’re on Facebook or Twitter while at work, that you’re never actually busy with anything
• To justify the return on investment (ROI) of  all the time you spend using social media
• To get dozens of emails from people every time a there’s a negative, controversial media article discussing the risks of social media (you should have seen how many people pointed to the Wired article came out showing how terrorists could use Twitter and told me, “see, that’s why we shouldn’t use social media)
• To be always on, all the time. No matter what meeting you go into, there’s always a chance that you may have to give an impromptu presentation
• To have people constantly asking you for your thoughts on the latest social media-related email/blog/memo/article/news/interview that came out
• To justify your existence to your managers when there are organizations who outsource their social media for a few cents per tweet
• To get inundated with requests like this – “I just read [insert social media link here]. Do you have like 30 minutes to meet with me so that I can ask you some basic questions?”
• To see your work (even within your own organization) turn up in other people’s work without any attribution
• To be told that “all this collaboration is great, but what real work have you accomplished?”
• To change teams and/or organizational alignment at least once

I’ve encountered all of these situations to varying degrees over the last three years, and at times, I’ve felt frustrated, excited, nervous, entrepreneurial, scared, sometimes all simultaneously, but through it all, I’ve always felt proud to be on the cutting edge of changes that need to be made. I’ve never wondered if it was worth it, and I can definitely say that I’ve always felt challenged and stimulated through it all.

If you’re considering being at the tip of the social media spear within your organization, make sure that you’re prepared…for everything.

While your organization’s initial foray into social media may have started with a junior public affairs professional, some webmaster in the IT department, more and more organizations are now trying to figure out how to integrate these social media “pilots” into their long-term strategies and plans.

In one case, I met with a room full of information security professionals. In another, it was a public affairs office. In another, I met with the recruiting office of an agency. In still another, it was a mish-mash of people including public affairs officers, project managers, internal communications, privacy specialists, records management professionals, and senior leadership. Everyone viewed “ownership” of social media differently. Some thought their team should control social media for the entire organization while others felt a more decentralized approach would be more effective. Others wanted to create an integrated process team with representatives from across the organization. The only thing that everyone had in common is the view that their perspective and concerns weren’t getting the attention they thought they deserved.

Internally, we’re going through a similar evolution – in a firm with 20,000+ employees spread across the world and dozens of different business lines and market areas, there’s no shortage of people now looking for ways that social media can help them and their clients. In talking with one of our Vice Presidents the other day, he asked me, “in your opinion, who should own social media here?”  Who was going to be THE person he could reach to with questions? The first answer that came to mind was “well, no one should own it, but there are a lot of people who need to be involved in owning it.”

Then yesterday, I came across this post by Rick Alcantara, “Who Should Control Social Media Within a Company?,” and I couldn’t help thinking that we’re asking the wrong question. If the use of social media is so transformative and paradigm-shifting, and we agree that there needs to be new processes and policies in place to deal with it, then shouldn’t we also be looking at new governance models as well? Why do we assume that social media should (or can) fit into our existing buckets?

Organizations traditionally consist of distinct lines of business, teams, branches, divisions, service offerings, etc. This model works great when these teams don’t have to work with one another – IT is responsible for protecting the network, public affairs is responsible for communicating with the public. Great.  But what happens when these teams need to work with one another, need to collaborate with each other?

In some cases, these teams work well together, not because of some formal charter or governance process, but because of the personal relationships that have been made. My team and Walton’s (my counterpart on our IT team) team work well together not because we were told to, but because he and I have a relationship built on trust and mutual respect for each other’s strengths and weaknesses. In other cases, one team works on something and then sends it on to the other team for a formal “chop.” That’s not collaboration – that’s an approval chain. Sometimes, an Integrated Process Team (IPT) is formed to facilitate this collaboration, but those too often devolve into screaming matches or passive aggressive maneuvering, and most IPTs don’t get any real power beyond “making recommendations” anyway.

Just as social media has fundamentally changed the way organizations communicate and collaborate internally, it is also forcing us to rethink the way we govern its use. Maybe social media shouldn’t be “owned” by anyone? Maybe it should be governed in a similarly transformative way?

The Solution

I like what Jocelyn Canfield, owner of Communication Results, has to say at the end of Rick’s post:

“Organizations are best served by collaboration, not control. PR, Marketing, HR, IR, Corp Communications all have a vested interest in effective social media activities, while IT and graphic design can be an important allies in seamless execution. If everyone feels ownership, everyone benefits.”

Emphasis above was added by me – I think everyone has to feel ownership, but they shouldn’t necessarily have ownership. Organizational use of social media impacts everyone across the organization in different ways, from IT security to HR to legal to marketing and ceding “control” to just one of these groups seems to be both short-sighted and unrealistic. What happens when you say that Public Affairs has control of social media, but then IT decides to block all access, citing security concerns? Who resolves that issue? Do the Directors of IT and Public Affairs arm-wrestle? Steel cage death match? Frank and thoughtful discussion?

The answer to who should control social media is everyone and no one. Here at Booz Allen, we’re bringing together both social media leaders and select representatives from across our various teams to form a committee, primarily to ensure that open, cross-team collaboration becomes the norm, not the exception. One of the primary roles for this committee will be to ensure that everyone feels ownership, but that no one is actually given ownership.

How’s this different from an IPT? Well, for starters, I’m proposing that all committee meetings be livestreamed internally where anyone from any team may watch/submit questions. We’ll be blogging internally about what we talk about. Meeting agendas and minutes will be posted to our internal wiki. Everything will be done in the open, encouraging participation, contribution, and truthfulness and discouraging passive-aggressive behavior, back channel discussions, and hidden agendas. The committee’s goal isn’t to determine who owns what; rather, it’s to ensure that everyone understands that no one owns anything.

Organizations should look at social media governance as a way to re-think traditional ownership roles in their organization. When this type of governance is based on open discussion and mutual respect instead of turf-protecting and power grabs, who owns what becomes less important and who KNOWS what becomes more important.

On New Year’s Eve 2008, I made seven social media resolutions that I wanted to try to keep during 2009.  I had to be in total control of whether each would happen or do not happen, they had to be realistic, and they were somehow related to the work I do with social media and communications. Today, one year and 2 days later, I wanted to revisit those resolutions and explore what I accomplished, what I didn’t, and why.

My first resolution was the always ever-popular “blog more often.” Looking back at the frequency of my posts, I averaged about one post per week. While this is less than I’d ideally like to blog, I found that while there are a ton of topics I’d like to blog about, I tend to blog only when I feel like I have something to say that offers some some value to you. While I didn’t necessarily blog more often, I think I did something more important, and made my posts of higher quality. Grade: B

My second social media resolution was to “focus on things other than social media.” I wanted to do a better job of taking some time to go spend time with my family, go to the gym, and do things outside of work. Unfortunately, as social media and the concept of Gov 2.0 gained more momentum internally and with our clients, it seemed that there was always more and more work to be done. Day-to-day, I found myself busier than ever, but this year was the first where I actually took some vacation time and went on a trip. I took some time off and went to Hawaii in May and then to Paris in December. I need to do a better job of balancing work and life every day, not just on vacations.  Grade: C

My third resolution was to “re-read the Cluetrain Manifesto.” This one was easy – this was one of the first resolutions that I tackled, and it resulted in one of my favorite and most popular posts of 2009, “Twenty Theses for Government 2.0, Cluetrain Style.” The best part of this resolution was that it helped me simplify things. There’s sometimes a tendency to overthink this social media stuff and we forget our fundamentals. Re-reading the Cluetrain Manifesto and my resulting post provided a good foundation from which to start.  Grade: A

My fourth resolution – to “spend an hour each day reading about social media” wasn’t as successful. I was rarely able to carve out an hour a day to read and comment on other blogs, discussion forums, online communities and books. I know the importance of participating in these discussions and growing my knowledge base, but it was difficult to keep this elevated on the priority list when I’m also balancing client work, performance assessments, proposals and white papers, internal governance roles, etc. We all face these competing priorities, but we also have to make community participation and professional growth a priority as well. In 2010, I hope that I’m able to turn this into reality. Grade: C-

Accomplishing my fifth resolution – “turn more of my virtual connections into real ones” – was my most fulfilling. Whether through the Gov 2.0 Camp, the Gov 2.0 Summit, or any other number of Gov 2.0 and social media events I attended over the last year, I had the opportunity to meet a huge number of people in real-life. I can’t possibly list them all here, but I can’t tell you how much more important friends and people are than followers or subscribers. Grade: A

My sixth resolution was an utter failure – “use email less internally.” Not only did I not use email less, I think I actually used it more often. Despite the availability of tools like hello.bah.com, Yammer, and instant messenger, email remains the least common denominator. From intern to Vice President, it’s the one tool that everyone has the access, the knowledge, and the experience to use. Until we can show demonstrable value of social media to everyone in the organization and make it as easy to use and accessible as email, it will continue to be difficult to wean people off of it. In 2010, I resolve to do more to incorporate social media into the things that I can directly control – the day-to-day workflow of me and my team. Grade: F

My final resolution of 2009 was to “proactively reach out to more senior leaders to teach them about social media.” Happily, this resolution was accomplished in spades this year. Whether through our reverse mentoring program spearheaded by Shala Byers or the numerous internal briefings that my team and I conducted, social media and Gov 2.0 has gone beyond “hmmm…that’s interesting” to full-scale “this is critically important to our business and we need to learn more.”  While we haven’t achieved broad adoption yet, we’ve certainly achieved broad interest to learn more.  Grade: B

Overall, I’d give myself a B- in realizing my 2009 resolutions. Not too bad, and to be honest, probably better than I thought I’d do! My biggest regret it that Iwasn’t able to cut down on my use of email more – I’m going to try to do more this year to incorporate social media into my routine processes and walk the walk a little better.

What about you? How’d you do in achieving your new year’s resolutions from last year?

Do the Evolution

Since that first day back in 2006, when I realized the opportunities that social media presented me, my company, and my government, I have evolved from an opportunist to a leader (I hope!), and I can only hope that I’ll continue to evolve in the years ahead. Here are the seven evolutionary stages that I went through as a social media evangelist – I’m interested in hearing if you find yourself going through a similar evolution, or if you skipped a few steps and went straight from an amoeba to advanced human

Phase One – The Opportunist

In the first phase, you are an Opportunist. In this initial phase, you’ve identified an opportunity – this can be for you, for your team, your division, or your organization. You start by doing exhaustive research to see if this opportunity is feasible and realistic. Your ambitions run wild as you focus on all of the raises, promotions, and accolades that are potentially available if you are able to take advantage of this opportunity. In my case, this is the stage where I first read books like the Cluetrain Manifesto and Wikinomics and when I first started using Intellipedia. I started talking with my mentors about social media and why it represented a huge opportunity for improving communication and collaboration internally and with our clients.  At this point, ideas of all kinds are running through your head, but they’re primarily driven by personal gain – I will be able to save time, work more efficiently, make more money, win an award, etc.

Phase Two – The Idealist

The next stage is the idealistic stage.  This is where you start adding outcomes to the ideas you’ve come up with. You start thinking things like, “If the intelligence community can collaborate on a wiki, then why isn’t every organization?  If only I could show them what we could do with a wiki, there’s no way they could turn that down!”  While in the Idealist stage, you don’t consider real-world issues like firewalls, policies, changes in administration, funding, or internal politics. You are going to change the world with this wonderful idea or product of yours and the masses will ask, “why didn’t I think of that?” You work almost solely in the land of potential and while this passion for social media starts flowing into all aspects of your work, you start to realize that passion and potential alone isn’t going to cut it.

Phase Three – The Pessimist

Quickly following the highs of the Idealist stage come the lows of the Pessimist stage. This is where you will most likely be brought back to earth by the policies, management, and politics of the real world.  You will be called naive. You will be told by people being paid much more than you that your idea can’t be done. Seemingly, everyone you talk with have a reason why your idea or dream can’t be accomplished. They will tell you things like, “we’ve never worked like that before” and “there’s no way that will work because of the policy.”  You will start to question if you made the right decision to pursue these ideas, if you’ve wasted your time going down some rabbit-hole that you’ll never be able to get out of.  You will get incredibly frustrated as you give what seems like the 100th briefing on what social media is, what it isn’t, and how it can help, and then see no tangible movement follow. You’re left wondering, “what’s wrong with everyone – this seems so obvious to me, and I just don’t get why they don’t recognize it too!!”

Phase Four – The Workaholic

In the Workaholic phase, you’re working 9-5 on your “real” job, and then 5-9 on your idea, your passion.  You’ve gained a critical mass of supporters and people have started to recognize you as the primary resource on social media. You’re fielding dozens of questions every day about what social media is and why it can be beneficial. If available, you’re one of the most active bloggers or wiki editors. If not officially yet, you’re functioning as the de facto community manager for the social media tool that you’ve inevitably already started. You’re trying to get others as excited as you are by being extra active – commenting on every blog, giving briefings to anyone who will listen, sending out emails to articles extolling the virtues of social media.  You’re suffering from both the Hatred of Losing Information (HOLI) and the Fear of Missing Out (FOMO).  This is the stage that I found myself in for the longest period of time, and I think it’s because I was focused on bringing social media to a 22,000+ person organization.  For smaller orgs, I’m guessing this phase is much shorter.

Phase Five – The Egotist

The Egotist phase sometimes overlaps with the Workaholic stage. This is where you get an overinflated sense of ego and might start calling referring to yourself as a social media expert or guru. You’ve now got more supporters than detractors. You’ve probably won a few awards and might have even gotten a raise or a promotion, due largely to your social media evangelizing efforts. In the Egotist stage, you start feeling a strong sense of ownership over all things social media, and think you have more control and authority than you do. You may even start arguing with people, saying, “you’re not doing it right!” The Egotist can be a very nasty stage, one that ends up actually inhibiting your overall goals. When I reached this stage, I was lucky because I had surrounded myself with lots of very smart, honest people who called me on it, and explained that I couldn’t control everything related to social media in an organization as big as Booz Allen. I learned that I could no longer be involved with every single social media-related effort – I had to become a teacher.

Phase Six – The Teacher

The Teacher phase is one born out of necessity. At some point, the desire for social media knowledge and expertise within your organization is going to grow so large and so widespread that it will be impossible for you to manage it all. You will no longer be able to keep up with the entire community’s activities. You won’t be able to fulfill every request for a briefing. You’ll need to teach others the same philosophies and methods that you’ve learned. You’ll have to help them determine how to navigate the political and administrative barriers that you’ve had to negotiate to get where you are now. This is the most critical phase, the phase that will determine if your social media efforts blossom into a scalable, organizational-wide effort, or just looked at as a proof of concept with potential.

Phase Seven – The Leader

The final phase (at least thus far) is the Leader phase. At this stage, you’ve formed your team and you’ve learned what you need to get involved with and what you can entrust to others. You’re not only managing the work of others, but you’re leading them as well. All your work to this point has set you up to be a leader of social media, not just an evangelist.  People respect and seek out your opinion, not because they have to, but because they think you have something to add. You’ve taken the “let a thousand flowers bloom” approach now and have totally reversed position on other social media leaders in the organization. You no longer feel threatened as you did in the Egotist phase. Rather, you now feel proud to see other people throughout the organization start to realize the value that social media can have. You officially transitioned from a grass-roots initiative to an accepted, respected, and valued service offering, capability, or culture.

So what’s the next phase?  I’m not real sure at this point. I think that I’m currently transitioning from the Teacher phase to the Leader phase, but I’m not entirely sure what’s next. My hope is that social media will just become so ingrained in people’s lives that it will be time for a new evolution to take place, an evolution that uses social media to help further an even greater cause.  Maybe that’s when you enter the “Mentor” phase…