Social Media Strategery

Let’s do an experiment. Take five minutes and do a quick search of your organization’s blogs, microblogs, wikis, and forums that are available behind your firewall – and then let me know what the most popular topics are. Do they involve ”social media,” “Web 2.0,” “new media,” “mobile,” “enterprise 2.0,” or “collaboration?”

Now, take a look at who is posting and commenting on these topics. Are these the same people who also have the most overall comments, posts, edits, and connections? If so, Mr. Popularity may be taking over your community and the worst part of it all? He may actually think he’s helping you.

You see, while these active champions are responsible for seeding a majority of the content, answering questions, posting content, editing pages, and creating topics, they can also skew the content to suit their own agenda and create a chilling effect on opposing viewpoints and topics. This makes your communities far more social media and technology-oriented than your organization really is. In the early days of your online community, this may be of little concern to you – content is being created, new members are joining, and discussions are happening. This creates a vibrant community for those employees interested in social media and technology, but unfortunately, further dissuades those interested in other topics from joining. Mr. Popularity, once an ally, now becomes a challenge to be overcome.

I’ve actually experienced the pros and the cons of being Mr. Popularity on our  own hello.bah.com community a few years ago. I was one of the first community managers and was a very visible and active champion for the platform. I became known as the guy who could get conversations started, who could help increase traffic to a post, and who would be willing to give an opinion when no one else would. Our internal communications staff was even pitching me to get me to share official corporate messages because I had built up a decent sized following on my blog. This worked out great in the beginning – I was able to help drive some additional traffic to the platform, increase user adoption, and create a ton of new content that was shared across the firm. The double-edged sword of being Mr. Popularity hit me right in the face though when I got the following email (excerpted below):

“When I ducked into our VP’s blog, I noted you had already jumped in with what appears to be a standard, or getting there, pat on the back and tutorial…  Are you becoming too intrusive beyond cheerleading?  The speed at which you’ve already entered the room is giving me the thought that you are becoming Master Control from the movie Tron. I can’t recall reading anyone’s blog that I can’t remember seeing you there in the first couple of replies.  You write extensive replies very quickly that to me verge on being somewhat inhibiting for others, like me, to weigh in so as to not repeat a point.”

Wow! And here I thought I was being helpful! I thought by commenting on everything I could get to, I could help build and reinforce the collaborative culture we were trying to create. And at first, that’s exactly what I was doing. Little did I know that as the community grew beyond the early adopters, my hyper-activity that was a boon at the start was now becoming a detriment. Instead of a community manager, was I becoming a community bully?

To find out if your Mr. Popularity is negatively impacting your community, ask yourself these questions:

1. Does Mr. Popularity know that he/she is having a negative impact? These active champions probably don’t even know that they’re causing harm. Quite the contrary – they probably believe that they’re helping. Like the email I received above, reach out to them and have a discussion with them about their contributions and show them areas where instead of helping create conversation, they may have inadvertently stopped it.
2. Who are your most active contributors beyond social media and technology? The best way to lessen the influence of Mr. Popularity is to identify people in other business areas who are willing and able to post and discuss content areas like HR, Legal, and Operations.
3. What is your role in the community? Do a bit of self-reflection – maybe you are Mr. Popularity. Talk to your colleagues and find out what they really think of your online presence. Do you come across as overbearing? Too focused on one topic? Closed off to other opinions? Publicly, you may be receiving all kinds of positive reinforcement. But what are people saying among themselves that they aren’t sharing publicly?
4. What other possible reasons exist for the gluttony of social media/tech-related topics? Are community members discouraged from discussing operations? Has the Director of HR banned his staff from participating? Having a few individuals who are hyper-active on your online community and skewing the conversations toward their interests is like having two good quarterbacks and not being able to decide which one to start. It’s usually a good problem to have, and despite some of the challenges identified in this post, they are still likely helping more than they’re hurting your community.

Mr. Popularity isn’t necessarily a detriment to your community. Quite the contrary – they’re likely some of your most valuable members. But, left unchecked, they do have the potential to take over the community – its members, its content, and its discussion. The key is in channeling their energy and enthusiasm and focus it on helping grow the community as a whole, to include topics other than social media and technology.

*This post originally appeared on my AIIM Enterprise 2.0 Community blog.

Thanks to all who came to my presentation at the ACMP 2011 conference – as promised you can find my entire presentation here!

In the fall I wrote a guest post entitled, “But I Don’t WANNA Change” about using change management techniques to encourage the adoption of social media within organizations. Over the past six months, I have seen how many people are interested in this topic, and I will be discussing it again at the Association for Change Management Professional’s conference May 1-4. One thing I have learned, however, is that even though social media is sweeping the world, that doesn’t mean your internal platform will engage your employees.

Social Media is Fast

Collage of social media icons

Photo Credit: Flickr, myretailmedia

Over the past five or six years we have seen a societal transformation take shape. Social Media has forever changed the way the world communicates. At the root of that change is behavior change; the idea that people had to learn to start doing something in a new way. There are always those early adopters (think Twitter users in 2007, Facebook users in 2004), but generally large-scale adoption of new communications tools takes years, often decades (think radio and television) – until now. Social media has raced across the globe in just a few years, with billions now taking part.

Social media has even had time to have what I call ‘nano-changes’ (nano as in rapid changes within a larger change). In the last several years we’ve seen a remarkable shift from blogs and discussion forums to instant update platforms like Twitter and Foursquare. There has also been a substantial move to mobile technology.

Behavior Change is Slow

A turtle slowly plods along

Photo Credit: Flickr, jhoward413

So how does understanding this information help you build a successful internal social media platform? Because to unleash the power of social media you have to understand human behavior. We are social creatures, but businesses that assume our social tendencies will ensure the success of a new collaboration platform are gravely mistaken. Why? Because they underestimate one crucial human behavior, we are social creatures AND creatures of habit. Change is hard, change is work, and getting people to change behavior requires significant effort.

These platforms often fail because:

1. They are poorly implemented and explained
2. Users don’t have a clear understanding of why using the site will help them
3. Leadership doesn’t lead by example and engage users via the platform
4. The tools don’t provide meaningful, updated information
5. They weren’t designed with the end-user in mind, so the user interface is complicated or confusing
6. They don’t continue to evolve

Here’s my take on each of these issues.

1. Solve a specific problem: A poorly implemented and explained IT implementation will always fail. (And make no mistake building an internal collaboration platform is an IT implementation.) My previous post has some detail around this particular issue, but one point reigns supreme: build the platform to meet a business need. Define the goal clearly and help employees understand how this new platform will achieve that goal. Is your goal to train employees, improve morale, or communicate more effectively to a global workforce? Define the goal, then design the platform to achieve it, and then communicate the hell out of it!

2. Clear vision: If users don’t understand what it is or why they should use it, it’s because the vision for the project was not clearly articulated. Take this example:

We are designing a web portal that through a user authentication process will enable simultaneous global interactions in a safe, behind-the-firewall employee collaboration platform.
OR
We’re creating a secure website where our employees can collaborate, share ideas, and inspire one another.

Articulating the vision is leadership’s responsibility, and the first step is to make certain people understand the critical elements. The second message clearly explains what it is, who it’s for, and what the benefits are, without using jargon.

3. Lead by example: If your CEO is still sending mass emails to everyone instead of launching the latest firm initiative via the new platform, then employees are receiving conflicting messages. Not only that, but if leadership is noticeably absent from the blogs, discussion forums, or communities created in the new platform then they are not reinforcing the use of the tool by modeling the behavior they expect to see – the employee thinks, ‘well the boss doesn’t use it, why should I bother to learn how?’

4. Content drives adoption: If people find the content engaging, informative, and useful they will return, if they don’t they are history. There are two parts to this: first, the content must be provided in an interesting manner. Don’t just post the company’s newsletter on the platform – make it interactive, use the discussion forum to determine the content for the next newsletter, etc. Second, the content needs to be consistently updated, which means you have to allocate enough resources to make sure the platform stays relevant and organized.

5. User first! It is always surprising to me how often the simplest (and arguably most important) issue is lost in the myriad of technical details – if the user experience is poor, they won’t use the site. Very few people will take the time and money to do a full, extensive usability review, but there are other options. First, there is ‘do-it-yourself’ usability that can be quite helpful. Steve Krug has a great book on this topic that has practical tips that really can improve any website. Another solution is to launch your new platform in beta, tell everyone it’s in beta, ask for their honest, candid feedback, and then (here’s the trick) listen to them! People are MUCH more forgiving of a new platform if they can see the site improving and evolving, which brings me to my last point…

6. Evolve, evolve, evolve: A platform that doesn’t grow with the needs of its users, no matter how well promoted it is, will ultimately stagnate and die. You don’t have to have a complete overhaul every six months, but you do have to continue to provide your users with more value. The other key here – don’t just add stuff, go back to your business drivers and add the stuff that reinforces those business objectives. Ask users what features or functionality they would like, and if it’s technically feasible give it to them.

Each of the issues above are core change management principles: creating a sense of urgency, articulating a clear vision, leading by example, and gathering feedback to continually evolve are all crucial steps to ensuring a successful internal collaboration implementation. It’s not build it and they will come, it’s more like build it, do all of this hard work, get them involved, and then they will come! But hey, better that than yet another wiki that no one uses, right?

Michael Murray is an Associate at Booz Allen Hamilton, where he has helped clients use social media to engage people around the world and in the office across the hall.

How many of us have thought (or said) those words? Whether we like it or not, social media has changed the way we communicate and interact with other people. For some that change has been exciting for others it has been exhausting, but for anyone engaged in social media, they have already accomplished one thing – they have changed their behavior.

Clay Shirky has an excellent quote in this short video, where he says, “A revolution doesn’t happen when a society adopts new tools, it happens when a society adopts new behaviors.” This has become a sort of mantra for me – it’s about changing behaviors, it is not about getting people to use a wiki/blog/social networking site, etc.

I recently gave a presentation to a regional International Association of Business Communicators’ (IABC) conference in Philadelphia. The subject was using change management methods to encourage social media adoption within organizations. I was excited to share my ideas about something that I felt way too many social media enthusiasts overlook – the fact that if you expect people to adopt new tools, what you are asking them to do is to fundamentally change their behavior. To do that effectively within an organization you need to use change management.

Dr. John Kotter wrote a revolutionary book in the 1990s called Leading Change. The principles of that book can be found on his website, and what I like about them is that they are universal truths. This isn’t some convoluted graphic model that shows 47 change management processes running in parallel. (Can you tell I hate those?) These are basic principles about human and organizational behavior. It doesn’t matter if you sell shoes, computers, or services, these truths can help your organization transform.

For the IABC presentation, I took Kotter’s principles and applied them to encouraging social media adoption within organizations. During my presentation there were two key questions that really brought home the specific challenges people are facing.

“How do I get my boss to understand that we can use these tools to find new customers?”

Like any good consultant I answered the question with a question. I asked, ‘do you know what social media tools your potential customers are using?’ The answer was no. My advice to this person was – do some research. Don’t just tell your boss, hey, there are people out there using social media and we can sell products to them. Do your research and prove it.

Before you can complain that your company won’t engage in social media, you have to clarify to your boss that there is something tangible to be gained by doing it. Remember, engaging customers is good, but increasing customer loyalty, selling more products, improving customer service – these are ideas any company can get behind.

“My company launched a wiki, but no one uses it. How can I help get people to understand the value of it?”

This is a sad, true statistic – 68% of IT implementations fail. I asked a few follow-up questions, but the gist of the issue was this – IT built it, the communications team wrote an internal memo about it, and that was it. They expected people to just start using this new tool. Of course there were some early adopters (there always are) so the initial results were encouraging, but after a few months usage was way down and no one could understand why.

The answer was simple – you asked people to change the way they behave without giving them a reason to. You didn’t you answer the question “What’s in it for me?” but you also didn’t use change management. Expecting people to change their behavior without understanding the reason for the change or the tangible benefits to them is not realistic.

Here are some key principles to change management, derived from Kotter’s eight common mistakes:

Develop a shared understanding of the problem you’re trying to solve – remember urgency lives where problems exist

• For social media the key is making sure you are addressing a fundamental business need. Is the goal to train employees, improve morale, or communicate more effectively to a global workforce? Determine the business need and get everyone to agree on it and then you can start talking about solutions.

Gather senior executives, middle management, and junior staff to be the guiding coalition

• This cannot be a ‘top down’ approach. Gather support from each of the tiers within your organization by helping them understand how this solution will help them. Talk to them about the things that matter to each of them – don’t think one message will work for three different audiences!

Get the naysayers to participate in building the strategy

• Be sure to engage the traditional naysayers (IT, Legal, etc.) and the late adopters in your organization early and often to address their concerns. You may just make them believers, but at the least you will understand their concerns and reduce their negative influence

Develop a concise and clear change vision – 5 minutes or less!

• Employees at all levels have to understand what the change is, why it’s happening, and what the goal is. If your boss can’t communicate all of that in 5 minutes, how can he or she expect the employees to talk to each other about it?

Communicate the change vision over and over and over…

• Consistency is everything – this is no different than any communications strategy. Analyze your audience, develop your messages, and deliver them in multiple ways consistently to build awareness.

Set small, achievable goals to gather momentum

• Don’t try and do everything at once. Launch one component, get feedback, make improvements, and add functionality. This will show employees that you are listening and building this platform to meet their needs.

Understand this is evolutionary, there is no touchdown dance, just achievement of milestones

• As you begin to get good news about early adoption, it is easy to sit back and relax on messaging, on rolling out the next feature, etc. DON’T – that is a sure way for the effort to ultimately fail.

Make the change part of the fabric of the organization

• A key to the success of these enterprise 2.0 solutions is to embed them in the culture. Use the discussion forum to launch initiatives, use profiles to staff projects, use document storage as the only place to find materials. Make the site indispensable to your employees to ultimately have long-term successful adoption.

Remember this key fact – changing behavior is hard. How many times have you tried to lose a few pounds, quit smoking, or stop working on the weekends? Change is difficult for people, so you have to help them understand why changing their behavior will be a good idea for them. Make it about the individual and the organization – do that and you have a chance to really make a difference!

Michael Murray is an Associate at Booz Allen Hamilton, where he has helped clients use social media to engage people around the world and in the office across the hall.

Image courtesy of O'Reilly Conferences on Flickr

As I’ve said many times before, Government 2.0 isn’t about technology, but what that technology enables. When the TSA rolls out an initiative like the IdeaFactory, developing and implementing the technology is the easy part (disclosure: my company has supported the IdeaFactory project).  When the GSA implements the Better Buy Project, getting UserVoice up and running was probably one of the easiest tasks on the whole project.  No, when a government agency decides to use technology to try to become more transparent, participatory, and/or collaborative, the technology isn’t what’s keeping the project leads up at night.  The hardest part of all of these initiatives is figuring how to change the way the government operates.

Managing change in the government is HARD, much harder than in the private sector. Leadership and, consequently, leadership priorities are constantly changing as administrations change. Because of this, employees suffer from change fatigue (if you don’t like how your department was reorganized, wait a year and it’ll change again), middle managers don’t invest in the change themselves, and leaders all too often push forward with their own agendas and goals, current organizational culture be damned. It’s no wonder we’re still talking about how the best way to create Government 2.0 – we’ve been way too focused on the easy part of this, the technology.

But if changing the government is so difficult, then why have some government leaders succeeded in bringing effective changes while so many others have failed?

To try to answer this question, Booz Allen Hamilton teamed with Harvard University Professor of Public Management, Steven Kelman to identify the common methods—the best “leadership practices”—used by successful government executives to transform their agencies and achieve mission goals. By studying 12 federal cabinet and sub-cabinet level agencies from the administrations of former President Bill Clinton and former President George W. Bush, the study determined which organizational strategies worked best for delivering effective, meaningful change in government—and which did not.  More than 250 interviews were conducted with federal agency leaders and their employees, career executives, congressional staff, unions, media, customers, and interest groups.

So, why are some government leaders able to innovate and reinvent themselves and others stagnate?  At this year’s Gov 2.0 Summit in Washington, DC, some of the findings from this study were discussed at the “Do You Have What It Takes to Change Government?” session. If you’re responsible for a Gov 2.0 initiative, here are some of the key findings that you should keep in mind as you attempt to change government.

• Use a collaborative strategic planning process - This isn’t going to happen via a memo or directive alone.  If you believe that your employees will become more open or collaborative because the boss said so, think again. Involve your employees in the strategic planning process. Sure, it takes a little longer, but you’ll be surprised at what you’ll learn and your employees will have some ownership in the change instead of feeling like they’re being told what to do.
• Develop performance measures – what does success look like?  Can you explain how becoming more open and collaborative will help your agency/team/department/group/division better achieve its mission?  Ten thousand Facebook fans isn’t a goal – your goals should be tied to your organization’s goals and objectives, and your employees should be judged on their ability to achieve those goals.
• Be proactive in building relationships with external groups – Your agency doesn’t exist in a vacuum.  Identify other groups who may be impacted, positively and negatively, and proactively go and meet with them.  Talk with them, listen to them, and involve them wherever and whenever you can.
• Re-organize if you need to – Assess the current organization and determine if you can achieve your goals within the current structure. Are there impenetrable stovepipes? Are there too many layers of middle management? Are there personality conflicts and “turf-guarding?”  Don’t be afraid to shake things up and move people around.
• Focus on 2-3 goals – The majority of successful leaders in the study had 2 or 3 goals that were action-oriented and quantifiable. Unsuccessful leaders typically had jargon-filled, tactical, action-based goals that described the effort, rather than the outcome. Gov 2.0 goals should be focused on an outcome – improving customer satisfaction levels or decreasing FOIA requests by making more data available online, etc.  Unsuccessful leaders typically use goals focused on an action – “implement a new knowledge management system” or “use social media more effectively.”

Here’s the full presentation as it was given at the Summit: