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.

Last night, while flying home from the Enterprise 2.0 Conference – Santa Clara, I thought about all of the sessions I attended, the people I spoke with, the demos I watched, and I kept thinking back to something that Dawn Lacallade said in her presentation on Wednesday afternoon:

“If you want your Enterprise 2.0 efforts to be successful, you have to use words other people understand and care about.”

She went on to say that instead of talking about social media, social business, building communities and why your organization needs to use blogs, wikis, and microblogging, you should be talking about increasing sales, increasing productivity, and cutting costs. If you’re talking with Director of HR, he doesn’t care that you are managing 100 new communities or that 1,000 Yammer messages were posted today. He wants to know if the attrition rates are going down or that new employees are getting acclimated more quickly. For you, building communities might be the goal. For him, those communities don’t mean anything unless they can help him reach his goals.

Paradoxically, sometimes the best way to implement social tools are to not refer to them as social tools. This isn’t a new concept – do a Google search for social media leadership buy-in and you’ll come across thousands of articles and case studies all saying some variation of, “focus on the business objectives, not the tools.”

For Enterprise 2.0 to be successful, we have to take it much further. This about much more than what words to use. It’s about integrating the use of Enterprise 2.0 tools into the actual business. It’s about realizing that these tools are a means to an end, not the end itself. It’s about understanding that a social business community that isn’t tied to actual business goals isn’t sustainable.

In this article, Chris Rasmussen explains how five years after the launch of Intellipedia, there’s still a long way to go to integrate it into the way the Intelligence Community does its work.

The United States Intelligence Community (IC) has made tremendous strides over the last several years with the introduction of a wide range of social software tools such as wikis, blogs, user tagging services, and social networking services for knowledge management and information sharing.  Looking back over the last five years there’s little question that “information sharing” has increased across the board and the Web 2.0 tools mentioned above have helped with this moderate cultural shift.  We have successfully automated the digital watercooler, created a massive unofficial knowledge base, and improved search by increasing the amount of links, but is this it?  Are process gains in informal channels the optimized promise of Web 2.0 at work? What about the official channels?  Content exchange is the lowest rung of the collaborative ladder when compared to joint knowledge co-creation in official channels and this has not happened within the IC.

This is where the Enterprise 2.0 industry finds itself today.You’ve brought social tools to your Intranet? You’ve created a dozen active, vibrant communities behind your firewall? That’s great, but don’t go patting yourself on the back too much. Now, let’s drive it deeper into the business. If your goal this year was to bring Enterprise 2.0 to your organization, your goal for next year should be to integrate those tools into one or more of your business units. If you spoke at the this year’s Enterprise 2.0 Conference and talked about community management or your implementation of SharePoint, Newsgator, Yammer, Socialcast, Clearvale or any of the other platforms, next year, I want you to bring a leader from another part of your business who can talk about how he’s used the platforms and the communities to have a tangible impact on his business.

Becoming a Social Business isn’t enough – you also have to become a better business.

A community of practice (CoP) is, according to cognitive anthropologists Jean Lave and Etienne Wenger, a group of people who share an interest, a craft, and/or a profession.

Over the last year or so, the term communities of practice has entered the social media buzzword lexicon along with virtual collaboration, engagement, platforms, and Enterprise 2.0. Senior leaders want to establish them, new employees are being told to join them, and middle managers are being told to support them, but what, exactly are they?

Nowhere in the definition above does it mention the words website, wiki, blog, or social network. Nowhere does it say that it has to be virtual or physical or even either/or. There is no reference to the tools that are used to facilitate the communication and collaboration, nor is there a defined set of characteristics that define how a community of practice works or what topics they discuss.

A group of people who share an interest, a craft and/or a profession. Sounds pretty simple, right? Sounds like we might already be members of dozens of communities of practice – at work, at church, at school, etc. It’s just a group of people communicating and collaborating openly around a topic that they all care about. CoPs have existed for as long as people have had a desire to learn from each other.

Whether your organization knows it or not, your company/government agency is already filled with CoPs. Just because all of their communication and collaboration doesn’t happen to occur on your designated SharePoint site doesn’t mean that people aren’t already communicating and collaborating around a shared topic of interest. Whether it’s the group of new hires who coordinate the monthly happy hours or the new parents who get together over lunch to discuss work/life balance, communities of practice are alive and well within most organizations. They just might not be the ones with a unique URL on the Intranet.

Are you creating a community of practice or are you just creating another website? How does your CoP stack up to some of these statements?

• People voluntarily spend time helping others in a community of practice. People visit a website to download what they need.
• CoPs focus on adding value to their members. Websites focus on getting new users.
• The success of a CoP is measured in anecdotes, efficiencies, and employee satisfaction. The success of a website is measured by hits, visits, and referrals.
• The members of a CoP volunteer their expertise to create new tech features. A website has paid developers who add new features.
• A CoP is built around conversation. A website is built around content.

Communities of practice have been around for decades, and for decades, they’ve helped countless organizations navigate major changes, increase productivity, cut duplication, and make work more enjoyable. In many cases, the use of social media has enhanced these CoPs by providing more tools and opportunities for people to connect with other people. Unfortunately, social media has also given rise to zombie communities filled with content on blogs, forums, and wikis, but which lack any actual human interaction. What are you building?

For more about Communities of Practice, check out Cultivating Communities of Practice: A Guide to Managing Knowledge, Harvard Business School Press, 2002 by Etienne Wenger, Richard McDermott, and William M. Snyder.