Social Media Strategery

Ugh – the phrase 2011 social media resolutions returns more than 12 million search results on Google and I find most of them totally insufferable. Let me guess – in 2011, you resolve to “blog more often,” “double the number of Twitter followers you have,” “stop spending so much time on Facebook,” and “engage more with your customers/readers?”  Two years ago, I even did one of these posts myself.

So why do I have such an aversion to these posts now? To start,  most of them are cliche (blog more often!), totally ambiguous (engage more!), or common sense (listen to other people!).  For most people, the social media resolutions post has become blog filler that doesn’t really offer any value, to the author or to the reader. Now, if you really want to make some social media resolutions, here are the ones that I wish I’d see more of among those 12 million.

1. I will stop using the terms “guru,” “ninja,” “evangelist,” “rockstar,” and “czar” to refer to people who know how to use social media.
2. I will blog less.  I will stop filling the Interwebs with my self-important crap and instead blog only when I have something valuable to share, not so that I can maintain some search engine ranking or social media web ranking.
3. I will do at least a cursory Google search before I write a new post to see what other people are saying about the topic about which I’m going to write.
4. I will not copy and paste other people’s entire blog posts onto my blog with two lines of “analysis” and claim it’s a post that I wrote.
5. I will write about someone other than myself or my company at least once in a while.
6. I will read every blog comment I write at least once to myself before clicking submit to make sure I don’t sound like an idiot.
7. I will check the facts of the content that I post before I upload it.
8. When I make a mistake, I will apologize and correct it as soon as possible.
9. I will attribute all content to the original author if it’s not my own.
10. I will stop getting frustrated with people who don’t understand social media and instead will empathize with them.
11. I will finally come to the realization that for all the hype I help spread about Twitter, it’s still only used by less than 10% of the U.S. population.
12. I will stop telling my clients that they have to have a Facebook page, Twitter account, Second Life presence, or blog. I will instead help them integrate these tools into their strategies where it makes sense.

What about you – what social media new year’s resolutions would you like to see more of?

In the last few months, I’ve received an increasing number of “hey Steve, how would you recommend someone get started in social media or Government 2.0?” emails, and I’ve gotten tired of sending out the same emails time and time again. I’ve been meaning to write a post like this for a while, but even I was little overwhelmed at the resources available! So, here’s my attempt at creating a post (with comments) that will hopefully become a helpful resource for those interested in learning more about social media and the Government.

*I realize that there will be GREAT resources out there that I miss in this post – PLEASE add them below as a comment so that others may benefit!!!

The Fundamentals

1. Government 2.0 is about more than just social media. I define it as “the strategic use of technology to transform our government into a platform that is participatory, collaborative, and transparent” but that’s just one definition – there are a LOT more.  However, to make this post manageable for you guys, I’ll be focusing primarily on the social media and communications side of Government 2.0 here.
2. Read the Twenty Theses for Government 2.0 – if you’re interested in this world, read these basic tenets of how social media and the government works
3. You’re not going to learn this stuff via books and blogs alone – you’re going to have to get your hands dirty and actually use these tools to interact with the people you’re trying to reach.
4. Don’t apply mass media (press releases, TV, radio, etc.) rules and processes to this. Good fundamentals in interpersonal communication will serve you well.  There are no audiences or eyeballs any more – you’re going to be dealing with real people here.
   

   Gov 2.0 milestones from 2009

5. Getting “good” at this is going to take time. I can’t give you a checklist of things to do and magically, you’re going to be good at it when you’re done. While I wish it were that easy, just keeping up with all of the changes that are taking place in the government is hard enough. The environment has changed so much even in the last year. That’s why all these steps will get only get you started – it will be up to you to keep the progress up!

The Starter Videos

• Go to http://www.commoncraft.com and watch their videos on technology – great starting point to understand the basics
• Watch the Social Media Revolution video as it will give you some great stats on the impact of social media)
• The Us Now Video (warning: it’s an hour long, but it’s a fantastic, inspiring piece on Government 2.0)
• Web 2.0 … The Machine is Us/ing Us by Michael Wesch
• Don’t try to be a social media guru like this guy (Warning: NSFW language)
• Social Media ROI by Socialnomics – wondering whether social media is worth the effort? Watch this video to see why it is.

Baby Steps

• Do a Google search on your name. Find out what’s available online about you already – this is your first impression to most people.  Do you have a popular name and the results are flooded with data that’s not about you? Doesn’t matter – I don’t know that that’s not you.  You NEED to be aware of what’s out there about you and what can be associated with you.
• Set up a Google Alert for your name/organization so that you’re notified whenever someone writes a blog post, news article, etc. about you or your organization.
• Read Chris Brogan’s “If I Started Today” and his “Social Media Starter Pack” posts
• Do some internal research.  Search your organization’s Intranet to see who in your organization is already doing something with social media or Government 2.0.  Find out who the experts are within and introduce yourself to them.  Have a meeting with them and find out what they recommend/where you might be able to help. I know this is all new to you, but chances are, someone has already started doing something with social media internally.
• Do some external research.  Google your organization’s name and “social media” or “Government 2.0” or “open government.”  Find out what, if anything, is being said externally.  Maybe you’ll find out additional names of people you can reach out to or maybe you’ll find nothing – either way, it’s better to have done your research first.
• Find your organization’s social media policy/guidelines and memorize them. Print them out and stick them to your wall.  If your organization doesn’t have any social media guidelines, find your external communications policy and see if it’s covered in there. If not, then go and talk with your public affairs/external communications team and have a conversation about this.

Setting the Stage

The government – federal, state, and local – isn’t some late adopter in social media. In many cases, they’re leading the way. Before you start thinking that just because you work in an office that still only has Internet Explorer 6, and any social media knowledge is just going to blow everyone away, take a look through some of these influential  documents on what the government is doing in this area.

• Social Media and the Federal Government: Perceived and Real Barriers and Potential Solutions – written in 2008 but should give you an idea of how far we’ve come since then. Many of the points are still valid.
• Transparency and Open Government Memo – issued the day after President Obama took office
• Open Government Directive – issued on Dec. 8, 2009, this directive directs executive departments and agencies to take specific actions to implement the principles of transparency, participation, and collaboration set forth in the President’s Memorandum
  

  The Open Government Directive set the wheels in motion for a lot Government 2.0 initiatives

• GSA Terms of Service Agreements with social media providers – GSA has signed agreements with Facebook, MySpace, Flickr, YouTube, Vimeo, Blist, Slideshare, AddThis and blip.tv, and is in discussions with many other providers that offer free social media services
• Department of Defense (DoD) Official Policy on Social Media – this policy states that the default level of access should be open so that all of DoD can use social media.
• OMB’s Guidance on Using Challenges and Prizes to Promote Open Government – highlights the policy and legal issues related to implementing the Open Government Directive
• The White House’s Open Gov Dashboard – Quick look at how the individual agencies are faring in implementing the Open Government Directive
• The Federal Government’s Open Gov Tracker – Government agencies are soliciting the public’s ideas on how to make them more transparent, participatory, collaborative and innovative.
• The White House’s Open Government Innovations Gallery – take a look at some of the best examples of open government done well

Books

If you’re a book reader, go out and get the following:

• The Cluetrain Manifesto
• Putting the Public Back in Public Relations
• Naked Conversations
• Here Comes Everybody
• Groundswell
• Wikinomics

Daily Reading

• Get started with Google Reader – this will become your hub where you will be able to subscribe to the latest news, tips, tricks, advice, and trends anywhere on the Internet
• Subscribe to the following social media blogs (just a starting point – click around on their blogs to see who they’re reading too):
  • Chris Brogan’s blog
  • The Social Media Explorer by Jason Falls
  • Mashable
  • Web Strategy by Jeremiah Owyang
  • The Buzz Bin
  • PR-Squared by Todd Defren
  • Shel Holtz’s blog
  • Cheeky Fresh by Mark Drapeau
  • Social Butterfly by Alex Bornkessel
  • KD Paine’s blog for the absolute best resources on measuring and evaluating your social media efforts
  • Head over to Alltop and browse through their listing of social media resources too
  • Now, subscribe to the following Government 2.0 blogs (again, just a starting point – see who these folks are reading and consider subscribing to their blogs too):
    • Social Media Strategery (that’s me J)
    • Craig Newmark’s blog
    • GovTwit by Steve Lunceford
    • GovFresh
    • GenShift by Andy Krzmarzick
    • Andrea DiMaio’s blog
    • Transformation in the Federal Sector
    • FedScoop
    • Governing People (disclosure: I’m on their Board of Editors)
    • Digiphile by Alex Howard
    • On Dot Gov by Gwynne Kostin
    • Andrew Wilson’s Posterous
    • Doug Beizer from Federal Computer Week
    • The Dorobek Insider by Chris Dorobek
    • NextGov
    • OhMyGov!
    • Now, make sure you actually read the posts on those sites.  Start your day by opening your RSS reader and clicking through to see what’s new.  In coordination with your organization’s social media guidelines/policies, start commenting on these sites. Don’t just listen – start engaging too. Get comfortable with writing a blog comment on a public site, even if it’s as simple as saying “I loved reading this post.”

Become Part of the Online Community

• Get on LinkedIn. Here’s a good primer on how to get started there. LinkedIn is the most popular business-oriented social networking site there is. It’s low risk, and it will give you a starting point for your online activities.
• Join GovLoop, the “Facebook for Government” with more than 25,000 members, and read through their Getting Started Guide. Try to visit at least once a day.
  

  Join GovLoop if you haven't already

• Join Twitter (watch Twitter in Plain English). No, it’s not just a site where you’re going to hear what people ate for lunch. This is where you’re going to get a chance to meet and interact with some of the top social media and Gov 2.0 minds in real-time.  Once you create your account, start by following these people/lists:
  • Read LifeHacker’s The Six Ways You Should be Using Twitter
  • Take a look at the people I’m following for a good mix of social media, Government 2.0 (and some sports) types
  • Adriel Hampton’s excellent Gov 2.0 List
  • Mashable’s Who’s who in social media list
  • GovTwit is an exhaustive list of every Government 2.0-related person/org on Twitter
  • UPDATE (thanks VideoMinutes!): Set up searches for the two primary hashtags related to Government 2.0 – #opengov and #gov20

Protecting Your Privacy

• As you’re signing up for these social networking services, and you start “getting out there,” don’t forget that there are privacy implications to everything you post online. While the following resources will help educate you on the privacy policies and best practices of social media, I always tell people not to post anything online that you wouldn’t want your boss/mom seeing. I don’t care what check boxes you select or what privacy setting you use – if it’s online, consider it public.  Facebook doesn’t have a setting to prevent “right click, save as” or from hitting the PrintScreen button and grabbing a screenshot. 
  • WIRED’s Threat Level Blog – great source for the latest in online privacy and security issues
  • Social Media Security Blog - really good blog how to balance the open and transparent nature of social media with protecting your privacy
  • Quick tips on privacy and security on LinkedIn – stay safe on LinkedIn
  • How to Use Facebook Privacy Settings and Avoid Disaster – Don’t be that guy that gets fired for posting that picture of you doing bodyshots with that “friend” you met on spring break
  • A Guide to Your Twitter Privacy and Location Safety – Twitter just added a geo-location feature – what does that mean to you?

Newsletters

• Subscribe to the Daily Scoop from FedScoop
• Subscribe to the SmartBrief on Social Media – fantastic daily email newsletter on the top social media stories of the day (disclosure: I’m on their Advisory Board)
• Subscribe to KD Paine’s Measurement Standard newsletter for the latest news, tips, and strategies for measuring and evaluating social media
• If you’re a member of GovLoop, you’ll also receive the GovLoop Weekly, a newsletter highlighting the best of GovLoop each week

Bookmark These Government 2.0 Resources

• Check out the Federal Government’s Social Media SubCouncil’s wiki – this is a group of government web managers at the federal, state, and local levels who are bringing together social media best practices and other resources for the benefit of government agencies
• Check out the Federal Web Manager’s Council page and get familiar with what they do.
• GovLoop’s “Best of” Gov 2.0 Presentations

Social Media is About Connecting Offline Too

Becoming comfortable and effective with social media doesn’t mean just mean sitting in front of your computer either.

• Get out there and meet some of these people too!  Join the Social Media Club (it’s free) and find your local chapter.  This is a GREAT way to get to know other social media professionals and learn from them.
• Mashable’s Weekly Calendar of Social Media Events
• GovLoop’s Gov 2.0 Events
• My Gov 2.0 Events Calendar (DC area focus)
• Open Government & Innovations Conference
• Gov 2.0 Expo
• Gov 2.0 Summit 2010

GovLoop profiles a new member every week, and GovFresh has highlighted several members of the Gov 2.0 community as Gov 2.0 heroes. If you get a chance, introduce yourself to these people as I can virtually guarantee you that someone has already experienced whatever challenge you’re facing and can probably help you overcome it.

Congratulations if you made it this far!  At this point, you will be pretty overwhelmed – that’s ok!  Back when I got started with social media at my company, it took me around six months to go from “hmmm, this is interesting” to “let’s actually do something with this as an organization!” Spend some time reading, learning, playing, meeting, and talking with people until you are comfortable with the concepts and tools of social media and the government.

The Sunlight Foundation's interpretation of a logo for open government

Once you’re comfortable with the principles and tools of social media, now you can start applying them to your organization. Start by reviewing this handy social media strategy worksheet from AIDS.gov, as well as this super list of social media case studies from organizations around the world. From the public sector, check out all of the case studies that were highlighted at last year’s Gov 2.0 Expo Showcase and this year’s Gov 2.0 Expo.

Your next step will likely be step 3 in my “Bringing Social Media to Your Organization Playbook.”  By this point, you should be pretty saturated in the world of social media, (and have hopefully dropped me a tweet or two), so I’ll end this massive post here as you should be well on your way to adding yourself to my lists of resources above.  Just keep in mind that you may soon find yourself following the evolution of the social media evangelist – be aware of the stages that you may very well find yourself in, and start identifying ways to mitigate the challenges that they may present.

Image courtesy of Flickr user rosendahl

Image courtesy of Flickr user rosendahl

If you’re on Twitter and follow Chris Brogan, you’re probably familiar with the “Chris Brogan” effect.  Basically, Chris has built up such a loyal following that whenever he tweets about one of your blog posts, tweets, etc., you immediately see a spike in your own Twitter followers and traffic to whatever he linked to.  In the social media community, Chris is a big domino, or as Malcom Gladwell put it in his book, the Tipping Point, a “connector.”  By reaching Chris, you’re not reaching just one person, but a whole army of people who are following him.

As a social media consultant for my government clients, this is a powerful concept, but it’s not new.  In the traditional media, why does the front page of the New York Times have more impact than the Des Moines Register?  It reaches more people.  It has more credibility.  It reaches a more influential audience.  This same concept applies, albeit in a different way, to social media.  The influencers are no longer restricted to just mainstream media like the Times or CBS News.  They are individual people now, not just age-old institutions.  Each niche topic area now has their own connector, their own Chris Brogan – someone who can reach a whole new audience that you haven’t been able to tap into.

An argument that I often hear is, “why should I spend the time hassling with some blogger with a few thousand readers, when millions read the New York Times?  Aren’t I wasting resources that could be used on securing media with a larger audience?

If I’m the public affairs officer for a smaller government agency trying to get the word out about a new program, I’m spending more time reaching out to the prominent bloggers in that topic area because I know that if I can get their support and they blog about how wonderful my program is, their readership will not only become aware of my program, they are more apt to support it because it’s coming from a trusted source.  And if I’ve identified the right bloggers, chances are good that the next domino, the beat reporter for the local paper, is also reading that blog.  They’ve now come across this great program that has the support of someone he or she trusts instead of receiving a pitchy, biased email in their inbox.

How many pitches does a reporter get each day?  How many does he actually follow through with?  What if he’s one of the readers of the blog that you’ve engaged?  Reaching out to an influential blogger is like knocking down that first domino.  By reaching someone like Chris Brogan, you’re also going to reach scores of other social media luminaries like Robert Scoble, Geoff Livingston, Jeremiah Owyang, each of whom has thousands of followers, including members of the traditional media.

So the next time you’re working on your media relations plan, make sure you’ve identified the people who are talking about your program, your agency, or your topic area and you have a plan for engaging with them (note I said engaging, not pitching to them – be a human being and just talk with people for once!).  Make sure that you’ve built relationships with these connectors, these social media dominos.

I’m giving a presentation, “New Media to Reach New Markets” at the California Association for Coordinated Transportation’s (CalACT) Annual Conference & Expo on November 6 out in Monterey, CA. I’ll be giving a presentation followed by a panel discussion on how social media is changing public transportation. My other panelists will be speaking about how they’re already using social media and showcasing some of their success stories. Because I’ll be the only one there NOT representing a transit organization, I wanted to think of something that I could discuss with the conference attendees that they could actually use.  One of the things that I both like and dislike about conferences is that you’re exposed to so many new ideas, but more often than not, you’re left to your own devices to figure out how you can actually do similar things once you get back to the office.  So, I’ve decided to focus my presentation on how to get your organization started in social media.

Every organization is different, but after doing it myself (the terms “social media” and “Booz Allen” were never found in the same sentence three years ago) and after seeing many successful (and many more unsuccessful) implementations of social media initiatives, several common features emerged. If you decide that you want to be the social media change agent within your organization and start blogging, creating and editing wikis, uploading videos to YouTube, etc., here’s my nine step playbook:

1. Read Voraciously - You’re not a social media expert. Guess what – no one is. Social media as an industry is changing rapidly – new tools, new resources, and new methods are always emerging. The best that you can hope for is to build a solid fundamental knowledge of the principles of social media and use the tools and relationships that you’ve built to stay on top of the latest trends. Start by understanding what social media/new media/Web 2.0 is.  Read the ClueTrain Manifesto, Wikinomics, Groundswell, Now is Gone. Bookmark the blogs on my blogroll found to the right. Read the blogs that you find on those blogs’ blogrolls.
2. Play with Everything – Don’t try to talk to your leadership about the need to create a Twitter account if you don’t have one. You have to understand how these social media tools work, not only from a technical (which button does what), but more importantly, from a cultural perspective. Yeah, you can regurgitate what you read, but it’s much more powerful if you can show how you’ve actually used these tools and what they’ve done for you.
3. Commit - At this point, you will have to decide how far you want to take this idea of yours. Chances are good that all of your social media ambitions will take a back seat to your actual job. When I first started Booz Allen’s social media practice, I used to say that I worked 9am-5pm at my client site, and then 5pm-9pm on building our social media capability.
4. Be a Champion – I also like to call this one “Be Annoying.” You have to talk the talk too. If there’s an All-hands meeting coming up, ask to give a presentation on social media. Lunch with the boss? Bring one of the above books and float some of your ideas. Have a new hire coming on-board? Direct him to your del.icio.us bookmarks instead of sending him an email. People will get annoyed with you – they’ll start calling you the “crazy wiki guy” (that’s me), or they might start asking if you ever tired of talking about social media. The answer, of course, is NO! More often than not, leaders are intrigued by passion. I had one of our VPs email me ask me to help him start a blog – he said to me, “I don’t really get why I should do this, but you’re obviously very passionate about it so I think I should at least give it a try.”
5. Get Leadership Buy-in – Find someone, anyone, above you who can be your advocate. Start small by getting that person to buy in to what you’re trying to do. From there, branch out and start briefing other leaders on what you want to do. It’s a hell of a lot easier to convince that manager from Legal to start blogging if you can point to your manager who is already experiencing success with it.
6. Take Risks – Sometimes it’s easier to ask for forgiveness than for permission. If you wait for review/approval of absolutely everyone, you’ll never get anything done. This is why Step 4 is so important. Get the support of your manager, and start taking some small risks. This goes hand-in-hand with Step 2 as well. Chances are, there will be some sort of policy against using some of these tools – you’re going to pick and choose your spots where you take a risk in using them. This step is a lot easier if you’ve got the top cover.
7. Integrate - Every failed social media initiative that I’ve seen had one thing in common – they were’t completely integrated into the organization’s existing strategies. The absolute worst thing that I’ve seen is one public affairs office that had NO idea that their organization even had a YouTube page. No matter how cool you and your boss think Twitter is, unless you can show how that’s going to help accomplish your org’s communications, engagement, and/or customer service goals, it will fail. This is why I HATE when people ask me to do a social media strategy. That doesn’t work – you don’t start a blog or a YouTube account just for the hell of it. Show how it can help enhance your organizational strategy.
8. Get Others Involved – Once you’ve started to gain some traction with your social media initiatives, start identifying champions in other parts of your organization. Get Legal, IT, Public Affairs, training, etc. involved. Understand that you can only do so much yourself. Behind the most successful social media implementations are very diverse people from IT, public affairs, internal communications, training, etc. Don’t be afraid to let some things go and realize that social media can’t be “owned” by any one part of an organization. Over the long-term, you’ll be more successful if you can bring these other people on board.
9. It’s About People - This last one isn’t really a step in the process inasmuch a mantra to remember as you’re going through the other steps. The tools of social media can and always will, change. The fundamental principles you read about in step one won’t. Remember not to get too caught up in the technical nature of some of these tools and forget that the reason these tools exist is to connect your organization to your stakeholders in a new way.  Social media is about building and maintaining relationships, and that’s only done by connecting people to people, not by playing with the latest and coolest tools.

There are dozens of other sub-steps involved with each of these, depending on your particular organization and environment. However, I did want to keep these high level enough so that they could apply across a wide variety of organizations.  What other steps would you include in your “playbook?”