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Performance and Risk Management 
Through Training 
#EASummit14 
Liz Bullock, CEO, Social Arts & Science Institute (SASI) 
@lizbbullock 
Liz Brown Bullock (LinkedIn)
A big challenge of social media training 
1 2 
(risk mitigation) (scaling engagement) 
Visibility 
Warmth 
Cost Benefits 
SASI© 2
Training needs to balance both risk 
mitigation and scaling engagement 
1 2 
(risk mitigation) (scaling engagement) 
SASI© 3 
Missteps affect everything from 
reputations to value propositions 
to sales 
Social Business 
Social Selling 
Brand Reputation 
Customer Support 
Talent and Acquisition
Step #1: Is your Organization ready? 
Competency 
Maturity Ratings 
Stage 1: Hierarchy Stage 2: Emergent 
Stage 3: 
Synergistic 
Employees feel restricted 
to share any content 
about the brand, even on 
personal social media 
platforms 
Handful of employees are 
sharing brand content 
and some engagement 
with customers and 
prospects 
Robust organization 
armed and working 
collaboratively to connect 
with customers, 
prospects, advocates & 
Influencers 
Policies & 
Governance 
No Guidelines Restrictive Inclusive 
Training No Training Ad hoc Formal Program 
Metrics & 
Behaviors & 
Anecdotal Activity Tracking 
Measurement 
Outcomes 
Tools & Technology 
Consumer tools used 
by individuals 
Mix of consumer tools 
& enterprise tools 
Social Functionality is 
integrated throughout 
Leadership Command & Control Consensus Collaborative 
© Confidential 4 
1 
2 
Inspired by Community Roundtable Community Management Maturity Assessment.
Step #2: Identify business objectives 
All employees Sales Customer Service Marketing 
(sample) 
Protect our brand and 
employees (RISK) 
Increase sales Cost Savings Customer Insights 
Deepen customer 
relationships 
Lead Generation Decrease online 
customer complaints 
Increase traffic to 
website 
Amplify our story Thought Leadership Insights to improve 
products and services 
Increase store traffic
Step #3: Get employees to understand a 2 
page legal document 
• Create overarching principles to summarize policy 
• Create video and/or course to teach principles 
• Provide judgment exercises 
• Show employees examples of what good and bad look like 
• Include personal branding guidance and tips 
• Integrate into other corporate training compliance courses 
• Utilize Executives to share this message 
SASI© 6
Step #4: Define and prioritize your target 
audience(s) 
What does each one of these audiences need to know and do (or not do)? 
All 
employees 
Social Media 
practitioners 
Executives 
Some 
employees 
(organization, 
SME, etc.) 
SASI© 7
Step #5: Identify what you want your target 
audience to think, feel and do 
• This exercise informs your training content strategy 
SASI© 8 
THINK 
• Knowledge 
• Awareness 
FEEL 
• Preference 
• Liking 
DO 
• Actions 
• Convictions
Step #6: Training content should ladder from 
risk to specific activation 
• Executive target audience example 
SASI© 9 
Social media 
Policy 
Power of 
Social Media 
and Business 
Benefits 
How to 
effectively 
manage and 
lead social 
teams 
How to build 
a personal 
social brand
Step #7: Do resource planning 
• Will training content be created in-house, corporate training program 
or externally? 
• Who will manage training content going forward? 
• What format (video, in-person, webinars, etc.), and will it vary for 
your different target audiences? 
• Do you need to provide assessments, certifications and confirmation 
of course completion? 
TIP: Buy your learning and development team coffee to 
attain all best practices on training. 
SASI© 10
Step #8: Integrate into current processes 
© Confidential 11 
Job 
Responsibilities 
Onboarding 
TIME 
EMPLOYEE ADVOCACY ADOPTION 
Training 
Qtly All Hands 
Internal Comms 
Annual 
Review 
Performance plans 
Awards
Step #9: Determine KPI’s through 
Awareness, Adoption and Results 
12 
Adoption 
Awareness 
TIME 
Results 
EMPLOYEE BEHAVIOR CHANGE 
Business 
Results: 
• Increase in 
traffic to website 
• Increase in 
earned media 
value 
• Increased reach 
• Improved SOV 
• Effective 
Acquisition play 
• Revenue impact 
• SEO 
Adoption Results: 
• Total Brand 
Ambassadors 
• Total Employees 
Representing Online 
• Total Social Handle 
Requests 
(Governance) 
• Increase % of 
amplified content 
about brand 
• Decrease in rogue 
social accounts 
• Decrease in 
employee social 
boo-boo’s (adopting 
best practices) 
• Increase in blogs 
Participation Results: 
• Total Registered 
• Total Attended 
• Class Fill Rate 
• Unique Attendees 
• Average Classes 
Attended 
• Professional 
Certification 
• Spokesperson 
Certification 
• % by team/org 
Performance Results: 
• Survey data 
• Anecdotal feedback 
• Comparison of 
attendance per 
course 
• % of participation 
hours vs. other 
training courses
Step #10: Pilot classes with your most 
socially active peeps 
• Most influential 
employees 
• Department 
• Latest activity 
• #hashtags 
• Content 
www.socialook.net 
www.followerwonk.com
Recap 
• Step #1: Is your Organization ready? 
• Step #2: Identify business objectives 
• Step #3: Get employees to understand a 2 page legal document 
• Step #4: Define and prioritize your target audience(s) 
• Step #5: Identify what you want target audience to think, feel and do 
• Step #6: Training content should ladder from risk to specific 
activation 
• Step #7: Do resource planning 
• Step #8: Integrate into current processes 
• Step #9: Determine KPI’s through Awareness, Adoption and Results 
• Step #10: Pilot classes with your most socially active peeps
“The mediocre teacher tells. 
The good teacher explains. The 
superior teacher demonstrates. 
The great teacher inspires.” 
- William Arthur Ward 
SASI© 15
• Thank You

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Performance and Risk Management through Social Media Training: SocialShakeUp #EASummit14

  • 1. Performance and Risk Management Through Training #EASummit14 Liz Bullock, CEO, Social Arts & Science Institute (SASI) @lizbbullock Liz Brown Bullock (LinkedIn)
  • 2. A big challenge of social media training 1 2 (risk mitigation) (scaling engagement) Visibility Warmth Cost Benefits SASI© 2
  • 3. Training needs to balance both risk mitigation and scaling engagement 1 2 (risk mitigation) (scaling engagement) SASI© 3 Missteps affect everything from reputations to value propositions to sales Social Business Social Selling Brand Reputation Customer Support Talent and Acquisition
  • 4. Step #1: Is your Organization ready? Competency Maturity Ratings Stage 1: Hierarchy Stage 2: Emergent Stage 3: Synergistic Employees feel restricted to share any content about the brand, even on personal social media platforms Handful of employees are sharing brand content and some engagement with customers and prospects Robust organization armed and working collaboratively to connect with customers, prospects, advocates & Influencers Policies & Governance No Guidelines Restrictive Inclusive Training No Training Ad hoc Formal Program Metrics & Behaviors & Anecdotal Activity Tracking Measurement Outcomes Tools & Technology Consumer tools used by individuals Mix of consumer tools & enterprise tools Social Functionality is integrated throughout Leadership Command & Control Consensus Collaborative © Confidential 4 1 2 Inspired by Community Roundtable Community Management Maturity Assessment.
  • 5. Step #2: Identify business objectives All employees Sales Customer Service Marketing (sample) Protect our brand and employees (RISK) Increase sales Cost Savings Customer Insights Deepen customer relationships Lead Generation Decrease online customer complaints Increase traffic to website Amplify our story Thought Leadership Insights to improve products and services Increase store traffic
  • 6. Step #3: Get employees to understand a 2 page legal document • Create overarching principles to summarize policy • Create video and/or course to teach principles • Provide judgment exercises • Show employees examples of what good and bad look like • Include personal branding guidance and tips • Integrate into other corporate training compliance courses • Utilize Executives to share this message SASI© 6
  • 7. Step #4: Define and prioritize your target audience(s) What does each one of these audiences need to know and do (or not do)? All employees Social Media practitioners Executives Some employees (organization, SME, etc.) SASI© 7
  • 8. Step #5: Identify what you want your target audience to think, feel and do • This exercise informs your training content strategy SASI© 8 THINK • Knowledge • Awareness FEEL • Preference • Liking DO • Actions • Convictions
  • 9. Step #6: Training content should ladder from risk to specific activation • Executive target audience example SASI© 9 Social media Policy Power of Social Media and Business Benefits How to effectively manage and lead social teams How to build a personal social brand
  • 10. Step #7: Do resource planning • Will training content be created in-house, corporate training program or externally? • Who will manage training content going forward? • What format (video, in-person, webinars, etc.), and will it vary for your different target audiences? • Do you need to provide assessments, certifications and confirmation of course completion? TIP: Buy your learning and development team coffee to attain all best practices on training. SASI© 10
  • 11. Step #8: Integrate into current processes © Confidential 11 Job Responsibilities Onboarding TIME EMPLOYEE ADVOCACY ADOPTION Training Qtly All Hands Internal Comms Annual Review Performance plans Awards
  • 12. Step #9: Determine KPI’s through Awareness, Adoption and Results 12 Adoption Awareness TIME Results EMPLOYEE BEHAVIOR CHANGE Business Results: • Increase in traffic to website • Increase in earned media value • Increased reach • Improved SOV • Effective Acquisition play • Revenue impact • SEO Adoption Results: • Total Brand Ambassadors • Total Employees Representing Online • Total Social Handle Requests (Governance) • Increase % of amplified content about brand • Decrease in rogue social accounts • Decrease in employee social boo-boo’s (adopting best practices) • Increase in blogs Participation Results: • Total Registered • Total Attended • Class Fill Rate • Unique Attendees • Average Classes Attended • Professional Certification • Spokesperson Certification • % by team/org Performance Results: • Survey data • Anecdotal feedback • Comparison of attendance per course • % of participation hours vs. other training courses
  • 13. Step #10: Pilot classes with your most socially active peeps • Most influential employees • Department • Latest activity • #hashtags • Content www.socialook.net www.followerwonk.com
  • 14. Recap • Step #1: Is your Organization ready? • Step #2: Identify business objectives • Step #3: Get employees to understand a 2 page legal document • Step #4: Define and prioritize your target audience(s) • Step #5: Identify what you want target audience to think, feel and do • Step #6: Training content should ladder from risk to specific activation • Step #7: Do resource planning • Step #8: Integrate into current processes • Step #9: Determine KPI’s through Awareness, Adoption and Results • Step #10: Pilot classes with your most socially active peeps
  • 15. “The mediocre teacher tells. The good teacher explains. The superior teacher demonstrates. The great teacher inspires.” - William Arthur Ward SASI© 15