We received approximately 59 responses. Participants represent a healthy swath of the types of organizations participating in online community building activities, including: large software companies, large community destination sites, niche community sites, platform providers, interactive marketing firms and independent consultants.

Several key issues pertaining to social media strategy and monitoring surfaced during this report, including:

• Two thirds of the respondents, 66% (39), indicated that their organization has either fully or partially written social media guidelines.
• The three most commonly reported policies that respondents said were important for staff participation in social media were:
  • Follow All Existing Employee Guidelines (23)
  • Be Transparent (20)
  • Respect Audience and Coworkers (20)
• Over three quarters of the respondents rated Facebook, 75% (44) and Twitter, 73% (43) as a 1st or 2nd highest priority social media site in which their organization participates.
• Almost a third of participants, 29% (17), indicated that their organization uses paid tools or services to monitor social media sites, with Radian6 (7) being the most commonly reported.

Size of Organization
Over a third of the respondents, 34% (20), have less than 50 people employed in their organization and only 12% (7) respondents reported having more than 5,000 employees.

• 34% (20) belong to an organization that has less than 50 employees
• 30% (18) belong to an organization that has between 50-499 employees
• 7% (4) belong to an organization that has between 500-999 employees
• 10% (6) belong to an organization that has between 1,000-4,999 employees
• 7% (4) belong to an organization that has between 5,000-9,999 employees
• 12% (7) belong to an organization that has more than 10,000 employees

Key Policies for Staff Participation
The three most commonly reported policies that respondents said were important for staff participation in social media was to Follow All Existing Employee Guidelines (23), Transparency (20) and to Respect Audience and Coworkers (20).

A third of the respondents also indicated that Adding Value (19), Being Polite and Courteous (18), Protecting Confidential Company Information (18) and Using Your Best Judgment (18) were considered key policies for staff participation in Social Media within their organization.

Social Media Business Goals
Most respondents rated all of the business goals as having some importance within their organization’s social media ecosystem.

The most important business goal reported was Driving traffic to the main organization web site, with almost three quarters of the participants, 73% (43), indicating that this was considered a very important goal for their organization.

The second highest rated social media business goal was Branding, 71% (42). Only 10% (6) participants said that Branding had no significance to their organization.

The next four most important business goals according to the respondent’s ratings were Retaining customers / loyalty, peer-to-peer evangelism, Educations, and Evangelism. These had similar ratings with at least half of the respondents rating them as very important business goals for their organization’s social media ecosystem.

Even though Peer-to-peer customer service and Recruiting had the lowest ratings, more than two thirds of those that rated the importance of these business goals said that they had some importance to their organization.

Measuring Success
We received a wide variety of responses to this question. The most common metrics measured on social media sites is the Traffic Generated (25) including: General Traffic Generated (10), Number of Clicks (7), Number of Page Views (4), Number of Returns (2) and Number of Site Visits (2). One participant commented, “We use Google Analytics to measure clicks to the company website, clicks to other social networking sites, duration of time spent, and direction of traffic”.

The second most common metric that respondents said they used to measure success on social media sites was related to user participation in the site content, such as, comments, posts and discussions (22), The amount and quality of content posted was said to be important for many participants. One participant said that, they track the percentage of positive comments versus the percentage of negative comments. Several other participants said that they monitored the Amount of Engagement (5) that was happening on social media sites.

Several participants indicated that they measure the Number of Brand Mentions (8) within user content posted on their company site and also in mainstream media content, with one response comment as follows: “We measure the percentage of participation within discussion related specifically to our company and market, the number of Brand Mentions versus Competitors and topic and sentiment tracking related to our company and competitors”.

Other commonly reported metrics that participants said they measure are the Number of Fans / Followers (16) on social media sites such as Facebook and Twitter, as well as website follower friends and fans. Tracking the Number of Members / Registrations (8) such as website registrations and other social media membership sites such as LinkedIn group membership was also said by some to be used to measure success within their organization.

Tracking the Number of Leads / Referrals (14) was also mentioned by many participants to be useful in measuring success on social media sites, with participants commenting that they monitor referrals from social networking sites, as well as goal specific metrics such as revenue, sales and leads.

Number of Retweets (7), Number of likes’ (5), Ratings (2), Number of Video Plays (2) and Number of Unique Users (2) were among the other metrics that participants said their organization used to measure social media success.

The Complete Social Media Strategy & Monitoring Report

The full 31 page report may be purchased here: http://store.onlinecommunityresearch.com/somestmo.html and includes detailed information, analysis and charts on:

• Job title and industry
• Online community destination
• Social media guidelines
• Social media sites
• Paid services and tools
• Comments and advice from survey respondents

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The intention of the study is to explore how organizations are managing their social media strategies and what tools they are using to monitor their social media presence.

If you are involved in the development of your organizations’ Social Media and Community strategy and monitoring, I would encourage you to participate in a short survey here:
http://www.surveymonkey.com/s/socmedmon

The topics we are exploring in this project include:

• Key policies for staff participation in social media;
• Highest priority social media sites;
• Organizational business goals for participating in the social media ecosystem;
• Metrics and tools used to measure success on social media sites;
• The biggest challenges that executives and teams are facing

I would ask that you please complete the survey by next Friday, 7/16. All participants will get a copy of the results.

The tag for this research project is: #socmedmon

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We received approximately 224 responses. Participants represent a wide swath of the types of organizations participating in online community building activities, including: large software companies, large community destination sites, niche community sites, platform providers, interactive marketing firms and independent consultants.

A sample of the 220+ organizations that participated include (with their permission):
HP, Nielsen, Community Partners, Satmetrix, ComBlu, Avid, Fanscape, ZAGG, Bumbleride Inc., Vemma, PEMCO Insurance, Xorcom, Procter & Gamble, GlobalGiving, Hallmark Cards, Inc., Culligan, and Open Text.

Several key issues pertaining to the compensation of marketers working in social media surfaced during this report, including:
• On average, the female participants earned an annual salary of $64k, which is significantly lower than the average annual salary for men, which was close to $104k. (Our data set was 58% male and 42% female).
• Less than a third of the respondents, 31% (69), indicated that they received a salary increase in the past 12 months, and 19% (42) said they had actually taken a decrease in salary within the last year.
• On average, participants are somewhat satisfied with their current salary, with an average satisfaction score of 3.2 (where 1 = Dissatisfied and 5 = Very Satisfied) and a median score of 3.5. The male participants, on average, are slightly more satisfied with their overall salary amounts than the female participants.

Other Highlights Include:

Salaries by Gender
On average, the female participants earned an annual salary of $64k, which is significantly lower than the average annual salary for men, which was close to $104k. A large number of female participants indicated that they had a salary range that was less than $50k which brought the average salary lower for the women, whereas the male respondents, taken as a whole, had a much more evenly distributed salary ranges.

Salaries by Age
According to the respondents that participated in our survey, people who are in the age category of 41 – 50 are making the highest annual salary of $117k. The respondents aged 51 – 59 were the second highest salary earners, with an average salary of $109.5k. The lower salary averages belong to the 21 – 25 respondents, who earn an average salary of $28k. The overall average annual salary for all participants was $80.7k.

Salary Increases
Less than a third of the respondents, 31% (69), indicated that they received a salary increase in the past 12 months, and 19% (42) said they had actually taken a decrease in salary within the last year.

The Full Report
The full Social Marketing Compensation report includes additional information about job descriptions, departments in charge of social marketing, job satisfaction and other areas related to the emergent role of Social Marketing. To purchase the report ($99), please go to our Research Store.

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The OCRN chose to study how social media strategy is developed, communicated and implemented because, frankly, so many organizations are actively struggling with the topic. We hope that by getting real-world feedback, advice and experiences from practitioners (read: the folks ACTUALLY doing the work), we can all gain insight in to this important topic.

If you are involved in the development of your organizations Social Media and Community strategy, I would encourage you to participate in a short survey here:
http://www.surveymonkey.com/s/ocr_socstrat

The topics we are exploring in this project include:

• The definition of social media strategy;
• The current scope of community and social media efforts;
• The current state of strategy development;
• The process organizations are using to develop strategy;
• Ownership and governance of social strategy;
• The biggest challenges that executives and teams are facing

I would ask that you please complete the survey by next Friday, 3/12. All participants will get a copy of the results.

The tag for this research project is: #socstrat

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In my last post, “Want to Know What Community Members Need? Just Ask” I discussed the importance of asking your members what they need from you as a community host, and what they need from other community members, as part of your extended community.

In this post, I will discuss the methodology for conducting a discovery exercise of the relevant parts of the social web to find out where your community (or potential community) is already working and playing. .

Most community strategies have traditionally focused on the hosted properties of the organization. The reality is that there is an ever expanding universe of online touchpoints that an organization’s community members are participating in off-domain. An ecosystem research exercise should be conducting as part of a strategy development (or strategy course correction) exercise in order to discover where the off domain centers or activity are, and who the most vocal and active participants are. The discovery exercise is essentially an audit of the current community ecosystem, including customer, prospect, partner and competitor touch points. This information will help establish a baseline of market-oriented sites and activity, which will be important to understand the opportunities for new community activity by your (or your client’s) brand.

What Should You Look For?
The purpose of this discovery exercise is to look for existing signs of life for your community “off domain”. Signs of life include conversations about your company, product, or issues related to your particular market or issue area. What should you specifically search for as part of your discovery process? The following list is a jumping off point for starting your discovery process:

• Mentions of company name
• Mentions of brand or product names
• Issues related to you market
• Topics related to your market
• Mentions of key employees
• Advocates or spokespeople
• Mentions of competitors

Where Should You Look?
Using tools like Google Blog Search, Twitter Search, Delicious, and Ice Rocket, conduct searches for brand mentions in news, the mass social media sphere (blogs, twitter) and on smaller niche communities. You will quickly come up a list of the communities hosting conversations about your organization, products or brand, and the members (often time bloggers) engaging in those conversations.

It’s also important to research activity on the “walled garden” communities, and larger social media sites that some times don’t surface in search results. Sites like Facebook, MySpace, Ning, LinkedIn, Get Satisfaction, etc. In particular, look for ad-hoc groups that have sprung up around your brand, or content tagged with your brand and/or products.

Key Sites:

Outputs of the Ecosystem Audit
Insights that will likely emerge from your ecosystem audit include:

• Key news sites
• List of most active members (potential community members)
• List of influential users (potential community members)
• Thought leaders (personalities shaping your industry)
• List of active groups (potential partner communities)
• Independent community sites (potential partner communities)
• Key blogs (Niche bloggers and group blogs)
• In-person meetups and events (you might consider participating)
• A list of spaces where your community *isn’t* (helpful in prioritizing where to participate)

One helpful by-product of conducting an ecosystem audit is the set of fundamental elements for an ongoing listening strategy: search terms, topics and relevant online sources. The ecosystem audit process forces a team to experiment with and refine search terms and topics in order to discover content sources. Many of the tools mentioned above support RSS feeds with near real-time results. So, wether you use a simple tool, like google reader for your listening strategy, or something more industrial strength like a Radian6 or Scoutlabs, you have completed a lot of the prerequisite work for ongoing listening and monitoring.

In the next two upcoming posts “Designing an Online Presence Architecture” and “Engagement Planning” I will describe how to take the inputs of goal definition, member research and the ecosystem audit to create an Online Presence Architecture and to develop an engagement plan.

Recommended Reading:
Participating in the Social Media Ecosystem

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On think I wanted to be a bit more mindful of for this year’s Unconference was to really be mindful of focusing the group’s energy on specific outcomes. Our theme for this year’s Unconference reflects this intention:

“Moving forward, together”

We will use the theme as a guiding principle for the sessions on Wednesday, and ask that participants think about what is needed to move forward personally, professionally, and to move community and social media forward as an industry. We will also explore what progress (moving forward) looks like.

Our notional topic list from the Unconference wiki (which will be open to the public after the Unconference) reflects the “moving forward” intention:

• Online Community & Social Media Metrics: Getting to Standards
• Monetizing industry communities (not related to a single brand or company)
• The Community Team: Roles, Responsibilities, Job Descriptions and Reporting Structures
• Using Community and Collaboration Tools Within the Enterprise
• Lessons Learned: Pitfalls and Best Practices in Community-Building
• How to hire community & Social Media staff
• Online Presence: Creating a social strategy on and beyond your domain
• “Social Shopping” Communities (focus on online brand advocacy, product reviews and ratings, “social” information search, etc.)
• Leaving (too many) online footprints in (too many) communities
• How to interest and keep volunteers in a commercial environment?
• Beyond “Listening” – Comprehensive Community & Social Media monitoring and engagement
• Community and Social Media reporting and insights
• Case Studies for the class of 2009: Successful community engagements and social media campaigns from 2009 (bring yours to share)
• Validation: Do verified accounts make a difference in communities for better engagement?

There are still tickets available for the Unconference. For more information (including attendee list), please go here:
http://ocue2010.eventbrite.com/

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Our goal with the Participating in the Social Media Ecosystem report was to gain more information on how companies participate, how frequently they engage in activities in the social media ecosystem, who manages the participation, and what value participants’ companies have gained from their activities.

We received approximately 125 responses. Participants represent a healthy swath of the types of organizations participating in online community building activities, including: large software companies, large community destination sites, niche community sites, platform providers, interactive marketing firms and independent consultants.

A sample of the 125+ organizations that participated include (with their permission):
Microsoft, Intuit, Best Buy, Cisco, Museum of Life and Science, VMWare, BusinessWeek, Autodesk, Consumer Reports, Time Inc., REI, Robert Wood Johnson Foundation, Quest Software, WiserEarth, Current TV, and TripIt.

Several key issues pertaining to participating in social media ecosystems surfaced during this report, including:

• More than half of the participants, 56%, have developed a comprehensive social media strategy within the last 6 months compared. In our last Social Media Ecosystems study in March of 2009, only 18% of the respondents had a comprehensive strategy in place.
• The two most common changes respondents made in their social media strategies over the last six months are:
  • Utilization of Social Media Sites, such as Twitter and Facebook   
  • Refinement based on Lessons Learned

• Twitter and Facebook emerged as the prevailing social media sites. 92% of respondents use Twitter and 87% of respondents use Facebook.
• Google Analytics is the most commonly used tool to measure participation in the ecosystem.

Job Titles
A large percentage of the respondents have high level positions within their organization such as Owner, Partner, Director, CEO, CFO, Vice President or Manager. Over a third of the participants are managers 35%, with the title ‘Social Media Manager’ or ‘Community Manager’ being the most common management title reported. Other management positions that respondents held were Project Manager, Product Manager, Program Manager and Marketing Manager.
Other common job titles included: Principal, Account Executive, Community / Social Media Strategist, Social Media Coordinator and Consultant.

It is interesting to note that 26 of the respondents have the word “Community” in their job title, whereas only 11 have ”Social Media” in their job title.

Social Media Strategy
More than half of the participants, 56%, have developed a comprehensive social media strategy within the last 6 months and 30% (37) are currently working on a comprehensive social media strategy.

Social Media Strategy Changes
Respondents indicated that the most common change in their social media strategies over the last six months was the utilization, integration and enhancements of social media sites, such as Twitter, Facebook, and Flickr. The integration and enhancement of Twitter was the most commonly reported change. Some participants felt that staying current with these social media sites was critical to their company’s marketing and outreach. Some respondents indicated that they had also created a blog within the last six months.

Content Monitoring Responsibility
Almost three quarters of the respondents, 71% (61), said that an employee that holds a manager role in is responsible for creating and monitoring social media content for their organization. These managers include Community Managers, Marketing Managers, Social Media Managers and Program Managers.

• 22%    (19) have a Community Manager responsible for creating content
• 22%    (19) have a Marketing Manager responsible for creating content
• 21%    (18) have a Social Media Manager responsible for creating content
6%    (5) have a Program Manager responsible for creating content
• 2%    (2) have a Moderator responsible for creating content
• 2%    (2) have a C-Level Executive responsible for creating content
• 25%    (22) have Other people responsible for creating content

Key Social Media Sites
Twitter and Facebook are by far the most popular social media sites, according to the respondents. 92% the respondents said that they utilize Twitter and 87% said that they utilize Facebook. Several respondents indicated from the answer to a previous question, that Twitter was introduced in their organization within the last 6 months.

The other most commonly used social media sites are:
• 75% (95) of respondents said that they used Blogs
• 71% (90) of respondents said that they used LinkedIn
• 71% (89) of respondents said that they used YouTube

The least utilized social media sites, included Sphinn, iLike, Slashdot, Techmeme, and Friendster.

The Complete Participating in the Social Media Ecosystem Report
The full 33 page report can be purchased here: http://store.onlinecommunityresearch.com/painsomeec.html and includes detailed information, analysis and charts on:

• Organization type and size
• Social media strategy changes
• Staff participation in Social Media
• Content Schedule / Calendar
• Content Monitoring Responsibility
• Staff Engagement
• User Generated Content
• Metrics Used to Measure Engagement
• Case Studies from leading companies

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Define Business Goals and Objectives
As I mentioned in my previous post, the recommended first step in developing (or refining) your organization’s online community strategy is to answer the question: What are you, as an organization, trying to accomplish? I acknowledge that this is a simple, but loaded, question. Answering the question of Organization intention is 1/2 of the equation for a successful community strategy. The other half of the equation is understanding community member’s needs and predisposition, which I cover in the next post in the strategy series.

Generally, an executive taps a strategy lead to help develop online community initiatives at an organization. In some cases, the strategy lead actually rises out of the ranks to propose direction to the executives. In both cases, there are two essential roles:

• Sponsoring Executive: The C-level or SVP that is the champion of community & social media in the C-suite. This is often the CMO, the VP of Marketing, or VP of Support.
• Strategy Lead: The person charged with directing strategy development from kickoff through launch or annual engagement planning.

Said another way: The Sponsoring Exec has the financial and political capital to fund the community initiative, and the Strategy Lead executes research and planning necessary to create the community strategy.

Next, the Strategy Lead forms a core team to facilitate discussion with the extended stakeholders around the following topics:

• the intention in engaging the community;
• the potential value the organization hopes to create for itself and its customers;
• the risk associated with engaging, including worst case scenarios;
• the overhead, including headcount, budgets and staff time;
• the level of readiness to participate, and the required culture change to be successful

Identifying and Engaging Internal Stakeholders
The current definition of stakeholder on wikipedia describes the role of stakeholder as “… a party that affects or can be affected by the actions of the business as a whole.” Given the inclusive nature of many social media and community efforts, an argument could be made that everyone in the company is a stakeholder in the strategy, and in a sense, that is true. In order to actually get work done, you need to trim the list a bit, down to relevant and representative stakeholders that represent key roles and departments affected by, or expected to contribute resources to the community.

A list of likely internal stakeholders includes:

• Marketing: Representatives from brand, field and demand generation;
• Web Team: User experience, analytics, content and technical / development resources;
• Product: Product management, product marketing;
• Support: The manager of any existing support forums, knowledgeable, as potentially a representative from technical writing;
• HR: HR representatives to help develop participating policies and guidelines;
• Legal: to develop policies and guidelines, as well as terms of use;

Process: Kickoff, Work Sessions, Interviews and Synthesis
So, how does all of this actually come together? I’ve used the following process on the job at my former employer Autodesk, as well as in our services practice here at Forum One. The process starts with a kickoff meeting, continues with individual interviews with key stakeholders, includes follow up working sessions with a core team, and concludes with analysis and synthesis of all of the inputs by the Strategy Lead.

Kickoff: A meeting is convened by the Strategy Lead, and usually includes the Executive sponsor as well as key internal stakeholders. The group is generally no more than 5-7 people. The kickoff usually lasts 2-3 hours, and covers:

• Project scope, participant roles, and communication protocols;
• Review of the current state of online community and social media activities (if any);
• Discussion of potential goals for the community strategy, related to organization’s mission and annual goals;
• Potential sources of value from online community engagement, including qualitative and quantitative measurements;
• Recent customer research and/or feedback;
• Existing customer community touchpoints & activities (blogs, facebooks groups, etc)
• Possible Inluencers / Lead users in the community ecosystem (bloggers, Twitter pundits, etc)
• Discussion of additional stakeholders to involve;
• Discussion of potential risks;

Stakeholder Interviews:
After the kickoff, interviews with key stakeholders are held to take a deeper dive in to the questions explored in the kickoff meeting, and also to give the stakeholder “airtime” to state requirements, explore ideas and express concerns. The interviews can be done face to face or over the phone, generally last between 30-45 minutes, and are conducted by an interviewer, with backup by a note-taker. Depending on the size of the extended stakeholder pool and the complexity of the project, I generally try to do at least 8 stakeholder interviews. As an augmentation to the in person interviews, I’ve also done an online survey for stakeholders that is based on the interview script. This is a good way to reach a wider audience and get a large set of quantitative and qualitative data.

Work Sessions:
In addition to the kickoff, there are generally 1-3 work sessions to review and refine key points from the discussion in the kickoff meeting. These additional working sessions are a great place for brainstorming potential community features and engagements, and to discuss examples of online community and social media from competitors, leaders in the industry, or shiny object examples outside of your industry. The outputs of the work sessions are analyzed in the Synthesis phase.

Synthesis:
The outputs of the kickoff, working sessions and stakeholder interviews are analyzed by the Strategy Lead, and summarized in to a working strategy brief (typically a word doc). The key elements of the brief generally include:

• A statement of purpose or intention for the online community strategy;
• Business goals for the online community initiative, ideally showing support of organizational mission and goals, and with initial metrics of success;
• Key findings from the stakeholder interviews (which will have informed, and ideally support, the two points above)

Next Up: Member Needs Analysis
As I mentioned at the beginning of the post, the Organization’s goals are half of the equation for a successful community strategy. The other half is obviously assessing the needs and predisposition of the community. In the next post in the series, I will talk about how to find and solicit feedback from potential (or current) community members, and what to do with that information.

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For the past two years, the OCRN has studied online community and social media professionals compensation. As social media continues to intersect with marketing tools, we’d like to study how social marketers are being compensated and how actively they are involved with online marketing.

If you’re a marketing professional involved with social media, we’d like to invite you to participate in the Social Marketing Compensation survey.

The survey can be found here: http://www.surveymonkey.com/s/NYYK8BB

Things for participants to note:

-All participants will receive a participant version of the report, which includes aggregate data.
-All data will be processed and compiled in aggregate. Data will not be reviewed or presented in a personally (or company) identifiable way.

Please complete the survey before the end of the day on December 18th.

Feel free to email me with any questions: hvirga@forumone.com

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Our goal with the current Participating in the Social Media Ecosystem study is to gain more information on how companies participate, how frequently they engage in activities in the social media ecosystem, who manages the participation, and what value participants’ companies have gained from their activities.

The research targets online community and social media executives, strategists, and managers, working both in the commercial and non-profit space.

The survey can be found here: http://www.surveymonkey.com/s/W3MT3ZL

If you decide to participate, there are few things to note:

-All participants will receive a participant version of the report, which includes aggregate data.
-All data will be processed and compiled in aggregate. Data will not be reviewed or presented in a personally (or company) identifiable way.

We would like to receive your responses by the end of the day Friday, December 11th, please.

Feel free to ping me if you have any questions: hvirga@forumone.com

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