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Developing a social media strategy

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Hello
This ebook is a collection of posts published on our blog, The Cube.
Written by Gemma Went, the social media strategy series looks at each
stage of the process, giving the tools and tips that enable you to produce
a robust strategy for yourself.

Gemma gives you a step-by-step guide, from getting buy-in at the start
to ongoing management, in an easy to follow, straightforward style. Well
that’s our thing you see: no fluff, no jargon and lots of common sense.

We’ve referenced a few social media platforms and sites in this ebook.
However, things progress very quickly in social media land, so if any of
these are out of date by the time you read this, we’re sorry. If you have the
time, or inclination, do drop us an email to let us know.

We hope it’s useful.

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Is it right for your business?

Contents
4
7 Getting buy in
10 Goals and objectives
13 Finding your audiences
18 Developing tactics
21 Measurement
24 The content plan
27 Defining your resources
29 Guidelines and training
31 Ongoing management
32 Getting in touch

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Social media has been big news for a while now. You can’t read a trade

Is it right for you?


mag, newspaper, business blog or anything else connected with business
without tripping over some evangelical social media bod ushering you onto
the social media train (and I do realise I’m one of them). Yes social media is
one of the most effective communications tools we’ve had at our disposal
for a long time. Yes it’s a huge shift in how we engage with people. And
yes, it can deliver great results. However, it’s not necessarily right for every
business.

There are a number of considerations to think about before you climb aboard.
Here’s a checklist that will help you to understand a little more about what’s
involved and whether it’s right for you.

Is social media appropriate for your line of


business?
Are your customers, clients and the people you want to connect with using
social media? Are your competitors active in this space? Have you searched
to see if people are already having conversations about your business, your
industry niche or even your brand? If the answer is yes, then it could be a very
useful tool for you. There are some great free tools you can use to find what
conversations are happening now. Social Mention is a tool that searches
for brand names or keywords mentioned across the web. Twitter search
is a nifty little tool that offers a variety of ways to search for brand names
or keywords on Twitter. Google Blog Search does as the name suggests,
let’s you search across the blogosphere. And of course, don’t forget good
old Google Alerts, which allows you to set up alerts that are emailed to
you when a keyword is mentioned. These are just a few examples, there are
many more.

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Do you have buy in from the boss?

Is it right for you?


So you’re clear social media can help your business. Does the board/the
C suite/the boss feel the same? If not you could be heading for an uphill
battle. Social media can take a lot of time and resources, resources that
can quickly be taken away if the boss doesn’t see the true value. Make life
easier for yourself by building a business case that will get full, ongoing
support from the start. I’ll go into more detail on this later.

Do you have the resources for it?


Do you have someone that can dedicate ongoing time to social media?
Are you able to restructure a member of staff’s job description to allow for
it? Can you commit to this time and not take this person away from their
social media activities when it gets busy? Remember, you can’t open the
door to social media and close it when workload increases. If the answer
is yes to these, then you do. If not, you may want to think about who you
can use for this, either externally or internally.

Do you have the time for it?


Social media really is a marathon not a sprint, so don’t expect results
overnight. Are you prepared to invest the time with little output at the
beginning? Are you prepared to put in the groundwork even when you
won’t see the return on your investment straight away? Do you have the
patience for it? If so, you’ll reap the rewards in the long run.

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Is it a priority for you?

Is it right for you?


Do you have a quality, fully optimised website you can direct people to
from your social media profiles or blog? Or is your website full of business
speak that doesn’t engage your audience? Do you have other marketing
or pr priorities to deal with first? Make sure your house is in order, it will be
easier to integrate social media with your other activities if you do.

Do you know what your objectives are?


Do you know, and understand, what you want to achieve with social
media? Are you clear what it can do for you and what it can’t? Have
you tied this into your business plan? You need to be certain of your
goals before you start, otherwise you’ll waste a lot of time and effort on
something that isn’t targeted to your specific needs.

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So you’ve done you’re research and decided that social media is right

Getting buy-in
for your business. The next step is convincing the Boss/C Suite/Board
that the time and budget investment will help you to achieve the results
they want. This, my friends, is the tricky part. Your boss will have read
countless articles questioning the ROI of Social Media. It’s likely they’ll
have assumed that it’s only for the youth or that it’s irrelevant to their
business. Your job is to prove it’s worth and get full, ongoing support,
resources and budget. Social media is more than just a ‘campaign’, it’s a
long term commitment that needs ongoing support and to get this kind
of commitment you need a strong business case.

Aligning the business case with your


business
First things first, get hold of the business plan and marketing strategy.
Have a look at the objectives and work out which can be achieved by using
social media. Be realistic here, social media isn’t the answer to everything,
so pick out those that are achievable. Then do your homework. Find
examples of other businesses (preferably within your sector) that have
achieved those objectives. Show how achievable it is, show how it can be
measured, show an idea of realistic timescales.

Who’s using it?


Think about your stakeholders. These can be customers, clients,
suppliers, partners, employees, journalists, peers, investors and anyone
else your business needs to connects with. Segment these and then find
where they are online. What social media platforms are they using? Is
there a large number using Facebook? Twitter? Linked In? a niche social
networking site? Can you find any stats showing usage? You need to
prove that the people you need to connect with are using social media. If
you can find case studies that show results of how others have engaged
with these audiences, use them.

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Competitive analysis

Getting buy-in
Find out which platforms your competitors are using. Do they have any
success stories or case studies? Do they appear to be reaping other
rewards through using social media (has their press coverage increased?
has brand awareness grown? are they directly engaging with prospects
online? are they speaking regularly at events?). If so, these are great ways
of showing how social media can work. But, don’t be put off if you can’t
find many using social media. It could be that take-up in your industry is
slow, which means you could be the first.

Brand reputation management


Finally, and perhaps the piéce de résistance to those brands that are
regularly talked about, find what’s being said about you online. Show
what people truly think of your brand using the free tools such as Social
Mention and Twitter Search. This really can make people sit up, take
notice and realise they need to be part of that conversation.a

How will you do it?


So, we’ve proven that social media is a relevant activity for your business
and the board is, ahem, onboard. Now you need to make them understand
what’s involved and how it will be managed. Take them through the next
steps, who will do it and timings. These steps will consist of:

ƒƒ Identifying goals and objectives


ƒƒ Finding your audiences
ƒƒ Developing tactics
ƒƒ Metrics and measurement
ƒƒ The content plan
ƒƒ Defining resources
ƒƒ Guidelines and training
ƒƒ Ongoing management and beyond

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Then provide them with budget requirements – do you need to hire an

Getting buy-in
external consultant? Do you need external training? Do you need extra
salaries (or portions of salaries)? Also provide them with the timings. Be
realistic with both of these, they need the cold hard facts not hype.

If you think budget is going to be a sticking point, review your current


communciations activities. Work out what’s working and what’s not.
Suggest replacing those activities that aren’t producing results with a social
media strategy and reassign the budget. Similarly, if finding extra resource
is an issue, review job descriptions and work out what responsibilities can
be replaced.

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The next step is to identify your goals and objectives. I’ve seen these

Goals and objectives


two confused, so for the sake of clarification here’s my definition: Goals
are general, wider intentions whereas objectives are precise, measurable
steps that help you to achieve your goals.

Identifying your objectives for social media is essential. If you have


no specific reasons for using it, you’ll spend a lot of time having very
enjoyable conversations, but these will achieve nothing. You’ll have no
results to show how it’s working for you and no justification for the time
and budget spent on it. Before long the powers that be will, naturally,
question the investment and the activity. And nobody wants that.

So start with your business plan and marketing strategy. What overall
business goals do you need to meet? Break these down and think about
whether social media can help you meet them. Be realistic and identify
those goals you can achieve. If you have a marketing strategy (and if not,
why not?) go through those goals and objectives and pull out those that
social media can help you to achieve. The key here is to align your social
media objectives with your business goals to ensure you can achieve
what you need to.

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There is a wide range of objectives social media can help you with and I’ve

Goals and objectives


listed an example of these below. Obviously this list may not be right for
your business and you won’t know which objectives are right until you’ve
analysed the business plan and/or marketing strategy, but it gives you a
good idea of the types of things you can achieve by using social media.

ƒƒ Building awareness
ƒƒ Establishing thought leadership
ƒƒ Launching new products or services
ƒƒ Increasing reach (either geographically or by sector)
ƒƒ Generating leads
ƒƒ Increasing sales
ƒƒ Research and insight (understanding how to improve your product or
service)
ƒƒ Saving costs (eg reducing recruitment costs)
ƒƒ Building your community
ƒƒ Creating word of mouth activity
ƒƒ Improving public relations activity
ƒƒ Driving traffic to a website or blog
ƒƒ Improving SEO
ƒƒ Improving customer/client relations
ƒƒ Providing customer/client service
ƒƒ Competitive analysis

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Now I wouldn’t suggest including all of these. You’ll be setting yourself up

Goals and objectives


for a fall if you do as there are far too many to manage. Instead pick out the
key objectives you can achieve and don’t forget to apply the SMART rule:
all objectives should be Specific, Measurable, Attainable, Realistic and
Timely. You’ll need to apply realistic timeframes to each one and identify
the metrics that will allow you to measure whether you’re achieving what
you set out to.

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Now you need to think about those target audiences (aka people) you need

Finding your audiences


to connect with to help you to achieve what you need to. You probably
think you already know who these people are. It’s the same ones you’ve
been targeting for years right? Not necessarily. Spend time thinking about
who you need to connect and engage with and see past the obvious.
Think about who’s interested in your product or service? Is there anything
unique that could appeal to a certain audience? Then think about the next
level, who those people might be associated with. Word of mouth is a
powerful thing and it’s rife amongst social media folk, so connecting with
those that are connected to your target audiences can be worthwhile.

Then think about who these people are, which industries they work
in, what they like, what they read, what motivates them, age ranges,
personality traits, where they hang out, technical know-how, how likely
they are to use social media. Really do your research and segment your
audiences. You may uncover some less obvious people that could be
great for you. Keep a record of this, a simple spreadsheet will do, and as
your experience of using social media grows, review and update, adding
others as necessary.

Also identify your key influencers. These could be people that stand out
within your communities, people that others listen to, people that create
action (tip: this doesn’t necessarily mean those people with thousands
of Twitter followers, true influence is far more than simply big numbers).
They could be peers, journalists, thought leaders or other stakeholders.

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People with game changing opinion and ideas. People who challenge the

Finding your audiences


norm. Or simply people that talk sense. The types of audiences you could
be looking for include:

ƒƒ Current clients or customers


ƒƒ Potential clients or customers
ƒƒ Associates of current/potential clients or customers
ƒƒ Journalists and editors
ƒƒ Bloggers
ƒƒ Suppliers
ƒƒ Affiliate businesses
ƒƒ Thought leaders

If you don’t know where the people you want to connect with are, make
the most of the various free monitoring tools to track who is talking about
the keywords associated with your business: Google Analytics, Social
Mention, Technorati, Addictomatic and Board Reader, to name a few,
can help. This should highlight who has a voice in these subject areas.

Once you’ve profiled the people you want to connect with, you need to
find them. This is an ongoing process and takes a little time to begin with,
so set some time aside to research where these people are. This will give
you a good idea of which social platforms you should have a presence
on, so keep your mind open to niche sites as well as the big guns. The
research mentioned above will already have given you a good idea of
where these people are, so record popular sites
from that. There are a bunch of tools you can use
to help you find them on the main social networks.

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How to find people on Twitter

Finding your audiences


ƒƒ Search.twitter.com is a favourite. It has a wide criteria range, including
location (handy for local businesses). Also use this tool to find the key
influencers in your industry and browse their follower/following lists.
You could find some great people to connect with there.
ƒƒ Twitterrel lets you find people talking about related topics.
ƒƒ Twellow is the Twitter equivalent of the Yellow Pages. A directory
sorted by occupation. Handy.
ƒƒ Just Tweet It a directory sorted by interest.
ƒƒ WeFollow is a directory that organises people by hashtags.
ƒƒ Also pay attention to hashtags being used for events, you could find
some great people there.

There are a few search tools for Twitter and some of these double up on
features, so have a play around and see which suit your needs.

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How to find people on Linked In

Finding your audiences


There aren’t so many tools to find people on Linked In as there are on
Twitter, but there are a few options to search for the right people to
connect with.

ƒƒ Search for the names of those people you’ve already identified


by name using Linked In’s search box. Also make the most of the
advanced search feature.
ƒƒ You can also use this search box to search for keywords that will
be included in profiles. Make the most of using OR or AND in these
searches to include a few keywords (OR allows you to look for any one
of those terms in the profile, AND allows you to look for a number of
words).
ƒƒ You can also search for people using their email addresses.
ƒƒ Join groups that fit with your interests or industry. Once you’ve been
accepted as a member, browse the member lists and find people with
shared interests.
ƒƒ Use the Questions and Answer function to start a conversation around
your key subject area. You’ll find those people interested will respond
to you, after which you can connect with them.

You can’t simply choose to connect with people on Linked In as you can
with Twitter. They need to give their approval (which I’m a fan of), so if
they’re connected to you through someone you’re connected to, request
to be introduced to them.

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How to find people on Facebook

Finding your audiences


Again, it’s not as easy to find people as it is on Twitter, but try these tips:

ƒƒ Use the find people tool by popping your email address in. It finds all
those people in your address book that are using Facebook.
ƒƒ Search for fan pages in your subject area and browse other fans there.
ƒƒ Once you’ve connected with some key influencers, browse their
friends and connect with people that way (aka piggy backing your
friends friends).
ƒƒ When using the search function, filter your results to drill down to the
people you’re looking for.
ƒƒ Use the search for workmates function to find people affiliated with
companies.
ƒƒ Keep an eye on the suggestions that pop up on your news stream.

As I mentioned, this can take a little time, particularly when you first start
using social media, but it’s worth the time and effort. It’s not a ‘one time’
job either, set a reminder to review your connections regularly to keep it
fresh and to ensure you’re not missing anyone crucial to your business.

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Please note, there’s been no Twitter profile or Facebook Page in site so far.

Developing tactics
This is important as these activities are tactics NOT strategies, something
often misunderstood.

Your tactics will be based on the work done so far in the strategy
development. Take a look at your goals and objectives, get a good feel for
them and what they mean. Then have a look at the research you’ve done
on your audiences, think about where they are online, how they interact,
what sort of things do they respond well to? do they like creative social
media campaigns (virals, competitions etc) or do they simply respond
well to conversation and advice? (tip: most DON’T respond well to overt
selling). Spend a little time thinking about this and capture any creative
ideas you have about what they like.

If you did a competitive analysis while you were getting buy in, use this
research to understand how your competitors are using social media. If
you didn’t you’ll need to do this. Have a look at those doing a good job,
those that look like they’re getting some good results (a decent sized,
relevant community that interacts with and/or signs of influence – so
creating action, having content shared, mentions etc). Obviously you
don’t want to copy what they’re doing, standing out is so much better,
but it will give you a good idea of what’s working well.

We’ll be covering resources in more detail later, but at this point have
a think about what resources you have to work on this. Do you have
anybody that can dedicate their time to it? Are there a few people you
can use? Once you have a good idea of what resource is available, and
how much time they’ll have, keep this in mind so that
you don’t develop resource hungry tactics you’ll be
unable to action.

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Next, take your objectives in turn and create tactics to help you achieve

Developing tactics
them, with all of the above research in mind. Here is an example:

Objective: Build brand awareness

Now this is a very general objective, but a common one (which is why I’ve
picked it). You could make this more specific if you like: build awareness in
a certain region, for a specific service, in a certain sector. Better still attach
some numbers to it to help with measurement: Grow brand awareness
of xxxx service and increase web enquiries for that service by 10%. The
more specific the better.

Your tactics for this could include:

ƒƒ Launch a Twitter/Facebook/LinkedIn profile (as appropriate) and


connect with the target audiences (or people, as I prefer to call them).
ƒƒ Launch a blog showcasing relevant knowledge for the region, service
area, sector etc
ƒƒ Build a presence on niche networking sites relevant to your objectives
(these would have already been identified when you researched where
your audiences are online).
ƒƒ Research and identify relevant blogs for guest blogging opportunities.
ƒƒ Research and identify relevant blogs and engage in discussions.
ƒƒ Create a hashtag around your specialist area and drive the conversation.
This could also be a hashtag around a regular Twitter chat.
ƒƒ Develop a competition or creative word of mouth campaign across
relevant platforms to raise awareness of the brand

These are just a few examples, but you get the idea.
For each objective there could be a range of tactics
that will help you to meet them. You will also need to
attach metrics to each to ensure you can measure
the effectiveness against what you’re trying to
achieve, but we’ll cover that next.

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Go through each objective you’ve already identified and list tactics. Then

Developing tactics
refine this list with your resources in mind (be realistic here, if not you
could be setting yourself an unachievable workload).

Once you have your proposed list of tactics, think about who else in your
organisation should have sight of this and bring them together to discuss
any possible issues. For example, the IT department may need to deal with
restrictions to social networking sites, the legal department may need to
be involved in the guidelines or policy, the customer services department
may need to use the social networking sites as a channel to deal with
customer problems, the sales department may want to understand where
possible leads are coming from. This helps to refine your strategy and
ensure it fits with the rest of the business. They could come up with a few
ideas you haven’t thought of and, more importantly, any potential issues
that need to be ironed out before you move on to the next stage.

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Once you’ve developed the social media tactics, you need to set the

Measurement
metrics to understand if those objectives are being met. Now this isn’t an
exact science as much of this activity relies on word of mouth, which has
always been hard to pin down. Digital activity has made it much easier to
get a handle on metrics and understand how the tactics are working.

Start by listing your objectives identified earlier on in the strategy. For


each one, think about what success would look like. What would happen
if things went to plan and you achieved what you set out to? Would your
blog subscribers/fans/followers increase? Would your sales increase?
Would your website traffic increase? Would you get approached by
journalists more? The key here is to measure what is directly connected to
what you’re trying to achieve. Simply looking at followers or fans doesn’t
cut it for all objectives, so pick what works for each.

If your objective is to raise brand awareness then things like number of


fans, followers, subscribers, engagement, mentions, content shared can
give you an accurate indication of how much your brand awareness is
growing over a period of time. However, if your objective is to generate
business leads or grow sales, these metrics mean diddly squat. Instead
you’ll need to track traffic from your social media activities to your website
and measure conversions, track where email or phone enquiries are
generated from, record how many opportunities you identified through
social media are converted. What we want to know here is how much
fee income or sales has been generated by social media activity, so think
about how you can measure that.

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It’s worth spending some time matching the right metrics to the right

Measurement
objective. Think about the paths your customers or clients take to get to
the end goal, this could throw up some useful metrics for you to measure
along that path. A few examples are listed below, note not all of them are
digital. Don’t overlook the offline stuff, this is just as important.

ƒƒ Twitter followers, RTs, mentions, lists


ƒƒ Facebook fans, likes, comments, shared content
ƒƒ Linked In connections, responses to questions, comments within
group discussions, recommendations etc
ƒƒ You Tube/Flickr etc views, comments, shared content
ƒƒ Blog visits, subscriptions, comments, shared content
ƒƒ Mentions, sentiment (and changes in sentiment)
ƒƒ Emailer, newsletter sign ups
ƒƒ Links clicked (for example to an offer on your website that’s linked
from your blog, social networking site, email signatures etc)
ƒƒ Website traffic, particularly to specific actions (email sign up, offers,
landing pages etc)
ƒƒ Search traffic, both organic and paid
ƒƒ Website or blog page rank, inbound links etc
ƒƒ Approaches to guest blog or write articles in the trade press
ƒƒ Approaches to speak at events
ƒƒ Increase in sales (either track where these came from if they’re
converted through your ecommerce site or record manually where
your sales were generated from. I have a spreadsheet that shows
where each prospect and converted client was generated from. But
you’re doing this already right?)

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ƒƒ Track relationships. What’s happening to the people you’re connecting

Measurement
with on Twitter, Facebook, Linked In, the blog etc. Are you moving them
to your CRM system? Are you tracking how often you’re connecting
with them? Are you keeping an eye on how these relationships
progress?
ƒƒ Increase in footfall to your shop/restaurant/bar. Do you know how
many people visit? Where did they come from? If you run campaigns
with promotion codes this can give you some great data.
ƒƒ And while on the subject of location based businesses, are you
tracking Foursquare, Gowalla and other location based apps? Check
ins, tips, how many people are making the most of your offers through
these apps (if you’re running them of course) are all useful metrics.

As I mentioned earlier, this isn’t an exact science. People can take a


variety of routes to get to the end goal, but this will give you a good
indication of how things are working for you. Once you’ve set the metrics
for each objective, pop them on a simple spreadsheet and record where
you are now so you have a benchmark. I track these monthly to allow me
to understand how things are working, but you can do it more often if your
tactics are time critical.

Once you’ve collected some decent data over a few months, you can
start to spot patterns and make assumptions about cause and effect. This
can help you to improve and refine your activities and help you get what
you need out of them. It also means you can spot those activities that
aren’t producing the results you need and stop them in favour of putting
more effort into the stuff that is working.

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A good content plan can supercharge activities and make sure you publish

The content plan


relevant content across the web. When considering content creation, never
forget the goals and objectives that should guide your thinking around
suitable topics. For example, if you need to raise awareness or become
a thought leader in a particular service area/industry/product type, this
should become a key topic area for which you will need to create content
demonstrating your expertise.

Break your goals and objectives into a range of core topics then hold a
creative brainstorm with your team, or you can do this alone. The aim
is to develop a range of subject areas for each topic. Always keep your
audiences in mind when doing this, think about what they will genuinely
be interested in and don’t fall into the trap of writing for yourself or your
peers.

Once you’ve generated ideas for content topics, you can start thinking
about the various channels you will use it on and how you will use it:

ƒƒ Blog: develop an editorial calendar, assigning topics to blog posts and


set deadlines
ƒƒ Linked In: create conversation around key topics in the Group areas
and add links to blog posts
ƒƒ Guest posts: approach other blogs and offer your content as a one off
or as a regular contributor
ƒƒ Newsletter: not everyone will read your blog, so repurpose blog
content here
ƒƒ Twitter and Facebook: share blog posts and start discussions around
your topics
ƒƒ Ebooks: if you generate a lot of content on a particular topic, create
an ebook that you can offer on the website or blog (just like we did
with this)

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Curating content across multiple digital channels ensures the best results.

The content plan


But do more than simply cut and paste, each channel should have a
tailored version to fit.

To ensure your content plan is fresh, stay up to date with the latest buzz
around your topics by:

ƒƒ Subscribing to relevant blogs through RSS Readers (Google Reader


is still my favourite)
ƒƒ Subscribe to newsletters
ƒƒ Set up Twitter searches around your topics or create a list of thought
leaders to keep an eye on
ƒƒ Find where your audiences are hanging out in places like Linked In
groups or forums and listen to what they’re interested in
ƒƒ Use Google Alerts

Before you start to write, agree the style and tone of voice you want to use
that either fits with your personality or your business. And if you have a
search engine optimisation strategy, become familiar with your keywords
and include them (naturally) in all content (and if you don’t have an SEO
strategy, you need one).

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Content creation is an ongoing process and it’s easy to run out of steam.

The content plan


So if you lose inspiration along the way, try a few of these ideas:

ƒƒ Make the most of other media: share a slideshare presentation, a great


video you uncover, infographics and other interesting gems you find
ƒƒ Add your own presentations to slideshare and share
ƒƒ Develop regular features, such as monthly or weekly roundups and
reviews etc
ƒƒ Publish interviews with interesting and relevant people
ƒƒ Invite guest bloggers to add a fresh perspective to your content
ƒƒ Invite customers or clients to ask questions, either on the blog,
Facebook, Twitter or Linked In and answer them on your blog
ƒƒ If you attend an industry event, write a post event review
ƒƒ Create ‘how to’ lists

Finally, you need to ensure your content makes people ‘want’ to read it.
Here are a few tips:

ƒƒ Create attention grabbing headlines


ƒƒ Keep it relevant, ‘on topic’ and make sure all content passes the ‘so
what’ test
ƒƒ Make it conversational rather than broadcast (ask questions, invite
comments)
ƒƒ Don’t agonise over spelling and grammar, tone of voice is far more
important
ƒƒ Keep it short and punchy, people consume a great deal of content
online and have less time for longer pieces
ƒƒ Embrace controversy, people love a good debate

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Once you’ve decided which activities to add to the mix, you’ll need the

Defining your resources


staff to resource it. And it’s not automatically the job of the intern or
graduate because they ‘get it’, unless they’ve had the right training and
will have ongoing management to ensure they’re fully equipped to do a
good job for you, of course.

Commit resource to it
Social media is an ongoing activity that needs commitment, so be sure
to give it what it deserves from the start. Break down the activities into
specifics and estimate how much time each will take. The initial setup can
take a fair amount of time, so don’t overlook this. You’ll need things like
Twitter background design, avatar design, good bio profiles etc. These
don’t take up a great deal of time, but if you don’t have the right resource
in house, you’ll need to outsource it to ensure your online presence is on
brand.

Think about the ongoing work. How many social networking sites will you
be using? Are you launching a blog? If so, how often have you decided to
publish posts? Have you developed a content plan that includes things
like guest blogging? If so, how often will you write and publish these?

Who’s best placed to work on it?


Think about who is best placed work on this for you. Do you already
have marketing/pr/sales/customer service/hr teams? If so, each of them
will need a foot in the social media camp. Don’t be fooled into thinking
this is just a job for the comms team, social media crosses over most
departments. In fact once you’ve got a good handle on how it works for
your business, you may well see the benefit of making it an employee
wide activity and get everyone in on the act.

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If you have a few teams, think about which should work on this and get

Defining your resources


these teams together to discuss it. You may find a few volunteers keen
to get onboard from the start, which is half the battle. Those that won’t
be actively engaged in your social media activity will still need to know of
your plans as it could affect what they’re doing offline. Remember, your
customers or clients don’t see you as being either offline or online. They
just see your brand, so make sure your teams fully understand the plan
and can help you integrate all activity.

If your business is an SME with limited resource, this still applies to you.
Who do you have in your team that can work on this? Again, talk to them
about your social media strategy and see if natural social stars volunteer.
If not, it may well fall to the person that handles your communications
activities for now.

Fitting it all in
If your staff are already overworked, you may be wondering how on earth
to fit this new activity in. The simplest way of handling this is to review
current workload and review the results. For example, if you’re already
measuring your marketing activity you will be able to work out which
activities are performing well and which aren’t. Remove those tasks that
aren’t delivering and replace them with your new social media activity.

It may mean juggling a few things and rearranging a few job descriptions,
but doing it this ways shows your commitment to the activity and will
allow your staff the time to work on it and do well.

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The right guidelines and training will allow your team to do a good job.

Guidelines and training


Now, don’t think this needs to be a big nasty rule book. Your goal here is
to provide the tools and knowledge they need to be able to achieve your
social media strategy.

Guidelines
Your guidelines should cover:

ƒƒ Your objectives. Be clear why you’re using social and how it will be
measured so the team understand what they need to achieve and
what their KPI’s will be. The training can cover the full strategy, but I
find it useful to add the objectives in the guidelines as a reminder.
ƒƒ Who the social media team is. As social impacts many areas of the
business, this should also include those behind the scenes as well as
those on the frontline, like IT, Legal, HR etc.
ƒƒ Which social activity you’ve defined in the plan, how it will be used
and how much time is acceptable to spend on it.
ƒƒ Who owns the profiles, if your team is Tweeting from their own accounts,
for example, do they own those accounts or does the company? Be
clear with this from the start as things could get tricky if they leave.
ƒƒ Have a plan for what happens to profiles once people leave.
ƒƒ What content should be shared through social media. Be descriptive
here as this is important. Make it clear what content is confidential
and what isn’t. Also be clear what language is acceptable. If you have
brand/messaging guidelines it would be a good idea to share these so
that the team fully understand your positioning.
ƒƒ If the members of your social team have different roles, be clear what
they are and what’s expected of them.
ƒƒ What to do if things go wrong. List ALL possible risk scenarios and
how they should be handled to make it clear (and of course make sure
you have the process in place to deal with these if they happen).

Make the guidelines concise, easy to read and accessible.

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Training

Guidelines and training


Once the guidelines are done, you’re ready to train the team. If you feel
confident doing this yourself great, if not get someone in to help you.
The training is key as it gives your team the knowledge they need and
empowers them to use social media confidently. The training should
cover:

ƒƒ The social media strategy. Make sure everyone involved understands


your objectives, how they will be measured, who your target audiences
are, what content you will be sharing and everything else in-between.
You’re after understanding and full buy-in here so ensure it’s easy to
grasp and free of jargon. Also include how the team will be reviewed
and how often.
ƒƒ Your guidelines. Again, you want full understanding and buy in from
the team.
ƒƒ If their experience of social media is limited, help them by including
an introduction to ensure they understand what it is and how it works.
ƒƒ Training on each activity and how it will be run. Include everything
here, from profile set up and bio writing to how to use each tool in
your plan. Make sure you include all the tips and tricks to make it
easier to manage and if you’ve chosen tools like Cotweet, Hootsuite,
Tweetdeck etc, include a full explanation on these.
ƒƒ Spend a little time on the content as this is often a sticking point.
Show them how to find the right content to share, how to produce
content, even how to write if need be.
ƒƒ How they should engage through the various channels and deal with
things like negative blog comments.
ƒƒ Who is there to help them if they get stuck. This is important, your
team should feel fully supported should things go wrong. You could
provide ongoing coaching if that’s a requirement.

If you feel it’s necessary, arrange a few sessions over a period of time to
give them the chance to feedback and discuss their findings.

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Finally, you need to think about who will ultimately be responsible for the

Ongoing management
activity and how will they keep an eye on progress to ensure objectives
are met? The same person will need to ensure the correct measurement
is taken and analysed to ensure you’re achieving what you set out to. I
find monthly reviews of the strategic objectives against actual activity can
help you alongside regular monitoring of your measurement system. This
allows you to see what’s working and what isn’t, allowing you to tweak
activity to ensure optimum performance.

It’s also worth keeping your finger on the pulse of technological


developments. New tools are being introduced all the time and existing
ones updated even more so, which can make your current ways of doing
things out of date before you can say Twitter API, so it’s worth keeping
abreast of how things progress to ensure you make the most of them.
Your team should be able to help you with this as they’ll be at the frontline.

Keep your monitoring system up to date. You may need to listen out for
new keywords or brands as things progress, so keep your eye on this.
And never forget to listen to your community and learn from them, they’re
a valuable asset to your business.

Once you get to grips with your social media activity, be open to
opportunities that come your way. Yes the strategy will help you to achieve
what you set out to and keep you aligned with the overall business plan,
but some unplanned doors often open through social media, so be open
to what can come your way, you could be surprised.

Finally, once you and your team are comfortable with your social media
activity, don’t be afraid to be creative with it. Come up with creative
campaigns that can raise awareness and engage further with your
community. Have fun with it, there are so many possibilities
within the various platforms, so see what you can come up
with.

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We hope this has helped you to understand how to make social media work for you. If you
need further help with social media, marketing or pr, get in touch.

You can connect with Gemma in a variety of places:

email: gemma@redcubemarketing.com
twitter: @gemmawent
linkedin: linkedin.com/in/gemmawent
website: redcubemarketing.com
tel: +44 (0)20 7993 4998

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