Tag Archives: social integration

How to Design Social Media Workshops That Appeal to Both the Left Brain and the Right Brain

Over the last two years, I have led 50+ workshops with 2000+ marketing and communications professionals across Asia, so I have become a workshop specialist of sorts within MSLGROUP.

I use a discovery-driven approach in designing and leading workshops, with conceptual frameworks, in-depth case studies, and post-it note gamestorms. This beautiful quote in Richard Bach’s ‘Illusions: The Adventures of a Reluctant Messiah’ sums up what I try to do in my workshops:

Learning is finding out what you already know. Doing is demonstrating that you know it. Teaching is reminding others that they know just as well as you.

My favorite parts at my workshops are games that help participants remember what they already know. These games involve large post-it notes, chart papers, marker pens, some doodling and many aha! moments. Let me use three examples to show you what I mean.

Social Heartbeat brand planning workshop

Our Social Heartbeat framework helps brands design powerful purpose-inspired platforms and programs to inspire, organize and energize people around a shared purpose.

We first look for a shared purpose or Social Heartbeat to inspire people, realizing that we need to build a bridge between benefit-driven and purpose-inspired communication. Then, we design a long-term online-offline platform to organize people, in a way that fully leverages paid, owned, and earned media. Finally, we design the consumer journey and create a series of short-term programs to energize people and take them from the benefit, to the bridge and then to the purpose, or the other way round.

I start by Social Heartbeat workshop by asking participants to create a social network profile on a post it note, with their name, avatar name, avatar picture, and five passion tags that define them. Then, I ask them to put up these post-it notes on the chart paper and draw lines between them, if they share a passion tag. We discuss how we connect with others around our passion tags, how some people are more connected than others and how connections lead to all sorts of good things, both online and offline. Then, I point out that less than 5% of the passion tags are related to brands. If people don’t define themselves around brands, and don’t connect with each other around brands, then what is the role brands can play on the social web? It’s an important question for marketers with an elegant answer: brands can help consumers connect around passion tags that resonate with the brand values (I call these shared passion tags Social Heartbeats).

Later in the workshop, I ask the participants to remember the last time they talked about a brand they don’t work for. I ask them to write down on a post it note the brand itself, why they talked about it (the trigger) and how they talked about it (the context or the medium). Then, I ask them to arrange the post-it notes around themes. Most groups arrange the post-it notes around the product categories their brands belong to (usually fashion, technology, gadgets, cafes, mobile or auto brands). Sometimes, they arrange the post it note around the content of the conversation (kudos, complaints, enquiries, recommendations), the context of the conversation (at home, at office, at a mall, online, on phone) or the trigger to talk (a good/ bad product or service experience, an ad, a promo, a contest). Almost always, no one mentions a FMCG brand (soft drinks, shampoo, toothpaste, snacks), which makes me wonder: if no one is talking about the brand that spend the most money on advertising, what should these brands do (apart from getting really worried)? It’s another important question for marketers with the same elegant answer: consumers will talk about these brands only if they stand for the shared passion tags (Social Heartbeats) that consumers care about.

Social Integration Journey social business planning workshop

Our Social Heartbeat framework helps corporations build enterprise capabilities for social by integrating social into their technology platforms, marketing programs and business processes, to drive strategic change and real ROI.

Most organizations go through the social integration with these six stages. They start with inaction, then move to incubation and experiment with standalone platforms and tactical programs, before they are ready to integrate social into their technology platforms, marketing programs and business processes. Organizations can use the framework to not only map where they are in relation to relevant others, but also plan for what’s next. So, it’s both a “how the world works” framework as well as a “how to change things” framework.

Towards the middle of my Social Integration Journey workshop, I ask the workshop participants to create a post-it note for each of the social initiatives in their organization. I ask them to write what they are trying to achieve with the initiatives, how short-term or long-term these initiatives are, and what channel(s) they use for these initiatives. Then, I ask them to draw the Social Integration Journey framework on a chart paper and place the post-it notes on the chart paper. Usually, the post-it notes cluster around one or two stages, which helps the participants map their present stage of social integration. Then, I ask them to identify other relevant organizations and repeat the exercise with their social initiatives on another chart paper. Once again, the post-it notes cluster around one or two stages, but have wider distribution, which helps the participants map the possibilities they haven’t explored yet. Finally, I ask the participants to identify their potential stage of social integration, discuss why they wish to reach there, and discover barriers that might stop them. I have found that workshops participants who engage in this participatory process of benchmarking themselves against relevant others are more open to seeing new possibilities and working towards making them real.

Crisis Curve crisis planning framework

Our Crisis Curve workshop helps organizations map out, plan for and build capabilities to manage crisis scenarios across the four stages of the crisis curve: flash point, spotlight, blame game and resolution.

Based on the interplay between mainstream media and social media at the flash point stage, we categorize crisis situations into three types that need different approaches: real world, slow burn and flash mob. Then, we use our proprietary crisis planning and response toolkit to help organizations plan how they can best leverage social media at each stage in the crisis curve.

Towards the end of my Crisis Curve workshop, I ask the workshop participants to think of a ‘real world’, a ‘slow burn’ and a ‘flash mob’ crisis that can seriously impact their business and draw them on a post-it note. Then, I ask them to imagine each crisis situation going through the flash point, spotlight and blame game stages over three days and, for each stage, map out the best case, worst case and most likely case for each crisis situation. They draw newspaper or television headlines, blog post titles, social network updates, photoshopped parody images and viral video storyboards on post-it notes and sometimes enjoy the exercise more than they should. Finally, I ask them to plan their response for for each crisis situation, by mapping out key influencers, keywords, spokespersons, and messages for each of the scenarios they have created.

Designing workshops for both the right brain and the left brain

I believe that the best workshops are learning and discovery experiences that exercise both the right brain and the left brain. So, I structure all my workshops around a conceptual framework, to appeal to the left brain, but include in-depth case studies that are rich in storytelling, often via videos, to appeal to the right brain. The post-it note brainstorms are based on the frameworks, so they don’t frighten the left brain, but they involve drawing and storytelling, so they don’t alienate the right brain either.

The best workshops, like the best classrooms, also need to find the right balance between learning and doing. In all my workshops, the participants leave feeling that they have learned both a new way to think about their problem (the framework) and practical ways to apply that thinking (the case studies). In my most successful workshop, the participants also leave feeling that they already had all the answers and I have only helped them connect the dots in their minds.

The Social Integration Journey: How to Integrate Social into Technology Platforms, Marketing Programs and Business Processes

The Social Integration Journey

Most organizations go through six stages of Social Integration Journey. They start with inaction, then move to incubation and experiment with standalone platforms and tactical programs, before they are ready to integrate social into their technology platforms, marketing programs and business processes.

This simple Social Integration Journey framework helps business leaders not only contextualize their own experience with social, but also plan to extend it. It helps them map which stage of social integration they are at, then build a case to integrate social into their most important platforms, programs, and processes, to drive strategic change and real ROI.

Here are the six stages of the Social Integration Journey:

1. Create a static campaign or country microsite
2. Create an official page organization page on Facebook or Twitter
3. Create a Facebook contest or a Twitter influencer program
4. Integrate social into technology platforms
5. Integrate social into marketing programs
6. Integrate social into business processes

How to build a case for social integration?

It’s important to realize that different stages in the Social Integration Journey are most appropriate for different organizations in different contexts. So, we need to assess the organization’s maturity, motivations and money (budgets) to successfully build a case for social integration.

1. Maturity: We start by assessing the present stage of social integration for the organization and relevant others and the highest stage the organization can transition to, within 12 months.

2. Motivation: Then, we assess the organization’s reasons to invest in integration, including the objectives and decision criteria for the organization and the triggers and barriers for the main decision makers.

3. Money: Finally, we assess the investment required and the organization’s capacity to invest, over 12 months. We recommend planning for a phase-wise approach to transition to a higher stage, with at least 3 to 6 months to consolidate investments at each stage.

We need to use different messages to successfully build a case for social integration at each stage in the Social Integration Journey. Let’s look at these messages.

Stage 1: Create a static campaign or country microsite

In stage 1, organizations create campaign or country microsites to push out information on a campaign or a topic.

Typically, these microsites have limited content and a short shelf-life (my rule of thumb is six pages for six weeks). This fascination with microsites can be traced back to the days when marketers created Flash-based campaign microsites to support TVCs. These microsites were heavy on experience but light on content and had the same shelf life as the TVC, after which they were either preserved for award entries or taken offline. I’m relieved to see that most marketers have moved beyond the campaign microsite, but, surprisingly, many MNCs haven’t created country specific corporate websites in India, China and Japan.

Key Messages for Stage 1
1) The internet has serious scale in Imost Asia markets with 450+ million netizens in China and 100+ million in India.
2) The website is usually the first and often one of the most important sources of information on the organization.
3) Most other peer organizations have created a well-designed country or campaign website, so it’s simply expected.

Case Study: GE Plug Into the Smart Grid
In 2009, GE created an award-winning Plug Into the Smart Grid microsite with augmented reality functionality, but the website had limited content, and GE abandoned it after a few weeks.

Stage 2: Create an official page on Facebook or Twitter

In stage 2, organizations create Facebook or Twitter accounts to push out news updates about a topic. Typically, most updates include links to news items and engagement with followers is limited.

When Facebook and Twitter become mainstream, marketers rushed to create a Facebook page or a Twitter profile, without really thinking about what they will do with it. Even when marketers increased the fan count on their Facebook page by buying ads, the fans rarely engaged with the brand. Even as the first wave of marketers are seeking ways to increase engagement, the next wave of marketers are still setting up their social media presence.

Key Messages for Stage 2
1) Social media has serious scale with 750+ million on Facebook, 200+ million on Twitter, 150+ million on Weibo, 100+ million on Renren, and a high number of these social network users are in Asia.
2) Both B2C and B2B influencers are active on the social media and engaging with organizations.
3) Social media is cost effective as creating official pages on Facebook, Twitter, Weibo is free.

Case Study: Anand Mahindra on Twitter
Anand Mahindra, the highly respected Vice Chairman of the diversified Mahindra Group, uses Twitter to weigh in on topics of public interest and even answer customer complaints in public.

Case Study: Li Dongsheng on Sina Weibo
Li Dongsheng, Deputy to the People’s Congress and President of TCL Group, engages with consumers and citizens on Sina Weibo and has more than 2 million followers.

Case Study: Ching’s Secret
Chinese packaged food brand Ching’s Secret has attracted more than 8,50,000 fans on Facebook in India by sharing recipes and engaging fans in witty conversations.

Stage 3: Create a Facebook contest or a Twitter influencer program

In stage 3, organizations run tactical, short-term, channel-specific campaigns to increase engagement, like a Facebook contest, a Twitter influencer program, or a blogger program.

As marketers seek to increase engagement on social media platforms, they often start with tactics that are specific to the platform, like a Facebook contest or a Twitter influencer program. While these tactical programs are successful in engaging fans and followers in the short term, they fail to exploit the full potential of social media. Most marketers are still in this stage, but some are ready to move beyond.

Key Messages for Stage 3
1) Presence is not enough, organizations need to engage influencers on social media.
2) To engage influencers, organizations need to create regular content, influencer outreach and contests.
3) Engaging influencers is the first step towards converting them into advocates.

Case Study: Identifying influencers via Klout
Klout has emerged as the predominant platform for measuring influence across the social web, primarily on Twitter, but also on Facebook, LinkedIn, Quora and blogs. Klout has recently started the Klout Perks program to help corporations run infuencer programs.

Stage 4: Integrate social into technology platforms

In stage 4, the website is reimagined as a social hub, by adding social features into the website itself, or by integrating website with social platforms like Facebook, Twitter, LinkedIn, SlideShare and YouTube.

After much speculation that the Facebook page might replace the brand website, sophisticated marketers are beginning to view the website as their social hub. Marketers are integrating social into web platforms by adding content creation features like blogs, wikis, photo-sharing, and video-sharing; content-curation features like commenting, voting, reviews, and ratings; and connection features like profiles, groups, activity streams, and leader boards. Marketers are also integrating websites with Facebook, Twitter, and LinkedIn by adding social sign-on, sharing buttons, profile boxes, and activity stream widgets to their websites. Some marketers are even reimagining the website as an aggregation of their social media activity streams. In essence, consumers have become used to an integrated experience across social web, mobile web and mobile applications, enabled by open application ecosystems from both social platforms (Facebook, Twitter, LinkedIn) and mobile platforms (iPhone, Android, Blackberry).

Key Messages for Stage 4
1) Maximize the impact of your content across channels by uploading content to YouTube/ SlideShare, embedding it on blog/ website, then sharing it on Facebook/ Twitter/ LinkedIn.
2) Use API code snippets, widgets and RSS feeds to integrate social networks into website to improve search optimization and discovery.
3) Enable Facebook/ Twitter/ LinkedIn social logins to customize website experience based on the user’s social graph and simplify content sharing across the user’s social networks.

Case study: Nike+
To realize its purpose of helping each one of us find the athlete within us and transform running from a solitary pursuit into a social activity, Nike created the Nike+ app and community. A sensor tracks running data via the iPod or iPhone and syncs it with the Nike+ community. Nike+ members have run 37 million miles so far.

Stage 5: Integrate social into marketing programs

In stage 5, organizations design community-centric integrated marketing programs to connect people around a shared social heartbeat.

Some sophisticated marketers are beginning to realize that their marketing programs are most effective when they don’t only use social platforms, but also become social at the core. As a result, marketers are moving from TVC-centric integrated marketing campaigns to community-centric integrated marketing campaigns. They are talking about shifting the focus of their marketing “from moments to movements” and engaging in purpose-inspired benefit-driven brand-building. In essence, they are talking about designing powerful purpose-inspired platforms and programs to inspire, organize and energize people around a shared purpose.

Key Messages for Stage 5
1) Convert influencers into advocates by designing integrated marketing programs around a social heartbeat that connects the brand values with the influencers’ passions.
2) Build owned media permission assets by creating a long-term community platform to organize influencers around the social heartbeat.
3) Trigger participation and action by creating a series of interconnected programs around the social heartbeat to energize influencers.

Case Study: Starbucks
Starbucks has created a series of programs to realize its vision of being the “third place”, of the hub of local communities. In 2008, Starbucks created the V2V volunteer network to connect people and actions around local Starbucks stores. In 2008, Starbucks also offered a free coffee to people who voted in the US presidential elections. In 2009, Starbucks created the Pledge 5 campaign to encourage young people to volunteer. In 2010, Starbucks created a campaign to encourage its consumers to switch from paper cups to reusable travel mugs. In 2011, Starbucks donated $5 million and asked consumers to donate $5 to support small businesses across USA and create jobs. Starbucks has also tied up with Bono’s Red initiative to donate 5 cents for every drink to save lives in Africa.

Case Study: Pepsi Refresh Project
As part of its commitment to “deliver sustainable growth by investing in a healthier future for people and our planet”, PepsiCo is giving grants worth $20 million per year to ideas that can refresh the world.

Case Study: Tata Tea Jaago Re
In 2008, Tata Tea tied up with non-profit Janaagraaha to inspire almost 700,000 Indians to register to vote. Since then, Jaago Re (“wake up”) has evolved into an active civic action community.

Case Study: Mahindra Spark the Rise
To fulfill its purpose to enable its stakeholders to rise, Mahindra Group has created the Spark the Rise platform to share ideas that can propel innovation, entrepreneurship, and positive change in India.

Case Study: Dell Go Green Challenge in India
In 2010, Dell created a challenge for design students and others to share ideas on how to redesign, reuse and recycle gadgets to make them go green.

Stage 6: Integrate social into business processes

In stage 6, organizations leverage social media as a tool for business transformation by integrating it with sales, support and innovation processes.

The most sophisticated business leaders know that social media is most effective when they leverage it for doing the right things, instead of merely saying the right things. Organizations like Dell, Starbucks, and GE are using social media as a tool for business transformation by integrating it with their sales, support, and innovation processes. Early experiments to crowdsource innovation are particularly promising, with Dell Ideastorm, My Starbucks Ideas, and GE Ecomagination Challenge being the most prominent examples.

Key Messages for Stage 6
1) Drive real return on investment by using social to drive business objectives like sales, support and innovation.
2) Improve customer satisfaction by listening and responding to customers at the point of need or demand.
3) Crowd-source innovation by tapping into the wisdom of crowd to discover ideas for product or process innovation.

Case Study: GE Ecomagination and Healthymagination Challenge
As part of its commitment to “imagine and build innovative solutions to environment challenges”, GE has created a $200 million Ecomagination Challenge to fund ideas that can reimagine powering the grid, or powering homes. GE has also created a $100 million Healthymagination Challenge to fund ideas that can accelerate innovations to fight breast cancer, as part of its “shared commitment to create better health for more people together”.

Case Study: Dell Ideastorm
Dell uses customer-driven support community to enable customers to answer each other’s questions. Dell’s support forum has helped it increase customer satisfaction and drive down support costs. Dell uses customer-driven ideation community Dell Ideastorm to listen to customer’s ideas on product improvement and new product development. It has also created an internal ideation platform called Dell Employee Storm to listen to product and process innovation ideas from its own 80000 employees. Finally, Dell has created a social media command center to listen to, classify and respond to social media conversations. It has even trained 900 staff in India via its SMaC university and unconference to use social media for marketing, customer support, recruitment and innovation.

Case Study: VANCL Star social commerce community
On the VANCL Star community, fans of the Chinese apparel brand can open a “store” or a photo blog, showcase their VANCL styles, and even earn a commission of 10% of the profit on sales through the store.

In Summary: Six best practices for social integration

In summary, organizations can use these six best practices to integrate social into their technology platforms, marketing programs and business processes.

Technology Platforms
1. Use the website as a social hub that connects content across channels.
2. Use social networks to build relationships and engage in conversations.

Marketing Programs
3. Create platforms that organize people around a social heartbeat.
4. Create a series of programs that energize people to participate and act.

Business Processes
5. Listen to, classify and respond to conversations on the social web.
6. Create private or public communities for collaboration or co-creation.

Which stage of the Social Integration Journey are you at?