Dave Fleet and the Social Media Ecosystem at Third Tuesday Ottawa

Dave Fleet has earned a loyal following for his thoughtful and provocative posts on public relations and social media.

Recently, he wrote a couple of remarkable posts, the 2010 Social Media Marketing Ecosystem and  Strategies in the 2010 Social Media Marketing Ecosystem. Taken together, they present an up to the minute view of the range of communications channels that communicators must be aware of and integrate into our marketing programs.

Dave will be coming to Ottawa next week to speak at a day long conference. But we’ve grabbed him for a Third Tuesday the night before (yes, it’s Third Tuesday on a Thursday.)

If you’d like to meet Dave Fleet and hear his thoughts on the Social Media Marketing Ecosystem, register online to attend Third Tuesday Ottawa.

Thank you to our sponsors

As always, I want to thank our Third Tuesday sponsors – CNW Group, Molson Coors Canada, Rogers Communications, Radian6 and Fairmont Hotels and Resorts. Their support make it possible to bring great speakers like Katie Paine, Julien Smith and Shel Israel to Third Tuesdays in Ottawa.

Thornley Fallis' new Online Communications Policy

Simple works

For the past four years, Thornley Fallis has had a simple, two sentence online communications policy: “Be smart. Cause no harm to any person.”

This simple policy has served us well. We had only a few bumps – and we learned from each one.

This policy worked because we have many people who are active in social media and they are steeped in the blogging culture. They understand the importance of transparency, authenticity and generosity. They also understand the power of search and the permanence of what we put on the Web.

New people. New needs

A few months ago, we updated the Thornley Fallis and 76design Websites. In doing this, we introduced new Twitter feeds for both Thornley Fallis and 76design. We also created a page on our corporate Website that displays the current conversations our employees are having in social media. Each employee has their own page on which they can display whatever social media and information they want to share. They can add their personal blog feeds, links to their Facebook pages, Twitter streams, LinkedIn profiles – whatever social media they wanted.

I soon realized that our employees are generating much more social media traffic than I had been aware of. I also realized that not everyone spends as much time thinking about social media best practices as Dave Fleet or Terry Fallis might.

So, it’s time to take a second look at our online communications policy to be sure that it provides basic guidance for new employees and others new to social media and our perspective on its culture.

Under the hood

In refining our policy, I wanted it to be written in plain language. I also didn’t want to be so prescriptive that people would feel the need to refer to it constantly. And, bottom line, I respect the intelligence of the people I work with and trust their judgment. So, how to draft a policy that provides essential guidance but still puts the onus on people to exercise good judgment?

The answer, in my mind, is to ground the policy and guidelines in a clear statement of our objectives – why we are active in social media. Having stated this, I’m comfortable encouraging people to post freely if they know that their actions contribute to the achievement of our objectives. If they aren’t sure or feel that their posts/actions may actually detract from those objectives, then I suggest that they don’t post it. It in doubt, I ask people to consult a colleague before proceeding. Having spelled out this general framework, I needed only a handful of specific guidelines.

I posted the policy on our Internal Wiki and asked for comments. I received some good feedback from several people, including Jeremy Wright, Dave Fleet and Bradley Moseley-Williams. So, here’s the first draft of our new online communications policy.

What do you think of it? Have we missed something important? Would it work for your organization?

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Thornley Fallis Online Communications Policy

This policy is intended to provide us with practical guidelines that we can apply to ensure that our online actions and communications will make a positive contribution to our reputation as individuals and members of the Thornley Fallis & 76design team.

You’re always one of us

Each of us represents the company to the world and the character of the company is defined by our beliefs and actions. We must be mindful of this when participating in social media and any kind of online communications.
You may be active in social media on your own account. That’s good. But please remember that whether you are on your own time or company time, you’re still a member of our team. And the judgment you exercise on your own time reflects on the judgment you exercise at work. There’s only one you – at play and at work.

Our Objectives

First, when participating in social media, please always be mindful of why we are involved in social media. Our company’s objectives are:

  • To educate ourselves.
  • To contribute to our community by sharing our knowledge with others. (We believe in the culture of generosity and recognize that we should contribute more to the community than we take out.)
  • To attract talented people
  • To attract sophisticated clients

As a first step in deciding whether to write or post something online, ask yourself if doing so would contribute to the achievement of these objectives. If so, then publish away. If your post would be at odds with these objectives, please do not post it.

Guidelines

Of course, sometimes, it’s nice to have some simple, plain language guidelines to point the way. So, here are some basic rules for day to day conduct.

  1. Cause no harm to any person.
  2. Be respectful and civil in your tone. (After all, that’s the kind of people we are.)
  3. Respect our clients’ right to decide for themselves what they want to make public. Unless they specifically grant us permission, do not post about client wins or client assignments.
  4. Be transparent. If you are posting about a client or commenting on a client competitor or posting about anything in which we may have a material interest, disclose the relationship or interest.

Still in doubt?

If you’re still in doubt, seek out the counsel of one of you colleagues. Two sets of eyes are better than one.

The New PR

Last week, Jeremy Wright joined our team at Thornley Fallis & 76 design.  Since then, several friends have asked me how we were able to attract Jeremy to join a public relations agency.

It’s the new PR.

For several years, we have been moving Thornley Fallis beyond old style public relations to understand and participate in the new communications, communities, and social relationships that universal search, social media and ubiquitous online access have made possible.

This new public relations is grounded in anthropology, sociology, and technology.

The new public relations is about understanding relationships between people, what people want and need from these relationships, and how they form, sustain, and use communities of interest.

We don’t see people as target audiences.  We see people through the lense of communities.  And we participate in those communities. We earn our place by understanding the dynamics of the communities and adding value.  We add value by helping those communities to function better and by contributing unique and new content to the conversation.

We still draw on our ability to write clearly, an understanding of what people are interested in, and a knowledge of traditional media and how they work. (They haven’t turned off the lights at traditional media yet – and I don’t think they will in my lifetime.)

However, these traditional skills now must be supplemented by other expertise.  An understanding of community formation.  What makes people seek out one another?  What makes a community grow? What makes it die? What is the impact of the removal of barriers to collective action online? How far can we push social media’s ability to transcend the limitations of geographic proximity and bring people together in one conversation, regardless of where they are in the world? What of the new online intimacy? How do we revise our notions of privacy in this era? How do we help people satisfy their desire to extend their online relationships with real world relationships?

Public relations practitioners must also know how to create the new meeting places.  As the ties that bind us to traditional media break down, people find new ways to discover the information they need and to share it with others.  The combination of search with social software provides us all with the power to do this.  But some solutions are better than others.  The new public relations practitioner must know what makes a social platform work and how to improve on what is already there.

Measurement is essential to understand what is going on and the impact of what we do. Old yardsticks are inadequate to gauge the new dynamics. GRP’s, impressions, reach – these are the metrics of a bygone era.  We must develop and apply new metrics for engagement, momentum, influence and the growth, depth and characteristics of our social graphs.

New possibilities, new tools, new channels.  All call for new people with new expertise.

The new public relations agency is a hybrid that draws on new areas of expertise and skill sets.  We’ve been trying to create this kind of agency at Thornley Fallis and 76 design. More than anything, I think it’s the thrill of participating in that innovation and invention that brought Jeremy Wright to us.

Of course,we’re not the only firm doing this. We know that several other firms are heading down this route. Firms like Shift, Voce, Edelman.

Bottom line: For those who think of public relations as they might have even five years ago, please take another look. You’ll find something quite different under the hood at the thought- leading public relations firms.

This isn’t your parents’ public relations.

CCPRF Media Monitoring RFP – Where do we go now?

Last week, I wrote about the Canadian Council of Public Relations Firms’ Request for Proposal (RFP) asking suppliers to put together a new, more cost effective approach to monitoring and measurement of traditional and new media channels.

ccprf-091215Well, the December 17 deadline for proposals has passed and I’m pleased to be able to say that we received submissions from several potential suppliers. I want to thank all those who showed interest and to let you know about the selection process.

A brief pause

All too often in the past, my Christmas holiday has been marred by an RFP deadline that fell in the first week of January. I don’t like it when that’s done to me. And my fellow CCPRF members didn’t want to do it to our industry partners. So, we set a pre-Christmas deadline for proposals.

Now it’s up to us to review the proposals. I’m sure you won’t be surprised that many of the CCPRF members are taking a break during the Christmas – New Years season. That means that we won’t be able to evaluate proposals until our members return in January. So, there will be a brief pause in our RFP process to enable everyone to enjoy the holiday season.

The process from here

The CCPRF is striking a subcommittee of members who will meet in early January to review the proposals in detail and then lead a discussion at our full CCPRF January meeting.

If the initial review of proposals yields a clear winner, we’ll contact the winning bidder and the unsuccessful bidders to inform them of the outcome. On the other hand, if there’s no clear winner, we may ask a subset of the bidders to meet with us via teleconference to discuss their proposals prior to determining a preferred supplier.

Bottom line: Our selection process may be wrapped up in mid-January or it could take a few weeks longer.

I’ll post further about this as we work our way through the process.

Canadian Council of Public Relations Firms issues Media Monitoring RFP

ccprf-091215The Canadian Council of Public Relations Firms has taken a step that we think is an industry first. The CCPRF has issuedRequest for Proposals (RFP) on behalf of our members inviting suppliers to provide Canada`s PR firms with a new approach to monitoring traditional and online media.

Why have we done this?

The world of media is evolving rapidly. Where we get our information has changed. People have switched much of their attention from traditional to online and social media. This also has had significant impact on the industries that monitor where information is published and that measure its reach and impact.

For many years, we’d ask media monitoring companies to monitor media for keyworks or brand names and they would deliver sheaths of hard copy clippings and video cassette tapes (remember those?). Over time, delivery methods changed to fax transmisions, CDs ,email and password protected data archives. But the media that was being monitored remained essentially the same – print, television and radio.

Then the social media revolution hit. And it wasn’t any longer just about whether people were reading content. Social media had enabled people to comment on that content. To share it. To link to it. Suddenly, we had new actions to consider and new things to measure – influence, engagement, social graphs and velocity.

A whole new generation of services emerged. Services which don’t simply enable us to monitor, but also gave us analytic tools to understand and measure the interactions that were occurring and the communities of interest that were forming.

We find ourselves dealing with a monitoring industry that has adjusted to the new environment in different ways and at different speeds. Following what’s going on has become a complex process that can involve setting up dashboards with several different suppliers. And each provides us with a unique view of different things.

Multiple offerings. Multiple methodologies. Increased complexity. Increased cost.

Just as it has been noticed that television advertising prices have not decreased in line with the diminished audiences television delivers, the prices of some of the services we use seem to be increasing while more and more of the conversations that matter occur on media they do not track. Worse, price structures for some suppliers are confusing and vary widely between customers. In fact, it sometimes feels a bit like buying a used car. A game of chicken to see who blinks first.

So, we end up having to pay more for more services, with several of them delivering less than they used to. That’s not good for our business. That’s not good for our clients.

There has to be a better way to obtain these services. This is what we’re trying to achieve.

So, we’re asking the suppliers of both online and traditional monitoring services to propose to us how they could better meet our needs at a fair price. We’re asking them to propose the most comprehensive set of offerings they are capable of. This could include individual large companies who go it alone to monitor both online and traditional media. It also could encourage firms which offer a best in class solution in specific areas to band with others to offer a comprehensive service.

Once we have identified the best offerings, we hope that we’ll be able to compare costs in a more intelligent fashion. Ultimately, we hope to find the provider who offers us the best value.

And because we use these services on behalf of our clients, they too should benefit from the best available services offered at a fair price.

Today December 17 is the day that the bids are due. I’m not sure how many or what type of responses we will receive. But I’m hopeful that the monitoring and measurement industry will provide us with creative proposals to improve upon what we now receive.

I plan to post further about this process, how it turns out and what we learn from it.

The triple Joe loop.

The triple Joe loop., originally uploaded by David_Jones1.

Yep, we’re all catching Olympic fever as the Vancouver Winter Games approach.

And if you like the stache, you can help make a sick child’s wish come true by contributing to the Make A Wish Foundation on the Mustaches for Kids site. If you indicate that you’re making your contribution in support of my stache, I’ll match your contribution. A chance to do good and then double it.

Big thanks to @DoctorJones for the Podium Pal avatar. You can get one of you own at the Podium Pals site.

Proving PR Works

The Canadian Council of Public Relations Firms (CCPRF) is holding a series of thought leader breakfasts to explore topics of importance to organizational communications and public relations. (disclosure: I’m currently the Chair of the CCPRF.)

This morning, the CCPRF brought togetherin Toronto a group of top level corporate communications executives to discuss best practices in communications measurement. The discussion was led off by a panel of measurement experts: David Alston from Radian6, David Scholz from Leger Marketing, Jacqueline Taggart from Watson Wyatt and Alan Chumley from the CPRS Measurement Committee.

What follows is the highlights of the Twitter coverage (hashtag #CCPRF) of the discussion that I captured using CoverItLive. Enjoy.

Canadian Council of Public Relations Firms: Measurement

Third Tuesday Toronto explores Social Media and Customer Reviews

ThirdTuesdayTorontoWhere do you look for advice when you are considering whether to buy a product or service? If you’re like me, you’ll probably search for customer reviews on specialty Websites or, event better, you’ll reach out to your online friends to find out who has experience with the product or service and what they think of it.

Customer reviews married to social media are changing the way that many people make decisions.

At the next Third Tuesday Toronto, four well-known entrepreneurs will share what they have learned building and working with customer reviews and social media. We’ll hear from Ali De Bold, co-founder, ChickAdvisor Inc., Pema Hegan, co-founder, GigPark.com, Brian Sharwood, president, HomeStars.com, and Stuart MacDonald, CEO and founder, Tripharbour.ca and Tripharbor.com.

Special thanks go to Eden Spodek, founder of Bargainista.ca, who suggested this session and put the panel together. Eden also will moderate the discussion.

You can register online to attend Third Tuesday Toronto. I hope to see you there.

One more thing: As always, we’re grateful for the ongoing support of our Third Tuesday sponsors: CNW Group, Molson Coors Canada, Rogers Communications, Radian6, and Fairmont Hotels and Resorts. Their support is allowing us to program great speakers not just in Toronto, but at Third Tuesday across Canada.

Katie Paine removes the mystery from measurement

Katie PaineKatie Paine earned her reputation as one of the foremost experts in public relations measurement. So, when social media emerged, it was a natural step for Katie to begin to explore the best ways to measure social media. And she has emerged as a sought after speaker on how to measure the right things in the right way.

Katie will be sharing her expertise at the next Third Tuesday Ottawa #TTO. I asked Katie to give me a preview of what she’ll be talking about. She replied:

Social media measurement doesn’t require new standards or new methods, just a new mindset. How the best measurement tools today are some of the oldest. Relationship surveys, content analysis, correlations and statistical analysis have all been around for decades, and we really don’ t need much more than those.

What we do need is a new way of looking at measurement – from a functional perspective, not a tactical perspective. It’s not about measuring what you do – those individual campaigns, or tactics, or gimmicks you happen to be using. But rather about measuring why you exist. What’ is your function within the organization, and how are you contributing to the success of your organizations objectives.

Each communicator must face the fundamental fork in the road. Are you doing social media for sales? For reputation? For cost avoidance? For crisis management?  Once you’ve decided the reason, then measurement becomes quite simple.

Third Tuesday OttawaThis sounds like an interesting perspective on measurement. I’m definitely looking forward to attending to hear Katie elaborate on it. And, of course, we’ll keep at least half the time available for Third Tuesday attendees to ask questions and discuss Katie’s ideas.

We’ll also have a bonus at this month’s Third Tuesday: a demo of Google Wave. A lot of us have heard about Google Wave, but relatively few of us have had a chance to use it yet. Come and see what all the fuss is about.

One other thing is special about this month’s Third Tuesday Ottawa: the time. We’ll be holding the event at 7:30 AM on October 23. We’ve been able to book Katie on her return from speaking at the MeshMarketing conference in Toronto on October 22. And a Friday evening event just didn’t seem like it would work. So, for this one time only, we’re making Third Tuesday Ottawa a Social Media Breakfast (Hat tip to @bryanperson and the real SMB Ottawa organizers, @sylc, @ryanAnderson and @roblane).

If you’re interested in attending, you can register online for this month’s Third Tuesday Ottawa.

Thank you to our sponsors

Of course, we wouldn’t be able to book a great speaker like Katie Paine to come to Ottawa without the support of our sponsors: CNW Group, Molson Coors Canada, Rogers Communications, Radian6, and Fairmont Hotels and Resorts. You make it possible to bring smart speakers together with Third Tuesday participants across Canada.