Tools for Professionals and Organizations
Chapter Resources
Section 1: Understanding the Fundamentals of Social Media
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Chapter 1: Who Needs a Social Media Strategy?
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Defining Social Media
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Who Can Benefit from a Social Media Strategy?
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So What?
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Conclusion
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Chapter 2: What is a Social Media Strategy?
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The Essence of a Superior Social Media Strategy
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Superior strategists assess the competitive landscape
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Superior strategists make big-picture choices
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Superior strategists coordinate the choices
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Superior strategists coordinate the choices into a coherent path forward
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Superior strategy results in an orchestrated set of tactics
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Conclusion
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Chapter 3: What are the Benefits of a Social Media Strategy?
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The Benefits of Strategy
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A sound strategy helps guide your deployment of scarce resources
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A sound strategy helps coordinate people and resources
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A sound strategy provides a powerful message to educate employees in the organization
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A sound strategy provides stability during tumultuous times and crises
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Conclusion
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Chapter 4: The Social Media Cosmos
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Functional Perspective
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Dynamics Perspective
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Experiential Perspective
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Conclusion
Section 2: Crafting Your Strategy
Chapter 5: Understanding the Competitive Environment
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Stage 1: Facts – Collect relevant facts
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Stage 2: Anchors – Isolate the essential analytical anchors implied by the facts
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Stage 3: Judgments – Make judgments based on the analytical anchors
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Stage 4: Validation – Validate your judgments
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Conclusion
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Chapter 6: Coordinates
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Characteristics of Superior Coordinates
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Superior coordinates represent tough, “big-picture” choices about what to do and what not to do
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Superior coordinates enrich one another
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Superior coordinates robustly define the operating space
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Principles for Formulating Coordinates
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Respect the “unequal dialogue” in your organization
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“Don’t fight the last war”
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Know when to play offense, defense, and use special teams
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A Discussion Protocol for Crafting Coordinates
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Review your competitive analysis and seek out hidden connections
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Construct a “brain-prodding” chart
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Discover clusters of goals or pods of insights
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Label and evaluate the pods
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Determine how the goals could be linked together to accomplish something unique and spectacular
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Conclusion
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Chapter 7: Channels
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Channel Dynamics
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Channels connect senders and receivers
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Each channel has a unique capacity to transmit particular types of signals
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Channels cultivate unique conventions, customs, and norms
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Principles for Selecting Channels
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Select platforms that sync with your coordinates and your target audiences’ preferences
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Consider niche-like platforms that may serve your needs
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Select platforms that you can master on a tactical level
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Strategic Channel Selection
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Systemically study a wide variety of potential social media platforms
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Evaluate and select the platforms for active and passive management
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Craft a “job description” for each channel
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Bundle the channel “duties” into manageable jobs for your social media team
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Assign the right person or team to the tasks
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Conclusion
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Chapter 8: Content
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What Are My Content Options?
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Who Generates the Content?
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Internally-produced content
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Curated content
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Co-created content
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User-generated content
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How do I Select the Right Content?
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Coordinate aligned
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Audience sensitive
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Channel compatible
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Category apportioned
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Feedback driven
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Conclusion
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Chapter 9: Connections
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Understanding Connectivity
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Nodes
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Links
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Direction
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Capacity
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Volume
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Networks
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Hubs
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Hinges
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Path length
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Connection Principles
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The pattern of connections (network) is more important than the strength of individual components (nodes)
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There are tradeoffs associated with every type of network
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Networks have both structural and emergent properties
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Connections Matrix
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Crafting Network Strategy
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Identify a broad range of nodes and links
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Map out and evaluate your existing network structure
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Mix and match your connection strategies
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Develop the skills and commitments to match your connection strategies
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Judge effectiveness based on the strategy employed and the ease of reaching “bullseye nodes”
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Conclusion
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Chapter 10: Corrections
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Sources of Errors
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Attention
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Speed
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Habits
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Thinking biases
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Organizational structures, procedures and protocols
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Corrections Matrix
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Minor oversight
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Modest gaffe
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Missed opportunity
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Major blunder
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So What?
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Detect patterns of errors
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Build an eagle-eyed radar screen
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Augment your radar screen by recruiting and maintaining your own friendly spy network
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Build an experimental lab
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Determine what type of corrective action to take
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Set up a regular assessment process
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Conclusion
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Chapter 11: Syncing the Strategy Dots and Crafting Action Plans
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Test 1: The Coordinate Test (note: the following questions apply to a specific example)
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Will the selected channels increase your target audience’s attendance at your event?
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Will your content choices increase your target audience’s attendance at your event?
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Will your connection choices increase your target audience’s attendance at your event?
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Will your correction plan increase your target audience’s attendance at your event?
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Test 2: The Synergy Test
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Are the channels aligned with your message choices?
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Are the channels aligned with your connection decisions?
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Are the channels aligned with your correction plan?
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Are the message choices aligned with your connection decisions?
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Are the message choices aligned with your correction decisions?
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Are the connection decisions aligned with our correction plan?
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Test 3: The Translation Test
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Test-Taking Advice
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Don’t assume that because you passed test 1 that you will ace test 2
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Solicit the opinions and insights of others
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Expect imperfections
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Conclusion
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Chapter 12: Develop the Assessment Protocol
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How We Fool Ourselves
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Focusing on one or a few metrics
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Neglecting to identify underlying actionable issues
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Failing to take the situation into account
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Purpose of Assessments
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Setting benchmarks
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Orienting management processes
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Identifying continuous improvement opportunities
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Developing a Social Media Assessment Tool
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Coordinates
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Our social media efforts help us meet our business goals
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We have the proper communication goals to support our business goals
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We are meeting our communication goals
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We have the right measures for our goals
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Our goals are aligned with one another
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Channels
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We have selected the proper platforms to meet our goals
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We have clearly defined roles for our different platforms
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Our core audiences consistently use our selected platforms
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We share the right type of content on our platforms
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We properly manage the logistics of our platforms
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Content
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Our content resonates with our core audiences
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We have the right mix of different types of content
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Our content creates a consistent brand image
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We have the right mix of in-house-created, user-generated and curated content
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Our content syncs with our goals
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Connections
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Our social media platforms logically link to one another
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Users can easily connect to our target site
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We have the right internal organizational relationships to properly manage our platforms and related content
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Our social media platforms properly link to our other communication tools
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We are connected to the right communities to achieve our goals
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Corrections
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We have in place mechanisms to quickly detect social media gaffes and identify emerging opportunities
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We avoid making the same kinds of mistakes
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We consistently and quickly correct errors
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We have informal protocols in place to regularly review performance and detect trends
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We have a formal process in place to review our strategy and performance on a quarterly or semi-annual basis
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So What?
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Do your homework by collecting relevant metrics and holding discussions with a wide range of people
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Embrace the debate
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Acknowledge the relationships between the 5 Cs.
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Conclusion
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Chapter 13: Measuring Social Media Effectiveness
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Step 1: Master Metric Language
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Audience composition
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Traffic patterns
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Engagement measures
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Community sentiment
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Step 2: Dive Deeper into the Measures and Analytics
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Platform-specific measures
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Non-platform-specific measures
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Step 3: Avoid the Metrics Minefield
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Resist being seduced by the glamour metrics
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Don’t assume that metric language transfers across platforms
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Watch out for comparisons across organizations and time
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Step 4: Match Metrics with Your Assessment Plan
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Conclusion
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Chapter 14: Crafting the Social Media Assessment Report
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Key Principles
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Analyze your audiences
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Establish the right comparison points
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Spotlight the return on investment
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Highlight connections between social media platforms, other communication tools, and events
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Focus on continuous improvement
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Main Sections of the Assessment Report
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Introduction
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Limitations
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Comparative framework
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Data and analysis
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Success stories
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Conclusions and recommendations
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Appendices
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Conclusion
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Chapter 15: The Mindset of a Strategist, the Sensibilities of a Professional and the Zeal of an Enthusiast
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Strategic Mindset
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Strategists are always grounded by the current reality even as they envision the next steps forward
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Strategists focus on making the right tradeoffs
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Strategists cultivate synergies
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Professional Sensibilities
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Professionals are committed to a core set of values and related ethical standards
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Professionals cultivate collaborative, respectful relationships with others in their organization
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Professionals exercise good judgment
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Enthusiasts’ Zeal
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Enthusiasts have fun, within limits
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Enthusiasts devour the latest news and trends in their field
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Enthusiasts experiment
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Conclusion
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