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17 oct 2012

Six Tips For Giving A Great Elevator Pitch


An elevator pitch is a mixture of an explanation and a sales pitch. It's intended to get people excited about your organization, your new product, or even you personally (in an interview situation). Here's how to give a good one:

1.Think short - no shorter than 30 seconds and no longer than 3 minutes. Time it.

2.If your topic is complex, use the "anchor & twist" format to orient your audience.

3. Don't wing it, script it. Once you've figured out how to explain something well, there is NO value in novelty. Tell it the same (effective) way every time.

4. 'Why' comes before 'What.' People will understand better what you're doing if they first know why you're doing it. Here's an example: "Most people invest some of their savings and give some of it away to charity. Wouldn't it be nice if you could do both at once -- get interest AND impact? That's why we invented the Calvert Community Investment Notes."

5. Mandatory: Include a story. For a product pitch, tell a customer's story. For a nonprofit pitch, talk about the people you help. For self-promotion, highlight a time when you nailed it.

6. Check out other pitches for inspiration. Here's one that we worked on for Peter Singer's great book, The Life You Can Save. And here's a great article about elevator pitches, starring Dave Yewman and Andy Craig, the masters of the craft.

Fuentes de la Influencia


Influir consiste en conectar conductas vitales (esenciales para producir un cambio) con motivos intrínsecos y hacer coach en relación a los elementos específicos de cada conducta hacia una práctica deliberada.


Motivación
Habilidades
Personal
Hacer deseable lo indeseable
Sobrepasar los límites personales
Social
Promover la presión social
Encontrar fuerza en la cantidad
Estructural
Diseñar sistemas de reconocimiento y contabilidad
Cambiar entorno

Motivación Personal
Básicamente se trata de hacer satisfactoria la conducta esperada o indeseable la conducta que se busca evitar. ¨
Cómo: Crear nuevas experiencias reales o vicarias. Cualquier actividad puede enganchar si escomo un juego: tiene objetivos desafiantes, reglas claras y feedback frecuente. Cuando una persona alcanza sus estándares personales se siente validada y plena.
Clave:
ü  Ayudar a las personas a ver sus elecciones como pruebas morales o momentos de definición personal y mantener esta perspectiva a pesar de las distracciones y el estrés.
ü  Reemplazar el juicio con empatía y dictados con preguntas abiertas y no directivas.
ü  Ayudar a ver qué es lo más importante, qué cambios requiere su vida para vivir de acuerdo a sus valores
ü  Ayudar a que personas descubran por sí mismo que deben hacer y hacer los cambios necesarios
ü  De esta forma, todos se sienten parte de algo especial, de una tarea moral, porque se les permite escoger
ü  La posibilidad de decidir entrega el poder de un corazón comprometido

Habilidades Personales
Clave: Mantener atención lejos de gratificación inmediata y en el objetivo de mayor nivel.
Cómo:
ü  Práctica deliberada con completa atención en breves períodos.
ü  Retroalimentación inmediata en relación a estándares claros
ü  Reemplazar objetivo de largo plazo por objetivo de corto plazo
ü  Preparase para retrocesos (construir resiliencia)
o   Incrementar esfuerzo, persistencia
ü  Construir habilidades emocionales

Motivación Social
Qué: Asegurarse de que la gente se sienta felicitada, emocionalmente apoyada y animada por quienes la rodean cuando realiza una conducta y hacer que la gente se sienta temerosa o socialmente sancionada si realiza la conducta no deseada. La variable que más afecta la conducta de una persona es la presencia de otra persona.
Cómo: A través de líderes de opinión, normas compartidas, cultura de apoyo. Cuando una persona respetada realiza una conducta vital y tiene éxito, este solo hecho puede motivar a otras cambiar más que cualquier otra fuente de influencia. Apoyarse en “early adopters”, que son innovadores, pero cuentan con redes sociales y son respetados. Estos son los líderes de opinión. Hay que escucharlos y construir redes de confianza con ellos. Los líderes de opinión: saben del tema, son confiables y son generosos con su tiempo. Es clave la frecuencia en la interacción del líder de opinión y sus seguidores. El deseo de ser aceptado, respetado y mantener conexiones es el que empuja los corazones.

Habilidades Sociales

Qué: Existe un gran poder en el capital social. Para eso, se debe crear equipos, con integrantes co-responsables del producto total, establecer redes de relaciones que entreguen apoyo social.
Cómo: Convertir un “me” problema en un “we” problem.
Claves: Crear interdependencia, cooperación, colaboración. Promover la novedad, el riesgo, el feedback inmediato y la solidaridad grupal.

Motivación Estructural

Qué: diseñar sistemas de recompensas y exigir contabilidad. La recompensa es el tercer camino. Primero vienen la conexión con la satisfacción de intereses personales, segundo la conexión con el apoyo social y tercero las recompensas. Las recompensas no necesitan ser grandes. Necesitan ser simbólicas.
Cómo:
ü  Recompensar conductas, no resultados
ü  Recompensar conductas correctas y resultados correctos
ü  Dar a conocer cuál es el castigo por realizar una mala conducta (aclarar la amenaza)

Habilidad Estructural

Qué: cambiar el entorno: físico, procesos, procedimientos, diseño del trabajo, estructuras de reporte.

Qué hace un mensaje memorable


Un mensaje memorable es un mensaje que es comprendido, recordado y tiene un alto impacto, por lo que consigue cambiar las opiniones o conductas de la audiencia que lo recibe.

Un mensaje memorable cumple con 6 criterios:

  • Simple: Una frase tan profunda que una persona puede pasarse la vida intentando seguirla. Apunta a la esencia de lo que se quiere decir, a su núcleo central. Una analogía, una metáfora o un proverbio pueden ser una gran ayuda.
  •  

  • Inesperado: La frase debe sorprender. Debe gatillar interés y curiosidad. El mensaje debe ser inesperado para obtener atención de la audiencia. Debe quebrar un patrón. Puede ser útil, crear un misterio que cuya resolución se posterga, aunque se le entregan claves en secuencias. Esto despierta la curiosidad de la audiencia y, por lo tanto, a que le presten atención al mensaje.
 
  • Concreto: El mensaje debe expresarse en términos humanos, utilizando información sensorial, con imágenes concretas. El ideal es que el mensaje se convierta en una experiencia de la vida real de la audiencia.  La concreción moviliza y focaliza al cerebro. Esto ayuda a que la audiencia comprenda y recuerde el mensaje.

  • Creíble: Los tres grandes caminos para que un mensaje sea creíble son: entregar detalles vividos y utilizar estadísticas, contextualizándolas en términos humanos, a escala humana; y el uso de ejemplos tipo “si lo puedes hacer aquí, lo puedes hacer en cualquier parte”. Esto contribuye a que las audiencias crean en el mensaje.
 
  • Emocional: El mensaje debe hacer que las personas sientan algo: miedo, rabia, alegría, resentimiento, culpa. Existen tres grandes estrategias: la forma más básica de hacer que la gente se vincule con algo es establecer una asociación (analogía) entre algo que les importa y algo que aún no les importa. La segunda es apelar al interés personal o grupal, enfatizar el beneficio particular que la persona o el grupo obtendrá. En este caso, puede ser útil hacer que la persona se imagen haciendo algo relacionado con el contenido de mi mensaje. La tercera estrategia es apelar a la identidad de la persona, a los principios y valores que subyacen a sus decisiones. Esto contribuye a que la audiencia establezca una relación con el mensaje y que les importe.
 
  • Narrativo: Debemos contar historias que hacen que la gente actúe. Las historias entregan la posibilidad de simular (conocimiento indirecto sobre cómo actuar) e inspiración (la motivación para actuar). Las simulaciones nos ayuda a manejar las emociones, a resolver problemas y a desarrollar habilidades. La simulación mental no es tan buena como la experiencia de hacer algo, pero es lo que le sigue en impacto. Las historias entregan el contexto que se pierde en la prosa abstracta. Básicamente, existen tres tipos de historias que inspiran a las personas: Desafío (el elemento clave son los obstáculos que parecen amenazar al protagonista y apelan a nuestra perseverancia y coraje. Ej. David y Goliat), Conexión (el elemento clave es la ayuda a otros más necesitados o personas que se encuentran en una situación extrema y apelan a las relaciones entre las personas. Ej.: Romeo y Julieta) Creatividad (el elemento clave es alguien que hace un descubrimiento sorprendente, resuelve un puzzle intrincado o enfrenta un problema de una forma innovadora. Ej.: McGyver). Esto contribuye a que las personas sientan que pueden actuar.

6 sept 2012

Experta de Silicon Valley revela qué deben hacer las empresas para sobrevivir en las redes sociales



03/10/2011 
En una entrevista con iProfesional.com, Charlene Li, una de las 50 personas más influyentes del área, comparte sus recomendaciones para que las organizaciones puedan aprovechar espacios como Facebook y Twitter para hacer crecer en sus negocios y mejorar las relaciones con sus clientes y consumidores 
Por Cesar Dergarabedian
Fuente: http://tecnologia.iprofesional.com/notas/123397-Gua-prctica-para-que-las-empresas-sobrevivan-en-las-redes-sociales

“Los medios sociales son mucho más parecidos a tener un canal de presencia y comunicación, donde los empleados, clientes y socios pueden conectarse con la compañía, y entre ellos”, afirma en esta entrevista con iProfesional.com Charlene Li, una de las 50 personas más influyentes de Silicon Valley, California.

Antes de una próxima visita a la Argentina, esta especialista explicó cómo pueden las empresas aprovechar espacios como Facebook y Twitter para crecer en sus negocios y  mejorar las relaciones con sus clientes y consumidores.

Li fue elegida por la revista Fast Company como una de las mentes más creativas del planeta. Es autora de “Groundswell: Fenómenos sociales en los negocios – cómo vencer en un mundo transformado por las redes sociales”. Es considerada como uno de los referentes en el tema por medios y empresas como Fortune, BusinessWeek, Advertising Age, Strategy&Business, Amazon.com y CIO Insight. Su libro más reciente figura en la lista de best–seller de The New York Times, “Open Leadership”.

También es la fundadora del Altimer Group, una consultora que trabaja con empresas en el desarrollo y aplicación de estrategias digitales que complementen y fortalezcan los objetivos corporativos. Fue vicepresidente de Forrester Research y consultora del Monitor Group en Boston y Amsterdam. Se graduó con honores en Harvard University y tiene un MBA por la Harvard Business School.

Li fue la oradora del evento "Special Management Program - estrategias en redes sociales", organizado por HSM,  en el Hotel Hilton de Buenos Aires el 3 de octubre. 


-¿Qué le recomendaría a alguien que quiera trabajar con la administración de una comunidad en línea?

-Lo mejor que puede hacer es conseguir la experiencia directa de trabajo dentro de una comunidad. Comenzar por ser un participante activo, respondiendo a preguntas, prestando apoyo y dando la bienvenida a los nuevos miembros de la comunidad. Al demostrar que es un gran contribuyente, está construyendo su "curriculum vitae en línea".


-¿Cuáles empresas puede presentar como ejemplos de mejores prácticas en el uso de los “social media”?
Dell es un gran ejemplo, ya que empezaron con los fundamentos: simplemente escuchar y aprender de lo que están diciendo y haciendo en “social media”. Cuando empezaron hace seis años, por primera vez escucharon un largo tiempo antes de tomar cualquier acción. A continuación, comenzaron a responder a la gente en las entradas del blog corporativo. Así estaban dando apoyo a las personas que tenían problemas con sus computadoras Dell. Ellos construyeron confianza hasta el punto en que se sentían cómodos con su propio blog, sabían que podían responder a cualquier tipo de pregunta o situación que surgía en sus propios comentarios. A partir de ahí, se han ido extendiendo a otros canales y, no menos importante, la difusión de la capacidad de participar en los “social media” a través de la organización. Comenzaron con una sola persona en el año 2005 y ahora tienen 5.600 personas "certificadas" para usar los medios sociales en nombre de la empresa.

-¿Qué perfiles profesionales cree que van a ser más relevantes en los próximos años?

-Marketing y comunicaciones corporativas son las principales funciones de hoy con los “social media”. Pero sí creo que el análisis de datos y la inteligencia de negocios son cada vez más importantes, como también las herramientas para analizar la gran cantidad de datos sociales que se generan. Así, las personas con antecedentes de análisis, ya sea con datos de la transacción interna o externa, y de consumo de datos no estructurados, serán necesarios para “casarse” con los otros dos. Así, juntos pueden crear una visión más coherente de lo que los clientes están pensando y haciendo.


-¿Cuáles son  las principales dificultades que enfrentan los profesionales de los medios sociales en su trabajo diario?

-El más grande sigue siendo el foco. ¡Hay tanto que hacer y tan poco tiempo para hacerlo! Cada día hay nuevas herramientas, canales, lugares, las oportunidades de aprender y entender. Mi sugerencia: Centrarse en los medios sociales, los esfuerzos que va a generar serán la mayor contribución a los objetivos corporativos más importantes.


-¿Qué le diría a las empresas que todavía están "asustadas" ante el uso de los “social media” o que no piensan en ellos para sus comunicaciones estratégicas y los planes de marketing?

-Está bien optar por no participar en los “social media”, pero que sea una decisión basada en sopesar los pros y los contras, y no en el miedo. Como mínimo, al menos se debe escuchar y aprender de lo que se dice acerca de uno. A partir de ahí, uno puede decidir no participar porque hay otros canales. Pero, a menos que se tome el tiempo para tomar la decisión, es posible que haga caso omiso de una gran oportunidad o amenaza.


-¿Usted cree que los “social media” traerán la creación de nuevos roles? ¿Cuáles?

-El papel más importante será el de un gerente de relaciones comunitarias o de los clientes. Los “social media” crean nuevas oportunidades para el desarrollo de dos vías de diálogo y las relaciones. Éstas son probablemente las relaciones más importantes que tiene dentro de la empresa, y alguien tiene que ser responsable de garantizar la salud de esas relaciones. De lo contrario, uno entra como un "dueño de ‘social media’", una discusión que sólo da vueltas y vueltas dentro de la organización sin resolverse.


-¿Qué impacto tienen los “social media” en la sociedad?

-Ahora compartimos más como sociedad. Esto tiene efectos positivos sobre todo porque estamos más conectados. Pero también puede tener un impacto negativo, ya que puede conducir a una mentalidad de “multitud”, donde sólo se puede conectar y compartir con las personas que tienen los mismos intereses o modos de pensar.


-¿Todas las empresas deberían utilizar “social media”?

-Sí. No todas las empresas utilizan la televisión o anuncian en la prensa por lo que no todas las empresas deben utilizar los medios sociales para fines de marketing. Sin embargo, casi todas las empresas tienen un número de teléfono y dirección de correo electrónico, y probablemente también un sitio web. Los medios sociales son mucho más parecidos a tener un canal de presencia y comunicación, donde los empleados, clientes y socios pueden conectarse con la compañía, y entre ellos. A medida que pasa el tiempo, el hecho de no tener ninguna presencia en los medios sociales, o por lo menos el monitoreo de medios sociales, la hacen ver como una empresa atrasada. Además, uno enfrentará un tiempo mucho más difícil para reclutar a los jóvenes como fuerza de trabajo, ya que ellos no quieren trabajar con una compañía que no entiende cómo ellos prefieren comunicarse y trabajar.


-¿Cómo explica el rápido crecimiento y expansión de Facebook y Twitter?

-Ambos se benefician del "efecto red". La magia es que ambos hacen que sea muy visible la exploración de las relaciones dentro de estos servicios. Uno puede ver a los amigos de los amigos y agregarlos a su lista.


-¿Qué deben tener en cuenta las empresas antes de meterse en los “social media"?

-Lo más importante es entender lo que desea conseguir de ella. Pensar en los objetivos estratégicos principales que quiere lograr este año y el próximo  y pensar en cómo los medios sociales pueden ayudar a alcanzar esas metas.


-Usted considera a Twitter como una red social?

-Twitter es menos una red social y más una plataforma social. Hay tres componentes para ser una "red social": un perfil, las relaciones, y las actividades basadas en esas relaciones. El perfil del usuario en Twitter es mínimo, las relaciones son sólo de ida, y las actividades son mínimas. Pero eso no minimiza la importancia de Twitter, es una forma sencilla para que la gente publique y se suscriba a contenidos. Y su ligereza hace de Twitter tan poderoso e influyente.


¿Qué herramientas recomienda para los gestores de una comunidad en línea?

-Hay una nueva categoría de “social media”: los servicios de gestión, que incluyen una suite para escuchar, gestión de contenidos y herramientas de análisis integradas en un único panel. Van desde la simple gestión de múltiples cuentas de Twitter (Tweetdeck, CoTweet, Hootsuite) para la gestión de todas sus cuentas de medios de comunicación social de un único panel. Esta es un área nueva. Para averiguar lo que necesita, hay que ser muy claro sobre sus necesidades antes de empezar a hablar con los proveedores.

6 jul 2012

How IBM Builds Vibrant Social Communities


Jeff Schick (IBM), interviewed by David Kiron
June 13, 2012

WHEN COMPANIES USE THE TOOLS that they sell to the outside world, the common expression is that it “eats its own dog food.”
“I prefer the French version of the expression, ‘We drink our own champagne,’” says Jeff Schick, the vice president of social software for IBM, and the key player in bringing social networking both to the IBM global staff and to IBM’s corporate customers.
And why not? IBM’s products are more akin to a fine wine than to a canine commodity. “IBM itself deploys our technologies for our own business purpose,” says Schick. “We’re a user of Sametime, we’re a user of Lotus Notes, we’re a user of IBM Connections. We use all of our collaboration technology across the 430,000 employees and another 75,000 contractors that are inside of IBM at any given moment.”
Schick has been pivotal to IBM’s work in social technology for decades. He’s been a developer, he’s been in the field working with clients, he has run lines of business like enterprise content management, he’s the creator of IBM Connections, and now he’s in charge of the company’s entire collaboration space, including messaging, unified communication and office productivity technologies overall.
In a conversation with David Kiron, executive editor of Innovation Hubs at MIT Sloan Management Review, Schick, who tweets at @jeffschick, talks about how, as part of the big picture of creating collaboration capabilities, IBM thinks about what kinds of things companies can do to create go-to forums, the incentives that make people participate and the value — both financial and creative — that social tools bring to a workplace.
How important are collaboration tools within IBM?
I see IBM as a social business, because of the way we’ve broken down the barriers of reaching out to the people within the organization, but also how we’re leveraging these same tools externally facing, to interact with our partners and clients.
When I joined IBM 25 years ago, there weren’t any personal computers. My dad also worked at IBM, and I could log in with a big terminal into the mainframe and basically look up my dad’s name and find his phone number. But that was it for collaboration tools.
Almost a decade and a half ago, with a mandate from our senior executive team, we began pursuing this idea that we needed to get the right person with the right opportunity at the right time to yield the right result.
We operate in 170 countries around the planet, and as we staff development teams that will build a product and locate it in different countries around the world, we need to bring the right folks to bear. We need to bring the right skills and the right intellectual property together to support how we work with our clients.
How did that get started?
So about fifteen years ago we built our first Web-based employee profile that, for the most part, merged all of our basic business card-type data with all of the skills- and experience-based information. Over time, that manifested itself as something that feels very close to a complete view of the employee, because it has expanded beyond their basic information and skills and certifications and projects that they worked on to include what they’re micro-blogging about, what they’re sharing on their wall, the communities that they participate in and the colleagues that they’re connected with.
This opportunity to really leverage our most important asset in IBM, and that’s its people, is critical to our business. We could not do what we do today if we didn’t have these sorts of capabilities to share and connect our people.
Right inside IBM, we have almost 70,000 communities that represent every science that we do, every industry that we serve, every product that we build, every standard that we observe. Some are made up of a narrow access-controlled list of people, maybe focused on an acquisition, and some are communities with tens of thousands or even a hundred thousand people, sharing information about a particular focus area.
Even with this long history of social business activity, have you witnessed a step change in the last few years in terms of the things that you can do?
Yes. I mean, I think about this all the time, both internally at IBM for how we operate, and in terms of the products we create for our customers, like IBM Connections.
Can you quickly describe what IBM Connections is?
Connections is an integrated social software platform for business, with profiles, blogs, Wikis, discussion forums, communities, ideation, rich media, micro-blogging, a wall-type feature. It’s positioned so that it’s meant for the enterprise. You leverage it in your intranet or your extranet or Internet, so it can run in your intranet or on your dot.com or dot.org or dot.edu or whatnot.
IBM’s VP of Social Software Jeff Schick unveils new social analytics platform, IBM Connections, at Business Gets Social, IBM’s premiere social business event.
Image courtesy of IBM.
The big picture is to create collaboration capabilities. For instance, e-mail is not the best way to collaboratively edit a document. Perhaps a Wiki or an online cloud docs-type capability is. The best way to get your question answered may not be to send that off to a narrow-cast distribution list; it may be to pose that question into a discussion forum on a community focused on that topic. We’ve almost singlehandedly eradicated the IBM e-mail newsletter by having our visionaries and communicators, business owners, communicate through blogs. We have almost 40,000 active bloggers inside of IBM, sharing all manner of information.
That’s a change in mindset along with an expansion of technology.
You’re absolutely right. It’s not all about the technology. I think culture plays a huge dimension in how successful organizations are in transforming themselves into a social business. This stuff is so easy to use that it’s not about what button to click to post a blog, but how do you create a vibrant community? How do you create a community that’s the place to go, where you have community ownership, executive sponsorship, visionaries, communicators, all of the right content that people are looking for and a healthy set of readers and lurkers that are genuinely benefiting from that.
Do you have any specific examples that illustrate how IBM builds communities to get the right information to the right people at the right time for the right task?
Sure. To single out a specific area, we have over 80,000 consultants in IBM, as Global Consulting Services. That consulting organization thrives on having specific domain experts that they can bring to bear on business problems that our clients have.
We have a community that we call their Practitioner Portal. Its goal is to stop reinventing the wheel when we build deliverables. If we’ve built a proposal or a body of work for one airline in North America and we have a similar proposal in Asia Pacific, is there intellectual property or knowledge that we can leverage there, in order to build a better solution or deliver it in a more timely basis? They use that portal to leverage content more quickly, to locate relevant people faster, to discover people that they don’t know that can help them on the project and to grow their own capabilities by leveraging the tacit knowledge and wealth of information that’s out there.
When we look at the productivity savings, it’s tremendous and we’ve been able to quantify that into real cost savings at IBM.
Okay. And that’s just among IBM’s consulting community.
That’s right. Here’s another example. We use developerWorks as a large community on IBM.com, and in fact, it’s a community that has over a million people from both inside and outside the company participating. That community has sub-communities on all manner of topics, such as people focused on doing development using various IBM technologies.
When we built developerWorks a decade ago, it really was a place where people would go to download a manual or some sort of how-to guide or some frequently asked question. It was a place where you could find published content. But with the advent of social capability, it’s become a place for people to generate content and share it very easily. So we’re connecting IBM’ers with clients, client to client, client to partner, in ways that are very satisfying to the people participating. And that tacit knowledge that they’re sharing then becomes the tacit knowledge or domain knowledge of developerWorks overall, searchable and discoverable.
As a result, we’ve moved from a company that was very heavily leveraging phone support to leveraging communities with discussion forums, with people manning that and participating in the discussion. Again, overall cost savings for IBM is significant.
And how do you calculate that?
Just based upon what it took to pick up the phone and answer the call and resolve any questions that people had, versus moving our support people to discussion forums and creating answers that are searchable and discoverable. Now people aren’t picking up the phone or even posting a question in a discussion forum; they’re able to just find the answer.
How do you get people to participate? You said earlier that one of the big issues is how you create a community that’s not a dud — something vibrant, with content people look for and with a healthy set of readers and lurkers. Does IBM provide incentives to participate? Are people motivated simply by the value of authorship?
I think that across IBM, we’ve created a culture of sharing. So while the example I used was consultants, the same is true within the sales organization, the development and engineering teams, the marketing teams.
I think what ends up happening is that someone who is a reader or a lurker, one day they’re downloading a piece of content, and the next day they’re saying, “this helped me,” and the day after that they’re saying, “I modified it and I uploaded it here, and here’s the improvements that I made or here are the subtle changes I’ve made.”
But we’re being proscriptive as well. We have people that are missioned and goaled on this, based on their personal business commitments. So the end objective is a prize or money.
We’re also using other interesting incentives, like gamification. We have a language translation service inside of IBM where literally I could take a document, a highly technical document, and submit it, and through machine language translation, augmented by crowd-sourcing in terms of bettering the dictionary and improving the translation, I can almost with complete reliability convert a document into almost every language that we do business in. That was developed by people inside of IBM who helped build the dictionary in the machine language technology, and those folks, for those efforts, are ascribed points, and the top folks in the leader board are awarded funds which they can in turn donate to their favorite charities.
So, we’re not only making this part of people’s jobs, but for those people that have some time and want to help, and where it’s not conflicting with their day-to-day responsibilities, we’ve thought of new ways to incent them to participate and better what we do.
Can you talk about what kind of burdens come in a sharing culture? Once people become recognized as stars and very knowledgeable about one thing or another, are they always in demand?
I do think that the lens on those people can be really highlighted. You’re right: the guy who used to be, say, the local expert on a technology in Europe, who worked in Germany and only had e-mail in the world of collaboration, now that he can start to describe best practices, things that he’s thinking about, and he’s opened up the aperture of people that know him, think of him and turn to him. Does that create some greater burden or pressure in terms of helping folks? I think it does.
But with that said, I think we are in recognition of that, and we are starting to think about what should be an expert’s role in terms of the role they play more broadly in IBM versus their specific country-based focus. The creation of these new pressure points allows us to rethink our organization and what people do. The idea that people are after you all day and you’re having a hard time doing your day job, that seems like not a sustainable position. That’s something we have to make adjustments to.
That makes me wonder if you see any change in the role of the human resource function within the organization — either at IBM or in other firms as they adopt IBM’s social business tools.
I do. As I travel around the planet, the role of human resources and what you can ask an employee to do or not do is subtly different. For instance, I spent time recently in Germany, and more than a healthy amount of discussion with clients was about, “Gee, there’s a workmen’s council in your organization, made up of different workers from different areas of the company. And as you make policy on employees and what they can do or cannot do, or tools that they can use and cannot use, the workmen’s council plays an instrumental role in whether or not they’ll permit that.” A group like that works hand in hand with human resources on changes that would take place in the organization.
An example is that we’re rolling out social software at Bosch in Germany; and working with HR and workmen’s council. So we ask, what should be our policy in asking an employee to fill out their profile? Can the company mandate it? Or is that not permissible? Have you established a set of business conduct guidelines that talk about the ethical aspects of being an employee, the way you need to behave, the way you would conduct yourself in terms of business, including blogging and responding to questions in Facebook?
So human resources does take an active role in describing and creating policy around leveraging social, both inside an organization as well as outside the organization. And this has become such a popular discussion with us that we actually publish our Social Computing Guidelines right on IBM.com, so people can understand the policy that we hold our employees accountable to.
Can you describe the Blue IQ team and what they do, and IBM’s social business center of excellence and what it tries to do?
Like we talked about before, it’s important to any organization that aspires to be a social business that it thinks about adoption. How do I promote these technologies inside of the organization? There’s always a set of people that will like these sorts of technologies, who maybe are already leveraging social things in their personal life. But how do you take a part of an organization and really get them to use these technologies to better connect people with people and people with information?
We created an ambassador program inside of IBM that we call the Blue IQ team. It’s an idea to have knowledgeable, skilled, passionate people play the role in transforming the part of the organization they work in by leveraging social. So, for instance, we have several people that work in our microelectronics division. Their day-to-day responsibilities are focused on semiconductor manufacturing. But they’re also using micro-blogging to let their colleagues in the semiconductor manufacturing leadership team know that, say, in the 300-millimeter fab facility, they had a 96% yield on the substrate for the weekend process. They’re reporting on the chip fabrication process that occurred when they were on site and their colleagues weren’t. And that’s also the way that these sorts of events and notifications are getting to the leadership team.
How did the leadership team find these things out before? Maybe they got a phone call, maybe they got an e-mail, maybe they had an operations meeting. Now, they can get this through the notification service of their social software.
And the center of excellence?
The center of excellence is another instrumental structural configure inside of IBM. It’s not dissimilar from what many other companies have that we’ve worked with, like TD Bank. It’s really a steering organization. The center of excellence is a set of thought leaders who think about the areas of social business within the organization, and handle any of the challenges, issues, obstacles that present themselves.
So our social business executive steering committee will ask, what should be our privacy policy, in terms of content sharing and employee disclosure? What should be our privacy policy? What should be our policy for permitting employees to leverage Twitter? What should be our policy for allowing employees to create their own communities? What kind of social media monitoring should we be doing to do sentiment analysis of what’s being said on the Internet related to, say, a specific product launch?
Given that that’s a new initiative on the part of IBM, the center of excellence brings best practices to bear in that area.
I was struck by your comment that you have an executive steering committee on social business?
Yeah, absolutely.
Who is on that committee?
The vast majority are executive-level, but it’s a wide spectrum of folks that represent legal, compliance, HR, sales, marketing, product creation folks and represent a snapshot of the people that would be affected by these decisions.
So it’s primarily a policymaking group—
Call it a governing board. It’s policy, it’s decision, it’s strategy. It’s what IBM should be doing, and how should we be doing it. It’s getting that whole thing plumbed.
(Reprint #:54101)

Caterpillar Brings Social Media to Blue-Collar Business

By John Sandman | U.S.News & World Report LP – Tue, Jun 5, 2012


When you hear the word caterpillar, what comes to mind? Bugs eating the plants in your garden? Mud-caked yellow vehicles carrying millions of cubic tons of dirt to the ends of the earth? How aboutsocial media?
In an industry not known for cutting edge connectivity, Caterpillar, a conservative firm with blue-collar roots stemming from its Peoria, Illinois headquarters, was recognized by U.S. News as one of America's Most Connected Companies, not only because it incorporates social media as an extension of its marketing strategy, but because it has begun to use it to include customer preferences in the design of its trucks.
"Caterpillar considers social media to be a public demonstration of its customer-business relationship," says Casey Murphy, Caterpillar's social media strategist. "We recognize that the interaction and support Caterpillar and the Cat dealers provide to our customers is a premium experience."
For example, Caterpillar's CT 660, a multi-purpose truck body that can be customized as a cement mixer, refuse hauler, dump truck, or in other configurations, was introduced last summer in a concerted marketing campaign that used social media. Before that, while the truck was in the design stage, the company launched a website, the Online Customer Research Panel, that asked potential buyers to weigh in on features they wanted to see and discuss topics related to their business that would be relevant to the truck.
On the social media front, the firm's challenge is to communicate with a wide variety of users and customers. That's because Caterpillar's product diversity ranges from the iconic yellow earth movers to landscaping to mining equipment to retail--the company even has an apparel line designed for its vehicle's operators. "This is not a one-size-fits-all social media model that works for all our industries," Murphy says. "Some of our industries have a specific group of customers and applications, while others cross many industries and applications. We try to define our opportunities for engagement and build around that. Some will want thought leadership and application expertise, others a general awareness and a place to show they're a fan."
Throw in a global presence, and the Cat social media initiative covers a lot of ground, spanning business lines and time zones.
At an Arlington, Virginia-based Manufacturers Alliance for Productivity and Innovation Webinar last April, Kevin Espinosa, the firm's social media marketing manager, described an integration issue where Facebook was being used by customers in addition to traditional communication channels like email and phone contact. Orders that come in through Facebook often have to be filled using phone and e-mail communication.
"We had a potential customer in Poland who wanted to rent 49 dump trucks," he says. "They didn't contact a dealer. They posted it on Facebook. Our social media program manager worked this on the phone to close the deal." In addition to sales queries, he adds, "We're also getting questions about specifications and parts inquiries on social media."
Espinosa also found that a single Facebook page for the entire company does not work when customers are as diverse as Caterpillar's. "The mining companies aren't interested in talking about electricity. You have to get into a segment-specific strategy. We had to make sure that when we're talking about mining on Facebook, we should be talking to the mining community and have a page that supports that. If we want to reach landscapers, we should reach them on their own Caterpillar-branded Facebook page. We're working with our product groups to make sure our marketing plan is integrated with the social media like it would with print."
Eventually, Caterpillar's plan is to have a social media expert embedded within each product group. "If we're trying to market globally from a central point of view in Peoria, Illinois, it won't be successful," Espinosa said.
Social media must be synchronized with other marketing channels, he says. "You want to integrate it with other efforts. Make sure there's a long-term plan around each product group. We need to know the region and the language they communicate in," he says.
The firm's social-media communications including Facebook and Twitter posts will eventually be syndicated to all dealers. "They can accept those posts or not, or modify them to their liking. We syndicate our content now through the website. We're going to do the same thing through social media," he says.

3 jul 2012

Excellence in Public Relations and Communication Management

Executive summary/Initial Data Report, September 1991

Introduction


In 1985 the IABC Research Foundation awarded a grant to a six-member research team headed by James E. Grunig, Ph.D., of the University of Maryland. The team began the project with an extensive literature review of theories from public relations, management, sociology, psychology, marketing, communication, anthropology, philosophy and feminist studies.

The theories were the foundation of anew theory of the characteristics that public relations departments must have to make organizations more effective and to explain how and why communication makes organizations more effective.

The theory of excellence describes 14 characteristics of excellent communication departments and three effects of their communication, programs. Details are included in a book summarizing the literature review and conceptualization of a theory of excellence in public relations and its relationship to organizational effectiveness. "Excellence in Public Relations and Communication Management-Volume I," was published by Lawrence Erlbaum Associates, Publishers, in 1992. The theory was tested using a questionnaire designed to measure the characteristics of excellent public relations, administered in a survey of more than 200 organizations (corporations, government agencies, non profit organizations and associations) in Canada, the United Kingdom and the United States. In each organization, one or more heads of communication units, the CEO or someone close to the CEO, and an average of .15 employees completed the questionnaires.


Initial Results

Preliminary results from the first questionnaires returned were announced at IABC's international conferences in 1990 and 1991. For the Data Report, the research team analyzed data from 225 organizations from which complete or partial data have been gathered (204 heads of public relations units and 3,249 employees). Data expected 30-40 more organizations should not substantially change these results. 


The initial analyses were conducted to determine the extent to which CEOs value the communication function in their organizations and to estimate the return on investment that CEOs attribute to communication activities. The analyses also confirmed the basic characteristics of excellent communication departments and determined the extent to which organizations must be excellent before their public relations units can be excellent.




Communication's Value


The initial results confirm the theory of excellence and effectiveness developed by the research team. Results show that: 

  • CEOs, in general, value public relations highly. On the average, CEOs estimate that public relations brings a 184 percent return on investment.
  • Heads of public relations units estimate an almost identical return of 188 percent.
  • CEOs also estimate that public relations is one-and-one-half times as valuable as the average department in an organization.
  • Heads of public relations units estimate that public relations contributes about twice the value of other departments.
  • At the same time, heads of communication units underestimate the rate of return and the value that CEOs attribute to public relations. That is, they underestimate the extent to which CEOs value the contribution of communication to organizational effectiveness.



Excellent Communication



The results also show that:

  • CEOs who believe that public relations has the greatest value also believe that it should be practiced essentially as spelled out by the research team's theory of excellence.
  • CEOs believe that public relations departments should be character ized by participation in strategic management, symmetrical communication, combined judiciously with two-way asymmetrical communication, and leadership by communication managers rather than technicians.
  • The CEO also seems to have a critical role in fostering excellence in communication. The CEO, part of the "dominant coalition" of power ful senior managers, understands and supports the public relations function, providing a critical condition for excellence in public relations.
  • CEOs in organizations with excellent communication units say communication with external groups is important for the organization, and they devote a large proportion of their time to external communication.




Excellent Versus Average Communication

Heads of excellent public relations departments also report that their units  practice public relations according to these same principles of excellence. However, excellent public relations departments often seem to be found in  organizations whose CEOs do not value public relations. In addition, CEOs who value excellent communication often do not have excellent departments in the organizations they head — in large part because of a shortage of knowledgeable, strategic public relations managers and an oversupply of public relations technicians.


Many CEOs who value public relations seem to be preoccupied with media relations to a greater extent than the senior practitioners in excellent communication units. Many also seem to think that their senior communication manager should be a "communication liaison" — a senior communication counselor — rather than a high-level manager. They do not seem to believe these liaisons should be involved in strategic decisions of the organizations. Heads of excellent public relations units, however, report that they fill even this less powerful managerial role less than CEOs want them to.


The report describes the average public relations department and suggests that most departments do not have the potential for excellence. For example, average departments:

  • Have more knowledge of the press agentry and public information models of public relations than of more sophisticated two-way models
  • Have extensive knowledge of technical communication functions and of routine management functions such as managing people, developing budgets, and setting goals.
  • Have little knowledge of strategic management functions such as evaluation research, environmental scanning and segmenting publics. 



Organizational Culture 


The results of these first analyses confirm that excellent organizations:

  • Have participative cultures, organic structures, symmetrical systems of internal communication and high job satisfaction among their employees.
  • Take steps to foster the careers of their female employees — making maximum use of all human resources.
  • Include the senior public relations executive in the dominant coalition and value public relations highly.
  • The report also presents evidence that the presence of activist groups in the environment encourages organizations to develop excellent communication departments.



These conditions in and around organizations create a nurturing environment for excellent public relations, although the results suggest that they do not ensure excellence. In excellent organizations, the senior public relations executive is part of the dominant coalition and the CEO and other members of the dominant coalition value public relations highly.


This power-control theory seems to explain why some public relations units are excellent and why the CEO's demand for excellence in communication in some organizations is matched with the presence of an excellent public relations department. The results also suggest that communication managers with the most power have that power because they have knowledge of strategic, symmetrical and managerial public relations.





Excellence Index

The final section of the "Initial Data Report" combines the characteristics  of excellent public relations and excellent organizations into an excellence scale that can be used to measure the excellence of the public relations unit in organizations. In the next phase, the research team will conduct qualitative interviews with people in the organizations scoring highest on the index of excellence. It also will look more in depth at how excellent and less-excellent public relations department conduct communication programs for their three most important publics. The team will:

  • examine how organizations deal with activists;
  • compare the extent to which excellent public relations departments are separate from marketing;
  • look at the effect of integrated vs. multiple departments on excellence.
  • analyze data on the strategies organizations use to deal with activist groups;
  • analyze the ways in which excellent public relations departments treat female employees and the effects that women have on excellence in communication.


Coming Next


The research team already has the data already to complete these analyses. Its in-depth interviews of people in excellent departments should help to explain more thoroughly the conditions that made excellence possible. The interviews may also provide the research team with evidence that excellent public relations makes organizations more effective.


This report shows that CEOs believe that public relations produces nearly twice its costs in returns or reduced costs for the organization. In the last stage of the research, the research team also will attempt to place a dollar
value on this contribution.

These additional analyses will be compiled into two books, one a technical and one a "popular" treatment of final research results.