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Social Media Governance Document
Purpose

Use this template to create a social media governance document to help you govern the
“COMPANY XYZ” social media marketing program.


At the highest level, this document is intended to address the following:


      1. Governance Goals
      2. Governance Structure
      3. Governance Process
      4. Social Media Roles & Responsibilities
      5. Implementation Timeline
      6. Social Media Training
      7. Social Media Funding Model
      8. Social Media Program Metrics
      9. Continuous Improvement


Scope

This document is limited to “COMPANY XYZ’s” social media properties, and does not
include information pertaining to the corporate website, intranets, extranets, portals, micro-
sites, landing pages, and/or “Company XYZ” subsites.
This document describes “COMPANY XYZ’s” Social Media Governance Framework (the
Framework). The Framework is to be used by all “COMPANY XYZ” employees & contractors
to introduce consistency in the way “COMPANY XYZ” social media properties are created,
managed, and maintained. Senior Management and the Governance Committee have
endorsed development and implementation of the Social Media Governance Framework.


This document is subject to modifications and amendments from time to time as required.
Please be sure to check back frequently for updates.


Background & Architecture

This section is not required but it will provide the reader with a better understanding of
why this document exists.


A good example of background information can be found below:


      “COMPANY XYZ’s” social media properties are now mainstream channels through
       which information is being communicated. Therefore, social media marketing efforts
       should project a unified, positive image of “COMPANY XYZ” locally, nationally and
       globally in order to better support our customers/clients.


      On “Enter Date Here” we undertook an internal audit of “COMPANY XYZ’s” social
       media marketing efforts to gain a comprehensive understanding of our current
       infrastructure and quality of communications.


      The Review revealed that “COMPANY XYZ’s” corporate social media program is
       inconsistent and fragmented.


      In response to the findings of this review, the fragmented social media channels
       were re-branded aligned and social listening software was purchased.
   This Social Media Governance Document will assist “COMPANY XYZ” employees and
       contractors to focus on delivering effective communications that are aligned to the
       needs of our clients/customers and will lay the path for clear ownership and
       responsibility over social media marketing activities.


1. Governance Goals
The main goals of this governance document include:


       1. Facilitating communication & collaboration across the organization
       2. Creating a better managed and maintained social media marketing program
       3. Decreasing the amount of time it takes to train new employees
       4. Building a more “Customer Centric” social media program
       5. Increasing the speed at which decisions can be made
       6. Controlling the quantity & quality of content for the social media program


2. Governance Structure
The governance structure is depicted in the diagram below:


                                               Corporate Governance
                                                    Committee


                      Social Media
                  Governance Committee


        Expert Groups             E-Governance Sub
                                     Committee


The Governance Structure identifies the roles and responsibilities of individuals and groups
that participate in the day to day and strategic decision making required for the
development, management and administration of “COMPANY XYZ’s” social media
governance.
3. Governance Process
Any employee wishing to make representation on the Social Media Governance Committee
is required to provide the following to the Social Media Governance Committee Chair:


        Their name, address and telephone number;
        Details of why they wish to become a member of the committee; and
        Whether they are speaking on their own behalf or also representing the views of
         others.


If you need to locate a Social Media Governance Committee member, use “COMPANY
XYZ’s” intranet portal and search for “Social Media Governance Committee Members.”


Compliance with the Social Media Governance Documents will be checked on an on-going
basis.


The penalty for not complying with this document depends on the severity of the
infraction and will be judged on a case-by-case basis by the Social Media Governance
Committee.

Responsibilities of e-Governance Sub-Committee:

        Provide policy directions for the Framework (current and future) through
         collaboration with representatives, for example the Social Media Governance
         Committee and Expert Groups (when required).
        Provide clarity and assistance to “COMPANY XYZ” departments on the policies and
         standards in the form of tools and implementation guides.


Responsibilities of Expert Group:

Contribute to and assist in the development of best practice standards as required.
Responsibilities of Social Media Governance Committee:

      Administration of the Framework policies and standards.
      Communication, marketing, awareness raising and promotion of the Social media
       Governance Framework.
      Manage and maintain relevant policies.
      The Social Media Governance Committee will meet Monthly to discuss revisions to
       policies, change requests, and to update the Social Media Governance Document
       when necessary.


Responsibilities of Corporate Governance Committee:

      Provide strategic direction setting for all strategic matters concerning the
       development of the Social Media Governance Framework.
      Approval authority for policies where there is significant policy impact to the
       organization as a whole.
      The Corporate Governance Committee will continue to meet Quarterly.


4. Roles & Responsibilities

Governance Committee Chair

Insert Name Here


Responsibilities Include: Guide the committee in accomplishing its objectives, keep the
committee focused, ensure new members are well oriented, develop meeting agendas,
assign tasks as required, work with executive sponsor to ensure objectives are met, develop
final reports, proposal, create supporting documentation, etc.


Term: Appointed, 1 year renewable.
Governance Committee Members

Membership composition of the Social Media Governance Committee shall consist of a
minimum of four members, including the Chair of the Corporate Governance Committee.


Current Members of the Social media Governance Committee are:


         Insert Name Here
         Insert Name Here
         Insert Name Here
         Insert Name Here


Responsibilities Include: Develop, review and monitor the Social Media Governance
Document, benchmark best practices with regard to social media governance, retain
outside experts and specialists to advise the Social Media Governance Committee, respond
to any matter that may be referred to the Social Media Governance Committee Chair,
review the Social Media Governance Committee's annual agenda of activities, etc.


Term: Appointed, 1 year renewable



Chief Marketing Officer (or VP Marketing, VP Sales & Marketing)

Insert Name Here


Responsibilities Include: Align marketing objectives and programs to enterprise objectives
and strategies, define metrics based on overall business objectives, maximize the mix of in
house versus agency services, establish strategic service provider partnerships, optimize
and design marketing processes, optimize costs of services through a mix of internal and
external resources, etc.
Executive Sponsor (Director of Marketing)

Insert Name Here


Responsibilities Include: Advocate & champion the social media program internally &
externally, obtain budgets, accept responsibility for the social media program, support the
program, lead generation, deepen product awareness, generate brand awareness, etc. For
additional responsibilities & requirements, check out Demand Metric’s Director of
Marketing Job Description.



Social Media Marketing Manager

Insert Name Here


Responsibilities Include: Oversee social media project, set goals, objectives, and targets,
monitor traffic, report to key stakeholders, manage integration, strategy, etc. For additional
responsibilities & requirements, check out Demand Metric’s Social Media Manager Job
Description.



Social Media Specialist

Insert Name Here


Responsibilities Include: managing content, overseeing and managing the content
publishing model, establish relationships with the online community, identify key
influencers, educate & train employees and contractors, etc. For additional responsibilities
& requirements, check out Demand Metric’s Social Media Specialist Job Description.


Note: Your content publishing model might be different depending on your social media
marketing goals. In this example, the content publishing model is broken down into the
following 3 categories:
   Internal Content: Content created from within your company. Examples include:
           Whitepapers, Video, Data Sheets, Case Studies, Webinars, etc.
          External Content: Content that has been self-published on your social media
           properties by customers, prospects, competitors, partners, etc. Examples include:
           Analyst Reports, Facebook “Likes”, Blog Comments, Twitter “Re-Tweets”, etc.
          Sponsored Content: Sponsors publish on your social media properties. Examples
           include: 3rd Party Blog Posts, 3rd Party Presentations, 3rd Party How-To Guides,
           etc.



Social Media Administrator

Insert Name Here


Responsibilities Include: Review & publish content (when necessary). The Webmaster can
assume this role. This person is ultimately responsible for maintaining and updating
content across social media properties.



Graphic Designer

Insert Name Here


Responsibilities Include: Design look and feel of social media properties, work with HTML
templates and style sheets, outline page design, document and implement SEO procedures,
etc.
Departmental Liaisons

Sales: Insert Name Here
Responsibilities Include: Owner of marketing generated leads, manages middle of sales
funnel, etc.


Customer Service: Insert Name Here
Responsibilities Include: Increase customer engagement on LinkedIn, forums, message
boards, Twitter, Facebook, etc.


Product: Insert Name Here
Responsibilities Include: Product feedback, product reviews, etc.


Human Resources: Insert Name Here
Responsibilities Include: Helping to build policies that protect employees, contractors and
“COMPANY XYZ”.


IT: Insert Name Here
Responsibilities Include: Support & maintenance, organizing & mining data, etc.


Legal: Insert Name Here
Responsibilities Include: Heading a pro-active approach to warding off potential legal
problems before it’s too late.



5. Timeline

“COMPANY XYZ’s” corporate social media program will be developed and maintained in a
2 part approach. Some functionality will be phased in and other recurring activities will be
happening in unison.
   New Roles: Phased in as needed
         Launch: On-Going
         Maintenance: Weekly
         Publication: On-Going
         Integration: Complete



6. Social Media Training

Consult Demand Metric’s Social Media Policies and Guidelines Template.


7. Social Media Funding Model

Funding for “COMPANY XYZ” corporate social media program will continue to be the
responsibility of “Enter Current Owner Here.”


If the situation arises whereby “COMPANY XYZ’s” corporate social media program requires
additional funding for development or redesign, “Enter Current Owner Here” will be
required to ensure the request for funds complies with this governance document.


This will require signoff from the Governance Committee that the proposed social media
program reflects the business priorities of “COMPANY XYZ” and that sufficient funding will
be made available to maintain the social media properties throughout their lifecycle.


8. Social Media Metrics

Measurement should be a key component of your social media program. Demand Metric’s
Social Media Metrics Dashboard can be used to define, track, and report on your key social
media program metrics and key performance indicators. All the metrics can be easily
customized to suit your organization's needs. Some examples include: Social Network
Reach, New Facebook Fans, New Twitter Followers, etc.
9. Continuous Improvement

In addition to the KPIs outlined in your social media program metrics dashboard, the
following best practices for continuous improvement on your social media should be
followed and administered accordingly:


Evaluate End User Value
Does each part of your social media program provide value to the end user?


Conduct Testing & Obtain Feedback
Survey customers & users to obtain feedback


Perform Content Maintenance
Is older content still relevant?


Proofreading
Copyediting


Testing
A/B testing on pages where applicable

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Social Media Governance Document

  • 1. Social Media Governance Document Purpose Use this template to create a social media governance document to help you govern the “COMPANY XYZ” social media marketing program. At the highest level, this document is intended to address the following: 1. Governance Goals 2. Governance Structure 3. Governance Process 4. Social Media Roles & Responsibilities 5. Implementation Timeline 6. Social Media Training 7. Social Media Funding Model 8. Social Media Program Metrics 9. Continuous Improvement Scope This document is limited to “COMPANY XYZ’s” social media properties, and does not include information pertaining to the corporate website, intranets, extranets, portals, micro- sites, landing pages, and/or “Company XYZ” subsites.
  • 2. This document describes “COMPANY XYZ’s” Social Media Governance Framework (the Framework). The Framework is to be used by all “COMPANY XYZ” employees & contractors to introduce consistency in the way “COMPANY XYZ” social media properties are created, managed, and maintained. Senior Management and the Governance Committee have endorsed development and implementation of the Social Media Governance Framework. This document is subject to modifications and amendments from time to time as required. Please be sure to check back frequently for updates. Background & Architecture This section is not required but it will provide the reader with a better understanding of why this document exists. A good example of background information can be found below:  “COMPANY XYZ’s” social media properties are now mainstream channels through which information is being communicated. Therefore, social media marketing efforts should project a unified, positive image of “COMPANY XYZ” locally, nationally and globally in order to better support our customers/clients.  On “Enter Date Here” we undertook an internal audit of “COMPANY XYZ’s” social media marketing efforts to gain a comprehensive understanding of our current infrastructure and quality of communications.  The Review revealed that “COMPANY XYZ’s” corporate social media program is inconsistent and fragmented.  In response to the findings of this review, the fragmented social media channels were re-branded aligned and social listening software was purchased.
  • 3. This Social Media Governance Document will assist “COMPANY XYZ” employees and contractors to focus on delivering effective communications that are aligned to the needs of our clients/customers and will lay the path for clear ownership and responsibility over social media marketing activities. 1. Governance Goals The main goals of this governance document include: 1. Facilitating communication & collaboration across the organization 2. Creating a better managed and maintained social media marketing program 3. Decreasing the amount of time it takes to train new employees 4. Building a more “Customer Centric” social media program 5. Increasing the speed at which decisions can be made 6. Controlling the quantity & quality of content for the social media program 2. Governance Structure The governance structure is depicted in the diagram below: Corporate Governance Committee Social Media Governance Committee Expert Groups E-Governance Sub Committee The Governance Structure identifies the roles and responsibilities of individuals and groups that participate in the day to day and strategic decision making required for the development, management and administration of “COMPANY XYZ’s” social media governance.
  • 4. 3. Governance Process Any employee wishing to make representation on the Social Media Governance Committee is required to provide the following to the Social Media Governance Committee Chair:  Their name, address and telephone number;  Details of why they wish to become a member of the committee; and  Whether they are speaking on their own behalf or also representing the views of others. If you need to locate a Social Media Governance Committee member, use “COMPANY XYZ’s” intranet portal and search for “Social Media Governance Committee Members.” Compliance with the Social Media Governance Documents will be checked on an on-going basis. The penalty for not complying with this document depends on the severity of the infraction and will be judged on a case-by-case basis by the Social Media Governance Committee. Responsibilities of e-Governance Sub-Committee:  Provide policy directions for the Framework (current and future) through collaboration with representatives, for example the Social Media Governance Committee and Expert Groups (when required).  Provide clarity and assistance to “COMPANY XYZ” departments on the policies and standards in the form of tools and implementation guides. Responsibilities of Expert Group: Contribute to and assist in the development of best practice standards as required.
  • 5. Responsibilities of Social Media Governance Committee:  Administration of the Framework policies and standards.  Communication, marketing, awareness raising and promotion of the Social media Governance Framework.  Manage and maintain relevant policies.  The Social Media Governance Committee will meet Monthly to discuss revisions to policies, change requests, and to update the Social Media Governance Document when necessary. Responsibilities of Corporate Governance Committee:  Provide strategic direction setting for all strategic matters concerning the development of the Social Media Governance Framework.  Approval authority for policies where there is significant policy impact to the organization as a whole.  The Corporate Governance Committee will continue to meet Quarterly. 4. Roles & Responsibilities Governance Committee Chair Insert Name Here Responsibilities Include: Guide the committee in accomplishing its objectives, keep the committee focused, ensure new members are well oriented, develop meeting agendas, assign tasks as required, work with executive sponsor to ensure objectives are met, develop final reports, proposal, create supporting documentation, etc. Term: Appointed, 1 year renewable.
  • 6. Governance Committee Members Membership composition of the Social Media Governance Committee shall consist of a minimum of four members, including the Chair of the Corporate Governance Committee. Current Members of the Social media Governance Committee are:  Insert Name Here  Insert Name Here  Insert Name Here  Insert Name Here Responsibilities Include: Develop, review and monitor the Social Media Governance Document, benchmark best practices with regard to social media governance, retain outside experts and specialists to advise the Social Media Governance Committee, respond to any matter that may be referred to the Social Media Governance Committee Chair, review the Social Media Governance Committee's annual agenda of activities, etc. Term: Appointed, 1 year renewable Chief Marketing Officer (or VP Marketing, VP Sales & Marketing) Insert Name Here Responsibilities Include: Align marketing objectives and programs to enterprise objectives and strategies, define metrics based on overall business objectives, maximize the mix of in house versus agency services, establish strategic service provider partnerships, optimize and design marketing processes, optimize costs of services through a mix of internal and external resources, etc.
  • 7. Executive Sponsor (Director of Marketing) Insert Name Here Responsibilities Include: Advocate & champion the social media program internally & externally, obtain budgets, accept responsibility for the social media program, support the program, lead generation, deepen product awareness, generate brand awareness, etc. For additional responsibilities & requirements, check out Demand Metric’s Director of Marketing Job Description. Social Media Marketing Manager Insert Name Here Responsibilities Include: Oversee social media project, set goals, objectives, and targets, monitor traffic, report to key stakeholders, manage integration, strategy, etc. For additional responsibilities & requirements, check out Demand Metric’s Social Media Manager Job Description. Social Media Specialist Insert Name Here Responsibilities Include: managing content, overseeing and managing the content publishing model, establish relationships with the online community, identify key influencers, educate & train employees and contractors, etc. For additional responsibilities & requirements, check out Demand Metric’s Social Media Specialist Job Description. Note: Your content publishing model might be different depending on your social media marketing goals. In this example, the content publishing model is broken down into the following 3 categories:
  • 8. Internal Content: Content created from within your company. Examples include: Whitepapers, Video, Data Sheets, Case Studies, Webinars, etc.  External Content: Content that has been self-published on your social media properties by customers, prospects, competitors, partners, etc. Examples include: Analyst Reports, Facebook “Likes”, Blog Comments, Twitter “Re-Tweets”, etc.  Sponsored Content: Sponsors publish on your social media properties. Examples include: 3rd Party Blog Posts, 3rd Party Presentations, 3rd Party How-To Guides, etc. Social Media Administrator Insert Name Here Responsibilities Include: Review & publish content (when necessary). The Webmaster can assume this role. This person is ultimately responsible for maintaining and updating content across social media properties. Graphic Designer Insert Name Here Responsibilities Include: Design look and feel of social media properties, work with HTML templates and style sheets, outline page design, document and implement SEO procedures, etc.
  • 9. Departmental Liaisons Sales: Insert Name Here Responsibilities Include: Owner of marketing generated leads, manages middle of sales funnel, etc. Customer Service: Insert Name Here Responsibilities Include: Increase customer engagement on LinkedIn, forums, message boards, Twitter, Facebook, etc. Product: Insert Name Here Responsibilities Include: Product feedback, product reviews, etc. Human Resources: Insert Name Here Responsibilities Include: Helping to build policies that protect employees, contractors and “COMPANY XYZ”. IT: Insert Name Here Responsibilities Include: Support & maintenance, organizing & mining data, etc. Legal: Insert Name Here Responsibilities Include: Heading a pro-active approach to warding off potential legal problems before it’s too late. 5. Timeline “COMPANY XYZ’s” corporate social media program will be developed and maintained in a 2 part approach. Some functionality will be phased in and other recurring activities will be happening in unison.
  • 10. New Roles: Phased in as needed  Launch: On-Going  Maintenance: Weekly  Publication: On-Going  Integration: Complete 6. Social Media Training Consult Demand Metric’s Social Media Policies and Guidelines Template. 7. Social Media Funding Model Funding for “COMPANY XYZ” corporate social media program will continue to be the responsibility of “Enter Current Owner Here.” If the situation arises whereby “COMPANY XYZ’s” corporate social media program requires additional funding for development or redesign, “Enter Current Owner Here” will be required to ensure the request for funds complies with this governance document. This will require signoff from the Governance Committee that the proposed social media program reflects the business priorities of “COMPANY XYZ” and that sufficient funding will be made available to maintain the social media properties throughout their lifecycle. 8. Social Media Metrics Measurement should be a key component of your social media program. Demand Metric’s Social Media Metrics Dashboard can be used to define, track, and report on your key social media program metrics and key performance indicators. All the metrics can be easily customized to suit your organization's needs. Some examples include: Social Network Reach, New Facebook Fans, New Twitter Followers, etc.
  • 11. 9. Continuous Improvement In addition to the KPIs outlined in your social media program metrics dashboard, the following best practices for continuous improvement on your social media should be followed and administered accordingly: Evaluate End User Value Does each part of your social media program provide value to the end user? Conduct Testing & Obtain Feedback Survey customers & users to obtain feedback Perform Content Maintenance Is older content still relevant? Proofreading Copyediting Testing A/B testing on pages where applicable