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Copyright © AIIM | All rights reserved.
#AIIM
The Global Community of Information Professionals
Applying Effective Governance
to Social Media
Jesse Wilkins, CIP, IGP, CRM
Director, Professional Development
AIIM
March 17, 2016
Copyright © AIIM | All rights reserved.2
Agenda
 Introduction to Social Media Governance
 The Social Media Policy
 Tools & Training
 Monitoring & Auditing
Copyright © AIIM | All rights reserved.3
Agenda
Introduction to Social Media Governance
The Social Media Policy
Tools & Training
Monitoring & Auditing
Copyright © AIIM | All rights reserved.4
Introduction
 Focus of this session is on organizational
governance of social media
 Organizational accounts
 Personal accounts that relate to the organization
 We’ll talk about personal social media security
later today
Copyright © AIIM | All rights reserved.5
Prohibition is not realistic.
Copyright © AIIM | All rights reserved.6
“A new class of company is
emerging—one that uses
collaborative Web 2.0 technologies
intensively to connect the internal
efforts of employees and to extend
the organization’s reach to
customers, partners, and suppliers.
We call this new kind of company
the networked enterprise.”
The Rise Of The Networked Enterprise
Copyright © AIIM | All rights reserved.7
Getting Started With Governance
 Assess usage of social media
 Identify organizational social media accounts
 Review the service level agreements for
official accounts
 Develop a strategy
 Develop a social media policy
 Training & tools
 Monitoring & auditing
Copyright © AIIM | All rights reserved.8
Assess Social Media Usage
 Strategy
 Technology
 External brand
 Internal culture
 Process issues
 Governance concerns
Copyright © AIIM | All rights reserved.9
Internal Review
Copyright © AIIM | All rights reserved.10
External Review
Copyright © AIIM | All rights reserved.11
Surveys
Copyright © AIIM | All rights reserved.12
Search Engines And Alerts
Copyright © AIIM | All rights reserved.13
Check the service level agreements
Copyright © AIIM | All rights reserved.14
Develop A Strategy
Copyright © AIIM | All rights reserved.15
Agenda
The Social Media Policy
Introduction to Social Media Governance
Tools & Training
Monitoring & Auditing
Copyright © AIIM | All rights reserved.16
Why Develop A Social Media Policy?
 Ensure that employees know what is expected
of them
 Provide guidelines for being more effective
 Reduce risk of someone posting inappropriate
content
 Address legal and operational concerns
Copyright © AIIM | All rights reserved.17
Keep It Simple
 The longer the policy, the harder to enforce
 Rate of technology change
 Broader applicability
 Blurring of boundaries
Copyright © AIIM | All rights reserved.18
Appropriate Usage
 Official commercial accounts
 Internal accounts
 Guidelines for look & feel
 Guidelines for content
Copyright © AIIM | All rights reserved.19
Inappropriate Usage
 Illegal content or conduct
 Offensive content
 Disparagement of the organization or of
others***
Copyright © AIIM | All rights reserved.20
Account Creation And Management
 Whether there are limits to official account
creation
 How official accounts are managed and
tracked
 Note: good idea to have a central list of them
somewhere
Copyright © AIIM | All rights reserved.21
Representation
 Who can speak for the organization
 What topics are off limits
 Disclaimers for unofficial accounts/responses
Copyright © AIIM | All rights reserved.22
Protection Of Information
 Confidential or proprietary
 Sensitive
 Forward-looking
 Personal
 Employees’
 Customers’/constituents’
Copyright © AIIM | All rights reserved.23
Accountability
 Personal accountability for content
 Perception
 Potential consequences to organization
 Disciplinary action
Copyright © AIIM | All rights reserved.24
Public Sector Considerations
 Links to primary site (“content of record”)
 Whether comments are allowed
 And monitored
 Public records act concerns
 Public safety and monitoring issues
 Privacy
Copyright © AIIM | All rights reserved.25
Sense And Sensibility
 No policy can cover every:
 Tool
 Process
 Situation
 Contingency
 Encourage users to be smart
Copyright © AIIM | All rights reserved.26
Agenda
Tools & Training
The Social Media Policy
Introduction to Social Media Governance
Monitoring & Auditing
Copyright © AIIM | All rights reserved.27
Social Media Tools
 Scheduling tools
 May offer pre-review & approval
 Monitoring tools and services
 Archiving tools and services
 Commercial services’ own tools
Copyright © AIIM | All rights reserved.28
Social Media Compliance &
Management Tools
• And many others
Copyright © AIIM | All rights reserved.29
Training, Training, Training
Copyright © AIIM | All rights reserved.30
Train Your Employees!
 Everything in the policy
 During onboarding and refresher training
 How to keep themselves secure using social
media
 Blurring of boundaries, devices, accounts
 What can happen – think before they post!
Copyright © AIIM | All rights reserved.31
Agenda
Monitoring & Auditing
The Social Media Policy
Introduction to Social Media Governance
Tools & Training
Copyright © AIIM | All rights reserved.32
Monitoring And Auditing
 Monitoring: real-time review
 Auditing: After the fact
 Regularly scheduled
 In response to an incident
Copyright © AIIM | All rights reserved.33
The Need For Monitoring
 Ensure employees adhering to policy
 Ensure organizational information is protected
 Know what’s being said about the
organization
 Incident response
 Sentiment analysis over time
Copyright © AIIM | All rights reserved.34
Monitoring Tools
 Many tools available, even for commercial
services
 Monitor for keywords/phrases, patterns
 Racist, sexist, derogatory terms
 Sensitive information like acct or CC numbers
 Attachments
 Can block posts, send notifications to
management
Copyright © AIIM | All rights reserved.35
Why Audit?
 Same as monitoring, with one slight twist:
RECORDS MANAGEMENT
Copyright © AIIM | All rights reserved.36
Social Media Records Management
 It can be done
 Do you need to do it?
 Social media archiving vs. records
management
 Content considerations
Copyright © AIIM | All rights reserved.37
Conclusion
 It’s a scary social media world out there!
 But you can protect yourself…
Copyright © AIIM | All rights reserved.38
Questions?
Copyright © AIIM | All rights reserved.39
Additional Resources
 Social Media Policy Database
 http://socialmediagovernance.com/policies/
 SHRM Social Media Policy Template
 http://www.shrm.org/templatestools/samples/policies/pages/social
mediapolicy.aspx
 NARA Best Practices for Capture of Social Media Records
 http://www.archives.gov/records-
mgmt/resources/socialmediacapture.pdf
 AIIM Social Business Assessment
 http://info.aiim.org/how-to-conduct-a-social-business-assessment
 AIIM Social Business Roadmap
 http://www.aiim.org/Social-Business-Roadmap
Copyright © AIIM | All rights reserved.40
For More Information
Jesse Wilkins, CIP, CRM, IGP
Director, Professional Development
AIIM International
+1 (720) 232-9638 direct
jwilkins@aiim.org
http://www.twitter.com/jessewilkins
http://www.linkedin.com/in/jessewilkins

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20160317 ARMA Wyoming Governance for Social Media

  • 1. Copyright © AIIM | All rights reserved. #AIIM The Global Community of Information Professionals Applying Effective Governance to Social Media Jesse Wilkins, CIP, IGP, CRM Director, Professional Development AIIM March 17, 2016
  • 2. Copyright © AIIM | All rights reserved.2 Agenda  Introduction to Social Media Governance  The Social Media Policy  Tools & Training  Monitoring & Auditing
  • 3. Copyright © AIIM | All rights reserved.3 Agenda Introduction to Social Media Governance The Social Media Policy Tools & Training Monitoring & Auditing
  • 4. Copyright © AIIM | All rights reserved.4 Introduction  Focus of this session is on organizational governance of social media  Organizational accounts  Personal accounts that relate to the organization  We’ll talk about personal social media security later today
  • 5. Copyright © AIIM | All rights reserved.5 Prohibition is not realistic.
  • 6. Copyright © AIIM | All rights reserved.6 “A new class of company is emerging—one that uses collaborative Web 2.0 technologies intensively to connect the internal efforts of employees and to extend the organization’s reach to customers, partners, and suppliers. We call this new kind of company the networked enterprise.” The Rise Of The Networked Enterprise
  • 7. Copyright © AIIM | All rights reserved.7 Getting Started With Governance  Assess usage of social media  Identify organizational social media accounts  Review the service level agreements for official accounts  Develop a strategy  Develop a social media policy  Training & tools  Monitoring & auditing
  • 8. Copyright © AIIM | All rights reserved.8 Assess Social Media Usage  Strategy  Technology  External brand  Internal culture  Process issues  Governance concerns
  • 9. Copyright © AIIM | All rights reserved.9 Internal Review
  • 10. Copyright © AIIM | All rights reserved.10 External Review
  • 11. Copyright © AIIM | All rights reserved.11 Surveys
  • 12. Copyright © AIIM | All rights reserved.12 Search Engines And Alerts
  • 13. Copyright © AIIM | All rights reserved.13 Check the service level agreements
  • 14. Copyright © AIIM | All rights reserved.14 Develop A Strategy
  • 15. Copyright © AIIM | All rights reserved.15 Agenda The Social Media Policy Introduction to Social Media Governance Tools & Training Monitoring & Auditing
  • 16. Copyright © AIIM | All rights reserved.16 Why Develop A Social Media Policy?  Ensure that employees know what is expected of them  Provide guidelines for being more effective  Reduce risk of someone posting inappropriate content  Address legal and operational concerns
  • 17. Copyright © AIIM | All rights reserved.17 Keep It Simple  The longer the policy, the harder to enforce  Rate of technology change  Broader applicability  Blurring of boundaries
  • 18. Copyright © AIIM | All rights reserved.18 Appropriate Usage  Official commercial accounts  Internal accounts  Guidelines for look & feel  Guidelines for content
  • 19. Copyright © AIIM | All rights reserved.19 Inappropriate Usage  Illegal content or conduct  Offensive content  Disparagement of the organization or of others***
  • 20. Copyright © AIIM | All rights reserved.20 Account Creation And Management  Whether there are limits to official account creation  How official accounts are managed and tracked  Note: good idea to have a central list of them somewhere
  • 21. Copyright © AIIM | All rights reserved.21 Representation  Who can speak for the organization  What topics are off limits  Disclaimers for unofficial accounts/responses
  • 22. Copyright © AIIM | All rights reserved.22 Protection Of Information  Confidential or proprietary  Sensitive  Forward-looking  Personal  Employees’  Customers’/constituents’
  • 23. Copyright © AIIM | All rights reserved.23 Accountability  Personal accountability for content  Perception  Potential consequences to organization  Disciplinary action
  • 24. Copyright © AIIM | All rights reserved.24 Public Sector Considerations  Links to primary site (“content of record”)  Whether comments are allowed  And monitored  Public records act concerns  Public safety and monitoring issues  Privacy
  • 25. Copyright © AIIM | All rights reserved.25 Sense And Sensibility  No policy can cover every:  Tool  Process  Situation  Contingency  Encourage users to be smart
  • 26. Copyright © AIIM | All rights reserved.26 Agenda Tools & Training The Social Media Policy Introduction to Social Media Governance Monitoring & Auditing
  • 27. Copyright © AIIM | All rights reserved.27 Social Media Tools  Scheduling tools  May offer pre-review & approval  Monitoring tools and services  Archiving tools and services  Commercial services’ own tools
  • 28. Copyright © AIIM | All rights reserved.28 Social Media Compliance & Management Tools • And many others
  • 29. Copyright © AIIM | All rights reserved.29 Training, Training, Training
  • 30. Copyright © AIIM | All rights reserved.30 Train Your Employees!  Everything in the policy  During onboarding and refresher training  How to keep themselves secure using social media  Blurring of boundaries, devices, accounts  What can happen – think before they post!
  • 31. Copyright © AIIM | All rights reserved.31 Agenda Monitoring & Auditing The Social Media Policy Introduction to Social Media Governance Tools & Training
  • 32. Copyright © AIIM | All rights reserved.32 Monitoring And Auditing  Monitoring: real-time review  Auditing: After the fact  Regularly scheduled  In response to an incident
  • 33. Copyright © AIIM | All rights reserved.33 The Need For Monitoring  Ensure employees adhering to policy  Ensure organizational information is protected  Know what’s being said about the organization  Incident response  Sentiment analysis over time
  • 34. Copyright © AIIM | All rights reserved.34 Monitoring Tools  Many tools available, even for commercial services  Monitor for keywords/phrases, patterns  Racist, sexist, derogatory terms  Sensitive information like acct or CC numbers  Attachments  Can block posts, send notifications to management
  • 35. Copyright © AIIM | All rights reserved.35 Why Audit?  Same as monitoring, with one slight twist: RECORDS MANAGEMENT
  • 36. Copyright © AIIM | All rights reserved.36 Social Media Records Management  It can be done  Do you need to do it?  Social media archiving vs. records management  Content considerations
  • 37. Copyright © AIIM | All rights reserved.37 Conclusion  It’s a scary social media world out there!  But you can protect yourself…
  • 38. Copyright © AIIM | All rights reserved.38 Questions?
  • 39. Copyright © AIIM | All rights reserved.39 Additional Resources  Social Media Policy Database  http://socialmediagovernance.com/policies/  SHRM Social Media Policy Template  http://www.shrm.org/templatestools/samples/policies/pages/social mediapolicy.aspx  NARA Best Practices for Capture of Social Media Records  http://www.archives.gov/records- mgmt/resources/socialmediacapture.pdf  AIIM Social Business Assessment  http://info.aiim.org/how-to-conduct-a-social-business-assessment  AIIM Social Business Roadmap  http://www.aiim.org/Social-Business-Roadmap
  • 40. Copyright © AIIM | All rights reserved.40 For More Information Jesse Wilkins, CIP, CRM, IGP Director, Professional Development AIIM International +1 (720) 232-9638 direct jwilkins@aiim.org http://www.twitter.com/jessewilkins http://www.linkedin.com/in/jessewilkins

Hinweis der Redaktion

  1. The first step many organizations take to manage Web 2.0 is to try to block them. This is unrealistic for a number of reasons.
  2. Moving into mainstream
  3. Employees need to know that the purpose of the survey is not to punish, but to mitigate potential liabilities to the organization. At the same time the organization needs to recognize that some experimentation and emergence is not only not bad, it can be a very effective way to determine which new services merit consideration.
  4. One final point. No single policy can cover every possible circumstance. There are simply too many tools, processes, and situations that could pop up. Different organizations will treat things differently in different contexts. So perhaps the most important thing to teach employees about social media is to be smart. The Internet doesn’t forget. Best Buy’s policy is an excellent example, and one that can be boiled down to its tagline, “Be smart. Be respectful. Be human.”
  5. At this point I’d be pleased to entertain your questions.