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Community Strategy Framework
BUSINESS GOALS       ENGAGEMENT MODEL & PLAN

                 1. Content Plan

                 2. Event Plan

                 3. Community Promotion Plan    METRICS/ROI
 COMPETITIVE
 LANDSCAPE
                 4. Community Moderation Plan




MEMBER NEEDS
1) Business Goal
boil it down to one sentence


   Enable Customers to Collaborate, Share Knowledge, Increase Revenue
   Differentiate Yourself From Other Service Providers
   Increase Sales (retain members, increase member loyalty)
   Increase Brand Awareness
   Eliminate Geographic Barriers to Networking
   Decrease Cost of Customer Service
   Co-creation of New Products
   Establish Yourself as a Thought Leader
   Better Search Results
   Provide Additional Information
   Educate Customers
1) Business Goal

The business goal of PD 360 was to raise student achievement. They accomplished a
lift of 11.3% improvement in student achievement through an online learning
community for teachers with on demand professional development .




                                                        4
1) Business Goal
Know who you are. What type of online community would you be?




                                                  5
Community Strategy Framework
BUSINESS GOALS




 COMPETITIVE
 LANDSCAPE
2) Competitive Landscape
Where is your audience (clients/employees) currently having conversations?




                                        Online Communities
2) Competitive Landscape
Conversations are already happening... don’t compete, integrate and compliment




                                                          8
2) Learn




           9
Community Strategy Framework
BUSINESS GOALS




 COMPETITIVE
 LANDSCAPE




MEMBER NEEDS
3) Member Needs Analysis
Understand your audience. Don’t ask me, ask them.

   Share Knowledge: Explore ideas and
    participate in one-on-one private                                Need for
    discussions threads. Access actionable                           confidentiality
    experienced-based solutions from like
    minds.
   Connect With Peers: Network with one
    another to find exactly the individual you
    need who shares your passion. Combat
    isolation, share emotions, and experience
    a sense of camaraderie.
   Access Tools: find resources that allow
    you to do your job better, shorten
    decision times, and decrease risk.
   Mirror Current Hot Issues & Needs:
                                                 Burning need to
                                                 Share information


                                                            11
3) Member Needs Analysis
Interview or survey employees to profile your audience


   What member types or personas exist?
   Can you predict their needs?
   How do their needs vary?
   What are they looking for?
   How do they like to interact now?
   How willing are they to share openly?
   Do they want exposure?
   Do they want to influence others?
   Do they want to shape the department?
   Are they time crunched?




                                            12
3) Member Needs Analysis
3) Member Needs Analysis




                                                              Professiona




                                                                                     Professiona
       Member Needs Analysis




                                                              Consultant
                                                              Business




                                                                            Vendor

                                                                                     Other
                                                              Exec
                                                              IT

                                                              l




                                                                                     l
     DEMOGRAPHIC
          Career Level
          Role
          Areas of Interest
          Geographic Location
          College
          Gender
          Groups/Associations/Honors/Awards
     NEEDS and SKILLS
          Knowledge transfer
          Leverage the experience of others
          Collaborate on information and ideas
          Implement BPM faster and learn from peers
          Other
     WILLINGNESS TO CONTRIBUTE
          Comment or Rate (blog, wiki, chat, content)
          Contribute content (blog, group docs, wiki, chat)
          Speak (teleconference, webcast)
          Lead or Chair (group, blog, wiki)
          Collaborate (group, wiki)
     ENGAGEMENT PREFERENCE
          Chat
          Post or Comment or Rate
          Collaborate via wiki
          Read content
          Attend or lead teleconferences
          Join or lead group
          Private meetings with other members
          Face to face events
     CONCERNS
          Trust or risk of online permanent record
          Lack of time
3) Member Needs Analysis




                     15
Community Strategy Framework
BUSINESS GOALS       ENGAGEMENT MODEL & PLAN

                 1. Content Plan

                 2. Event Plan

                 3. Community Promotion Plan
 COMPETITIVE
 LANDSCAPE
                 4. Community Moderation Plan




EMPLOYEE NEEDS
4) Engagement Model
    Content Plan



   What will you publish?

   Where will you publish?

   How often will you publish?

   How to integrate with traditional channels?


                                         17
4) Engagement Model
Customize your engagement model based on member needs



   Announce new members to the
    community & within groups

   Highlight relevant articles to
    member types

   Invite members to participate in
    relevant events



                                       18
4) Engagement Model
 Active and relevant moderation engages members


• Plan touch point cycles
                                                                   30% of
• Plan your trigger points
                                                                   moderation is
• Plan for private and semi-private communication                  active
                                                                   involvement
                                                    70% of
                                                    moderation is
                                                    behind the scenes




                                                            19
4) Engagement Model
Create multiple ways for members to participate


                     •   Chair an affinity group or task force
                     •   Employee-led webinars and teleconferences
                     •   Small group calls, intimate setting, like-minded peers
                     •   Collaborative projects and tools
                     •   Dedicated column in publications
                     •   Member spotlights
                     •   Awards
                     •   Leadership Development: video series on leaders




                                                    20
4) Engagement Model
Strive to balance the elements of the community

Content
      Mix up the formats (text, media, audio…)
      Seed with company generated content
      Reward member-generated content

Events
      Offer online webinars
      Encourage members to host
      Integrate in-person events such as conferences

Member-to-Member Interactions
    Online: includes discussion forums, blogs, wikis, email, chat
    Offline/Face-to-Face: includes phone calls, in-person meetings

Outreach or Promotion
      Actively moderate and drive new memberships
      Pushing and pull qualitative and quantitative information
      Newsletters, digests, polls and surveys
                                               2007 Patricia Seybold Group Inc.
                                                                                  21
4) Engagement Model




                      22
Community Strategy Framework
BUSINESS GOALS       ENGAGEMENT MODEL & PLAN

                 1. Content Plan

                 2. Event Plan

                 3. Community Promotion Plan    METRICS/ROI
 COMPETITIVE
 LANDSCAPE
                 4. Community Moderation Plan




EMPLOYEE NEEDS
5) Measure
5) Metrics

   Targeted members
   Total members
   New member acquisition per month
   Average member logins per month
   Average Page Views
   Average Time Spent
   Most active discussion thread
   Most active group
   Average Post/Thread
5) Metrics
Build an ROI set based upon your dimensions of value




                                       1. Activity

                                       2. Engagement

                                       3. Influencers




                                               26
5) Metrics
Include a mix of qualitative and quantitative




                                                27
5) Wash, rinse, repeat




                         28
Community Strategy Framework
BUSINESS GOALS       ENGAGEMENT MODEL & PLAN

                 1. Content Plan

                 2. Event Plan

                 3. Community Promotion Plan    METRICS/ROI
 COMPETITIVE
 LANDSCAPE
                 4. Community Moderation Plan




MEMBER NEEDS
Strategic Framework Questionnaire
Business Goals:
   Try to boil it down to one sentence that gets to the core.
     o Increase Brand Awareness , Personalize Your Brand
     o Collaborate with Customers , Gain Insight , Co-create Products
     o Decrease Cost of Customer Service
     o Optimize Site, Better Search Results, More Traffic
     o Establish Yourself as a Thought Leader, Educate Customers
     o Increase Sales
   What type of community will you be (Shop Talk, Info Dissemination, Professional
    Collaboration)?
   What are your expected outcomes?
   Who are the main stakeholders?
Strategic Framework Questionnaire

Competitive Landscape:

   Where are your members currently having discussions online?


   How active are your members in social networking?


   How does an online community weave into your overall communications strategy?
Strategic Framework Questionnaire
Member Needs Analysis:


   What member types exist?


   What are they looking for (might vary by member type)?


   Where do they go? How do they like to interact? How much time do they have?


   How willing are they to share openly? Do they want exposure?


   Do they want to shape the industry or influence the next generation?
Strategic Framework Questionnaire
Engagement Model and Roadmap:
   Engagement Model: it is important to plan and balance engagement elements such as:

     o Event Plan: online and in person

     o Content Plan: text to media, both internal and member generated

     o Member to Member Interaction Plan: online discussions, blogs, wikis, chats, emails OR
       offline phone calls and meetings

     o Outreach or Promotion Plan: push and pull qualitative/quantitative newsletter, polls,
       surveys etc.

   What engagement elements do you currently leverage?

   What new forms of engagement would you like to employ, is there a gap, which will be
    prioritized?

   Who are your "creators" of content or discussions? Do you need to recruit more creators or
    hosts?

   How will you integrate with other marketing channels (traditional marketing / social channels)?
Strategic Framework Questionnaire

Metrics / ROI:


   What quantitative metrics do you currently monitor?


   What qualitative metrics do you currently monitor?


   How does each metric tie to your business goals and your dimensions of value?
Tips in 20 - How To Build an Online Community Strategic Framework

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Tips in 20 - How To Build an Online Community Strategic Framework

  • 1.
  • 2. Community Strategy Framework BUSINESS GOALS ENGAGEMENT MODEL & PLAN 1. Content Plan 2. Event Plan 3. Community Promotion Plan METRICS/ROI COMPETITIVE LANDSCAPE 4. Community Moderation Plan MEMBER NEEDS
  • 3. 1) Business Goal boil it down to one sentence  Enable Customers to Collaborate, Share Knowledge, Increase Revenue  Differentiate Yourself From Other Service Providers  Increase Sales (retain members, increase member loyalty)  Increase Brand Awareness  Eliminate Geographic Barriers to Networking  Decrease Cost of Customer Service  Co-creation of New Products  Establish Yourself as a Thought Leader  Better Search Results  Provide Additional Information  Educate Customers
  • 4. 1) Business Goal The business goal of PD 360 was to raise student achievement. They accomplished a lift of 11.3% improvement in student achievement through an online learning community for teachers with on demand professional development . 4
  • 5. 1) Business Goal Know who you are. What type of online community would you be? 5
  • 6. Community Strategy Framework BUSINESS GOALS COMPETITIVE LANDSCAPE
  • 7. 2) Competitive Landscape Where is your audience (clients/employees) currently having conversations? Online Communities
  • 8. 2) Competitive Landscape Conversations are already happening... don’t compete, integrate and compliment 8
  • 10. Community Strategy Framework BUSINESS GOALS COMPETITIVE LANDSCAPE MEMBER NEEDS
  • 11. 3) Member Needs Analysis Understand your audience. Don’t ask me, ask them.  Share Knowledge: Explore ideas and participate in one-on-one private Need for discussions threads. Access actionable confidentiality experienced-based solutions from like minds.  Connect With Peers: Network with one another to find exactly the individual you need who shares your passion. Combat isolation, share emotions, and experience a sense of camaraderie.  Access Tools: find resources that allow you to do your job better, shorten decision times, and decrease risk.  Mirror Current Hot Issues & Needs: Burning need to Share information 11
  • 12. 3) Member Needs Analysis Interview or survey employees to profile your audience  What member types or personas exist?  Can you predict their needs?  How do their needs vary?  What are they looking for?  How do they like to interact now?  How willing are they to share openly?  Do they want exposure?  Do they want to influence others?  Do they want to shape the department?  Are they time crunched? 12
  • 13. 3) Member Needs Analysis
  • 14. 3) Member Needs Analysis Professiona Professiona Member Needs Analysis Consultant Business Vendor Other Exec IT l l DEMOGRAPHIC Career Level Role Areas of Interest Geographic Location College Gender Groups/Associations/Honors/Awards NEEDS and SKILLS Knowledge transfer Leverage the experience of others Collaborate on information and ideas Implement BPM faster and learn from peers Other WILLINGNESS TO CONTRIBUTE Comment or Rate (blog, wiki, chat, content) Contribute content (blog, group docs, wiki, chat) Speak (teleconference, webcast) Lead or Chair (group, blog, wiki) Collaborate (group, wiki) ENGAGEMENT PREFERENCE Chat Post or Comment or Rate Collaborate via wiki Read content Attend or lead teleconferences Join or lead group Private meetings with other members Face to face events CONCERNS Trust or risk of online permanent record Lack of time
  • 15. 3) Member Needs Analysis 15
  • 16. Community Strategy Framework BUSINESS GOALS ENGAGEMENT MODEL & PLAN 1. Content Plan 2. Event Plan 3. Community Promotion Plan COMPETITIVE LANDSCAPE 4. Community Moderation Plan EMPLOYEE NEEDS
  • 17. 4) Engagement Model Content Plan  What will you publish?  Where will you publish?  How often will you publish?  How to integrate with traditional channels? 17
  • 18. 4) Engagement Model Customize your engagement model based on member needs  Announce new members to the community & within groups  Highlight relevant articles to member types  Invite members to participate in relevant events 18
  • 19. 4) Engagement Model Active and relevant moderation engages members • Plan touch point cycles 30% of • Plan your trigger points moderation is • Plan for private and semi-private communication active involvement 70% of moderation is behind the scenes 19
  • 20. 4) Engagement Model Create multiple ways for members to participate • Chair an affinity group or task force • Employee-led webinars and teleconferences • Small group calls, intimate setting, like-minded peers • Collaborative projects and tools • Dedicated column in publications • Member spotlights • Awards • Leadership Development: video series on leaders 20
  • 21. 4) Engagement Model Strive to balance the elements of the community Content  Mix up the formats (text, media, audio…)  Seed with company generated content  Reward member-generated content Events  Offer online webinars  Encourage members to host  Integrate in-person events such as conferences Member-to-Member Interactions  Online: includes discussion forums, blogs, wikis, email, chat  Offline/Face-to-Face: includes phone calls, in-person meetings Outreach or Promotion  Actively moderate and drive new memberships  Pushing and pull qualitative and quantitative information  Newsletters, digests, polls and surveys 2007 Patricia Seybold Group Inc. 21
  • 23. Community Strategy Framework BUSINESS GOALS ENGAGEMENT MODEL & PLAN 1. Content Plan 2. Event Plan 3. Community Promotion Plan METRICS/ROI COMPETITIVE LANDSCAPE 4. Community Moderation Plan EMPLOYEE NEEDS
  • 25. 5) Metrics  Targeted members  Total members  New member acquisition per month  Average member logins per month  Average Page Views  Average Time Spent  Most active discussion thread  Most active group  Average Post/Thread
  • 26. 5) Metrics Build an ROI set based upon your dimensions of value 1. Activity 2. Engagement 3. Influencers 26
  • 27. 5) Metrics Include a mix of qualitative and quantitative 27
  • 28. 5) Wash, rinse, repeat 28
  • 29. Community Strategy Framework BUSINESS GOALS ENGAGEMENT MODEL & PLAN 1. Content Plan 2. Event Plan 3. Community Promotion Plan METRICS/ROI COMPETITIVE LANDSCAPE 4. Community Moderation Plan MEMBER NEEDS
  • 30. Strategic Framework Questionnaire Business Goals:  Try to boil it down to one sentence that gets to the core. o Increase Brand Awareness , Personalize Your Brand o Collaborate with Customers , Gain Insight , Co-create Products o Decrease Cost of Customer Service o Optimize Site, Better Search Results, More Traffic o Establish Yourself as a Thought Leader, Educate Customers o Increase Sales  What type of community will you be (Shop Talk, Info Dissemination, Professional Collaboration)?  What are your expected outcomes?  Who are the main stakeholders?
  • 31. Strategic Framework Questionnaire Competitive Landscape:  Where are your members currently having discussions online?  How active are your members in social networking?  How does an online community weave into your overall communications strategy?
  • 32. Strategic Framework Questionnaire Member Needs Analysis:  What member types exist?  What are they looking for (might vary by member type)?  Where do they go? How do they like to interact? How much time do they have?  How willing are they to share openly? Do they want exposure?  Do they want to shape the industry or influence the next generation?
  • 33. Strategic Framework Questionnaire Engagement Model and Roadmap:  Engagement Model: it is important to plan and balance engagement elements such as: o Event Plan: online and in person o Content Plan: text to media, both internal and member generated o Member to Member Interaction Plan: online discussions, blogs, wikis, chats, emails OR offline phone calls and meetings o Outreach or Promotion Plan: push and pull qualitative/quantitative newsletter, polls, surveys etc.  What engagement elements do you currently leverage?  What new forms of engagement would you like to employ, is there a gap, which will be prioritized?  Who are your "creators" of content or discussions? Do you need to recruit more creators or hosts?  How will you integrate with other marketing channels (traditional marketing / social channels)?
  • 34. Strategic Framework Questionnaire Metrics / ROI:  What quantitative metrics do you currently monitor?  What qualitative metrics do you currently monitor?  How does each metric tie to your business goals and your dimensions of value?