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Assessing Social Business Maturity – Getting to Stage 2/Emergent Community

July 14, 2010 By Rachel Happe

When we originally developed the Community Maturity Model, we thought of it as a tool that organizations of all sizes could use in creating a baseline understanding of where they were on the path to becoming a ‘social’ organization.  Additionally, it was designed to provide organizations with a general roadmap of the competencies and milestones needed to operationalize a social layer within their organization.

Recently we had a large corporate client take the Community Maturity Model and build out an organizational gap analysis using both the model and the best practice research that was published in The State of Community Management report. We’ve taken that work and created a template for our other members – giving them a huge jump start in creating a document that is easy to understand and communicate to other organizational stakeholders. In addition, we have created baseline assessment criteria to help organizations better understand where they fit on the model and identify the milestones and deliverables that are typically associated with the next stage of maturity. These criteria were developed based on our work with many companies and our understanding of the typical pathways to becoming a social organization.

In Stage 1/Hierarchy, where there is no organized initiative around social business, community management, or social media use it is easy to assess – there are no identifiable artifacts of an emergent community management discipline – no policies, no people responsible for it, no planning – although there may be a lot of ad hoc or informal use of social tools by employees.

Stage 2/Emergent Community defines an organization that is actively pursuing a social business strategy and has begun to lay the operational groundwork to support that, but has not yet realized full deployment and scale. Moving in to Stage 2/Emergent Community, there are standard indicators of organizational evolution, including:

  • A documented active listening strategy
  • One or more people explicitly responsible for social listening
  • One or more social business leads have been identified
  • There are some places where constituents (customers/partners/employees) can comment and/or contribute to a company sponsored conversations. (this might be a Twitter/Facebook/LinkedIn account, a blog, or a support forum)
  • A centralized ‘social’ team has a documented roadmap and identified gaps
  • Corporate accounts are established on the major social networking sites – Facebook, Twitter, LinkedIn, and YouTube.
  • A basic listening toolset has been identified and is actively used
  • Basic metrics – number of participants (members/fans/followers), pageviews, and number of comments – are tracked and reported to functional managers

The above indicators are those we feel are required elements to be  in the Emergent Community stage, but there are additional elements that very likely exist in this stage as well, including a documented social media policy, and active social media presence, an executive sponsor, a dedicated social media or community manager, and an internal social software pilot – among many other possible initiatives that may exist in this early stage of maturity.

Are there early milestones that we missed that you feel are required elements for companies that are seriously pursuing a social business approach? We’d love to hear from you.

Find this interesting? We use the Community Maturity Model to organize content and programming in TheCR Network and to advise clients. Consider joining TheCR Network as a member to discuss this an many other topics with peers and industry experts.

eModeration Whitepaper: Communities of Purpose

June 23, 2010 By Rachel Happe

The team at eModeration – a community moderation and management services company in the UK – released a whitepaper this week discussing ‘communities of purpose’. They distinguish these communities of purpose from communities of interest in the following way:

  • Communities of purpose: An online community of people with a common, clear, defined goal.
  • Communities of interest: Communities built around a shared interest, but with no single defined goal (like Mumsnet or iVillage – although of course, there may be purpose elements within these sites, such as a pregnancy section within iVillage).

It goes on to say that communities of purpose can take two forms, those that have an explicit goal (to provide support to customers or to quit smoking) or those that support a defined event (to raise money for Movember, to crowdsource new product requirements). The paper also defines the various characteristics needed by a community of purpose:

  • Burning imperative
  • Value
  • Relevant to the brand/organizational mission
  • A clear timeframe
  • Goalposts that enable quick, regular ‘wins’
  • Clear guidelines

Overall a good description of the high level characteristics of online communities and if you are just thinking about how to structure a community, a great place to start.  One concept that was not touched on that I feel is important is to understand out the outset of building a community is that the lifecycle of a community changes over time. So to does the management of a community change over time – in terms of programming, concentration of community managers’ time, and in what can be expected of the community.  As communities mature and become more complex they still have all of the primary characteristics outlined in the whitepaper but are subject to many operational changes which is also something to expect, if not plan for explicitly at the outset.

You can download a copy of the whitepaper here.

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The State of Community Management Webinar

May 24, 2010 By Rachel Happe

Last week, we presented key findings from our State of Community Management report with Natanya Anderson from Powered.  We had an overflow of great questions and so much content it was hard to get everything in so I’m including the slides (the audio recording is here) and my responses to the questions we received from participants that we were not able to fully respond to on the webinar.

The State of Community Management 2010

View more presentations from Rachel Happe.

I’ve organized the questions by the competencies we covered in the report:

Strategy

Q: We’re looking to build a community around education and tools that help people use our products, we want to have different access levels for the content and community tools – some free, some materials will require registration and some will be for customers only, how do we create a strategy like this that helps to move people through the sales process while maximizing engagement in the community and fostering community growth?

A: This is a great way to ‘pull’ prospects in while providing value for them at different stages of education. You need to define the qualifiers for access to each group, consider what the value proposition is for members to join each level, and think about content strategy for each tier – they must all be differentiated enough that it makes sense to members. Consider starting with one group and layering on more as you get some experience with the dynamics of your market.

Leadership

Q: Any insights on encouraging C-level to participate. Thanks.

A: Familiarize/evangelize first, target key execs (based on interest, relevance) and layer your case to them by slowly acclimating them to social tools – for example,  send relevant blog posts to them, interview (text/podcast/video) them for a blog, show how people react to them and the post, understand which metrics matter to them, have them write a guest post… The idea is to give them what Beth Kanter calls ‘scaffolding’ by encouraging small steps which push them just a bit more as they learn and acclimate.  It takes time but is worth the effort.

Culture

Q: How to overcome barriers for knowledge sharing?

A: Any cultural change takes time but I like to think of it as an infection model.  Pinpoint and find key influencers who are already supportive of more open sharing of information and acclimate them to new tools and techniques.  Like leaders, it may take some time but it is well worth it as they will ‘infect’ the rest of the organization. Also people must have the time, receive recognition, and have familiarity with new tools and processes in order to participate effectively. Think about the ‘What is in it for me’ factor – if that is not there, the initiative will be hard to move forward.

Community Management

Role

Q: What are the differences between a social media role and a community management role?

A: Scale of network, content vs. relationship density orientation, complexity of business goal or product, integration into the rest of the organization.  I’ve written more about this topic here.

Q: Would love to hear a Daily/Weekly checklist that a Community Manager could use as a starting point. Would also like to have a Job Description and ‘what we are looking for’ in a community manager.

A: We have a post on hiring a community manager which as a substantive list of skills that can be associated with the role as well as a post on the work community managers do here.

Q: What’s the most important thing to consider as you look to formalize a job role around Community Management?

A: Being focused and clear on the expected business goals and reporting structure – particularly if it is not a senior level role… community can result in many benefits to the organization but it’s much easier for the community manager if they have clear priorities.  Also understand the offset benefits of community growth so that the new community manager does not face impossible expectations.

Q: What is the most misunderstood aspect an organization makes about “community management”? How differently should a small business consider their role in “community management” from a medium versus large business?

A: The offset investment/reward profile and the resource/programming commitment. It’s often easier for smaller organizations who have a more focused offering and constituent base because their audience is more well defined.

Q: How do you answer the question: “What’s the magic number [i.e. salary]?

A: Like any other functional role, it depends greatly on what you expect and are asking for in a community manager – are they passing out corp information through Twitter, engaging in content-rich dialogue on Facebook, or changing how customer support is done from a strategic/operational perspective? The more responsibilities, the higher the salary.  HR departments should be able to provide some guidance.  If the community manager reports up to a revenue generating department, the salary is likely also a bit higher than if they report up through a cost center.

Internal/External Communities

Q: What guidance could you give to someone looking to start internal communities within a company as opposed to public customer communities? Any insights into the unique ways to handle internal community moderating

A: In some ways internal communities are easier because the scope of audience is defined and there is a built-in connection between community members but in some ways it is harder because of politics/organizational hierarchy/culture/existing processes.  Chit chat is actually an important part of getting to richer collaboration… but hard to justify and sometimes hard to get people to socialize. Articulating a clear goal is important – is your goal expertise location, increased sharing/productivity, innovation, alignment?

Engagement

Q: What is the best way to get communities to innovate?

A: Innovation rarely happens spontaneously. Defining constraints, using creative exercises/programming, and stretching people just a bit and not too much are all keys to driving innovation.  The more complex you want the outcome to be the smaller and tighter knit the community needs to be.

Q: What are the best ways to ensure participation and engagement?

Q: I’m responsible for growing a member community in an association. What advice do you have for activities that attract and engage members?

A: Understand what is in it for the member, how much they can realistically contribute (executives have less time than teenagers for example), and increase people’s ability to engage through easy technology pathways.  Additionally, keep official/visible engagement by the community manager to a relatively small percentage of activity – instead reach out via a back channel to encourage members to contribute or respond to things, particularly the influencers.

Q: What is the best way to deal with the velocity of interaction?

A: The programming velocity in a community will set the tone for the velocity of member activity. Determining that velocity should be driven by the business goal – is it a employee community that people are expected to engage with daily or a consumer support community where people will only occasionally log in to?

Q: What is the optimal size of a community?

A: It depends on business goal – for awareness you want as big a network as possible; for market research/innovation a small community (hundreds) is most useful; for internal alignment or expertise location the community should be fairly large (thousands) but not vast.

B2B

Q: When initially building a new community, how do you attract and stimulate ‘super users’ who can attract community members and encourage members to be active?

Q: Growing an ACTIVE base of participants – can you share some best practices?

A: Start small with individuals most likely to benefit from the value proposition/vision of the community (the ‘persona’ types you are building your community for) – figure out what drives their interests and give that to them – it will cost a lot more than you are targeting for per member spending but it will be offset by the energy created which will drive membership growth and advocacy later. Use this group to adjust and test until you get the vision and dynamic right. The energy created by these early members will be the biggest draw – and it will set the tone – for your future growth.

Q: What is the most effective (and innovative) tactic to facilitate peer-to-peer engagement within a B2B online community?

A: Motivators for B2B are different – not driven by brand enthusiasm, etc – but by practical values like networking, things to help members to be rockstars at work, get expertise quickly, opportunities to gain exposure – size, programming, content, and velocity will all be different because of this. However, don’t discount using fun or social activities to loosen up the group and create connection – we’ve done things like collaborative online drawing and encouraging members to video blog as ways to get a bit out of their comfort zone and connect with other members.

Content & Programming

Q: We have a new community. What suggestions do you have to populate the community with conversation starters?

A: Build snackable, interactive content with some but not tons of space for open ended discussions… no one wants to be the first person to the party. Also make sure there is content in a lot of different formats (text, audio, video) – as a new community you will learn what type of content is most appealing to your target members. Also don’t forget to add events, chats, and other interactive programming for new members (don’t limit yourself to content) since communities are about building relationships, not just interactive content.

Q: Communities are great at generating interesting content. How can CMs facilitate the capture and re-use of the user material without unduly burdening members or staff. 

A: Curation is a critical task and value add for a community manager – there is typically too much content so helping to decide what is more relevant for community members is critical.  Also there are a lot of aggregation and distribution tools out there to help community managers with this.

Policies and Governance

Q: As community starts to become integrated into cross functional business operations, what are best practices for organizational structure for ownership of the strategy? Centralized or embedded into each dept?

A: We have seen the leading corporate innovators in this space go from encouraging a lot of internal experimentation to creating centralized social groups that coordinate initiatives, define policies, train employees, and act as advisers to business units. Structurally this tends to look like a hub and spoke model or what Jeremiah Owyang refers to as a dandelion model (multiple hub/spoke systems).

Tools

Q: With all that can now be done to create groups, etc. with sites like Facebook and LinkedIn, does it make sense to build a hosted community anymore? If so, what would be the advantage of doing so?

A: Like many things in social business, it depends a lot on the business goal – if awareness is the goal public social networks are better suited to outreach but if there is a lot of content being generated that is exclusive to the community – public networks have really poor content management functionality and lack of controls or easy ways to store/version it.  I typically think of organizational communities forming concentric rings around the organization – the further away you are from the center the less control you need and as you bring people into the corporate ecosystem, they also need to be more integrated into corporate systems.

Q: What are the top three features customers expect in a shopping community?

A: From what I’ve seen the most common features of social shopping communities are discounts, reviews, and early access to products.

Q: How do I cope with SharePoint 2007 until we upgrade to 2010 or migrate beyond? What are good solutions to sit on top of SharePoint 2010: Jive Newsgator, others?

A: Other solutions that integrate with SharePoint are Awareness, Telligent, Lotus Connections, and Igloo software.

Metrics & Measurement

Q: In such a project, what are the KPI often identified and monitored?

A: Ultimately conversion to the business goal – deals, averted support calls, number of leads, reduced time to close/ramp/find info – but it’s important to understand the behaviors that convert and make sure the behavior funnel is progressing…. i.e. people who fill out their profile are likely to ask a question and people who ask questions are likely to absorb more product marketing literature and those who read more literature are more likely to identify themselves as leads.  Executives will care most about the high level conversion metrics but community managers will want to track the behavioral milestones as well to ensure the activity volume that leads to conversion are being hit.

If you have your own perspective on any of the above questions, please share; while we have our perspective, everyone has had different experiences that provide valuable insight.

Rachel Happe on Social Media Vs Community

April 22, 2010 By Jim Storer

The Community Roundtable has partnered with Voce Communications to produce a new podcast series, “Conversations with Community Managers.” In this series, TheCR’s Jim Storer joins forces with Voce’s Doug Haslam to speak with people from a variety of industries about their efforts with community and social media management.

Our third episode features an interview with Rachel Happe, co-founder of The Community Roundtable.

Conversation highlights include:

  • Introduction of the topic: the difference between the roles of social media manager and community manager. Rachel has been thinking on this topic, with posts such as “Social Media is Not Community“
  • Rachel discusses social media as content-based, while community is more specifically relationship-based
  • How should a CMO hire a social media manager? What should they look for?
  • How the type of company effects the need for deeper relationships or less deep connections (is it a scaling problem?)

Download this episode.

Subscribe to this podcast series.

MUSIC CREDIT: “Bleuacide” by graphiqsgroove.

About Conversations with Community Managers*
To better reflect the diverse conversations our podcast covers we’ve changed the name of our long-running series to Community Conversations.
Community Conversations highlights short conversations with some of the smartest minds in the online community and social business space, exploring what they’re working on, why they do what they do, and what advice they have for you.
These episodes are a great way to begin to understand the nuances of community strategy and management.
Each episode is short (usually less than 30 minutes) and focuses on one community management professional.

https://media.blubrry.com/608862/communityroundtable.com/podcasts/CwCM_rachelhappe.mp3

Podcast: Play in new window | Download

Subscribe: Spotify | RSS

The State of Community Management 2010

March 1, 2010 By Rachel Happe

Community management is emerging as a critical discipline for managing social initiatives. From those focused on marketing, to those focused on support, collaboration, knowledge management, human resource development and innovation, community managers are the glue that hold it all together. Yet, most organizations are just beginning to understand how to incorporate community management into their processes and organizational structures.

The Community Roundtable was created to help companies understand and integrate the role of community management into their day-to-day processes. The State of Community Management is our groundbreaking work in aggregating the best practices and lessons learned from our members who have been leading the practice of community management in a variety of contexts – B2B, B2C, marketing, support, and employee oriented.

Our members work in over 35 companies ranging in size from SAP, PerkinElmer, Ernst & Young, Allstate, & EMC to smaller ones like TripAdvisor, SolarWinds, Immaculate Baking, and GHY – provide a rich range of experience and perspectives to share and we are grateful to them for their participation, questions, suggestions, and experience. You’ll hear their collective voice in The State of Community Management and it represents over 180+ years of community management experience.

The State of Community Management is structured around the competencies in the Community Maturity Model – a management framework that articulates the competencies required to effectively manage communities – and links high level analysis to very specific tactical lessons learned about how to execute social programs. It provides guidance that can be used to:

  1. Improve your community management practices
  2. Educate peers, colleagues, and stakeholders
  3. Create a baseline for your community strategy or plans
  4. Identify topics for further research and investigation
  5. Find additional resources

We would like to thank our sponsors – Fuze Box, Powered and Rosetta – who have made it possible to widely distribute The State of Community Management 2010 which was written as a summary of what we learned from members of The Community Roundtable over the course of 2009.

To download the 60+ page report, please tell us a little bit about yourself:

Oops! We could not locate your form.

Roundtable Call: Tribalization of Business Study

July 7, 2009 By Jim Storer

A big part of what we’re trying to build with The Community Roundtable is a peer network that shares what we learn with our broader community. To that end, we made the Community Maturity Model open source and shared our construct for TheCR Quick Case and continue to figure out new ways to give what we’re doing back to the community at large (we’re currently in the process of launching a public podcast series specifically for community managers… more in another post).

The cornerstone of what we do as a member-based organization are Roundtable Calls. They typically start with a brief introduction by a recognized “expert” and then become a facilitated discussion between members, us and the expert. The best practices and stories that are shared during the discussion often result in “aha” moments for members and lead to deeper bonds between the members. We record the calls and write reports summarizing the best practices that we uncover as a group, never attributing insights to individuals (to maintain their privacy).

We hosted a Roundtable Call last month with Francois Gossieaux from Beeline Labs. He gave an excellent overview of the latest installment of the Tribalization of Business study he’s working on with Ed Moran from Deloitte. Following the call we talked with Francois about “open-sourcing” his intro and in typical Francois fashion he said “go for it!”

In the audio below, Francois compares/contrasts quantitative information from the 2008 and 2009 studies, highlighting where he sees big changes. He also shares several qualitative stories that help illustrate how companies are evolving their business practices to better embrace community. Enjoy!

Interested in learning more about becoming a member of The Community Roundtable? Send us a note or ping us on Twitter.

https://media.blubrry.com/608862/community-roundtable.com/audio/conferencecalls/FrancoisGossieaux_Public.mp3

Podcast: Play in new window | Download

Subscribe: Spotify | RSS

The Community Maturity Model

June 16, 2009 By Rachel Happe

Community management is becoming a lot more common at all sorts of organizations – driven by adoption of people doing more and more online and the social media tools that allow for easy conversation and collaboration. As that happens, however, there is a lot of friction due to lack of standards – not just technical standards but also standard expectations and understanding of what community management is and what should be expected of it.

This lack of standards is causing a lot of friction and frustration – particularly for community managers themselves. Companies have bought intosocial media and online community to the extent that they think it’s important and have put some resources into funding community management positions and tools to enable community but there is still a lot of uncertainty about what to expect of both the roles and the tools. That lack of clear articulation can create a lot of pressure and/or missed expectations for community managers.

One of our missions at The Community Roundtable is to further the discipline of community management – not just in our own community but more broadly in the marketplace. Our first effort to define the discipline is our Community Maturity Model:

The Community Roundtable's Community Maturity Model 2019

This model does two things. First, it defines the eight competencies we think are required for successful community management. Second, it attempts – at a high level – to articulate how these competencies progress from organizations without community management that are still highly hierarchical to those that have embraced a networked business ecosystem approach to their entire organization. We use this model in a number of ways:

  • As a mental model for understanding all the areas and skill sets required for community management and hopefully, to remind community managers that it is about assembling a internal team to gather all the required skills – not to try and be the expert in all of them individually
  • As a tool for community managers to educate and set the expectations of colleagues and advocates within the organization
  • As a roadmap for community managers looking to understand what is important to do given their current state of evolution, and in what order
  • To organize content, programing, and conversations within The Community Roundtable
  • As a way to categorize and find best practices and case studies – we will be working with our members on both Quick Cases (techniques and methodologies) as well as full case studies and be matching those with the appropriate box on the matrix
  • As a good model over the long term to develop training

While the Community Maturity Model is something that is core to our services, we also want to ‘open source’ it for those that find it useful.  Feel free to use it either for internal or external presentations – we just ask that you attribute it back to The Community Roundtable.

Eight Competencies to Socializing Your Organization

May 27, 2009 By Rachel Happe

The social media and community space is transitioning from a nice thing to do to an operational discipline across teams/groups/the organization. That transition is actually pretty difficult and disruptive because it requires cultural, leadership, strategy, workflow, and operational changes. However, it is critical if organizations don’t want to have their social efforts isolated from everything else, which doesn’t work very well anyway. The other thing that this transition requires is a common framework for the different competencies involved to give everyone has a common taxonomy and visual for thinking about all the issues included in being ‘social’.

I developed the Community Maturity Model to help people and organizations make sense of the complexity of what socializing their organization means. This model is the basis for how Jim Storer and I are categorizing content and conversations at The Community Roundtable. It’s a good tool to discuss the issues related to community management, a good structure for benchmarking and tracking operational improvements, and a great framework for training or certification.The competencies laid out in the model are:

  1. Strategy
  2. Leadership
  3. Culture
  4. Community Management
  5. Content & Programming
  6. Policy & Governance
  7. Tools
  8. Measurement

Michael Chin (who, as an aside, really gets the culture of the social media world) from KickApps invited me to share my thinking today in a webinar – I’m grateful for his support but also for getting me to put my thinking together in a cogent slide deck. You can find the recording at the KickApps blog but the slides are below.

Eight Competencies to Socializing Your Organization

View more OpenOffice presentations from Rachel Happe.

Cross-posted from The Social Organization

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