Simple Template for Social Media Strategy: Update

Two years on, Forrester Research’s POST template for developing a social media strategy still works extremely well

It’s almost two full years now since my post here on the subject Simple Template for Social Media Strategy and still, month in, month out, it keeps coming up as the most visited post on this site.

Time for an update.

A lot of that December 2007 post was about a podcast show I was developing. That’s not what I want to focus on here. The update is more about the strategic approach and accompanying tool provided by Josh Bernoff at Forrester Research, as set out in his post at that time, The POST Method: a systematic approach to social strategy.

At the time of that earlier post I concentrated on the basic structure of the POST system. The acronym stands for People, Objectives, Strategy, Technology, explained as follows:

People: assess your customer’s social computing behaviors

Objectives: decide what you want to accomplish

Strategy: plan for how relationships with customers will change

Technology: decide what social technologies to use

I’ve drawn on this approach many times since, most recently in a workshop I co-presented a couple of months ago.

It works. What’s more, it can prompt the user to take account of a range of previously unconsidered aspects of introducing social media in business or in various organizations.

The approach is central to the book Groundswell, by Josh Bernoff and Charlene Li and I can testify that the book, with its detailed explanations and case studies, still rewards reading and re-reading, a couple of years down the track from when it was first published.

What takes the application of the POST technique from something really interesting to something quite captivating, and something I did not cover in my 2007 post, is the Consumer Profile Tool, which is on the Groundswell site and, courtesy of Forrester and using the code supplied on the Groundswell blog site, can be embedded your own sites.

The consumer profile tool uses the categories of the consumer, as provided by Forrester and the tool utilizes Forrester’s Consumer Technographics data:

  • Creators
  • Critics
  • Collectors
  • Joiners
  • Spectators
  • Inactives

Forrester Consumer Profile tool
You can change the country, the age groups, the gender and have the tool deliver statistically-based graphs to show you the usage patterns of the various groups you want to know about.

I had studied the Forrester “ladder” back when I first read Groundswell, but I got a much better understanding of its significance and its power as a strategy building resource, thanks to an illuminating presentation by Forrester Senior Analyst Steven Noble, at a Social Media Club gathering in Sydney a few months ago. I am indebted to Steven for his very clear explanation of how the framework is applied and insight into the underpinning statistical base.

In the example in the screenshot above, with the age range of 45-54, specifying the US but not specifying gender, I might use that data to start thinking about a project I am actually working on now, focused on the Baby Boomer generation. Yes, the age range for that group is wider, but this picture can help me start to formulate some ideas, which can then be tested.

One of the best things I have found about using the Consumer Profile tool is that it helps, sometimes dramatically, to cut through the preconceptions any of us can develop about who, in different age groups or in gender classifications, use different social media tools. Then, as is illustrated by case studies in the Groundswell book, we can start to think and plan more effectively about which tools might be more or less appropriate for a specific company’s customers and prospects, in particular countries.

For more granularity of data than the free online tool provides, it is necessary to contact Forrester Research. But without wanting to do Forrester out of any business, I have already found the tool in its free version tremendously useful in helping business people get much clearer about where their customers and prospects fit in the social media adoption and usage jigsaw.

So there it is. My promise to myself, to update the most visited blog post on the site, fulfilled.

Have you used the Forrester Consumer Profile tool? Have you found it helpful? I hope you will share your experience.

Groundswell and Social Media in the Global Economy

Groundswell book cover

Charlene Li and Josh Bernoff, top researchers at Forrester Research, are clearly on a winner with their forthcoming book on social media, Groundswell: Winning in a World Transformed by Social Technologies

On the Groundswell blog you can read the Table of Contents and download a fifteen page excerpt.

The promise the book’s promotion on Amazon makes to companies is that, from reading the book, they will learn how to:

  • Evaluate new social technologies as they emerge
  • Determine how different groups of consumers are participating in social technology arenas
  • Apply a four-step process for formulating your future strategy
  • Build social technologies into your business including monitoring your brand value, talking with the groundswell through marketing and PR campaigns, and energizing your best customers to recruit their peers

The reviews I’ve read so far on blogs have all been congratulatory. And on the Social Media Today site, of which I am a member, Jerry Bowles declared the authors Bloggers of the Week.

B.L.Ochman has a glowing review. She is unequivocally enthusiastic:

Get out your magic marker and your sticky notes, and go sit in a corner and read this book. It’s not only the most lucid explanation of how social media has changed the world; it’s a fun read. Buy a copy for all of your clients.

Jacob Morgan is also very positive about the book and recommends it. He emphasizes its value for company executives and others interested in taking action on social media:

If you are company executive or just some guy looking to get involved in social media, this book is really going to open your eyes. In fact this book should be required reading for any company seeking to dive into the social media pool…seriously.

David Berkowitz is another fan, with just one quibble. The fan bit is up front:”…is the best book on social media I’ve ever read, and it may be the best book ever written on the subject.” The quibble is: “…it doesn’t dive deep enough into what goes wrong and how some campaigns could have been better.”

With my interest in the international scene, especially in the Asia Pacific, I’m wondering how much coverage the book gives to developments outside North America. The blurb on the Groundswell blog says:

Groundswell is based on hard consumer data and experience with dozens of companies, large and small, from Procter & Gamble to Ernst & Young to a tiny but wildly successful winery in South Africa.

From the list of case studies, the winery is evidently Stormhoek, which many of us have heard about from the inimitable Hugh MacLeod. With that exception, France’s Credit Mutuel and maybe a few more that I can’t readily discern, the list of case studies or “examples” used seems to be dominated by the North American scene. If the authors’ employer, Forrester, were simply a North American company, that would no doubt be quite understandable. But what the company’s website declares as its “worldwide presence” includes, as well as the United States and Canada, the following locations:

Australia, Brazil, Denmark, France, Germany, Hong Kong, India, Israel, Japan, Korea, The Netherlands, Switzerland, United Kingdom

However, it appears that for a number of those the local presence is a sales office. The research centers are confined to North America and Europe.

Still…

My concern about how clearly applicable or not the arguments in the book are going to be in the wider world are perhaps not well founded. But I was a tad concerned by the following statement in the excerpt:

Technology, the second force driving the groundswell, has changed everything as far as people’s social interactions are concerned. For one thing, nearly everyone’s online – in 2006, that meant 73 percent of Americans and 64 percent of Europeans, for example. (Excerpt, p. 10)

“Nearly everyone”? Ahem, it’s not a lot more than 16% in China (growing certainly and the percentages for Beijing and Shanghai are higher, but still not as high as for North America, although approaching the European).

Yes, in the resources for reviewers, there are some tables which include consumer data from a wider group of countries including Japan and South Korea. What I looked for in vain so far is evidence of involvement at the corporate level in some of these “other” countries.

It may be that the data is not there, or not accessible. Perhaps the book spells that out.

And in general it may be that there is more global referencing in the book than is evident from what I’ve read so far. But as the book is not released till April 21 and then allowing a couple of weeks at least for Amazon to deliver it across the ocean (these days they seem to ship to Australia via Europe, if the last couple of deliveries are anything to go by), I guess I will just have to wait another month or so to find out.

Perhaps too there were review copies sent to bloggers outside North America and I just haven’t picked up on the reviews. If you know of any, I trust you will leave a comment here.

In the meantime, I am sure the book will sell like hotcakes, especially in North America.

(Update April 5: I’m really impressed with the response to this post by the folks at Forrester – as well as the thoughtful comment from co-author Josh Bernoff, I’ve had constructive communications from others at Forrester, via email, and a review copy of the book is being sent – that for me says kudos to Forrester and Harvard Business Press, because in the past some other authors have been told their publishers will not ship review copies outside the US.)

Simple Template for Social Media Strategy

(Update: as this post has been consistently the most visited on this site for the past two years, I felt an update was in order – overdue even. See Simple Template for Social Media Strategy: Update - posted November 30, 2009)

There are sayings that refer ironically to the fact that we can have a business dedicated to meeting other people's needs but fail to use our own skills or resources to meet our own needs.

"The plumber's house always leaks." "The cobbler's children go barefoot."

For me, it's strategy.

I love thinking strategically. Working through the SWOT analysis, envisaging worst case scenarios, developing training systems to meet needs identified in a skills gap analysis, identifying the resources needs and the priorities and the sequencing. Love it.

And I love helping others to think strategically.

I've done a lot of it, both the strategy development and the coaching of others to think strategically. It has advanced my career and earned me a not insignificant amount of money over the years.

Except when it comes to my own business. Then it's a challenge.

Because I'm also an enthusiast. And when I think I have a great idea or a great opportunity, I feel I want to dive in and do whatever seems like a good thing to do right now, rather than to stand back and do the strategic analysis and planning I recommend to and do for others.

To be a bit more precise, it's not that I don't think at all strategically about my own business. More that I don't always do the systematic thinking through and documenting that I do when being paid by others to do that for their businesses.

Case in point. Right now I'm working on setting up a new podcast show to focus on social media in the enterprise. I have plenty of material, a lot of good people I'm hoping will accept an invitation to be interviewed, a name, a registered domain, and enough knowledge, technology and skills to get started.

So I've actually done a lot of the thinking. What I don't have is a written strategy. A half-done mind map doesn't count.

Twitbin buttonSo it was very timely this morning that I glanced at my Twitbin and saw that Jeremiah Owyang, Senior Analyst at Forrester, had provided there a link to a blog post by his colleague Josh Bernoff. The POST Method: a systematic approach to social strategy provides a neat framework for developing a strategy for any social media initiative.

As indicated by the blog post title, the strategy has an acronym, POST, standing for People, Objectives, Strategy, Technology.

People: assess your customer’s social activities

Objectives: decide what you want to accomplish

Strategy: plan for how relationships with customers will change

Technology: decide what social technologies to use

The approach looks simple, but reading through the explanation and thinking about my own experience in developing articulated strategies, I can see it’s roll-up-the-sleeves stuff. Some non-trivial thinking about to be activated.

The POST system, it is explained, is at the heart of the forthcoming book by Josh Bernoff and his colleague Charlene Li, Groundswell: Winning in a World Transformed by Social Technologies

I guess I won’t now be launching the new podcast site today. But when it is launched there will be a strategy in place. Which should in turn help with measurement.

Of course, if I’m to be rigorous in my strategizing, I have to be open to the possibility that a podcast show might not be what I want or need right now. Possible, but I do believe I’ve thought that through enough to press ahead on setting it up. It’s really a backtracking, checking and documenting process I have in mind, rather than re-thinking completely or starting from scratch.

What I’m confident I’ll get greater clarity on, through this process, is how what I’m about to do can be tweaked to meet my objectives better, faster, more economically.

I’m open to suggestions about what I might be missing here.