Understanding Culture for Better Social Media Strategy

One of the most important factors in developing a social media strategy, for businesses large and small, is culture. It is also one of the factors most easily overlooked.

So to make sure it’s not overlooked in my free, 12 month Social Media Webinars 2011 series, I’m making business culture and social media the focus of the August webinar, next week.

Today I’ve been doing some mind maps and jotting down notes on the subject and in the process realizing it is a big enough topic to occupy quite a few webinar sessions. What follows here is a synopsis of my current thinking on the topic.

It’s often the case that more attention is paid to questions of which social media platforms – Facebook, LinkedIn, Google Plus and so on – to use and how, when in fact the subject of culture should be given much more attention, and earlier, than those technology-focused questions.

Cultural issues come into play especially when it comes to setting down policy guidelines or “rules of engagement”. Sometimes these documents are just left to the lawyers or company managers. That aspect has its own value for the process, but it is not enough. Indeed, a too narrow focus on having a document that “satisfies the lawyers” may mean that broader issues of company or industry culture are not addressed or not adequately.

“Culture” of course means different things to different people. In business it is often used fairly loosely, both positively and negatively – “culture of innovation”, “culture of bullying”.

A culture involves certain rules, explicit or “understood”, about what is acceptable, or desired, or expected, and what is not. I usually explain it as “the way we do things around here.”

In organizational terms, culture is strongly related to structure and operational mode – e.g. hierarchical or flat structure, command and control or more encouraging of flexibility and individual operator judgement and decision-making.

And it’s definitely related to industry and company type. Think about the different ways companies operate on a day to day basis in, say, the food, beverage, hospitality, tourism sectors and in mining and construction, or in health services.

There will be issues of more or less regulation, traditions of operation and so on that affect how things are done, how management and staff relate to one another and each of them to customers, partners and competitors.

All of these aspects and more can affect how a social media strategy is constructed and implemented.

If they are not taken into account, a strategy that worked for one company or in one industry can be inappropriately applied in another company or industry and results can accordingly range from disappointing to disastrous.

It’s not just me saying this.

Adam Christensen, for example, in notes accompanying a slide deck on The Impact of Corporate Culture on Social Media (IBM’s Case Study) , wrote:

…culture is, in my view, the most overlooked, underestimated factor determining whether social media succeeds or fails in a company. And when corporate culture and social media are pitted against each other, social media will always fail. Always.

But if the development of a social media strategy incorporates a good understanding of the company culture and the prevailing culture or cultures of the industry the company is in, it stands to reason there should be more chance of having an appropriate and effective strategy.

A related but very important consideration is that of how accommodating or otherwise the company culture may be for engagement via social media.

It may well be that in the process of developing a social media strategy, a judgement emerges that for the strategy to be viable there will need to be some changes to the corporate culture. Better to discover that in the development phase and make appropriate changes than when unforeseen cultural conflict emerges later on.

As a corollary, a decision might be made at that point to not try and change or adapt the culture: it would then be necessary to either change the focus and style of the social media strategy. In practice, some companies might decide at this point to do nothing new and settle for business as usual.

Except that we all know there is no more “business as usual”.

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.