#RFTweet: And now for something completely different

Yesterday, Aloft Hotels officially ended their novel #RFTweet process. Most businesses vet PR agencies through a time- and paper-consuming Request for Proposal (RFP) process, one with which we have ample experience. We were game to try something new in the pursuit of a fun, new client.

If you follow @kimballpr on Twitter, you’ll notice that we aren’t hourly tweeters like many other agencies. Frankly, we’re busy writing and calling and posting and tweeting for our clients. But don’t let that lull you into think we can’t deploy our social media skills when necessary. We did what we’re best at, producing a thoughtful yet timely, multimedia-enhanced pitch. Even if we don’t get a call for the second round of vetting, this was a valuable exercise in practicing what we preach, namely:

  • Acting, not reacting, on social media
  • Incorporating video, photos and fun
  • Making use of evergreen content

See our Storify of the experience for the full story.

[View the story “#PitchAloft with Kimball PR” on Storify]

Small Business Saturday

Thanksgiving has always meant turkey, stuffing, gravy and family, but what about and credit cards, shopping bags and cash registers opening at midnight? Although Black Friday has been creeping into Thanksgiving, some consumers have been generating more interest in the shopping day that includes a full day’s break after the feast: Small Business Saturday.

Historic Third Ward Milwaukee / Foter / CC BY-NC-SA

More than ever, this two-year-old shopping event calls for small businesses to undertake special public relations and social media efforts. The Shop Small organization has completed a lot of the leg-work as far as social media, with more than 3.1 million supporters on Facebook.  Plus, the American Express-sponsored event has advertised a $25 gift card offer to cardholders who purchase at small businesses on Saturday, November 24.

However, small businesses should develop a social media plan, tailored to their own shops. By participating in the event through social networking efforts, you can contribute to the community-based “buy local” efforts in your area—as well as help drive your sales. According to the “Shop Small” infographic, independent retailers that are in communities with a “buy local” initiative reported revenue growth of 5.6% on average in 2010, compared to 2.1% for those elsewhere.

The Shop Small website provides pre-made, editable email messages and posts for Twitter, Facebook, Google+ and LinkedIn for the convenience of small businesses. Whether your business follows these outlines or creates your own messages, we’re offering a few tips in spreading the word:

  1. Stick to your usual platforms – Now is not the time to open a social media account to promote this weekend’s event. Continue posting where you have already built your fan base, whether this be through your Facebook page, an email account, or simply the window of your store (you can download free “Shop Small” signage.)
  2. Control your posts – Avoid posting too little so that the message does not go out, but do not post so much that you bother customers. Post enough so that you show your involvement and share how you are participating,
  3. Thank your customers – Do more than just announce the event; give your customers a reason to come out with any special offers or rewards. Then, thank the customers for their support through your original communications channels.

As a small business, we appreciate the efforts of this day in supporting small businesses, as it proved last year with these shops.

As PR professionals, we also applaud American Express for conceiving the idea for the event and setting an example for an increasingly successful – and smart – integrated public relations, marketing and social media campaign for their own business.

We’ll be shopping small and local at the Easton, PA Farmers Market. Who are you supporting this Small Business Saturday?

Photo credit: Historic Third Ward Milwaukee / Foter / CC BY-NC-SA

Can your employee social media policy stand up to court challenges?

jimdeane / Foter / CC BY-NC-ND

Social media policies have been tested in several recent high-profile cases. The case of Andrew Goldman, a freelance columnist for the New York Times Magazine, is almost notorious now. Goldman was suspended from the magazine for tweets to author Jennifer Weiner that were considered profane and sexist.

It’s hard to look away when such a venerable brand undergoes a minor disaster, and the issue has been discussed at length. Over at the Harvard Business Review blogs, Alexandra Samuel ponders whether or not an organization should have such a broad and vague social media policy as the Times does. After all, they claim that it isn’t even written down.

It turns out that such policies may not just be misguided, they may be illegal. In two recent court decisions, the National Labor Relations Board (NLRB) set precedents for what constitutes a legal social media policy. I’m certainly not a lawyer, but I’ll do my best to lay out the basics as it pertains to social media and PR professionals.

Protected and concerted

The first case concerned another major brand — Costco Wholesale. Part of a larger challenge of Costco’s employee handbook by UFCW Local 371, this case dubbed certain provisions against social media usage unlawful. In particular, the ruling stated that Costco cannot prohibit employees from posting “unauthorized” material while on company property. Also, the company’s employee handbook included broad statements prohibiting employees from using social media to discuss and debate pay, sick leave and what they thought about the company. Such prohibitions are apparently illegal under that National Labor Relations Act (NLRA), because such conversations (online or off) are considered “protected and concerted.”

The judge’s decision in the second case was a bit more nuanced. This case concerned a salesman at a car dealership who had been fired after posting two unflattering items about his employer. In the first, he posted a photo with a caption that criticized the dealership’s choice of food for an event, which led to subsequent comments by other employees. The judge deemed this discussion protected under the NLRA, and also understood that this was not why he was fired.

In another set of posts the same day, the salesman posted a photo of and sarcastic comments about a car accident at the neighboring car lot. He was apparently fired for the second set, which did not fall under the protection of the NLRA.

Still, in another case, the dealership was ordered to remove unlawful rules from its social media policy. The policy was deemed too broad and restrictive of employee communications, particularly where it concerned “courteous” language and not damaging the reputation of the dealership.

What’s in your social media policy?

Is this making you panic yet? After all, it seems that most social media policies list rules about not discussing sensitive issues like payroll or anything that will hurt the company’s image. Apparently, under the NLRA, this is illegal. Employees have a right to discuss hours, pay and other employment-related issues. And in both of these cases above, employers got in trouble with policies that were too broad and could be construed to restrict such “protected and concerted” discussions.

However, employers can ask that their employees follow appropriate laws when using social media. Posts that clearly constitute harassment and bullying are never okay and should never be condoned. Furthermore, employees must heed industry-specific laws when discussing their work online. This has been tested many times in the medical professions. Nurses and doctors have both been fired for posts that violate the privacy provisions of HIPAA. Financial sector employees can also be fired for violating industry-specific laws — and they may also face massive fines, as the recent case of a Citigroup analyst demonstrates.

Clearly, this is a far more complex issue than most business owners realize. So how do you write an enforceable, reasonable and legal social media policy? Here are five starting points:

  1. Start with your existing employee handbook and laws governing your industry. This will ensure that social media policies are consistent with current workplace culture and regulations.
  2. Engage employees in the process. Recruit employees who are active on social media to be involved in the development process. Provide social media training for everyone, to make sure that less tech-savvy employees understand enough to follow policies competently.
  3. Engage your lawyer in the process. This should go without saying, but not enough small businesses heed this advice.
  4. Keep your policy narrow. If the above examples tell us anything, it is that employers must be very specific about what behaviors are prohibited.
  5. Don’t put all your eggs in one basket. New social networks emerge and gain significant traction quite frequently. Do not base your entire policy around Facebook and Twitter.

For more information on developing quality social media policies Inc. has a great article, and Socialmedia.biz has an excellent guide. From where I sit, it seems a good place to begin is to encourage your employees to be safe, savvy and engaged participants in the social media sphere. Didactic, restrictive policies won’t necessarily protect your business or foster positive use of social media among your employees.

Photo credit: jimdeane / Foter / CC BY-NC-ND

PR: Unplugged and Untethered

Welcome to autumn: A time when public relations professionals and their clients return to their work-a-day worlds and business-not-so-casual apparel, all lamenting the return to “cube-ville” and the noticeable lack of sand beneath their collective flip flops.

But what if the flip-flops became career-chic? What if client meetings at the beach – or at least in a setting absent stuffy corporate culture – was the norm? What if you never went back to the office again?

It’s not that outlandish of a theory. Mobile technology has empowered employees with the ability to hold meetings and prepare documents using little more than a smartphone. Today’s technology increasingly promises to reduce or eliminate tomorrow’s commute.

Some PR agencies gather only a few times per week in the office for meetings while working from home for the rest of the time. Future generations in the communications field might not even set foot in a physical office if they can complete all work virtually.

Think about it. The virtual workplace would save on time, gas, coffee — and the priceless frustration of traffic or crowded subways.

Moreover, working remotely could actually increase employee engagement. That’s what Edinger Consulting Group founder, Scott Edinger, recently discovered. In his blog, Edinger wrote of feedback from an investment firm with which his firm worked that said employees were actually more engaged and committed while working outside their workplace than when they spent eight or more hours per day in the office.

While office employees are just doorways apart, remote employees who are motivated must work harder to reach out to and connect with their co-workers. This typically yields better results in terms of efficiency and focus. The email and phone encounters of remote workers tend to be more brief and direct, maximizing their time spent together.

Although working remotely might look good on paper as a time and money saver, there can be downsides. Entrepreneur Magazine points out in an article that a business’ valuable information, literally held in employees’ hands, can be hacked, stolen or lost in a moment.

However, as both personal and business matters increasingly move into the cloud, it’s reasonable to conclude employees working remotely will not significantly tip the scales of data security for businesses already operating in this space. Technical issues aside, the social aspect of office environments must not be overlooked. Beyond just getting out of the house (and your pajamas), it’s also about the interaction with co-workers and collaboration that can sometimes only result from face-to-face meetings and hallway conversations.

All that being said, if there is a sector of the workforce best positioned to lead the charge of remote workspaces it is public relations. Our work is defined by relationships, and we’ve been trained to overcome a wide range of barriers to forming those relationships. Whether we work to bridge the distance between cultures, generations, work environments or geography, public relations professionals are always striving to build relationships untethered from the barriers that might separate many others.

The Picture – or Rich Media – Is Worth 1,000 Words

For the public relations practitioners out there, let’s take a poll: How important do you think visual elements are to journalists?

A) Very important.

B) Not important at all.

If you answered A) Very important, then your views align with 80 percent of the journalists polled in a recent PRESSfeed survey who said it is important or very important to “have access to photographs and visual images.”

While your answer might have matched up to journalists, nearly half of the PR practitioners polled said visuals in news stories are not important at all to journalists.

Of the surveyed PR professionals, 45 percent said visuals were unnecessary in news stories. Another 39 percent said the same for press releases. Even considering the wording of the survey and how answers might have been perceived, these results demonstrate a stark divide between journalists and PR practitioners regarding the value and need for visual content.

As social media trends continue to embrace highly visual platforms, such as Instagram, Pinterest and Twitter, I ask: how could the polled PR practitioners not answer in favor of visuals paired with news content?

Although journalists have controlled the media straps for decades with article placements, PR professionals have their hands firmly on the reigns regarding social media content and engagement. The polled PR practitioners should have considered the volume of pictures and video populating all social media pages as they were clicking in answers to the PRESSfeed survey.

PR Newswire also conducted a study demonstrating the increasing number of press release views where visual content is added. In that study, press releases with photos, video and other media receive 77 percent more views than text-only releases – a lesson PR practitioners know – or should know – instinctively, and need to consider when filling out future surveys on the subject. Get the picture?

Sony’s Hacking Response: The Good, the Bad, the Vague

As you have probably heard, Sony has revealed that their customer databases have been hacked twice in the past month, potentially affecting users of their PlayStation Network, Qriocity and Sony Online Entertainment products. Not only have legions of gamers been dealing with a blackout of services that they pay for and fear that their credit card information may have been stolen – but Sony failed to inform them of this massive cyber attack for a week.

According to news reports, Sony learned that they had been hacked on April 19th, took down PlayStation Network service on the 20th, and told customers seven days later, on the 27th. Sony maintains that they were unaware of the breadth of the attack until much later, but I’m not sure that is a good reason for their failure to inform customers more quickly.

Sony gamers, internet security experts, and the odd politician are angry that Sony waited so long. From a PR perspective, the outlook is equally troubling. Sony had an opportunity to take control of the situation and keep this group of highly engaged customers as happy as possible considering the circumstances. Instead, they have turned a challenging situation into a major image problem.

However, I do think some of the lambasting from the press is unwarranted. Sony could have provided more information up front, but they have made great use of the PlayStation blog to consistently communicate with their customers, including lengthy customer Q&As. Of course, the content of that communication could have been better early on.

What do you think? Could Sony have communicated better about this security breach?

Becoming Mobile and Social – Reflections from the IMCA Creative Forum

Finding really valuable take-aways from industry conferences can be a challenge. I went into the IMCA Creative Forum in Atlanta on Feb. 21 with a vested interest (full disclosure: I am on the IMCA board), but also some anticipation to learn more about everything from mobile marketing to social media integration.

Jon Beber of BilltoMobile opened the forum with insight into the incredible impact mobile marketing will have on our lives and the strategies of marketing and communications pros – smart phones, not computers, will drive everyday life and “PC analytics will not work with smart phones.” Mobile marketing needs to be part of the integrated communications mix.

James Wisdom, Director of New Media at Aflac, was a great follow-up with “The Power of Authenticity.” In this context, he discussed Aflac’s response to customer services issues raised on Facebook and their use of the Facebook Causes app: “If social media is talking about a cause, people are okay getting hammered about it.” More information I could use.

John Coombe of Liberty Mutual built on those ideas, describing their success with the Liberty Responsibility Project. He explained how this helped Liberty overcome consumer distrust about insurance and raised brand awareness 50 percent. They engaged customers in a dialogue and celebrated their customers’ responsibility – engaging over 10 million unique visitors. He also pointed out that 67% of agents are engaged in social media. That’s a tidbit that will help.

These are all great ideas and tidbits of information, but how do I sell these to my clients who may be timid or help them pitch their forward-thinking communications ideas to management? No worry – it was Sam Harrison up next with great tools for pitching ideas, all built on that great David Olgivy quote: “Management cannot be expected to recognize a good idea until its presented to them by a good salesperson.” And he added 5 ideas for pitching ideas to management, emphasizing that “passion is a transfer of enthusiasm.”

After lunch, Tom Pytel of Allied World showed how his in-house creative team breaks through the marketing boredom and never lets budget limit creativity. Innovating collateral is not specifically relevant to my work, but it was inspiring to all of us who may be tempted to succumb to mediocrity.

And finally Howard Yermish (he claims to be the only one by that name) on “Internet Marketing, Creativity and Stravinsky.” He captured my interest with: “If you think you can control the flow of information from point A to point B, the Internet will kill you,” and kept on with an inspiring, hour-long presentation on unlocking our creativity using lessons from composers. We then broke into groups to put the theories to the test.

As you can probably tell, I walked away from the Creative Forum bursting with new ideas, my left and right brain feeling some connection. Not only did I gain practical information on mobile marketing and more, but I was inspired to push our clients with bolder ideas – and I have better tools to sell them on these ideas.

Camps and Crises: Lessons for 2011

About this time of year, every year, I have to ask question that nobody wants to think about: what disasters could shut down a summer children’s camp?

This is the time of year when I begin speaking to the children’s camp community about managing and preparing for emergencies and crises in the coming season. I’m beginning the 2011 season with a presentation at the American Camp Association National Conference, which kicked off Tuesday in San Diego.

As you can imagine, there are certain concerns camps must be prepared for every year, like potential camper injuries. However, it’s already clear that 2011 may offer particular challenges for camps:

  • Food allergies: Has it seemed like more and more kids are coming to camp reporting food allergies? It turns out that food allergies truly are on the rise on the rise in the U.S.
  • Extreme weather: On the East Coast, we’ve been experiencing one intense winter. Experts are predicting that extreme weather may continue to be a problem this year. Unusual weather around the world is already affecting global food prices.
  • Infectious disease: With increasingly numbers of children not being vaccinated, we’re seeing an increased potential for outbreaks of childhood diseases that Americans haven’t encountered in decades, like measles and mumps. Plus, pertussis made an unfortunate comeback in 2010.

Of course, some of these concerns may seem like distant possibilities, but H1N1 took camps by surprise in 2009 and no one really knows when or how an emergency will emerge. That’s what makes it so important to prepare for every eventuality with a well thought out emergency response plan. And beyond the logistical considerations of emergency response, camps must also consider communications.

Believe it or not, camps can learn a great deal about effective communications by paying attention to corporate PR blunders. Toyota failed to communicate quickly and effectively about their massive 2010 recalls, sacrificing its reputation (see my earlier post on this). In the wake of the disastrous oil spill in the Gulf of Mexico, BP’s reputation took an even bigger hit because of their ineffective front man and misguided attempt to spin the situation.

Americans angry about the oil spill also took to Twitter and Facebook in droves, with one critic going as far as to create a Twitter account that satirized BP’s corporate PR. Social media and the rise in internet news sources are also relevant to a camp director in times of crisis. This is making it more important than ever to communicate quickly and effectively over a variety of media, even for camps.

What do you think camps should be prepared for in 2011?

(Are you at the ACA conference? You can attend my session on Thursday, February 11 at 10 AM, in Aqua 311.)

Social Media for B2B – Manage Those Expectations

When I walk into meeting with B2B clients and suggest social media strategies, I seem to be evoking similar responses: A curious interest in exploring it, but a healthy skepticism of what benefit it will bring them. It would be stupid to ignore that feedback.

The truth is that while we are engaged with social media on many levels, introducing and sometimes managing efforts for clients, it’s still very tough giving B2B companies tangible reasons to spend time and money. This challenge, along with their reluctance to dedicate internal resources, have led me to a few conclusions, which I am very open to suggestions about:

  • Social media strategies for many B2B operations will have little or no results for some time. It takes time to get connected on LinkedIn and gain followers on Twitter, so while there may be some business opportunities that arise, they will be few at first.
  • It’s okay to introduce social media strategies to B2B companies, but stick to LinkedIn and Twitter, and limit the budget and expectations. If you are expecting someone to allocate marketing budget dollars, they will expect results, and we all know that measurement is tough at best.
  • Some PR/ad/marketing agencies are pushing social media analysis or strategies to clients just to make a buck. Those agencies will lose credibility long-term.

There are opportunities with B2B social media strategies, but best to take small steps and set realistic expectations.

Insurance Agency Stats Illustrate Need for B2B Social Media Adoption

My PR agency works with insurance carriers, MGAs, wholesale brokers and other insurance entities that need to reach agents and brokers to be successful. So when I read a recent article (http://bit.ly/6sBxSO) reporting that less than a quarter of insurance agents and brokers use social media, I was reminded of why it can be a challenge to convince our clients – and any business-to-business company – to implement social media strategies.

Some think it will be a waste of time and resources. Others wonder just how it can help their business. And many just don’t understand it and are reluctant to dedicate time and effort to get up to speed. But to such reluctance, I would cite another statistic from the same magazine article – 20 percent of agents and brokers are considering using social media in 2010.

The plain fact is that social media/networking will continue to grow so it should be part of the marketing and communications strategies for any B2B company. It can supplement your print advertising and email blasts – both of which are declining in effectiveness, by the way. And on the PR side, you probably send press releases, write articles for trade magazines and attend events to network, exhibit or speak. Social media is another tool at your disposal.

Here are a couple of examples:

Social media can help with networking. For example, LinkedIn is an easy, natural way to network. It’s all about relationships and social networking is another way to build and maintain relationships.  One marketing pro I know got a new account the same day he set up his LinkedIn account.

Social media is a great way to connect with your audience and share your insights and expertise. If you are in the insurance industry, for example, Twitter is a way to share information that agents and brokers find helpful in doing business. Don’t try to sell yourself. Use the same reasoning as if you were speaking at an industry event or writing an article for one of the trade magazines. Speak about issues of interest to agents and brokers.

Remember, approach social media like any marketing decision – start with a strategy and turn to experts. Your PR and/or ad agency are a logical choice, but there are also Internet marketing firms that specialize in this. Or read up on it first and do it yourself. It is very easy.

Just don’t let news about slow adoption rates slow you down. Whatever your business, as more and more people adopt social media strategies, you want to be there.