Thesis 14: Strategic Thinking about Social Media is no Substitute for Action

At a certain level, it’s important to think strategically about how your organization will use social media.

After all, if Thesis 4 is true, and if social media really are the defining communications trend of the third millennium, then using these powerful tools in a way that aligns with your overall strategy just makes good business sense.

Strategy is “a plan of action or policy designed to achieve a major or overall aim.” Aimless use of social media is no better than aimless advertising or product development research. It’s never a good idea to devote your organization’s time and resources to an activity that doesn’t relate in some way to an overall strategy. Aimless is pointless.

As B.L. Ochman has chronicled, there’s no shortage of self-proclaimed gurus, experts, specialists and strategists — nearly 16,000 at her last count — on Twitter. She also has a good post on “The only two questions you need to ask your prospective social media agency.” The problem I see with many of the self-proclaimed “gurus” is that they lack experience in tying social media to organizational strategy, and as B.L. says, “they’ll be learning on your dime.”

It’s much better for YOU to learn on your dime. Or your time.

After all, you know the strategic initiatives in your organization. The outside consultants and agencies don’t. Instead of paying them to learn about your organization, why not take the time to learn about social media so you can see how these tools can support your goals?

There is certainly a place for agencies to help in this area, especially if you have more money than time. They may be able to help you refine your plans, and bring perspective from other similar organizations to help you sell management on your plans.

But instead of insisting that you have a grand, fully developed strategy before embarking in social media (and which is accompanied by a hefty planning and consulting price tag that will make the ROI harder to prove,) I would suggest there are some goals compatible with social media strategies that apply for most organizations.

So here are a few goals you might want to pursue in the new year, using social media:

  1. Improving communication and collaboration among employees. Find a work unit in part of your organization that doesn’t deal with your most proprietary or confidential information, and encourage those employees to pilot use of Yammer, PBWiki or other networking and collaboration tools.
  2. Preventing brand-jacking. Claim your organization’s name on popular social networking sites to keep impostors from posing as you. That’s what we did with our Mayo Clinic Twitter account, Facebook page and Mayo Clinic YouTube channel.
  3. Improving customer service. Use social media tools like Twitter to listen to customers. Comcastcares is an example of this.
  4. Reaching niche “audiences” with in-depth content, and helping those “audiences” coalesce into communities. A YouTube channel, blogs and podcasts all may be good tools to use in reaching this goal, as you can provide information and resources to people who really want it, instead of using expensive advertising to interrupt those who don’t.
  5. Learning all you can about social media. By becoming conversant in social media and accustomed to its norms and mores, you’ll see many more specific applications for your work that will support your organization’s goals. I can recommend lots of books, but hands-on experience is essential to understanding. That’s why you might want to become a SMUGgle.

Your social media strategy doesn’t have to be perfect right away. In fact, I believe it should continually evolve as you learn more about the tools and see new applications.

The other point I want to emphasize from the definition of strategy is that it is a “plan of action….” Action without a goal is likely unproductive, but planning without action is even worse. By acting rashly without full consideration you might possibly do the right thing: you could just get lucky. But analysis paralysis means you will consume resources with no hope of accomplishing anything.

So those who seem to be the greatest defenders of strategy run the risk of undermining it.

To avoid this, identify one or two goals for your use of social media, either picking from the list above or something else you have in mind. Goal #5 can always be your personal entry point, if necessary.

Then execute against that plan, putting your strategy into action. General (and later President) Dwight Eisenhower famously said “plans are useless, but planning is indispensable.” I believe his wisdom is best applied in an almost continuous planning process that is accompanied by continuous execution and modification.

Remember, it’s a lot easier to steer a moving car than it is to get it started from a dead stop. If you find yourself going off course, you can always steer back or even tap on the brake. And by choosing some small but well-defined (and likely successful) social media projects, you can build momentum.

In a future post, I’ll tell how we used a series of mini-plans at Mayo Clinic to grow into full-scale incorporation of social media. We’ve had some minor course corrections along the way, but through the process we’ve learned a lot and built momentum that will help carry us forward.

Tweet for Proposals (TFP) on WordPress MU Hosting

Picture 1

My good friend Lucien Engelen (@zorg20) tells the story of how he used Twitter to find someone able to develop an iPhone application for him in an extremely short time. He says it would have taken him weeks to do an RFP or ask one of his analysts to identify options, and by using Twitter he had the whole project completed (and the app in the iTunes store) within just a couple of weeks or so.

I’m taking a lesson from him, but in a different application, and doing my first TFP, or “Tweet for Proposals.”

Here’s the background:

Our Mayo Clinic blogs, including our Health Policy Blog, News Blog, Podcast Blog and Sharing Mayo Clinic, among others, have been hosted on WordPress.com until this point.

We started with WordPress.com because it was easy, fast, reliable and didn’t require us to dedicate IT resources and servers, and because it would eventually enable us to move to a self-hosted solution without losing Google juice. The URLs would all remain the same, but would be pointed to a different server.

I believe the time for our migration has come, and I would like to move our blogs from WordPress.com to a WordPress MU installation to create an easier growth path and also to give us more flexibility in plug-ins, widget embedding, etc.

Here’s what I think we need:

  1. Help setting up the WordPress MU platform.
  2. Help in migration from our existing WordPress.com blogs to the new platform, including mapping each of the URLs to the MU platform.
  3. Hosting and support that is rock solid and available 24/7. WordPress.com has been excellent in meeting traffic surges and has enabled us to focus on content instead of technical issues.

In essence, I think our ideal provider would have experience in migrating blogs from WordPress.com to the WordPress MU platform, and would currently be hosting several blogs on a WordPress MU installation. We’re not looking for a provider to do anything with content or comment moderation, but solely hosting and technical assistance, managing plug-ins, and otherwise enabling us to gain extended functionality as well as flexibility and scalability.

We could consider hosting on our own servers, and if you would want to propose that kind of model, we would be open to discussing. I would like to see, though, if we could get the 24/7 support from someone who is in the server business instead of expecting it from our IT staff.

I would appreciate it if you would pass this TFP on to anyone you think would be qualified, and I welcome any recommendations you have for suitable providers. Please leave them in the comments below. If you want more information or to discuss this off-line, send me a note here: aase (dot) lee (at) mayo (dot) edu.

Ending the Decade with a Bang

Note: This is the Aase family’s 2009 Christmas letter, but with a special twist relating to a major milestone we’re observing today.

Lisa and I have so much for which we are thankful, as God has blessed us so amazingly. The events of 2009, some of which I will recount below, have been mind-blowing. But this also is a significant year for us as a couple, and today is a particularly momentous day, as we celebrate our 25th wedding anniversary. In frequent flyer parlance (you’ll understand the reason for me using the analogy in a bit), I guess that’s the marital equivalent of “Silver Elite” status.

On December 22, 1984 we stood together in front of St. Peter’s Lutheran Church in New Richland, MN, after our wedding:

Newlyweds

A quarter of a century later, she’s every bit as beautiful as she was on that bright and snowy day.

LeeLisa25yrs

We’ve been blessed not only with each other, but with six delightful children, a son-in-law and a granddaughter. And earlier this year, when we were visiting Grand Rapids, Michigan for Evelyn’s first birthday, we learned that she had a sibling on the way. Here’s how Rachel and Kyle decided to spring the news to us, using Aunt Rebekah as the foil:

We found out this month that “Thermie” is a boy, and his name will be Judah Scott. Here’s one of his first baby pictures:

Judah Scott Borg
Judah Scott Borg

In other late-breaking news, we got a call from our oldest son, Jacob, on Saturday night. He announced that he had popped the proverbial question to Alexi Iler and they are now engaged. No date has been set, but we’re looking forward to welcoming her to the family sometime next year.

Jacob and Alexi
Jacob and Alexi

Rebekah and Ruth graduated from high school and Riverland Community College this year, and moved on to continue studies at University of Wisconsin-La Crosse, where Rachel and Jacob had both graduated. They live in a house just off campus. The girls are planning to go into nursing, and Jacob is going back to school to become a physical therapist, and so Bekah and Jake were in the same Chemistry class this fall. That was kind of neat. And I guess Jake has been spending a fair amount of time visiting his sisters, although the fact that Alexi is one of their housemates may be a contributing factor.

We had a great trip to Indianapolis in July for the National Bible Bowl competition, as the team led by Ruth but also including Rebekah and Joe took fifth place. You can read about that trip here, here and here.

Joe went to high school this fall, so John is the only one Lisa is still home schooling. Joe is adjusting well academically, and as a 6’5” freshman is playing with the sophomore basketball team. While Bekah and Ruthie made the transition from home school to high school seem stressful, Joe requires much less maintenance. He’s a pretty easygoing guy. It probably comes in part from being the fifth of six kids.

John is our youngest (11), and earlier this month he and I developed another thing in common: he was diagnosed with celiac disease. I was diagnosed with celiac disease in March, after about 20 years of intermittent IBS-like symptoms. What got us looking in my case was iron deficiency anemia discovered when I tried to give blood. We were thankful the anemia wasn’t due to colon cancer or something else that involves internal bleeding, but it’s been an adjustment to not be able to have wheat, rye or barley products. If you want to know more about this disease, check out this celiac disease post on our Mayo Clinic News Blog that gives background and also some recent Mayo research.

Anyway, we would never have suspected celiac disease in John if I hadn’t been diagnosed, but since it’s hereditary and since he was having some intestinal symptoms, we got him tested. Joe is in the clear, but over the next few weeks we’re going to get the others screened, too.

This year has been an amazing one for me from a career perspective. It started with the launch of our Sharing Mayo Clinic blog in January and a couple of external presentations about social media during the first quarter of the year. Then in April the Minneapolis Star Tribune ran this Sunday piece about our social media work at Mayo, and I also was interviewed for this Good Morning America story about Twitter in healthcare, and things really took off.

It was earlier that month that I had discovered the now-famous video of a delightful older couple playing the piano at Mayo and embedded it within Sharing Mayo Clinic. That kicked off an interesting journey that included me getting a chance to visit and interview them in their home in Ankeny, Iowa, and also to be with them when they played their duet live in the Times Square studio on ABC’s Good Morning America program in New York. It was great to get to meet Sharon Turner, the patient who shot the video, and her daughter, Jodi Hume, who had uploaded it to YouTube, as well as the Cowans’ daughter, DeDe Shour. As I write this, the video has been seen more than 5.3 million times on YouTube.

I traveled a lot this year to spread the word about what we’re doing in social media at Mayo Clinic, and to encourage people in health care and other industries to join the fun. I got to visit Carlsbad, Orlando, Baltimore, Philadelphia, Indianapolis, Chicago, San Francisco, Omaha, Oklahoma City, Milwaukee, New York, Phoenix, Scottsdale, Idaho Falls, Las Vegas, St. Louis, Miami, Boca Raton, London, Amsterdam and Nijmegen (the Netherlands), among others. Between travel and webinars, I did 70 presentations on social media for external audiences in 2009. One of the best parts of this was getting to meet so many people in person (or as we say in social media, IRL – “in real life”) after having first made connections on Twitter, Facebook or SMUG.

Speaking of SMUG, we’ve had an interesting year here, too. It’s hard to say what our “enrollment” is since we don’t charge tuition, but we’re on the verge of 800 “SMUGgles” who have joined the SMUG group on Facebook. The posting of my 35 Social Media Theses on the 492nd anniversary of the day Martin Luther nailed his 95 Theses to the church door at Wittenberg was a highlight, and I hope that in 2010 we will continue to see a social media Reformation in healthcare. I have some ideas in mind for how to help drive that. Stay tuned.

As I write this, we’re enjoying having Rachel and Evelyn at “Old Main” for the week (they flew in yesterday, thanks to frequent flyer miles accumulated a couple of paragraph back), and we expect Kyle will arrive by car tomorrow. We have much to celebrate, and Lisa and I look forward to having the whole family together as we remember Jesus’ birth and also think back not only on the blessings of this year, but also a quarter century of marriage.

We expect 2010 to be quite eventful, with Judah’s arrival and Jacob’s marriage as high points. I’m also approaching my 10-year anniversary of starting work at Mayo Clinic. We hope to avoid any more serious disease diagnoses, but we’re certainly not taking our health and other blessings for granted.

This afternoon’s events provided a vivid reminder of that, as we had a near-inferno caused by Joe plopping his backpack on our kitchen table, near some candles. Here are the charred remains of the paper Joe needs to turn in at school tomorrow:

Charred papers

The backpack itself was a total loss, and as you’ll see in this video, the table isn’t doing that well either. We’re thankful it wasn’t worse, that Ruth was there to notice the problem and that Rachel was able to douse the flames (after Ruth had fanned them.)

We’re glad Old Main is still standing, and all decked out for a Christmas celebration.

OldMain

Merry Christmas and best wishes for 2010!

Thesis 23: Everyone uses social media today

The growth of social networking sites like Facebook and Twitter has been phenomenal, particularly in 2009. Facebook now boasts 350 million active users, while Twitter grew by more than 1,500 percent during 2008 – and then the growth really started to take off in 2009.

Thesis 4 would be reasonable, I think, based on these factors alone. Social media are the defining communications trend of this millennium, which is not to say they are the only important means of communication or that they have supplanted TV, radio and newspaper. (OK, well maybe newspaper.) But they embody the communications characteristic that defines our time: that anyone

But Thesis 23 says social media already are bigger than most people realize, because they don’t just include networking sites for which you need an account to participate, such as Facebook, LinkedIn, Twitter and MySpace.

YouTube is in essence a social networking site for videos, and it is the world’s second-biggest search engine after Google. So everyone who watches a YouTube video is in essence participating in social media. Those videos may even be embedded on  mainstream media Web sites. But the reason we even get a chance to see them is because there is a site like YouTube which is open for anyone to upload a video at no cost. This again is how social media are defining this era.

The other reason I say everyone uses social media comes from the nature of blogs. I heard Susannah Fox of the Pew Internet Project speak at a conference in October, and she said something that validated an opinion I’ve long held. She said she expected that her organization would soon retire one of its standard survey questions because it doesn’t provide reliable information. That question asks whether respondents read blogs or not, and the affirmative percentage has held steady at about 30 percent for the last few years.

But the reality is that a blog is just an easy-to-publish Web site that allows comments. So lots of people are reading blogs as they search and surf the Web, and in most cases there isn’t a flashing icon that alerts readers that they are on a blog. I believe that anyone who spends appreciable time on the Web spends at least some time on blogs. Especially given how search engines like Google favor blogs and YouTube videos, it’s almost inconceivable that someone could do 20 Google searches without ending up on at least one site with social media elements.

So between YouTube, the most popular video source on the Web, and blogs, which are the easiest way to publish a Web site, I believe the overwhelming majority of Web users participate in some way with social media, even if it’s only as a consumer of content.

In Thesis 23 as originally posted I said:

Almost all Web surfers use social media today. They just may not know it.

For the headline of this post, and in keeping with the provocative nature of social media, I just rounded up and said “Everyone.”

I don’t think it’s much of an exaggeration. Everyone uses social media today, whether they know it or not. Even more than that, social media dramatically affect the types and amounts of content available to be consumed.

As social media grow, the proportion of time people spend on sites with social capabilities also will increase, as will the proportion of participants moving from strictly consuming content to at least commenting or rating. And many users will move from the ranks of consumers to producers, especially as the user interfaces continue to get easier.

The fact that you are reading this post means you are a social media user, at least at this moment.

Welcome to the revolution.

Thesis 4: Social Media are the Third Millennium’s Defining Communications Trend

I don’t think this should really need lots of discussion and proof. In the era of Gutenberg and Luther, only the most profound works could be published via the printing press. Thus Luther’s 95 Theses and other works of eternal significance were candidates for mass distribution. Not much else was considered worthy of the expensive paper on which it would be printed.

And of course in those days mass distribution didn’t mean exactly universal distribution, but only to those who had the unusual opportunity and gift of literacy.

But even with limited literacy, Luther’s theses spread like a virtuous version of pandemic flu. They got people talking.

Over the ensuing 480 years or so, the ability to publish remained scarce and therefore precious. And for the last half century, there was a unique development in that a privileged class of editors and programmers could make tastes, and could decide what news was fit to print or worthy for airing.

So journalists attached to someone who owned a printing press, or (in the U.S.) an FCC-granted monopoly license, were unique in their ability to spread news and views to their community. News organizations sold their wares to consumers, or as Chris Anderson, Clay Shirky and others have noted, more accurately sold (or rented) their audiences to advertisers.

The economics of digital abundance and what Shirky calls unlimited perfect copyability, along with development of tools for self-publishing, means that we no longer are hostage to this privileged class. People like us can start a blog, or a podcast, or a YouTube channel that can be accessed from around the globe.

It doesn’t mean we necessarily have a huge audience for our views, but it does give us access, at least loosely based on merit, as judged by individuals instead of only the tastemakers.

The fact that only perhaps 10 percent of potential publishers actually avail themselves of these tools doesn’t lessen their significance.

In warfare the credible threat of force can be just as effective in accomplishing goals as the use of force is. Likewise, the fact that almost everyone has a digital camera at all times (thanks to the ubiquity of camera phones) means the potential cost of an organization treating someone badly is much higher.

In my presentations, I frequently illustrate this point with portions of the Social Media Revolution video, which begins with two questions:

Is social media a fad? Or is it the biggest shift since the Industrial Revolution?

While I agree the development of social media tools is as significant as anything since invention of the steam engine, the cotton gin and other outgrowths of the Industrial Revolution, I prefer to consider social media in the context of communications trends. In that regard, I believe it’s the biggest shift since Gutenberg. At least since Marconi.

In Thesis 3, I will discuss the anomalous (that’s a pretty sophisticated, Chancellor-like word, isn’t it?) nature of the mass media era, and why the era has ended, even as we continue to have mass media outlets in our communications ecosystem.

The fact that Gutenberg’s invention defined the 16th through the 19th centuries didn’t mean it completely replaced verbal communication. And broadcast media didn’t completely replace print in the 20th century. But each defined their era.

Likewise, social media define the Third Millenium, even though they haven’t (and won’t) completely replace mass media.

Meanwhile, here’s a screen shot from the Social Media Revolution video that puts it all in context in just a single frame:

Picture 8

If you have 4:22 to spare, here’s the video in its entirety:

So how do you answer those questions? To what would you compare the social media revolution?