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CIO’s Guide to Establishing Social Media Policy

by Bill Ives

Right off there are two things I like about this Forrester report, The CIO’s Guide to Establishing a Social Media Policy, and I appreciated the review copy. First, they offered guidelines rather than best practices. They covered the issues to cover and the questions to ask. They offered examples instead of definitive answers, recognizing that the final answers are context dependent.  This aligns with the post I recently did building on Luis Suarez and Oscar Berg, Are Enterprise 2.0 Adoption Best Practices Useful? Luis, Oscar, and I said no. While Forrester’s Nigel Fenwick does explicitly take a position on this, his report does not use the words “best practices” or any similar term. In the Nigel’s words. “it includes explanations of the topics that you should consider for inclusion in a social media policy, allowing you to tailor your own policy to the specific needs of your organization and industry.”

Secondly, the policy leads with a positive approach toward social media while acknowledge risk. Nigel writes that, “A well-communicated social media policy should provide a set of guidelines to help your organization leverage the power of social media both internally and externally while protecting the organization’s IP and managing risk associated with employees engaging in online social communities.” It notes that, “even in organizations with a social media policy, IT and the CIO are often seen as roadblocks to social media usage.” In stead it urges CIOs to be evangelists in both using social media effectively and creating effective guidelines to support this effort. It also stresses that this needs to be a cross-functional effort.

One of the drivers of guidelines is that claim that, “ lack of policy, or a highly restrictive policy, can result in reduced employee advocacy in social media communities and can impair the organization’s ability to compete effectively against organizations with a more open policy and empowered workforce.”  You need to effectively employ social media to stay competitive in today’s market. At the same time, the report does not gloss over such risk as legal vulnerability and brand erosion through inappropriate actions.

The report begins with some interesting research that supports the need for an effective policy. As part of the effort, Forrester conducted a survey of social media users. It found that 43% of respondents reported that their organization did not have a social media policy. Another 11% were not sure if a policy existed. Meanwhile, only 26% reported their organizations did not sanction social media access while at work.  The numbers indicate that for many companies employees are accessing social media without a policy to guide their efforts. At the same time Forrester found that if a policy is in place, employees will read it.

The report goes on to provide some useful guidelines and examples. It is available through the Forrrester site.

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67 Comments »

Jesse TorresJuly 14th, 2010 at 6:13 pm

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BillIvesMay 4th, 2010 at 9:26 am

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gunnertechMay 4th, 2010 at 9:27 am

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thelaurenkleinMay 4th, 2010 at 9:33 am

RT @billives: post on Forrester report “The CIO’s Guide to Establishing a Social Media Policy” http://ow.ly/1GJ74 #SM

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ExecnetworksMay 4th, 2010 at 9:34 am

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thegrouperyMay 4th, 2010 at 9:34 am

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pleclareMay 4th, 2010 at 9:41 am

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muelleroMay 4th, 2010 at 9:44 am

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hmccloskeyMay 4th, 2010 at 10:03 am

http://www.fastforwardblog.com/2010/05/04/cio%e2%80%99s-guide-to-establishing-social-media-policy/

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ExecnetworksMay 4th, 2010 at 10:12 am

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This comment was originally posted on Twitter

thegrouperyMay 4th, 2010 at 10:12 am

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asevilliaMay 4th, 2010 at 10:26 am

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LeeTimothyMay 4th, 2010 at 3:20 pm

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MarianBUMay 4th, 2010 at 4:36 pm

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hebsgaardMay 5th, 2010 at 12:04 pm

CIO’s Guide to Establishing Social Media Policy via @billives http://tinyurl.com/36ddg3q

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LitWorks_DTIMay 5th, 2010 at 12:25 pm

RT @Nuix_Software: CIO’s Guide to Establishing Social Media Policy: http://bit.ly/c7CzxC

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ConceptHubMay 5th, 2010 at 2:06 pm

The FASTForward Blog » CIO’s Guide to Establishing Social Media Policy: Enterprise 2.0 Blog: News, Coverage, and C… http://bit.ly/cUcG9c

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SnoBlazeCorpMay 5th, 2010 at 3:15 pm

RT @hebsgaard: CIO’s Guide to Establishing Social Media Policy via @billives http://tinyurl.com/36ddg3q Nice.

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IntegreonEDDMay 5th, 2010 at 4:38 pm

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JohnFMooreMay 5th, 2010 at 8:06 pm

Good post @BillIves on the CIO’s Guide 2 Establishing a #SM Policy (by @NigelFenwick): http://bit.ly/8XI2Vv.. Nigel, can I get review copy?

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NigelFenwickMay 6th, 2010 at 12:59 pm

FASTforward on a recent report for CIOs on establishing Social Media Policy http://bit.ly/af9J7o thanks @billives

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CIO_Exec_CoachMay 7th, 2010 at 9:55 pm

RT @CIOsConnect: CIO’s Guide to Establishing Social Media Policy http://cot.ag/atPkyd [highlights need for proactivity by CIO - PB]

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