Social Media Implementation Checklist

1. Social Media Implementation Checklist Social Media Implementation Checklist Description of Tasks Owner Due Date StatusResearchUse Demand Metrics "Top Social Media Sites Database" to gain a better understanding of when to use over 70 of the top social media sites Jim 1-Feb-12 On TrackConduct an internal audit of existing channels (specifically online - Website, Blogs, Groups, etc.) and use our "Website Audit Tool" todocument results Sally 2-Feb-12 CompletedUse Demand Metrics "Social Media Readiness Assessment" to determine if you are ready to start a Social Media program Bob 3-Feb-12 OverdueReview current online marketing/communication activities and identify GAPs in your "Marketing Communications Plan" for the upcomingyear Jessica 4-Feb-12 At RiskBenchmark Current Efforts (ex. Postings...Good vs. Bad, Successful vs. Disaster) - Internal & External Environment Mike 5-Feb-12 At RiskIdentify Internal Stakeholders and Main Contributors (Departments, Personnel, etc.) for existing Social Media efforts Jim 6-Feb-12 OverdueIdentify External (3rd Party) Thought Leaders & Conversation Drivers (Industry, Topic & Market Specific) Jordan 8-Feb-12 On Hold

2. CompetitorsVisit your competitors websites and conduct a review/audit based on their interaction in the online space Bob 1-Mar-12 On TrackSet up Google Alerts to get email updates on the latest relevant Google results (web, news, etc.) based on your choice of query or topic Jim 7-Feb-12 OverdueUse Demand Metrics "Competitive Social Media Tracking Tool" to monitor your competitors based on Topic Posts, Followers, Interactions,etc. Bob 1-Mar-12 On TrackConduct a Market/Industry analysis to gain a better understand of how social media is being used in your space Bob 1-Mar-12 At RiskCustomersUse Demand Metrics "Social Media Survey Template" to identify opportunities and get a better understanding of how your customers areusing social media Bob 1-Mar-12 On TrackConduct additional research (focus groups, product feedback, etc.) to gain insight into customer interactions and experience Sally 1-Mar-12 On HoldUse Demand Metrics "Customer Profile Template" to identify "early adopters" and who to approach using new channels Mike 1-Mar-12 OverdueBusiness Case CompetitorsVisit your competitors websites and conduct a review/audit based on their interaction in the online space Bob 1-Mar-12 On TrackSet up Google Alerts to get email updates on the latest relevant Google results (web, news, etc.) based on your choice of query or topic Jim 7-Feb-12 OverdueUse Demand Metrics "Competitive Social Media Tracking Tool" to monitor your competitors based on Topic Posts, Followers, Interactions,etc. Bob 1-Mar-12 On TrackConduct a Market/Industry analysis to gain a better understand of how social media is being used in your space Bob 1-Mar-12 At RiskCustomersUse Demand Metrics "Social Media Survey Template" to identify opportunities and get a better understanding of how your customers areusing social media Bob 1-Mar-12 On TrackConduct additional research (focus groups, product feedback, etc.) to gain insight into customer interactions and experience Sally 1-Mar-12 On HoldUse Demand Metrics "Customer Profile Template" to identify "early adopters" and who to approach using new channels Mike 1-Mar-12 OverdueBusiness Case

3. Objectives & KPIs have been documented using Demand Metrics "Social Media Strategy Scorecard" Jordan 1-Jun-12 On HoldA competitive evaluation has been formalized, documented and presented to key stakeholders Jordan 1-Jun-12 At RiskProject Scope is well defined and documented Jordan 1-Jun-12 On TrackSocial Media "Use Cases" have been evaluated, documented and an action plan has been created Jordan 1-Jun-12 On TrackA Business Impact Analysis, ROI Calculation, Cost-Benefit Analysis has been conducted Jordan 1-Jun-12 On TrackProject Schedule has been created (Phased Approach if necessary) Jordan 1-Jun-12 On TrackChannel selection and decision making criterion have been explained and communicated to key stakeholders Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Prioritization Tool" to select the best social media channels Jordan 1-Jun-12 On TrackResource requirements (including contributors) have been selected and allocated to ensure project success Jordan 1-Jun-12 On Track Objectives & KPIs have been documented using Demand Metrics "Social Media Strategy Scorecard" Jordan 1-Jun-12 On HoldA competitive evaluation has been formalized, documented and presented to key stakeholders Jordan 1-Jun-12 At RiskProject Scope is well defined and documented Jordan 1-Jun-12 On TrackSocial Media "Use Cases" have been evaluated, documented and an action plan has been created Jordan 1-Jun-12 On TrackA Business Impact Analysis, ROI Calculation, Cost-Benefit Analysis has been conducted Jordan 1-Jun-12 On TrackProject Schedule has been created (Phased Approach if necessary) Jordan 1-Jun-12 On TrackChannel selection and decision making criterion have been explained and communicated to key stakeholders Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Prioritization Tool" to select the best social media channels Jordan 1-Jun-12 On TrackResource requirements (including contributors) have been selected and allocated to ensure project success Jordan 1-Jun-12 On Track

4. Risks and Contingency Plans have been created, documented, reviewed and approved Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Business Case Template" to organize your research, make recommendations and to formalize yourcase for Social Media Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Channel Map" to formalize and present your action plan for implementation and to obtain approval Jordan 1-Jun-12 On TrackGovernance & SupportSenior Management buy-in and sign-off has been obtained and documented Jordan 1-Jul-12 On TrackBusiness Case has been formally approved Jordan 1-Jul-12 On TrackUse Demand Metrics "Social Media Policy & Guidelines" to create reasonable guidelines for online behavior by employees & contractorswho use Social Media Mike 1-Aug-12 On TrackThe Employee Manual has been updated to include Social Media policies Bob 1-Aug-12 On TrackProvide Social Media Training to employees & contractors Bob 1-Aug-12 On Track Risks and Contingency Plans have been created, documented, reviewed and approved Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Business Case Template" to organize your research, make recommendations and to formalize yourcase for Social Media Jordan 1-Jun-12 On TrackUse Demand Metrics "Social Media Channel Map" to formalize and present your action plan for implementation and to obtain approval Jordan 1-Jun-12 On TrackGovernance & SupportSenior Management buy-in and sign-off has been obtained and documented Jordan 1-Jul-12 On TrackBusiness Case has been formally approved Jordan 1-Jul-12 On TrackUse Demand Metrics "Social Media Policy & Guidelines" to create reasonable guidelines for online behavior by employees & contractorswho use Social Media Mike 1-Aug-12 On TrackThe Employee Manual has been updated to include Social Media policies Bob 1-Aug-12 On TrackProvide Social Media Training to employees & contractors Bob 1-Aug-12 On Track

5. Update Terms of Use Policy on all corporate websites, blogs and intranets Mike 1-Aug-12 On TrackTechnologyConduct an IT audit of infrastructure, bandwidth, and systems to insure a smooth integration Jim 1-Sep-12 On TrackA dedicated staff member has been allocated to work as a liaison between Marketing and IT Jim 1-Sep-12 On TrackThe IT department buy-in has been obtained and roles have been formalized Jim 1-Sep-12 On TrackSchedulingUse Demand Metrics "Social Media Manager Job Description" to formalize the role of the Social Media Program Manager and/or to hire aspecialist Jordan 1-Oct-12 On TrackContent Research has been conducted and a detailed list of relevant conversations (postings, tweets, etc.) has been created Jordan 1-Oct-12 On TrackUse Demand Metrics "Social Media Posting Schedule" to outline dates, times, topics, contributors and keywords Jordan 1-Oct-12 On TrackSocial Media activities have been added into the overall Marketing Communications Calendar & Plan (opportunity for integration have beenidentified) Jordan 1-Oct-12 On Track Update Terms of Use Policy on all corporate websites, blogs and intranets Mike 1-Aug-12 On TrackTechnologyConduct an IT audit of infrastructure, bandwidth, and systems to insure a smooth integration Jim 1-Sep-12 On TrackA dedicated staff member has been allocated to work as a liaison between Marketing and IT Jim 1-Sep-12 On TrackThe IT department buy-in has been obtained and roles have been formalized Jim 1-Sep-12 On TrackSchedulingUse Demand Metrics "Social Media Manager Job Description" to formalize the role of the Social Media Program Manager and/or to hire aspecialist Jordan 1-Oct-12 On TrackContent Research has been conducted and a detailed list of relevant conversations (postings, tweets, etc.) has been created Jordan 1-Oct-12 On TrackUse Demand Metrics "Social Media Posting Schedule" to outline dates, times, topics, contributors and keywords Jordan 1-Oct-12 On TrackSocial Media activities have been added into the overall Marketing Communications Calendar & Plan (opportunity for integration have beenidentified) Jordan 1-Oct-12 On Track

6. ImplementationCreate a "Facebook Page" and begin a dialogue with your audience Jim 1-Nov-12 On TrackCreate a "Thought Leaders Blog" and begin email marketing to relevant lists Sally 1-Dec-12 On TrackOpen Twitter Account and Send first "Tweet" Jordan 1-Dec-12 On TrackCreate a YouTube Channel and post product videos on YouTube Mike 1-Nov-12 On TrackCreate a Flickr account and add most recent event pictures Bob 1-Dec-12 On TrackRequest that employees create LinkedIn profiles and ask them to join your LinkedIn Community Jim 1-Dec-12 On TrackAdd non-proprietary Whitepapers, Research, and Technical documents to Docstoc Jim 1-Nov-12 On TrackAdd non- proprietary sales presentations and research to Slideshare Bob 1-Dec-12 On Track ImplementationCreate a "Facebook Page" and begin a dialogue with your audience Jim 1-Nov-12 On TrackCreate a "Thought Leaders Blog" and begin email marketing to relevant lists Sally 1-Dec-12 On TrackOpen Twitter Account and Send first "Tweet" Jordan 1-Dec-12 On TrackCreate a YouTube Channel and post product videos on YouTube Mike 1-Nov-12 On TrackCreate a Flickr account and add most recent event pictures Bob 1-Dec-12 On TrackRequest that employees create LinkedIn profiles and ask them to join your LinkedIn Community Jim 1-Dec-12 On TrackAdd non-proprietary Whitepapers, Research, and Technical documents to Docstoc Jim 1-Nov-12 On TrackAdd non- proprietary sales presentations and research to Slideshare Bob 1-Dec-12 On Track

7. Download Tweetdeck to streamline the content distribution and update process Jordan 1-Nov-12 On TrackReview social content to ensure a distributed content program (email to friend, re-tweet, Digg, Reddit, ShareThis, etc.) is in place andfunctioning properly Jordan 1-Nov-12 On TrackMetricsAudit Tracking and Analytics Tools for each Social Media channel selected (Google Analytics, Wordpress Admin Analytics, etc.) Jordan 1-Nov-12 On TrackUse Demand Metrics customizable "Social Media Metrics Dashboard" to track pre-determined KPIs Jordan 1-Nov-12 On TrackFormalize your reporting structure and share metrics with all stakeholders involved Jordan 1-Nov-12 On TrackBased on the results of your Social Media program, continually refine and improve your Social Media efforts Jordan 1-Nov-12 On Track Download Tweetdeck to streamline the content distribution and update process Jordan 1-Nov-12 On TrackReview social content to ensure a distributed content program (email to friend, re-tweet, Digg, Reddit, ShareThis, etc.) is in place andfunctioning properly Jordan 1-Nov-12 On TrackMetricsAudit Tracking and Analytics Tools for each Social Media channel selected (Google Analytics, Wordpress Admin Analytics, etc.) Jordan 1-Nov-12 On TrackUse Demand Metrics customizable "Social Media Metrics Dashboard" to track pre-determined KPIs Jordan 1-Nov-12 On TrackFormalize your reporting structure and share metrics with all stakeholders involved Jordan 1-Nov-12 On TrackBased on the results of your Social Media program, continually refine and improve your Social Media efforts Jordan 1-Nov-12 On Track