Real People Doing Real Work in Social Media

Interview with Jason Baer of Convince and Convert I was asked to do a podcast interview at 2012 South by Southwest by the uber-talented and witty Jason Baer (@JayBaer). He needs no introduction – he’s the co-author of Revolution Now with Amber Naslund (@AmberNaslund), a book about the impact social media and the real-time Web has on every company, and a recipe for changing business from the inside out in response. I’d highly recommend you pick up a copy you haven’t done so already.

During my sit down interview with Jason, I also got a chance to meet another really cool guy – Eric Boggs (@EricBoggs), CEO of Argyle Social. The banter between the two before and during the podcast made it even that much more fun. Aside from spending time with these gentlemen, I got the chance to share my social media journey at JDA Software (@JDASoftware) in the Social Pros Podcast: Real People Doing Real Work in Social Media. As a digital strategist and practitioner, I know the pains that come with launching, and employing a social media program but more importantly getting executive buy-in.

The journey at JDA has been long…but the return on investment has been significant. In less than two years, we were able to develop a company-wide social media policy, education program, JDA Social Media Ambassador Program, Social Media Buddy Program, launch a corporate blog called Supply Chain Nation, establish JDA Blog Buddy Program, and integrate social media into the overall marketing mix on an ongoing basis.

The success story behind JDA is a case example of what a company can achieve with the right focus and approach, strategy and vision – and it all starts with changing the business from the inside out through executive sponsorship and ongoing education.  To gain a deeper insight into how we did it, take a listen to Social Pros Podcast: Series 7 where I share real world examples of how we do social media marketing well at JDA Software. Special thanks to Jason and Eric for the opportunity to share our story. Also, a special shout out to my team Stephen Phillips (@StevePhillipsPR), Ted Weismann (@TedWeismann), Linsey McNew (@LinseyMcNew) and Andi Narvaez (@AndiNarvaez).

I’d love to hear from you. What are some of the game-changing things you are doing with social media to move the needle within your company?

About Jason Baer

Jason heads up Convince & Convert and provides social media strategic planning and counsel to some of America’s largest companies. For more about the social media and content strategy services provided by Convince & Convert, see visit social media consulting.


PR Audit: A Critical Path to Measuring Success

PR Audit: Measuring for Success

How effective is your PR program? Is your brand reaching the right audience? Is your message resonating? Organizations might understand the importance of measuring their overall share of voice but many fail to audit their PR efforts due to lack of understanding of what the anatomy of an audit should look like. If you’re investing in PR efforts, PR pros need to understand the key elements needed to be as effective as possible in assessing their efforts and creating a powerful PR strategy. I chose this topic because it’s near and dear to my heart. Having managed global agencies for the past 10 years, I’ve come to understand why auditing is a must – not only to demonstrate the power of PR but to understand the gaps that exist so you can align your communication strategy with your organizational strategy. You can’t improve or strengthen your efforts without having visibility into the disconnects. Today, with the vast amount of automated tools out there, it’s important for PR pros to understand the difference between what these tools can do and doing a real assessment that demonstrates true share of voice in the market.

While researching this topic, I found an interesting tidbit in a recent in a blog by Katie Paine’s (@KDPaine)  The Measurement Standard. In the blog, she sites a paper written by measurement maven Louis C. Williams  titled, “Framing Communications Audits to Create Positive Outcomes for Organizations,” by Louis C. Williams. He states: “Few public relations techniques are as mysterious as communication audits. Although the use of them is fairly well known in the industry, seldom has any research been done to determine their ultimate (or, even, their preliminary) value to an organization. Yet organizations continue to spend many dollars on them, hoping they will improve the way communication is conducted within and for the organization.”

Today, the value lies in developing a more sophisticated approach and understanding how an audit might benefit your organization’s strategy, timing, methodology and value expectations. This means aligning your PR goals with organizational objectives. By adopting a consistent auditing process, companies can achieve true visibility into whether their PR efforts are paying off and how they need to adjust. To gain better insight into this process, I turned to my colleague and friend Linda Vandevrede, president and founder of VandeVrede Public Relations, LLC, contributing blogger for Valley PR Blog and PR sensation based in Phoenix.

According to Linda, the purpose of an audit is to take an evaluation of the current public relations process and determine how that maps against the company’s objectives. It will tell you if you’re using the correct strategies and vehicles to reach your goals. She states that the process of an audit is useful because it may unearth issues with something as basic as your messages, and you may decide that you need to tweak your messages rather than your vehicles.  You may even discover that something as simple as your product nomenclature is confusing reporters and customers. It is a valuable tool for unearthing the disconnects that may exist in your PR program.

  • Social media monitoring and PR tools are a dime a dozen. How should organizations approach a PR audit?

The ideal audit includes the face-to-face and/or phone interviews in order to obtain qualitative insights, and the use of social media monitoring tools for quantitative data.

  • Is PR auditing right for every organization? Why is PR auditing important to an organization when you can simply measure impressions from a monitoring tool?

The problem with a monitoring tool is that you can’t always dig down into the whys and wherefores of a particular impression. To supplement automated tools, it’s useful to have conversations in real time with the various audience segments to better understand how they are thinking, as well as to probe for deeper insights. Any company can benefit from a PR audit, regardless of its industry. Particularly in this age of PR 2.0 and conversations, it’s important to understand what people think about you and what is being said about you.

  • How does a PR audit affect your organization’s share of voice in the market?

I have found that many companies think they know what their share of voice is, and what their key messages are, only to learn from the audit that the perceptions are very different. Having a complete PR audit with a written analysis helps you implement customized strategies and tactics knowing that they are based on sound, hard data and not just a gut feeling.  It helps management budget dollars where they are most needed and most effective.

  • Let’s break it down – what are the key steps, or checklist items, to obtain a comprehensive PR audit?

Here is a loose set of steps for a comprehensive PR audit:

    1. Buy-in from management, so they understand why it is being conducted
    2. A personal tour of the company or facilities to get a feel for the “culture”
    3. Compilation of all the various PR materials, including Web and hardcopy, any and all clippings, summary of events that have occurred to date such as open houses, etc.
    4. Formal facilitation meeting conducted with key personnel – these usually take a half-day to a whole day, and review key questions from corporate goals to competitive positioning.
    5. Separate select phone interviews with subject matter experts from the company and related personnel, and influencers (media, customers) for 360-degree feedback.   The influencers’ feedback must be anonymous, i.e. any publication of their comments must not be attributed to the original source when included in the final analysis.
    6. Written analysis based on the formal audit, interviews and review materials, with recommended strategies going forward.   The time elapsed between #1 and #6 usually ranges from 6-8 weeks, depending on how responsive the customers and media are to requests for interviews.
    7. Formal presentation of the results, with follow-up meetings if needed.
  • How can organizations make their PR audit results actionable and make it mean something?

This is often the weakest point of an audit. One team for whom I did an audit wanted to hire me to ensure they had someone to execute on the plan. This is where it really relies on the in-house PR point of contact to ensure upfront that management understands the reason for the audit, and understands that there will be follow-up activities. That point of contact needs to converse frequently with management and update them on the before and after scenarios to prove the value of the audit. Sometimes it helps to bring back in the professional who conducted the audit as an outside force to facilitate.

  • How often should you do a PR audit? Should you outsource or do it in-house?

Audits are helpful every few years, or when there is a major change in an organization, such as a merger or acquisition. They can be performed successfully in-house, but the value of bringing in an outside person or agency is that you then free up the PR contacts to focus on their core responsibilities, as audits are time-consuming. By using an outside person, you also ensure that no one thinks the PR contact has an ax to grind, and many of the target audiences, such as bloggers, customers and reporters, are able to speak more freely and honestly with an outside contact.  They will paint situations and opinions in much more glowing terms when speaking to a company representative.

Other Resources:

Convince and Convert: 4 Ways to Increase Share of Voice

PRSA: Best Practices for PR Measurement in a Difficult Economy

For more information on PR auditing, you can contact Linda at