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Blog Policies: Focus on the People, Not the Platform

Last week at Web 2.0 I sat in on a workshop that the law firm Fenwick & West was hosting on corporate blogging. In short, it was a good discussion and it reiterated what a lot of the sticky legal issues are around corporate and employee blogs and what ultimately companies can (and should) be doing to address them.   It occurred to me, however, after the second or third “dooced blogger study” that blog policies are, generally speaking, really shortsighted -- which got me thinking…

Why are we creating corporate policies that are based on platforms, when we should be creating policies that are based on behaviors?

Don’t get me wrong, I think blog policies are useful and for now they serve a purpose, but if you strip the best blog policy down to its core, it’s nothing more than a company guide for self expression and a basic set of expectations for “good corporate behavior.”   It shouldn’t matter what platform an employee’s using for expression, who cares?  Yesterday it was message boards and email, today it’s blogs and podcasts, tomorrow’s it’s who knows what.  The platforms will change, but the underlying principles that guide sensable employee behavior probably won't.

That said, it seems to me that companies should be exploring ways they can broaden the scope of their policy-thinking or at very least broaden the definition of their exisiting guidelines.  Perhaps a corporate Social Media policy is one way of moving things in that direction...

Also see: Corporate and Employee Blog Policies - Unplugged

The Week That Was

Insane.  That’s probably the best word I can use to describe this week. 

The second annual Web 2.0 conference has reached its close and while hanging out at the conference and “related events” the last few days has been very cool, I have to admit blogger frustration set in pretty quickly as a slew of juicy info bits and bytes fell on my lap and flew across the blogosphere and I just didn’t have the wherewithal (or the time) to add my own two cents to the conversation.  That said, I’m using this post to scratch an itch on all sorts of subjects and observations that shook out of this week -- some related to the conference, some not.

I’ll aim to share a little more substance on some of these when I can resurface from my Web 2.0 stupor.

Technorati/Edelman Blogger Survey – Phil takes an initial stab at analyzing the results and shares some highlights.  It sounds like he’ll be digging deeper on the data and sharing more shortly.  IMO, I think the results are interesting and insightful and “trust” is obviously the big underlying theme here – one that has huge implications for how PR will successfully fit in the blogosphere in the long run.  Steve’s right to argue that we need to balance analysis like this with training and application, but the industry needs some guideposts too and I think this survey is providing that.

Yahoo RSS White Paper – This was presented last night at an after-hours party here in SF.  It’s a good read with some interesting stats, download it here (PDF).  Surprisingly, while RSS adoption is growing rather steadily, the average consumer doesn’t know they’re using it.  It’s hard to say what the implications of these stats are for companies that are dabbling with syndicated content, although I suppose if nothing else, the stats show RSS is finding its way into people’s info consumption patterns – whether they know it or not.  And some would argue that’s enough to justify further experimentation.

Pushing Forward the PR Meme – I need to grok this and share something more substantial later, but generally speaking I think the spirit of what Steve, Jeremy and others are considering  is good and where I and those I work with can share our  insight and experience – in the interest of pushing industry know-how a little further forward -- we should and I’m game.   Period.

Following On-Line Conversations is Hard Work! – When I first read this, my reaction was something like, “yeah, no shit.”  Jeremy captures a pain that cuts to the very core of present day social media monitoring and participation, especially for corporations.  This is the very messy and very *real* part of PR 2.0 that I and many others deal with every day.  Workarounds exist, but man, it could all be so much more efficient..

DIY PR -- I'm going to post something separate on this topic, I need some distance from this week's discussions to get a clearer take on this one, but the question goes: in a Web 2.0 era, where a DIY business mentality has permeated across a crop of new companies, is the importance and need for a dedicated PR program disappearing?

Social Media Policies -- I've been toying with this one for a while now, but I think companies need to broaden their thinking when it comes to employee policy making.  An industry push toward "blog policies" is moving awareness in the right direction, but it's tragically shortsighted too.  I'll have to drivel more on this later.

The Flock Has Landed – Lastly (at least for this post), I want to simply say congrats to my Voce cohorts on the launch of Flock this week.  The coverage, the buzz and the party was amazing.  A few of us are toying with the idea of podcasting some Voce case studies in the near future, this will hopefully be one of them.  Flock on guys...

Novell PR Team Opens Blog

This is interesting, the Novell PR team is using a blog to augment their media program.  This approach, by virtue of the fact that it's authored by a PR team comes with a unique set of challenges -- not least among them is the team's willingness to truely cultivate an "open dialogue" that addresses both the good issues and the bad. 

Regardless, my hat's off to the Novell folks for taking a chance and doing something I think (and have said) will eventually become a best practice for corporate communications.  An excerpt from their opening post:

What we hope to achieve with this site is a more open, more regular dialogue with the media on issues of relevance to Novell, the industry, and the open source community. Press releases will remain an important vehicle for communicating Novell news. Here, we hope to have more regular conversations about developments and issues that may not get into press releases, but are still of interest to those who follow Novell. We encourage active participation and feedback on the site.

The primary posters to the blog from Novell will be the Novell PR team. However, we also plan to include guest bloggers from the ranks of executives, product management, engineering, and more. We hope to make this a site where you can find good, interesting information, opinions and insights into what's happening with Novell and the industry. We commit to being open, although we ask folks to stay on topic. We are a public company, so don't expect us to pronounce on things financial.

[via Andy Lark]

 

What *Not* to Blog About...

Via Anil Dash in reference to Google's recent blog post about Dr. Lee:

Straight from the handbook of "what not to blog about" on a company site comes a single post that discusses (1) a currently-pending lawsuit, (2) a judge's decision in a case that hasn't yet gone to trial, (3) a personnel issue regarding a current employee, and (4) their relationship with Microsoft, their biggest competitor. I guess the moral of the story is that it's good to be a lawyer, but don't try this one at home, kids. Congrats to Google for being way more open with their personal business than they are about their products.  I wonder if their intranet has a page that says "Google HR (Beta)".

Corporate and Employee Blog Policies - Unplugged

Cross-posting (yes, again) to a recap of last week's Voce/Cooley panel on corporate blogging policies.  While I realize this post is painfully long, I think it captures some of the best feedback and practical advice I’ve heard from companies to date.  Enjoy!

Last Thursday, Voce was pleased to co-host a panel discussion with Cooley Godward on corporate and employee blog policies: “How Companies are Adapting to a New Communications Frontier” (more here).

Voce_cooley_panel We would like to extend a big THANK YOU to all the panelists for taking the time to share their insights, advice and anecdotes on how they’re each thinking about and tackling some of the sticky issues around corporate and employee blogs.  We would also like to thank Forrester's Charlene Li for sharing her research and leading a great discussion.

While last week’s event covered a lot of ground and addressed most of the core policy problems companies are grappling with right now, best practices are still largely in development across corporate America -- so the conversation must continue.  With this in mind, we wanted to share a few of the highlights and learnings from the panel in hopes that those who couldn’t attend might still benefit from the discussion and ultimately build on this moving forward.

What’s the value of a corporate blog? (please note responses are paraphrased)

*Chris Shipley/Guidewire Group: Blogging removes the distance people sometimes feel with big monolithic corporations – there’s an inability to relate.  Blogging counters this and can help humanize a company.

*Jeremy Zawodny/Yahoo!: A corporate blog can shape (or reshape) people’s perceptions of a company.  It provides a window into the people and culture and in some cases it provides a better understanding of their products.  He also mentioned that an ancillary benefit of his personal blog and the Yahoo! Search Blog has been its help with recruiting.

*Catherine Peterson/Business Objects: From an investment perspective, corporate blogs have the potential to serve as great sources for incremental information on a company.  She also commented that the humanizing effect that Shipley referred to can also influence a growing population of people who are seeking that type of connection with the companies they invest in.

What’s the downside of a corporate blog?

*Zawodny: The time commitment typically surprises people – in terms of creating content and actively monitoring things.

*Peterson: Quoted Warren Buffett: “It’s easier to not get in trouble then to get yourself out of trouble.” Point being that companies are doing business in an increasingly regulated environment and that for some it may be easier (read safer) to remain conservative with external communication than to take a risk with a company blog.

Do you have an employee blog policy?  How was it created?

*Peterson: Yes, it was born out of corp. comm., but several departments were involved in its development.  Also, Business Objects’ developer community played an important role in its creation.

*Zawodny: Yes, and he shared some of the thinking behind Yahoo!’s policy. Yahoo!’s focus was less on setting limitations and more on sharing best practices.  Zawodny, speaking from his own experience, explained that there are a lot of gray areas when it comes to blogging about company and industry issues and that Yahoo’s guidelines were designed to help people navigate through the lessons he and other Yahoo bloggers have learned.

*Jodi Baumann/NetApp: Yes, although after further research, her team decided not to create a separate blogging policy and to instead incorporate a few additional guidelines into the standard employee agreement.

*Charlene Li/Forrester: Profiled IBM and how it created its corporate blogging policy over the course of 10 days through the use of an employee wiki for soliciting input and edits.

What are the legal risks of blogging?

*Chuck Schwab/Cooley Godward: New technologies can be problematic for businesses because it’s not always clear how (or if) existing laws will apply to them. But with respect to blogs, the three biggest areas of legal risk are:

1). Protecting the company’s intellectual property
2). Slander and invasion of privacy
3). Security law

Employees haven’t really been in a position (historically speaking) where they can make risky public statements that can spread globally. Now they can, so there’s a greater need for companies to be proactive with their thinking around policy.  Its’ not enough to say, “Just use common sense” because there are too many gray areas.

Is a policy enough?  What happens when it’s broken?

*Schwab: Establishing some sort of blogging policy or at least adding some language into employee agreements should suffice for most companies.  Each organization will need to decide what the appropriate recourse is for not abiding by the ground rules (referenced Mark Jen).  NOT having a policy in place will certainly make this more problematic for companies.

Can a company regulate an employee’s blog?

*Schwab: Legally, there’s no basis for telling employees what they can and cannot blog about, as long as they’re not sharing company IP, breaking security law, etc.

*Baumann: Shared that there are instances were an employee can blog and stay within the boundaries of the corporate policy, but still say things that are harmful and damaging to the reputation of the company.

*Schwab: Companies can’t do anything to prohibit basic constitutional freedoms, however in instances where the employee is associating the employer’s brand with his or her own personal interests, then the company has grounds for taking action.

What’s IR’s biggest concern with a corporate blog?

*Peterson: Materiality is the biggest issue.  Hints to product release timing, forward-looking statements, speculation on deals, customer relationships, partnerships, etc., are what IR departments are most concerned with.  The other concern/question is “will this [corporate blog] really benefit the business and offer value to the investors?”  Every company needs to do its own cost/benefit analysis.

Who’s involved in content approval for your corporate blog?

*Baumann: Corp. comm., and no one else.  As needed, some content may get “escalated” up the food chain to IR or legal for review, but that’s on an as-needed basis.  The discretion lies with PR.  The reason being that too many hands in the approval process would inevitably affect the content and hinder the frequency of posts.

*Zawodny: PR is involved in the approval process, although as time passes and comfort levels increase, the PR team is beginning to step back and only intercede as needed.

*Peterson: Every company should have at least two people reviewing content – if for nothing else but an extra set of eyes.  It’s too easy to mistakenly share info that could prove problematic if no one else is checking the copy.

Are there any legal liabilities with enabling comments and/or trackbacks?

*Schwab: The Communications Decency Act should protect companies from the comments readers may leave on a corporate blog.  Also, the Digital Millennium Copyright Act should protect companies where copyright infringement is concerned (e.g., a commenter leaves a link to a copyrighted video or music file).

*Zawodny: Most of the comments the Yahoo Search blog receives are positive and neutral. A small percentage are negative and are typically dealt with on a case-by-case, depending on the sensitivity of the issue among other things.  He also mentioned that the Search team would rather see dissenting opinions being shared in a forum where they can be seen and acted upon, verses festering on a message board or blog in a distant corner of the Web.

FT: Rise of the Corporate Blogger

A great update piece on the state of corporate blogging appears in today's Financial Times

For all the hype, the corporate blogosphere remains uncharted territory as executives, public relations staff and legal experts are just beginning to work out how they might harness the potential of web logs without putting themselves or their companies at risk....The advent of blogging is starting to make companies think about how they will be expected to engage their customers and employees in two-way conversations in real time - whether they like it or not.

This is *exactly* why we're teaming up with Cooley on next week's panel discussion.  There's no lack of information or experts on corporate blogging these days, but we need to start seperating the wheat from the chaff, move past the conceptual to the practical, seperate myth from fact, and all that good stuff, you get the gist...the best way to do this is to hear first-hand how companies are addressing the issues behind corporate blogging (the good and the bad) right now, directly.

Voce, Cooley Co-Hosting Panel on Corp Blogs

I’m *really* fired up about an event Voce has in the works for next week so I’m cross-posting a piece here that I recently scribbled for the Voce Nation.

In short, we’re teaming up with the law firm Cooley Godward on a panel discussion that will dissect some of the policy/legal issues organizations should consider as they move forward with corporate blogging initiatives.  As I’ve said before, I think one of the biggest hurdles to larger scale adoption of corporate blogging resides with a lack of education and understanding of what the real and perceived risks are of corporate and employee blogs.  This, plus a dearth of good corporate blogging models and best practices to mirror – or at least a lack of open access to the people behind these efforts – is more than enough to deter most organizations from pushing forward with their plans.

That said, I think we’ve assembled a great panel of speakers – all of which can talk directly to these issues and more important, really arm the attendees with some practical advice and best practices that they can take back and share with their organizations. The original post follows below.  If you’re interested in receiving an invite, leave a comment here or drop me a note and I’ll see what I can do.

As corporate America continues to examine the impact of social media on business, particularly blogging, it’s clear that some significant challenges remain, not least among them are legal and communication issues involving fair disclosure, corporate policy and to a greater extent, freedom of speech.  While a growing number of companies recognize the need for transparency in their communication with customers, partners, investors, and the media -- and see social media as a means for helping with this important goal -- transparency must be balanced with purpose and responsibility.

With this in mind, Voce’s teaming up with Cooley Godward and co-hosting a roundtable discussion on corporate blogging next Wednesday evening, July 20th in Palo Alto.  The purpose of the discussion is to examine and hear first-hand how some of today’s leading corporations and decision makers are approaching the new opportunities and challenges of business blogging.

A select group of panelists will lead the discussion and share their views on corporate, executive and employee blogs and how they are deploying them, or not, within their organizations.

The panel includes:

Charlene Li, principal analyst at Forrester Research will moderate the discussion.

Unfortunately seating is limited, so if you’re a corporate communicator, marketing practitioner or legal professional that’s grappling with these issues and would like to attend, please email John Welton or call 650/228-5183 and request an invitation.

So Much for Participatory Media

The Venture County Star recently announced that it has shut off comments on its website because the tone of those comments had grown too vicious and incendiary.

[snip] Today we stopped live, unmoderated comments on the stories on our website," wrote John Moore, assistant managing editor for new media and technology at the Star. "It's a response to the abuse of the comments and, quite honestly, no one here involved in the decision is happy about having to do it. But it had to be done."

[snip] Wonderful conversations ensued," Moore recounted. "Readers began talking with each other, offering opinions, raising the bar of discourse in the county. They were voices we didn't normally hear from. The comments made many of us a little nervous. They were a little raw for our taste; language and opinions that we don't normally see in print. But they were real. For awhile."

[snip] "The viciousness of the comments began to escalate," according to Moore. "We found more and more of our time was being spent moderating the comments. With comments posted on dozens of stories, it ate up much of our day." That's when the Star's staff decided to eliminate the comments.

For all the promise and potential of participatory media, comment control is guaranteed to be one of its biggest pains.  This same issue is bouncing around corporate conference rooms everywhere as companies plot out their blogging initiatives.  The good news is that I think the problem’s relatively manageable.  Here’s what I typically advise:

Enable comments: Assume your community of readers will act responsibly until they prove otherwise.  Should problems arise, you’re well within you right to turn comments off.

Create a comment policy: Protect yourself and your community with a simple comment policy.  For example, if a comment is off topic or inappropriate, you reserve the right to have it removed.  More stringent policies might require agreement with corporate usage guidelines and service terms.  Also, on a related note, consider whether or not a privacy policy should be shared.

Close old comment threads: Regularly disable comment threads on posts older than 30 days There’s really no need to keep comments active on last month’s posts.  By keeping them open you’re inviting comment spam and creating more maintenance work then necessary.

In addition to these three suggestions, look into what controls your blog software or website hosting providers offer to help you minimize the time spent managing comments.

Blogger Relations?

Yup, that's what DC-based Issues Dynamics, Inc. (IDI) is calling its new internet communications service.  IDI issued this press release in support of the new service launch.  I'll have to grok this for comment later, but for now I think Dave Winer captures this news best with "Oy...."

Jonathan Schwartz on The Red Couch

Shel Israel has a great profile piece on Sun COO Joanathan Schwartz and his approach to corporate blogging.  Noel Hartzell, executive communications director, is quoted in the piece and shares some interesting insights:

Sun’s blogging explosion was embraced without ambivalence by the corporate communications people. “Most PR teams would cringe, but ours didn’t. We have a transparent culture and competitors like HP do not. Our PR team is thinking about how to use technology and culture as a corporate weapon and blogging does both. Hartzell added, “Sun is a company whose success is based on building communities. So a key function of the communications team is to be an information gatherer, analyzer and counselor on participating in these communities. A bad way to do PR is to blast press releases every Thursday. We help feed the right information into the right channels. What could be better for a PR organization than blogs?”