OCRN: Interview with Paula Drum of H&R Block

Wednesday, August 20. 2008

Jake McKee of CommunityGuy.com interviews Paula Drum of H&R block about their community & social media strategy, and working with legal. Great insight from a big brand.

This video was originally released to Online Community Research Network members. For information on joining, click here.

Posted by Bill Johnston in OC Expert Interviews at 18:14 | Comments (0) | Trackbacks (0)
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Online Community Governance: The Project Brief

Thursday, August 14. 2008

One of the biggest challenges for those leading the community efforts for large organizations (or really, orgs of most sizes) is ensuring that the hosted community efforts of the organization are appropriate, valuable (both to the org and to the member / customer) and sustainable.

First, a little context. I worked at Autodesk for 6 years as the Online Experience Manager (basically a chief IA). The internal web team was structured as an agency within the company, and each division was a "client". This approach has pros and cons that I won't go in to now, but for the purposes of the conversation today, the effect was that we had oversight over most online activities, including any hosted community activity. One of the tools we used to ensure a quality online experience was to have our clients fill out a simple project brief describing their vision for the community.

Specifically, the brief covered:

  • Client Team and Stakeholders

  • A Summary of the initial community vision and purpose / rationale

  • Executive sponsorship

  • Community Manager and extended staff

  • Desired features and content

  • Goals "what does success look like?"

  • Budget

  • Launch date


I'm attaching a heavily modified version of the brief I used, updated with the benefit of a bit of hindsight.

I'd really love feedback on this, and would love to hear if you actually find it of use in your day to day practice.

You can download the brief template here:

oncomm_project_brief_v1
Posted by Bill Johnston in Key Resources at 14:02 | Comment (1) | Trackbacks (0)
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OCRN: Interview with Sean O'Driscoll - working with Legal

Wednesday, August 6. 2008

Jake McKee has been conducting a series of interviews with Online Community experts for the Online Community Research Network.

The latest is with Sean O'Driscoll (formerly of Microsoft) about working with the legal team on building communities.



Please let add your thoughts via comments.

Also - drop me a line and let me know what you think about the value of these interviews - bjohnston@forumone.com
Posted by Bill Johnston in OC Expert Interviews at 13:48 | Comments (0) | Trackbacks (0)
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Online Community Research Network: Our Research Agenda

Monday, August 4. 2008

Over the last 3 years we've conducted research with over a 1000 organizations actively engaged with online communties, including Fortune 500 companies, cutting edge community-based startups and some of the world's leading non-profit organizations.

We are currently conducting 6 studies annually, and we typically release the research reports (for a limited time).

Currently available (free) research reports include:
Identity, Reputation & Ranking:
The Identity, Reputation & Ranking research project studied current practice with online identity, member reputation (including reputation systems and programs) and content ranking techniques.
Key findings from the study include:
- Members typically don’t fill out non-required profile fields;
- Slightly less than 1/3 of the respondents (32%) have, or plan on making member’s profiles portable in the next 6 months;
- Slightly less than 1/3 of the respondents (32%) have, or plan on implementing a universal ID solution in the next 6 months;
- The majority of respondents have, or are developing a reputation system for their communities.
Download this report (free).

Online Community Revenue and ROI Techniques:
The Online Community Revenue and ROI Techniques research project studied revenue streams of online communities as well as monetary and non-monetary measurements of value.
Key findings from the study include:
- Respondents generally valued non-fiduciary dimensions of value, like loyalty, over direct revenue.
- The most effective revenue generating techniques were advertising and charging for community subscription.
- A member-first attitude is needed when considering the addition of fee-based or revenue-generating services. The best way to find out what your members do or don’t want? Ask them.
Download this report (free).

Marketing & Online Communities:
The Marketing & Online Communities research project was intended to study the intersection of current marketing practices and online community building.
Key takeaways from the study include:
- A list of community marketing tactics that community hosts engage in;
- Feedback on the most effective marketing tactics;
- Host policies that marketers must adhere to;
Download this report (free).

Research Reports Available to OCRN Members:
Online Community: Marketing, Growth and Engagement Report / July 2008 (also available for purchase)
Online Community ROI: Models and Reports / February 2008
Online Community ROI Research Report / April 2007
Online Community Metrics: February, 2007
Online Community Metrics: Best Practices Survey / March 2006
Blogs, Wikis and Workspaces: June 2006

Our Research Calendar for this quarter includes:

Online Community Compensation (team structure, titles and compensation packages from over 250 community professionals): to be published August 2008
Community Vendor Satisfaction (Platform & Services): to be published September 2008

In addition to all the research reports, OCRN members get an active say in steering the research agenda, and also help shape the research instruments.

To find out more about the OCRN, please feel free to ping me.
Posted by Bill Johnston in Online Community Research at 00:11 | Comments (0) | Trackbacks (0)
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Online Community Engagement: Recent Research

Friday, July 18. 2008



We conducted the Online Community Marketing, Growth and Engagement research study in May of this year, as part of the continuing efforts of the Online Community Research Network. Our goal was to gain insight into how people are measuring engagement in their online communities and to understand how many organizations were using an elite / influencer program, and how those programs were structured.

One of the most interesting findings was around the concept of member engagement. Both the definition as well as the process of measuring engagement varied across the respondent organizations.

Highlights From the Report:

Most people determine the level of engagement based on the amount of activity and the amount of content created (forum posts, reviews, discussions, diggs, links added, comments and content, etc.). They also look at the amount of time spent on the site as one of the main measurements of engagement. Another important dimension, which only a few respondents mentioned is the number and quality of connections that a member has with the host organization (in some cases brand) and other community members.

Leading Indicators
A few respondents were using a set of "Leading indicators" to benchmark and track engagement:
• "1) Logged in/accessed the site; 2) Posted comments to the site; 3) Posted substantive content (e.g. conversation-starting forum topic) to the site; 4) Completed profile/member survey"
• "Engagement encompasses not only logins to the site, but activity: Digging/burying stories, submitting content and engaging in discussions on specific stories."

An ideal Engagement Metric
Based on aggregate responses, the following metrics would be ideal for rolling up into an engagement metric.
• Amount of activity on site: page views, logins, searches, feature usage
• Number and type of content items created: discussion posts, tags, shared content, etc.
• Number of connections / relationships created: friends added to network, or inferred via frequent discussion exchanges
• Time on site: Total time per month
• Frequency of visits: / per month
• Recommendations: Members referring new community members, passing along community content outside of community, blogging about / promoting community

A perspective on member engagement:
One Fortune 100 Financial Services firm that responded to the survey uses the following definition / measurements of “Engagement”:

“We define engagement in a few different ways.

1) Very tactically in the community. Tactically: How many have registered? What are their posting rates? How often are they are engaging in the community?

2) Strategically with higher-level brand metrics: looking at how this pays off for our overall brand goal. [Company] uses a Net Promoter Score to measure the health of the brand.

We ask “Would you recommend [Company] to your friends?” on a scale of 1-10.

Then we subtract the people who answer low (either 1-3 or 1-5), from the people who answer high (9-10) that yes, they definitely would recommend [Company] to their friends.

That gives us a percentage and we measure it for the [Company] brand and at each of the product levels.

The community is about overall brand engagement and how the community drives loyalty and membership within the [Company] brand.”


Fostering Engagement
All of the responses to the question about fostering engagement raise the point that as community host, you have responsibility for half of the conversation with community members. Themes of regular communication, active listening, strong moderation, fostering discussion and recognition emerged in the responses.

The most popular ways to improve member engagement include:
• Regular and easy communications:
“Send email – ones that are targeted and provide interesting news. We found over our 500 or so communities that those who send regular (monthly) email to members have 7x engagement numbers compared to those who did it less than once every other month.”

• Skilled moderation:
“Keep the forums on topic and firm but fair moderation. “

• Keep content fresh.

• Fostering discussion:
“Encouraging conversation. Sometimes, this means highlighting a potentially divisive, opinionated comment and inviting response. Sometimes, this means asking questions that everyone has an answer to, and nobody minds sharing.”

• Listening to participants:
“Seek member feedback and perspective, build meaningful connections”

• Recognizing members who participate:
“Create a sense of value to their participation.”

The full report is available to Online Community Research Network members. If you are interested in this report (and others), please consider joining the Network. Details are available here: http://www.onlinecommunityresearch.com
Posted by Bill Johnston in Online Community Research at 16:49 | Comments (3) | Trackbacks (0)
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Online Community Expert Interview: Mario Anima, Current

Wednesday, July 16. 2008

This month's Expert Interview is with Mario Anima, Director of Online Community at Current. Mario was kind enough to spend time answering a few questions about Current, the unique community that he helps manage, and the intersection of traditional, new and social media.


Mario Anima
Director, Online Community
Current

"I’m obsessed with online communities, products, and technology. I love when these three things converge, but i’m also a huge film geek, avid reader, and have been known to enjoy video games and music."


photo by Scott Beale / Laughing Squid



Q: Can you tell us a little bit about Current?

A: Current is a television station wrapped up in an online social media site at Current.com. Essentially, our community submits videos, news stories, blog posts, and anything else they find around the web (or create themselves) to Current.com, and then our community votes on the submitted stories to help collaboratively determine what gets made into TV segments (called pods) and aired on Current TV. We also have a full swing production team that produces regular programs like infoMania and Vanguard.

Q: What has surprised you most about managing a community of newgatherers and newsmakers?


A: Everyone involved in a social online community has a dedicated interest, and these interests range from the constructive to the destructive depending on who they are. Seems obvious enough. On Current, however, things can be uniquely rewarding and difficult. Diffusing situations is commonplace in communities, but more often than not, our team finds themselves diffusing dustups between community members who are undergoing an ideological clash of greater proportions. It’s both rewarding and challenging to be caught in between two people who really are committed to being informative, but are on the polar opposite sides of the spectrum ideologically.

Q: What has been one (or some) of the most difficult issues to manage in your community? How did you handle?


A: Censorship. We are largely a social news site, so issues with the censorship crop up frequently. It’s an ongoing issue, but one that we are trying to manage this with transparency and openness. We have a group of online programmers who help facilitate the transition of content from the Internet to TV. Things crop up, sometimes sources are not credible, other times we don’t have the rights to use video that our community really found compelling. We are trying to get better at messaging these decisions in a way that doesn’t leave the community scratching their heads.

Q: What advice would you give to someone interested in becoming a community manager?


A: You really, really, really have to love being online, being socially active in online communities, and being willing to jump into just about any situation as called for. In addition to that, you also need to have a keen eye and understanding of when and when not to dive in. It takes dedication and patience, but those are two of the most commonly shared attributes I’ve found amongst other community managers.

Q: What online community and social networking trends do you see on the horizon that are the most interesting to you?

A: Well, the whole micro-blogging thing is extremely powerful, although it’s been talked to death lately. I really think aggregation of social content/profiles still has a way to go, but there are some opportunities there. I think overall, media as we know it will continue to evolve thanks to the Internet and the social networks that continue to crop up. I’m very excited about the mobility and portability of identity and content.
Posted by Bill Johnston in OC Expert Interviews at 13:21 | Comments (0) | Trackback (1)
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Online Community Unconference 2008: Wiki Now Open

Tuesday, July 8. 2008



The wiki for the Online Community Unconference 2008 is now open to all for reading / commenting. Of particular value are the session notes.

The wiki can be found here:
http://www.socialtext.net/ocu2008

Selected session notes include:
Worst Case Scenerios - What to do when things go terribly wrong

Cross Networking Madness - How are niche communities using data portability

Building the Collaboration Ecosystem - All components for community building success

Community Management 101: How to get started in this big wide world

Managing communities across multiple sites - Twitter, FB, MySpace, etc...

Community Year One - Phases, Activities, Successes

The platforms for community are SH*T. Discuss

Managing Entitlement - wrangling with the elite & noisy

There were over 40 sessions, and most have some level of documentation on the wiki.

Enjoy!
Posted by Bill Johnston in Events at 23:37 | Comments (0) | Trackbacks (0)
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Online Community Compensation: Your Input Needed

Sunday, July 6. 2008

At the Online Community Unconference a couple of weeks ago, it became clear to me that we are at an inflection point with the "industry" of Online Community. On of the key issues community professionals face is that we (as an industry) are suffering from a lack of solid benchmarks, including compensation of online community professionals. The key purpose of the Online Community Research Network is to work in a collaborative way to research current practice and help establish these benchmarks.

We have put together a short survey about online community professionals compensation, team structure, and current job satisfaction.

The survey can be found here:
<http://www.surveymonkey.com/s.aspx?sm=dmkh9tZ6vZHyheMFqv2mcg_3d_3d>

If you are charged with community management, strategy or design at your organization, I would encourage you to respond to the survey. We are seeking input from all types of organizations, and all levels of seniority.

If you decide to participate, there are few things to note:
• All participants will receive a copy of the final (aggregate) report.
• All data will be processed and compiled in aggregate. Data will not be reviewed or presented in a personally (or company) identifiable way.
• All participants are entered in to a drawing for 1 of 10 $25 Starbucks coffee cards.

If you have any questions about the study, please feel free to contact me. We hope to close the survey by July 17th.
Posted by Bill Johnston in Online Community Research at 00:52 | Comments (0) | Trackbacks (0)
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Online Community Unconference 2008: It's a Wrap

Friday, June 20. 2008

The Online Community Unconference was held this Wednesday at the Computer History Museum in Mountain View.

How was it? In a word? AWESOME.

We had 250 participants from a diverse range of organizations, including Google, Yahoo!, Microsoft, Linden Lab, SeeqPod, Flickr, LinkedIn, Cisco, Sun and Current TV.

We had a jam packed day (started @ 8:30 and ran until 5:30). The energy was palpable. Check out the short video I shot below of folks reviewing the session grid shortly before session 1.



Over the course of the day, participants held over 50 sessions about community strategy, UX, management, member engagement and technology.

Session topics included:

  • How do we motivate empowered users to participate positively
  • Worst Case Scenerios - What to do when things go terribly wrong
  • The Numbers Behind Trust - The hidden numbers that govern group dynamics
  • Internationalizing content & community
  • Meet them where they are vs. If you build it they will come
  • Building the Collaboration Ecosystem - All components for community building success
  • Cross Networking Madness - How are niche communities using data portability
  • Community Management 101: How to get started in this big wide world
  • Web 2.0 Components to build B2B Collaborative Communities
  • Community Year One - Phases, Activities, Successes
  • Community Management 2.0 - Success & Failures
  • The platforms for community are SH*T. Discuss
  • Effective Ambassador programs
  • Pulling the plug - how/when/why?


My observations:

It's 2 days later, and I have to admit my head is still spinning. The quality of content and conversation was high, and there is still a lo of processing I need to do. My genreal impressions were:

This was the "Community Community" coming together.
This was not an event where a few talking heads lectured the masses. This was a gathering of the tribes for those who manage communities and set community strategy on a daily basis.

The conversation has matured. There were far fewer folks that wanted to talk about community 101 this year as compared with last year's Unconference. Topics were fairly sophisticated and most of the direct feedback I got was that participants were pleased to discover the level of experience represented by the other participants.

The lack of standards is REALLY starting to hurt. Focus is (finally) beginning to shift from islands of communities to the larger community ecosystem. A general lack of standards around nomenclature, metrics, data schemas (including profile structure), profile accessibility and community UX (to raise just a few issues) is starting to come up as a real issue more often. I think we are finally mature enough as an industry to have the discussions as a body of practice (and contribute to and help direct discussions on tactical problems, like Data Portability).

The best resource about online communities is the community of practice. This statement is actually a common thread in all of Forum One Network's activities. We believe the best and most valuable source of information about building and growing healthy online communities is the body of practitioners.

We will be opening up the Unconference wiki in about a week, and will post highlights of the session notes. In the meantime, lot's of folks were twittering and blogging. I've posted highlights below.

Other Unconference highlights:
http://twemes.com/ocu2008
http://summize.com/search?q=ocu2008
http://www.flickr.com/search/?q=ocu2008
http://www.grimwell.com/?p=211
http://talk.lithium.com/lithium/blog/article?blog.id=lithium&message.id=139#M139

PS: Tasty Snacks = Accomplished!



Posted by Bill Johnston in Events at 16:20 | Comments (3) | Trackbacks (0)
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Online Community ROI and Revenue Techniques

Tuesday, June 10. 2008

We just released (for a limited time) the Online Community Revenue and ROI Techniques research report.

The study was conducted last fall as part of the Online Community Research Network, and explored issues around driving revenue via online communities.

I've included highlights below. I would encourage you to download the report for the full result set.

Question: Based on your experience, what are the most effective strategies and tactics for generating revenue from an online community?

Summary:
Respondents highlighted several common themes, including:

The need for Advertising:
“Provide a platform for peer-to-peer interaction that advertisers can participate in. By ensuring that advertising content is relevant to the content the community is generating (through tools like contextual matching), we’ve seen high ROI for advertising partners for
branding and lead generation campaigns.”

The need for Subscriptions:
“In our context (most-valued content available only to paying subscribers), we provide high-quality community features – including access to experts – as a privilege of subscribership.”

The fact that Advertising and Subscription are the leading strategies isn’t surprising, given that the model was pioneered with content-based sites. Several respondents mentioned that revenue generation from communities was indirect, particularly with regard to brand affinity and advertising.

Categorized write in answers follow -

Advertising:
• “Ad impressions - both visit duration and repeat visitors.”
• “Ad placement has resulted in game downloads from our casual games forums.”
• “Advertising on member content.”
• “Advertising sponsorships.”
• “Identifying quality community connections to leverage for advertising targeting insights.”
• “Provide a platform for peer-to-peer interaction that advertisers can participate in. By ensuring that advertising content is relevant to the content the community is generating (through tools like contextual matching), we've seen high ROI for advertising partners for branding and lead generation campaigns.”
• “Thought leadership, lead generation, customer retention are top indirect revenue sources. Customer councils, ad revenue and member dues are the most frequent direct sources.”
Advertising, Brand Loyalty, and Upgrade Program:
• “Unfortunately, a lot of revenue generated through business communities is indirect. Brand loyalty, hyper-affiliation, user acquisition are all difficult to translate into real dollars - although some companies try. Advertising is probably still the most effective way to monetize a community though - and the more targeted the ads, the better. For instance, having an "upgrade now" button on the forums for an outdated device, etc. A while ago, we piloted an upgrade program through the dell community that was quite successful.”
• “From our viewpoint, it's really a matter of having a more engaged readership. We're strictly an ad business at this point, and getting more people to come back to the site more often and see more pages is only good for us.”

Brand Loyalty:
• “Clients need to appreciate indirect value of promotion, brand awareness, and loyalty. We work with many of our clients to develop their platforms in a way that the software itself could be resold/white labeled for resale.”


Subscriptions & Brand Loyalty:
• “Allow a big upsell jump. A super-premium level allows people to express their loyalty even if the benefits are almost the same as at the next level.”
Subscriptions:
• “In our context (most-valued content available only to paying subscribers), provide high-quality community features, including access to experts, as a privilege of membership/subscribership.”
• “Providing a base platform for free, and charging for a premium version.”
• “Where the revenue is part of a premium service, as a cost of obtaining value from the community or directly tied to the identity and ego of the community member. For example, some kind of payment to access premium content or tools to take better advantage of the social space. Identity creation is a powerful motivator to which money is a means, not a barrier.”

Sponsors:
• “Incite users to create valuable content that can be sponsored by interested parties.”
• “We have not succeeded in having individuals pay directly; we have had more success in getting supporting institutions to pay for their employees' access.”

Create a Strong Community:
• “I do not believe you should be doing community to generate revenue. Our objective is to provide customers/users a way to Learn, Share, and Explore Technology.”
• “The communities don't generate revenue. They provide us a ‘lock-in’ to using our service by showing the value of the "network effect" on our platform. They provide a richer user experience for clients' members and therefore providing greater support during contract renewal negotiations.”
• “Create a strong community, then monetize the activity, versus monetizing the capabilities early on.”
• “Our focus is not on generating revenue directly. We focus on enabling community participants to develop solutions, find answers, and gain knowledge.”



Question: What advice would you have for a colleague that needs to introduce revenue generating activities to their online community?

Summary:
Recommendations varied from the respondents, but several themes emerged from the content:
• Understand Your Community: Know what your community values, and what they expect from you. Let your community guide you on what they value, what they will pay for, and what types of advertising they will tolerate.
• Add More Features/Value: Don’t put roadblocks in front of features that are necessary for a healthy community. Think of value-added services that compliment the core community feature set.
• Be Careful: Your community is a delicate ecosystem. Make sure you don’t abuse it.
• Combine Revenue Sources: which techniques like “Target Advertising” and “Premium Upselling”
• Quality over Quality: Focus on a few effective revenue streams rather than several moderately effective ones. 1 well placed ad vs. 7 throughout the interface.

Again, if you would like to see the full report, I would encourage you to download it here.
Posted by Bill Johnston in Online Community Research at 01:17 | Comments (0) | Trackbacks (0)
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