Shifting Social Media from “If” to “How”

Guest post written by Steve Richman, sales trainer and national spokesperson for Genworth Mortgage Insurance.

Social media has been embraced by consumers — your members and potential members. Your employees are engaged in social media activities, whether they are active on Facebook, LinkedIn, Pinterest, Twitter, and other sites or active bloggers themselves. In fact, social media has become more mainstream, with growing participation in all age groups and income levels. The question for credit unions has changed from “Should we or shouldn’t we?” to “How do we?” Here are three steps to consider, whether you’re already using social media or are just getting started.

1. Identify a Senior Leader Champion.

The first step in making social media work for your credit union is to have a senior leader to champion the idea. This initiative is not going to bubble up from within the organization — it needs a champion from high atop the hierarchy. That champion needs to create a team to institute a social media initiative. The team should include an attorney. If the attorney is involved in the creation process, with a directive from senior management to make it work, you can pave  the way to easier implementation.

 

2. Distribute the Social Media Policy.

Developing a practical social media policy is a must — with emphasis on  ”practical.” Rather than writing a social media policy that tells employees what not to do, complete with threats of termination for inappropriate usage, you should include what would be considered acceptable posts. Show employees the types of comments you deem proper and effective, and train your employees on the social media policy as a part of the distribution plan. One way to ease the entry into social media is to create a weekly post of content that is both legally permissible and relevant to the member. Distribute this post to team members so they can use it in their own LinkedIn, Facebook and/or Twitter feeds.

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