Social Business Internal Strategy

12/7/12

Agenda

What’s happening and why we’re here Timeline & Focus Groups/systems/Processes affected:

feedback please Identify areas of concern

Why We’re Here Rotary culture evolving from command/control

to including user-driven content on “our” website• Expand Rotarians’ reach

• Lower barriers to entry for their initiatives

Internal processes need to support the change to enable value for the Rotary family

Representatives: RI Programs, Legal, CDS, Social Business Adoption, Business System Analyst

Initial focus: Enable January Escalation

Use feedback to refine and adjust

Ready for additional Social

Business initiatives!

Long-term Process in place

Ultimate strategy defined

& partially deployed

Ready to receive feedback

Able to Test Strategy & Refine

Working process to address social

business-generated responses

Resourcing approach

Escalation & Definition

• January 2013: Grants microsite launch & Club Central/Showcase revision will spur user-generated content

• Mid-March: Community & Idea Starter early adopter launches

• May/June 2013: Prep for June/July launches, Build App Store, Full deployment of Internal Strategy

Timeline

Groups/Processes/Systems Feedback Please Groups

• Site users

• Community participants

• RI SMEs

• RI personnel

• Social Business Management Function

• Rotarian Leaders

• Early Adopters Project Link

participants Clubs with existing

friend-clubs

• E-Clubs

• Project Contributors for Idea Starter

• Contact Center (+Laurie McCarthy)

• RI staff moderators

• Antoinette

• Rotary Service? Who support Early Adopters’ efforts

• Donors

Processes• Contacting users

• Reviewing user content

• Support C&D Leaders

• Project Link-type keeping projects fresh

• Keep in touch with project posters

• Flagging content for various reasons

By groups

• Working through need to change offensive

• Managing Workgroups led by RI staff

• Staff Produces Rotarian-directed content for communication

• Reporting on success of initiatives and process

• Determine what ought to be prioritized work for RI staff (Learning & Development, CDS, Programs…)

• Assessing when training material is needed

• Communicate value

• Feedback during Early Adoption

• Promote Rotary Foundation and education on how giving options differ

Systems• On-line

applications (Facebook, Vimeo, Linkedin, etc.)

• Contact Center Ticket Resolution (Footprints)

• Netforum to support CDS with a CRM-like functionality

• Rotary.org New SB Initiatives’

Technology Rotary.org

resources (e.g. FAQ, Contact Us)

• Sharepoint used as an interim Community

Identify areas of concern Test-run during Early Adopter phase: support users’ roles

and processes• Need Contributors to Idea Starter

Where they “should go” for help and past relationships (program leaders and languages)• Train staff broadly on new processes

Make sure they do it

• RI does not handle app store issues with App functionality

People may not use the SB tools Buy-in from leadership/Board/Trustees

• Demonstrating growth of the available market of donors

• Availability/use of impact data and engagement data

Next Steps

Update existing process flows – MP• http://teamsites.rotaryintl.org/sites/TeamSites/SocialBusinessInitiatives/Shared%20Document

s/Process%20Flows/Business-process_reported-submission%20WIP.vsd

Study & revise – Team Extract January implementation …