11 Steps to Developing a Digital Crisis Communications Plan

What separates an elite military group such as the Navy Seals from others? They train non-stop. They train for every situation imaginable. They train for what happens when the plans fail. When they execute a mission they’re relying not just on their skills, they’re relying on their training. In business we need to think more like Navy Seals and train for situations that could endanger our community, our customers, our partners and our vendors.

Our ability to prepare and train for such situations is what will help us when everything hits the fan, the boss is calling, emails are flying in and you’re sitting there trying to figure out what to do. Darren Rowse tweeted out a quote from Bear Bryant that said: “It’s not the will to win, but the will to prepare to win that makes the difference.” It’s in the preparation that separates the good from the great.

With the 24/7 news cycle and the fire hose of information that is always coming at us, it is surprising the number of people that I speak with who don’t have a digital crisis communications plan. Over the past couple years as social media has continued it’s explosive growth, we have seen so many examples of companies who have experienced a crisis due to an accidental tweet, a campaign gone wrong, a misstatement by a spokesperson or the collapse of an industry. But for every major crisis that we hear about there are thousands of crises which will never bubble up to the surface that are the little situations that we deal with on a daily basis. If we’re able to mitigate or solve the issue then it doesn’t grow into a case-study level crisis.

These plans don’t have to be overly complex or difficult to understand. In fact, they need to be written in easy-to-understand language so that when it comes time to take the plan of the shelf and execute against it, everyone isn’t left scratching their heads at a weird acronym or section of legalese. Ever since last year when I read the Radian6 “Social Media Monitoring and Engagement Playbook” and since joining Citrix Online, I have been thinking about digital crisis communications and the basic steps to developing a plan.

Using bits from the Radian6 playbook and my own experiences, I have boiled it down into 11 steps to developing a digital crisis communications plan. Some of these steps may not apply for your company depending on the size of company, whether you have an international customer base and several other factors.

 

11 Steps to Developing a Digital Crisis Communications Plan

1. Choose and set up your monitoring platform(s)

Choose the platform that is right for your company. There are plenty of them out there and even if you’re not ready to move to a premium solution yet, you can still grow bigger ears for free.

2. Determine your monitoring schedule

After you have selected and set up your monitoring platform you need decide what your monitoring schedule will be. Who will be involved? What times will they be monitoring? Will it be active or passive monitoring? Do you need international support? All of these questions will need to be answered to determine what your monitoring schedule needs to be.

3. Ensure local language support teams

If you have an international customer, partner or vendor base then you need to ensure you have the capabilities to respond in local language to any crisis that may occur. In the U.S. we tend to be an ethnocentric society who believes that our way is the right way. That how and when we communicate is the same everywhere. However, that is far from the case. You need folks on your team that understand, can monitor and respond in local language.

4. Determine what constitutes a crisis

What constitutes a crisis for your company? Not everything will be a “run around the office with your hair on fire” type of crisis (well, hopefully not!) but you need to have an ability to rate or grade the situation to determine whether something is escalating to crisis-level. You may choose a numerical score or a letter grade. You can use a severity grid such as “xx number of comments in 24 hours” or make it situation-specific. Whatever it is, make sure you understand what a crisis is for YOUR company.

5. Determine what you WILL respond to

It is important to have listed what your company is willing to respond to. These may be general inquiries such as customer service/support issues, product inquiries or publicly available information.

6. Determine what you WILL NOT respond to

Equally, if not more important is having listed what your company WILL NOT respond to. These may be legal or financial inquiries that are not publicly available, potentially inflammatory comments or something that the company does not possess the ability to properly respond to.

7. Form your digital crisis communications team

You need to form a digital crisis communications team that is comprised of stakeholders from across the business. Depending on the severity of a crisis and who it involves, it will mean that different stakeholders will need to be activated. Therefore they need to be aware of and bought in to the plan because not only will you turn to them during the crisis for support, they’re the experts of their respective areas. For example, Legal may want to be involved in anything that involves an employee issue. HR may not want to be involved in customer support issues, even if escalated to a crisis-level. Another team may prefer to be notified after it has been resolved, just as a FYI. It is important to understand these dynamics and the level of involvement needed and wanted. Some members of your core digital crisis communications team should include:

  • Internal Communications
  • Marketing
  • PR
  • HR
  • International Teams
  • Customer Service
  • Agency Support

You may also have an extended team that could include: Creative, Web Development, Customer Insights, SEO, Sales and any other relevant teams, depending on the size of your company.

Be sure to include contact information for every member and proxy/backups for each person.

8. Escalation ladder and flow

Who needs to be notified and when. It’s as simple as that. Have a simple grid that lists who is notified, when, how fast and the method of communication. For example, an email will be sent to the VP of Corporate Communications. If no response is received within 30 minutes, it will be escalated to the SVP of Marketing.

9. Who will respond on the company’s behalf

It’s important to determine who will respond on the company’s behalf. Who will be the online spokesperson for your company. Remember that it may not be the same person every time. You probably don’t want your CEO responding to every inquiry during a crisis. But, you may want to call them in for a high profile response, an influential website or an interview. List who is authorized to respond and under what circumstances.

10. What to report on and how frequently

During and following a crisis the executives and managers will want to understand what happened, how it was handled and what affect it had on the company. Determine what that frequency is that they want and what they’re interested in having reported. During the crisis you may report every hour then move to once per day, once per week and then a final report. Agree to this so there is no confusion on when and what will be reported.

11. Build support beams

You can’t do this alone and you shouldn’t attempt to. Make partnerships, build a team and develop internal support for your plan. It will be important during a crisis and you will be thankful for developing these partnerships ahead of time.

Below is a slide deck that I put together that’s part of a speech I give on digital crisis communications. If you can view it below, you can find it over on Slideshare.

 
 
Does your company have a digital crisis communications plan? Has your company had to execute against this plan yet? What were your experiences?

 

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Photo Credit: Will Scullin

Social Media Marketing in the Restaurant Business

I’m often asked about the story of my little steakhouse, Caminito Argentinean Steakhouse, in Northampton, MA.  It’s not often that I write about our full story.  Well, recently I was asked to contribute a case study to the WOMMA Metrics Guidebook.  I thought it may provide for an interesting read for you and may give you some insights or be helpful to you for application into your industry.  Once you’re done reading, or even before you start reading, make sure you download the WOMMA Metrics Guidebook.

In general, restaurants have a few main ways that they typically market their business: You can run ads in the local grillnewspapers, buy radio spots, have television commercials produced, and grab prime billboard locations.  All of these marketing tools will help gain a restaurant visibility and exposure.  They’re part of most restaurants’ marketing toolboxes.  But, these marketing tools don’t help when an increasing number of eyeballs are turning to Google as their primary source of information.

When my best friend and now-partner, Joseph Gionfriddo, purchased Caminito Argentinean Steakhouse, the extent of the restaurant’s web presence consisted of, essentially, just a copy of the menu.  Joe was spending most of the marketing budget on local newspapers and radio spots.  The restaurant was struggling to survive even though the food that Joe prepared was some of the best I, and everyone else that came through Caminito’s doors, had ever tried.

Recognizing an opportunity to lower our marketing budget and use the web as the primary tool to drive more bodies through the front door, I approached Joe with the offer of a partnership.  My primary responsibility: create the strongest presence, both offline and online, for Caminito, in as short of time as possible.

We immediately sketched out a 12-month strategic marketing plan that included:

  • A complete revamp of the website.
  • Developing an online presence through social networks, a blog, and a video blog.
  • Creating a listening station that allowed us to monitor for conversations across the web about us, our restaurant, our competition and our industry.

Since many of these tactics provide for solid SEO, as part of our goals, it helped us to gain several thousand links in Google and other major search engines.  As our online presence became stronger and we developed a more engaged community, we began to rank for prime keywords that we targeted as being important for our restaurant to drive business through search results.

Our take: if prospective customers ran searches for restaurants in the area while making a decision of where to dine and our restaurant dominated the front page of Google, they would be more likely to visit Caminito.  Though we had made the decision to decrease our traditional marketing spend by approximately 80% we still continued to run local newspaper and some radio spots.  Since not all of our customers use the Internet to do their research, it was important to us to continue to use these avenues to reach our customers.  We also contacted each of the newspapers, other print publications, radio and associations to negotiate for digital advertising options, linkbacks on their websites, logo, bio and/or menu publishing.

The first month of this strategy being in play we saw a sales increase of 20% as compared to the same month the previous year.  Over the past almost two years we have maintained an increase in sales every single month as compared to the same month the previous year.  Additionally, we have finished each year approximately 20-25% up in sales as compared to previous years.

As time has continued, we have tweaked our strategic marketing plan but still maintain the above tactics.  This has helped to continue to create conversations, both online and offline.  To measure the continued increase in online conversations we use a combination of Google Alerts and Twitter Search.  While this does create some duplication, it ensures that we never miss any conversations happening around us, our brand, our competition, or our industry.  We monitor offline conversations through anecdotal interactions we have with our community and inferred through the continued increase in new customers and increased sales.

To further guide decision-making we also measure everything from the number of comments we receive on a blog post, to the number of hits on a video, the total number of subscribers, where those subscribers come from, how and where our blog and video posts are shared, who shares them, the level of engagement we have, the number of conversations that are started and tons more.  The challenge is keeping up with all of this data flowing in and bringing it all together to analyze our overall online impact.

As a result of the measurement systems we have in place the impact of online and offline conversations is clear to us.  Online conversations help to further our online brand, increase conversations, improve search rank for evolving prime keywords, demonstrate and expertise in the food industry, create new opportunities, and increase sales.  The offline conversations translate to word of mouth marketing that helps to drive increase and repeat sales.

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The Audacity to Win Video Review

Were you as amazed as most of the rest of the country when Barack Obama seemingly came out nowhere to take the 2008 Presidential election by storm?  Have you sat back and scratched your head wondering how the Obama campaign did it?  Are you amongst the group that wants to understand how they built such a strong community, both online and offline?  Need a break from the regular onslaught of business, marketing, and self-help books?  If you’re whipping your head up and down, first, stop.  We wouldn’t want you to get whip-lash.  Now, don’t even bother watching the video below and go buy 5 copies of The Audacity to Win: The Inside Story and Lessons of Barack Obama’s Historic Victory (Amazon affiliate link) by David Plouffe.  Enough said.

Want some more explanation?  David Plouffe was the campaign manager and chief architect of the Obama presidential campaign.  Over the course of 2 years the campaign raised more than $750 million, had a staff of almost 6,000 people and an army of volunteers that totaled into the millions.  The Audacity to Win (Amazon affiliate link) takes you closer than any other account of the Obama campaign has.  There are many business, marketing, community development and time management takeaways in addition to the granular level detail of what it takes to run a presidential campaign.

As usual, I shot a quick video with my thoughts on the book.  If you can’t view the video, check it out over on my YouTube channel.

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It’s Not the Tools, It’s What You Do With Them

One of the most inspiring and captivating presentations of the Inbound Marketing Summit was the keynote that Chris Brogan delivered.  Yes, I work with him at New Marketing Labs.  No, that is not why I feel the need to pimp the hell out of this presentation.  I have the distinct opportunity to hear Chris speak often where I see him develop concepts that he then takes on to other cities.  He usually shares his thoughts on where these tools are taking us and how it’s changing the way we work, think and interact.  Usually a few concepts spark conversations and get retweeted and shared around.  But, at the Inbound Marketing Summit, on that day, Chris was in a different zone.

I highly encourage you to take the 20 minutes to watch/listen to the entire presentation.

Please enable Javascript and Flash to view this Blip.tv video.

I’m curious to know your thoughts.  What did you think of this presentation?  Did it get you thinking of how you could do your business a little differently?  How are you using these tools that we call social media?

Note: This a post as part of the series of presentations  from the Inbound Marketing Summit that was held at Gillette Stadium on October 7-8, 2009.  You can check out all videos on the Inbound Marketing Summit Blip.tv channel.  Content from all over the interwebs are being aggregated over on Delicious.  All posts on this blog will be tagged ims09 for aggregation purposes.

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Determining Social Media ROI

A few weeks before the Inbound Marketing Summit took place, Chris Penn and I were discussing what he should speak about.  Of that discussion came the decision to do the presentation on how to determine the ROI of social media.  Figuring out social media ROI continues to be a very hot topic not only for the social media geeks but also for big brands that want to determine success measurements of their investment into the space.

Outside of this conversation I had been bugging Chris to analyze my restaurant, Caminito Argentinean Steakhouse, for some time now.  Other case studies have focused on what we’ve done but not tearing apart the metrics.  Chris is a genuis at analysis and analytics.  So, I really wanted him to expand my knowledge and ability Google Analytics and other tools to properly analyze our efforts at the steakhouse and determine our ROI.  For those that don’t know, approximately 1.5 years ago we cut out 80% of our traditional marketing budget and turned our focus to our website, SEO, social media and other digital initiatives as a way to drive sales.  Surprise, surprise, it worked.  Since then we have seen a minimum of 20% increase in sales when comparing the same month the previous year.  But, one thing we never did was break out and track those individual efforts between the website, social media, and other areas we were spending our time online.

As part of his presentation Chris asked if he could use the restaurant as an example and do an analysis of our ROI.  What Chris found, in terms of hard dollars, surprised me and I think it will surprise you too.

You can check out Chris’ presentation, both slides and videos below:

Video

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Slides

As I said, I was surprised at the actual dollar values but I wasn’t surprised at the result that Chris found.  For us, our entire focus has been on SEO.  We have used social media as a tool to augment that but not as a primary vehicle to drive revenue for the restaurant.  For instance, we have made a conscious decision to not set up a Twitter account where offer discounts.  It is something we’re considering doing in the future, but right now we aren’t utilizing social media in that way.

While this presentation gives you some information about my brick and mortar and the decisions that we face and have to make, have you taken these steps to determine the ROI of your efforts on your website, blog, or social media profiles?  If you have done this exercise, did you change anything about the way you spend your time post-analysis?

Note: This is the first post of many highlighting videos from the Inbound Marketing Summit that was held at Gillette Stadium on October 7-8, 2009.  All posts will be tagged ims09 for aggregation purposes.

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