Using MBTI® to Build Effective Social Media Teams

social media wheel of fortune

As social media starts to weave itself into the fiber of corporate culture, companies are beginning to recognize the need to make organizational changes in order to evolve as social businesses. One area where this is gaining importance is Human Resources. The emergence of new social media roles and how they are integrated into the structure of an organization can have a huge impact on the success of social business initiatives.

As businesses begin to experiment with assembling social media teams some will leverage existing employees, using a corner of the desk approach to gradually embed learning and build capacity, while others will look to hire new staff. Either way, how do you know which employees are best suited for these new roles?

It would seem logical to attach social media responsibilities to existing departments i.e. Marketing, Communication, Web Team, etc. But is this silo approach the most effective? It might make more sense to organize social media teams based on employee personality and the nature of the role vs. physical location or departmental boundaries.

One tool that could be helpful in maximizing human resources potential around social media is the Myers-Briggs Type Indicator® (MBTI®). The MBTI categorizes personality preferences across four primary activities, providing an effective method for understanding people and the way they behave. Here are the basic characteristics of the four areas (and the letter used to define each behaviour preference):

Energizing – How a person gets energized or re-energized.

  • Extraversion (E) – Prefer to get their energy from spending time with people and doing things.
  • Introversion (I) – Prefer to get their energy from spending time alone and reflecting on ideas.

Perceiving – How a person processes information.

  • Sensing (S) – Trust tangible, fact based information that can be processed using the 5 senses. They like to work within actual here and now scenarios.
  • Intuition (N) – Comfortable with intangible, theoretical information that is more abstract and processed through thought and tend to trust insight/intuition. They like to think of the future possibilities.

Deciding – How a person makes decisions.

  • Thinking (T) – Tend to make decisions in an objective manner based on reason, logic and rules.
  • Feeling (F) – Tend to make decisions in a more subjective way based on empathy and consensus.

Living – The lifestyle a person adopts.

  • Judging (J) – Prefer a lifestyle that is planned.
  • Perceiving (P) – Prefer a lifestyle that is spontaneous.

By combining one preference from each of the above you arrive at an individual “type” (for example, my type is ENFP) – there are a total of 16 MBTI types. For the purpose of this post let’s take a high level look at how this could be implemented using the main MBTI quadrants. Introduction to Type® in Organizations by Sandra Krebs Hirsh and Jean M. Kummerow explains the four quadrants as follows:

“One combination often used to describe personality type relates to the quadrants of the type table. These quadrants combine the energizing preferences (E-I) and the perceiving preferences (S-N) and result in IS, ES, IN and EN quadrants. The quadrants are often used to describe leadership, learning, and work styles as well as corporate culture and ways of handling change.”

By connecting employee MBTI personality preferences to responsibilities you get a better understanding of which employees across the organization might be best suited for specific social media tasks. Here is an example that maps characteristics from the four quadrants mentioned above to emerging social media roles (as highlighted by Jay Baer and Amber Naslund in the Now Revolution):

MBTI four quadrants

MBTI Benefits

Using MBTI during the social media team building process allows organizations to:

  1. Identify different employee strengths
  2. Help employees develop their careers within the organization
  3. Build more effective teams by matching roles to the most suitable employees
  4. Increase employee retention and reduce costs related to turnover

What are your experiences with MBTI in an organizational setting? Do you think it would be useful in helping build more effective social media teams?

Originally posted on Social Media Explorer

Social Media Strategy Learning Curve and Framework

Originally posted on Social Media Explorer

It can be difficult for organizations to see the strategic big picture when it comes to social media, especially if they are focusing all their energy on tools and tactics. Questions abound … How does social media investment relate to business value? What are the real costs? What impact does social media strategy have on organizational culture? What kind of strategic thinking do businesses or non-profits need to embrace? What do leaders need to understand about the social media adoption curve as it relates to the evolution of the company?

This high level framework is designed to illustrate the social media learning curve and to help business and non-profit leaders understand how strategy relates to investment, value and culture.

Relationships

Investment:

  • As your organization moves along this axis, be prepared to increase your investment.
  • Initially, most social media costs are related to time and labour. There might be one dedicated staff person or a small team working off the corner of their desks.
  • Early on there are limited technology costs associated with implementing a social media strategy – the free tools are usually more than sufficient.
  • As social media scales other investments include programs to leverage employee participation, resources to build out dedicated teams, budgets for increased education & training, administrative costs related to governance and capital expenditures associated with enterprise technology, paid versions of management and analytics tools, etc.

Business Value:

  • As your brand moves along this axis towards integration and, possibly, a social business model, value SHOULD increase.
  • Value will vary based on an organization’s definition. This may take the form of a tangible sales contribution, cost savings, service improvements or efficiencies related to internal communication, consumer advocacy, etc.
  • Value is predicated on the willingness and ability of a business to connect social media metrics to the achievement of organizational objectives. Without goals, analytics or a pattern of correlation, the value axis is assumptive at best.

Business Culture:

  • The organizational culture axis is more of a barometer for potential than a gauge for success.
  • A hierarchical, closed corporate culture rife with silos and communication policies (based on a “need to know” mentality) is not be well suited for social media while a flat organization structure, with transparent internal/external communication practices, has the potential to become a social business.

Phases of Social Business Evolution

Emerging:

These organizations are new to social media and tend to be overwhelmed by the prospect of launching an initiative. The individual charged with “figuring out” social media will usually reside in marketing. In some cases there might be limited implementation.

Some things emerging organizations should focus on include:

  • Assessing their social strengths, weaknesses, opportunities and threats. Think about social capacity, content assets, positive/disruptive effects of social media, etc.
  • Segmenting audiences into 4 buckets: primary, secondary, internal and external. Think of audiences as any group that might influence, or be influenced by, your social media initiatives. One example of a primary internal group could be employees while a secondary external group may be bloggers and so on.
  • Conducting social research. Which social sandboxes are your audiences playing in? How do they interact? What are their expectations and needs on each channel?
  • Setting up a listening platform. Pull RSS feeds based on brand or industry keywords from tools like Twitter Search, Social Mention, Google Blog Search into a RSS reader. Start monitoring what people say about your organization, brand or sector and use what you learn to shape a communication plan.

Tactical:

These organizations understand the tools and are proficient at implementation. Often tactical organizations drive social media through marketing or communications via a dedicated individual or small team working off the corner of their desks.

Awareness tends to be the primary objective, campaigns are usually well crafted, experimentation is occurring, major social channels are in place (FB, Twitter, Youtube), some level of monitoring is taking place but there is likely limited formalization of objectives, metrics or analytics.

Areas of focus for brands in the tactical phase should include:

  • Setting a series of SMART objectives. Try to connect social media goals with the greater goals of the organization. How can social media help drive growth, build deeper relationships, save money, improve internal communication, serve customers, fuel new ideas, etc.
  • Development of a content strategy. Take on the role of a brand journalist. What are the information needs of your different audiences and what relevant content can you publish to bridge a connection to your brand or organization. Think right content + right audience + right channel + right time.
  • Commitment to a culture of measurement. Establish metrics and baselines that are relevant to your business goals and start tracking performance. Fine tune your social media program based on your analytics.
  • Assignment of teams and work flows. Build capacity within the existing organizational structure by having interested employees take on some social media responsibilities. Develop schedules around social listening, content creation, campaign management and reporting.

Integrated:

These organizations are advanced in their use of the tools and technology. Integrated businesses may have an assigned leadership role in place i.e. Social Media Manager, Community Manager, etc. that lives in marketing but assists other departments in their efforts.

Social media objectives tend to be connected to overall business goals, implementation is integrated across departments and online/offline channels, social media methodology may be adopted inside the organization i.e. internal blog, pilot projects are designed to advance engagement and build advocacy, a social media plan is in place and measurement & reporting are the norm.

Considerations for organizations in the integrated phase should include:

  • Establishing a governance model. This should include a clear set of guidelines (shared across departments), social media education and a support mechanism that addresses conflicts, questions and concerns.
  • Leveraging employee involvement. In order to scale social media efforts and work towards a social organization structure, employees need to become active in the engagement process. This could include content creation, audience communication and channel management
  • Formalizing an organizational structure. Leaders striving towards social business need to understand which organizational model is best suited (or most realistic) given the flexibility of their corporate culture.

Social:

This is the pinnacle of organizational evolution. Because social media is still emerging, there are limited social business examples – a popular case study is Zappos. The vision for social organizations is a totally flat, open structure where any employee can engage and collaborate with all internal/external audiences.

This may be a panacea for most businesses that are rooted in legacy structures – it takes level 5 leadership to guide this type of transformation change. It is far more likely that most of the social businesses of the future will evolve from today’s start ups, already wired for social media and open to new ways to communicate internally and externally.

Leadership Phases

As an organization moves down the axis, leadership needs to drive certain cultural initiatives in order to support social media adoption and integration. This progression towards social business is not a continuum for many organizations. Some companies (by way of culture, choice, skill set or industry circumstance) only have the capacity to get to a certain point.

For the organizations that have the desire to transform their business to a more social model, here are some of the things owners or the C-Suite need to consider during each phase:

Emerging:

  • Make the choice not to ignore the potential organizational impact of social media. It may be great or limited, but there is a responsibility to understand the pros and cons.
  • Authorize an individual or small team to invest the time to learn about opportunities and threats. Have them report back through a strategic lens across multiple business units i.e. Marketing, HR, etc.
  • Study how audiences, competitors and other business leaders interact across channels.

Tactical:

  • Demand planning. Would you blindly finance a project in other parts of the business without a plan? Social media should be no different.
  • Support pilot projects during implementation and learning from trial/error.
  • Allocate time (during working hours) to individuals and teams that are managing the process.
  • Ask for performance summaries – understand how metrics are connected to objectives.

Integrated:

  • Drive programs that will facilitate social media success including organization wide understanding of goals, social media education/training programs and clear guidelines that outline expectations.
  • Support initiatives that leverage employee involvement to scale programs.
  • Champion the culture change and organizational structure required in a move towards a social business model (but only if a positive business value proposition exists).

Does this framework make sense? Where is your organization on the path to social business? What are some of the challenges you are facing and what has your organization done to overcome them? I’d love to hear your comments!

Back to Main Blog

Social Media House of Cards

social media house of cards

Social Media is not a solution for organizations with major infrastructure issues. If anything, social media marketing will be the weight that exposes cracks in leadership, culture, product quality, customer service, etc.

Thanks to David Armano for the inspiration – check out his post on how infrastructure is at the core of most organizational issues.

Back to Main Blog

4 Small Business Lessons from General Motors

————————————————————————————————————-

GM recently took out an ad in the Automotive News apologizing to the public and admitting to a series of strategic errors that have led to their current state of affairs. What are some of the lessons small business could learn from GM?

1. Quality

GM slogans rang hollow as they continued to allow their product quality to dip below industry standards. Quality is the common denominator – if you are in business, quality is not an option…you always need to deliver on that inherent promise to your customers.

Maintaining diligent standards is hard work, but you can’t build trust otherwise. Avoid the temptation to cut corners – you may get away with it in the short term, but eventually is will catch up with you, severely damaging your small business brand in the process.

2. Focus on Your Business

GM was a powerhouse in the 70′s and may have lost focus when agreeing to expensive union contracts in an attempt to bury their competitors.

It’s always good to understand your competition, the products they sell, their strengths and weaknesses, etc. But don’t become so focused on your competitors that you lose sight of your own small businesses vision, strategies and objectives.

3. Understand Your Market

GM lost touch with the market and continued to build more and more gas guzzling SUVs while consumers began to embrace fuel efficiency and started looking to more compact vehicles.

As a small business owner, it’s critical to learn about (and stay connected with) your target market:

  • Use the internet i.e. blogs; social networks, etc. to stay up to date on trends in your industry
  • Get out of the office and connect with customers and prospects in your market
  • Invite clients into your feedback loop by forming “user groups”

4. Flexible Culture

A former executive suggested that “handling multiple problems simultaneously was foreign to the culture” at General Motors. One of the many benefits of being a small business is the ability to make decisions and react to situations quickly. As your organization grows, it’s important to retain your flexibility by developing a mechanism to recognize and address challenges.

One effective way to build a flexible, responsive culture is to give your employees a voice i.e. promoting open discussion, the questioning of convention, etc. and the power to make certain types of decisions. A culture that facilitates independent thought and empowerment can help build grassroots problem solving.

Example: By encouraging a customer service representative to recognize and solve problems during micro-interactions, your business simultaneously engages staff; builds brand equity; quells issues at their root; creates brand stories, etc.

Image: Thanks to Cameron Cardow for use of his editorial cartoon

Additional Resources:

Reuters Article

Globe and Mail Article