an ounce of prevention is worth a pound of cure: key elements for social media policies

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An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies Lorraine M. Fleck lawTechcamp 2011 June 18, 2011 These slides do not constitute legal advice.

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Presentation to the inaugural lawTechcamp on key elements for social media policies. For a more in-depth discussion on key elements for social media policies, please see my June 7, 2011 presentation to the MyCharityConnects 2011 with the same title.

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Page 1: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media

Policies

Lorraine M. FlecklawTechcamp 2011

June 18, 2011These slides do not constitute legal advice.

Page 2: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Overview

1. Why do social media policies matter?

2. What should a social media policy address?

Page 3: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Social media has changed the speed and controlof marketing.

Page 4: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Social media policies can assist in protecting:

Reputation;

Privacy;

Physical security; and

Intellectual property (IP).

Page 5: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Reputation

Yours.

Others.

Page 6: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Privacy

Hot button issue.

Mainly the privacy of others; can relate toyour organization’s privacy as well.

Relates to your organization’s reputation.

Page 7: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Physical security

Relates to privacy.

Both yours and others.

“Digital exhaust” can reveal physical location.

E.g. pleaserobme.com, “Creepy” app

Page 8: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Why do social media policies matter?

Intellectual property (IP)

Yours.

Others.

Page 9: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

What are the sources of risk?

User generated risks.

Employee generated risks.

Other sources of risks.

Page 10: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

What should a social media policy address?

Generally:

Privacy;

Intellectual property;

Employee’s internal and external use; and

Defamation.

Also: follow the policies of the social medianetwork you are using.

Page 11: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Privacy

Privacy laws (e.g. Personal InformationProtection and Electronic Documents Act(PIPEDA) are breached when a user’spersonal information is collected, used ordisclosed without the appropriate consent.

Best Practices

Written consent is key!

Page 12: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual Property

Copyright

Right to reproduce content and stop othersfrom reproducing content; permission toreproduce required unless activity falls withinan infringement exception.

Page 13: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Copyright

Copyright infringement exceptions (“fairdealing”) under specific circumstances:

1. Research/private study.

2. Criticism/review

3. News reporting.

Exceptions do not apply to advertising.

Parody NOT an exception in Canada.

Page 14: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Copyright - Moral Rights

Moral rights (right of author attribution andintegrity of copyrighted work) can baraltering content.

Moral rights cannot be transferred, but canbe waived.

Page 15: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Copyright - User Generated Content (UGC)

Because of copyright and moral rights, if youare using UGC, you must obtain the right touse/modify the content.

Risk that UGC may not be truly “usergenerated”, and may violate other’scopyright and moral rights.

Page 16: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Copyright: Best Practices

Get written permission to use content unlessactivity falls within an infringementexception.

Get a written waiver of moral rights.

Page 17: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Copyright: Best Practices

If dealing with UGC, obtain:

1. The rights to use/modify the content bywritten transfer of ownership orperpetual, royalty free license with moralrights waiver; and

2. Indemnity against third party copyrightand moral rights violations.

Page 18: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual property

Trade-marks

The owner of a registered trade-mark has theexclusive right to use that mark in respect ofspecific goods and/or services.

One cannot “use” a trade-mark in a mannerthat depreciates its value or goodwill (e.g.posting disparaging/defamatory comments).

Page 19: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual propertyTrade-marks

Depending on the circumstances, displaying atrade-mark in social media may constitute“use”, meaning you could get sued for trade-mark infringement, passing off, ordepreciation of goodwill.

Page 20: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual propertyTrade-marks: Best Practices

If you are launching a campaign with newtrade-marks, make sure the trade-marks areavailable to use.

See if you can register your trade-marks onthe major social media platforms (e.g.Facebook, Twitter, MySpace) to avoidunauthorized accounts.

Page 21: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Intellectual propertyTrade-marks: Best Practices

Obtain trade-mark registration(s) for long-term marks as a “sword or shield”mechanism.

Ensure that other’s marks are not “used” anddisparaging/defamatory comments are notposted regarding other’s brands.

Page 22: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Employees

Employers may be liable for employee’sstatements if made during scope ofemployment.

Risk can come from employees’ use at andoutside of work.

Beware the overzealously loyal employeemaking a PR crisis worse!

Page 23: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Employees Disgruntled current or former employees can

defame your organization, causing damage.

Employees may post comments aboutemployer’s products and/or services withoutdisclosing relationship.

Employees may release confidentialinformation without thinking of theconsequences (e.g. Twitpics of visitingcelebrities).

Page 24: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

EmployeesBest Practices

Have a social media policy that applies toeveryone – from the mailroom to the CEO.

Have marketing and legal work together todraft the policy – no silos!

Acknowledge that employees may use socialmedia outside of the office, but make themaware of the risks to them and yourorganization that could arise from such use.

Page 25: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Employees

Best Practices

Authorize a limited number of users to poston your organization’s behalf, who cannotrespond to complaints unless authorized.

Educate authorized users and all employeeson what they can and cannot post.

Page 26: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Employees

Best Practices

Have a list of social media user names andpasswords in the event an employee leaves.Restrict access to that list on a “need toknow” basis.

Page 27: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Defamation

What is defamation?

Oral or written words which tend to lower aperson in the estimation of others or cause aperson to be shunned, avoided or exposed tohatred, contempt or ridicule.

Page 28: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Defamation

What is required for a successful defamationclaim?

1. The words are defamatory;

2. The defendant communicated the wordsto third persons (e.g. publication); AND

3. The plaintiff is the one defamed.

Page 29: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Defamation What defences are there to a defamation

claim?

1. Truth.

2. Fair comment.

3. Responsible communication.

4. Innocent disseminator.

Page 30: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

DefamationBest Practices

If you or your employees don’t have anythingnice to post and it does not fall within theexceptions… don’t post!

Page 31: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

Thank you…Questions?

Lorraine M. FleckBarrister & Solicitor | Trade-mark Agent

E-mail | [email protected] | www.hofferadler.comBlog | www.ipaddressblog.com

| @lorrainefleck | @HofferAdler

Page 32: An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media Policies

An Ounce of Prevention is Worth a Pound of Cure: Key Elements for Social Media

Policies

Lorraine M. FlecklawTechcamp 2011

June 18, 2011These slides do not constitute legal advice.