Launchplan: Getting Everyone Mobilized

Mike Gerholdt, ACT, Inc, Manager of Social Enterprise @MikeGerholdt

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Matt Jadhav Success Accounts Manager @twittername

Linked-in

Mike Gerholdt Manager of Social Enterprise @Mike Gerholdt

All about ACT,Inc.

ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition.

§  Used Salesforce for over 7 years

§  Over 500 users

Agenda Spend 30 minutes understanding how to identify the characteristics of your company’s culture and get Action steps to drive Chatter adoption.

Metaphors

Rituals

Stories

Artifacts

Heroes & Heroines

Performances

Values

Elements of Company Culture

Metaphors

Action Step!

Chatter it to me! “Instead of meeting on this, can we just create a Chatter group?”

“Be sure to post that to the Account record in Salesforce and at (@) mention the NW Sales Executive.”

Rituals

Action Step!

Propose a new ritual! §  No meetings

•  Everyone is responsible for 1 status update and 1 question to a group.

•  Answers and statuses need to be checked at least 1 a week

•  Meetings are bi-weekly and collaborative to address anything NOT posted to the group.

Stories

Action Step!

Create a plan to gather stories about collaboration §  Work with your internal communication team to get the stories told.

§  Post the stories to an internal blog

§  Post the stories to chatter

Create a video of co-workers talking about why the like Chatter

Artifacts

Action Step!

Grab SWAG! §  Give it away as prizes

Encourage people to display it prominently

Create a “Chatter Super User Award” that can be displayed a person’s desk to create conversations.

Heroes & Heroines

Action Step!

Work to get time with key Heroes & Heroines to talk about Chatter. §  Find their pain points and work with them to address them

§  Try to solve problems with Chatter first

§  Encourage them to tell their story

Important note- Heroes & Heroines don’t have to be high-level people, but influential people who have had real-world problems solved for them making their job easier.

Performances

Action Step!

Create a customer group to share your stories As an Admin you should be the MOST active on chatter

Be the example you want to set

Values

Action Step!

Align your Chatter goals to that of the mission statement or goal of the company

Create a “Chatter Charter” §  Incorporate words found in your mission statement to the charter §  It should not be “We should use Chatter because it’s cool.”

Metaphors

Rituals

Stories

Artifacts

Heroes & Heroines

Performances

Values

Elements of Company Culture

Speaker Name

Speaker Title, @twittername

Mike Gerholdt

Manager of Social Enterprise,

@MikeGerholdt

Speaker Name Speaker Name

Speaker Title, @twittername

Speaker Title, @twittername

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30 minutes of

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Last 15 minutes

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Q&A 15 Total Time:

Key Slides Video Demo

Customer Speaker

CONTENT TEMPLATES

Speaker Name

Speaker Title, @twittername

Speaker Name

Speaker Title, @twittername

Speaker Name Speaker Name

Speaker Title, @twittername

Speaker Title, @twittername

•  250+ Users

•  More effective collaboration between teams with Chatter

•  Increased sales productivity through complete views and mobile access

•  Analyze real-time metrics with dashboards

“Chatter gives us real-time information and a sense of community.” (37-point) - Mark Brennan, Sr. Director IT ( 28 –point)

Case Study: EXAMPLE

Pandora Manages Advertising Sales in the Cloud