Caterpillar’s Social Media Heavy Lifting Strategy

So the story goes like this:  Nothing ventured nothing gained. I wanted to interview some of the biggest names in the engineered product market on what they were doing with social business. I used to help design bearings in some of the largest construction and mining equipment in the world. So I thought Caterpillar would be a good starting point.

I found them on Twitter. I tweeted. They listened. I interviewed Brian Stokoe, Social Media Manager. That wasn’t good enough. I decided that it would really be great if they could come to Madison WI and tell about 250 of my closest social friends what Caterpillar has to do in the social business world of B2B2 Dealer to be successful. Social Media Breakfast Madison was the stellar host and organizer of the event. [Read more...]

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Promote your next event using social media

Chris Brogan  Jan Moen and Wendy Soucie
Image by wendysoucie via Flickr

Are you an event manager or promoter looking to use new tools to more effectively get the word out on your next event?  The Social Media Club of Madison recently played host to Chris Brogan who, in the social media channel at least, is a guru and

thought leader.  We had several components of the total event to promote and looked to social media channels and tools to do the promotion and word of mouth extension.  I had a vested interest in making this work both as a social media consultant and  personally because Chris Brogan is my go to thought leader and has provide significant guidance for me on the path to being a trust agent.

Creating an event with a twist

For the benefit of anyone thinking of some type of social media campaign integrated with traditional efforts, I thought I would relate the activities that the Social Media Club Board Members,  the Madison social media community, and a few individuals did to promote this event.  Over all we engaged the community, shared user generated content, and created dialogue. We had a relatively short period of time to work with – just 6 weeks.  I would certainly recommend more planning and more time to promote such an event. More time would also allow the media distribution across various channels move a little more than it did.  That being said, we accomplished a lot in the time we had-using primarily social media tools and word of mouth.

The kernel of thought

Chris Brogan was brought to Madison by American Family Insurance to present an internal social media related training. The date was slightly in flux from last October, as to when American Family would be able to have Chris Brogan speak.  Part of their contract negotiated a separate presentation to the public. The decision was made to offer this program to Accelerate Madison, as one of the leading technology focused professional groups in Madison, to promote. Accelerate Madison in turn coordinated activities with the Social Media Club of Madison who planned and executed the free Brogan After Dark After Party (with Chris Brogan) in attendance.

Create a game plan

Some time in the first week of May, with a finalized date confirmed, the first contacts were made between Accelerate Madison and the leadership team of the Social Media Club of Madison.  The SMC, which usually has Skype conference calls before events,  quickly scheduled a face to face  board meeting on May 15th to finalize the action plan for promoting the Chris Brogan Event. We implemented BaseCamp to provide a better resource for managing this project and the future events the club intends to sponsor. The main Social Media Club site also provides access to PBworks for consolidating notes, information, calendars etc and its has an RSS feed to allow updates to get to the right individuals.

Step 1:  Planning

TIMELINE: Saturday, May 15th SM Club Board Meeting – Monday, June 21, 2010 Brogan Presentation. 6 weeks.

  • OBJECTIVES – Fill the 300 person auditorium reserved for this event.
  • STRATEGY – Develop a campaign aimed at getting a broad category of individuals, large business, Small Midsized Business and education representatives to attend this event. Ensure that Accelerate Madison members, for whom the event was free, and Social Media affectionatos in the greater Madison area, knew about and had access to either event. Decide where “home” is and have all links send back to that location
  • KEY MESSAGES – Focus on Madison being a technology savy community (think Google Fiber RFP) and ready to get a thought leader to speak. Active social media community – Social Media Club, Social Media Breakfast, Meetups and Tweetups ongoing, copious technology hardware and software groups. Share that this is thought leader  presentation, social media author, special event and fun.
  • TOOLS – Email lists, Blogs, word of mouth, local calendar /event board postings, Pitchengine.com, local media resources, Twitter, Youtube, WordPress, IMBY.info, Slideshare, Event Brite, LinkedIn, Facebook, Foursquare, and yes picking up the good old phone.
  • MEASUREMENT – #1 – total seats filled at presentation. #2 – total attendees at After party.  Planned to measure indirect and direct indicators of impact, including: Web site hits, calls and e-mails, comments, posts, pictures, video, and media coverage.
  • COMMUNICATIONS PLAN – We involved board members of the Social Media Club of Madison, Social Media Breakfast, American Family, and Accelerate Madison.  Many of the team members were public relations professionals with  social media skill.   They provided ideas that were then assembled into a quick action plan.Members of all organizations were asked to pass along, RT, share links, digg news stories, stumble, and bookmark posts and images.
  1. Registration landing page created – Accelerate
  2. Eventbrite event page created with all details for After Party
  3. LinkedIn Event setup (Presentation and After Party)
  4. Facebook Event setup (Presentation and After Party)
  5. Use a socialcrm tool like Xeesm.com to target key invitees, sponsors or promoters of the event
  6. Plan Blog Posts ( at least 1 per week)
  7. Plan Twitter Activity (use MadisonSMC account for event)
  8. Post to all local digital and print calendars
  9. Solicit After Party event SWAG sponsors
  10. Collect questions and video interviews to drive awareness and excitement of event
  11. Create Social Media Press Release for presentation and after party
  12. Pursue interview at TV stations
  13. Pursue print interviews/stories with newspapers
  14. Create videos for Youtube promotion
  15. Use and suggest  status updates out each week for connections
  16. Get regular updates out on Twitter and ask for RT
  17. Traditional word of mouth
  18. Encourage people to bookmark, Digg, Delicious, and buzz any and all efforts.
  19. Calls to Media outlets for story lines and press conference
  20. Setup Press conference
  21. Capture the event in pictures and video
  22. Make arrangements for online streaming and recording
  23. Get sign copies of Trust agent books and give away
  24. Create followup blog posts to recap event (include link to recorded presentation)
  25. Upload pictures from event  – tag madisonsmc
  26. Upload video from event

STEP 2: PUT PLAN INTO ACTION

(TIMELINE: May 24 – June 21st)

1. Branding – make sure #MadisonSMC is mentioned in tweets and is used else where on events
2. WEB SITE (May 25)– the SMC site was updated for the event and two people committed to blog and post each week prior to the event.
3. Sponsors – if expecting 300 attendees, we needed 10-20 SWAG sponsors or limit bags
4. Event Calendars (By June 1)- IMBY, YourHomeTownbiz, Isthmus, InBusiness, Accelerate Madison Website, AmericanTowns, Personal websites,  Plancast, EventBrite, Facebook, LinkedIn, Personal but public calendars
5. Social updates on sites (ongoing) – LinkedIn, Twitter, Facebook, Youtube, Slideshare (select the ones that are most appropriate to your audience.
6. Social Media Press Release (2 weeks out) – Pitchengine
7. Blogs – Social Media Club, Examiner.com, WISocialMedia, MadisonSMC.  If necessary to capture buzz and community after your event, consider creating an event blog (ie Ning or similar site)
8. Groups/Pages: LinkedIn group posting, Facebook pages
8. Involve third party stakeholders – standup at your professional business meetings and mention the event. Winning the support of  other groups and community organizations can mean the difference between success and failure as they have valuable tools in the form of newsletters, e-mail lists and Web sites that can help carry messages further. For example, Disney Institute promotes their local events with non profits trade and professional associations and Chamber of Commerce groups to get the word out quickly to business owners.
9. Materials – Determined what materials would be needed to help spread event messages. List included: key messages for internal use, program, FAQs, newsletter, membership info, Web site copy for stakeholders, and media materials such as press releases
10. Call TV station NBC 15 for interview

Step 3. Execution Day of Event

Chris Brogan Presenting at Accelerate Madison/Social Media Club of Madison Event

KICKOFF – An event can be an easy way to generate news coverage and buzz. A press conference to officially announce the campaign could make an impact. We got a press release out on Pitchengine.  We secured a news interview on Channel 15 the week prior to the event.

LOCATION & TIMING –  The press conference on June 21 was a little last minute as we did not get final authorization until late on Friday before the event. Due to the speaking program that Chris Brogan was contracted for, the time slot of 3PM did not allow for TV stations to attend, nor did it allow for newspapers to get any details for stories for morning papers.

SPEAKERS & GUESTS – Accelerate Madison personally called key journalists and representatives in the Madison and greater Dane county area about the press conference.

LOGISTICS – Needs such as A/V, seating, parking and catering need to be determined well in advance. This was well handled by American Family who did a wonderful job with the food preparations prior to the event.

MEDIA RELATIONS – To ensure media attention throughout the campaign, we solicited attendance at event, and on-site, interview and photo opportunities.

BEST UNEXPECTED EVENT – Getting Oscar Mayer/Kraft Foods to arrange for  a couple of Wienermobile Hotdoggers to take Chris Brogan to the

Chris Brogan goes first class to airport in Wienermobile compliments of Oscar Mayer

airport instead of a car.

Step 4 Assess the Campaign

MEASUREMENT – After all the hard work of planning and executing the campaign, we took stock of results to determine success:

  • web site visits –  We did not do a pre campaign benchmark which I would suggest to anyone else.  total traffic since January 2010 start up is 8,173 views.  The highest day was 290 and during the Brogan effort we had a high of 179 views.
  • We had  300 people attend the event at American Family Training Center

Chart showing view build up on Madison SMC blog/website for Chris Brogan Event

  • Blog posts – A total of fourteen posts (that I counted) were made between 7 blogs.
  1. Social Media Club of Madison (host site)
  2. Accelerate Madison (host site)
  3. Wendy Soucie Consulting (board member)
  4. Networkmindshare blog (boardmember)
  5. Examiner/Madison Edition (national online news)
  6. Blog site for the Wienermobile Hotdoggers
  7. Miri Mcdonald blog (attendee)
  8. Miscellaneous  pickups from blogs event pages  (At least 4 posts were made as followup stories to the event.)

Final thoughts

I am not sure we used our member network as well as we could have. By breaking up the board members into groups focused on event setup and logistics, event promotion, member outreach, and followup, I think we could have used our members of both Accelerate Madison and Social Media Club more effectively. One thing I have found when I have been asked to buzz an event is that when I am given a list of 10 things to do, with concrete suggestions on places, wording to use and with deadlines to meet,  I do at least half of what is suggested – maybe in my own way, but I do it. Just asking to help out a bit is like asking someone to write a recommendation for you.  It usually happens quicker if you write a suggested framework first and let them (your recommender)  edit the document.

I also don’t think we effectively used Twitter. Next time I would define a stronger plan, created scheduled tweets to drive conversations mixed with promotion for the event.

You can see by the views of the website, the blog postings did generate traffic.  Next time I might do more outreach to members who have blogs and encourage them to post and link back at some frequency that they are comfortable with and one that would compliment the efforts of the main “home” blog.

There are certainly mistakes we made, but definitely a learning experience.  What have you done to promote an event using social media?  Please share your success stories and ideas in the comments.


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Google fiber project RFI for Madison | Interview of Preston Austin Imby.info

When Google speaks, people listen.  When Google offers to bring fast fiber networks into a city, people react. When Google suggest

Even the cows are looking forward to better connection speeds if Google Fiber lands in Madison.

that we might all be able to work on a 1G network with a little cooperation, organization and commitment, people take action. That’s what Madfiber.net is all about.  Even the cows want Google Fiber!

Town hall meeting educates the public

I attended the recent town Hall style meeting designed to educate the public on the RFI that the City of Madison is pursuing to win the hearts and mind of Google.  Community members of all flavors were present including city council, geeks, techies, grandmas, kids, business professionals, TV, radio, and newspapers eager to hear the opinions of the greater Madison community.

Ice cream flavor makes for sweet deal

Babcock Hall has even created a new flavor of ice cream to honor the Google Fiber interest.  I tasted it and it was very good.  I didn’t see it before it melted a little but it had candy pieces that were Google’s colors, granola for fiber, and nuts.   I am sure it had chocolate or I wouldn’t have liked it so much!

Interview of Preston Austin sets the stage for uploads

I had a chance to interview Preston Austin, co-founder of IMBY.info, and to my knowledge a pack leader in the fight to attract Google.  He leads a group who is generating action to convince Google  to extend its boundaries into every aspect of our community, beyond their very secure office in Madison.

If you are interested in participating and wish to speak your mind about this topic, here is your connection touch point:

Local website with all social touch points for Madison’s Google Fiber Network

You can find links to upload videos, pictures, post comments, fill out surveys, and state your opinions. March 26, 2010 is the big deadline for submitting the RFI and we need you on the Fan base on Facebook.

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Social Media at Events | Thoughts on Blogs 12-04-09

What Bloggers Want

Incorporating social media into events, conferences, and entertainment is the latest hot topic. In response to smtw-reportingLindy Dreyer of Social Fish talking about what bloggers want at a conference at Engage365 a new community. She says she and other bloggers want:

1. Free WIFI that actually works
2. Strong AT&T data network coverage
3. Plenty of outlets
4. Tags and
5. Access to photos/videos you create
6. Access to speakers
7. Access to each other
8. Boundaries specified

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I recently attended the Social Media and PR Summit at University of Whitewater. WIFI was available with some initial trouble logging on – I decided ultimately to use my Broadband card.

They didn’t have enough outlets.  I had to sit on the far edge of the room and not leave because of outlets and I wanted to tweet the conference. I did leave once to see a presentation upstairs, but ran out of battery near the end.

They should have seen this list by Social Fish before that time  and prepared better. Also there should be a blog room provided as there has historically been press and media rooms for writers to get away and “do their thing.” A screen was posted for live tweets but it was at the front of the room and not really accessible if you didn’t have a plug or binoculars.

25 Social Media Blogs You Should Read

Freelance Folder

A pretty interesting list of 25 social media blogs that Freelance Folder recommends reading. Some keep you current on new trends and others give you advice on how to leverage social media to your advantage.

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In response:

Your selection was excellent and I appreciate your brief intro since it allowed me to quickly go to some of these sites and add them to my blog role.  I picked some new I started to follow.

1. Social Media Explorer – one I added
2. Dosh Dosh – I added this one as I found it pretty interesting.
3. Conversation Agent
4. All Facebook – good place to collect updates on Facebook tips and updates
5. SmartBrief On SocialMedia – added this because of its social media news aggregation
6. Web-Strategist
7. Dan Zarrella – added along with deciding to buy his new book which is available in an audio version
8. Twitip – added this one to round out some Twitter info

PeopleBrowsr Opens Up In Public Beta, Unifying Social Activity

In response to a review of PeopleBrowser by Louis Gray on his blog.

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Your description makes me wonder if this tool, like so many others, is a following tool that does not let you actively pursue relationships.  Social Relationship Management is really the direction that I would like to see as this type of tool develops.

While CRM is internal to the organization SRM manages the social relationships outside the organization. I like what CRM helps me do in building business relationships, tracking my conversations, notes, current and future business potential.  I like that several people across my organization could share this data so we were all on the same page.

On the social side of business I don’t want to just follow people and only catch them from time to time. I want to set up goals about my relationships with people and business I wish to pursue. I want to track how the relationship is developing.  Have I interacted with them on many levels and many sites?  When was the last time I offered some value to this contact?

What I really want is to engage a very select few at very targeted times, while the rest that I am following continue within my social ecosystem.  I don’t think even PeopleBrowser does this.

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