Downsizing, Layoffs and Outplacing

People in a Meeting

Downsizing, Layoffs and Outplacing

Assembled by Carter
McNamara, MBA, PhD

Suggested Previous Reading

Guidelines, Methods and Resources for Organizational Change Agents

Various Perspectives

Managing after Downsizing
Serving the American Public:Best Practices in Downsizing
Leaving the
Nest – Surviving Layoffs

Layoffs
— The Reputable Way
Downsizing
With Dignity

Organizational
Downsizing: Definition, Strategies & Business Impacts

The
Worst Thing I’ve Ever Done in HR

The
tools – Downsizing

Learn More in the Library’s Blogs Related to Downsizing

In addition to the articles on this current page, also see the following blogs
that have posts related to Downsizing. Scan down the blog’s page to see various
posts. Also see the section “Recent Blog Posts” in the sidebar of
the blog or click on “next” near the bottom of a post in the blog.
The blog also links to numerous free related resources.

Library’s Consulting
and Organizational Development Blog

Library’s Leadership Blog
Library’s Supervision
Blog


For the Category of Organizational Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Basic Terms in Staffing of Employees

Female employee raising hand for asking question at conference in office boardroom

Basic Terms in Staffing of Employees

Sections of This Topic Include

Task
Job
Role
Work Measurement
Job Analysis
Job Description
Job Evaluation
Work Design and Job Design
Staffing Planning
General Resources

Also consider
Related Library Topics


Basic Terms in Staffing of Human Resources

Basic Terms in Staffing of Human Resources

Task

A task is a recurring activity, usually small in scope, that is required in
a job role, for example, completing a daily time card or operating an automobile.

Job

A job is a recurring set of similar tasks and responsibilities in order to
accomplish certain results in an organization.

Role

A role is a recurring activity, larger in scope than a task, that describes
the overall, recurring activities that a person does in an organization. Think
of a part that people play in the organization.

Work Measurement

From the Institute
for Management Services

Work measurement is the process of establishing the time that a given task
would take when performed by a qualified worker working at a defined level of
performance.

Job Analysis

From SHRM

Job analysis is the systematic study of a job to determine which
activities and responsibilities it includes, its relative importance to other
jobs, the personal qualifications necessary for the performance of the job and the
conditions under which the work is performed. An important concept in job analysis
is that the job, not the person doing the job, is assessed, even though HR may
collect some job analysis data from incumbents.

From HR Guide to the
Internet

Job Analysis is a process to identify and determine in detail
the particular job duties and requirements and the relative importance of these
duties for a given job. Job Analysis is a process where judgments are made about
data collected on a job.
What is the difference between
job design and job analysis?
Job Analysis:
An Overview

Job Analysis and links

The activities of a job analysis can suggest the activities needed
in a certain job. It can also suggest the roles and responsibilities in that
job. That, in turn, can generate a job description for that job.

Job Description

A job description is a written document that describes the roles
and responsibilities in a job. Job descriptions are often referenced to know
what to evaluate about an employee when completing employee appraisals (evaluations).

There are various different formats of job description including
title of the job position, brief summary description, minimum requirements to
qualify for performing the job (minimum certifications and years of experience),
job duties and any restrictions on performance (must be able to lift over 40
pounds).

Job Description
(Wikipedia overview)
How to
Design a New Job (how to create one)
Samples
of Job Descriptions (numerous samples)

Job Evaluation

A job evaluation is clarifying the focus, scope, and depth of different jobs,
usually, be comparing different, but similar, jobs to each other.

Work Design and Job Design

The Business Dictionary defines work design as:

An arrangement in the workplace that has the objective of overcoming
employee alienation and job dissatisfaction that comes about from mechanical
and repetitive tasks in the workplace. Work design is used by organizations
to boost productivity by offering employees non-monetary rewards such as satisfaction
from a greater sense of personal achievement. Also called job design.

From Wikipedia

Job design (also referred to as work design or task design) is
a core function of human resource management and it is related to the specification
of contents, methods, and relationship of jobs in order to satisfy technological
and organizational requirements as well as the social and personal requirements
of the job holder or the employee.

Work Design (Wikipedia)
Work Design
in an Organizational Context
Principles
of Good Work Design

Staffing Planning

The staffing plan specifies what positions, jobs, and/or roles
will be needed by the organization, usually over the next year, along with how
they will be organized into the organization, including who they will report
to and how they will work together.
How to Know What
Positions and Jobs Are Needed

General Resources

Basics, Terms and
Definitions (and Misconceptions) About Management
Basic
Terms in Training and Development
Glossary
of HR Terms
Job,
Role, Competency and Skills Analysis

Also consider
Organizing
or Reorganizing an Organization and Its Employees
Organizational Structures and Design


Learn More in the Library’s Blogs Related to Human Resource Planning

In addition to the articles on this current page, see the following blogs which
have posts related to Human Resource Planning. Scan down the blog’s page to
see various posts. Also, see the section “Recent Blog Posts” in the sidebar of
the blog or click on “next” near the bottom of a post in the blog.

Library’s
Human Resources Blog

Library’s
Leadership Blog

Library’s
Supervision Blog


For the Category of Human Resources:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Basic Guide and Free Resources for Using Social Media

Hand holding a phone showing the different social networks on its screen

Basic Guide and Free Resources for Using Social Media

Sections of This Topic Include

Introduction
What is Social Networking?
What is Social Media?

How to Get Started With Social Media
Which Social Media Tools Should You Use?
What Are Uses of Social Media?
How to Get Started With Social Media

Communicating on Social Media
Whom Will You Communicate With?
How Will You Communicate It?

Social Media Plans and Policies
Build Your Social Media Plan Right From Scratch
Plan How to Evaluate Your Social Networking
Social Networking Policies

Example Use: Social Media for Marketing
Social Media for Marketing – Part 1 of 2
Social Media for Marketing – Part 2 of 2

Social Media Tools
Categories of Social Media Tools
Major Social Media Tools
Other Popular Social Media Tools
Social Media Management Tools

Online Reputation Management
How to Monitor Your Reputation
How to Fight Back When Needed

Get Help from Experts in Social Media?

Also consider
Computers
Marketing
Marketing On-Line
Networking
Public and Media
Relations

Related Library Topics

Learn More in the Library’s Blogs Related to Social Networking and Social Media

In addition to the articles on this current page, also see the following blogs
that have posts related to Social Networking and Social Media. Scan down the
blog’s page to see various posts. Also see the section “Recent Blog Posts”
in the sidebar of the blog or click on “next” near the bottom of a
post in the blog. The blog also links to numerous free related resources.

Library’s
Career Management Blog

Library’s
Coaching Blog

Library’s
Human Resources Blog


Introduction

What is Social Networking?

MarketingTerms.com
defines social networking simply as “The process of creating, building,
and nurturing virtual communities and relationships between people online.”
So social networking is the broad type of networking that so many of us consider
networking to be; however, it is conducted virtually via tools on the Internet.

Online social networking is viewed by many as the next new paradigm in personal,
professional and organizational networking and marketing. The following link
provides a broad overview of social networking.
Social
Networking (Wikipedia)

The social network is a vital resource for organizations and is accessible
to us all. Organizations can usually control the assets that they use, but who
controls the social network?
Who Owns the Social Network?

What is Social Media?

Whatis.com
defines social media as “the collective of online communications channels
dedicated to community-based input, interaction, content-sharing and collaboration.
Websites and applications dedicated to forums, microblogging, social networking,
social bookmarking, social curation, and wikis are among the different types
of social media.” So essentially social media refers to the tools that
used in social networking.

This article helps you to take a broader — but more conversational
— view of social media.
28
Telling Responses to 27 Things About Working in Social Media

Here are some articles that explain why social media is so important to organizations.
How Social Networking Has Changed Business
Company
Culture: It Cannot Run and It Cannot Hide (from Social Media)

How to Get Started With Social Media

How to Get Started With Social Media

It can seem overwhelming to think about even where to start, especially because
it seems that social media can be used for so many applications — and because
the number of tools seem to expand so rapidly. Fortunately, a lot of the advice
about getting started seems similar to advice about starting other ventures:
start with planning. That is the topic in the next section, but for now, it
will help to read some advice about getting started.
17
Tips For Getting Your Small Business Started With Social Media

Getting Started with Social Media
6 Essential Steps for Executing Your Social Media Strategy
How
To Get Started In Social Media

What Are The Uses Of Social Media?

As with any widely used set of tools, it is sometimes difficult to know where
to start when using the tools. As you can imagine, the uses of social media
are vast. Perhaps the most visible use is for networking with friends and family.
Many of us are also used to thinking about social media as being used for marketing,
public relations, advertising and promotions, and research for a wide variety
of purposes. People also enjoy immediate access to a wide variety of news media
and journalism about current events.

However, more recently, the tools are also used to cultivate citizen participation,
including to enlighten citizenry about various social causes, as well as to
mobilize and organize citizens to have a strong voice in their communities and
nations.
What
Are the Uses of Social Media?
More
Uses of Social Media

As beneficial as social media has been, there have also been a variety of negative
uses and impacts.
The
Negative Impact of Social Networking Sites
How
Social Media is Bad for You
Social
Media Overload: When is Enough Too Much?

Which Social Media Tools Should You Use?

Start by taking a broad view of your most important needs in addressing your
strategic priorities. For example, is it most important now to expand your markets
and products? If so, then use market research to identify new markets and use
product development to produce products and services for those new markets.
In that situation, use social media tools that have has a large number of users
in order to pose your research questions across a broad range of people, for
example, use Facebook and Twitter. If, on the other hand, your most important
priority is to cultivate stronger relationships with your customers, then you
might use Twitter to regularly send short messages to them. So before you start
selecting which tools to use, first you should determine what “success”
even means.
What Does Real Social Media Success Look Like?

So to best identify which tools to use, it is important to:

  1. To do planning to know what are your most important strategic needs now?
  2. Think about “success” means, for example, what goals would be
    achieved.
  3. Consider the categories of social media that most closely match your needs.
  4. Consider some of the most popular tools in that category.
  5. Perhaps get some quick expert advice to narrow down your choices.
  6. Start simple, but start.

The remaining subtopics will help you to select the best tool to use.


Communicating on Social Media

The most important part of using social media is not selecting the right tool.
It’s knowing whom to write to and what to write to them.

Whom Will You Communicate With?

Think about:

  1. The different groups that you want to communicate with, for example, customers,
    suppliers, investors/funders, collaborators, community leaders, researchers,
    etc.
  2. What do you want each group to believe about you and/or your organization?
  3. What messages need to be conveyed to each group in order for them to believe
    that?
  4. How does each group prefer to get their communications, for example, short
    emails or tweets, brochures, research reports, etc.?
  5. Who will communicate to which groups, how and by when?

Put the answers to those questions into an overall communications plan that
you begin to implement.

How Will You Communicate It?

People know that first impressions are extremely important. That is true not
just in in-person communications, but in writing, as well. The following links
are to articles to help you ensure that your writing is high-quality.

Building Blocks of Composition

Vocabulary
Spelling
Grammar

Writing Process

Planning
and Organizing
Writing
for Readability
Formatting
Your Writing
Getting
Starting With Writing
Reviewing
Your Writing

Writing Online

Email
versus Voice
Email
Writing
Netiquette
Styles
of Writing
Writing
for Readability




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Social Media Plans and Policies

Build Your Social Media Plan Right – From Scratch

© Copyright Lisa
Chapman

How to Reach Your Target Audience

In addition to your primary site, social media sites leverage your messages
online. The wonder of social media is that it naturally connects people who
have similar interests. You want to reach your friends, and your friends’
friends.

When you engage in discussions online through social media, your message can
even “go viral”, gaining momentum and reaching well beyond your
friends’ friends. The ultimate goal of an internet marketing campaign
is to create a meaningful message that reaches its target audience and is virally
spread to others who are interested in the topic.

Social Media Plan Fundamentals

Build your social media presence and interaction very deliberately. Certain
basic fundamentals will make your social media efforts most rewarding:

  • Write down your business goals.
  • Find and listen to the conversations that are already taking place online
    about you, your products, your competitors, and your competitors’ products.
  • Find and listen to your ideal customers’ needs. Remember, when you
    offer a solution that solves a pressing problem, fulfills an urgent need,
    or gives them hope and joy, people will eagerly buy it.
  • Choose key social media sites for your target niche and establish your online
    profile.
  • Integrate those sites for maximum exposure, brand-building, and traffic.
  • Engage in conversations.
  • Build your network or following. Build your email database.
  • Track and monitor activity and results.
  • Tweak to continually improve results.
  • Repeat.

Listen, Engage, Add Valuable Content

A site that allows users to interact and add content (comments, links, photos,
video, etc.) is social. Use first person. Make your interaction sound and feel
genuine. The people you meet online will be attracted to you (and what you offer)
when you add helpful, meaningful input. If you’re new to social media,
it is widely recommended that you first LISTEN to the conversation in order
to become familiar with its unique style and flow.

Also see
Gotta
Have A Social Media Strategy
How
To Create a Successful Social Media Campaign

A Worthwhile Social Media Strategy Always BEGINS with Goals
Social
Media Strategies
Want to Lead Corporate Social Strategy? Read This

Getting Social Media Right: A Short Guide for Nonprofit Organizations
21 Ways Non-Profits Can Leverage Social Media
The
Nonprofit Social Network Benchmark Report – Highlights and My Two Cents

When to Stop and When to Keep Going with Your Social Media Strategy
5 Social Media Blunders That Prevent Brands From Showing a ROI

Planning How to Evaluate Your Social Networking

Remember when you first started planning how to use social media, using the
guidelines near the top of this topic? Guidelines suggested that you identify
what “success” really means. Now is when you can evaluate whether
that success is being met or not.
10 Social Media Metrics for Nonprofit Organizations
5 Essential & Easy Social Media Metrics You Should Be Measuring
Measuring Social Networks
The Klout Score, a Way to Measure Online Influence
Evaluating
Online Activities: Online Action Should Create & Support Offline Action

Social Networking Policies

© Copyright Lisa
Chapman

Blogs, comments and social network postings are very important in businesses’
marketing tactics. They attract audiences and begin to build relationships of
trust and engagement. But employee posts can also inadvertently cause PR nightmares
for business, if even ONE errant post goes viral and causes negative word of
mouth.

Legal Risks of Employees’ Social Media Use

When using social media, companies are exposed to many serious risks from multiple
angles, including:

Defamation
Copyright
Anti-trust issues
Inappropriate use by staff
Intellectual property rights
User generated content
Employment practices

Don’t let your marketing and communications teams run ahead without due
diligence and risk management controls.

EXAMPLE Social Media Policies

Let’s take a quick look at a few companies’ policies and guidelines
on employee use of social networking. The policy excerpts below offer highlights
of their own in-house guidelines:

Yahoo’s Blog Policies – Belief Statement

“Yahoo! believes in fostering a thriving online community and supports
blogging as a valuable component of shared media.”

Mayo Clinic’s Employee Social Media Policy

“The main thing Mayo employees need to remember about blogs and social
networking sites is that the same basic policies apply in these spaces as in
other areas of their lives. The purpose of these guidelines is to help employees
understand how Mayo policies apply to these newer technologies for communication,
so you can participate with confidence not only on this blog, but in other social
media platforms.”

City of Seattle

“To address the fast-changing landscape of the Internet and the way residents
communicate and obtain information online, City of Seattle departments may consider
using social media tools to reach a broader audience. The City encourages the
use of social media to further the goals of the City and the missions of its
departments, where appropriate.”

Many companies are quite explicit, with well-defined, formal rules. Others
adopt a more open, lenient culture.

Why You
Need a Social Media Policy

How
Can Companies Craft the Best Social Media Policies?

Global
Study: Business Policy and Risks of Employee Social Media Use

How to Develop a Social Media Content Strategy
Is Your Social Networking Policy Illegal?
Who Owns the Social Network?
How
to Avoid a Social Media Lawsuit

Your
Organization Needs a Social Media Policy


Example Use: Social Media for
Marketing

Back to Basics: Social Media for Marketing
– Part 1 of 2

© Copyright Lisa
Chapman

Simple Steps will Integrate Social Media into Your Traditional Marketing Plan

As a marketing and small business consultant (https://www.linkedin.com/in/golisachapman/
and social media consultant,
I am continually astounded at how SLOW small business managers really are in
understanding, budgeting, and integrating online marketing into their traditional
marketing plans. Lots of lip service, very little action.

I realize that this is old news, but if this post motivates even a just handful
of small businesses to actually START their trek into online marketing, I will
be thrilled.

For those of you who have already started – congratulations, and please
read this in the spirit of checking yourself. Have you covered the basics?

Why is Social Media Marketing Important?

Traditional marketing has changed and will never be the same.

  • Technology allows consumers to mute or skip TV commercials – and
    they do.
  • Newspaper and all print circulation is dying. Ads do not get our attention.
  • One-way “push” messaging is now viewed as offensive and hype-ish.
    Bad for the brand.
  • Consumers are overwhelmingly ‘over-messaged’. We are all OVERLOADED.
  • Consumers do not trust traditional marketers anymore.

Consumers Demand More Attention

Online, consumers have a voice. If a company’s product or service doesn’t
match their marketing claims, WATCH OUT! Disgruntled and disenchanted consumers
now have the power to publish all of their harsh and unedited opinions –
anytime they want to! Once published online, those messages are likely permanent,
and business has no control over the backlash.

Consumers want and demand that:

  • Their voice be heard and ACKNOWLEDGED.
  • Companies be accountable for mismatched promises and actions.
  • Their peers be involved in the most powerful ‘word-of-mouth’
    ever.

Business Can Take Action and Benefit Enormously

Think of it like this: social networks are actually a democratic form of business!
Customers vote with their opinions. Business has a gigantic opportunity to directly
impact their customers online, engage them, and develop a real relationship
of TRUST that will be stronger and longer-lived.

Businesses of all sizes MUST adopt and USE a social networking and social media
marketing strategies NOW – or risk being left in the dust.

Back to Basics: Social Media for Marketing
– Part 2 of 2

© Copyright Lisa
Chapman

Integrate Social Media Marketing – Brand Advocates

When companies engage their audience and develop online relationships with
real authenticity and trust, they have an exciting opportunity to make those
individuals volunteer advocates of their brand!

Business has never had a bigger vehicle for positive word-of-mouth advertising.
Fun campaigns can go ‘viral’ and trigger momentum like never before.
This takes some strategic planning by management, and some genuine understanding
of social networks. It’s a new culture that MUST be embraced by the entire
organization, from the top down.

7 Steps to Start Strategizing – Target and Engage Your Online Audience

  1. Gather together a company team to strategize social media marketing. Include
    a cross-section of top management, sales, marketing, customer service, and
    a knowledgeable social media marketing individual (bring in a consultant if
    you don’t have this expertise on staff.)
  2. Convene this group for a minimum of four hours. Bring the current marketing
    plan. Ask everyone, “Does our (product or service) delivery match our
    marketing message?” If not, STOP. You must solve these problems before
    you can mount a successful social media marketing strategy/plan/campaign.
  3. Discuss and decide on your marketing and advertising goals. Do your current
    marketing and advertising efforts achieve them? If so, challenge the team
    to set higher goals, and brainstorm ways that social media marketing can be
    implemented.
  4. Identify online communities where your ideal customer congregates or searches.
    For example, if you are a local business, Google: “(your city) directories”
    to find local directories in which you should be listed.
  5. Make sure that you have searched and settled on specific keywords and keyword
    phrases that you use consistently in all of your online content.
  6. Establish 2-6 online “properties” (all optimized for your keywords)
    such as; at least one website, blog, social network site, and directory. The
    more places you exist online, the greater your chances of being found!
  7. Brainstorm online campaigns that help you achieve your goals. Remember,
    social media is effective ONLY if you have an end in mind. Otherwise, it’s
    fun, but can be a waste of time and precious resources.

Hundreds of creative possibilities exist, depending on your time, budget and
goals. Have fun with this!

Also see
Building
Your Brand with Social Media
The Social Graph
Small Business Social Media Marketing – 3 Success Stories
10
Laws of Social Media Marketing
Use
Social Media to Increase Sales
Plan
and Build Your Social Media Presence

How
To Make A Social Media Campaign Go Viral
Social
Media, Hot Marketing and Nobody is Listening
Is
Marketing on ALL Social Media Sites Necessary?


Social Media Tools

Categories of Social Media Tools

Before selecting which tools to use, it helps to get some perspective by considering
the different overall types (or categories) of social media tools and what each
is used for.
Seven
Key Categories of Social Media Marketing Tools
Clearing
Clouds of Confusion – the 5 Categories of Social Media Software
Different
Categories of Social Media Tools

Major Social Media Tools

Although there has been a recent explosion of new tools, the following tools
are some of the more popular for you consider.

Blogging

A blog is an online journal of information about a certain topic. The blogger,
or owner of the blog, writes or publishes regular “posts,” or articles,
about the topic. Posts vary in size from 100 words to 1,000 depending on the
nature of the topic. The posts might be published once a month or even once
a day, depending on the blogger’s time and energy for the blog.

A blog is a powerful means for the blogger to establish relationships with
stakeholders by sharing his/her opinions and expertise on a regular basis. Stakeholders
could include, e.g., customers, investors, employees, community leaders, collaborators
and suppliers. The stakeholders read the blog posts to learn more about the
topic and even more about the blogger.

Business Blog FAQ
Advice for New Bloggers
7
Blogging Mistakes That Small Businesses Make

Blogging
for Your Online Business

Blogging:
The Spiders Say It’s Time You Got Started

Use Email Marketing to Grow Your Blog
5 Tips on Business Blogging With Minimal Resources
The Short Post Vs. The Long Post. Who Will Be Victor?
Blog Posting Frequency Overview
Backup
Your Blog

Your
Blog

How
to Find Endless Topics for Blog Posts

Here’s a link to a list of directories, each of which lists many blogs about
various topic.

Directories
of Blogs About Management Topics

LinkedIn

LinkedIn is sometimes described as a “social networking service for adults”.
It’s a very useful tool for quickly informing people about your professional
experiences, skills and interests. You also can use LinkedIn to conveniently
network with others who have similar backgrounds and interests. Compare LinkedIn
to Facebook, below, which tends to be about more informal topics, such as personal
background, interests, family, hobbies, friends, etc.
LinkedIn
LinkedIn (Wikipedia)
LinkedIn
– Social Networking for Professionals

The
Missing Link (myspace for adults)

LinkedIn
Criticism

How to Grow Your LinkedIn Network
5
Tips for Individuals to Help Companies Get More Out of LinkedIn

LinkedIn
Company Pages
Leveraging Social Networking Sites to Generate Business

Facebook

People can join Facebook to share information about themselves or their organization.
Information about themselves tends to be rather informal — more so than LinkedIn.
Organizations increasingly use Facebook as a public relations tool, to inform
the public about the organization.
Facebook
Facebook (Wikipedia)
Criticism
of Facebook

Using
Facebook to Capture Customers

How to Use Facebook to Drive Higher Sales
How
to Create an Effective Company Facebook Page

Facebook
Marketing Q & A – The Essentials for Small Business Social Media Marketing

Facebook:
Convert Personal to Business

What
is a Facebook “Like” Worth? Part 1 of 2

What
is a Facebook “Like” Worth? Part 2 of 2

Instagram

Instagram is a free tool for sharing videos and photographs. Research shows
that a large percentage of people prefer to communicate visually rather than
by reading. Instagram is very useful for people who prefer visual communications,
especially via their smartphones. Research also shows that people are immediately
more affected by images than by words.
Instagram
Why
is Instagram so Popular?
9
Reasons Instagram Will Overtake Facebook
What
is Instagram and Why Is It So Popular?

Twitter

Twitter is a social networking site that allows the author to quickly share
messages, or tweets, of up to 140 characters and with huge numbers of people.
While 140 characters might seem quite limiting, an increasing number of people
and organizations use Twitter to share opinions and even to advertise products
and services. Some news organizations use Twitter to quickly broadcast up-to-the-minute
news items.
Twitter
Twitter (Wikipedia)
Five Ways Twitter Can Help You Conquer Distraction
Five Things Wrong With Twitter When It Comes to Marketing
How to Twitter and Get More Followers
Why Should I Be on Twitter and What Should I Do First?
Twitter
Mistakes to Avoid

Twitter
No-No’s

Emergency
Twitter Tips

Twitter
Wit: Is It Time for Subtle?

Nine
Specific Ways to use Twitter for your Business

YouTube

YouTube provides a forum in which people can show videos about a broad range
of subjects, including about themselves and their organizations. The videos
usually include audio/sound, so YouTube is a very quick, convenient, low-cost
way to broadcast information about yourself and your organization. It’s viewed
by millions of people.
YouTube (Wikipedia)
Mashable (about social networking
tools)

How
to Use YouTube for Marketing Your Business

Other Popular Tools

When determining the most popular tools, it is important to know what type
of tool that you are looking for. For example, in 2019, Facebook has the largest
number of users, followed by YouTube, WhatsApp, Messenger, WeChat and Instagram.

The
7 Biggest Social Media Sites in 2019
Top
15 Most Popular Social Networking Sites and Apps [2019]

21 Top Social Media
Sites to Consider for Your Brand

65+ Social Networking
Sites You Need to Know About

Social Media Management Tools

There are so many tools that there now are social media management tools for
managing the many tools that you might use.

The
7 Best Free Social Media Management Tools in 2019

The 9
Best Social Media Management Apps in 2019
13 of
the Best Social Media Management Tools

The 25
Top Social Media Management Tools for Businesses of All Sizes


Online Reputation Management

Social media permits you to expose your values, opinions and activities to
a much wider audience than ever before. While that comes with many benefits,
it also comes with a price. You have to be more diligent than ever before in
monitoring how others are perceiving you and what they are saying about you.

How to Monitor Your Reputation

In effect, your online activities create a reputation about you as much as,
or more, than your in-person activities. That has spawned a new field of practitioners
who help you manage your online reputation.
What
is Online Reputation Management?
Free
Social Media Monitoring

Why
is Social Media Listening Important?

Reputation
Management (vast resources)

How to Fight Back When Needed

When something negative is said about you, it can seem impossible to “un-ring
that bell” because that information can spread like a wild fire. However,
as more people have suffered from negative publicity, more tools and methods
have sprung up to deal with these situations.
Protecting
and Repairing Your Online Reputation
Fight
Back with Social Media

Reputation
Management (vast resources)


Get Help from an Expert in Social Media?

You might consider getting the advice of an expert in social media. If you
have followed the guidelines in this overall topic, then you can already provide
a great deal of very useful information to the expert, which will likely decrease
the amount of time needed from that person, as well as decreasing the fees that
you would pay.

How
to Hire The Perfect Person To Run Your Social Media
Read
This Before You Hire A Social Media Expert
5
Musts Before Hiring a Social Media Specialist

Also see
How
to Successfully Hire and Work With an Excellent Consultant


For the Category of Social Networking:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Social Enterprise and Entrepreneurship

Young lady working with a laptop

Social Enterprise and Social Entrepreneurship

Social enterprise is, fundamentally, about using a market-driven business model to address key social and environmental issues. It is an emerging field with diverse and shifting interpretations. In this page, we’ll try to sort through all this, introduce you to the major players, and give you a launching pad for future inquiry. For guidelines to plan and establish a social enterprise, see the book Venture Forth! Essential Guide to Starting a Moneymaking Business in Your Nonprofit Organization .

Sections of This Topic Include

Also consider

Preparation for Starting an Organization


What Social Enterprise Is (and Is Not)

What Social Enterprise Is

Social enterprise is, fundamentally, about using a market-driven business model to address critical social and environmental issues. See Social Enterprise. Many people believe that a fundamental element of social enterprise – indeed, the “social” in social enterprise – is collective ownership. Some go so far as to stipulate a nonprofit legal structure for a social enterprise. For example, see What Are the Legal Structures for Social Enterprises? by the Social Enterprise UK.

Until we come up with a broader term than “social enterprise”, some would advocate for a broad interpretation that does not limit it to collectively-owned businesses. If the overarching purpose of the business is to address a social and/or environmental issue, it’s a social enterprise – regardless of its ownership structure. This is a pragmatic position — the world’s problems are far too great to be creating arbitrary silos that limit participation and sharing.

What Social Enterprise Is Not

Social enterprise is not about balancing the “double bottom lines” of profit and social impact, as though they are equally important. The real bottom line for a social enterprise, the goal by which its success should ultimately be evaluated, is its social (or environmental) impact, and being profitable (or at least financially sustainable) is the entirely necessary means to that end. Of course, there can be no social mission without money, but the first goal is mission.

Social enterprise is not the exclusive domain of nonprofits – See “What Social Enterprise Is” above. While nonprofits have been – and continue to be – leaders in the social enterprise movement, social enterprise need not be limited to nonprofits. Moreover, simply being owned by a nonprofit is not sufficient to make a business a social enterprise. The enterprise must have as its overarching purpose the amelioration of social and/or environmental issues.

Social enterprise is not just another fundraising strategy for nonprofits – While it’s possible for a social enterprise that is owned by a nonprofit to generate funds to support the operation of that nonprofit, the generation of those funds is secondary to the direct impact it has on social or environmental issues. If generating funds is your biggest priority, check out the fundraising topic in this Library.

Social enterprise is not about “saving” the nonprofit sector – While social enterprise has great potential for enhancing the vitality and sustainability of the nonprofit sector, that potential impact is secondary to its real purpose – helping (directly, through the operation of the business) to make the world a better place.

Some Additional Perspectives on Social Enterprise


Leading Examples of Social Enterprise

A Few Great Individual Examples

Social enterprise comes in all shapes and sizes and can be found all over the world. Here are a few examples:

Social Enterprise Directories

Organization Directory compiled by the Social Enterprise Alliance


Why Social Enterprise Matters

Social enterprise matters because it is focused on making positive change at a time when we desperately need it. Social enterprise is one important tool, among many, that is actively and directly making our world a better place.

Social enterprise is more responsive. Social enterprise doesn’t rely on the shifting priorities of government and major foundations; it gets on with making the change that is needed within a community and (sometimes) grows to affect whole cities, countries, and regions.

Social enterprise is scalable. Like all businesses, social enterprise has, with investment and sales revenue, the ability to grow to meet needs and priorities of the communities it serves, as opposed to traditional nonprofit programs, which are often limited to the funds available from government and philanthropic funders.

Social enterprise actively engages stakeholders. Social enterprise gives the people it helps a direct voice in the operation of the business – as owners, employees and paying customers.

Additional Perspectives on Why Social Enterprise Matters

Benefits of Social Enterprise: Earned-Income Generation

Nonprofits Can Generate an Earned Income


Related (But Different) Fields and Topics

Social Innovation

In “Rediscovering Social Innovation” (Fall 2008 issue of the Stanford Social Innovation Review), social innovation is defined as “a novel solution to a social problem that is more effective, efficient, sustainable, or just than existing solutions and for which the value created accrues primarily to society as a whole rather than private individuals.” So defined, social innovation is a bigger concept than social enterprise, which is not limited to enterprise-based approaches to addressing critical issues. Put another way, social enterprise can be a vehicle for social innovation.

Also see Dimensions of Social Innovation.

Social Entrepreneurship

Ashoka defines social entrepreneurship as “individuals with innovative solutions to society’s most pressing social problems. They are ambitious and persistent, tackling major social issues and offering new ideas for wide-scale change. Rather than leaving societal needs to the government or business sectors, social entrepreneurs find what is not working and solve the problem by changing the system, spreading the solution, and persuading entire societies to take new leaps.” So defined, social entrepreneurship is concerned with the entrepreneurs who undertake large-scale social innovation – which may or may not involve a social enterprise. See “What is a Social Entrepreneur” for a list of people who meet Ashoka’s definition.

The Grameen Bank is a great example of a social enterprise which, led by social entrepreneur Muhammad
Yunus
, popularized the social innovation of microcredit. Also see Promise (and Problems) with Microcredit.

Corporate Social Responsibility

CSR is, for many, about maximizing shareholder value in a way that minimizes negative social or environmental impacts. To the extent that this is the case, profit is the first goal and minimizing harm (not making things better) is the secondary goal. CSR is way better than business as usual, but it’s not social enterprise. See the Business Ethics topic for more information.


Resources for Doing Social Enterprise





Social enterprises face unique challenges, on top of all the other challenges that any business must contend with. In this section, we focus on presenting resources that address the unique challenges. In later versions of this page, we may add the general resources – keep an eye out for that.

Becoming a Social Entrepreneur

Starting an Enterprise

Market Research — Inbound Marketing

Human Resources Planning

Financial Analysis and Management

Feasibility Analysis

Financing and Taxes

Evaluation

Guiding Principles

Commitment to Integrity


Get Connected: Social Enterprise Organizations, Networks and Publications

Organizations and Networks

Publications

Websites

Social Enterprise Alliance. North American membership association offers many resources, some available to all, others members only.

REDF. San Francisco based funder that’s probably started and supported more successful social enterprise’s than anyone else. Web site chock full of practical advice.

Community Wealth Ventures. Washington DC consulting firm founded by Bill Shore; resources include SE database, franchising report, L3C report, and more.

Social Enterprise World Forum. Free, global, 7000+ subscriber listserv focused exclusively on social enterprise. Post a question and you’ll likely get five answers in days.

Rolfe Larson Associates*. Denver consulting firm with a Free Resources section with practical work sheets and templates on starting an SE.

Free Management Library. Section on Social Enterprise and Business Planning packed with resources and links about the field. Weekly blogs also.

Wikipedia. Nowadays every research project has to include Wikipedia, although in this case, it is a bit sparse on practicality.

Aperio in Toronto offers some good articles and case studies.

Continue to Learn in the Library’s Social Enterprise Blog

The blog is hosted by an expert in social enterprise who writes two posts per week, including from guest writers. Learn from those posts — even consider writing an article yourself!
Social Enterprise Blog


Learn More in the Library’s Blogs Related to Social Enterprise

In addition to the articles on this current page, also see the following blogs that have posts related to Social Enterprise. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


Vast, Additional Resources in the Category of Social Entrepreneurship


All About Sales

Sale spelt out with 3D letters

All About Sales

Sections in This Topic Include


Foundations for Successful Sales

Sales Process and Sales Pipeline

Planning Your Sales Strategy

1. Generating Leads – Using Sales Channels

2. Qualifying the Client — Is Client a Prospect?

3. Sales Interviews and Presentations With Prospects

4. Sales Proposals and Negotiations

5. Closing the Sale

6. Account Maintenance and Management

Miscellaneous Perspectives — and Challenges and Pitfalls

Managing Yourself for Successful Sales

Managing Sales Activities and Sales Force

General Resources

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Sales

In addition to the articles on this current page, also see the following blogs that have posts related to Sales. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


Foundations for Successful Sales

What is Sales?

Before learning more about how to do successful sales and selling, it’s important first to get a sense of what sales is, so you can more accurately understand the guidelines, tips and tools provided throughout this topic. Also, it’s useful to understand different viewpoints about sales, especially so you can more accurately understand how your clients talk about sales.

Also consider
Marketing (scan the subtopics to understand Marketing)

Understanding the Sales Process (Sales Pipeline)

There is a general, overall process that successful sales people follow, although there are different perspectives on that process, including names for the various steps along the way. The next major section in this topic includes more detailed guidelines, tips and tools for each stage of one perspective on the sales process, or sales pipeline as some people refer to it.

Understanding the Sales Cycle

The sales cycle is often referred to as the time it takes to do the sales process mentioned above. Timing is critical because the faster and shorter the sales cycle, the faster that more revenue is generated, customers are satisfied and more customers can be gotten by the organization.

Value of Product Knowledge

There’s an old saying that a “good salesman can sell anything.” That’s not so true today when the nature of products and services can be highly complex and the nature of customers and clients can be highly demanding. Yet there’s an ongoing argument about which is best — product knowledge or sales skills.

Also consider
Product Development

Useful Knowledge and Skills to Have in Sales

You don’t have to read all of the resources referenced from the following links. Rather, a quick scan will give you an impression of the different types of knowledge and skills to start learning over time. Perhaps for now, realize that there’s more to being a good salesperson than learning the sales process and sales cycle. Many of the following are also more directly associated with other subtopics in this overall topic of Sales.

Useful Business Skills for Salespeople

Useful People Skills for Salespeople

Understanding Types of Clients and How to Engage Them

Also consider

Types of Clients

Multi-cultural Customers and Sales

Also consider
Diversity and Inclusion




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Planning Your Sales Strategy

Your sales strategy is the approach you have designed to powerfully describe your products and services to your current and potential customers, so that they appreciate their benefits to them and thus, are more inclined to purchase them from you.

Your sales strategy should be associated with a variety of methods to guide current and potential customers through the typical sales pipeline (described below). Methods might include, for example:

  1. Qualifying prospects, that is, deciding which prospects are most likely to become customers
  2. Contacting them via communication channels that are most suitable to them
  3. Effectively describing, or pitching, the product or service to them
  4. Closing the sale, that is, getting formal agreement from each customer to buy the product or service
  5. Ensuring follow-up activities, for example, strong customer service to ensure strong customer satisfaction

Sales Process and Sales Pipeline

1. Generating Leads — Using Sales Channels

A lead is a potential customer. (Later, in the sales process, you will qualify the lead to determine if he/she is a prospect, that is, is someone who is very likely to buy from you.) Sales channels are the methods by which salespeople and customers communicate with each other. The resources that are referenced in this subtopic usually give advice about how best to use a particular channel in sales, but don’t go primarily with that advice — also follow the guidelines in each phase of a sales process, so that you’re following guidelines in a systematic manner.

Direct Postal Mail (Sales Letters)

Also consider

Email

Also consider

Face-to-face

Also consider

Internet and Web

Also consider

Social Networking

Also consider

Telemarketing (Phone)

Also consider

Trade Shows

2. Qualifying the Client — Is Client a Prospect?

Once you have a list of leads, you need to qualify them, that is, you need to assess whether they are likely to buy your product or service based on, for example, their needs and wants, match between their needs and wants and the nature of your products and services, key decisions by the decision makers, ability to pay and preferences for the timing to buy. A qualified lead is a prospect. (Depending on the nature of your product or service, you might be asked to provide a proposal, even without having an opportunity to more carefully qualify the lead. In that situation, you can skip to the section Proposals.)

First Impressions and Establishing Rapport With Leads

Also consider

Understand the Needs and Wants of Each Lead — Ask the Right Questions

One of the worst approaches now is to start “pitching” or pushing your product or service. Instead, learn more about the lead, especially by asking useful questions. Here’s where the guidelines in the previous topic Understanding Types of Clients and How to Engage Them are especially useful because you’ll need to really understand more about the lead in order to discern if they are a prospect, if they are likely to buy from you.

Also consider
Skills in Questioning

Getting to Decision-Makers

Often, the person you first contact is not the person who ultimately will decide whether to buy from you. So even if the first person really likes your product or service, it’s as important that you influence the real decision maker. Many times, that person is a very busy upper manager who does not want to be bothered by someone trying to sell something to him or her.

Following-Up With Potential Prospects

Effective follow-up shows you are thorough in your work and are sincerely committed to working with the prospect. Also, your follow-up often reminds the prospect of your initial contact– a contact that they might have forgotten in their busy work lives.

3. Sales Interviews and Presentations With Prospects

Effective Sales Presentations

Also consider
Presenting

Convincing the Customer and Dealing With Objections

Also consider
Power and Influence

4. Sales Proposals and Negotiations

Proposals and Sales Letters

If you have been successful in prospecting the lead and the prospect indeed is interested in your product or service, then you might be asked to provide a proposal that provides more information about your organization, its products and services, and how you would work with the potential client. The client also might be asking several vendors to provide proposals, so that the client can have more choices from which to choose.

Negotiations

Often, your proposal or sales letter is the first time that the client really absorbs the details of the opportunity that you’re bring to him or her. It’s not uncommon that the client wants to modify certain terms or pricing. Thus, it’s useful for you to have at least some basic skills in negotiating.

Also consider

5. Closing the Sale

The closing process is getting the commitment of the prospect to buy your product or service. The close is when the client has committed. It represents the close, or ending, of the sale process. However, many would assert that the sales process really doesn’t end there, rather the sales process continues to ensure a strong, successful relationship with the client even after a contrast has been signed.

Techniques for Closing

Sales Contracts

Also consider
Business Contracts

6. Account Maintenance and Management

What’s Account Maintenance and Management?

Also consider
Management

Customer Service

One of the main responsibilities in this phase of the sales process is responding to the needs and questions from customers. This phase also is where you can learn a lot about how well your product or service is meeting the needs of customers, and about any changes that you might want to make to those products and services. The following link is to many other links about customer service.
Customer Service

Customer Satisfaction

The ultimate goals of a sales process should be customer satisfaction. Without that, the revenue won’t follow. The necessary learning won’t follow about how to continue to improve products and services,
about how to innovate to produce new products and services. The following link is to many other links about customer satisfaction.

Also consider
Customer Satisfaction




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Miscellaneous Perspectives — Challenges and Pitfalls

Various Philosophies of Marketing and Sales

Before reading the following links, the reader is encouraged (if he or she has not yet) to scan the subtopics in this overall topic to get a sense of the activities required in sales and the order of those activities. This is in lieu of trying to learn about sales primarily be reading numerous different perspectives
and opinions. Do come back to read some of the following after getting an overall impression of sales.

Challenges and Pitfalls


Managing Yourself for Successful Sales

Staying Motivated

Also consider
Motivation

Keeping Positive Attitude

Also consider
Attitude

Organizing Yourself

Also consider
Organizing Yourself

Managing Your Time and Stress

Also consider


Managing Sales Activities and Sales Forces

Sales Staffing and Training

Also consider

Sales Forecasting and Goals

Also consider

Motivating Sales Force

Also consider

Measuring and Evaluating Sales Effectiveness

Also consider

Compensating Sales Force

Also consider
Benefits and Compensation


General Resources

Resources Providing Many Resources

Glossary and Dictionaries About Sales

Free Tools and Templates


For the Category of Sales:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Training and Development — Related Library Topics

Man training an employee while pointing to a laptop screen

Training and Development — Related Library Topics

Communication
Skills (face-to-face)
Employee
Performance Management
Facilitation
Helping
others to motivate themselves
Human Performance Technology
How to Work With Others
How to Work With Groups
Leadership
Development Planning

Listening
Management
Development Planning

Presenting
and speaking
Sharing
Feedback
Student
Skills

Supervisoral
Development Planning

Learn More in the Library’s Blogs Related to This Topic

See the following blogs which have posts related to this topic.
Scan down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog.

Library’s
Career Management Blog

Library’s
Coaching Blog

Library’s
Communications Blog

Library’s
Human Resources Blog

Library’s
Leadership Blog

Library’s Supervision Blog
Library’s
Training and Development Blog


Taxation (Nonprofit) — Related Library Topics

Tax Documents on Marble Table

Taxation (Nonprofit) — Related Library Topics

Financial
Management in Nonprofits

Fundraising
and Grantwriting

Loans
to Start a Business

Personal
Financial Planning

Pricing
products and services

Program
Design and Marketing

Program
Evaluation

Learn More in the Library’s Blogs Related to This Topic

See the following blogs which have posts related to this topic.
Scan down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog.

Library’s
Nonprofit Capacity Building Blog

Library’s
Social Enterprise Blog


Taxation (For-Profit) — Related Library Topics

Person Filing Tax Documents

Taxation (For-Profit) — Related Library Topics

Benefits
and Compensation

Consultants (hiring)
Financial
Management (For-Profit)

Fundraising
(For-Profit)

Insurance
(Business)

Legal
Information for U.S. Businesses

Personal
Financial Management

Learn More in the Library’s Blogs Related to This Topic

See the following blogs which have posts related to this topic.
Scan down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog.

Library’s
Business Planning Blog

Library’s Building a Business Blog


Systems Thinking — Related Library Topics

Woman writing on a card

Systems Thinking — Related Library Topics

Basic Research
Methods

Chaos Theory
Continuous Learning
Critical
Thinking

Creativity and Innovation
Decision
Making

Inquiry
and Advocacy
Organizations
as Systems

Organizational
Learning

Problem
Solving
Systems Thinking
and Tools
Whole
Systems Change

Learn More in the Library’s Blogs Related to This Topic

See the following blogs which have posts related to this topic.
Scan down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog.

Library’s
Business Planning Blog

Library’s Building a Business Blog
Library’s
Coaching Blog

Library’s
Consulting and Organizational Development Blog

Library’s
Leadership Blog

Library’s
Strategic Planning Blog

Library’s Supervision Blog


Sustainable Development — Related Library Topics

Man Sitting in Front of People in a Meeting

Sustainable Development — Related Library Topics

Sustainable development is planning and conducting activities in such a way
as to not diminish the environment. Sustainable development is as much a philosophy
as an approach to developing ourselves, others and organizations. Thus, there
are many topics related to this overall topic. (If you are looking for information
to help organizations remain strategically and financially viable into the future,
see the topic “Organizational Sustainability” in the Library.)

Start Here: Organizational Sustainability

Business Ethics
Organizational
Sustainability
Social Responsibility

Forming Organizations

Starting
a For-Profit Organization

Starting
a Nonprofit Organization

Developing Organizations

Free,
Online, Self-Paced Program to Completely Build/Strengthen Your Nonprofit

Free,
Online, Self-Paced Program to Completely Build/Strengthen Your For-Profit

Organizational
Assessments (For-Profit)

Organizational
Assessments (Nonprofit)
Organizational
Change
Organizational
Performance Management

Also consider:
Planned
Growth: Business Planning

Planned
Growth: Organizational Change

Ways
to Grow: Buying a Franchise
Ways
to Grow: Buying Another Organization
Ways
to Grow: Organizational Alliances

Ways
to Grow: Product and Market Development

Learning About Leadership

Leadership
Development

Management
Development

Planning the Sustainable Organization and Its Products

Business Planning
Business
Development
Creativity and
Innovation
E-Commerce
Personally Ready to Start a New Venture?
Loans(Getting)
Product
Development
Product
Selection and Development
Program
Design and Marketing

Strategic Planning

Promoting Sustainable Products

Advertising
and Promotion
Customer Satisfaction
Customer Service
Marketing
Quality Management
Program
Evaluation(for-profit or nonprofit)
Sales

Learn More in the Library’s Blogs Related to This Topic

See the following blogs which have posts related to this topic.
Scan down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog.

Library’s
Business Ethics Blog

Library’s
Business Planning Blog

Library’s Building a Business Blog
Library’s
Social Enterprise Blog


Library’s Leadership Blog

Library’s
Strategic Planning Blog