Handout - Base Social Media Guidelines
Handout - Base Social Media Guidelines
Handout - Base Social Media Guidelines
Every day, people discuss, debate and embrace Organization and our brands in thousands of online
conversations. We recognize the vital importance of participating in these online conversations and are
committed to ensuring that we participate in online social media the right way. These Social Media
Principles have been developed to help empower our partners to participate in this new frontier of
marketing and communications, represent Organization, and share the optimistic and positive spirit of
Organization while protecting Organization reputation and proprietary information.
These guidelines apply to all Organization partners, employees, and contractors who participate in any
form of social networking, both on and off organization.com and both officially and unofficially, including
[Facebook, Twitter, Snapchat, YouTube] Organization blogs, personal blogs, message boards, wikis, video
networks, or virtual worlds. We expect all who participate in social media on behalf of Organization to be
trained, to understand and to follow these guidelines. Failure to do so could put your future participation at
risk. These guidelines will continually evolve as new technologies and social networking tools emerge—so
check back once in awhile to make sure you're up to date.
If you have questions regarding your participation in social media, please consult the Mission Statement
[Insert Link], Business and Ethical Conduct Guidelines [Insert Link], Employee Handbook [Insert Link],
Document Retention Policy [Insert Link], and the Media/Investor Inquiries Policy and Procedures [Insert
Link].
Overall Principles
While Organization encourages all of its partners to explore and engage in social media at a level at which
they feel comfortable, it is critical that all of our partners approach online communities in the same way
we expect you to approach physical communities – by using sound judgment and common sense, by
adhering to Organization core values, and by following the Business and Ethical Conduct Guidelines and all
other applicable policies. It is critical that we always remember who we are. The same rules that apply to
our messaging and communications in traditional media still apply in the social media space. Our
customers need to be confident that the activities of our partners do not undermine Organization
reputation and branding.
Partners are responsible for acting in a manner that is consistent with the Organization Mission. To that
end, partners are expected to be courteous, respectful, and thoughtful about how Organization and other
partners may be affected by a partner’s participation on a social media platform. Incomplete, inaccurate,
inappropriate, threatening, harassing or poorly worded postings may be harmful to customers or other
partners, damage professional relationships, undermine Organization’ effort to encourage teamwork,
violate Organization policies or harm Organization, which may result in disciplinary action up to and
including termination.
Partner’s Personal Participation in Social Media
Organization understands that partners may maintain or contribute to personal blogs, message boards,
conversation pages and other forms of social media (such as Facebook and Twitter) outside of their job
and may periodically post information about their job or Organization’ activities on these outlets. If a
partner posts Organization or job-related information, he or she is required to exercise good judgment,
abide by Organization policies, and take the following into consideration.
1. Adhere to the Business and Ethical Conduct Guidelines and other applicable policies. All
Organization partners, from the executive team to every intern, are subject to the Organization Business
and Ethical Conduct Guidelines in every public setting. In addition, other policies, including the Information
Protection Policy and the Insider Trading Policy, govern partners’ behavior with respect to the disclosure of
information; these policies are applicable to your personal activities online.
2. Be clear that you are speaking for yourself. When posting your point of view, you should neither
claim nor imply you are speaking on Organization’ behalf, unless you are authorized in writing by your
manager to do so. Organization may request that you avoid certain subjects or withdraw certain posts from
a blog if it believes that doing so will help ensure compliance with applicable laws, including securities
regulations.
3. You are responsible for your actions. Each partner bears full responsibility for the material he or
she posts on personal blogs or other social media. When you participate in social media, we urge you to
do so properly, exercising sound judgment and common sense. You should be aware that because you are
legally responsible for your postings, you may be subject to liability if your posts are found defamatory,
harassing, or in violation of any other applicable law. You may also be liable if you make postings which
include confidential or copyrighted information (music, videos, text, etc.) belonging to third parties.
4. No use of Organization intellectual property. Your Internet postings should not include Organization
logos or trademarks, and should respect copyright, privacy, fair use, financial disclosure, and other
applicable laws. In addition, Organization partners should not circulate postings they know are written by
other Organization partners without informing the recipient that the author of the posting is a Organization
partner.
5. No Organization Screen Names. When partners establish an account on a social media platform
personally, partners should not use Organization or any of its brands name in the partner’s identity (e.g.
username, “handle” or screen name), nor should a partner speak as a representative of Organization. If a
media inquiry is generated, please direct it to the _________ Department.
6. Legal disclaimer. If you identify yourself as a Organization partners on any Internet posting or refer
to the work done by Organization, you are required to include the following disclaimer in a reasonably
prominent place: “the views expressed on this post are mine and do not necessarily reflect the views of
Organization.”
7. Be conscious when mixing your business and personal lives. Online, your personal and business
personas are likely to intersect. Organization respects the free speech rights of all of its partners, but you
must remember that customers, colleagues and supervisors often have access to the online content you
post. Keep this in mind when publishing information online that can be seen by more than friends and
family, and know that information originally intended just for friends and family can be forwarded on.
Remember NEVER to disclose non‐public information of Organization (including confidential information),
and be aware that taking public positions online that are counter to Organization’ interests might cause
conflict.
8. Be transparent. Be transparent and honest ins your social media participation. If you have a vested
interest in something you are discussing, be the first to point it out. But also be smart about protecting
yourself and your privacy. What you publish will be around for a long time, so consider the content carefully
and also be judicious in disclosing personal details.
9. Be thoughtful about how you present yourself in online social networks. In online social networks,
the lines between public and private, personal and professional are blurred. Just by identifying yourself as
an Organization employee, you are creating perceptions about your expertise and about Organization by
our shareholders, customers, and the general public-and perceptions about you by your colleagues and
managers. Do us all proud. Be sure that all content associated with you is consistent with your work and
with Organization's values and professional standards.
10. Managers and executives take special note. If you are a manager or executive of Organization [This
may be specific to titles unique to Organization], your posts published on a social media platform may, by
virtue of your position, be misunderstood as expressing Organization positions. Accordingly, you should
use special care to demonstrate discretion, thoughtfulness, and respect and ensure that your posts
represent Organization as you would in any other public forum or medium. And a manager should assume
that his or her team will read what is written. A public post is not the place to communicate Organization
policies to Organization partners.
11. Be responsible to your work. Organization understands that partners may engage in social media
activities at work for legitimate purposes and that these activities may be helpful to Organization. However,
Organization reminds all partners to exercise sound judgment and common sense to prevent social media
sites from becoming a distraction at work or otherwise interfere with partners’ getting their work done.
12. Be a “scout” for compliments and criticism. Even if you are not an official online spokesperson for
Organization, you are one of our most vital assets for monitoring the social media landscape. If you come
across positive or negative remarks about Organization that you believe are important, consider sharing
them by forwarding them to [Link].
13. Let the experts respond to negative posts. You may come across negative or disparaging posts
about Organization, or see third parties trying to start negative conversations. Unless you are an official
online spokesperson, avoid the temptation to react yourself. Pass the post(s) along to our official in‐market
spokespersons who are trained to address such comments, at [Link].
Participation in Official Organization Social Media Accounts
Just as with traditional media, we have an opportunity – and a responsibility – to effectively manage
Organization’ online reputation and to selectively engage and participate in the thousands of conversations
that mention us every day. The following principles guide how our Official spokespersons should represent
Organization when they are speaking on behalf of Organization.
1. Approvals. All official Organization blogs, Facebook pages, Twitter accounts, etc. must be (1)
approved by _________; (2) published using the approved Organization blogging platform and tools; and (3)
administered by the ___________ Team. Each article or comment to be posted will be reviewed and
approved by a member of the ________Team prior to posting. [This should be customized depending on
how detailed the approval process will be.]
2. Be Trained. All partners who wish to officially represent Organization online must receive their
manager’s authorization and complete the social media training program prior to beginning or continuing
these activities.
3. Know and follow Organization’ Conduct guidelines [Insert Link]. If you have any confusion about
whether you ought to publish something online, chances are the Business and Ethical Conduct Guidelines
will resolve it. Pay particular attention to what the Business and Ethical Conduct Guidelines have to say
about proprietary information, about avoiding misrepresentation and about competing in the field. If, after
checking the Business and Ethical Conduct Guidelines, you are still unclear as to the propriety of a post, it
is best to refrain and seek the advice of management. In addition, several other policies govern your
behavior as a Organization spokesperson in the social media space, including the ___________ Policy and
the ____________ Policy.
5. Organization document. Remember that each published post or response will become a
Organization document that is subject to discovery in a lawsuit or a government investigation. As a result,
don’t put anything in a published post or response you wouldn’t put in an internal memo.[Link to Legal
Hold Policy] It is also critical that we keep records of our interactions in the social media space. Because
online conversations are often fleeting and immediate, it is important for you to keep track of them when
you’re officially representing Organization.
7. Add value. Organization’ brand is best represented by its people and everything you publish
reflects upon it. Official Organization blogs and social network accounts should be used in a way that adds
value to Organization’ business. If it helps you, your coworkers, our clients or our partners to do their jobs
and solve problems; if it helps to improve knowledge or skills; if it contributes directly or indirectly to the
improvement of Organization’ products, processes and policies; if it builds a sense of community; or if it
helps to promote the Organization’ Mission, then it is adding value.
8. Protect Organization’ proprietary and confidential business performance and business plans. You
should limit your comment on confidential Organization financial information, product launches, expansion
plans, etc. that are not generally known. This includes statements about an upcoming quarter or future
periods or information about alliances. Official spokespersons should not comment on rumors in any way.
You should merely say, "no comment" to rumors. Do not deny or affirm them—or suggest either denial or
affirmation in subtle ways.
9. Protect Organization' customers, business partners and suppliers. Customers, partners or suppliers
should not be cited or obviously referenced without their approval. You should also use great care in
discussing confidential details of a business partnership or engagement of a vendor. If a client hasn't
given explicit permission for their name to be used, think carefully about the content you're going to
publish and get the appropriate permission where necessary. It is acceptable to discuss general details
about kinds of projects and to use non-identifying pseudonyms for a client (e.g., Client 123) so long as the
information provided does not make it easy for someone to identify the client or violate any non-disclosure
or intellectual property agreements that may be in place with the client.
10. Respect copyright and trademark laws when posting third party content. For Organization’
protection and well as your own, it is critical that you show proper respect for the laws governing
trademark, copyright and fair use of copyrighted material owned by others. Do not claim authorship of
something that is not yours. If you are using another party’s content, make certain that they are credited
for it in your post and that they approve of you using their content. You should never quote more than
short excerpts of someone else's work. It is good general practice in social media to link to and credit
others' work.
11. Substantiate any claims you make in a post. If you make any product claims with respect to
Organization’ performance or the performance of any of Organization’ competitors or partners, You should
make sure that you can substantiate the claim with a legitimate source.
12. Use a disclaimer. All Organization blogs and posts must include a legal disclaimer stating that all
posts by the author, guest author and visitors reflect personal thoughts and opinions which are not
necessarily those of Organization. The legal department will help you establish an appropriate disclaimer.
13. Remember that your local posts can have global significance. Remember that Organization is a
global Organization. The way that you answer an online question might be accurate in some parts of the
world, but inaccurate (or even illegal) in others. Keep that “world view” in mind when you are participating
in online conversations.
14. Know that the Internet is permanent. Once information is published online, it is essentially part of
a permanent record, even if you “remove/delete” it later or attempt to make it anonymous. If your
complete thought, along with its context, cannot be squeezed into a character‐restricted space (such as
Twitter), provide a link to an online space where the message can be expressed completely and accurately.
15. When in doubt, do not post. If you're about to publish something that makes you even the slightest
bit uncomfortable, don't shrug it off and hit 'send.' Take a minute to review these guidelines and try to
figure out what's bothering you, then fix it. If you're still unsure, you might want to discuss it with your
manager or legal representative. Ultimately, what you publish is yours—as is the responsibility. So be sure.
Style and Content
1. Be Interesting. ·Writing is hard work. The best way to be interesting, avoid any trouble, and have
fun is to write about what you know. If you want to develop a post in an area that you are not familiar with,
consult a subject matter expert to assist you with drafting the post. You don’t have to be a great or even a
good writer to write a good post, but you do have to make an effort to be clear, complete, and concise.
There are very few first drafts that can’t be shortened, and usually improved in the process.
3. Be a leader. There can be a fine line between healthy debate and incendiary reaction. Do not
denigrate our competitors or Organization. Nor do you need to respond to every criticism or barb. Try to
frame what you write to invite differing points of view without inflaming others. Some topics—like politics or
religion—slide more easily into sensitive territory. So be careful and considerate. Once the words are out
there, you can't really get them back. And once an inflammatory discussion gets going, it's hard to stop.
4. It's a conversation. Talk to your readers like you would talk to real people in professional
situations. In other words, avoid overly pedantic or "composed" language. Don't be afraid to bring in your
own personality and say what's on your mind. Consider content that's open-ended and invites response.
Encourage comments. You can also broaden the conversation by citing others who are blogging about the
same topic and allowing your content to be shared or syndicated.
5. Respect your audience and your coworkers. Remember that Organization is an organization whose
employees and clients reflect a diverse set of customs, values and points of view. Don't be afraid to be
yourself, but do so respectfully. This includes not only the obvious (no ethnic slurs, personal insults,
obscenity, etc.) but also proper consideration of privacy and of topics that may be considered objectionable
or inflammatory. For example, ask permission before posting someone's picture in a blog or discussing a
conversation that was meant to be private.
6. Don't pick fights. If you use the blog to correct misrepresentations made about Organization by
media, analysts or by other bloggers, always do so with respect and stick to the facts. Also, if you speak
about a competitor, you must make sure that what you say is factual and that it does not disparage the
competitor. If you publish inflammatory commentary, it will undoubtedly be shared with competitors or
other bloggers.
7. Be the first to respond to your own mistakes. If you make an error, be up front about your mistake
and correct it quickly. In a blog, if you choose to modify an earlier post, make it clear that you have done
so.
8. Quality Matters. ·Use a spell-checker. If you’re not design-oriented, ask someone who is whether
your blog looks decent, and take their advice on how to improve it.
Guidelines for Moderators of Official Organization Blogs
The policies below are designed to assist moderators of blog entries and social media posts to
Organization’ official social media accounts. As a blog and social media post moderator, no post or
comment will be published until you approve it. In general, if a post is consistent with the purpose of the
blog and a comment is related to a post, and otherwise complies with Organization policies you should
approve the blog entry or comment.
While we permit user participation, there are some guidelines we ask you to follow to help keep it safe for
everyone. In addition, Organization has put in place automated controls to combat spam and malicious
content. Organization does not endorse or take responsibility for content posted by third parties, referred
to as user generated content. This includes text input and uploaded files (video, images, audio,
executables, documents).
1. Know and understand Organization’s Business and Ethical Conduct Guidelines, Organization’s
Online Public Communications Policy, and Organization’s Media/Investor Inquiries Policy and Procedures.
Official social media spokepersons will look to you for assistance in interpreting these policies so it is
critical that you understand what they say and the rationales underlying the policies. If you have any
questions, please contact the legal department.
2. Attend training. All moderators should be trained regarding these social media policies, including
their responsibilities to review content submitted for posting to ensure compliance with these policies.
3. Be consistent. Be consistent with your review and your application of the standards for approving
or rejecting a post or comment. The best way to avoid controversy and accusations of favoritism is to be
consistent.
4. Balance the online dialogue. Try to keep a balanced dialogue. If the content is positive or negative
and in context to the conversation, then we approve the content, regardless of whether it's favorable or
unfavorable to Organization. But if the content is ugly, offensive, denigrating or completely out of context,
you should reject the content.
5. Ensure that all commenters are identified. Before approving any comment or post, confirm that
the commenter has registered and clearly identifies himself or herself.
6. Links to third party content. The linked content of any embedded hyperlinks within any posts or
comments submitted for posting should be evaluated prior to posting. Any posted hyperlinks should be
accompanied by a disclaimer stating that Organization does not guarantee the authenticity, accuracy,
appropriateness or security of the linked web site or content. If you have any questions, please consult the
legal department.
7. Evaluate the content of the blog posting or comment. Review the content of the blog posting or
comment to ensure that the post or comment will not violate any copyright or trademark laws, does not
disclose any proprietary or confidential Organization information that is inappropriate for the blog, and
does not violate any of Organization’s policies. If you have any questions as to whether content is
permissible, please consult the legal department.
8. Don’t edit the blog posting or comment. If a post or comment is incorrect or contains misspellings
or other style mistakes, do not correct or edit the posting or comment. Return it to the author and ask the
author to correct the posting or comment and resubmit it.
9. Organization document. Remember that each post or comment will become a Organization
document that is subject to discovery in a lawsuit or a government investigation. As a result, don’t approve
any post or comment that Organization wouldn’t put in an internal memo or e-mail.
10. Use your best judgment. Remember that there are always consequences to what is published. If a
post makes you uncomfortable, particularly if you have concerns about whether the post unnecessarily
discloses sensitive information or could have an impact on a partner or supplier, don’t approve the blog
post or comment.