Rachel Metscher
Rachel Metscher 15 May 2013

Five Tips to DIY Social Media Training

Making your organization social is a smart move. Learn how to DIY the training.

So, you want to make your organization more social? Congratulations. It’s a smart move given that social media produces almost double the marketing leads of trade shows, telemarketing, direct mail, or PPC according to a recent study by Hubspot this year.


If you cannot budget funding for a social media strategist to come in, how can you run an internal social media workshop? Couple of things you need to realize and do in order to be successful.


Tip 1: Not Everyone Will Participate

Accept this now. Not everyone in your organization with jump on the social media bandwagon. I learned this the hard way. Even after running multiple workshops on how you can sell, engage, and network more there are still people who will throw their hands up and say, “I don’t have time for this.” Leverage the folks who already using social media to influence others. If you can get even 10 percent more people involved in your companies social media efforts it is a win. Not everyone will be an adopter to this new medium, so plan for it.


Tip 2: Create a Playbook

Single best advice I every received was from Wendy, director of digital strategy from the Red Cross. I attended her session at DC’s Social Media Week in 2012 in which she shared with the audience this nugget, “you need to provide people with guidelines.” So simply, but this step is often overlooked.

Embracing this concept, my social media specialist and I developed a social media playbook. Best thing I did because it outlined the foundation of what I was expecting from employees, social media tips, best practices when engaging online. Don’t assume people will understand how social media works. The playbook is key in training.  I outlined what should be included in a social media playbook in a post last year titled Social Media Needs to Involve Others, but There’s a Catch. You can also check out my recent playbook I added to SlideShare



Tip 3: Practice What Your Preach

Most likely if you are running this workshop, you are already using social media. If you are not active using social media, then get active. You can’t expect people in your company to take you seriously if you are not actually using social media.  You don’t have to be a social media ninja, guru, or change agent to convey the best practices. You just need to be enthusiastic and passionate. I got involved in social media back in 2008 when I figured out how that word of mouth marketing was going digital.  This doesn’t mean you can’t get there; just don’t think you need some fancy title to deliver a quality program. Answer these questions and you will be well on your way, “Why Should I Care?” and “What’s In It For Me?”


Tip 4: Build Your Workshop for Beginners

For the most part, if you are kicking off a workshop, you need to design it with the beginner in mind.  Why? Most folks are using social media for personal connections (hello, most people have a Facebook account and think just having an account is what social media is about). Think of this presentation as a selling your team on the concept. Don’t assume they know anything. When I developed my social media workshop I tried to create a presentation that was interactive and informative. It was filled with plenty of best practices and examples for folks to us. Here is an excerpt. excerpt.


Tip 5: Repetition is Learning

Perhaps my experience teaching was a great primer for teaching adults to use social media. Don’t think you will do this workshop and that is the end. “One and Done” it is not. Plan on folks to ask questions and follow up with you. For people who were generally confused or didn’t know how to do something on Twitter or LinkedIn, I organized meetings to review.  We also created an internal social media group on our intranet to upload articles and tips to help folks along. Essentially, I never stopped teaching. Whether it was by example or direct meetings with folks, I had an open door policy for folks to ask questions. Best thing you can do to create internal advocates for social media is to be a teacher. Be accessible and open.


This article originally appeared on my blog, Metscher’s Musing

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