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Prerequisites For Business-Driven Web 2.0 Efforts

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Since the beginning of the year, have been asked the following question (in various forms) time and time again: If we want to use this social media "stuff" to connect with customers, how do we get started?Why
Why do this?  Why start a blog or a social network or other Web 2.0-oriented effort?  Sometimes, the answer is simply "In order to connect."  And, in the case of many, many blogs (and IM, and Plazes, and Twitter, etc.), that answer is sufficient.  However, as is more often the case, there are additional reasons to jump in:  better and more timely feedback from customers, the ability to connect with others working on similar problems, putting a human face on what had been historically a sterile organization, creating a framework for communications, or, most importantly, creating a platform for enabling better/broader/more timely information exchange.

The "why" is critical.  (And, as a point of note, "because we want to explore this and get to understand it" may be the right answer.  When that's the case, make sure that expectations are set accordingly.)
Who
Web 2.0 is about people.  Period.  Who are the people involved?  Who will be the primary contributors to the effort?  What are their backgrounds?  Who are they as people?  In addition, who are the other people who will be interacting with the environment, even if they don't initially contribute?  In a blog, the ratio of commenters-to-posters is large; the ratio of readers-to-commenters is astronomical.  What's in it for each of those constituencies?  Does the environment support them and provide what they need?  What value does each group derive from it?

Similarly, in a social network, there are typically a handful of "power" users, a slightly larger group of sometimes-contributors, and a huge group of people who may only be observing.  (Members of this last group are commonly referred to as "lurkers.)  What's in it for them?
#3)
#4)

It's like planting a garden.

#5)

Additionally, a key "how" item is thinking about how the site's members deal with "trolls" and spammers.  Will the be ignored? Banned?  Given a warning?  Deleted without comment?  Sent to "time out" for a period of time?

Much of the "how" derives from the "who."  The types of individuals who collectively make up the constituency of the place are the ones who will drive the "how."  Heavy-handed moderation will make the place constricting, yet too lax a policy will rapidly devolve the interactions into noise.

Want to see a guide that you can use to start conversations in your organization?  A template you can use, after the jump.

As a template, feel free to copy the guide below (you can also use these answers as the basis for internal communications efforts as well to gain support from other parts of the organization).

Who

We want to connect with people who want to:

We expect that the following types of people will be frequent contributors:

We expect that the following types of people will sometimes contribute:

We expect that the following types of people will primarily be "lurkers" in the group:

Each of the three groups will benefit from being part of the group by:

First-time visitors will:

Repeat visitors will:

When
What we are setting up will be launched by the following date:

It will continue to exist (until a date | as an ongoing concern):

We will handle "off-topic" interactions by:

Our moderation policy is:

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