5.20.2010 Social Media Philosophy and Guidelines The Foundation’s social media policy is based on the current use of social media platforms and incorporates all existing Foundation policies. Our Social Media Philosophy and Guidelines will continue to evolve as our adoption of social media tools evolves. It is our intent to foster use of social media tools in line with Foundation values. The Communications, Human Resources and Legal departments have compiled examples to demonstrate and clarify how these guidelines should be implemented. Philosophy Staff are encouraged to be good ambassadors for the Foundation in their work online and offline. Staff may use social media to listen, learn and share information in an immediate and transparent manner in pursuit of impact; and to do so in line with our values, with good judgment and respect. Policy Guidelines 1. All existing Foundation policies apply to your use of social media. Please refer to the Employee Handbook on INYO. If you are routinely using social media tools for your work, be sure your supervisor knows and understands the scope of your use of social media. 2. If you are blogging or posting to social media sites Personal Identity: in your professional capacity, you may not engage Only personal email address affiliated with account in lobbying activities or political campaigns. No Packard Foundation resources used You may exercise your right as an individual to participate in the political or legislative process, but the Foundation asks that you take utmost care to ensure that your position with the Foundation is not involved and not perceived to be involved in these activities.. Specifically, this means that your Packard Foundation email account cannot be associated with any online accounts that you may use to engage in political activities. 3. If employer is listed in your profile, consider using a disclaimer to clarify your views are personal OK OK OK OK Lobbying Political Campaigns Solicitation Partisan views Work-Related Identity: Packard email address is affiliated with account Activity or posting content during business hours Employer/job title is listed in your profile NO Lobbying NO Political Campaigns NO Solicitation NO Partisan views to the confidential nature When discussing the Foundation, grantees or your work, be sensitive of certain information, e.g., pending grants, personnel, pending Foundation policies, or other 5.20.2010 information that hasn’t yet been finalized or shared with the public. Check-in with your supervisor if you have a question about whether or not something fits into this category. 4. All uses of the Foundation logo (both online and off) require approval from the Communications Department. If you would like to use the Foundation logo in a blog/post/tweet please email Catherine Afarian at cafarian@packard.org to request the appropriate approvals. All requests are reviewed on a case-by-case basis. 5. Consider if you are speaking in your professional role or from a personal perspective. Be sure to claim your views as personal when appropriate. In order to clarify your personal views, you may want to include a disclaimer in your post or in your profile. For example, “the views expressed in this blog are my own and do not reflect the views of my employer.” Using separate personal and professional accounts will further highlight this distinction. 6. Be authentic and respect others’ work. Don’t plagiarize. When referencing others’ ideas, photos, or words be sure to credit the original source and comply with copyright laws. Pay attention to copyright statements and warnings. Feel free to ask Communications or Legal if you have questions. 7. Networking is good. Friending, following, re-tweeting, and getting LinkedIn to others in the field (grantees, other funders, collaborators etc.) allows you to be a part of the social media community and to learn and engage with others. Keep in mind that online interactions should generally mirror in-person relationships. Post comments or updates that you would be comfortable sharing with your network and colleagues in person. Trustees, foundation staff and grantees may choose to “friend” or connect with one another at their own discretion, but are not obligated to do so. Keep in mind that information flows in both directions – if you regularly post personal photos and information to your current Facebook page that you would hesitate to share with a Trustee or grantee – you may want to set up a second Facebook page specifically for professional networking purposes. 8. Common sense wins the day. Remember that your online activities are public. Use good judgment and when in doubt -- Ask! Your supervisor can provide guidance on programmatic uses of social media. The Communications or Legal Departments can also provide counsel regarding your online activities, our policies and guidelines. 5.20.2010 Social Media Tips These tips draw on the advice and experience of bloggers for Microsoft, IBM, Sun, Yahoo! and, in particular, the Robert Wood Johnson Foundation, among others who use Social Media in their work. 1. Make a contribution. You can do so by both writing about your ideas or experiences and by creating hyperlinks to the newspapers, magazine articles, studies, blog posts or commentaries of others who have insights that you value. 2. Be transparent. When adding content to social media platforms for work purposes, be clear about who you are and your role with the Foundation. Consider using separate profiles to distinguish when your ideas reflect your personal views or professional contributions. Identify yourself and write in the first person about things you know; your credibility and knowledge will show. If you’re not sufficiently knowledgeable about a particular subject, consider encouraging a colleague who is knowledgeable about the subject to write about it. (Reminder: If you are expressing your personal opinions, our Guidelines call for the use of a disclaimer such as, “These views are my own and don’t necessarily reflect the views of my employer.”) 3. Copy-edit your posts. Use the spell-checker and be grammatically correct. Informality is not an excuse for misspellings, bad grammar or poor style. 4. Be clear if you make updates to a post. If you correct a post or comment, say so. 5. Be conversational when you write. When writing, imagine you are talking on the telephone with a friend who is generally knowledgeable but may not understand the nuances of the topic. Be transparent, ask questions, invite comments from others and listen to what they have to say. 6. Remember basic etiquette. Don’t post entries that are off-topic to the blog or post comments that are off-topic to the specific post you’re commenting on. And follow the general rules of online etiquette, e.g., don’t post in all capital letters. 7. Be prepared for disagreement, especially on controversial issues, but don’t attack individuals or encourage individual attacks. In your post, try to provide some details and reasoning for your positions; when possible, acknowledge why people might disagree. 8. Be respectful. Remember that many people may read your posts; they are not private. If you have a nagging concern that you wouldn’t want your post or comments to be read by a particular person, find a different way to express yourself, or find a different topic to write about altogether. 9. Be aware that irony, sarcasm or other comments often do not translate in writing. If you mean your words ironically or sarcastically, you should probably rewrite your post to make sure your meaning is clear. 5.20.2010 10. Remind yourself to smile while posting on social media platforms. Your mood is likely to come through in your writing. If you’re in a bad mood, it may be best to wait before you post your thoughts on public platforms.