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8/9/2019 Guide on using Connections-manual
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How to Use Social to Manage Your Team
Changing the WAY we workto accelerate our teamsto accelerate IBM in the marketplace
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Purpose:Help you get started using social tools tomanage your teams
Why?The more we all use Connections,the more impact we can all drive
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SOCIAL-ize
your team
BEING
OPEN
OVERVIEW
GETSETUP
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OOLBOX
DAY-to
-DAY
Table of Contents
Being Open: What Its All About ...............
The Big Picture: Connections Overview ....
Start: Setting up our Social ......
The Toolbo!: The Tools to Accelerate our Tea" ...
#a$%to%#a$: &ow to 'anage it All ........
Section 1
Section 2
Section 3
Section 4
Section 5
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Section 1Being Open:What Its All About
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BEING
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Being Open: What Its All About
What is Social Business?
Social business ( Open Business )*uis Suare+,
Open interaction- scales through participation- connecteness
Social business is a wa$ o/ wor0ing
1etwor0e- open collaboration- sharabilit$- "e"ber le
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OVERVIEW
GETSETUP
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Being Open: What Its All About
Why is this important?
Creates value /or IB'ers- /or Clients- /or Partners
2our value will not be what $ou 0now- but what $ou share3 4
Social is a "ar0et i//erentiator
'ultiplier e//ect )leveraging our 5s- our si+e,
Its not a li/t- its a co"plete shi/t People riven trans/or"ation in new age age o/ connection
4 )6inni 7o"ett$- Council o/ 8oreign 7elations- 'ar 9 ;
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GETSETUP
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Being Open: What Its All About
Yesteray
Close
Scarcit$ e//ect
>"ail )inbo! /ull ( "ail ?ail,
S"all close tea"s
#uplication o/ wor0
7einventing the wheelSe@uential processes
Stu// on $our
nowlege rain
Co"puter ies- wor0 lost
Toay
Open
'ultiplier e//ect
Connections ) less >"ail,
#ialog- sharing- insights
Open e!tene tea"s
7euse o/ e!isting wor01onlinear processes
7esources in the clou
nowlege retain
Co"puter ies- nothing lost
A shift !not an a" # its a change in $OW %e %or&
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your team
BEING
OPEN
OVERVIEW
GETSETUP
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Being Open: What Its All About
This all seems too much for me'(
)y a*ice:
#ont go into Social- grow into Social
Start s"all- start si"ple- an buil "o"entu"
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Section 2
The Big Picture:Connections Overview
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BEING
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The Big +icture: Connections O*er*ie%
Connections # comprehensi*e connecteness
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The Big +icture: Connections O*er*ie%
What can you o %ith your team?
Share an ?ointl$ eit /iles
'anage tea" pro?ects
Brainstor" with $our tea"
Share use/ul an i"portant lin0sCollaborate on ocu"ents
Centrali+e eucation an training
Share opinions an rive though leaership
*everage e!tene 2tea"3 0nowlege across IB'Dse what other tea"s have alrea$ create
Achieve align"ent an /ocus aroun ob?ectives
all /ro" an$ internet evice )laptop or "obile,
TIP: Start with activitiesto "anage pro?ects.
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The Big +icture: Connections O*er*ie%
http:,,%-.connections(ibm(com
)use $our intranet log%in,
Dse the "ain connections "enus to navigate aroun
$o% o I get on Connections?
TIP: 'a0e the lin0 above a"ain boo0"ar0.
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BEING
OPEN
OVERVIEW
GETSETUP
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The Big +icture: Connections O*er*ie%
Im follo%ing:
Eiew upates /or people things $ou are /ollowing ) responses to $ou,
Status /pates:
Eiew status upates /ro" $our networ0
)y 0otifications:
Eiew upates co""ents relate to $our content $our noti/ications
Action 1e2uire:
Eiew ite"s that re@uire $our response )li0e To #o ite"s in Activities,
$o% o I 3follo% my team?
Dse F&o"e as $our ashboar
TIP: Buil habit o/
scanning these G.
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BEING
OPEN
OVERVIEW
GETSETUP
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The Big +icture: Connections O*er*ie%
Where o I %or& 3social %ith my team?
Community 4escriptionH su""ari+e purpose /ocus o/ co""unit$
BlogH share opinions- lea with insights- provie guiance
Acti*itiesH "anage pro?ects
5ilesH uploa- centrali+e- ?ointl$ eit- share assets
Boo&mar&sH share i"portant lin0s
Wi&isH ?ointl$ buil eit Fht"l pages
5orumsH openl$ engage- iscuss an share ieas on topics
SubcommunitiesH buil out sub categories o/ specialt$ /ocus
Dse the tools in Co""unities
TIP: #e/ine clear goals an
/ocus in #escription.
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Section 3
Starting Out:Getting Setup
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Starting Out: 6et Setup
Where o I start?
ST7+ 8
A $our tea" to $our networ0
A $our Fe!tene group to $our networ0
8ollow senior e!ecs )Ji" Corgel- 6inni-.,
A tags /or $our e!pertiseA $our 0e$ lin0s )twitter- blog- tea" co""unit$,
Post upates on what $ou are wor0ing on
Setup $our Pro/ile
TIP: 8or Status Dpates how
can $ou help people.
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Starting Out: 6et Setup
Then %hat?
ST7+ 9
6o to Co""unities Clic0 2Start A Co""unit$3 Button
8ill out /or"- clic0 Save )Dse 27estricte3 /or wor0ing tea" Co""unities,
A $our irect tea" as "e"bers
Clic0 2Co""unit$ Actions3- 2Custo"i+e3 to a wigets
7eco""en starting with Blog- Activities- 8iles- Boo0"ar0s- 8oru"s
Start aing content )we will etail each wiget in Toolbo! section,
To a aitional wor0ing "e"bers- clic0 'e"bers in le/t colu"n
A Tags to "a0e /inable
Setup a Tea" Co""unit$ as $our tea"s social hub
TIP: Call on I#7 Social
A"bassaor i/ nee help
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Section 4
Toolbox:The Tools to AccelerateYour Team
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Toolbo: The Tools to Accelerate Your Team
$o% o I create a Community 4escription?
W$70 TO /S7 T$IS TOO;:
To escribe the goals an /ocus /or the co""unit$
6o to $our tea" co""unit$Clic0 2Co""unit$ Actions3- 2>it Co""unit$3
Clic0 2Dploa Co""unit$ I"age3 to a a co""unit$ icon
In the escription area- eitpaste content
- A lin0s
- A i"ages
- Dse 7ich Te!t /or"atting
- Can paste &T'* /ro" another &T'* eitor
A Tags to "a0e /inable
7amples:
#etail goals
#escribe purpose o/ co""unit$
Dse graphics to create "enu
Clic0 Co""unities on "ain "enu
to see all 0ins
o/ e!a"ples an
goo practices
TIP: See this blog post /orhow to a graphics in table la$out
https://w3-connections.ibm.com/blogs/3692e491-743d-45e5-acf8-26853dba5a10/entry/how_to_build_graphical_html_content_like_a_pro_in_10_steps?lang=en_ushttps://w3-connections.ibm.com/blogs/3692e491-743d-45e5-acf8-26853dba5a10/entry/how_to_build_graphical_html_content_like_a_pro_in_10_steps?lang=en_us8/9/2019 Guide on using Connections-manual
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SOCIAL i
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BEING
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GETSETUP
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Toolbo: The Tools to Accelerate Your Team
$o% o I create a Blog?
W$70 TO /S7 T$IS TOO;:
Dse a 2Blog3 to share guiance insights /or tea"
6o to $our tea" co""unit$Scroll to Blogs
Clic0 2Create Blog >ntr$3
>nter title an content )rich te!t,- a relevant tags
I/ $ou 0now &T'*- $ou can cop$ an paste into 2&T'* Eiew3
Save
Option: clic0 on a blog post- at botto"- clic0 2'ore Actions3- 21oti/$ Others3
A Tags to "a0e /inable
7amples:Share a 2&ow To3
6uiance on 0e$ initiative
Perspectives on strateg$
Sharing a success stor$
Clic0 Apps- Blogs
/or all 0ins o/
e!a"ples
TIP: &ighlight $our blog post with astatus upate. Inclue lin0.
SOCIAL i
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BEING
OPEN
OVERVIEW
GETSETUP
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DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
$o% o I create a 5orum?
W$70 TO /S7 T$IS TOO;:
Dse a 28oru"3 as an online iscussion boar
6o to $our tea" co""unit$Scroll to 8oru"s
Clic0 2Start a Topic3
>nter Title /or iscussion
A an attach"ent i/ appropriate
Clic0 27epl$ to this Topic3 to co""ent on the overall topic )title,
Clic0 27epl$3 uner a speci/ic co""ent- to co""ent on that speci/ic point
A Tags to "a0e /inable
7amples:Tea" brainstor"ing
#ebate a topic
Share tea" thoughts on topic
Clic0 Apps- 8oru"s
/or all 0ins o/
e!a"ples
TIP: Dse a 8oru" to pre%iscuss atopic be/ore a tea" call
SOCIAL i
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BEING
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GETSETUP
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DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
$o% o I a Boo&mar&s?
W$70 TO /S7 T$IS TOO;:
Dse 2Boo0"ar03 to share 0e$ lin0s with $our tea"
6o to $our tea" co""unit$
Scroll to Boo0"ar0s
Clic0 2A a Boo0"ar03
>nter D7* an 1a"e
8or persistent lin0s $ou want to highlight- clic0 2A to I"portant Boo0"ar0s3
7amples:Point to I#7 WW Co""unit$
Point to 6et Social in I#7
&ighlight 0e$ training
Clic0 Apps- Boo0"ar0s
/or all 0ins o/
e!a"ples
TIP: eep 1a"es short to preventwrapping in I"portant list
SOCIAL i
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your team
BEING
OPEN
OVERVIEW
GETSETUP
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OOLBOX
DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
$o% o I create a Wi&i?
W$70 TO /S7 T$IS TOO;:
Dse 2Wi0i3 to create Fht"l pages that tea" can eit
6o to $our tea" co""unit$
Scroll to Boo0"ar0s
Clic0 2Create a Wi0i Page3
A page na"e an content
To create a subpage- go to wi0i pg- clic0 2Page Actions3- select 2Create Chil3
I/ $ou see wi0i esign $ou li0e- cop$ whole thing- create new wi0i page- paste
7amples:Create repositor$ o/ collateral
Asse"ble lin0s an content to < pg
Create a co""unit$ newsletter
Clic0 Apps- Wi0is
/or all 0ins o/
e!a"ples
TIP: As e!a"ple o/ wi0i page-Chec0 out Ji" Corgels Corner
SOCIAL ize
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your team
BEING
OPEN
OVERVIEW
GETSETUP
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OOLBOX
DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
$o% o I uploa 5iles?
W$70 TO /S7 T$IS TOO;:
Dse 28iles3 to share ocu"ents with tea" without
sening as attach"ent in e"ail
6o to $our tea" co""unit$
Scroll to 8iles )to uploa to $our co""unit$,
Or go to Apps8iles )to uploa to $our pro/ile,
Clic0 2Dploa a 8ile3
Input Title Tags
Choose who $ou want to share it with )no one- public- private,
Choose whether or not people can eit or ?ust rea
0otes:
Dploa /ro" Pro/ile: onl$ $ou eit
Dploa in Co""unit$: open eit
Set i/ others can share /ile
Dploa once- post ever$where
K;;'B li"it
8olers to organi+e
Clic0 Apps- 8iles /or
e!a"ples
TIP: 2Pin3 a /ile to 0eep it at thetop o/ the list o/ /iles
SOCIAL ize
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BEING
OPEN
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GETSETUP
TOOLBOX
DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
)ore etails on 5iles
5I;7 )A0A67)70T TI+S:
'ain /eatures to "anage $our /iles an /olers
+inne 5iles: priorit$ /iles $ou pin to 0eep at top o/ /ile list
)y 5iles: 8iles $ou have uploae
Share With )e: Private /iles share irectl$ with $ou
Share By )e: Private /iles $ou have share with iniviuals
Community 5iles: 8iles /ro" Co""unities $ou are "e"ber o/
5O1 BI6 5I;7S
Dse the IB' 'eia *ibrar$ to
store /iles- an ?ust lin0 to the"
TIPS:
8or each /ile- use Tags to "a0e the" /inable
I/ $ou have lots o/ /iles- use /olers to organi+e
Perioicall$ elete ol /iles to "anage $our K;;'B
SOCIAL ize
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SOCIAL-ize
your team
BEING
OPEN
OVERVIEW
GETSETUP
TOOLBOX
DAY-to-DAY
Toolbo: The Tools to Accelerate Your Team
)ore etails on 5iles
I0SI6$TS O0 T$7 5I;7
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Section 5
Day-to-Day:How to Manage it All
SOCIAL ize
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BEING
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GETSETUP
TOOLBOX
DAY-to-DAY
4ay.to.4ay: $o% To )anage It All
This all seems li&e more %or&'(
)y a*ice:
7e"e"ber- its a shi/t a change in how we wor0
>"ail less- use Connections "ore
I/ $ou are not use to it stic0 with it H its actuall$ prett$ eas$
I/ $ou tr$ it $ou will start to have ah ha "o"ents on value
Start with s"all steps an buil "o"entu"
SOCIAL-ize
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your team
BEING
OPEN
OVERVIEW
GETSETUP
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DAY-to-
DAY
4ay.to.4ay: $o% To )anage It All
$o% to get starte
Steps to success in %or&ing 3social %ith your team:
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SOCIAL-ize
your team
BEING
OPEN
OVERVIEW
GETSETUP
TOOLBOX
DAY-to-
DAY
4ay.to.4ay: $o% To )anage It All
Tip >8 . 5ollo%@ a Community
8or Co""unities $ou belong to- go to
the Co""unit$ an clic0 28ollow this
Co""unit$3 to
inclue upates /ro" that co""unit$
in
$our ail$ e"ail upate
$our &o"e page Status Dpates
SOCIAL-ize
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your team
BEING
OPEN
OVERVIEW
GETSETUP
TOOLBOX
DAY-to-
DAY
4ay.to.4ay: $o% To )anage It All
Tip >9 . Setup your aily Connections upate
Setup a ail$ e"ail su""ar$ to easil$ scan Connections
6o to $our 2Settings3 Set $our ail$ 21oti/ication38 9
SOCIAL-ize
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SOCIAL ize
your team
BEING
OPEN
OVERVIEW
GETSETUP
TOOLBOX
DAY-to-
DAY
4ay.to.4ay: $o% To )anage It All
Tip >- # /se you $ome
Dse 2&o"e3 to /ollow Status- Activit$- Co""unit$- Blog- etc. upates
Im follo%ing:
Eiew upates /or people things $ou are /ollowing ) responses to $ou,
Status /pates:
Eiew status upates /ro" $our networ0
)y 0otifications:
Eiew upates co""ents relate to $our content $our noti/ications
Action 1e2uire:
Eiew ite"s that re@uire $our response )li0e To #o ite"s in Activities,
SOCIAL-ize
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your team
BEING
OPEN
OVERVIEW
GETSETUP
TOOLBOX
DAY-to-
DAY
4ay.to.4ay: $o% To )anage It All
Tip > # $o% to Search Connections
6o to 2Avance Search3 Dse Tags- e$wors- 1a"es to /in content on Connections8 9
SOCIAL-ize
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4ay.to.4ay: $o% To )anage It All
Summariing the toolbo for )anagers
Is collaboration critical to $our tea"s success &ow o $ou /oster the 0in o/ openco""unication on $our tea" that encourages in/or"ation sharing- learning- partneringon pro?ects- brea0through thin0ing
Communities
#o $ou ever nee to /in e!perts outsie o/ $our tea" in orer to be success/ul on apro?ect or with a client
+rofiles
#o $ou loo0 /or places where $our tea"s critical s0ills can be put to use Isnetwor0ing with other tea"s in IB' i"portant to $our personal success #o $ou want
a better wa$ to sta$ current on whats happening in $our networ0
$omepage
)icro.blogging
#o $ou want a wa$ to "anage pro?ects- assign tas0s an ue ates an get an overallview o/ the pro?ects status H in real%ti"e
Acti*ities
#o $ou nee to "ore easil$ co""unicate $our strateg$ an priorities with $our tea" inan open space where the$ can respon an co""unicate with one another as well
Blogs
&as $our e"ail inbo! beco"e a prouctivit$ rain /ille with an un"anageable nu"bero/ notes an large attach"ents &ave $ou been in e"ail ?ail in the last L "onths
5iles
#o $ou want to /oster creativit$- collaboration an best practice sharing on $our tea" 5orums
#o $ou nee to co%create web ocu"ents or curate online "aterial Wi&is
#o $ou want to share valuable web lin0s /or others to use Boo&mar&s
#o $ou struggle to share in/or"ation an sta$ current when $ou are traveling or cantbe attache to the networ0
)obile IB)Connections
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