Rinaldi Major Project Final November 11, 2013

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    2013

    Andrew Rinaldi

    All Rights Reserved

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    ABSTRACT

    Dr. Paul Cesarini, Advisor

    Municipalities today are faced with many challenges and one of those challenges

    is engaging more with the community. Social media is one area many municipalities have

    not tapped into to connect with the community. Municipalities that have branched out

    into social media are using Facebook and Twitter are their main engagement tools. The

    purpose of this study is to look at the municipalities out there that are best practices when

    it comes to using social media to engage and connect with the community.

    The problem of this study was to look at three best practice municipalities and

    compare them to the base municipality of Toledo, Ohio. The objectives of this study is to

    help provide recommendations to the City of Toledo of things they should focus on with

    using social media for engagement.

    Results from this study show common and unique things the City of Toledo could

    utilize as they start to use social media to engage with the community. Common

    platforms they should use are Facebook and Twitter with YouTube being a newer

    platform some municipalities have started to use. All municipalities used social media to

    provide information that drove people back to the municipalitys website.

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    This is dedicated to my dad as proof that I did not give up and I set out to do my best.

    12/14/1940 - 01/19/2004

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    TABLE OF CONTENTS

    Section I: Background & Goals ..........................................................................................1

    Statement of the Project & Background Info .............................................................1

    Objectives of the Study ..............................................................................................2

    Definition of Terms....................................................................................................2

    Literature Review.......................................................................................................2

    Social Media for Community Engagement ....................................................4

    Social Network Tools ....................................................................................7

    Facebook ............................................................................................7

    Twitter ................................................................................................8

    Google+ .............................................................................................8

    Blogging Tools...............................................................................................10

    Wordpress ..........................................................................................10

    Tumblr................................................................................................11

    Blogger ...............................................................................................11

    Co-Creative Tools ..........................................................................................12

    Huddle ................................................................................................12

    Basecamp ...........................................................................................13

    Google Docs.......................................................................................14

    Video Sharing & Streaming ...........................................................................15

    Youtube ..............................................................................................15

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    Vimeo .................................................................................................16

    Ustream ..............................................................................................16

    Livestream..........................................................................................16

    BlogTV ..............................................................................................17

    Social Media Challenges for Municipality ....................................................17

    A Case for Social Media:: The 44 thPresident of The United States ..............18

    Summary ........................................................................................................20

    Section II: Procedures .........................................................................................................21

    Investigation Procedure .............................................................................................21

    Benchmarking Process ...............................................................................................22

    Step 1: Project Conception.................................................................22

    Step 2: Planning .................................................................................23

    Step 3: Preliminary Data Collection ..................................................23

    Step 4: Best-in-class Selection ...........................................................23

    Step 5: Best-in-class Data Collection ................................................24

    Step 6: Assessment ............................................................................24

    Step 7: Implementation Planning .......................................................25

    Section III: Description/Methodology/Development ........................................................26

    Restatement of Projects & Outcomes ........................................................................26

    Research Design.........................................................................................................27

    Population Sample ....................................................................................................27

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    Participants ................................................................................................................28

    Data Collection Instrument ........................................................................................30

    Procedure of Data Analysis .......................................................................................31

    Protection of Human Subjects ...................................................................................31

    Timeline .....................................................................................................................32

    Budget ........................................................................................................................34

    Section IV: Results & Recommendations ..........................................................................35

    Findings......................................................................................................................35

    Quantitative Results ...................................................................................................35

    Qualitative Results .....................................................................................................37

    Making Social Media a Strategic Priority ......................................................37

    Need for Social Media .......................................................................37

    Social Media Accomplishments ........................................................39

    Engagement of Citizens .....................................................................41

    Social media Strategy & Policies ...................................................................42

    Overview of Social Media Strategy ...................................................42

    Development of Social Media Strategy .............................................44

    Approval Process o Social Media Strategy ........................................45

    Social Media Platform ...................................................................................47

    Designing the Platform & Tools ........................................................47

    Maintaining the Platform & Tools .....................................................48

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    Measuring Effectiveness ....................................................................49

    Overcoming Challenges for Social Media ....................................................50

    Lessons Learned.............................................................................................52

    Do Differently in the Future ..........................................................................54

    Future Issues and Use ....................................................................................55

    Discussion & Conclusions .........................................................................................57

    Implications for Practice ................................................................................57

    Limitations of Study ......................................................................................58

    Future Research and Projects to Consider .....................................................59

    References ..............................................................................................................................61

    Appendices .............................................................................................................................66

    Appendix ADefinition of Terms ............................................................................66

    Appendix BConsent Letters ...................................................................................71

    Appendix CRespondent Interview Transcriptions .................................................74

    Appendix DInterview Script ..................................................................................106

    Appendix EInterview Questions ............................................................................108

    Appendix FHSRB Approval ..................................................................................110

    Appendix FQuantitative Response Table ..............................................................111

    Appendix FCity of Toledo Recommendations Report ..........................................112

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    SECTION I: BACKGROUND & GOALS

    Statement of the Project & Background Information

    The purpose of this benchmark study was to learn what other municipalities are

    doing in relation to social media and engaging their community citizens and compare this

    to the base municipality of Toledo, Ohio. Municipalities are commonly known as a city,

    town, village, or a small grouping of them, and governed by a mayor and city council or

    municipal council (Wikipedia, April 24, 2012). The current economy has municipalities

    being asked to do more with less like many other businesses, organizations, and

    individuals. An article about Northville, Michigan supports this claim. In the article it

    was stated, Providing the same level of services and in some cases doing it better with

    less staff has become a normal thing at city hall in Northville (Huhman, 2012, p.1).A

    new communications and engagement outlet for municipalities that has emerged is the

    use of social media. The types of platforms looked at were social networks, blogs, video

    sharing and streaming, and internal co-creative tools.

    Municipalities that use social media tools were only using them at a fraction of

    their full potential. The best use for municipalities with social media is to connect to their

    citizens by providing them with information, updates on projects, and other news that is

    not normally shared through traditional media outlets. Along with providing citizens with

    information, municipalities could use social media to provide opportunities to get

    feedback and thoughts on a particular topic and allow citizens to engage in conversation.

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    A solution to the lack of social media used by a municipality would be to provide a place

    that showcases the best social media tools.

    Objectives of the Study

    When the benchmarking study was conducted an evidence-based approach was

    taken. The evidence-based approach looked at the history, research, tools, and cases

    related to the topic that was being studied. The objectives of this study were:

    1. to understand why a municipality should utilize social media.

    2.to learn how municipalities integrate and utilize social media in an existing

    structure.

    3. to understand the cost to approve, plan, design, and deliver social media to

    citizens.

    4. to understand the challenges and lessons learned for utilizing social media.

    5. learn about future issues a municipality will have to deal with for social media.

    Definition of Terms

    The full list of terms (identification and description of resources) used in this

    study can be found in Appendix A.

    Literature Review

    Historically people have associated social media as Facebook and Twitter, but

    social media is more than that. Social media is used to describe the activities, practices,

    and behaviors among communities of people who gather online to share information,

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    knowledge, and opinions using conversational media (Safko & Brake, 2009, p. 6). Social

    media can also be defined as a group of new online media, which shares most or all of the

    following characteristics: participation, openness, conversation, community, and

    connectedness (Mayfield, 2008). Pendergraft and Associates (2009) suggest three reasons

    why a municipality would want to use social media:

    1. Social media allows new audiences to engage and connect.

    2. Social media helps to increase participation in government.

    3. Social media helps to inform citizens about what is going on and why.

    In addition, the rapid development and adoption of devices that enable people to

    connect anywhere is making social media an opportunity a citys government and its

    leaders can utilize to communicate to its citizens. According to the 2009 Horizon Report

    (Johnson, Levine & Smith, 2009), within one year or less, mobile devices will have the

    capability to support third party applications. This can be seen today as most new phones

    have the ability to support third party applications. The 2010 Horizon Report (Johnson,

    Levine, Smith, & Stone, 2010) took the idea of mobiles one step further by stating that

    the mobile computer would be common within one year or less. The 2010 Horizon

    Report not only mentions the ability of mobile smart phones, but also the ability of

    netbooks and laptops. This has all become possible through the advancement of cellular-

    based hot-spots, mobile broadband cards, and wi-fi hot-spots, which have become very

    common among places where people congregate or meet. The majority of cellular

    devices today can access the Internet in some capacity. Many netbooks come with the

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    ability to connect to cellular networks for Internet access and this allows people to

    connect on-the-go. With the invention of new mobile technologies, such as Apples iPad

    with cellular connectivity, it is only a matter of time before more people connect via

    distance versus in person.

    Social Media for Community Engagement

    Social media is all about engagement and involving the online user population.

    Before a conversation is started, and certainly to continue one, you have to engage your

    audience (Safko & Brake, 2009, p. 7). Sending an email invitation to users to read your

    newsletter, view an article, take a survey, or join an event, starts the engagement process.

    Platforms such as Facebook offer similar features that allow a person to share links,

    conduct polls, and send out event invitations.

    When looking at social media platforms and tools, there was a need to understand

    how they best worked for a municipality. To help understand the functional use of the

    platforms, each was placed into a two-by-two diagram based on two dimensions. The

    first dimension is based on the timing of the interaction. Synchronous means working

    together at the same time, and in the online world, chat rooms and online conferences are

    examples of this (WorldWideLearn, n.d.). Asynchronous is the relaying of information

    with a time lag. Discussion forums and email are two examples of how asynchronous

    communication is [used] (WorldWideLearn, n.d.). Synchronous is real timeinteraction,

    while asynchronous is on the participants own time. The second dimension focuses on

    the purpose of the interaction. Informing is the imparting of information to make aware

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    of something (The Free Dictionary, n.d.). Collaborating is a working practice whereby

    individuals work together with a common purpose to achieve business benefit (Aiim,

    n.d.). Informing focuses on disseminating information to ensure understanding, while

    collaborating focuses on interacting to come to a joint conclusion. The resulting four

    categories were then used to place each platform into a two-by-two diagram (see Figure

    1). This diagram is an adapted version that can be found in the

    Figure 1City Social Media Engagement Model

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    Figure 1 above was Adapted from The Change Handbook: Causes, The DefinitiveResource on Today's Best Methods for Engaging Whole Systems (p. 636), by P. Holman,T. Devane, and S. Cady (Editors), 2007, San Francisco, CA:Berrett-Koehler Publishers,Inc. Adapted with permission.

    Further, when determining which tool to use for a situation, the routine and

    complex nature of the tools features were an important determining factor. The more

    complex and less routine items require more synchronous and collaborative use of the

    tools. As can be seen in the Figure, one platform can be utilized in more than one

    quadrant; in other words, for more than one purpose.

    The first quadrant encompasses asynchronous and informing tools. These tools

    are used for providing information to the public and are accessible through a searchable

    archive. The second quadrant encompasses asynchronous and collaborating tools. These

    tools are used for collaborating with others, within the municipality with delayed timing

    of responses. The third quadrant encompasses synchronous and informing tools. These

    tools are used to provide live updates, breaking news, and alerts. The fourth quadrant

    encompasses synchronous and collaborating tools. These tools are used for collaboration

    among two or more people at the same time. Each person is able to provide feedback and

    make changes. All others involved are able to see the change instantly and contribute

    pending their permissions.

    A variety of social media resources were looked at regarding how a municipality

    could use them to engage citizens. The problem was that there were so many resources

    available that a municipality could not decide on which ones to use and where to begin.

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    Three areas were identified that a municipality should consider when engaging their

    citizens. These areas were social networks, blogging tools, and video sharing and

    streaming tools. For internal collaboration in a municipality co-creative tools were looked

    at. The platforms and tools listed below should be considered as concepts and ideas when

    a municipality develops their social media engagement strategy.

    Social Network Tools

    Social networks allow a person to create a personal profile page to post

    information about themselves or their business, invite people to join their network, join

    groups, blast messages and events, connect with other people and much more (Hay, 2009,

    p.137). Below are the top social networking tools that complimented and supported this

    study.

    Facebook. Connects people with friends and others who work, study and live

    around them. People use Facebook to keep in touch with friends, post photos, share links

    and exchange other information (Webopedia, n.d., p.1). The features of Facebook best

    place it in Quadrants one and three of the model.

    Quadrant 1: Facebook offers the ability to share links, videos, and photos

    from third party applications or a municipality's website. For example, a

    municipality administrator can post an update on leaf pickup dates and

    have it link back to the website for specific details.

    Quadrant 3: Facebook offers the ability to post status updates. This ability

    can be used to provide updates as they happen at an event or as breaking

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    news happens. A good example would be if the mayor of a municipality

    attends a conference, the mayor could provide updates on what was

    happening at the conference.

    Twitter. Twitter is A free social messaging tool that lets people stay connected

    through brief text message updates up to 140 characters in length (Webopedia, n.d.).

    The features of Twitter, like Facebook best place it in quadrants one and three.

    Quadrant 1: Twitters search ability allows a person to search for specific

    terms. For example, a person wants to know what people were saying

    about the iPhone 4 launch at Apples World Wide Developers Conference

    in 2010. That person could search for WWDC 2010 and iPhone 4 and see

    all the tweets about the event.

    Quadrant 3: Twitter offers the ability to quickly post updates that allow for

    live updates from an event. A good example of this would be the mayor

    attends an event and can provide minute-by-minute updates on what was

    happening at the event to keep citizens informed. These types of updates

    are especially important if the conferences is related to something that will

    impact the municipality.

    Google + (plus). Google Plus is defined as Googles social networking

    project...sought to replicate the way people interact offline more closely than is the case

    in other social networking services, such as Facebook and Twitter. The projects slogan is

    Real-life sharing rethought for the web (Whatis.com, 2011). The features of Google

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    Plus best place it in quadrants one and four. Google Plus excels beyond the capabilities of

    Facebook with the ability of Hangouts and utilizes them for synchronous document

    collaboration with video, audio, and text chat.

    Quadrant 1: Google Plus offers the ability to share links, photos, and

    videos from third party tools and a municipalitys website. Just like the

    example given for Facebook, a staff member has the ability to post a quick

    reminder or update on the municipalitys Google Plus page and link back

    to the website for specific details.

    Quadrant 4: Google Pluss ability to offer synchronous collaboration of

    documents with chat and video sets it apart from other social networking

    sites. Google Plus Hangouts allows for multiple people to have a video or

    audio chat while screen sharing, reviewing and editing a document, or

    discussing ideas for a new project. Google Plusalso offers a feature called

    Circles where only those groups are allowed to participate in the

    hangout. For example, a municipality has a document that has cross-

    departmental uses. The person in charge of that document could invite an

    individual division or both divisions, based on the separate circles.

    For this study LinkedIn and MySpace were not considered. LinkedIn was not

    considered due to the professional business nature of networking. MySpace was not

    considered due to losing many users to new social networking platforms, such as

    Facebook. MySpace in the past year has lain off 47% of the workforce (Hudson, 2011).

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    The new plan for MySpace could be a network for musicians. In June of 2011, new CEO

    of MySpace, Tim Vanderhook, announced that Justin Timberlake would be part owner in

    the company (Bruno, 2011). The idea was to have a community where artists could be

    discovered and share their talents (Bruno, 2011).

    Blogging Tools

    There are a wide variety of blogging platforms. Blogging has become a more and

    more sought out media to be used as a communication tool for informing the citizens

    among municipalities. A blog is an online diary with articles, photos, Web links, or other

    entries made by the blogs' creators, or "bloggers" (What is Blogging, 2006, p.1). Below

    are the best blogging tools to consider when building a social media strategy for a

    municipality.

    WordPress. WordPress is a free and open source blogging tool and a dynamic

    content management system (CMS) based on PHP: Hypertext Preprocessor (PHP) and

    My Structured Query Language (MySQL) (Wikipedia, 2012). The features of WordPress

    best place it in quadrants one and three.

    Quadrant 1: WordPresss blogging feature allows a person to provide

    updates and other news for all to see. For example, a municipality could

    provide an update from an event and provide links to pictures or a video

    from the event.

    Quadrant 3: WordPress offers the feature of adding additional pages that

    provide custom content. With a custom content page a live broadcast

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    video stream could be added. Live broadcasting will be discussed later in

    the video sharing and streaming section. A good example would be a

    virtual town hall meeting page. A municipality could create a landing page

    for live town hall meetings with the video player embedded and provide a

    link to the page on social networks.

    Tumblr. Tumblr lets you effortlessly share anything. Post text, photos, quotes,

    links, music, and videos, from your browser, phone, desktop, email, or wherever you

    happen to be (Tumblr, n.d.). The features of Tumblr best place it in quadrants one and

    three.

    Quadrant 1: Very similar to WordPresss blogging feature, Tumblr

    provides the ability to provide updates through text, photos, videos, and

    links. Just how a municipality would use WordPress to provide a news or

    event update, they could do the same in Tumblr.

    Quadrant 3: Where Tumblr differs from other blogs is the hybrid design of

    the tool. Tumblr allows people to post quick, status-like updates similar to

    Twitter. For this ability Tumblr is great for a municipality to provide

    updates similar to how they would through Twitter.

    Blogger. Blogger is A web site, where you write stuff on an ongoing basis. New

    stuff shows up at the top, so your visitors can read what's new (Blogger, n.d.). The

    features of Blogger, similar to WordPress and Tumblr best place it in quadrants one and

    three.

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    Quadrant 1: Blogger, just like WordPress and Tumblr offers the ability for

    municipalities to post updates with links, photos, and videos for citizens to

    view.

    Quadrant 3: Blogger allows a person to create custom pages similar to

    WordPress. These custom pages allow for embedded video players. A

    municipality could add their live broadcasting player to the page and

    navigate citizens to that page when they are conducting a town hall

    meeting.

    Co-Creative Tools

    Co-creative tools allow multiple people to work together and co-edit a document,

    presentation, report, etc. For this study the definition of co-creativity from Laberge and

    Svendsen (2007) will be used. The definition provided states, Co-creativity, is the ability

    of members of different groups, organizations or networks to harness co-creative power

    in order to act together on common issues, needs and goals (p.1). Co-creative tools can

    be any tools that allow collaboration with one or more persons. Below are some of the

    co-creative tools to consider when building a social media strategy for a municipality.

    Huddle.Huddle is the number one SharePoint alternative for Enterprise

    Collaboration and Content Management in the cloud and is used by more than 100,000

    government organizations and businesses globally (Huddle.com, n.d.). SharePoint is a

    software platform and a family of software products developed by Microsoft for

    collaboration, file sharing and web publishing (Wikipedia, n.d., p.1).

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    There is a drawback to Huddle of cost; on the website they state to contact us

    for pricing. Huddle does offer a free version, but is limited to the number of features and

    other abilities. The features of Huddle best place it in quadrants two and four.

    Quadrant 2: Huddle provides tools for multiple people to collaborate

    asynchronously. Huddle helps people collaborate asynchronously through

    tasks assignment and document editing. A task can be assigned to a person

    and he or she will be notified via email about that task. Asynchronous

    document editing is where a person edits a document and another person

    can view that document at a later time and see those edits and remove

    those edits or add additional edits. A municipalitys staff could use Huddle

    to ensure tasks are accomplished for key projects and collaboratively work

    with other employees on key documents.

    Quadrant 4: Huddle provides synchronous collaboration between multiple

    people for document editing. A municipality could use Huddles document

    collaboration feature to work together with others on creating key

    documents and policies.

    Basecamp. Basecamp is a web-based project-management tool developed by

    37signals and was launched in 2004 (Wikipedia, 2012). Just as Huddle has a drawback

    of cost so does Basecamp. Pending the number of projects that will be worked on at any

    one time the costs range from $20 a month to $150 a month. They do offer a free 45-day

    trial. The features of Basecamp, similar to Huddle, best place it in quadrants two and four.

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    Quadrant 2: Basecamp offers many of the same features of Huddle.

    Basecamp offers asynchronous features such as task tracking, document

    creation, and a one-stop shop for all items related to key projects. As with

    Huddle a municipality could use Basecamp to track and collaborate on key

    projects.

    Quadrant 4: Basecamp offers the ability to collaborate with others for

    document creation. According to Basecamps website, you can collaborate

    real-time with others on documents.

    Google Docs. Google Docs is a family of Web-based applications from Google

    that includes word processing, spreadsheets, presentations, forms creation and online

    storage (PCMag.com, n.d.). Google Docs allows for multiple people to edit a document,

    spreadsheet, presentation, etc. at the same time. Each person is able to see what the other

    person is editing and add to those changes or improve them. Google Docs is a free

    service for all to use, which makes it the ideal tool to use for a municipality. The features

    of Google Docs place it best in quadrants two and four.

    Quadrant two: Google Docs allows for asynchronous editing of documents,

    spreadsheets, and presentations. A person can edit a document when he or

    she has time and others can view the document later and view the revision

    history to see the changes that were made.

    Quadrant four: Google Docs, along with asynchronous editing of

    documents, offers synchronous editing of documents. For example, two

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    municipal employees can have the same document open and editing it at

    the same time. Each employee would see what the other is doing and each

    employee could work on separate portions of the document.

    Video Sharing & Streaming

    For this study video sharing sites and video streaming were both looked at

    separately, but grouped together. A video sharing site is a Web site that lets people

    upload and share their video clips with the public at large or to invited guests (PC

    Magazine, n.d.). For video streaming the definition of streaming was used. Streaming is a

    technique for transferring data so that it can be processed as a steady and continuous

    stream (Webopedia, n.d.). Below are some of the video sharing sites and streaming tools

    to consider when building a social media strategy for a municipality.

    YouTube. YouTube is A popular free video-sharing Web site that lets registered

    users upload and share video clips online at the YouTube.com Web site (Webopedia,

    n.d.). The features of YouTube best place it in quadrants one and three.

    Quadrant 1: YouTube,as mentioned above allows a person to upload and

    share video clips, as long as it does not violate copyright laws. The staff of

    a municipality could use YouTube to share video updates of projects or

    share videos about the functions or activities of specific departments.

    Quadrant 3: Youtube offers the ability to post video responses for videos

    along with the traditional text responses. A municipality could use this

    feature by asking citizens to post video responses to a question proposed

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    in a video or by asking citizens to post a feedback video reacting to a

    video the municipality staff posted. Posting video responses is a unique

    way to get thoughts, reactions, and other comments from citizens. The

    video responses allow the staff of the municipality to see the expression of

    the citizen as text responses can be taken out of context.

    Vimeo.Vimeo is a friendly place where people who take and love videos can

    share, watch, discover, and be inspired (Vimeo.com, n.d.). The features of Vimeo best

    place it in quadrant one for video updates. A municipality could use it to provide news

    and project updates, much like Youtube. Vimeo however, does not allow video responses.

    Vimeo does have a feature that allows a person to download videos.

    UStream.Ustream is the leading live interactive broadcast platform. Anyone

    with an Internet connection and a camera can start engaging with their family, friends or

    fans anytime, anywhere (Ustream.tv, n.d.). The features of Ustream best place it in

    quadrant four. Ustream is a great tool for the administrators of a municipality to use for

    virtual town hall meetings and with the chat integration allows for interaction, as if the

    people are there in the room. Using Ustream will help to minimize the understanding

    citizens have of how town hall meetings are conducted by allowing everyone an equal

    chance to ask questions and voice concerns.

    Livestream.Livestream lets you stream live events over the Internet, expand

    your community and engage your audience when they cannot physically attend your

    event (Livestream.com, n.d.). The features of Livestream best place it in quadrant four.

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    Just as Ustream allows for live broadcasting, Livestream allows for the same ability with

    chat integration. Livestream has developed a mobile decoder box that allows for a person

    to use a camera and broadcast from anywhere with a 3G or 4G connection. Livestream

    also offers a mobile application for smart phones that allows a person to broadcast from

    the camera built into the mobile phone.

    BlogTV.BlogTV is a leading live, interactive, Internet broadcasting platform

    that enables anyone with an Internet connection and a camera to connect to their audience

    in a evocative, direct way (BlogTV.com, n.d.). The features of BlogTV best place it into

    quadrant four. BlogTV offers all the features and abilities of Ustream and Livestream.

    The downside to BlogTV is the mobile application offered currently does not allow for

    broadcasting from the phone.

    Social Media Challenges for Municipalities

    Pendergraft and Associates (2009) suggest three challenges a municipality will

    need to overcome when implementing social media into their already existing structure.

    The first challenge a municipality has to deal with is their states Public Information Act.

    For example, are municipalities required to keep a record of the information that they

    post on Twitter, Facebook, etc.? If they need to keep a record of posts, comments, and

    other social media information, how would they track and keep a record of these? The

    second issue a municipality will have to address is security. Security for municipalities

    covers both hardware and network weaknesses. One security question to address is

    whether social media [sites] are inherently more dangerous than other types of websites.

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    A second security question to address is if a municipality creates a social media presence,

    some people will need to be given access. How can a municipality ensure this freedom

    will not be abused and who are those that are granted access? The final issue that needs to

    be addressed is to determine who should be involved in the planning process of social

    media and how it is used. A supporting question to the above issue is how knowledgeable

    do these people need to be?

    A Case for Social Media: The 44th President of the United States

    To get a sense of how much social media and other online tools could help a

    municipality the story of how the 44

    th

    President of the United States, Barack Obama,

    used social media to win the election was looked at. The first use of social media was

    traced back to Colin Powells endorsement of Barack Obama on NBCs Meet the Press in

    2008 (Qualman, 2009, p. 61). It was posted on the Web so fast the west coast could see it

    before it aired on traditional television. Obama embraced social media from the

    beginning, knowing he had a chance to dominate [social media] over his opponents

    during the election (Qualman, 2009, p.62).

    To understand Obamas social media presence, social network statistics of Obama

    and John McCain at the time of the 2008 Presidential race were looked at. At the time of

    the election Obama had more than 3.1 million fans on his Facebook page compared to

    McCain who only had 614,000 (Qualman, 2009). This does not include the additional 2

    million from the next top 20 groups for Obama, bringing the total to more than 5 million.

    A similar scenario was looked at for Twitter, as Obama had 113,000 followers to

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    Summary

    Municipalities have been scrambling to find new ways to get things done and

    identify better ways to provide services to citizens. Municipalities have a very

    knowledgeable and untapped group of people who they interact with everyday. This

    group of people is the citizens. Since President Obama has been in office, the number of

    opportunities and the ways to engage with the citizens has significantly increased. This

    study helps to identify why a municipality should use social media, what the challenges

    are when integrating social media, and understand what best-in-class municipalities are

    doing with their social media.

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    SECTION II: PROCEDURES

    The procedure used in this study was an adaptation of a standard benchmarking

    process. The sections below will provide you an outline of each step in the benchmarking

    process that was used for this study. This process entailed identifying municipalities,

    determining the questions to be asked, and collecting data compared to the base

    municipality of Toledo, Ohio.

    Investigation Procedure

    Benchmarking is the process of comparing and measuring an organizations

    business process against best-in-class operations to inspire improvement in the

    organizations performance (Global Environmental Management Initiative, 1994, p. 1).

    For this study, municipalities were the organizations. A benchmark study can help lay the

    foundation for an organization to build an action plan to meet and surpass its needs and

    promote awareness. A benchmarking study can be conducted for nearly any business

    activity or process and ranges from products and services offered to strategic plans. The

    purpose of this benchmarking study was to learn what municipalities were doing in

    relation to social media and engaging their community members. The study will help

    with understanding what a municipality should and should not do when developing and

    using social media. Conducting a benchmarking study means to focus on only one

    process or activity to ensure the best results. This study focused only on community

    engagement.

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    Generally, before a benchmarking study has been conducted, the organization has

    identified areas that need improvement and in some cases new areas that need to be

    created. For this benchmark the three most commonly used social media tools (Twitter,

    Facebook, and YouTube) were considered. The study helped determine how they were

    being used and where improvements could be made. To summarize, benchmarking helps

    to focus more closely on an area of improvement and identify critical elements in that

    area.

    Benchmarking Process

    Below is the modified outline of the nine-step benchmarking process used in this

    study (GEMI, 1994). For this study, seven of the original nine steps in the GEMI process

    were used. The implementation and recalibration steps were not utilized, as they were

    deemed outside the scope of this project. The seven steps utilized were:

    Step 1: Project Conception

    The project conception phase of the benchmarking process involved

    understanding the elements that are critical to the process. Elements include proper

    project identification, right people involved, and the project schedule. Project conception

    helped in gathering the data necessary to complete the project planning in step two. The

    key tasks associated with this step are listed below:

    Established an environment conducive to benchmarking

    Established the benchmarking project scope

    Estimated and commit the necessary project resources

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    Established a realistic and achievable project schedule

    Step 2: Planning

    The planning portion of the benchmarking phase involved creating the

    benchmarking plan. Those involved in the benchmarking process reviewed the draft plan

    and suggested changes. After the changes were made the benchmarking plan was

    approved. Those who were involved in the planning phase had to be educated in the

    overall process of benchmarking. The key tasks associated with this step are listed below:

    Developed the benchmarking project plan

    Shared it with project committee

    Step 3: Preliminary Data Collection

    During this phase the best-in-class selection criteria was developed by the project

    committee, the collection techniques were identified and how the data would be entered

    was determined. The best-in-class data criteria were then compared to the preliminary list

    of selected municipalities.

    Developed criteria for selecting best-in-class municipality

    Developed entry forms for data research

    Established data collection techniques and sources

    Collected preliminary data

    Step 4: Best-in-class Selection

    In the best-in-class selection phase of the benchmarking process, the best-in-class

    municipalities were chosen. The preliminary list of municipalities were compared to the

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    best-in-class criteria and tallied based on the criteria. The top three tallied municipalities

    were selected as the best-in-class municipalities.

    Selected benchmarking partners that have best-in-class process based on research

    to date

    Reviewed and refined the questions set for upcoming reviews of identified

    municipalities

    Step 5: Best-in-class Data Collection

    In the best-in-class data collection phase, the data from each best-in-class

    municipality was collected. During this phase the interview times were determined, the

    data collection method was revisited, and the script and other logistics were identified.

    Interviews were conducted with each participant to collect best-in-class data.

    Revisited the data collection approach

    Scheduled and prepared data collection sessions

    Step 6: Assessment

    In the assessment phase of the benchmarking process, the best-in-class data was

    reviewed and prepared to make comparisons to existing tools that could be improved.

    The best-in-class data was used to identify gaps between the existing structures to best-

    in-class structures. Areas with gaps that could be improved were identified and

    recommendations for improvements were suggested.

    Analyzed the data collected

    Defined elements of a best-in-class model

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    Identified gaps between the best-in-class model and current programs and

    processes

    Identified sources for improvement and associated recommendation

    Step 7: Implementation Planning

    The implementation planning phase of the benchmarking process involved those

    who were required to carry out the recommendations from step six. The members from

    implementation planning were charged with developing action plans to ensure the

    suggested recommendations were carried out. Members are selected from the leadership

    of the organization or in this case the municipality conducting the benchmark. The

    members are a diverse group from inside and outside the municipality in various roles.

    This ensures that the group is a good representation of the whole.

    Assessed municipalities change readiness

    Developed operational plans for program or process improvements

    Developed integration and implementation strategies

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    SECTION III: DESCRIPTION/METHODOLOGY/DEVELOPMENT

    For this study qualitative and quantitative research methods were utilized to

    understand how the top three best-in-class municipalities designed, developed and

    delivered social media to its citizens. The data was collected through phone interviews

    with each participant from each municipality. The participants were selected based on

    their involvement with social media in their municipality. Municipalities were selected

    based on criteria of similarities to the base city of Toledo, Ohio, unique aspects with

    engagement, and awards.

    Restatement of the Purpose & Objectives

    The purpose of this benchmark study was to learn what other municipalities are

    doing in relation to social media and engaging their community citizens and compare this

    to the base municipality of Toledo, Ohio. The objectives of this study were:

    1. To understand why a municipality should utilize social media.

    2. To learn how municipalities integrated and utilized social media in an existing

    structure.

    3. To understand the cost to approve, plan, design, and deliver social media to

    citizens.

    4. To understand the challenges and lessons learned for utilizing social media.

    5. Learn of future issues a municipality will have to deal with for social media.

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    Research Design

    A modified benchmarking primer was used for this study. As described above,

    the original primer called for a nine-step process. For this study, only seven of the steps

    were utilized. The two steps excluded were the last two steps of implementation and

    recalibration. That is, this study did not look at implementing the results and

    recommendations from the study. Since the recommendations were not implemented

    there was no need to recalibrate by looking at improvements made from implementation.

    Sample of Population

    The sample population of municipalities was determined from a search through

    the web on best practice municipalities. Municipalities that had multiple social media

    outlets through various departments or divisions were added to the list. The three

    municipalities the Department of Public Service for the City of Toledo used for their

    benchmark study were considered as well. Between the initial search and three

    municipalities already identified the list was quite large. For the sake of time and this

    study the list was kept to fifteen.

    The list of preselected municipalities was then compared to the preliminary data

    collection criteria to help narrow down to the three municipalities to be studied. The

    preliminary criteria was:

    How close were they to the size of the base municipality of Toledo, Ohio?

    What were their unique ways of engagement?

    What were the number and kinds of tools used for engagement?

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    What kind of recognition and awards have they received?

    Once the list of municipalities was compared to the preliminary criteria, the three

    best-in-class municipalities were selected in step four of the benchmarking primer. The

    municipalities that were placed into two or more of the preliminary data criteria were

    looked at in more detail. The three best-in-class municipalities, that were selected and

    why are listed below.

    Manor, Texas, was selected for being known for their innovative uses of

    technology. They also developed a platform that allows citizens to submit ideas,

    review and comment on other ideas that help improve and do things better in the

    municipality.

    Pittsburgh, Pennsylvania, was selected because it is a municipality that is using

    social media across departments and other programs to communicate information

    to the community. The initiative to use social media was implemented in nine-

    months.

    Portland, Oregon, was selected because they have very engaged mayors who deos

    most of his own posts. They conducted and from that developed social media

    engagement best practices guide and a complaint/issue reporting application for

    smart phones.

    Participants

    The participants interviewed worked in the three municipalities chosen for the

    study. Each participant was in charge or had a direct impact on the use social media for

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    their municipality. The participants from each municipality were asked to participate in a

    phone interview via email that, included an attached letter of support from the mayor of

    Toledo (Appendix B). The interviews began by asking for consent to participate in the

    interview. Each interview lasted between 30 and 60 minutes. The interviews were

    recorded and later transcribed (Appendix C). From the three municipalities, there were

    five participants, two each from Portland, Oregon and Pittsburgh, Pennsylvania and one

    from the Manor, Texas. The five respondents were introduced to the study and the same

    list of questions were used with each participant (Appendices D and E).

    The identity of each interviewee was kept anonymous. So each municipal

    employee was referred to as Respondent One and so on up to Respondent Five.

    Respondents two and five were from Portland, Oregon; respondents one and three were

    from Pittsburgh, Pennsylvania; and respondent four was from Manor, Texas.

    Respondent one and three both work in the office for the mayor of Pittsburgh.

    Respondent one is the City Performance Manager. Respondent one provided the

    perspective of looking at the technologies that were in place and how an innovative

    approach was taken to improving those technologies to handle more volume. Respondent

    three is the Communications Specialist for the mayor and provided the perspective of

    being the main conduit for sending out communications to the community.

    Respondent two is a part of the Bureau of Technology Services with Portland and

    directly responsible for the balance of the municipality's overall use of social media and

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    websites. The perspective brought by respondent two was from city administration and

    the accomplishments and issues being faced as a whole municipality.

    Respondent four is the City Manager of Manor and was charged with

    understanding the social media platforms in place and determining the plan for those

    platforms. He or she provided the perspective of the things to avoid when developing

    social media.

    Respondent five is the Communications Director for the City of Portland and the

    direct communication link between the mayors administration and the community.

    Respondent five brought the perspective of the mayor and how he or she utilizes social

    media.

    Data Collection Instrument

    Participants of the study were asked the same set of questions via over the phone

    interviews. All participants were given the same set of questions in advance of the

    interview. They recieved the questions via a mailed packet from the mayor of Toledo

    sent to the mayor of their city and via an email from Andrew Rinaldi with the packet &

    questions attached. During the interview participants were asked to have the questions in

    front of them for quicker response. The interview protocol consisted of five quantitative

    questions; four that had multiple choice responses and one that required a quantitative

    open ended answer and eight qualitative questions. With each responded having the

    question in front of them it allowed for quick & accurate answers for the quantitative

    portion. Quantitative questions were asked to understand the start-up costs for approval,

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    designing, and launching social media, the budget to date for social media, and what

    measures are used to assess the effectiveness of social media (Appendix E) .

    Procedure of Data Analysis

    The interviewer, Andrew Rinaldi conducted this study to assist the City of Toledo

    in developing their social media plan. In order to limit the effect the interviewers bias,

    the same set of questions were created for all participants in the study. These questions

    were sent to them by the mayor of Toledo and also emailed to them by Andrew Rinaldi

    before interviews were conducted. Each interview used the questioning procedure and

    welcoming script to ensure all interview subjects were asked the same questions in he

    same way. Each interview subject also had the questions in front of them during their

    interviews to ensure accuracy of answers.

    Protection of Human Subjects

    All requirements established by the Humans Subjects Review Board (HSRB) at

    Bowling Green State University were complied with while conducting this study

    (Appendix F). The steps that where taken to meet HSRB requirements are as follows.

    Step 1: Creation and vetting of interview questions to memebers of major project

    committee.

    Step 2: Consolidated questions to 8 qualitative and 5 quantitative.

    Step 3: Created questioning procedure and welcome script to be used for each

    interview (Appendix D).

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    Step 4: Craft letter to be sent to each municipality's mayor from the mayor of City

    of Toledo and send to the mayor and have signed and approved.

    Step 6: Submit packet of questioning procedure, interview questions and welcome

    script to HSRB for approval.

    Step 7: Make any requested changes by HSRB and resubmit for approval.

    Step 8: Approved by HSRB.

    Timeline

    The timeline below was used to ensure completion of project, completed all tasks

    and stayed on task. The project spans over a thirty month period from May 2011 to

    November 3013. A variety of items caused the project timeline to be modified. The final

    timeline is presented in Table 1.

    Task Due Date

    Complete project plan May 2011

    Create a list of needed project resources May 2011

    Create a project schedule May 2011

    Develop research questions to be asked May 2011

    Submit research question to committee for feedback May 2011

    Develop criteria questions for preliminary selections three best May 2011

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    practice municipalities

    Review HSRB application June 2011

    Receive feedback form committee June 2011

    Modify research questions based off of feedback June 2011

    Submit HSRB application for approval June 2011

    Collect site selection data August 2011

    Select three best practice cities August 2011

    Conduct interviews with cities November 2011

    Review interview data December 2011

    Develop a best findings report February 2012

    Submit final research paper to technical editor for review March 2012

    Generate a recommendations report to present to the City of Toledo(to be included in final document)

    April 2012

    Defend May 2012

    Submit Final Document November 2013

    Table 1Project Timeline

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    SECTION IV: RESULTS AND RECOMMENDATIONS

    Findings

    The findings of this study are first presented with the quantitative results. The

    answers from the five respondents were compiled into a summary chart (See Figure 2).

    Next, the qualitative responses were themed into seven categories: strategic priority,

    strategic plan, social media, challenges overcome, lessons learned, do different in the

    future, and future issues. These categories were based on the qualitative provided during

    the interviews (Appendix E).

    Quantitative Results

    The quantitative questions were organized into three parts. The first portion of the

    interview consisted of the start-up costs for approving, designing, and launching social

    media. Part two consisted of the budget for social media. Part three consisted of the

    measures used to assess the effectiveness of social media.

    Part one revealed common responses from four of the five respondents for the

    start-up costs for the approval of social media. Four respondents stated the start-up costs

    were $0 - $1000. The fifth respondent stated start-up costs for approval of $5001 -

    $10000. Part one also had common responses from the start-up costs for designing social

    media. Three of the five respondents stated a cost of $0 - $1000 and the other two

    respondents stated a cost of $1001 - $5000. Common responses were also found across

    the start-up costs for launching social media. Three of the five respondents stated a start-

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    up cost of $0 - $1000. The other two respondents had responses of $1001 - $5000 and

    $5001 - $10000.Figure 2shows the responses for approval, designing, and launching

    social media.

    Figure 2Quantitative Costs Responses

    Part two of quantitative responses had two common responses to the current

    budget to date. Two of the five respondents stated the current budget to date was zero.

    One respondent stated a budget under $10,000, while another respondent stated a budget

    of $16000. The final respondent said the budget for social media was absorbed within

    existing employees job duties and salaries.

    Part three was comprised measures used to assess the effectiveness of social

    media. There was a common response from four of the five respondents. The four

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    respondents stated that verbal feedback was their main measure to assess effectiveness.

    The other respondent stated that a survey was conducted through a third party

    organization. The raw data of quantitative responses can be found in Appendix F).

    Qualitative Results

    As mentioned, qualitative data was collected in seven specific areas: strategic

    priority, strategic plan, social media, challenges, lessons learned, do differently, future

    issues and use. The interview responses were grouped into common themes and unique

    comments.

    Making Social Media a Strategic Priority

    The first series of questions examined why the municipalitys administration

    decided to make social media a priority. What have been some of their accomplishments

    with social media, and how has social media helped them engage with the community.

    Responses from each participant was analyzed and common themes and unique

    difference were pulled from responses. Below you will find the common themes and

    unique differences around the need for social media, social media accomplishments and

    engagement of citizens.

    Need for Social Media. The first common theme observed across the responses

    from each municipality was the need for a new outlet to share information with the

    community. Pittsburgh, for example, saw a decrease in print media and believed that the

    newspapers told the story in a different light due to political agendas (Personal

    Communication, Respondent 1, August 29, 2011). Respondent four from Portland also

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    stated political issues was a reason for them to utilize social media (personal

    communication, November 9, 2011). They felt that the media was only covering the

    negatives of the administration so they decided to develop a plan to get the good out to

    the community. Since Portland has started using social media to communicate the

    positive things the city is doing, media has started to cover more news that is positive

    about the city. Portland communicates to more than 50,000 Twitter followers and over

    70,000 Facebook users. The potential combined 120,000 followers in turn leads to huge

    word of mouth to those not connected to the city on Facebook or Twitter.

    A second common theme observed across the interview responses was the size

    and popularity of the top two social media platforms, Facebook and Twitter. All of the

    interviewees stated they used Facebook and Twitter to connect with their citizens.

    Interviewees all mentioned the size of Facebook and Twitter as being factors in the

    decision to use. As of October 2011, Facebook had 800 million users and Twitter had

    approximately 200 million users which is to connect and communicate with. More than

    50% of Facebook users and nearly 50 million Twitter users log in each day (Nielsen,

    2011). These numbers are based on world numbers, but you can still see the size of the

    community to communicate with. Both of the respondents from Portland stated that the

    decision to make social media a strategic priority was to go where the people already are

    (Personal Communication, Respondent 2, November 4, 2011). Given the size of both

    Facebook and Twitter it is obvious why each respondent interviewed stated those were

    their main focus to communicate with the community.

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    The last common theme observed across the interview responses was the need to

    be more open or transparent with sharing information. Respondent three from Pittsburgh

    stated this was their reasoning for making social media a strategic priority.

    There were a couple of responses unique to each of the municipalities that are

    important to mention, as they are relevant to supporting this study. The first unique

    response was from respondent two with regards to feeling the constant pressure to

    improve delivery of services with lower cost (Personal Communication, Respondent 2,

    November 4, 2011). Portland also has a mayor who fully embraces technology and posts

    90% of his or her own posts on Twitter and Facebook (Personal Communication,

    Respondent 2, November 4, 2011).

    The second unique response was from respondent three, who stated, we felt we

    had more control over [content] than relying on the media (Personal Communication,

    Respondent 3, November 9, 2011). The administrators of the municipality control social

    media and this provides them with the ability to post what and when they want.

    A third unique response came from respondent four. He or she said that

    recognition on a national and international level is what sparked them to make social

    media a strategic priority (Personal Communication, Respondent 4, November 15, 2011).

    They have received three awards for their innovative use of technology.

    Social Media Accomplishments. The next questions addressed what each

    municipality viewed and felt was accomplished in regards to social media. Each

    respondent indicated a variety of accomplishments, some unique and some similar. The

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    two common responses was that there was a social media policy in place or they were

    currently developing a policy. Each municipality had many accomplishments, but two

    cities stood out as having the biggest accomplishments. The first municipality, Manor,

    Texas, received three awards for their innovative use of technology and open leadership.

    The first award they received was in 2008 and it was from the Center for Digital

    Government (CDG) for Best of Most Innovative Use of Technology, Best of Texas. In

    2010 they won two awards, one was the CDG Visionary Award, Best of Texas, and the

    second was the Altimeter Open Leadership Award for Excellence. Keep in mind that

    Manor, Texas is a much smaller municipality compared to the other two best practices

    cities and compared to other big cities in Texas who use social media.

    The CDG (n.d.) is a national research and advisory institute on information

    technology policies and best practices in state and local government. They offer a variety

    of awards that include Best of Texas, New York, and California. Second is Altimeter,

    also known as Altimeter Group (n.d.), a research-based advisory firm that offers

    pragmatic strategies to help companies thrive with distractive technologies. They give out

    open leadership awards in a variety of industries that include non-profit and government.

    The municipality of Portland has a mayor who was active and deeply engaged

    with social media. The mayor of Portland had close to 50,000 followers on Twitter,

    tweeted more than 5,000 times and over 70,000 likes on Facebook. The mayor does 90%

    of his own posts and takes the time to log-on to Twitter and answer questions real-time.

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    This is great as it allows 50,000 plus people to know the answer versus one when

    replying to an email.

    The City of Pittsburgh staff held a contest on their Facebook page that increased

    the amount of likes by over 2000. The winners of contest were to perform at the

    celebration for NFL player Hines Ward who won Dancing with the Stars. The contest

    allowed the top five to post their videos to the citys Facebook page and the top three that

    received the most likes and comments performed at the celebration. This is a unique and

    great way to use Facebook to engage a community in a unique way, instead of municipal

    staff pushing out information and watching comments and other feedback. It is citizens

    interacting with other citizens.

    Engagement of Citizens. This portion of the interview addressed how social

    media has helped municipalities engage with their citizens. Two of the three

    municipalities interviewed provided specific feedback. Respondent four from Pittsburgh

    (Personal Communication, Respondent 4, November 9, 2011) stated that [he or she uses

    social media to] share items not press release worthy, but information worth sharing and

    that people want to know. Many municipal pages had updates related to trash pick-up,

    community events, and other minor updates.

    The second municipality to provide a response was respondent four from Manor.

    They stated it allowed them to interact with the community real-time versus posting

    notices and waiting on public hearings (Personal Communication, Respondent 4,

    November 15, 2011).

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    Social Media Strategy & Policies

    The strategy portion of the interview addressed the development and approval

    process a municipality went through for creating their plan. When reviewing each of the

    responses, all respondents stated that they were currently working on a social media

    strategy or that they currently did not have a strategy specifically for social media. Please

    note that respondents two and five looked at social media two different ways. Respondent

    five discussed the approval process the staff went through for the mayor's

    office.Respondent two discussed the approval process the staff went through for using

    social media across all other departments.

    Overview of Social Media Strategy. The City of Portland is the only

    municipality that had a social media policy and guidelines in place. Respondent two

    (Personal Communication, Respondent 2, November 4, 2011) stated that they wanted to

    take better advantage of social media across the city. The mayor is using social media

    well, but they would like to use social media to engage all departments with the

    community. Another response from respondent two was looking at new technologies to

    integrate with social media and the website, such as Open ID (Personal Communication,

    Respondent 2, November 4, 2011).

    Respondent five from Portland discussed how they were posting to their

    Facebook page. The strategy called for them to feed items into their Facebook page via a

    blog or RSS feed. These posts had few views, interaction, or conversation around them.

    Respondent five (Personal Communication, November 18, 2011) discovered that if they

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    post original content with a link to the blog post they saw much more engagement and

    conversation. A second item brought up by respondent five was that they use social

    media to drive people back to their website (Personal Communication, November 18,

    2011). Lastly, respondent five (Personal Communication, November 18, 2011) stated

    their social media strategy was to adopt new mediums as they become available like

    Google Plus.

    The Pittsburgh respondents stated they were currently working on their strategy

    for social media. Their current plan was based on the following from respondent three:

    The overall [strategy] for using social media is to post any type of press outreach that we

    think residents would be interested in (Personal Communication, Respondent 3,

    November 9, 2011).

    Respondent three provided two specific items they were looking to focus on. The

    first item mentioned was to view pages of community groups and non-profit groups and

    post comments, likes, and post things from their page that is relevant to the type of

    content they post on their page (personal communication, Respondent 3, November 9,

    2011). All the elements were targeted to engage with others posts that in turn will help

    engagement with the municipalitys post. The second item mentioned was to update the

    plan to include on going fan engagement tactics that used did you know questions,

    interesting facts, etc. (Personal Communication, Respondent 3, November 9, 2011).

    These two items are good to keep in mind as both can help increase the engagement the

    page has with the community and other organizations in the municipality.

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    The respondent from Manor provided examples of what to avoid doing when

    utilizing social media for engagement. When respondent five was asked what their social

    media strategy was, they responded that their current strategy is to find out what

    platforms they have in place (Personal Communication, Respondent 4, November 15,

    2011). The city of Manor at the time of the interview, was going through a rough

    technology transition as the original creators of the platforms in place left suddenly. They

    had only one or two people who handled all their social media platforms and tools. A

    municipality will benefit from addressing the issue of access early when creating their

    social media strategy. Municipalities will want to ensure there is a group log-in or main

    log-in that is shared with those who need access to the various social media platforms and

    tools.

    Development of Social Media Strategy. Each respondent was asked about the

    process they went through for developing their plan for social media. Each of the

    respondents from Portland provided information about their municipalitys social media

    strategy, including details from the decision makers involved to the creation of the

    document. Respondent two stated that the [strategy] started as a grassroots effort

    (Personal Communication, Respondent 2, November 4, 2011). Respondent two shared

    detailed steps that were taken to develop their social media plan. The plan started with the

    methods and practices that were presented to them from a best practice study. From there

    they moved into the policy making process that led to the development of a social media

    committee that reviewed and revised the policy. From the social media committee the

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    plan moved to the city attorneys and human resources department to review and create

    the actual policy and guidelines document.

    Respondent two provided details of the training plan Portland used to train

    content managers for each department. The plan called for training in two areas. Area one

    addressed etiquette when posting to social media sites and how to deal with comments

    appropriately. Area two addressed account setup and ensured more than one person had

    access to the social media being used.

    Respondent five, who is also from the same municipality, explained the

    development from the perspective of the mayor and his administration. Respondent five

    stated that the strategic plan sort of developed organically and that they learned as they

    went with what worked and did not work (Personal Communication, November 18, 2011).

    Approval Process of Social Media Strategy. Respondents were asked who in

    the administration and the municipality were involved in getting approval to use social

    media. One common theme observed across the municipalities of Pittsburgh and Portland

    was the communication department was involved with the approval process. Respondent

    five from Portland stated that the communications department staff were the decision

    makers and decided what the plan was for social media. Respondent five also mentioned

    that early on they involved the chief of staff (Personal Communication, November 18,

    2011). One concern from the mayors administration was the communication department

    wanted a live Twitter feed on the website. This feed would be unfiltered and real-time.

    This was a concern to the administration because of the unfiltered nature and the worry of

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    profanity and other unprofessional things making it into the feed. The communication

    department was able to get approval from the administration to have the feed and it has

    become a very positive element to the website. The citizens really appreciated the

    openness and transparency of the mayor for having the unfiltered feed.

    Respondent two from Portland went into detail to who was involved in the

    approval process for the social media plan for the city. They stated that the plan started

    with best practices research, followed by a committee who reviewed those best practices.

    From the committee it went to the bureau of directors, from the directors it went to the

    second committee, the social media committee, and once the social media committee

    finished, the plan went to the city attorneys and human resources where those two

    departments determined the final plan (Personal Communication, Respondent 2,

    November 4, 2011).

    Respondent three stated (Personal Communication, Respondent 3, November 9,

    2011) the original social media efforts for the City of Pittsburgh went through the

    approval process of the mayor to the chief of staff then to the law department. The

    current social media plan for Pittsburgh involved the communication department who

    worked with the chief of staff for the mayor and the support of information technology in

    the technology department. The communication department for Pittsburgh consisted of

    three people, the communications director, press secretary, and communications assistant

    (Personal Communication, Respondent 3, November 9, 2011).

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    Social Media Platform

    For the social media platform portion of the interview, the data was divided into

    three parts: design, maintaining, and measures. In quantitative question five, respondents

    were asked about what measures they use, but those were specific types of measures.

    When asked about measures again during the qualitative questions, respondents were free

    to state other measures used.

    Designing the Platform & Tools.The design for social media involved how a

    municipality developed, created, and implemented their social media platforms and tools.

    A common response observed across all respondents was that each municipality used

    platforms already in place with the exception of Manor, Texas; they had a custom Web

    platform they used. The platforms in place each municipality used were Facebook and

    Twitter.

    Respondent two (Personal Communication, November 4, 2011) stated that the

    design for social media consisted of platforms already in existence. Respondent one from

    Pittsburgh stated that they took the time to figure out how they wanted their Facebook

    page to look (Personal Communication, Respondent 1, August 29, 2011). Respondent

    one also said that determining who managed social media was a part of the design

    process.

    Additionally part of Pittsburghs process for designing social media was to

    involve those responsible for managing social media. While the plan for social media was

    provided, those involved had to get it done. One last item from Pittsburghs interview

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    was the staff and administration went from design to launch of social media in 9 months

    and this included involving key decision makers (Personal Communication, Respondent

    1, August 29, 2011).

    Respondent five for Portland referred back to question two of the qualitative

    questions for how they designed social media. The design of Portlands social media for

    the mayor was covered in their plan. The plan called for the use the two social media

    platforms where the masses already were and those platforms being Facebook and

    Twitter.

    Maintaining the Platform & Tools. Interviewees were asked about the steps or

    things a municipality does to ensure they are continuing to engage their community

    members on a regular basis. Respondent two stated they made sure that social media

    remained active in terms of content and conversation and that the key was to make sure

    that the content was relevant and consistent (Personal Communication, Respondent 2,

    November 4, 2011).

    Respondent five deals directly with the mayor and assists him with maintaining

    social media for top level of administration. To help maintain social media for the mayor,

    respondent five ensures that they and other staff members are supporting the mayor by re-

    tweeting and helping share information through their social networks (Personal

    Communication, Respondent 5, November 18, 2011). The other element respondent five

    focused on was to ensure that when the mayor is attending an event, they know the

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    relevant hash tag for the event, twitter account to post to, and URL to use (Personal

    Communication, Respondent 5, November 18, 2011).

    Respondent one referred to respondent three when answering how social media

    was maintained. Respondent three commented on multiple things for maintaining social

    media. First, communications staff reviewed posts that were sent out from the press

    office for consistency. Second, communications staff reviewed other posts sent from

    other departments for relevancy and consistency. Third, communications staff reviewed

    posts that came from the mayors office staff (Personal Communication, Respondent 3,

    November 9, 2011).

    Respondent four had been given the task of determining the platforms they have

    in place and select the platforms to keep and not keep. Once that has been determined

    respondent four has the additional task of determining how to use them.

    Measuring Effectiveness. A municipalities ability to measure the effectiveness of

    social media helps them to understand how well the content they post works to inform

    and engage the community. Respondent two stated that they measured how effective their

    social media use was by the number of followers on Twitter, number of likes on

    Facebook, the growth rate of those numbers, and the number of participants (Personal

    Communication, Respondent 2, November 4, 2011). Respondent five (Personal

    Communication, November 18, 2011) stated similar measures for the use of social media

    for the mayor. They stated that they looked at how active, lively, and the quality of the

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    conversation was. Respondent five continued with that they looked at the engagement

    returned from the people (Personal Communication, Respondent 5, November 18. 2011).

    When asked about measures, respondent one referred back to their response for

    quantitative question five. In quantitative question five, respondent three stated that their

    main measure was to look at the number of likes on Facebook. They have 7,217 people

    who like them on Facebook and that is 7,217 people that did not have that interface with

    the city before (Personal Communication, Respondent 1, August 29, 2011).

    Respondent three gave two things they looked at to measure social media. The

    first measure used was Facebook insights that measured a variety of engagement

    measures. The other measure they used was word of mouth and what they heard on the

    streets from the community (Personal Communication, Respondent 3, November 9,

    2011). Respondent four has been charged with determining a way their municipality can

    measure the return on investment (ROI) of social media to see its value.

    Overcoming Challenges for Social Media

    Municipalities have had many challenges when it comes to social media that

    range from government policies to staff learning curve. The five respondents from the

    three best practice municipalities provid