Employee Advocacy Summit: Performance and Risk Management Through Training

Liz Bullock from SASI gives a step-by-step overview of how to launch an employee advocacy program.  Liz gives practical advice for getting an EA program off the ground and how to make it a success.

Notes from the Performance and Risk Management Through Training session at the Employee Advocacy Summit in Atlanta, GA on September 15, 2014.  This is one of a series of posts recapping the day and key comments from speakers and guests.


avatar for Liz Bullock
Liz Bullock
CEO and Co-Founder, Social Arts & Science Institute (SASI)


  • Training needs to balance both risk and mitigation and scaling engagement.  There are so many opportunities it really is a balancing act.
  • Is your organization ready?
    • Policies & Governance
    • Training
    • Metrics & Measurement
    • Tools & Tech
    • Leadership
      • Absolutely critical.
  • ID Business Objectives
    • Sales/Lead Gen
    • Thought Leadership
    • Etc…
  • “Get Your Employees to Understand a 2 page Legal Document”
    • An easy to understand social policy is at the foundation of it all and incredibly important.  Needs to be simple and consumable at scale.
  • Define and Prioritize Target Audience for Advocacy Training
    • Segment by employee type
      • All employees
      • Advocates
      • Legal
      • Execs
    • “You can’t train everyone all at once in the same way.”
  • Identify What You Want Your Employees to:
    • Think
    • Feel
    • Do
  • Training Content Should Ladder from Risk to Specific Activation
    • Policy
    • Understand business impact
    • Effectively manage social teams
    • Personal brand
  • Resource Planning
    • Understanding internal and external resources needed to get started
  • Integrate into current processes
    • Employee advocacy should not live in a silo.
    • Needs to become a part of existing corporate training, comms, performance planning and reviews.
  • Determine KPIs
    • Awareness
      • Participation
    • Adoption
    • Results
      • Tangible business outcome
  • Pilot!
    • Start with a mix of different types of employees, not just the ones who are very socially active.
    • Need to fine tune training program for those at all skill levels.
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