Charting A Firm's Social Media & Communications Policy

Rare is the firm that hasn't yet addressed controlling Internet usage, text messaging, instant messaging (IMing), and other forms of communication. This topic can quickly become heated, with some partners feeling very strongly that most, if not all, Internet activities are unproductive. A couple of comments like "Chris is checking Hotmail" and "Pat is on Facebook," and it isn't long before a policy is issued:

Access banned to third-party e-mail Web sites, instant messaging, blogs, and all social media sites. The Internet is to be used for research only!

What's Behind the Policies?

This article is inspired by a session of 40 managing partners that I led. In small group discussions, each table of managing partners separately explored two questions: one intended to provoke discussion about the depth of management's knowledge, and the second to explore why many are so uncomfortable with the practices.

The first question was, "Do you and others who manage your firm have a strong understanding of these technologies (IMing, texting, LinkedIn, etc.) and their application to the way you do business?" Exploring the first question brought to light the realization that these partners and the partners back in their offices didn't, in fact, know much about the potential business uses of these communication tools. They had questions of their own: What are they? Why should we care?

The second question was: "What factors do you think contribute to a lack of comfort in firms with these forms of communication?" It's fair to say people don't agree as to the effectiveness of various forms of electronic communications. Much of this difference can be attributed to lack of experience with the tools. The group was hungry to know how these tools could help their firm. More importantly, they realized the error in creating policies before fully understanding the answers to this question.

Contributing to Discomfort

The group identified several factors contributing to the lack of comfort:

  1. Fear of the unknown: lack of knowledge and understanding.
  2. Professionalism: Is it unprofessional? What image does it send?
  3. Perceptions of waste: "unproductive" time; business vs. personal.
  4. People skills: Are people skills underdeveloped when they communicate this way?
  5. Legal concerns: liabilities and risk mitigation.

The first three, it was determined, could be solved through education. For this I strongly recommend engaging your team members to do the teaching. The fourth item might require some awareness training and preventative strategies. More interestingly, this is already considered an issue with e-mail in daily business use. Our collective experiences with the diminishing communications skills observed since e-mail's introduction is probably a big part of this concern.

Legalities will always be an issue. Audit trail, risk mitigation, and processes to ensure quality control are realities the profession must address. Our advice is not to consult lawyers who are timid about social media, but utilize lawyers knowledgeable and not fearful of emerging technologies.

Personal Comfort Level

Two facts became evident in this group. First is that communication-style preferences were as disparate among each small table at this session as would be found among entire organizations crossing four or more generations. Second is that concerns were highest in regard to appropriateness in the use of these technologies with clients. These are related and both tie to what we, as individuals, believe and prefer in our own communications: all of this is experience-based. An ah-ha moment was when the group recognized that it isn't such a "generational" issue after all, but simply a matter of personal comfort, or lack thereof, with each technology discussed.

From our experiences with e-communications we've embraced, we witness the all-consuming nature of e-mail and the disconcerting sense of urgency that comes with it. As we've gone from wired to wireless, our new-found ability to work anytime/anywhere enables most of us work odd hours whether we like it or not. With this flexibility and heightened level of access, we can suffer the stress imposed by a constant sense of urgency. We often forget selectivity is at our discretion. This urgency is self-imposed; it isn't universal. Some people, particularly younger people who have always had e-mail, don't seem as enslaved to it as the rest of us.

That we perceive urgency differently is a fact we need to contend with when discussing policies. Don't assume everyone agrees that an e-mail means urgent and a telephone call does not. Discuss "urgency" in your firm and talk about it with each of your clients. How will you know when something is urgent? Urgent shouldn't be the default.

We should individually convey to one another the way we best like to be reached. Some of the managing partners were quite concerned that their team members sometimes text-message clients. I have a couple of clients I was surprised to learn actually prefer to be reached this way. There is only one person who should dictate how you reach a client. The client! Do you ask each client, indeed each individual you talk to within a client's organization, how they prefer to be reached? Mobile? Home? E-mail? Text? Should this not be a matter of course with every new client? The individual's answer is the correct way. No policy can or should override that.

Focus on Judgment

When addressing texting and instant messaging, think about a 25-year old. He or she was a first grader in 1990, and they got through high school and college texting/IMing friends for homework help and reaching people, or being reached, anytime, anywhere. They've always been extremely connected, even silently, to a vast network of people. This is the power of social media.

To the under-30 crowd, texting and IMing are valid and useful tools, not simply entertainment. To restrict the use of these productivity tools is absurd in their eyes, just as restricting our generation's telephone or car would be in our eyes.

Remembering that a key cause of the discomfort with something new is fear of the unknown, the answer is found in education. The best source of education may be right under your noses. Instead of banning the unknown, ask for insight from the experts. Engage your team members in the following ways:

  1. Invite them to educate the rest of the firm: "Teach us about these technologies, and give us specific ideas about their business applications."
  2. Ask them to anticipate concerns those less-familiar will have, and to address them with good evidence or policy recommendations.
  3. Let them create "best practices" and create a subgroup to stay on top of emerging technologies.

No one likes to be told what to do, especially people who generally demonstrate good judgment. Laying down blanket policies tends to offend your best people more than it controls the folks with poorer judgment.

When it comes to policy, if someone repeatedly exercises poor judgment, you've made a hiring mistake. No policy on telephones, Internet, or even dress code is going to fix that. Open conversations and ultimate dismissal may be the only real solution for the small percent of the population in whom judgment is lacking. The rest of your team deserves better.

Establishing Your Policy

Your intentions behind your policies are most likely very honorable: the work gets done, clients are happy, the firm stays reputable. There may be others. List them out. These will be your firm's priorities that should be pretty universal no matter what issues your firm is facing. If you have articulated firm values or worked through the mission/vision process, these documents may also be excellent starting points for assuring that your intentions behind your final policies are aligned with the firm's overall objectives, and stay that way as you and the business world evolve.

Next, undertake a process like our session and invite people at various levels within the firm. Engaging people across the board when establishing policies is the very best thing you can do to create a strong, non-dictatorial culture.

It also saves the firm tremendous energy to set broader policies than narrower ones. For instance, try to create an overall communications policy that encompasses letters, memos, e-mails, speeches, articles, blogs, text messages, and forms of communication that haven't yet emerged.

This blog

by Michelle Golden - Michelle is a change-agent in the accounting profession. She helps firms address the stuff that holds them back from progress in business development and operational improvements. She’s also on the forefront of social media marketing. 

More from this blog

Bloggers crew

Steve Knowles has spent 25 years in business and practice in the UK, but he also worked in the states and the years haven't dulled his way of seeing an alternative view to everyone else, and every day is a new adventure.

42457

Joel M. Ungar, CPA is a lifelong resident of the Detroit area and a graduate of The University of Michigan. He is a principal with Silberstein Ungar, PLLC, a Top 15 auditor of SEC public reporting companies.

74668

Allan Boress, CPA, with over 25 years as a practitioner and consultant to the accounting profession. Mr. Boress is the author of 12 published books in 6 different languages, including a best-seller, The "I-Hate-Selling" Book.

47437

Larry Perry, CPA, CPA Firm Support Services, LLC, is the author of accounting and auditing manuals, author and presenter of live staff training seminars, and author of webcast and self-study CPE programs. He blogs about small audits, reviews, and compilations.

87096
Sandra Wiley, COO and Shareholder, is ranked by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. She is also a founding member of The CPA Consultant's Alliance. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.
19942

Maria Calabrese, CIR, Human Resources manager for Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC in Cranford, New Jersey, Maria's topics revolve around the world of: Mentoring, Performance management, and The "Y Generation," a.k.a. "The whY generation".

54550

William Brighenti is a CPA, Certified QuickBooks ProAdvisor, and Certified [Business] Valuation Analyst, operating an accounting, tax, and QuickBooks consulting firm in Hartford, Connecticut, Accountants CPA Hartford.

79210

Ken Garen, CPA, is the co-founder and President of Universal Business Computing Company (www.ubcc.com), a software development firm of high-volume, high-productivity accounting and payroll technology.

24532

Eva Rosenberg, MBA, EA, is the publisher of TaxMama.com, and author of the weekly syndicated Ask TaxMama column. She provides answers to tax questions from taxpayers and tax professionals worldwide.

62948

Amy Vetter, CPA, CITP is the CPA Programs Leader for Intacct Corporation responsible for leading the CPA/BPO Partners nationally.

33914
Brian Strahle is the owner of LEVERAGE SALT, LLC where he provides state and local tax technical services to accounting firms, law firms and tax research organizations across the United States. He also writes a weekly column in Tax Analysts State tax Notes entitled, "The SALT Effect." For more info, visit his website: www.leveragestateandlocaltax.com
100960
Scott H. Cytron, ABC, is president of Cytron and Company, known for helping companies and organizations improve their bottom line through a hybrid of strategic public relations, communications, marketing programs and top-notch client service. An accredited consultant, Scott works with companies, organizations and individuals in professional services (accounting, finance, medical, legal, engineering), high-tech and B2B/B2C product/service sales.
25196

Rita Keller is a nationally known CPA firm management consultant, speaker, author, mentor and blogger. She has over 30 years hands-on experience in CPA firm management, marketing, technology and administrative operations.

51411
Stacy Kildal is the mom of two fantastic kids, an Advanced Certified QuickBooks ProAdvisor, Certified Enterprise Solutions ProAdvisor, Sleeter Group Certified Consultant, a nationally recognized member of the Intuit Trainer and Writer Network, and co-host of RadioFree QuickBooks.
27021
Michael Alter's blog specializes in providing practical advice to those who seek greater profitability and practice management tactics that enhance deeper client relationships.
31336

Sally Glick, CMO, Principal, Marketer of the Year in 2003 and AAM Hall of Famer in 2007, leads a lively discussion of the constantly expanding roles of marketing and the professional marketers that drive this initiative in accounting firms of all sizes.

98350

The IMA Young Professionals Blog features the insights of IMA’s Young Professionals Committee. Committee members share advice and experiences on careers, continuing education, work/life balance, and other issues affecting young accounting and finance professionals.

32519

FEI Financial Reporting Blog provides highlights from SEC, PCAOB, FASB, IASB, and other regulatory news, including reporting under Sarbanes-Oxley Sect 404. It is written by Edith Orenstein, Director of Technical Policy Analysis at FEI.

109233

Sue Anderson has 30 years of experience in continuing education for accountants. Currently she is the program director for online CPE provider CPE Link.

59652

Jim Fahey is COO of Apple Growth Partners, a regional CPA firm in Ohio. His focus is on the effective and efficient use of technology within the firm by all team members.

38564
Caleb Newquist is the Editor-in-Chief of Sift Media US, overseeing content for both AccountingWEB and Going Concern.
65501

Leita Hart-Fanta, CPA, CGFM, and CGAP is the author of "The Yellow Book Interpreted" and owner of Yellowbook-CPE.com a website devoted to training for governmental auditors.

91336

AccountingWEB is more than just a U.S. team of journalists and financial and technology experts - we have an international side, too! Members of our British team who publish AccountingWEB.co.uk share their ideas, insights, and perspectives from across the pond.

52415