A Step-by-Step Guide for Building a Thriving Employee Advocacy Program

A Step-by-Step Guide for Building a Thriving Employee Advocacy Program

Launching an Employee Advocacy Program (EAP) is more than just a strategic marketing initiative; it's about turning your workforce into a powerful collective of brand ambassadors and help them position themselves as thought leaders and visible Subject Matter Experts (SMEs). This journey involves a deep dive into strategic planning, execution finesse, and the art of ongoing improvement.

At the heart of it, an EAP gives your employees a voice, enabling them to share your brand's story on social media and beyond, which not only amplifies your message but also brings a genuine, human touch to your brand. To kick off such a program successfully, it's crucial to grasp the essentials - from understanding the very concept of employee advocacy to mastering the strategies that fuel its effectiveness, all while navigating the ethical considerations that underpin its framework.

This high-level guide is designed to walk you through these vital components, providing you with the insights and tools needed to leverage your team's potential to boost brand visibility, engage audiences more authentically, and drive real business outcomes.

Let's dive into what makes an Employee Advocacy Program work and how you can make the most of it.


The foundation of any successful Employee Advocacy Program lies in its objectives, shaping the direction of your strategy, the content you produce, and the metrics you'll use to measure success.

1. Define Clear Objectives

Purpose

The foundation of any successful Employee Advocacy Program (EAP) lies in its objectives. It's crucial to start by asking, "What do we want to achieve with this program?" Your goals could range from external objectives like boosting brand awareness on social media, driving more sales through word-of-mouth, attracting top talent by showcasing company culture, to internal goals such as enhancing employee engagement and fostering a sense of belonging amongst them. Understanding the primary goal of your EAP is essential because it shapes the direction of your strategy, the content you'll produce, and the metrics you'll use to measure success.

Success Metrics

Once the purpose of your EAP is crystal clear, the next step is to define how you'll measure its success. This is where SMART objectives come into play. SMART stands for Specific, Measurable, Achievable, Relevant, and Time-bound, and applying these criteria to your goals ensures they are clear and reachable within a specified time frame. Here's how to apply SMART objectives to your EAP:

  • Specific: Your objectives should be clear and specific to avoid any confusion about what is expected. For example, "Increase the number of employee posts about our brand on social media by 20% within the next quarter."
  • Measurable: Include precise amounts, dates, and other measures to track your progress. If your goal is to enhance brand awareness, a measurable objective could be "Achieve a 15% increase in social media impressions from employee-shared content within six months."
  • Achievable: Your goals should be realistic and attainable to be successful. This means considering whether the goal really is acceptable to you, and if you have the resources and capabilities to achieve it. For instance, doubling your sales through employee referrals within a month might not be achievable, but a gradual increase over time could be.
  • Relevant: Ensure that your goals matter to your business and align with other objectives. If your company is focusing on growth, an advocacy program aimed at increasing brand visibility and generating leads would be highly relevant.
  • Time-bound: Every goal needs a deadline, so you know when to celebrate success. Setting a timeline also helps to prioritize tasks and keeps the momentum going. For example, "Increase employee engagement on our internal platform by 30% by the end of the year."

By defining clear, SMART objectives for your EAP, you can create a focused, effective program that not only aligns with your company's broader goals but also provides a tangible roadmap for success.


Recognizing that your workforce is diverse with varying levels of interest and expertise in social media is key. By segmenting your employees, you can tailor the program to fit different groups, maximizing its overall impact.

2. Identify and Segment Your Advocates

Employee Segmentation

The effectiveness of your Employee Advocacy Program (EAP) hinges on the participation of employees who are not only enthusiastic about your brand but also adept at communicating this enthusiasm to others. Recognizing that your workforce is diverse, with varying levels of interest and expertise in social media, is key. By segmenting your employees, you can tailor the program to fit different groups, maximizing its overall impact. Consider factors such as departmental roles, online presence, and personal interests in your brand's industry when identifying potential advocates.

Implementation

Start by conducting a survey or holding informal discussions to gauge interest and identify the social media platforms your employees are most active and comfortable with. Some may excel in creating content, while others might be more inclined towards sharing and amplifying messages. Group employees into categories based on their strengths, interests, and level of online engagement. For example, your tech-savvy marketing team might be more inclined towards content creation, while your sales team might excel in sharing success stories and engaging with prospects on LinkedIn.

Voluntary Participation

  • Purpose: Authenticity is the cornerstone of any successful advocacy program. When employees choose to participate out of genuine enthusiasm for the brand, their advocacy is more authentic and engaging to their audience. Forced participation can lead to disingenuous content that may harm your brand's reputation rather than help it. Voluntary participation ensures that the advocacy comes from a place of genuine support, making it more relatable and trustworthy to your audience.
  • Implementation: Create an environment that encourages but does not mandate participation in the advocacy program. Communicate the benefits of participation clearly, such as personal branding opportunities, professional development, and possible rewards or recognition. Highlight success stories within your organization where employee advocacy has led to positive outcomes for both the individuals involved and the company. Offer training and support to make participation as easy and rewarding as possible, thereby encouraging more employees to get involved on their own terms.

3. Develop a Content Strategy

A robust content strategy lies at the heart of a successful Employee Advocacy Program. It not only defines what content will be shared but also ensures that this content resonates with both your employees and your audience, reinforcing your brand's values and goals.

Content Mix

Plan a diverse array of content types—such as corporate news, branded insights or case studies, and promotional videos—that your advocates can share. It's crucial that this content not only resonates with your brand values but also aligns with your overarching advocacy goals. A well-rounded content strategy ensures that your message is not just heard, but also felt and remembered by your audience.

The content mix should cater to diverse interests and platforms, ensuring that there's something for every advocate to share. This includes a variety of formats such as insightful blog posts, engaging social media updates, informative videos, and compelling infographics. The goal is to provide a rich tapestry of content that advocates feel proud to share, which in turn, authentically amplifies your brand's voice.

Each piece of content should align with your brand’s values and the goals of your advocacy program. Whether it's to highlight your brand's industry leadership, showcase your company culture, or promote your products and services, the content must be purposeful and engaging.

Creation and Curation

Strike a careful balance between crafting original content and curating relevant external content. While original content showcases your brand’s unique perspective and offerings, curated content positions your brand as a thought leader by highlighting industry news, insights, and trends. This blend enriches your content ecosystem, providing value to your audience and keeping your advocates engaged.

Content Calendar

A well-organized content calendar is essential for planning and scheduling content sharing. It ensures a consistent and coherent brand presence across all platforms, without overwhelming your advocates or your audience. Regular updates keep your brand top of mind, while a steady flow prevents content fatigue.

Industry News and Insights

It's important to note that a significant portion of your content strategy should focus on industry news and insights. At least two-thirds of your Employee Advocacy Program (EAP) content should be dedicated to this, leaving only a third to a quarter for branded content. This approach not only provides value to your audience but also positions your employees as authorities in their fields of practice, fostering trust and credibility.

Employee Contribution

Some Employee Advocacy Platforms offer features that allow employees to suggest content. This is a valuable tool for enhancing the quality and relevance of your EAP content. By involving your advocates in the content selection process, you tap into their firsthand knowledge of what resonates with your audience, further tailoring your content strategy to meet the needs and interests of your target market. Encouraging employee contribution not only diversifies your content but also boosts engagement and ownership among your advocates, making your EAP more vibrant and effective.


Continuous monitoring, measurement, and optimization ensure that your employee advocacy efforts remain dynamic, effective, and aligned with both your brand’s goals and your advocates' expectations.

4. Provide Training and Resources

Social Media Best Practices

To ensure your Employee Advocacy Program (EAP) thrives, it's critical to equip your advocates with the knowledge they need to represent your brand effectively. This involves organizing training sessions focused on social media best practices, such as understanding different platforms' nuances, engaging responsibly and professionally online, and maintaining a consistent brand voice. Additionally, educating your team on the importance of brand messaging helps ensure that the content shared aligns with your organization's values and goals. This training should be comprehensive, covering everything from the basics of social media interaction to advanced strategies for maximizing engagement and reach.

Tools and Platforms

An essential aspect of empowering your advocates is providing them with the right tools and platforms for content sharing and performance tracking. This includes introducing them to any specialized software or applications designed to facilitate employee advocacy. These tools often offer features like content scheduling, performance analytics, and easy sharing options, making it simpler for your advocates to participate actively in the program. Moreover, familiarizing your team with these platforms ensures they can effectively measure their impact and see the direct results of their advocacy efforts.

Training sessions should not only highlight how to use these tools but also explain their significance in the broader context of the EAP. By understanding the functionality and benefits of these platforms, employees can more easily integrate advocacy activities into their daily routines, enhancing the program's overall effectiveness and sustainability.

By investing in comprehensive training and providing access to the necessary resources, you create a foundation for a successful Employee Advocacy Program. This not only boosts your brand's visibility and engagement but also fosters a culture of empowerment and inclusivity within your organization, as employees feel supported and valued in their roles as brand ambassadors.


Investing in best-of-breed employee advocacy platforms like Haiilo Share, DSMN8, and Hootsuite Amplify can streamline the process of content sharing, enhance the measurement of your program's impact, and ultimately scale your advocacy efforts more effectively.

5. Leverage Technology for Enhanced EA

The right technology can turn a good Employee Advocacy Program (EAP) into a great one. By tapping into the power of specialized advocacy platforms and analytics tools, you can streamline the process of content sharing, enhance the measurement of your program's impact, and ultimately, scale your advocacy efforts more effectively.

Advocacy Platforms: The Backbone of Your EAP

Investing in best-of-breed employee advocacy platforms is a game-changer. Tools like Haiilo Share, DSMN8, and Hootsuite Amplify stand out for their ability to simplify content distribution, making it effortless for your employees to find and share relevant content. These platforms offer a centralized hub where employees can access pre-approved posts, articles, and media, ensuring consistency in messaging and branding across the board.

But it's not just about making sharing easier; these platforms also provide valuable features for program management. Administrators can curate content, schedule posts, and even gamify the experience to encourage participation.

Analytics Tools: Measuring Success and Impact

The second pillar of leveraging technology in your EAP revolves around analytics. Understanding how shared content performs is crucial for evaluating the success of your advocacy efforts. Analytics tools embedded within advocacy platforms or standalone solutions enable you to track key metrics such as engagement, reach, and conversion. This data provides insights into how employee-shared content influences your business goals, from boosting brand awareness to driving sales.

Beyond just numbers, analytics can help identify your most active and influential advocates, allowing you to recognize their contributions and refine your strategy based on what's working best. This feedback loop is essential for continuous improvement, enabling you to tailor content, adjust campaigns, and recognize trends that can inform future advocacy efforts.

By combining the strengths of advocacy platforms with the insights provided by analytics tools, you can create a robust, data-driven EAP. This approach not only streamlines the administrative aspects of running your program but also enhances the experience for your advocates and maximizes the impact of their efforts. Whether you're just starting out or looking to scale an existing program, leveraging the right technology will set you on the path to success, turning your employees into powerful brand ambassadors who are equipped, engaged, and motivated to share.

6. Monitor, Measure, and Optimize: A Cycle of Success for Employee Advocacy

The work to put in place an Employee Advocacy Program (EAP) doesn't end with the launch. Its true potential unfolds through continuous monitoring, measurement, and optimization. This ongoing process ensures that your program not only meets its initial objectives but also evolves to capture new opportunities and address challenges as they arise. Here’s how you can make this cycle a core part of your EAP strategy:

Performance Metrics: The Compass for Your EAP

To steer your program in the right direction, it's crucial to keep a close eye on key performance indicators (KPIs) that align with your objectives. These metrics serve as a compass, guiding your efforts towards achieving tangible results. Key metrics to monitor include:

  • Engagement Rates: Track how often the content is liked, shared, commented on, and discussed. High engagement rates often indicate content resonates well with their audience.
  • Reach: Measure the spread of your content across platforms. This helps you understand how far your message is traveling and the size of the audience you're impacting.
  • Leads Generated: For programs aimed at boosting sales or recruitment, tracking the number of leads generated from shared content is essential.
  • Sales Influenced: Evaluate how employee advocacy contributes to the bottom line by monitoring sales that can be directly attributed to advocacy efforts.

Tools integrated within advocacy platforms, like the analytics features from the above mention vendors, can automate much of this tracking, providing real-time insights into how your program is performing.

Continuous Improvement: The Engine of Growth

Armed with data, the next step is to refine and optimize your strategy. This isn't a one-off task but a continuous cycle of improvement that involves:

  • Analyzing Data Insights: Dive deep into the analytics to understand what types of content perform best, which platforms yield the highest engagement, and who your top-performing advocates are. This data can uncover trends and patterns that inform your strategy moving forward.
  • Gathering Advocate Feedback: Your employees are on the front lines of your advocacy program. Regularly solicit their input to learn what challenges they face, what tools they find useful, or what content they feel most confident sharing. This feedback is invaluable for making your program more user-friendly and effective.
  • Refining Content and Strategy: Use the insights gathered from data and feedback to tweak your content strategy (both for your EAP as well as your Employer Branding initiatives), focusing more on what works best. This might mean adjusting the mix of original versus curated content, exploring new content formats, or targeting different social platforms.
  • Adjusting Incentive Programs: Motivation plays a key role in the success of your EAP. Based on performance metrics and advocate feedback, consider revising your incentive programs to better motivate and reward your brand ambassadors. Rewarding quality content and posts that perform well, rather than the quantities of posts some of your more active ambassadors might lean to.

Optimizing your EAP is an ongoing process that demands attention and flexibility. By committing to this cycle of monitoring, measuring, and improving, you ensure that your employee advocacy efforts remain dynamic, effective, and aligned with both your brand’s goals and your advocates' expectations. This not only maximizes the impact of your program but also fosters a culture of continuous engagement and improvement, setting the stage for long-term success in your advocacy efforts.

7. Cultivate a Supportive Culture: The Bedrock of Successful Employee Advocacy

A thriving Employee Advocacy Program (EAP) is deeply rooted in a supportive and engaging corporate culture. This environment not only nurtures the program's growth but also ensures its sustainability over time. Here's how to cultivate such a culture:

Management Buy-in: The Keystone of Advocacy Support

The journey of fostering a supportive culture for your EAP begins with securing buy-in from senior management. Their endorsement is crucial for a multitude of reasons:

  • Championing the Program: Senior management can champion the advocacy program internally, lending it credibility and visibility. When management actively support and even participate in the program, it sends a powerful message throughout the organization about the program's value and legitimacy. The more champions can back you EAP, the more solid the foundation on which its build will be. Don't put all your eggs in the hands of a single champion.
  • Resource Allocation: With management on board, securing the necessary resources - be it budget, tools, teammates, or time for training—becomes much more straightforward. Their backing ensures the program has everything it needs to succeed.
  • Cultural Influence: Management sets the tone for organizational culture. Their genuine enthusiasm for employee advocacy can inspire a company-wide shift towards more open, collaborative, and social media-savvy ways of working.

Community Building: The Heart of Your Advocacy Effort

A strong sense of community among your employee advocates transforms individual efforts into a collective force. Here’s how to foster this sense of belonging:

  • Collaboration Platforms: Utilize internal social networks (intranet) or collaboration platforms to create a space where advocates can share successes, offer tips, and support each other’s efforts. This not only enhances the sense of community but also encourages knowledge sharing and collaboration.
  • Recognition and Rewards: Publicly recognizing the contributions of your advocates, whether through a company-wide newsletter, formal awards, shout-outs in company meetings, or features in internal communications, reinforces their value to the organization and motivates others.
  • Shared Experiences: Organize regular meet-ups, virtual hangouts, or Q&A sessions with senior management to discuss the program’s progress and gather input. These gatherings can also serve as valuable feedback sessions and brainstorming opportunities for new content or strategies.

Cultivating a culture that supports and values employee advocacy is an ongoing process that requires consistent effort and commitment. By securing management buy-in and fostering a strong community among advocates, you lay the foundation for a program that not only achieves its goals but also contributes to a more engaged, motivated, and connected workforce.

This supportive culture is what ultimately propels your EAP forward, turning it into a key component of your organization’s success.

8. Evaluate and Scale: Guiding Your Employee Advocacy Program to New Heights

The evolution of an Employee Advocacy Program (EAP) from a fledgling initiative to a full-scale operation is a journey (I know, I've used that word a lot) marked by continuous evaluation and strategic scaling. This approach not only ensures the program's alignment with your organizational goals but also its adaptability and growth over time. Here’s how to effectively evaluate and scale your EAP:

Starting with a Pilot Program: The Launchpad for Success

Embarking on your advocacy journey with a pilot program offers a controlled environment to test the waters, allowing you to:

  • Refine Strategies: A pilot program provides the perfect opportunity to experiment with different types of content, advocacy activities, and communication channels, helping you identify what resonates most with your employees and audience.
  • Gather Insights: Collect valuable data and feedback from a smaller, manageable group of advocates. This feedback is crucial for making informed adjustments to your program before rolling it out on a larger scale.
  • Demonstrate Value: Use the successes and lessons learned from the pilot to build a compelling case for the EAP, showcasing its potential impact to secure further buy-in from stakeholders across the organization.

Planning for Scalability: Preparing for Growth

As your program begins to show results and gain momentum, preparing for its expansion becomes essential. Scalability involves several key considerations:

  • Expanding the Advocate Pool: Gradually increase the number of participating employees, ensuring that you continue to provide adequate support, training, and resources to each new advocate. Consider targeting different departments or geographies to broaden the program’s reach.
  • Diversifying Content and Activities: As your program grows, so should the variety of content and advocacy activities. This can include incorporating new content formats, exploring additional social platforms, and introducing more advanced advocacy tasks tailored to the interests and strengths of your expanding advocate base.
  • Technology and Infrastructure: Evaluate and upgrade, if necessary, the technological tools and platforms supporting your EAP to handle the increased volume of content and participants. This might involve investing in more sophisticated advocacy platforms or analytics tools to streamline program management and measurement.
  • Continuous Training and Support: With program growth, maintaining a focus on ongoing education and support for your advocates is critical. This includes refreshing training materials, offering advanced workshops for seasoned advocates, and ensuring new participants are brought up to speed.

Evaluating and scaling your Employee Advocacy Program is a dynamic process that requires attention to detail, a willingness to adapt, and a vision for the future. By starting with a pilot program and laying the groundwork for scalability, you set the stage for an EAP that not only meets your current needs but is also poised for future growth. This strategic approach ensures that your program remains a vibrant and valuable asset to your organization, driving engagement, reach, and ultimately, business success.


Continuous monitoring, measurement, and optimization ensure that your employee advocacy efforts remain dynamic, effective, and aligned with both your brand’s goals and your advocates' expectations.

Wrapping up, it's clear that diving into the world of employee advocacy is like unlocking a treasure trove of opportunities. But navigating this treasure map takes more than just enthusiasm - it requires a thoughtful, strategic approach. From understanding the essence of employee advocacy to meticulously planning and executing a program that resonates with your team and audience alike, each step is crucial. The real magic of an Employee Advocacy Program, though, doesn't come from the tools or technologies you choose; it's sparked by the genuine engagement and passion of your employees, your most valuable brand champions.

As you set sail on this exciting journey, embracing continuous learning and staying agile will be your compass. The digital landscape is always changing, and keeping up with the latest trends, tools, and tactics is key to ensuring your advocacy efforts are not just heard, but felt.

Creating an open, communicative culture that values feedback will not only amplify your advocacy efforts but also contribute to a vibrant, engaged workplace atmosphere.


Here to guide you

If you ever find yourself pondering over your next move, looking for some guidance, or just needing a friendly chat about your ideas, I'm all ears. Whether you're fine-tuning your strategy, curious about the latest in tech, or aiming to boost team engagement, I'm here to lend a hand.

Together, we can unlock the full potential of your Employee Advocacy Program, transforming your employees into a dynamic force of brand support that delivers tangible results.

Let's not just make your brand visible; let's make it resonate with every share, post, and tweet.

Feel free to reach out - let's craft something extraordinary together.


The emphasis on Voluntary Participation is so important. The best advocates are people who share because they want to (because they understand what's in it for them!) Authentic advocacy = better advocacy. If you're having to force or mandate it, then it's probably a culture issue, and this needs to be addressed first. Amazing guide, David, and thank you for the shout-out! ??

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