Disaster Planning for Editors Part II

In last month’s post, I reviewed some of the ways editors can prepare for natural (or national) disasters. This month, let’s take a look at disasters of a very different kind.

Public relations disasters
Public relations disasters are, of course, on a far smaller scale than acts of war or mother nature. PR disasters don’t cause loss of life, but they do cause loss of business, reputation, and possibly revenue. A PR disaster might be a precipitous drop in your company’s stock price, the resignation of a CEO, or a scathing customer review that goes viral. Here are some ways you can prepare ahead of time so when disaster strikes, you’ll be able to react quickly:

  • Think through scenarios. List some scenarios that are likely to happen to your company. Some examples might be: Your company stock sinks; your CEO, owner, or president resigns; stockholders complain about a company policy; a customer’s complaint goes viral on social media; one of your products is recalled; trolls hijack one of your social media campaigns and bombard the Internet with negative messages about you, etc. There will likely be some scenarios that are very specific to your company’s line of work that you will want to consider as well. What would you need to know in each scenario? How would you want or need to change your communication processes?
  • Identify legal and compliance approvers. Communications in response to PR disasters usually require additional approvals beyond that of your regular communications. Who needs to approve stock- or executive team-related special messages, for example? You might need special compliance approval for any stock-related statements, or you might need sign-off from members of your company’s board of directors if you are dealing with a CEO resignation or other high-profile change in management.  Know who the approvers are before you need them to approve anything.
  • Meet with your PR and legal colleagues now. Talk about the approaches to communication they would take in situations such as a steep drop in your stock price or an irate customer whose complaints have been picked up by the media. Ask them what you cannot say in these situations and what types of language you must avoid. Ask them what you can do (if anything) to try to help assuage the situation.
  • Determine the lines of communication. If a negative review comes through your social media accounts, who is responsible for sounding the alarm, and who needs to be informed?  If the board is about to fire the president or hire a new one, who will give your team a heads up so you can update communications as necessary? Make sure you have established relationships with the people who need to keep you informed and vice versa.
  • Start drafting communications in advance. If you take the initiative to draft some templated language now, you’ll have more luck influencing the messaging than you would during a crisis when everyone goes into paranoid mode. Offer to create drafts that could be tweaked to accommodate different events or situations. The drafts should have some of the basic elements you recommend, such as brevity, calls to action, links to more information, and limited legalese.
  • Keep an up-to-date content audit file. Every web team should perform a content audit on a regular basis. This audit should result in the creation of a master file that lists all of your content (websites, social media profiles, etc.). The file should include page URLs, titles, keywords, publication dates and author names, and any other data your team needs. If your content audit file is current, you can quickly figure out what needs to be updated following an emergency. For example, if your CEO resigns, you should be able to open your audit document and search on keywords like CEO. You will quickly see pages and sites (executive team bios, quarterly messages, CEO social media accounts, etc.) that mention your CEO’s name so you’ll immediately know how much content needs to be updated.
  • Figure out how you will leverage social media. If your company is on social media, how will you address a customer complaint or negative company publicity? Sometimes taking too long to respond to a situation via social media can make things worse for your company, so make sure your social media team has clear guidelines on when to engage or not engage with an angry customer or customer reactions to negative company news.
  • Document the plan and train your team. Once you have put together some basic guidelines with your legal and PR colleagues, include this information in your new hire training, content manuals, style guides, etc. — wherever you have documented processes for your communications.

Go through your PR disaster plan a couple of times a year with your team so everyone will have a refresher and know what their responsibilities are if something happens. Hopefully you’ll never need to implement your plan, but you’ll be glad to have it ready if disaster strikes.

Disaster Planning for Editors, Part I

When you think about disasters, you probably think of hurricanes, earthquakes, or acts of terrorism. You probably don’t think of editing! But those of us who edit websites, applications, and social media should have a strategy for when disaster strikes.

If you live in an area that’s prone to weather events or earthquakes, you probably already know what you’re supposed to do to protect yourself. You should have a first aid kit and potable water, food for your family and pets, etc. If disaster hits when you’re at work, you likely know where you are supposed to go if your building is evacuated. But what if the disaster takes down your servers or makes your website incredibly slow? Your IT department probably has a plan for data recovery and server backup, but do you have a plan for communicating with your customers?

Here are some ways you can help your team prepare for a disaster well before anything happens.

  • Know what your most business-critical channels are. Which website or application needs to be restored first? What social media channel has the most followers/fans so you can prioritize your messaging?
  • Make sure everyone has a backup, including you. If an unforeseen event impacts your team’s availability, you should have a designated team ready and waiting to step in.
  • Distribute an emergency contact list. Each staff member should have an emergency contact list (include cell or home phone numbers and home email addresses).
  • Secure remote access for critical team members. Make sure your fellow web editors, content managers, and developers have remote access to your content management system so they can update the website from home (or a designated work space, if your company has a back-up work location) if needed. Have your team test out their remote access to make sure it works, especially if they are using home computers.
  • Build helpful error pages. This is good usability practice, but it becomes critical when your website is inaccessible. Don’t use the dreaded  “404” error page. Work with your developers to find out what the experience will look like from a user perspective when all your servers go down. Is there a way they can ensure your audience sees a custom message from your company? Create an error page that includes helpful links to other applications that might still be accessible and phone numbers for customer service. Include links to your social media sites as well, because if the disaster has only affected certain areas and is not widespread, you will likely still have access to your social media accounts and can update your customers through those channels.
  • Determine who will need to approve emergency messaging. When something unforeseen happens, your company will likely want or need to issue a statement. This could mean that people who don’t normally approve your content will now be approvers. Make sure you know who needs to sign off on any emergency statements instead of trying to figure it out in the midst of chaos. (Find out who the back-up approvers are as well, in case the designated approvers are not available.)
  • Be supportive and helpful. If there is a national disaster that does not impact you directly but your company wants to comment on it, make sure your messaging is nothing but helpful and empathetic. Some companies have made the mistake of using a tragic event to promote their product (for example, American Apparel encouraged customers “stuck inside” during Hurricane Sandy to use the time to shop their website; Epicurious suggested that customers try their cranberry scone recipe in response to the Boston Marathon bombing). It’s far better to say nothing than to offend people or take advantage of a tragic situation.
  • Know which reputable charities your company supports. If customers might look to you for suggestions on what they can do to help, make sure you give them accurate information. Know your company’s stance on charities before a tragedy happens and do your research so you don’t direct your customers to an organization you don’t know anything about.
  • Put yourself in your customers’ shoes. What questions would your customer have for your company in the event of a disaster? If your company provides an essential product or service, what expectations might customers have about your availability during or immediately after a disaster? Any messaging you craft should address these expectations.
  • Review your content with the disaster in mind. Rethink your existing and planned content in light of the event that has occurred. Is there anything on your website now that you should remove or edit to reflect what has happened (either from a factual or empathetic standpoint)? Or is there content you have scheduled that you need to postpone or scrap altogether?  For example, say you were planning a series of travel articles about the Gulf Coast, but the Gulf was just struck by a deadly hurricane. You will likely want to postpone that series until the coast has recovered from the damage. (Don’t forget pre-scheduled email newsletters, partner content that you might not directly control, and quarterly or monthly communications will need to be reviewed too.)

In my August post, I’ll review how editors can help plan for a very different kind of event: the public relations disaster.