Gartner Public Web Participation Guidelines
The Web provides an opportunity for Gartner to expand and deepen our interactions with clients, prospects, technology providers, business leaders and the media. These guidelines for Web Participation build upon longstanding policies regarding associates’ personal conduct and upon the sound judgment that we expect our associates to use in their professional interactions.
“Web Participation” is currently defined as all forms of public Web-based communication and expression, such as blogs, microblogs, social network sites (e.g., LinkedIn, Facebook, Twitter, Instagram, Snapchat), wikis, content sharing sites (e.g., photo, video, image or document), forums, mailing lists, discussion groups and chat rooms.
SCOPE AND APPLICABILITY OF THESE GUIDELINES
These Guidelines apply to all Gartner associates, wherever located, including analysts who participate in the Gartner Blogger Network. These Guidelines are expected to guide your behavior in all forms of Web Participation, with the exception of official corporate communications, content published through standard research processes for clients, and internal interactions.
When applying these Guidelines to your Web Participation, you should be conscious of the “persona” in which you are speaking, especially when commenting on topics related to the industries we cover: are you in the “professional persona” of a Gartner associate, or the “personal persona” of any member of the public who uses relevant products and services?
You are acting in your professional persona as a Gartner associate when:
- You identify yourself in any social environment as a Gartner associate, regardless of your role at Gartner; or
- You occupy a role at Gartner responsible for creating our intellectual capital, such as an analyst, consultant, executive
partner or leadership partner, and are commenting on a topic related to your coverage area; or
- You are an associate participating in any Gartner-sponsored web property, including our Blog Network.
These Guidelines apply to you in either “persona;” however, when you adopt your “professional persona” on the web, you have a responsibility to approach subjects in a thoughtful and professional manner, as a representative of Gartner. Associates who create our intellectual capital, including analysts, consultants, executive partners and leadership partners, have a heightened responsibility to represent the Company’s approved research positions.
RESPONSIBILITY FOR IMPLEMENTING THE POLICY
All Gartner associates should know, understand and follow the Web Participation Guidelines at all times. In specific instances of sharing Gartner content associates should contact the Director of Social Media or their HR partner if they have questions before posting content on social media platforms. Content to be reviewed should relate to the company or the business.
You should report any misuse of social media, or any questions regarding the content or application of this policy, to the Director of Social Media. Managers are responsible for being stewards of this policy and ensuring that all associates who report to them understand and comply with the policy.
- You may not initiate or maintain a personal blog, social network discussion group, or other internet site that discusses or relates to Gartner, our business, or to the industries we cover.
- All Gartner policies apply, and should be followed, in your conduct and activities on the Web.
- Think before you post; use sound judgment and think about reactions to your post before you post it.
- Respect your audience; avoid negative personal comments and show caution and prudence around sensitive subject matters.
- Have productive conversations; if you are an analyst posting on the Company Blog Network, or simply participating in another forum; remember that the primary benefit of Web Participation is for others to learn about Gartner and for Gartner to learn from others.
- Don’t “give away the farm”; don’t post the kind of information and advice for which clients pay Gartner.
- Protect and enhance the value of the Gartner brand: Present Gartner in a positive light and avoid making derogatory comments about our products, services, or systems. Do not create a Gartner-branded social media profile in the public domain without approval from Corporate Marketing.
- Respect confidentiality: Protect Gartner’s and our clients’ confidential information.
- Be personable and have fun: Web participation is about enjoying personal interactions, not delivering corporate communications.
- Be conscious of persona: Know that when you are representing Gartner or may be perceived as such, you are expected to post as a professional, in compliance with these Guidelines.
- Don’t engage in debates defending published Gartner research; Analysts may clarify research positions but should not engage in public debates defending published Gartner research.
- Comply with all Applicable Laws: When engaging in Web Participation, you are expected to respect and adhere to all applicable laws and regulations.
- Publicity: Refer all requests for interviews or comments from the media to the Public Relations team.
1. Personal Blogs
While Gartner-sponsored Web properties, such as the Gartner Blogger Network, are the officially sanctioned means by which eligible associates may initiate or maintain a Web presence on subjects they cover, the Company recognizes that a personal Web presence (such as a personal blog, Facebook page, or Facebook group discussion board) may also be appropriate and beneficial.
Regardless of your role at Gartner, you may not initiate or maintain a personal blog, social network discussion group, or other internet site that discusses or relates to Gartner, our business, or to the industries Gartner covers. You are free, however, to publish your own blogs on topics of personal interest to you that do not concern Gartner or the industries we cover.
2. All Gartner policies apply.
Social media should never be used in a way that breaches any existing Gartner policies. For example, associates are prohibited from using social media to:
- Debate Gartner strategy in the public domain
- Engage in conduct that violates Gartner’s Global Code of Conduct Policy;
- Disclose confidential information of Gartner, our associates, or our clients;
- Breach these public Web Participation Guidelines;
3. Think before you post.
Use sound judgment and think about reactions to your post before you post it. Remember that whatever you post may live for many years on the Web, even if you delete your copy of it. Avoid posting in the heat of the moment, especially in a discussion that is escalating into a flame war. Ask yourself, “Is this issue better handled by another part of Gartner, such as Research management, the Ombudsman or PR?”
4. Respect your audience.
Avoid slurs, personal attacks or insults, obscenity, etc., and exercise caution around topics that may be considered objectionable or inflammatory – such as politics and religion.
Be the first to correct your own mistakes, and be constructive and respectful if correcting others. If you get into a situation where you are unsure of what to do, reach out to the Director if Social Media for guidance.
5. Have productive conversations.
When acting in your professional persona as a Gartner associate, remember that the primary benefit of Web Participation is for others to learn about Gartner and for Gartner to learn from others. While it is OK to offer criticism, this criticism should be constructive and never mean-spirited, and should not involve accusations of wrongdoing or improper conduct.
If Gartner has relevant research on the topic, link to it (even if it is just the abstract). Try to add value. Provide worthwhile information (get your facts straight) and perspective (be constructive). Test your ideas and move research forward while avoiding direct disagreement with published research.
Gartner associates who are contacted for comments about the Company for publication anywhere, including in any social media or web outlet, should direct the inquiry to the Public Relations team.
6. Don’t “give away the farm.”
Don’t post the kind of information and advice for which clients pay Gartner. This includes the posting of documents, such as research reports and presentations, as well as specific information, such as analysis, recommendations and predictions. At the same time, associates who create Gartner’s research content (e.g., analysts, consultants, Executive Partners, Leadership Partners) may want to participate in Web conversations about their findings — which means exchanging information and opinions. To ensure you aren’t divulging too much information, be thoughtful about what information you post and how you respond to feedback. Ask yourself: “Is this the kind of information that our clients normally pay us for?” If the answer is “Yes” or even “Perhaps,” then confer with other Gartner colleagues before posting.
7. Protect and enhance the value of Gartner’s brand.
Present Gartner in a positive light and avoid making derogatory comments about our products, services, or systems. Although this is already covered by the Gartner Code of Conduct, it is worth highlighting explicitly in the context of Web and social participation. If you are an analyst posting on a topic, to minimize the risk that your individual post is perceived as a Gartner vetted research position, you should make it clear that you are posting as an individual analyst. Use a disclaimer such as: “This post is my individual opinion and does not necessarily represent a Gartner vetted research position.”
Do not create a new and previously unstated position (s) on a vendor, vendor action or product in a blog post. This must be created through the official Gartner research process.
When posting on topics related to your coverage area it is inevitable — indeed healthy — for contrary points of view to be debated and discussed. It is inevitable that an individual associate’s post about a subject may occasionally be viewed as representing or contradicting Gartner’s official position on that subject, as established by Gartner Research. However, it is never appropriate to intentionally disparage or contradict published Gartner research. If such a post actually generates controversy or confusion, the associate should post as quickly as possible a clarification that resolves the issue.
Do not create a Gartner-branded social media profile in the public domain without approval from Corporate Marketing. Creation of these pages detracts from our corporate profiles and dilutes the value of the Gartner brand. There would be a high risk to the Company to have accounts branded as “Gartner” with no documented or assigned control, governance, standards or ongoing management. We want our clients and prospects to be able to easily identify and follow our corporate social profiles.
When associates want to engage a third party agency to amplify the Company’s voice and brand on social media, specific rules apply. All such third parties are required to submit content for approval via Corporate Communications before distribution via corporate profiles. Following security best practices, third parties do not have direct access to any Gartner corporate social media accounts.
8. Protect confidential information.
Protect Gartner’s and our clients’ confidential information. Information that we would not publicly disclose in our research due to confidentiality concerns should not be disclosed or discussed on the Web. Gartner associates should not post any confidential or proprietary information on social media sites or other content sharing sites. This includes any discussion of clients or internal Gartner content. Also, because we are a public company, don’t disclose or discuss Gartner’s revenues, future business plans or share price. If in doubt, gain permission from Corporate Communications prior to posting on matters that might be private or internal to Gartner.
9. Be personable and have fun.
Web participation is about enjoying personal interactions, not delivering corporate communications. Always identify yourself. Write in the first person. If your Web participation feels like work, you’re probably doing too much of it, and it’s likely to interfere with your work at Gartner. A big part of the Web experience is that it is more playful than most other media. Your Web participation should reflect this characteristic. The most successful blogs are those with an informal and humorous style. It’s OK — some might say mandatory — to poke fun in Web postings, but keep in mind that such humor should always be appropriate and should stimulate discussion, not stifle it. Because content on social media can be taken out of context, please be mindful of statements that could detract from the Gartner brand, including statements about our business or specific vendors.
If you are uncertain or concerned about the appropriateness of any statement or posting, refrain from posting it and discuss it with Corporate Communications.
10. Be conscious of persona.
Persona is the role you are playing when participating on the web. You may adopt the persona of a Gartner associate or a personal persona unconnected to your professional work life. It is important for associates to recognize the difference, and to be careful when crossing from one persona to the other in any particular social environment. Whenever and wherever you act in your professional persona as a Gartner associate, be mindful that you will be perceived as representing the Company, and must act thoughtfully and professionally at all times.
11. Don’t engage in debates defending published Gartner Research.
Associates are encouraged to engage in the social Web around research issues and exchange differing points of view. If published Gartner research is disputed on the social Web, associates should inform the Ombudsman’s office and refrain from engaging in public debates. Use your best judgment in discussing and clarifying published research. While Gartner strives for transparency in our research methodologies, there are aspects of our methodologies that are proprietary and are not intended for public dissemination. Therefore, analysts should not publicly explain or clarify Gartner research methodology. This is the role of the Ombudsman’s office.
If you see social media content that disparages or reflects poorly on the Gartner products or business strategies contact the Director of Social Media instead of inserting yourself directly into these discussions. This approach will help us avoid exacerbating the situation.
12. Comply with Applicable Laws.
When engaging in Web Participation, you are expected to respect and adhere to all applicable laws and regulations including those concerning Financial Reporting, Insider Trading, Antitrust, Copyright, Discrimination and Harassment, Anti-Bribery and Data Protection.
Remember, if a posting generates a request from a company for a briefing, a journalist for an interview, or a client or prospect for an inquiry, route it through normal Gartner channels. Forward requests for media interviews to the Public Relations team.
Gartner reserves the right to monitor Web Participation by our associates, including social networking sites, to ensure compliance with these guidelines. Associates should understand there is no right to privacy for publicly posted social media content, and Gartner may monitor for such postings for compliance with our Code of Conduct and other corporate policies. Violations of these Guidelines may result in disciplinary action, up to, and including, termination of employment.