Ushahidi Deployment - Implementation Toolbox

COMMUNITY USER EDUCATIONAL TOOL
TOOLBOX #2
IMPLEMENTATION

Why do the toolbox? These tools are based upon the rich experiences of people and organizations that have used the Ushahidi instance. The following toolboxes are crucial to your success!
Checklist
 TOOLBOX 1- SELF ASSESSMENT
TOOLBOX 2- IMPLEMENTATION
 TOOLBOX 3 - USING YOUR INFORMATION
✔

TOOLBOX 2
Implementation
This toolbox will help you implement your project using the Ushahidi/Crowdmap instance :
Review of your work from Toolbox #1
Choosing the platform that will work best for your project (Ushahidi or Crowdmap)
Understanding and planning roles and responsibilities
Think about information inflows and outflows
Plan a verification process that will link directly to action
Create a marketing plan
Build a feedback loop
Plan for a volunteer team
Plan and implement training for your members and partners

Before moving into toolbox 2, here is a review of your work from the assessment toolbox….
The database will auto-generate the following:
Project Goal/Objectives/anticipated impact
_______database will auto-generate user’s answer from toolbox #1_____________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Reasons for mapping
_________database will auto-generate user’s answer from toolbox #1______________________________________________
_____________________________________________________________________________
Partnerships
____________database will auto-generate user’s answer from toolbox #1____________________________________________
_____________________________________________________________________________
Information/Communication
____________database will auto-generate user’s answer from toolbox # 1_________________________________________________________________________________________________________________________
______________________________________________________________________________
Marketing Media Plan
____________database will auto-generate user’s answer from toolbox #1 _____________________________________________________________________________
Technology Assessment
____________database will auto-generate user’s answer from toolbox #1
_____________________________________________________________________________
_____________________________________________________________________________
I would like to make changes…..
Let’s move on!

Choosing the platform that will work best for your project
Which platform is best for your project? Ushahidi or Crowdmap
The Ushahidi Platform
A platform for organizations with more tech experience.
Needs to be downloaded to your own server
A good fit for a project that has tech experience and developer support.
Allows for customization.
You can own the data
Check out the demo…..
allows you to set up your own deployment of the Ushahidi Platform without having to install it on your own web server
Does not require and installation
the fastest, simplest installation of the Ushahidi platform.
built to handle information coming out of a crisis.
No need for a developer
Fewer plug-ins
Open data / unable to password protect
Learn more on the website:
FAQ’s
Which one will work best for you project?
TIPS: A technology developer (or tech savvy person) can install your Ushahidi instance and you or another team members can install Crowdmap. There is a very comprehensive Ushahidi User guide, that will help take you every step of the way.

Understanding Roles/Responsibilities
TIPS: Community users believe that defining roles and responsibilities early in a Ushahidi project is very important to it’s success.
Planning roles and responsibilities for your project will depend on the size of your project.
Choose the option that best fits your project:
LARGE
medium
small
Let’s collaborate!
STOP HERE and consider having a workshop with your partners and audience to agree upon roles and responsibilities for your project!!!

Understanding Roles/Responsibilities- (example of large project)
Here are some example roles from other deployments:
To the right examples- ->
This is not a complete list!
Consider having a workshop with your partners and audience to agree upon roles and responsibilities for your project!!!
Roles in Election Monitoring
Leadership
Lessons Learned
Roles in Crisis
icon
Example TOR’s

Planning Roles/Responsibilities
Community user from other deployments recommend a leadership team.
Who will be part of your leadership team?
TOR
job description
icon
Partner Agreements
(ex. Memorandum of Understanding, MOUs)
Job TOR’s
Learn more…

Planning Roles/Responsibilities- CRISIS and EMERGENCIES
You will likely need to plan, recruit volunteers, and build partnerships at the same time. We recommend that you use the following resources.
RESOURCES for IMPLEMENTING THE USHAHIDI/CROWDMAP PLATFORMS:
The StandbyTaskForce- http://blog.standbytaskforce.com/
The CrisisMappers Network www.crisismappers.net/
The Ushahidi Manual

Planning Information & Communication Flows
One of the most appealing reasons to use Ushahidi/Crowdmapis the potential to improve communication and information flow between groups & to improve knowledge among communities and to help people make decisions. The next few slides will help you create the information flows using Ushahidi/Crowdmap, but first think about how you will analyze and feedback information:
How you will analyze your information?
How you will feedback information?
Examples
)

Here are some example of the part and groups that will be part of your information system
The ‘crowd” or public community
People who will freely send in information from an open community who are unknown to the program . For example; affected people during a crisis, citizens during an election. (need more examples here!)
A trusted or bounded community Individuals or Groups that are part of the community and also part of known set of reporters to the platform. For example: NGO workers reporting to a UN system, election monitors reporting into the system. Pre-identified trusted community members sending in human rights information, and even known first responders during a disaster.
Partners who will send & receive information
Other organizations/partners- Organization that are partners involved in the program. This can be the organization that represents a bounded community (ex. Election monitoring group, UN Cluster, consortium) They can also be organization that wish to received analyzed information as well. ( Media/Journalists)
Ushahidi/Crowdmap Platform- This is where information from the group above will come into and will also be the location where analyzed or processed information may come from. Within this platform there may be more people involved to process/analyze and present information back to the wider community. Remember that on major part of the platform is internet and web-based!
Ushahidi or Crowdmap Platform
Feedback loops and return of information
Incoming Information

This picture will help you determine information flows with the Usahahidi instance
you can have another group here like international media
Partners who will send information
Ushahidi Map/Website
categories
layers
reports
statistics
Ushahidi/Crowdmap Platform
Your thoughts?
EXAMPLES- ALL
Incoming Information
UNDP/OCHA COLOMBIA
HAITI CRISIS MAP
LIBYA CRISIS MAP
Feedback loops and return of information

Create the information flow and system that will best fit your project
(is it possible to do a drag/drop function here? Where they would drag a group/partner into a circle? )
Drag your partners/group into the shapes- (auto-generated from assessment)
Add more partners….
Drag the arrows to show where the information will enter

Information/Communication
Here is a recap of your information communication strategy from the assessment toolbox
List the specific types of information that you will collect for your project:
How do you plan to collect information the information you wish to map on the Ushahidi platform?SMS  Web  Twitter Smart phone Apps
Email
Call Center
Voice Message
Facebook
make changes….
Let’s move on!
Face to Face
Radio
Other________________
Other________________

Information and Categories
A very good way to create and choose categories is to first understand how you will use the collected information.
EXAMPLE: You are quickly setting up a crisis map. Your goal is to identify the location of refugee camps to share who/what/where maps and share information about hospitals/ and clinics at UN Cluster meetings so organizations can plan shelter and health services.
The information for the UN meeting will be maps with refugee locations and functioning hospital locations
Categories you can create are “Camp Locations” and “Hospitals (functioning)”
Now think about how this information will feasibly be collected. a) crowd information b) NGO individuals reporting into the system.
1
2
3
3
1
2
How will this information be categorized?
How will this information be communicated out?

Adding your information and feedback loops-
Now add the information types to information diagram that you just created.
Schematic diagram from Slide 11 inserted here.
(is it possible to do a drag/drop function here? Where they would drag a group/partner into a circle? )
Drag your information types next to the red and green arrows above (auto-generated from assessment)
.
Have you completed the feedback loop?
More tips…..

ACTION AND RESPONSE

Verifying information
One of the challenges of using a crowdsourcing tool is verification: When information enters the Ushahidi/Crowdmap platforms you or your team will need to verify and confirm reports.
Here are some ways that deployments have verified information:
You have the information from multiple reliable sources
You have two or more text messages from different phone numbers about the same incident.
Someone on your team has spoken with the person on the ground to get more detailed information about the report.
On of the providers of information is a partner or part of your “trusted network”
What will be the rules to verify a report? (enter text here)
If you have large numbers of reports coming in all at once, how will you prioritize which ones to verify quickly?
How will you train your teams on how to verify? (enter text here)
TIPS: If there is any doubt about a report, a good first step would be to mark the report as unverified, until you have the opportunity to investigate further.
The Guide to verification
icon
Example verifications
What is a trusted network?
Twitter challenges

Choosing the Right Map
When using Ushahidi or Crowdmapyour verified reports will be placed on a map. You will need to choose a map that best fits the needs of your project.
Consideration #1: What is the scope or size of your project. Do you plan to collect information for an entire country, a city, or just a community?
Consideration #2: Is there a map that exists of the areas that you are interested in? Some maps services may not have the area mapped. You should always check. If it does not exist? What are the next steps? What are your options?
Ushahidi has 4 available providers, if you have a developer you can have them add another map to better fit your needs. The only customizable map is OpenStreetMap (OSM) Check out the following map providers here:
I can’t find a map for my project …..
Visual Earth
TIPS: How large is the area that you will place information on the map? (country, region, city, community)?

Messaging/Campaign
How will people find out about your initiative?
If your project involved receiving messages from the “crowd” or the open community, it is very important that you have a clear message and strategy about what type of information you would like people to send in, and for what purpose you will be using the information.
Here are some things to think about:
HOW DO PEOPLE ALREADY BROADCAST INFORMATION TO ONE ANOTHER? Think about the ways that people communicate with one another about information. If the community that you want to send in message watches television, reads the newspaper, or listen to the radio, this may be a very effective way to inform people of your project and why you want them to send you information.
KEEP IT SIMPLE Don’t forget about face to face communications! Think about how people can spread the word in local meetings, through community leaders, and other basic communication pathways.
TRUST If you are asking people to provide sensitive information how can you create trust so that they will feel safe and comfortable to provide information? Who will help you achieve this? (community leaders, etc) and how long will it take?
TIMELINE Think carefully about the time it will take to launch your campaign. If you are planning on using different media plan for time to contact radio stations, money for printing fliers, and more time to build relationships and trust with community leaders who may promote your project.
SMS USE The presence of mobile networks does not always mean that people will easily and freely SMS text. If you expect most of your information to come by SMS , investigate whether or not people are literate, feel comfortable texting, etc.
COST Although using more media channels increase your campaign, it will likely also increase the cost of your project. One inexpensive and very effective way is to use community leaders and community organizations but this requires time and trust- which you may not always have especially during an emergency or crisis.
TIPS:Many users believe in the importance of advance outreach via media coverage, advertising, workshops & demonstrations.

The Message
What will you actually say in your message?
The specific words that you use in your campaign message will not only determine the type of messages you received, but will also influence the expectations of the users or “crowd”. Here are some examples and the successes and challenges.
This message generated thousand of messages, but one of the challenges was the large number of needs. In addition many people believed that if they texted in their need, that there would always be a response.
Needs content here for snowmagedden
Needs Accurate Content here!
This web banner was one of many message that Building Bridges use to have people map peace initiatives around the world.
MORE EXAMPLES

Managing Expectations of your partners/audience
When using the Ushahidi/Crowdmap platform people often expect a response.
HERE ARE SOME THINGS TO THINK ABOUT
If you decide not to respond, then it is extremely important that you make this clear to your audience to ensure that there are no expectations around the project or that there is no information gathering system that you cannot or are not set up to meet.
How will you ensure that there are not expectations around the project or information gathering system that you cannot or are not set up to meet?
Do you have a communication plan when you are unable to fulfill the promise of response that you messaged out in the past?
How will you return the information to the community/local district/those who provided so that they can use it for decision making or program intervention?
HERE ARE SOME EXAMPES OF USER EXPERIENCES
(please help with content here!!!)
TIPS:There are different ways to manage expectations, like conducting local media campaigns, or sending automatic responses to messages saying "thank you for message, now the message will be processed", and so on. (Anahi)

Messaging/Campaign
How will people find out about your initiative?
How will people find out about your initiative? What communication pathways will you use?
Write down some sample messages that you will you for your campaign
How will you manage expectation from communities and the crowd?
TIPS:If you have time, we recommend that you touch base with your partners and users to see how they will interpret your message.

Volunteers/Data Handling Team
The human resources needed to run the platform

Training
To be completed soon. Please add ideas here!

THANK YOU FOR COMPLETING TOOLBOX #2!
Please save this file and add your name to the title. Then, return it to Heather Leson hleson@ushahidi.com.
. You will receive a report from toolbox #1 to use in your project.
In your email please send comments on how you would like this tool improved or changed!
Thank you for being a very important part of Ushahidi’s User community!

Appendix

Local Responders- police, redes social
Agencies/Intl Orgs- PDP, defenseria, NGO, UN
Local Associations
Policy
Public Advocacy
Recommendations
Key node(s)
Trusted by community
Trusted by the system
Platform
SIHCE
SIDCE
Community
Individual(s)
Individual Agency Recommendations
Collective Report
Key Components
Fact
Request
Documentation
Proof of Support
Committee
validate/monitor/and analyze information
local organizations rapidly respond
Coordinate & collectively present information to government
key representative of organizations
Platform Administrators
Information management
Maintain flow of information from nodes to committee
technical knowledge to maintain platform infrastructure
Rapid response
Government
Governor
Secretariats
Advisors
Monitoring
Return
Next Example

Departamento del Cesár
United Nations Development ProgrammeRedes
United Nations Office for the Coordination of Humanitarian Affairs
Next Example
Return

Return
Next Example

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Ushahidi Deployment - Implementation Toolbox

by Ushahidi on Sep 21, 2011

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Ushahidi Deployment - Implementation Toolbox — Presentation Transcript