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Ushahidi Toolbox - Assessment


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The Kenya Ushahidi Evaluation Project was 9-month Ushahidi evaluation project in partnership with the Harvard Humanitarian Initiative supported by the Knight Foundation. Jennifer Chan and Melissa …

The Kenya Ushahidi Evaluation Project was 9-month Ushahidi evaluation project in partnership with the Harvard Humanitarian Initiative supported by the Knight Foundation. Jennifer Chan and Melissa Tully conducted research which lead to the creation of case studies and toolboxes. (2011) This is Toolbox #1: Assessment.

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  • 1. Toolbox #1Self-Assessment
  • 2. 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 INFORMATIONTIP: An Ushahidi project doesn’t start with setting up the platform and putting it on-line. Youneed to prepare your strategy, study the context, understand the implications, securecooperation and knowledge of the tool for all of the actors involved. The launch of the platformis the last step of the project, not the first one. (Anahi Ayala Iacucci)
  • 3. Tips on using these toolbox documents:These toolboxes are in beta (draft). We are using thiscontent to test for the final web and print versionstoolboxes. Please provide feedback.Print documents do not include the extra notes whichappear in the online versions.Online documents will show rotating tips,which are shown as extra comments in the notes field.
  • 4. Toolbox 1 Self-Assessment Helping you take the first steps to determine if the Ushahidi platform is a fit for your project-  Learn about Ushahidi-  Find out if Ushahidi will fit into your project goals & objectives-  Think about partnerships for your project-  Identify the information, communication and technology needs for yourproject-  Think about what resources are necessary to make your project successful
  • 5. Let’s Begin…..First Name:____________Last Name: ____________Are you an individual or part of an organization?  Organization Organiza(on  Name:  ____________    IndividualEmail Address:___________________
  • 6. You  can  use  the  Ushahidi  Pla[orm  for  informa(on  collec(on  and  sharing,  visualiza(on  and  interac(ve  mapping.  There  have  been  over  3000  uses  of  Ushahidi/Crowdmap.  Here  are  some  common  types  of  uses  of  the  Ushahidi  pla[orm  (Ushahidi  video  introduc(on)  (FAQs)..  And  more   Deployments   Ushahidi  Prototype   Hot  Flash   For  emergencies  like  natural  disasters,  unexpected   Hai(  Crisis  Map   icon     events….(more  text  here).   Uk  Riot  Cleanup   Chicago  Blizzard   Japan  Earthquake   Slow  Burn   For  ongoing  or  complex  emergencies,  to  track  changes   War  on  Gaza   icon   in  communi(es  or  responding  agencies  ….  (crime   DRC   mapping?)   Zim  Poli(cal  Crisis   Point  on  a   For  events  like  elec(on  monitoring,  media  campaigns   Uchaguzi-­‐Kenya   icon   Calendar   with  ending  dates….  (more  text)   Sudan  Vote  Monitor   Unsung  Peace  Heroes     Long  Term   For  ongoing  programs  and  ini(a(ves  (human  rights   Voice  of  Kibera   icon   monitoring,  media,  environmental  mapping,  local  gov   KANCO  (health)     mapping,  resource  mapping  )   Uchaguzi-­‐Kenya     EXAMPLES..  
  • 7. Thinking about How Ushahidi will Help your Project Here  are  some  things  you  might  want  to  think  about  before  you  start  using  the  plaAorm…..   This  toolbox  will  help  you  answer  many  of  these  quesFons..   Who  is  your  target  audience?       What  is  the  incen(ve/mo(va(on  for  people  to  use  your  pla[orm?     How  is  mapping  going  to  contribute  to    your  project?     How  are  you  collec(ng  and  using  data  now?         Do  you  just  want  to  use  a  new  cool  and  free  tool?  Is  there  a  gap  you  are  trying  to  fill?       Example:  Linda  Racree  and  her  team  wanted  to  gather  informa(on  on  the  amount,  types,  and  loca(on  of   violence  happening  in  communi(es  where  they  were  working  on  a  Violence  Against  Children  project.    They   wanted  to  know  where  the  violence  is  happening  most,  and  what  kind  of  violence  it  is.    The  informa(on   was  then  going  to  be  used  by  the  youth  and  project  par(cipants,  staff,  and  relevant  local  or  na(onal   authori(es.    The  goals  were  to  generate  awareness,  inform  programma(c  efforts,  and  advocate  for  more   aeen(on  and  services  to  prevent,  respond  to,  and  treat  violence  against  children.  
  • 8. Project Goals and Objectives Example Goals What  are  the  project  goals?  (user  enters  text  here)   Violence Against Children Project   Voice of Kibera   Uchaguzi Kenya       What  are  the  project  objec(ves?  (user  enters  text  here)   Example Objectives   Uchaguzi Kenya TIPS: How will you achieve your goals? How will the collected information achieve the goal.  What  kind  of  project  are  you  working  on?  (please  check  all  that  apply)   Is  this  a  new  or       Health     Children  and  Youth   exis(ng  project?       Water  and  Sanita(on     Educa(on       Media     Gender  Based  Violence       HIV/AIDS    Economic  Development   new      Environment/Conserva(on      Security/Protec(on      Women’s  Issues      Poli(cal  Violence      War/Conflict      Elec(ons/Elec(on  Monitoring   old      Natural  Disasters     Other,  please  describe______      Human  Rights  Is  this  a  development  or  humanitarian/crisis  project?  (defini(ons  and  examples)          Development/Governance      Community  Programming        Humanitarian/Crisis      Other  
  • 9. Expected Outcomes / ImpactYour  project/program’s  goals  and  objec(ve  are:       Type   With  the  goal  to  _____Users  can  correct    the  auto-­‐  inserted  text  here________.   icon       The  program/project  objec(ves  are  Users  can  correct    the  auto-­‐  inserted  text  here__.   What  are  the  expected  outcomes/impact?   ___________________________________________________________________   ___________________________________________________________________   ___________________________________________________________________     How  will  the  Ushahidi  pla[orm  help  you  achieve  your  expected  outcomes/impact?     ___________________________________________________________________   ___________________________________________________________________  TIPS: How will you achieve your expected outcomes?  
  • 10. Mapping and VisualizationWhy use a map? What is the benefit of using mobiles or mapping to track your information? The information does notneed to be crisis related. You might want to map existing community resources within a geographic area or raiseawareness of local events. (Linda Rafferty)Mapping  data  is  important  for  creaFng  responsibility.  The  fact  that  people  see  their  report  is  the  biggest  moFvaFon  to  engage  them.      -­‐  Oscar  Salazar,  Cuidemos  el  Voto  Mapping  informaFon  will  benefit  your  project  by:   TIPS:  The  mapping  system  in     Ushahidi  is  not  automa(c:  you   need  to  geo-­‐reference  informa(on     manually.  You  can  do  it  at  the     admin  level  with  volunteers  or     other  people.  If  you  plan  to  use  it   as  a  crowd-­‐source  system,  you     need  to  have  a  big  number  of  What  kind  of  informaFon  will  you  map?  How  do  you  intend  to  use  it?   people  mapping  those  messages,     or  you  need  to  do  it  only  by  web-­‐   submission  (it  means  also  forget   about  the  media  monitoring,  SMS,     e-­‐mails  and  twieer  submissions).     What  level  of  precision  does  the  Who  do  you  want  to  view  the  map?     mapping  require?  Do  you  want   data  points  or  data  areas?  (Anahi     Ayala  Iacucci)        icon     Learn more… case studies instance sites Blogs/media
  • 11. Technology and “the rest” – Allocating TimeOur  users’  experience  to  date  has  humbled  us  to  realized  that  the  much  of  the  success  from  organizaFons  using  the  Ushahidi  plaAorm  comes  from  the  project  planning  and  preparaFon  around  the  technology  itself……   Just  because  you  bought  a  domain  name   Allocation of Time and  ran  the  Ushahidi  installer  doesn’t  mean   In an Ushahidi Deployment that  anyone  is  going  to  use  the  system  —   and  even  if  you  somehow  get  a  lot  of   Ushahidi setup • Requires some tech skills and reports,  you  might  not  be  relevant  to  the   training, but not much work exisFng  systems  (that  is,  all  the  other   • Set up a server, run installer, poke around people  who  are  working  on  the  same   problem).  So  as  Ory  said  in  Cape  Town,   “Don’t  get  too  jazzed  up!  Ushahidi  is  only   10%  of  soluFon.”     Systems  like  Ushahidi  have  turned   enormous  communicaFon  barriers  into  a   All the other stuff that makes a trivial  installaFon  and  training  process.  But   project successful • Outreach, branding, translation, there  is  a  whole  other  90%  of  real  work.   annotation, verification, documentation, (Chris  Blow)     integration with other systems, SMS   debugging, taxonomy development Let’s focus on that 90% and identifyLearn More: potential partners in your project.Why technology is 10%- Anahi  Ayala Iacucci  Allocation of Time –Chris Blow
  • 12. Partnerships & Audience Key to the success of your project Who  are  your  partners?  (lisFng)   What  roles  will  they  play?  •      •     •      •      •     TIPS-­‐  One  of  the  major  partners  in  project  is  a   •     technical  administrator.    If  you  envision      customizing  your  instance  a  lot  you  should  think   TIPS-­‐  Which  partner  will  provide  the  overall  about  having  a  developer  as  a  partner  if  you  do   project  manager.    Will  it  be  your  organizaFon?  not  have  one  in  your  organizaFon.           Who  are  your  Audiences?  Why  do  you  think  they  will  use  your  plaAorm?   •      •      •      TIPS-­‐One  of  the  fundamental  parts  of  your  project  is  the  definiFon  of  your  audience.  Who  do   you  want  to  visit  the  site  and  use  your  informaFon  and  who  you  want  to  be  your  reporters?         Trust & The crowd as your icon     Learn more… Partnerships partner
  • 13. Information Your Ushahidi instance will help you collect, organize and communicate information for the goals of your project(ExisFng  project)-­‐  What  informaFon  are  you  currently  collecFng?  What  informaFon  do  you  want  to  add  with  this  project?     IMPORTANT!     What  is  the  exis(ng     informa(on  flow  and  (New  project)  What  informaFon  do  you  want  to  collect?     how  the  informa(on     flow  you  propose  will     change  or  modify  the     exis(ng  one?  The  idea  How  will  this  informaFon  allow  the  project  to  achieve  it’s  goals?   is  that  the  more  you     modify  the  exis(ng     informa(on  flow  the     less  your  project  will  be     TIPS:  Does  someone  else  have  exisFng  indicators  or  iniFaFves  or   successful.       informaFon  needs  or  formats  that  you  should  be  linking  in  with  and     following  or  supporFng?  (Linda  Radree)           icon     Learn more… case studies instance sites blogs/articles    Type          
  • 14. Communication Your Ushahidi instance will help you collect, organize and communicate information for the goals of your project. Collecting information into Ushahidi platform is only half the battle. How will you communicate information to your audience? Partners? Media?From  slide  11,  this  is  your  audience:   Example  ___________________________________________________   “The  people  who  Media  Focus  on  Africa     FoundaFon  are  targe(ng  do  not  have  How  do  you  plan  to  tell  people  about  your  project  and  how  to   Internet  access  -­‐  We  want  to  bring  the   results  back  to  the  people  using  mass  send  informaFon  into  the  plaAorm?     media.”  As  a  result  of  MFAF’s  goals,  Internet     is  only  one  part  of  the  larger  project  and        Television  AdverFsements          SMS   campaign.  This  is  not  only  true  for  the        Radio            Othe   Unsung  Peace  Heroes  campaign  but  for  all        Newspaper      word  of  mouth   of  MFAF’s  work.  Bueerfly  Works  uses      Morning  shows   mul(ple  media  types  in  their  work  as  well  so        Flyers      Twifer   the  mul(media  approach  for  Unsung  Peace        Internet   Heroes  was  familiar  to  both  organiza(ons        Facebook     and  important  to  achieving  their  goals.  How  do  you  plan  share  the  informaFon  with  your  audience?     Bueerfly  Works  and  MFAF  used  a     mul(media  approach,  including  a  website,     newspaper  ads,  radio  and  television   appearances,  par(cipa(on  in  live  events  and     TIPS:  think  about  how  your  audience  commonly  views/ word-­‐of-­‐mouth.  (Melissa  Tully)          accesses  informaFon)-­‐  and  what  way  they  are  most       likely  to  view  informaFon  during  a  crisis.      icon       Learn more… case studies blogs/articles  Type        
  • 15. Campaign, Messaging, & Communication Strategy Very important too is the communication strategy of the organization, which should explain what the platform is and what it is not. (Anahi Ayala Iacucci)The communication strategy can be: The  Unsung  1)  Announcement of the project/service Peace  Heroes  project  2)  Setting expectations in  Kenya  used  a  mul(media  3)  Plan for responding to individual messages publicity  strategy,  including  placing  4)  Communicating information to different audiences ads  in  the  newspaper,  making  TV   and  radio  appearances,  handing  out   fliers,  par(cipa(ng  in  local  peace   events  and  having  an  online   presence,  to  spread  the  work  about  How will you inform the crowd about your project? their  project  and  to  collect   nomina(ons  of  Peace  Heroes   throughout  Kenya.  This  strategy   allowed  them  to  target  various  How will you communicate with your partners/audience? diverse  audiences  and  in  the  end   they  received  over  500  nomina(ons   for  Unsung  Peace  Heroes   throughout  Kenya.  (Melissa  Tully)     TIPS  Be  sure  that  you  get  clearly  the  message  out:  what  you  want  to  do,  why  and  if  the  issue  is  urgent  or  not.     icon     Learn more… case studies blogs/articles Example materials Type  
  • 16. Information Communication Technology (ICT), Privacy, and Secuity Information Security and Privacy can be a very important consideration for many projects that use the Ushahidi Instance. We encourage you and your organization to think about how the Ushahidi instance may affect community/ organization safety, and the impact that mapping and information will have on your audience and partners.If  you  answer  yes  to  any  of  these  quesFons,  or  feel  that  this  topic  is  important  to  your  project  -­‐-­‐  we  encourage  you  to  take  the  mini  assessment  tool  here……….    Will  your  project  be  dealing  with  sensiFve  informaFon?  Will  your  project  potenFally  place  the  users  or  partners  at  risk?   Take  the  Does  the  government  strictly  control  informaFon  in  your  project  area?   assessment  Are  you  prepared  to  address  any  informaFon/  privacy  breaches  if  they  should  happen?  Who   now.    will  be  responsible?       Type  icon     case studies instance sites blogs/articles Learn more…
  • 17. Technology Ushahidi is a software, which means it requires access to certain technologies. 1   Do  you  have  regular  power/ Yes        No     If  you  project  area  has  limited  power,  and  limited  access  to  internet  this  will   internet  access?   limit  the  ability  to  use  Ushahidi  /Crowdmap.  Consider  using  another  tool  or   start  with  a  small  pilot  project……   2   Are  your  team  members   Yes        No      How  do  your  partners  and  audience  currently  communicate?  What  are  they   volunteers  comfortable  with   comfortable  using  to  communicate?  (cell  phones,  sms,  internet)  What  do  they   computers/the  internet,  etc?   have  access  to  and  can  afford?   3   Do  you  have  a  technology   Yes        No     If    YES,  then  have  this  person  take  a  look  at  the  Ushahidi  Manual  to  see  if  this   person  on  your  project?   fits  their  capacity.  If  NO  then  take  this  technology  assessment  test  here.     4   Is  he  or  she  a  PHP  developer   Yes        No     If  NO,  then  consider  using  crowdmap.  Link  Here.     and/or  designer?   5   Do  you  want  a  lot  of   Yes        No     CustomizaFons,  or  ****,  will  require  a  developer  and  likely  a  designer.  And   customiza(ons?   you  have  YES’s  for  ques(ons  3  &4  What  is  the  local  use  of  ICT  in  the  country?     TIPS: How do your partners   and audience communicate   now? What are theyHow  do  people  in  the  community  use   comfortable using? (cellthe  internet  and  mobile  phones?     phones, sms, internet) What   do they have access to and can afford?     Take the tech Learn more… case studies blogs/articles assesment!
  • 18. Resources & Funding Here  are  some  ?ps  to  think  about  when  looking  for  funding  to  support  your  project  or  idea:     ‣  How  does  my  proposal  address  the  problem?   Funding  Uses   Examples  of  how  you  might  use  your  funding:       ‣  What  are  the  goals  and  objec(ves  of  the  program?     ‣  Funding  a  SMS  shortcode  number  to  allow     people  to  send  free  SMS   ‣  What  is  the  budget  and  (meline  for  the  project?       ‣  Funding  an  SMS  alert  campaign   ‣  Can  you  partner  with  others  for  non-­‐financial     support?   ‣  Funding  a  web  designer  to  customize  your     Ushahidi  deployment   ‣  How  will  the  project  be  sustainable?     ‣  Funding  a  PR  campaign:  newspaper  ads,  online     ads,  to  raise  awareness  about  your  Ushahidi   ‣  Is  there  a  geographic  focus?     instance   (funders  ocen  support  specific  loca(ons)       ‣  Funding  a  data  entry  resource  if  you  are   ‣  What  are  the  expected  outcomes  and  how   migraFng  exisFng  data  into  the  Ushahidi  plaAorm   will  you  measure  them?  TIPS:    Have a clear budget and take into account advertisement campaign, dev work, PHONE EXPENSES if you useSMS and alerts, server space, and time to dedicate to the project. Also fundamental, have a monitoring&evaluation line in the budget and in your project plan and do periodical review of the project according togoals. (Anahi Ayala Iacucci)  
  • 19. Resources Here are some resources you may need. Fill out the cost that you will need too.Resource   Cost  Project  Manager   TIPS   Make  sure  you  have  a  clear  budget  and  Developer   think  about  the  resources  that  will  you  Designer   need  for  your  project.    Project  Manager  Volunteers/Coordinators  Campaign  Adver(sing   TIPS   “Find  out  about  any  poten(al  licenses  Servers   you  might  need,  for  example  for  Computers   holding  a  compe((on,  this  can  ocen  be   bureaucra(c  and  take  (me  to  organise.  Phone/SMS  expenses   NOTE  Calculate  ?me  for  the  design  and  Monitoring/Evalua(on   prin?ng  or  produc?on  of  all  your  Training  Workshop   materials,  making  a  website  or  flyer   and  prin?ng  it  can  take  a  few  weeks.  Planning  Workshops   (Buferfly  Works  Toolbox)      General  Office/Equipment  Other  
  • 20. Planning & Project timelinePlanning your project, and allowing enough time to prepare for volunteers, customization, campaigns, andpartner/community engagement will make you project more successful. TIPS   PROJECT  EXAMPLES  If  you  are  looking  to  gather,  share  and  make  decisions  with  many  different    people  &  partners.     ELECTION  MONITORING      Consider:   Staff  and  Volunteers  for  the  •  Planning  mee(ngs&  workshops  early  to  make  sure  that  all  partners  have   Uchaguzi  Kenya  Project  similar  expecta(ons  and  understand  their  roles/responsibili(es   (  2010  Kenya  Referedum)  –  •  Plan  your  media/adver(sing  campaigns  early,  determine  the  cost,  and   recommend  3-­‐6  months  for  how  you  will    inform  people  of  your  project  and  set  expecta(ons.     planning  around  a  specific     elec(on  days.     Type   Example project blogs/articles icon     timelines Learn more…
  • 21. Below  is  informa(on  about  your  project  that  you  entered  in  the  first  toolbox   (On  the  online  tool,  what  you  have  filled  out  in  the  previous  panels  will  automaFcally  show  up  here!)  Project  Goal/Objec?ves/an?cipated  impact  _____________________________________________________________________________  _____________________________________________________________________________  _____________________________________________________________________________    Reasons  for  mapping  _____________________________________________________________________________  _____________________________________________________________________________    Partnerships  _____________________________________________________________________________  _____________________________________________________________________________    Informa?on/Communica?on  _____________________________________________________________________________  _____________________________________________________________________________  Marke?ng  Media  Plan    _____________________________________________________________________________  _____________________________________________________________________________  Technology  Assessment  _____________________________________________________________________________  _____________________________________________________________________________     I  would  like   to  make   Let’s  move   changes…..     on!    
  • 22. THANK YOU FOR COMPLETING TOOLBOX #1! Please save this file and add your name to the title, then return it to or 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!