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From ROI to KPI Practical Solutions to Measurement Conundrums Shonali Burke, ABC Presented at PRSA’s 2009 International Conference November 9, 2009
Smart Measurement Is Not… Complicated “Smoke & mirrors” Tough Necessarily Expensive Photo: http://www.flickr.com/photos/29233640@N07/3760433565/
Smart Measurement Is Not… Only about impressions Done at the end of your program AVE Photo: http://www.flickr.com/photos/ojbyrne/3759678929/
Smart Measurement Will… Include outputs, outtakes AND outcomes Measure what’s important Be regular Integrate with other business units Connect to business KPIs Photo: http://www.flickr.com/photos/fortgirl/3099013797/
KPIs… What The @#*! “… a measure of performance used to help an organization define and evaluate how successful it is, typically in terms of making progress towards its organizational goals.”            ~ Wikipedia: http://en.wikipedia.org/wiki/Key_performance_indicators
Smithsonian’s National Portrait Gallery First-ever OutwinBoochever Portrait Competition (2005-2006) Courtesy: National Portrait Gallery
What was the problem? NPG perceived as outdated Lack of connection with today’s artists Portraiture not perceived as “cool” or “hip” Aimed to reach emerging & mid-career artists Needed to secure 2,000 entries for the contest to be viable Courtesy: National Portrait Gallery
    Research Courtesy: National Portrait Gallery
What We Did Media outreach Media buy Direct mail “Portrait of an Artist”
Results Changed creative Impacted tactics & collateral Influenced media buy Influenced media outreach Net-net: 4,000+ entries (double goal) Courtesy: National Portrait Gallery
Connecting Communications To Business Objectives ,[object Object]
Define your “communications universe”
Integrate tactics
Measure your messages
Measure the market
How are your “key performance indicators” (KPIs) doing?
What’s your “cost per impression” (CPI)?,[object Object]
KPIs         Business Objectives Courtesy: KD Paine & Partners
The Seven Basic Steps* Identify your audiences/publics Define objectives for each audience Define your measurement criteria Define your benchmark Select a measurement tool Analyze data, draw actionable conclusions, make recommendations Make changes, measure again *Measuring Public Relationships, Katie Delahaye Paine
Identify and Prioritize Your Publics Media Customers Partners Prospects Employees Influencers Government leaders Investors Photo: http://www.flickr.com/photos/mhaithaca/3750544744/
What are Your Objectives? Increase exposure Educate audiences Improve positioning Increase mind share Increase sales Obtain members/supporters Raise awareness for mission Photo: http://www.flickr.com/photos/jgourley/3529864942/
What Will you Measure? Outputs: the physical, direct results of your work Clips Brochures Speaking engagements Specific positioning Messages communicated Quoted mentions Photo: http://www.flickr.com/photos/scriptingnews/3656475291/
Outtakes: what your target audience takes away from your program Messages Perceptions Understanding … the perceptions generated by your outputs What Will you Measure? Image: http://www.flickr.com/photos/33325372@N06/3358857153/
What Will you Measure? Outcomes: quantifiable changes that occur as end results of your program Attitudes Opinions Behaviors Photo: http://www.flickr.com/photos/naturalturn/3767627073/
What’s Your Benchmark? You can’t measure effectively in a vacuum Compare results to: Past performance – measure over time Major competitors – measure the market Photo: http://www.flickr.com/photos/judepics/3622237241/
Pick Your Tools Primary research Secondary research Media Internet resources Photo: http://www.flickr.com/photos/wonderlane/3446442810/
Analyze, Conclude & Recommend What does the data show? Include the good, the bad and the ugly Connect results to objectives Don’t measure what’s not relevant Photo: http://www.flickr.com/photos/pnnl/3633994244/
Measure Continuously
Some Measurement Tools Web site data Web analytics Phone, online, paper surveys Focus groups Media analytics Dedicated URLs/telephone #s Photo: http://www.flickr.com/photos/iopinw/3098723978/
Measuring Social Media Photo: http://www.flickr.com/photos/base53/3665260292/ Photo: http://www.flickr.com/photos/goincase/3771760999/ Influence Quality Quantity Engagement
Pledge To End Hunger Source: www.pledgetoendhunger.com
Courtesy: Scott Henderson & MediaSauce
Courtesy: Scott Henderson & Media Sauce
Results 4,800 pledges (380% > goal) 1st 1k pledges in 28 hours > 19k site visitors $28k for Share Our Strength (@95% 1st-time donors) 2,600 members of Facebook Cause 560k servings of food to food banks in 4 cities Courtesy: Scott Henderson & MediaSauce
Key Performance Indicators Track effectiveness of your program against business objectives, e.g.: Sales Donations Membership Web traffic Subscribers
Measurement on a Shoestring Research is critical Zoomerang, Survey Monkey Google is your best friend RSS feeds News/blog alerts Google Analytics Photo: http://www.flickr.com/photos/psyberartist/3622995219/
Media Measurement Smarts Define and streamline your “media universe” An ounce of research will spare you a pound of pain Impressions mean nothing without engagement Focus on outtakes and outcomes, not just outputs Use the W4+H principle Image: http://www.flickr.com/photos/sundazed/3770730054/
Measurement is Key In Strategic Planning
The Wisdom of Crowds
The Wisdom of Crowds
The Wisdom of Crowds
PRSA Recommendations http://www.slideshare.net/prsa/documenting-the-business-outcomes http://comprehension.prsa.org/?p=628

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From ROI to KPI: Practical Solutions to Measurement Conundrums

  • 1. From ROI to KPI Practical Solutions to Measurement Conundrums Shonali Burke, ABC Presented at PRSA’s 2009 International Conference November 9, 2009
  • 2. Smart Measurement Is Not… Complicated “Smoke & mirrors” Tough Necessarily Expensive Photo: http://www.flickr.com/photos/29233640@N07/3760433565/
  • 3. Smart Measurement Is Not… Only about impressions Done at the end of your program AVE Photo: http://www.flickr.com/photos/ojbyrne/3759678929/
  • 4. Smart Measurement Will… Include outputs, outtakes AND outcomes Measure what’s important Be regular Integrate with other business units Connect to business KPIs Photo: http://www.flickr.com/photos/fortgirl/3099013797/
  • 5. KPIs… What The @#*! “… a measure of performance used to help an organization define and evaluate how successful it is, typically in terms of making progress towards its organizational goals.” ~ Wikipedia: http://en.wikipedia.org/wiki/Key_performance_indicators
  • 6. Smithsonian’s National Portrait Gallery First-ever OutwinBoochever Portrait Competition (2005-2006) Courtesy: National Portrait Gallery
  • 7. What was the problem? NPG perceived as outdated Lack of connection with today’s artists Portraiture not perceived as “cool” or “hip” Aimed to reach emerging & mid-career artists Needed to secure 2,000 entries for the contest to be viable Courtesy: National Portrait Gallery
  • 8. Research Courtesy: National Portrait Gallery
  • 9. What We Did Media outreach Media buy Direct mail “Portrait of an Artist”
  • 10. Results Changed creative Impacted tactics & collateral Influenced media buy Influenced media outreach Net-net: 4,000+ entries (double goal) Courtesy: National Portrait Gallery
  • 11.
  • 16. How are your “key performance indicators” (KPIs) doing?
  • 17.
  • 18. KPIs Business Objectives Courtesy: KD Paine & Partners
  • 19. The Seven Basic Steps* Identify your audiences/publics Define objectives for each audience Define your measurement criteria Define your benchmark Select a measurement tool Analyze data, draw actionable conclusions, make recommendations Make changes, measure again *Measuring Public Relationships, Katie Delahaye Paine
  • 20. Identify and Prioritize Your Publics Media Customers Partners Prospects Employees Influencers Government leaders Investors Photo: http://www.flickr.com/photos/mhaithaca/3750544744/
  • 21. What are Your Objectives? Increase exposure Educate audiences Improve positioning Increase mind share Increase sales Obtain members/supporters Raise awareness for mission Photo: http://www.flickr.com/photos/jgourley/3529864942/
  • 22. What Will you Measure? Outputs: the physical, direct results of your work Clips Brochures Speaking engagements Specific positioning Messages communicated Quoted mentions Photo: http://www.flickr.com/photos/scriptingnews/3656475291/
  • 23. Outtakes: what your target audience takes away from your program Messages Perceptions Understanding … the perceptions generated by your outputs What Will you Measure? Image: http://www.flickr.com/photos/33325372@N06/3358857153/
  • 24. What Will you Measure? Outcomes: quantifiable changes that occur as end results of your program Attitudes Opinions Behaviors Photo: http://www.flickr.com/photos/naturalturn/3767627073/
  • 25. What’s Your Benchmark? You can’t measure effectively in a vacuum Compare results to: Past performance – measure over time Major competitors – measure the market Photo: http://www.flickr.com/photos/judepics/3622237241/
  • 26. Pick Your Tools Primary research Secondary research Media Internet resources Photo: http://www.flickr.com/photos/wonderlane/3446442810/
  • 27. Analyze, Conclude & Recommend What does the data show? Include the good, the bad and the ugly Connect results to objectives Don’t measure what’s not relevant Photo: http://www.flickr.com/photos/pnnl/3633994244/
  • 29. Some Measurement Tools Web site data Web analytics Phone, online, paper surveys Focus groups Media analytics Dedicated URLs/telephone #s Photo: http://www.flickr.com/photos/iopinw/3098723978/
  • 30. Measuring Social Media Photo: http://www.flickr.com/photos/base53/3665260292/ Photo: http://www.flickr.com/photos/goincase/3771760999/ Influence Quality Quantity Engagement
  • 31. Pledge To End Hunger Source: www.pledgetoendhunger.com
  • 33. Courtesy: Scott Henderson & Media Sauce
  • 34. Results 4,800 pledges (380% > goal) 1st 1k pledges in 28 hours > 19k site visitors $28k for Share Our Strength (@95% 1st-time donors) 2,600 members of Facebook Cause 560k servings of food to food banks in 4 cities Courtesy: Scott Henderson & MediaSauce
  • 35. Key Performance Indicators Track effectiveness of your program against business objectives, e.g.: Sales Donations Membership Web traffic Subscribers
  • 36. Measurement on a Shoestring Research is critical Zoomerang, Survey Monkey Google is your best friend RSS feeds News/blog alerts Google Analytics Photo: http://www.flickr.com/photos/psyberartist/3622995219/
  • 37. Media Measurement Smarts Define and streamline your “media universe” An ounce of research will spare you a pound of pain Impressions mean nothing without engagement Focus on outtakes and outcomes, not just outputs Use the W4+H principle Image: http://www.flickr.com/photos/sundazed/3770730054/
  • 38. Measurement is Key In Strategic Planning
  • 39. The Wisdom of Crowds
  • 40. The Wisdom of Crowds
  • 41. The Wisdom of Crowds
  • 43. “Getting a Seat at the Table” Image: http://www.flickr.com/photos/oskay/568630442/
  • 44. A Few Resources measuresofsuccess.com kdpaine.blogs.com iabc.com prsa.org instituteforpr.org metrica.net/measurementmatters communicationammo.com metricsman.wordpress.com toprankblog.com
  • 46. Thank You… Sean Williams Susan San Martin Robert Udowitz Jennifer Wilbur
  • 47. Questions? Photo: http://www.flickr.com/photos/27546063@N03/3717938304/ Find this presentation online at: http://www.slideshare.net/shonaliburke You can find me at: E-mail: sburke@shonaliburke.com Twitter: http://www.twitter.com/shonali Blog: www.WaxingUnLyrical.com Web: www.shonaliburke.com Skype: sburke15 Thank you!

Editor's Notes

  1. Influence & Engagement.