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Making Sense of Sensemaker®:
Evaluating Development Initiatives
through Micro-Narrative Capture
and Self-Tagging in Kenya
American Evaluation Association Conference
November, 2010
Dr. Irene Guijt, Learning by Design
John Hecklinger, GlobalGiving
1. Background and Context
2. Core Elements
3. “Signification Framework” Example
4. Analysis in Action
5. Actionable Learning
6. Next Steps
7. Applications
1
2
Rockefeller Foundation
(sponsor)
Team
Learning by Design
(methodology)
GlobalGiving
(operating system)
Cognitive Edge
(software)
GlobalGiving - generate non-intermediated target group feedback flows
Learning by Design - find a methodological option for ‘seeing’ emergence
Cognitive Edge - test application in international development
Rockefeller Foundation - fund methodological innovation
2
3
What is GlobalGiving?
1000+ Organizations Worldwide
$32,000,000+ to 3,000 Specific Projects
Sustainability Depends on Growth
Effective Fundraising Platform
Low Threshold to Get Listed
Median Donation = $50
Median Project Funds = $5,000
4
Nice, but
does it all
add up to
something?
Are we helping discovering “underdog” orgs and helping them become stars?
Are we helping organizations learn to be more effective?
Are GlobalGiving organizations different from others?
What is the risk profile of the 1000+ organizations on the GlobalGiving platform?
Are we delivering on our value prop to donors and organizations alike?
What can GG do to more efficiently respond to/enable/foster community efforts that aren't getting the attention
they deserve?
5
Current M&E Strategy
< Self Report
Visitor Postcard >
Self Reports
Visitor Postcards
Formal Evaluations
Crowd Feedback
Stories, stories, stories – but what does it all mean?
Quantity and quality Vary Widely/Project
No consistent structure for story capture
GG total staff of 25 based in Washington, DC
Radically improve usability and keep overhead reasonable through crowdsourcing?
6
Design Challenge
Problem with Statistics
- Unrealistic at GlobalGiving scale
- Hard to get at causes
- Difficult in complex cultural/geographical frames
Stories
- Few voices
- Self-selected
- Intermediary bias
- Questionable validity
- Quantity presents paradox of meaning
7
Design Challenge
Lesson from Slate: Instead of focusing on a few outrageous commenters, hotels and restaurants should be more
concerned about the patterns that emerge from the totality of their reviews.
8
Design Solution
Place Data in Narrative Context
Mass-Capture of Narrative Reveals Bias
Self-Signification Generates Quantitative Data
Signification Framework Generates Consistent Data
Analysis through Pattern Visualization
Information Capture in Natural Context - Stories
Information Analysis in Natural Context - Visualization
Attempt to Hear What Really Matters to People
9
Methodological Logic
Prompting Question
Stimulate/Dampen Patterns
Act on Signals
Story Capture
Self-Signification
Visualization
Discussion
Deepen Insights
Prompting question or image triggers a lived experience
Storyteller self-indexes story, gives meaning (can be done by others)
Software detects visual patterns among stories
Software enables deeper dive into individual stories
People discuss patterns and story clusters
Act on patterns, weak signals, phase shifts
Stimulate beneficial patterns; dampen undesirable ones
9
10
Stage 1 – Signification Framework
Stage 2 – On-The-Ground Learning
Stage 3 – Mass Capture
Stage 4 – Analysis
Stage 5 – Completing the Learning Loops
SenseMaker® in Kenya Pilot
11
Signification Framework –
Prompting Question
How to trigger GG-specific stories?
Controlling for projects/organizations in/out of GlobalGiving network
Is this the best prompting question?
12
Signification Framework - Triads
13
Signification Framework - Polarities
14
Signification Framework – Multi Choice
15
On the Ground Learning
Technology Problem (iTouch unrealistic, no computer labs available)
Effective Tech was Pencil and Paper (no bottlenecks, people-centric, partner-dependent)
Reliance on Incentivized Story Collectors (20 stories = 100 bob)
Events Catalyzed Story Collection (and sharing information back)
16
Mass Capture - Storytellers
VIDEO
17
Mass Capture - Actual Story
18
Mass Capture - Strategies
2,700 stories, 10 weeks, 50 collectors, $1,500
Collected on paper – then entered into online collection application
3000+ stories (2700 usable) in 10 weeks
50 volunteers earned $1,500 in incentives
Incentives matter, so does orientation and chasing
Target a focused time to trigger flood of stories
Used cell numbers and SMS for feedback and quality control
19
Analysis – Benchmarking GG Orgs
Visual combinations of triads, polarities, MCQ, demographics
SenseMaker Software: glance, browse, compare, range, distribute, cluster, graph, landscape
20
Analysis – What does failure look like?
Ability to drill down to individual stories
Enables discovery and enhances mind’s ability to see patterns
21
Analysis – Self-Reports vs. Stories
Stark difference between outsider tags of self-reports and community stories about the same projects
22
Community Members
(n = 2530)
#1 Food
#2 Shelter
#3 Safety
#4 Water
#5 HIV/AIDS
#6 Education
Experts/implementers
(n=65)
Analysis – Experts vs. Storytellers
Differences between community stories and expert tags
Differences between predictions and actualities
Differences are instructive, but both perspectives are valuable
23
Completing the Learning Loop - Ushahidi
Importance of Online and Offline Feedback
Offline Workshops – Online Visibility/Recognition
24
Completing the Learning Loop – Project Wall
Importance of Feeding Info into GlobalGiving Marketplace
Org Incentives and Recognition
25
What Gichuki Learned
“It is a gap we are seeing. A
gap between our service
and the community’s
awareness.”
- Francis Gichuki, Executive
Director, Trans-Noia Youth
Soccer Association on the
absence of stories about
their child rights program.
26
People Tell Stories and Want Acknowledgement
SenseMaker® Visualizations Work
Stories Help Organizations Learn
Self-Reports are Insufficient
Communities and Experts See Things Differently
Unfiltered Voices Can Be Heard
What GlobalGiving Learned
27
Refine Signification Framework
Expand Geographic Scope
Adopt as Fundamental GlobalGiving Tool
Seek Peer Review of Methodology
Use as Tool for Cross-Organization Learning
Create Do-It-Yourself Feedback Toolkit
Conduct Participatory Story Analysis Workshops
Next Steps
28
Organizational Aggregation from Diversity
Rolling Baselines
Cross-Organizational Comparisons
Focused Moments – MTRs, Final Evaluations
Understanding the Unanticipated
Applications

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Microsoft power point makingsenseofsensemaker

  • 1. 1 Making Sense of Sensemaker®: Evaluating Development Initiatives through Micro-Narrative Capture and Self-Tagging in Kenya American Evaluation Association Conference November, 2010 Dr. Irene Guijt, Learning by Design John Hecklinger, GlobalGiving 1. Background and Context 2. Core Elements 3. “Signification Framework” Example 4. Analysis in Action 5. Actionable Learning 6. Next Steps 7. Applications 1
  • 2. 2 Rockefeller Foundation (sponsor) Team Learning by Design (methodology) GlobalGiving (operating system) Cognitive Edge (software) GlobalGiving - generate non-intermediated target group feedback flows Learning by Design - find a methodological option for ‘seeing’ emergence Cognitive Edge - test application in international development Rockefeller Foundation - fund methodological innovation 2
  • 3. 3 What is GlobalGiving? 1000+ Organizations Worldwide $32,000,000+ to 3,000 Specific Projects Sustainability Depends on Growth Effective Fundraising Platform Low Threshold to Get Listed Median Donation = $50 Median Project Funds = $5,000
  • 4. 4 Nice, but does it all add up to something? Are we helping discovering “underdog” orgs and helping them become stars? Are we helping organizations learn to be more effective? Are GlobalGiving organizations different from others? What is the risk profile of the 1000+ organizations on the GlobalGiving platform? Are we delivering on our value prop to donors and organizations alike? What can GG do to more efficiently respond to/enable/foster community efforts that aren't getting the attention they deserve?
  • 5. 5 Current M&E Strategy < Self Report Visitor Postcard > Self Reports Visitor Postcards Formal Evaluations Crowd Feedback Stories, stories, stories – but what does it all mean? Quantity and quality Vary Widely/Project No consistent structure for story capture GG total staff of 25 based in Washington, DC Radically improve usability and keep overhead reasonable through crowdsourcing?
  • 6. 6 Design Challenge Problem with Statistics - Unrealistic at GlobalGiving scale - Hard to get at causes - Difficult in complex cultural/geographical frames Stories - Few voices - Self-selected - Intermediary bias - Questionable validity - Quantity presents paradox of meaning
  • 7. 7 Design Challenge Lesson from Slate: Instead of focusing on a few outrageous commenters, hotels and restaurants should be more concerned about the patterns that emerge from the totality of their reviews.
  • 8. 8 Design Solution Place Data in Narrative Context Mass-Capture of Narrative Reveals Bias Self-Signification Generates Quantitative Data Signification Framework Generates Consistent Data Analysis through Pattern Visualization Information Capture in Natural Context - Stories Information Analysis in Natural Context - Visualization Attempt to Hear What Really Matters to People
  • 9. 9 Methodological Logic Prompting Question Stimulate/Dampen Patterns Act on Signals Story Capture Self-Signification Visualization Discussion Deepen Insights Prompting question or image triggers a lived experience Storyteller self-indexes story, gives meaning (can be done by others) Software detects visual patterns among stories Software enables deeper dive into individual stories People discuss patterns and story clusters Act on patterns, weak signals, phase shifts Stimulate beneficial patterns; dampen undesirable ones 9
  • 10. 10 Stage 1 – Signification Framework Stage 2 – On-The-Ground Learning Stage 3 – Mass Capture Stage 4 – Analysis Stage 5 – Completing the Learning Loops SenseMaker® in Kenya Pilot
  • 11. 11 Signification Framework – Prompting Question How to trigger GG-specific stories? Controlling for projects/organizations in/out of GlobalGiving network Is this the best prompting question?
  • 15. 15 On the Ground Learning Technology Problem (iTouch unrealistic, no computer labs available) Effective Tech was Pencil and Paper (no bottlenecks, people-centric, partner-dependent) Reliance on Incentivized Story Collectors (20 stories = 100 bob) Events Catalyzed Story Collection (and sharing information back)
  • 16. 16 Mass Capture - Storytellers VIDEO
  • 17. 17 Mass Capture - Actual Story
  • 18. 18 Mass Capture - Strategies 2,700 stories, 10 weeks, 50 collectors, $1,500 Collected on paper – then entered into online collection application 3000+ stories (2700 usable) in 10 weeks 50 volunteers earned $1,500 in incentives Incentives matter, so does orientation and chasing Target a focused time to trigger flood of stories Used cell numbers and SMS for feedback and quality control
  • 19. 19 Analysis – Benchmarking GG Orgs Visual combinations of triads, polarities, MCQ, demographics SenseMaker Software: glance, browse, compare, range, distribute, cluster, graph, landscape
  • 20. 20 Analysis – What does failure look like? Ability to drill down to individual stories Enables discovery and enhances mind’s ability to see patterns
  • 21. 21 Analysis – Self-Reports vs. Stories Stark difference between outsider tags of self-reports and community stories about the same projects
  • 22. 22 Community Members (n = 2530) #1 Food #2 Shelter #3 Safety #4 Water #5 HIV/AIDS #6 Education Experts/implementers (n=65) Analysis – Experts vs. Storytellers Differences between community stories and expert tags Differences between predictions and actualities Differences are instructive, but both perspectives are valuable
  • 23. 23 Completing the Learning Loop - Ushahidi Importance of Online and Offline Feedback Offline Workshops – Online Visibility/Recognition
  • 24. 24 Completing the Learning Loop – Project Wall Importance of Feeding Info into GlobalGiving Marketplace Org Incentives and Recognition
  • 25. 25 What Gichuki Learned “It is a gap we are seeing. A gap between our service and the community’s awareness.” - Francis Gichuki, Executive Director, Trans-Noia Youth Soccer Association on the absence of stories about their child rights program.
  • 26. 26 People Tell Stories and Want Acknowledgement SenseMaker® Visualizations Work Stories Help Organizations Learn Self-Reports are Insufficient Communities and Experts See Things Differently Unfiltered Voices Can Be Heard What GlobalGiving Learned
  • 27. 27 Refine Signification Framework Expand Geographic Scope Adopt as Fundamental GlobalGiving Tool Seek Peer Review of Methodology Use as Tool for Cross-Organization Learning Create Do-It-Yourself Feedback Toolkit Conduct Participatory Story Analysis Workshops Next Steps
  • 28. 28 Organizational Aggregation from Diversity Rolling Baselines Cross-Organizational Comparisons Focused Moments – MTRs, Final Evaluations Understanding the Unanticipated Applications