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Be Networked, Use Measurement,
      and Make Sense of Your Data
Beth Kanter, Author, Blogger, and Master Trainer
                  February 20, 2013
Agenda


   AGENDA
                                            OUTCOMES
                                        Leave workshop ready
Becoming Data                           to take a small step to
Informed                                  improve how you
                                         measure and learn to
                                         improve your social
Nonprofit Measurement
                                           media strategy!
Stories

How To Measure Social
Media in 7 Easy Steps
                        • Interactive
Beth Kanter: Master Trainer, Blogger, Author, ChangeMaker
Meet Keo Savon




I’m donating my author royalties to the Sharing Foundation’s Education Program
                            to send her to college!
Is Your NP Using Online Social Networks for
              Social Change?




 Stand Up and Remain
       Standing
                           Photo by net_efekt
Stay standing if your
organization is using
networks and social media
effectively and getting
measurable results?
Social Media Nonprofit ROI Poetry Slam
2009
Used Design-Thinking To Develop Book




 Packard Foundation – OE Program
Maturity of Practice Framework

  If you can’t fly then run, if you can’t run
then walk, if you can’t walk then crawl, but
whatever you do you have to keep moving
                   forward.”
Where to focus …
 CRAWL               WALK                      RUN                         FLY




                 Linking Social with    Ladder of               Network Building
Communications   Results and            Engagement
Strategy         Networks                                       Many Free Agents work for
Development                             Content Strategy        you
                 Pilot: Focus one
Culture Change   program or channel     Best Practices          Multi-Channel
                 with measurement                               Engagement, Content, and
                                        Measurement and         Measurement
                 Incremental Capacity   learning in all above
                                                                Reflection and Continuous
                                                                Improvement
Share Pair: Where Is Your Organization?
Where is your nonprofit now? What does that look like?
     What do you need to get to the next level?
Maturity of Practice: Crawl-Walk-Run-Fly
                                                   CRAWL -1   WALK-2   RUN-3   FLY-4
Categories  Practices                      Score
CULTURE     Networked Mindset              1.14
            Institutional Support          1.62
CAPACITY    Staffing                       1.24
            Communications Strategy        1.38
MEASUREMENT Analysis                       1.14
            Tools                          1.52
            Adjustment                     1.67
LISTENING   Brand Monitoring               1.19
            Influencer Research            1.19
CONTENT     Integration and Optimization   1.29
ENGAGEMENT Ladder of Engagement            1.14
 NETWORK    Champions/Aligned Partners     1.10
            Relationship Mapping           1.29
The Data Informed Nonprofit
What’s Your Biggest Measurement Challenge?




Lack of time
Concern that social media does not return ROI
Lack of Skills
Defining success or results
Identifying right KPI
Tools to collect and analyze data
Making sense and learning from the data
The Five Stages of Measurement
Acceptance in the Nonprofit Sector

                                       Data
                             Delight   Informed
                 Confusion
          Fear
 Denial
Denial

         I don’t have the time
              to measure.
Fear
       What if my strategy
       or program doesn’t
         show success?
Confusion     I know I should
            measure our social
                 media and
             network, but not
            sure what or how?
Delight



          Hey check out
            these cool
           charts and
             graphics!
Data Informed
                Successful networks and
                social media start with
                    measurement
CWRF: Becoming Data Informed: What Does It look like?



       Crawl                    Walk                        Run                        Fly
 Lacks consistent data      Data collection          Data from multiple           Org Wide KPIs
       collection          consistent but not              sources
                                 shared
   No reporting or          Data not linked to     System and structure for        Organizational
      synthesis          results, could be wrong        data collection           Dashboard with
                                   data                                       different views, sharing


Decisions based on gut   Rarely makes decisions       Discussed at staff        Data visualization,
                               to improve            meetings, decisions        reporting, formal
                                                        made using it           reflection process


                               Analysis
                               Tools
                               Sense-Making
Data-Informed Culture: It starts from the top!




                         Do Something.org
Tear down those silos and walls around data …
More time think about that the data, then collect it
Video
Why did it fail?
What did we learn?
What insights can
use next time
around?




DoSomething.Org’s Fail Fest
CWRF: Becoming Data Informed: What Does It look like?



       Crawl                    Walk                        Run                        Fly
 Lacks consistent data      Data collection          Data from multiple           Org Wide KPIs
       collection          consistent but not              sources
                                 shared
   No reporting or          Data not linked to     System and structure for        Organizational
      synthesis          results, could be wrong        data collection           Dashboard with
                                   data                                       different views, sharing


Decisions based on gut   Rarely makes decisions       Discussed at staff        Data visualization,
                               to improve            meetings, decisions        reporting, formal
                                                        made using it           reflection process


                               Analysis
                               Tools
                               Sense-Making
Advice for Nonprofits: Becoming Data-Informed:


                          • Use the 7 Steps of
                            Measurement
                          • Identify small
                            pilots and iterate
                          • Don’t let lack of
                            data nerd skills
                            stop you …
The 7 Simple Steps of Measurement

                    Goal

    Insight                      Audience




  Tool                                 Cost




              KPI          Benchmark
Measurement Pilots: Small Steps

       Audience: Artists and people in their community

       Show the human face of artists, remove the mystique, get
       audience to share their favorites, connect with other
       organizations.


       Focused on one channel (Facebook) to use best practices to:


       Increase engagement by comments per post
       Content analysis of conversations: Does it make the
       organization more accessible?

       Increase enrollment in classes and attendance at events
       10% new students /attenders say they heard about us
       through Facebook
Define Success, Pick The Right Data Points
Result                        KPI - Metric
Increase donations            % reduction in cost per dollar raised
Increase donor base           % increase in new donors

Increase number of            % increase in volunteers
volunteers

Increase awareness            % increase in awareness,
                              % increase in visibility/prominence,
                              Positive correlation between increase
                              in donors vs. visibility
Improve relationships with    % improvement in relationship scores,
existing donors/volunteers    % increase in donation from existing
                              donors
Improve engagement with       % increase in engagement (comments
stakeholders                  on YouTube, shares on Facebook,
                              comments on blog, etc.

Change in behavior            % decrease in bad behavior,
                              % increase in good behavior
Change in attitude about      % increase in trust score or relationship
your organization             score
Increase in skills and        Increase in revenue per employee,
knowledge of staff Learning   % employees understanding their roles
                              and organizational mission
Share Pair

• What’s your definition of success? (Pick
  One)
• What are your most important metrics to
  measure along the way?
Hooking Up Your Measurement Dashboard
Setting Up Measurement Dashboard: Flying
Goal: Grow the Movement
   MomsRising is building a strong multicultural movement of people who
   care about family economic security and well-being.

 Need To Know                       KPI
 Are we adding new members? Increased New Members
 Are we losing members?             Decreased Lapsed Members
 Are we diversifying                Number of Collaborations
 membership?                        with multicultural orgs
Growing the Movement: Web Site and Email Metrics
               Website Metrics




                             Google Analytics
                             & CMS Analytics
Growing the Movement: Social Media Metrics
               Social Media Metrics




  Twitter
  Facebook
  Twitalyzer
  Klout
Qualitative Data
Qualitative Feedback
Share Pair

• Now that you have defined success and
  identified KPIs, what are your key
  performance metrics for Web, Email, or
  Social Media?
• Do you need any qualitative data?
What do you not need to collect?




                Easy           Hard


                               Not
              Useful
                              Useful
Evaluate Your Key Performance Metrics: Useful

• If you collected this metric, how many people in
  your organization would care?

1: No One ………………………………..……….. 5: Everyone



• To what extent would tracking this metric help you
  make better decisions?

1: Not at all………………………………………..5: A Great Deal
Evaluate Your Key Performance Metrics: Ease of Collection

  • Are you currently tracking this metric?
  • Can it be easily and quickly captured or exported into a
    spreadsheet?
  • Can you easily summarize or analyze this metric?
  • If qualitative data, can you easily and quickly do a
    content analysis manually or with an automated
    system?
Don’t Get Distracted With Tools
Right Tool for the Job


Content      • Positioning
             • Themes
Analysis     • Sentiment


 Survey      • Awareness
             • Relationships
Research     • Preferences, Perception


  Web        • Engagement

Analytics    • Action




                             51
Maturity of Practice: CWRF – Measuring Content

  CRAWL                  WALK                    RUN                    FLY

  Shares content that    Uses an editorial       Uses an editorial      Uses an editorial
  may be relevant to     calendar to align       calendar to align      calendar to align
  audience, but not      content with            content with           content with
  consistently and not   objectives and          objectives and         objectives and
  measuring              audiences to publish    audiences to publish   audiences to publish
                         across channels         across channels        across channels
                         consistently – aligns   consistently and       consistently,
                         with program and        measures               measures
                         advocacy calendars      performance            performance, and
                                                                        uses data to plan
                                                                        content
Editorial Calendar Example
                                       January 2013




Include hashtags (#) and URL resources for staff to do some research on topics

United Ways of California
www.unitedwaysCA.org
Measuring Your Content: To What End?

Result           Metrics       Analysis Question
Consumption      Views         Does your audience care about the topics your
                 Reach
                 Followers
                               content covers? Are they consuming your
                               content?
Engagement       Re-tweets     Does your content mean enough to your
                 Shares
                 Comments
                               audience for them to share it or engage with it?

Action           Referrals     Does your content help you achieve your goals?
                 Sign Ups
                 Phone Calls
Revenue          Dollars       Does your content help you raise money, recruit
                 Donors
                 Volunteers
                               volunteers or save time?
Collect Less, Think About It More
Review your Spreadsheet for 20 Minutes




                     Look for patterns
Data Without Insight is Trivia
Use Your Data For Editorial Decision-Making
Is the time you
are spending on
  social media
    worth it?
How much did it cost?

            Be honest – Social
            Media is not “free”
            Be transparent
            Given your
            investment, are
            your expected
            results reasonable?
            Compare alternate
            ways to achieve
            goals
Results                               Value/Cost                              Metric
Increase donations                    More efficient fund raising             % reduction in cost per dollar raised
Increase donor base                   More revenue from a more diverse        % increase in new donors
                                      base
Increase number of volunteers         More gets done,                         % increase in volunteers
                                      Less burden on existing volunteers or
                                      staff
Increase awareness                    Increase donors/volunteers              % increase in awareness,
                                      Change in behavior                      % increase in visibility/prominence,
                                                                              Positive correlation between
                                                                              increase in donors vs. visibility
Improve relationships with existing   Better management, more stable          % improvement in relationship
donors/volunteers                     finances                                scores,
                                                                              % increase in donation from existing
                                                                              donors
Improve engagement with               Better feedback and ideas for           % increase in engagement
stakeholders                          innovation                              (comments on YouTube, shares on
                                      Better understanding of attitudes       Facebook, comments on blog, etc.
                                      and perceptions of stakeholders
Change in behavior                    Achieve the mission                     % decrease in bad behavior,
                                                                              % increase in good behavior
Change in attitude about your         % likely to volunteer or donate         % increase in trust score or
organization                          increases                               relationship score
Increase in skills and knowledge of   Improved results from intangible to     Increase in revenue per employee,
staff Learning                        tangible                                % employees understanding their
                                      Using best practices, saving time       roles and organizational mission
Was Your Time Worth It?
800,000         Uniques                                           180,000


700,000         Twitter Referring Traffic                         160,000

                Facebook Referring Traffic                        140,000
600,000

                                                                  120,000
500,000
                                                                  100,000
400,000
                                                                  80,000
300,000
                                                                  60,000

200,000
                                                                  40,000

100,000                                                           20,000

     0                                                            0
            January                    February   March   April




                  Tracked Results:
            Stage 1 – Integrated into staff
          Stage 2 – Hired social media staff
Use Measurement To Improve
Affordable Losses



          Insert Report Card Image




          Growth Mindset VS Fixed Mindset
Share Pair: Using Measurement To Improve
Does Your Organization Have A Formal Process For
            Learning From “Failure”?
The After Action Review




Source: Michelle Martin - http://michelemmartin.wikispaces.com/Reflective+Practice+for+TAFE
What Typically Happens?
The Failure Bow




1.   Raise hands in the air and bow
2.   Grin like a submissive dog
3.   Say Thank You I’ve Failed
4.   Move on and learn
Specific Time for Reflection and Improvement
                  Step 7 – Analyze Results




Joyful Funerals                 Metrics Mondays

 1. Fail
 2. Increment al Success
 3. Dramatic Success
Global Giving Staff Meeting: Who is the Biggest Loser?
Asking Powerful Questions
Summary

Think about how to implement incremental changes in your
networked strategy and social media practice to build capacity

Start with small pilots and iterate using the 7 steps of
measurement

Define success and the “kicking butt index” first

Don’t get distracted by too much data or tools – but pick the right
tool for the job

Use measurement to improve what you’re doing, not to pat
yourself on the back
One Minute of Silence: What is one idea that you can put into
                    practice next week?




     Flickr Photo by John K
Thank you!




www.bethkanter.org
www.facebook.com/beth.kanter.blog
@kanter on Twitter

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Compasspoint Measurement Workshop

  • 1. Be Networked, Use Measurement, and Make Sense of Your Data Beth Kanter, Author, Blogger, and Master Trainer February 20, 2013
  • 2. Agenda AGENDA OUTCOMES Leave workshop ready Becoming Data to take a small step to Informed improve how you measure and learn to improve your social Nonprofit Measurement media strategy! Stories How To Measure Social Media in 7 Easy Steps • Interactive
  • 3. Beth Kanter: Master Trainer, Blogger, Author, ChangeMaker
  • 4. Meet Keo Savon I’m donating my author royalties to the Sharing Foundation’s Education Program to send her to college!
  • 5. Is Your NP Using Online Social Networks for Social Change? Stand Up and Remain Standing Photo by net_efekt
  • 6. Stay standing if your organization is using networks and social media effectively and getting measurable results?
  • 7.
  • 8. Social Media Nonprofit ROI Poetry Slam 2009
  • 9.
  • 10. Used Design-Thinking To Develop Book Packard Foundation – OE Program
  • 11. Maturity of Practice Framework If you can’t fly then run, if you can’t run then walk, if you can’t walk then crawl, but whatever you do you have to keep moving forward.”
  • 12. Where to focus … CRAWL WALK RUN FLY Linking Social with Ladder of Network Building Communications Results and Engagement Strategy Networks Many Free Agents work for Development Content Strategy you Pilot: Focus one Culture Change program or channel Best Practices Multi-Channel with measurement Engagement, Content, and Measurement and Measurement Incremental Capacity learning in all above Reflection and Continuous Improvement
  • 13. Share Pair: Where Is Your Organization? Where is your nonprofit now? What does that look like? What do you need to get to the next level?
  • 14. Maturity of Practice: Crawl-Walk-Run-Fly CRAWL -1 WALK-2 RUN-3 FLY-4 Categories Practices Score CULTURE Networked Mindset 1.14 Institutional Support 1.62 CAPACITY Staffing 1.24 Communications Strategy 1.38 MEASUREMENT Analysis 1.14 Tools 1.52 Adjustment 1.67 LISTENING Brand Monitoring 1.19 Influencer Research 1.19 CONTENT Integration and Optimization 1.29 ENGAGEMENT Ladder of Engagement 1.14 NETWORK Champions/Aligned Partners 1.10 Relationship Mapping 1.29
  • 15. The Data Informed Nonprofit
  • 16.
  • 17. What’s Your Biggest Measurement Challenge? Lack of time Concern that social media does not return ROI Lack of Skills Defining success or results Identifying right KPI Tools to collect and analyze data Making sense and learning from the data
  • 18. The Five Stages of Measurement Acceptance in the Nonprofit Sector Data Delight Informed Confusion Fear Denial
  • 19. Denial I don’t have the time to measure.
  • 20. Fear What if my strategy or program doesn’t show success?
  • 21. Confusion I know I should measure our social media and network, but not sure what or how?
  • 22. Delight Hey check out these cool charts and graphics!
  • 23. Data Informed Successful networks and social media start with measurement
  • 24. CWRF: Becoming Data Informed: What Does It look like? Crawl Walk Run Fly Lacks consistent data Data collection Data from multiple Org Wide KPIs collection consistent but not sources shared No reporting or Data not linked to System and structure for Organizational synthesis results, could be wrong data collection Dashboard with data different views, sharing Decisions based on gut Rarely makes decisions Discussed at staff Data visualization, to improve meetings, decisions reporting, formal made using it reflection process Analysis Tools Sense-Making
  • 25. Data-Informed Culture: It starts from the top! Do Something.org
  • 26.
  • 27. Tear down those silos and walls around data …
  • 28. More time think about that the data, then collect it
  • 29.
  • 30. Video
  • 31.
  • 32. Why did it fail? What did we learn? What insights can use next time around? DoSomething.Org’s Fail Fest
  • 33. CWRF: Becoming Data Informed: What Does It look like? Crawl Walk Run Fly Lacks consistent data Data collection Data from multiple Org Wide KPIs collection consistent but not sources shared No reporting or Data not linked to System and structure for Organizational synthesis results, could be wrong data collection Dashboard with data different views, sharing Decisions based on gut Rarely makes decisions Discussed at staff Data visualization, to improve meetings, decisions reporting, formal made using it reflection process Analysis Tools Sense-Making
  • 34. Advice for Nonprofits: Becoming Data-Informed: • Use the 7 Steps of Measurement • Identify small pilots and iterate • Don’t let lack of data nerd skills stop you …
  • 35. The 7 Simple Steps of Measurement Goal Insight Audience Tool Cost KPI Benchmark
  • 36. Measurement Pilots: Small Steps Audience: Artists and people in their community Show the human face of artists, remove the mystique, get audience to share their favorites, connect with other organizations. Focused on one channel (Facebook) to use best practices to: Increase engagement by comments per post Content analysis of conversations: Does it make the organization more accessible? Increase enrollment in classes and attendance at events 10% new students /attenders say they heard about us through Facebook
  • 37. Define Success, Pick The Right Data Points
  • 38. Result KPI - Metric Increase donations % reduction in cost per dollar raised Increase donor base % increase in new donors Increase number of % increase in volunteers volunteers Increase awareness % increase in awareness, % increase in visibility/prominence, Positive correlation between increase in donors vs. visibility Improve relationships with % improvement in relationship scores, existing donors/volunteers % increase in donation from existing donors Improve engagement with % increase in engagement (comments stakeholders on YouTube, shares on Facebook, comments on blog, etc. Change in behavior % decrease in bad behavior, % increase in good behavior Change in attitude about % increase in trust score or relationship your organization score Increase in skills and Increase in revenue per employee, knowledge of staff Learning % employees understanding their roles and organizational mission
  • 39. Share Pair • What’s your definition of success? (Pick One) • What are your most important metrics to measure along the way?
  • 40. Hooking Up Your Measurement Dashboard
  • 41. Setting Up Measurement Dashboard: Flying Goal: Grow the Movement MomsRising is building a strong multicultural movement of people who care about family economic security and well-being. Need To Know KPI Are we adding new members? Increased New Members Are we losing members? Decreased Lapsed Members Are we diversifying Number of Collaborations membership? with multicultural orgs
  • 42. Growing the Movement: Web Site and Email Metrics Website Metrics Google Analytics & CMS Analytics
  • 43. Growing the Movement: Social Media Metrics Social Media Metrics Twitter Facebook Twitalyzer Klout
  • 45.
  • 46. Share Pair • Now that you have defined success and identified KPIs, what are your key performance metrics for Web, Email, or Social Media? • Do you need any qualitative data?
  • 47. What do you not need to collect? Easy Hard Not Useful Useful
  • 48. Evaluate Your Key Performance Metrics: Useful • If you collected this metric, how many people in your organization would care? 1: No One ………………………………..……….. 5: Everyone • To what extent would tracking this metric help you make better decisions? 1: Not at all………………………………………..5: A Great Deal
  • 49. Evaluate Your Key Performance Metrics: Ease of Collection • Are you currently tracking this metric? • Can it be easily and quickly captured or exported into a spreadsheet? • Can you easily summarize or analyze this metric? • If qualitative data, can you easily and quickly do a content analysis manually or with an automated system?
  • 51. Right Tool for the Job Content • Positioning • Themes Analysis • Sentiment Survey • Awareness • Relationships Research • Preferences, Perception Web • Engagement Analytics • Action 51
  • 52. Maturity of Practice: CWRF – Measuring Content CRAWL WALK RUN FLY Shares content that Uses an editorial Uses an editorial Uses an editorial may be relevant to calendar to align calendar to align calendar to align audience, but not content with content with content with consistently and not objectives and objectives and objectives and measuring audiences to publish audiences to publish audiences to publish across channels across channels across channels consistently – aligns consistently and consistently, with program and measures measures advocacy calendars performance performance, and uses data to plan content
  • 53. Editorial Calendar Example January 2013 Include hashtags (#) and URL resources for staff to do some research on topics United Ways of California www.unitedwaysCA.org
  • 54. Measuring Your Content: To What End? Result Metrics Analysis Question Consumption Views Does your audience care about the topics your Reach Followers content covers? Are they consuming your content? Engagement Re-tweets Does your content mean enough to your Shares Comments audience for them to share it or engage with it? Action Referrals Does your content help you achieve your goals? Sign Ups Phone Calls Revenue Dollars Does your content help you raise money, recruit Donors Volunteers volunteers or save time?
  • 55. Collect Less, Think About It More
  • 56. Review your Spreadsheet for 20 Minutes Look for patterns
  • 57. Data Without Insight is Trivia
  • 58. Use Your Data For Editorial Decision-Making
  • 59. Is the time you are spending on social media worth it?
  • 60. How much did it cost? Be honest – Social Media is not “free” Be transparent Given your investment, are your expected results reasonable? Compare alternate ways to achieve goals
  • 61. Results Value/Cost Metric Increase donations More efficient fund raising % reduction in cost per dollar raised Increase donor base More revenue from a more diverse % increase in new donors base Increase number of volunteers More gets done, % increase in volunteers Less burden on existing volunteers or staff Increase awareness Increase donors/volunteers % increase in awareness, Change in behavior % increase in visibility/prominence, Positive correlation between increase in donors vs. visibility Improve relationships with existing Better management, more stable % improvement in relationship donors/volunteers finances scores, % increase in donation from existing donors Improve engagement with Better feedback and ideas for % increase in engagement stakeholders innovation (comments on YouTube, shares on Better understanding of attitudes Facebook, comments on blog, etc. and perceptions of stakeholders Change in behavior Achieve the mission % decrease in bad behavior, % increase in good behavior Change in attitude about your % likely to volunteer or donate % increase in trust score or organization increases relationship score Increase in skills and knowledge of Improved results from intangible to Increase in revenue per employee, staff Learning tangible % employees understanding their Using best practices, saving time roles and organizational mission
  • 62. Was Your Time Worth It? 800,000 Uniques 180,000 700,000 Twitter Referring Traffic 160,000 Facebook Referring Traffic 140,000 600,000 120,000 500,000 100,000 400,000 80,000 300,000 60,000 200,000 40,000 100,000 20,000 0 0 January February March April Tracked Results: Stage 1 – Integrated into staff Stage 2 – Hired social media staff
  • 64. Affordable Losses Insert Report Card Image Growth Mindset VS Fixed Mindset
  • 65. Share Pair: Using Measurement To Improve Does Your Organization Have A Formal Process For Learning From “Failure”?
  • 66. The After Action Review Source: Michelle Martin - http://michelemmartin.wikispaces.com/Reflective+Practice+for+TAFE
  • 68. The Failure Bow 1. Raise hands in the air and bow 2. Grin like a submissive dog 3. Say Thank You I’ve Failed 4. Move on and learn
  • 69. Specific Time for Reflection and Improvement Step 7 – Analyze Results Joyful Funerals Metrics Mondays 1. Fail 2. Increment al Success 3. Dramatic Success
  • 70. Global Giving Staff Meeting: Who is the Biggest Loser?
  • 72. Summary Think about how to implement incremental changes in your networked strategy and social media practice to build capacity Start with small pilots and iterate using the 7 steps of measurement Define success and the “kicking butt index” first Don’t get distracted by too much data or tools – but pick the right tool for the job Use measurement to improve what you’re doing, not to pat yourself on the back
  • 73. One Minute of Silence: What is one idea that you can put into practice next week? Flickr Photo by John K

Editor's Notes

  1. Becoming Networked Nonprofits: What Nonprofit Leaders Need to Know to Succeed in Age of Connectedness
  2. Worked in the nonprofit sector for over 33 years. Had a front row seat at the creation of a field – nonprofit technology – use of technology for mission-driven work. I’m a master trainer so I get to travel around the work and work with changemakers on how to use the tools for social change or mission driven work. Most recently, have designed and delivered curriculum for nonprofits to become networked nonprofit – Middle East, Africa, India, etc. There are wicked problems in the world -- I’m passionate about social change and strongly believe that two of the skills that nonprofits need to embrace to solve them. Also a share of the royalities are going
  3. Meet KeoSavon. It is important to me that the book has a social change mission so I am donating my royalities to send her to college in Cambodia through supporting the Sharing Foundation program for education. It will make difference in her life.She is a civil engineering major and is 2nd in her class. I met her this summer when I visited Cambodia. She lives in the orphanage that my daughter came from in Cambodia – and KeoSavon also calls me “mom.” She told me she wants to go to graduate school in the US – MIT or Stanford. I told her that I would have to sell a lot of books!
  4. The book covers basic measurement techniques and frameworks like how to measure engagement, relationships, influence, define success, social fundraising, as well as some of the more difficult networked nonprofit strategies like networks, transparency, and crowdsourcing.It has a lot of practical information and tips – but I’d like to share with you one idea from the book – and that’s about becoming data informed, but first I have to tell you about my own measurement story.
  5. The book covers basic measurement techniques and frameworks like how to measure engagement, relationships, influence, define success, social fundraising, as well as some of the more difficult networked nonprofit strategies like networks, transparency, and crowdsourcing.It has a lot of practical information and tips – but I’d like to share with you one idea from the book – and that’s about becoming data informed, but first I have to tell you about my own measurement story.
  6. http://www.flickr.com/photos/oreoqueen/3235090633/in/faves-cambodia4kidsorg/http://www.flickr.com/photos/jonathandesign/7031920221/in/faves-cambodia4kidsorg/http://www.flickr.com/photos/bdfbrasil/2416260064/sizes/m/in/faves-cambodia4kidsorg/http://www.flickr.com/photos/levymh/6891554365/in/faves-cambodia4kidsorg/
  7. http://www.flickr.com/photos/firecloak/6774418629/sizes/l/in/photostream/
  8. http://www.flickr.com/photos/hockeyshooter/4132732687/
  9. http://www.flickr.com/photos/theimagegroup/369893824/
  10. The “Crawl, Walk, Run, Fly” Maturity of Social Media practice framework is in Beth’s next book, Measuring the Networked Nonprofit. We used to help us design the program, determine process outcomes, and help us evaluate our progress.Explain modelPhotos: Runhttp://www.flickr.com/photos/clover_1/2647983567/Flyhttp://www.flickr.com/photos/micahtaylor/5018789937/
  11. There’s another important organizational skill - data-informed this describes agile, responsive, and intelligent nonprofitsthat are better able to succeed in a rapidly changing environment and can fuel networks of networks. DoSomething.org has a big hairy social change goal:  To harnesses teenage energy and unleash it on causes teens care about by launching a national campaign per week.  The call to action is always something that has a real impact and does not require money, an adult, or a car.   Their measurable goal is to get 5 million active teen members engaged in social change campaigns by 2015.    Their use of social media, mobile, and data all strategically selected and use to reach that goal.They are a networked nonprofit with a data informed culture – and it started at the top with their board and advisors ..Reid Hoffman and DjPatil – “A Data Scientist” – have advised the CEO – Nancy Lublin – not only what infrastructure is needed to collect and make sense of data, but how she as the leader can’t rely on hunches – decisions – have to be informed by data.
  12. http://www.flickr.com/photos/mkrigsman/3428179614/DoSomething has two data analyst positions on staff .. And they aren’t sitting in the corner playing with their spreadsheetsWhile a big part of their job is to become the stewards of the dashboard, they work with staff – so that making sense of data Is not an adhoc process, but one of continous improvement of the programs. The data analysts work collaboratively with staff to help them apply and understand their data.
  13. One of their organizational mantra is “Spend More Time Thinking About The Data, Less On Collecting ItPregnancy Text” Campaign featured on their quarterly dashboard.    This clever sex education campaign is an updated version of the teen pregnancy education program where young people carried eggs around and pretend they are babies.   It was a text campaign where teens opted in to receive texts on their mobile phones from the “baby.”     Once they joined (and they could share it with their friends). they received regular annoying text messages at all hours from the “baby”  that poops, cries, and needs their immediate attention.The team at DoSomething.org uses data to base the program design, key performance indicators and a hypothesis to be tested.    They looked at  survey data from the National Campaign:  nearly 9 in 10 (87%) young people surveyed also say that it would be much easier for teens to delay sexual activity and avoid teen pregnancy if they were able to have more open, honest conversations about these topics with their parents and/or friends.    So, success of this campaign would be mean that participants talk with their family or friends about the issue and delay sexual activity.The basic design had those who signed up challenge their friends to take care of a text baby either by (1) going to DoSomething website and selecting 5 friends to challenge or (2) after receiving a text from DoSomething (sent to DoSomething’s 300k mobile subscribers) would opt to challenge friends after reading a quick stat on US teen pregnancy.   Participants that accepted the challenge would then start receiving texts the following morning from the text-baby.  After completing the challenge user were prompted to send it to their own friends.DoSomething.org also followed up with 5k of the users with a text-based survey to measure impact.Once defining success and identifying the right data collect, here’s some of the insights they gleaned  according to Nancy Lublin, CEO of DoSomething and Jeffrey Bladt:SMS as a platform:  They are monitoring engagement per communication channel and it has revealed SMS to be 30xs more powerful for getting their users to take action as compared to emailChallenging 5 friends: we’ve tested various group sizes for SMS experience and have found the a group of 6 (1 alpha inviting friends) leads to the highest overall engagementResearch Based Messaging:  The general messaging for the campaign was based on survey findings that found (1) big scare tactics (e.g. getting pregnant = not going to college) we not as effective as highlighting who being a teen parent changes daily life (e.g can’t go to the movies because baby sitter cancelled); (2) a CDC report that found: “The impact of strong pregnancy prevention messages directed to teenagers has been credited with the [recent] teen birth rates decline.A/B Testing: They pre-tested different messages and frequency of sending the messages to smaller test groups of  teens to optimize the number of messages the baby would send during the day, as well as the content.   They ended up doubling the frequency and rewording several interactions as well as building in a response system (so the baby would respond if  teen texted an unsolicited response).  The insights from these tests pushed up engagement and likelihood of forwarding at the end.Impact:  They did a survey to measure this.   1 in 2 teens said that taking the Pregnancy Text made it more likely that they would talk about the issue of teen pregnancy with their family and friends.As you can see from the above insights,  DoSomething just not gather and analyze topline data:101,444 people took part in the campaign with 100,000 text-babies delivered171,000 unsolicited incoming messages, or 1 every 20 seconds for the duration of the campaign. During the initial launch period (first 2 weeks), a new text message was received every 10 seconds.For every 1 direct sign-up, DoSomething gained 2.3 additional sign-ups from forward to a friend functionality.  The viral coefficient was between 0.60 and 0.70 for the campaign.1 in 4 (24%) of teens could not finish a day with their text-baby (texted a stop word to the baby)DoSomething.org uses its data to continuously improve programs, develop content, and shape campaign strategies. So DoSomething.org wants its staff to spend more of its brainpower thinking about the data, rather than collecting it. To ensure that this happens, DoSomething.org’s Data Analyst Bob Filbin’s job is more than programming formulas in Excel spreadsheets. Says Filbin, “One of the biggest barriers in nonprofits is finding the time to collect data, the time to analyze, and the time to act on it. Unless someone is put in charge of data, and it’s a key part of their job description, accelerating along the path towards empowered data-informed culture is going to be hard, if not impossible.”
  14. No addhttp://www.youtube.com/watch?v=QhgsJjNVbu0http://gawker.com/5950941/kathie-lee-dropped-a-puppy-on-his-head-on-live-tv-todayhttp://www.youtube.com/watch?v=sQzo_3yIc8M
  15. Back in the office, the data scientists were looking at the data in real time to figure out what was driving people to their landing page and getting them to sign up.
  16. Fail Fest And Pink Boas: Don’t Be Afraid To FailDoSomething.org doesn’t use its data to pat itself on the back or make the staff feel good. Lublin notes that they’re not afraid of failure. They hold regular “Fail Fest” meetings, where each person on staff has to present a campaign or program failure. They share three things they learned about themselves and three things the organization learned. To remove the stigma from failure, Lublin says, “We have to wear pink boas when we present.” http://www.flickr.com/photos/ruminatrix/2734602916/in/faves-cambodia4kidsorg/
  17. The “Crawl, Walk, Run, Fly” Maturity of Social Media practice framework is in Beth’s next book, Measuring the Networked Nonprofit. We used to help us design the program, determine process outcomes, and help us evaluate our progress.Explain modelPhotos: Runhttp://www.flickr.com/photos/clover_1/2647983567/Flyhttp://www.flickr.com/photos/micahtaylor/5018789937/
  18. Becoming Data-Informed: Change Is Easy With Baby StepsChanging an organization’s culture to a more data-informed approach must begin with baby steps. While it does not have to be difficult to orchestrate, it does need to start from the top. Unless senior management can agree on the definitions of success and how they will be measured, you can waste a tremendous amount of time accumulating data but not using it. In Chapter 4, we describe the basic steps of any measurement program and discuss how to set up a measurement pilot program. Chapter 5 discusses how to identify the value of success. Getting started on the path to becoming a data-informed nonprofit is a matter of having some important internal conversations. It is not just about having new inspiration about measurement or working with new tools; it means thinking differently about the organization and how it works.Begin at the End: Discuss and Identify ResultsIf your organization doesn’t know exactly what you’re going to measure, you can’t become data-informed. Unless you have a discussion upfront of what success looks like, you’ll end up collecting data, but it won’t help you make decisions. You will waste your time. So begin at the end by carefully identifying desired outcomes. Don’t be afraid of a bit of healthy disagreement. The best measurement programs are borne of—and benefit from—lively conversations about what really matters to the organization and who can “claim credit” for what. You need to keep your “mission” hat on and keep the conversation focused on the ultimate goals of the organization. Just keep repeating, it’s not about “credit”—it’s about achieving the mission. You will also want to manage expectations: What is realistic to expect given your current investment in social media, or compared to peer organizations? What do short-term, medium, and longer-term results look like?You might need to bring in an outside consultant to facilitate a meeting to help get consensus on what you want to measure or clarity on results. Or you may need to bring in a measurement expert to help you clarify what you want to measure and why. This doesn’t have to be expensive. For example, as we discuss in Chapter 8, the Analytics Exchange helped the American Leadership Forum by supplying an analytics volunteer to help create a framework and system for gathering data. Become a Curator of MetricsIf you are the person responsible for implementing social media for your organization, either part time or as your whole job, you need to become what John Lovett defines as a “Curator of Metrics” in his book Social Media Metrics Secrets.This is someone, like Carie Lewis from the Humane Society whom we introduced you to do in Chapter 1, who knows the difference between different types of metrics and ensures that her organization is using data in an intelligent way. A curator of metrics knows how to help guide their organization into choosing the right metrics, and knows how to report insights in a way that connects them to organizational goals.Use Experiments To Make The Case To EvolveOne way to evolve into a data-informed organization is through implementing a series of social media measurement experiments, as described below and in Chapter 4. Each one needs to have solid metrics, and should be designed to provide results that will help you make the case to evolve. Keep the end in mind when agreeing on how experiments will be structured, run, and measured. The experiments should not be willy-nilly, but help you develop and test your strategies and tactics – and lead the way to best practices. Take a Baby Step: My First Data Collection ProjectTo get started, select a project, event, small campaign, or program that is a high priority on your organization’s work plan for the year, that incorporates social media, and that you can apply a couple of good metrics to. Be mindful of other organizational deadlines that may divert energy and focus from this important first baby step. You might find it difficult to set aside quality time to focus on it. Don’t try to measure every objective or collect all potential relevant data. Make it easy to manage. You should also have a very clear idea about what you want to learn. Keep in mind that you are going to take your report and use it to make the case for a more comprehensive measurement program. It’s important to make sure that anyone who is going to use the data, or sit in a meeting and review the data, buys into your metrics. That could be the Executive Director, a program manager, the board of trustees, or other people in your department. If there are many different decision makers you may need to do a formal survey to make sure that everyone ends up on the same page. Sara Thomas, who handles social media for the Ocean Conservancy, says, “It was really useful to bring in my entire department on the effort rather than working solo on the project. This helped with buy-in.”Learn from Your ResultsOnce you collect your data, analyze it and understand how it can help inform decisions. Make sure you educate through examples. Show how adding a data-informed approach to your social media or all media or programs can avoid ineffective campaigns and increase audience satisfaction.More importantly, you don’t just need to develop discipline around collecting data, what you want is the discipline to look at what you’ve collected and generate insights. That requires reflection, not just counting.Doing a measurement pilot will help create the discipline of stepping back from whirlwind of social media tactical implementation, but also wrestle with larger questions about how social media fits into an organization’s overall efforts. Which vehicles and channels gain us the most traction? How should we adjust our workload internally to reflect those results? How are our social media activities helping us meet our overall strategic goals? How are our efforts using social media supporting our programs?Reflecting does not have to be a private activity. It can be done in connected, transparent ways. The organization’s blog or website can be a place to share lessons learned with readers, and ask them for their feedback and suggestions as well. The result: a powerful way to learn and improve over time.ConclusionTo start the shift to a data-informed culture, you must begin with small incremental steps with the full support of leadership. It’s important to think big, looking at key results, but since many outcomes deal with long-term changes, you can’t get there overnight, nor can your organization transform its culture overnight. Keep the steps small and manageable. As your organization’s culture begins to shift, then when you present reports on social media activities, you get better questions from your executive director or board. You don’t get asked how many fans do we have or what does that mean? You get questions that help you Kanter, Beth. (October, 2011) Are You A Curator of Metrics? [Blog post]. Retrieved from http://www.bethkanter.org/curator-metrics/Thomas, Sara, private conference call peer learning group with David and Lucile Packard grantees with Beth Kanter, September, 2011
  19. http://www.flickr.com/photos/lentzstudios/3878525551/
  20. HubSpot Sources tool brings it all together!
  21. HubSpot Sources tool brings it all together!
  22. Easy to collect, difficult to actionUse
  23. There really are only three times of tools in social media measurement If you want to measure messaging, positioning, themes, sentiment you need Content analysisIf you want to measure awareness, perception, preference you need Survey researchIf you want to measure engagement, action, purchase: you need Web analyticsIf you want predictions and correlations you need two out of three
  24. MonthlyCommon messaging - along with partners on health careShare the responsibility – brainstorm contentIntegrate with what is timelyGet input from partners and friends – group learning
  25. They focused on developing a robust engagement and content strategy – that was integrated with other channels, all to support objectives in communications strategy and outcomes – and used measurement. They started with one channel – FB …
  26. http://www.flickr.com/photos/kwl/4493219149/
  27. http://www.flickr.com/photos/40991157@N02/3923081100/
  28. http://bit.ly/network-leadership