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Be Networked, Use Measurement,
and Make Sense of Your Data
Beth Kanter, Author, Blogger, and Master Trainer
May 2, 2013
HandsOn Tech
Beth Kanter: Master Trainer, Author, and Blogger
@kanter
Maturity of
Social Media
Practice
Data Informed
How To
Agenda
Maturity of Practice Framework: Measure Progress
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.”
CRAWL WALK RUN FLY
Where to focus …
Linking Social with
Results and
Networks
Pilot: Focus one
program or channel
with measurement
Incremental Capacity
Ladder of
Engagement
Content Strategy
Best Practices
Measurement and
learning in all above
Communications
Strategy
Development
Culture Change
Network Building
Many Free Agents work for
you
Multi-Channel Engagement,
Content, and Measurement
Reflection and Continuous
Improvement
Maturity of Practice: Crawl-Walk-Run-Fly
Categories Practices Average
CULTURE Networked Mindset 2.3
Institutional Support 1.5
CAPACITY Staffing 1.8
Strategy 1.5
MEASUREMENT Analysis 1.5
Tools 2.0
Adjustment 1.8
LISTENING Brand Monitoring 1.5
Influencer Research 1.3
ENGAGEMENT Ladder of Engagement 1.5
CONTENT Integration/Optimization 1.8
NETWORK Influencer Engagement 2.0
Relationship Mapping 1.3
1 2 3 4
0.0 0.5 1.0 1.5 2.0 2.5
Arts & Cultural Alliance of
Central Florida
LA Stage Alliance
The Alliance of Resident
Theatres/New York
Austin Creative Alliance
Theatre Bay Area
C4 Atlanta
All Indicators
The Data Informed Nonprofit
Crawl Walk Run Fly
Lacks consistent data
collection
Data collection
consistent but not
shared
Data from multiple
sources
Org Wide KPIs
No reporting or
synthesis
Data not linked to
results, could be wrong
data
System and structure for
data collection
Organizational
Dashboard with
different views, sharing
Decisions based on gut Rarely makes decisions
to improve
Discussed at staff
meetings, decisions
made using it
Data visualization, real-
time reporting, formal
reflection process
CWRF: Becoming Data Informed: What Does It look like?
Analysis
Tools
Sense-Making
Data-Informed Culture: It starts from the top!
Do Something.org
Data Nerds Partner with Staff
Tear down those silos and walls around data …
More time think about that the data, then collect it
Video
HSUS Analysis Process:
• Everyone gathers their data
• We sit in a room and analyze it
• The project manager develops a report of
“what we did/what we learned/what we
recommend for next time “+ data
Challenges:
• Reports aren’t distributed org-wide yet
• Still making some decisions based on what
we think, not supported by data
• Upper management still not on board, just
wants things to get done
Scaling Data-Informed
Jogging!
2011: Not Using Source Codes for
All Campaigns To Measure Social
Media Conversion
2013: Using Source Codes for All
Campaigns To Measure Social
Media Conversion
140,000
120,000
100,000
80,000
60,000
40,000
20,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
133,167
745,030
1,683,670
0
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
Shark Week 2010 Shark Week 2011 Shark Week 2012
One Metric That Matters:
Increase Shark Conservation Conversation
Crawl Walk Run Fly
Lacks consistent data
collection
Data collection
consistent but not
shared
Data from multiple
sources
Org Wide KPIs
No reporting or
synthesis
Data not linked to
results, could be wrong
data
System and structure for
data collection
Organizational
Dashboard with
different views, sharing
Decisions based on gut Rarely makes decisions
to improve
Discussed at staff
meetings, decisions
made using it
Data visualization, real-
time reporting, formal
reflection process
CWRF: Becoming Data Informed: What Does It look like?
Analysis
Tools
Sense-Making
How To Improve Measurement Practice
• Measurement
discipline
• Identify small pilots
and iterate
• Learn and improve
Goal
Audience
Cost
BenchmarkKPI
Tool
Insight
The 7 Simple Steps of Measurement
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
Conversations that made the organization more accessible
Increase enrollment in classes and attendance at events
10% new students /attenders say they heard about us through
Facebook
Measurement Pilots: Small Steps
Define Success, Pick The Right Data Point
Outcomes Metric
Increase donations % reduction in cost per dollar raised
Increase donor base % increase in new donors
Increase number of volunteers % increase in volunteers
Increase awareness % increase in awareness,
% increase in visibility/prominence,
Positive correlation between increase
in donors vs. visibility
Improve relationships with existing
donors/volunteers
% improvement in relationship scores,
% increase in donation from existing
donors
Improve engagement with
stakeholders
% increase in engagement (comments
on YouTube, shares on Facebook,
comments on blog, etc.
Change in behavior % decrease in bad behavior,
% increase in good behavior
Change in attitude about your
organization
% increase in trust score or
relationship score
Increase in skills and knowledge of
staff Learning
Increase in revenue per employee,
% employees understanding their
roles and organizational mission
Hooking Up Your Measurement Dashboard
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
membership?
Number of Collaborations
with multicultural orgs
Measuring Your Content: Flying
Website Metrics
Growing the Movement: Web, Email, Social Media Metrics
What do you not need to collect?
Easy Hard
Useful
Not
Useful
• Sentiment
• Themes
• Messaging
Content
Analysis
• Attitudes
• Preferences
• Behavior
Survey
Research
• Reach
• Engagement
• Action
Analytics
Pick the Right Tool for the Job
The Tools
http://www.bethkanter.org/datanerds-nonprofits/
The Skills
Use Your Data For Decision-Making
Start Small
Review your Spreadsheet for 20 Minutes
Look for patterns
Step 7 – Analyze Results
Joyful Funerals Metrics Mondays
Specific Time for Reflection and Improvement
DoSomething.Org’s Fail Fest
Why did it fail?
What did we learn?
What insights can
use next time
around?
Is the time you
are spending on
social media
worth it?
Be honest – Social
Media is not “free”
Be transparent
Given your
investment, are
your expected
results reasonable?
Compare alternate
ways to achieve
goals
How much did it cost?
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
base
% increase in new donors
Increase number of volunteers More gets done,
Less burden on existing volunteers or
staff
% increase in volunteers
Increase awareness Increase donors/volunteers
Change in behavior
% increase in awareness,
% increase in visibility/prominence,
Positive correlation between
increase in donors vs. visibility
Improve relationships with existing
donors/volunteers
Better management, more stable
finances
% improvement in relationship
scores,
% increase in donation from existing
donors
Improve engagement with
stakeholders
Better feedback and ideas for
innovation
Better understanding of attitudes
and perceptions of stakeholders
% increase in engagement
(comments on YouTube, shares on
Facebook, comments on blog, etc.
Change in behavior Achieve the mission % decrease in bad behavior,
% increase in good behavior
Change in attitude about your
organization
% likely to volunteer or donate
increases
% increase in trust score or
relationship score
Increase in skills and knowledge of
staff Learning
Improved results from intangible to
tangible
Using best practices, saving time
Increase in revenue per employee,
% employees understanding their
roles and organizational mission
Was Your Time Worth It?
Tracked Results:
Stage 1 – Integrated into staff
Stage 2 – Hired social media staff
0
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
0
100,000
200,000
300,000
400,000
500,000
600,000
700,000
800,000
January February March April
Uniques
Twitter Referring Traffic
Facebook Referring Traffic
1. You identify success and failure first
2. Spend more time identifying what you want to
measure, not how to measure it
3. Measure in context – don’t ever collect data
unless you can connect it to your goals
4. Don’t wait until the end to collect or analyze data
5. Less is more
6. Uses measurement pilots to create a habit of
collecting and apply data and to learn
7. Do the is it worth it math!
Improving Your Measurement Practice!
Thank you!
www.bethkanter.org
www.facebook.com/beth.kanter.blog
@kanter on Twitter
GiftWorks

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Hands on webinar

  • 1. Be Networked, Use Measurement, and Make Sense of Your Data Beth Kanter, Author, Blogger, and Master Trainer May 2, 2013 HandsOn Tech
  • 2. Beth Kanter: Master Trainer, Author, and Blogger @kanter
  • 3. Maturity of Social Media Practice Data Informed How To Agenda
  • 4. Maturity of Practice Framework: Measure Progress 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.”
  • 5. CRAWL WALK RUN FLY Where to focus … Linking Social with Results and Networks Pilot: Focus one program or channel with measurement Incremental Capacity Ladder of Engagement Content Strategy Best Practices Measurement and learning in all above Communications Strategy Development Culture Change Network Building Many Free Agents work for you Multi-Channel Engagement, Content, and Measurement Reflection and Continuous Improvement
  • 6. Maturity of Practice: Crawl-Walk-Run-Fly Categories Practices Average CULTURE Networked Mindset 2.3 Institutional Support 1.5 CAPACITY Staffing 1.8 Strategy 1.5 MEASUREMENT Analysis 1.5 Tools 2.0 Adjustment 1.8 LISTENING Brand Monitoring 1.5 Influencer Research 1.3 ENGAGEMENT Ladder of Engagement 1.5 CONTENT Integration/Optimization 1.8 NETWORK Influencer Engagement 2.0 Relationship Mapping 1.3 1 2 3 4 0.0 0.5 1.0 1.5 2.0 2.5 Arts & Cultural Alliance of Central Florida LA Stage Alliance The Alliance of Resident Theatres/New York Austin Creative Alliance Theatre Bay Area C4 Atlanta All Indicators
  • 7. The Data Informed Nonprofit
  • 8. Crawl Walk Run Fly Lacks consistent data collection Data collection consistent but not shared Data from multiple sources Org Wide KPIs No reporting or synthesis Data not linked to results, could be wrong data System and structure for data collection Organizational Dashboard with different views, sharing Decisions based on gut Rarely makes decisions to improve Discussed at staff meetings, decisions made using it Data visualization, real- time reporting, formal reflection process CWRF: Becoming Data Informed: What Does It look like? Analysis Tools Sense-Making
  • 9. Data-Informed Culture: It starts from the top! Do Something.org
  • 10. Data Nerds Partner with Staff
  • 11. Tear down those silos and walls around data …
  • 12. More time think about that the data, then collect it
  • 13.
  • 14. Video
  • 15.
  • 16.
  • 17.
  • 18. HSUS Analysis Process: • Everyone gathers their data • We sit in a room and analyze it • The project manager develops a report of “what we did/what we learned/what we recommend for next time “+ data Challenges: • Reports aren’t distributed org-wide yet • Still making some decisions based on what we think, not supported by data • Upper management still not on board, just wants things to get done Scaling Data-Informed
  • 19. Jogging! 2011: Not Using Source Codes for All Campaigns To Measure Social Media Conversion 2013: Using Source Codes for All Campaigns To Measure Social Media Conversion
  • 20.
  • 23. 133,167 745,030 1,683,670 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 1,800,000 Shark Week 2010 Shark Week 2011 Shark Week 2012 One Metric That Matters: Increase Shark Conservation Conversation
  • 24. Crawl Walk Run Fly Lacks consistent data collection Data collection consistent but not shared Data from multiple sources Org Wide KPIs No reporting or synthesis Data not linked to results, could be wrong data System and structure for data collection Organizational Dashboard with different views, sharing Decisions based on gut Rarely makes decisions to improve Discussed at staff meetings, decisions made using it Data visualization, real- time reporting, formal reflection process CWRF: Becoming Data Informed: What Does It look like? Analysis Tools Sense-Making
  • 25. How To Improve Measurement Practice • Measurement discipline • Identify small pilots and iterate • Learn and improve
  • 27. 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 Conversations that made the organization more accessible Increase enrollment in classes and attendance at events 10% new students /attenders say they heard about us through Facebook Measurement Pilots: Small Steps
  • 28. Define Success, Pick The Right Data Point
  • 29. Outcomes Metric Increase donations % reduction in cost per dollar raised Increase donor base % increase in new donors Increase number of volunteers % increase in volunteers Increase awareness % increase in awareness, % increase in visibility/prominence, Positive correlation between increase in donors vs. visibility Improve relationships with existing donors/volunteers % improvement in relationship scores, % increase in donation from existing donors Improve engagement with stakeholders % increase in engagement (comments on YouTube, shares on Facebook, comments on blog, etc. Change in behavior % decrease in bad behavior, % increase in good behavior Change in attitude about your organization % increase in trust score or relationship score Increase in skills and knowledge of staff Learning Increase in revenue per employee, % employees understanding their roles and organizational mission
  • 30. Hooking Up Your Measurement Dashboard
  • 31. 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 membership? Number of Collaborations with multicultural orgs Measuring Your Content: Flying
  • 32. Website Metrics Growing the Movement: Web, Email, Social Media Metrics
  • 33. What do you not need to collect? Easy Hard Useful Not Useful
  • 34. • Sentiment • Themes • Messaging Content Analysis • Attitudes • Preferences • Behavior Survey Research • Reach • Engagement • Action Analytics Pick the Right Tool for the Job
  • 36.
  • 38. Use Your Data For Decision-Making
  • 40. Review your Spreadsheet for 20 Minutes Look for patterns
  • 41. Step 7 – Analyze Results Joyful Funerals Metrics Mondays Specific Time for Reflection and Improvement
  • 42. DoSomething.Org’s Fail Fest Why did it fail? What did we learn? What insights can use next time around?
  • 43. Is the time you are spending on social media worth it?
  • 44. Be honest – Social Media is not “free” Be transparent Given your investment, are your expected results reasonable? Compare alternate ways to achieve goals How much did it cost?
  • 45. 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 base % increase in new donors Increase number of volunteers More gets done, Less burden on existing volunteers or staff % increase in volunteers Increase awareness Increase donors/volunteers Change in behavior % increase in awareness, % increase in visibility/prominence, Positive correlation between increase in donors vs. visibility Improve relationships with existing donors/volunteers Better management, more stable finances % improvement in relationship scores, % increase in donation from existing donors Improve engagement with stakeholders Better feedback and ideas for innovation Better understanding of attitudes and perceptions of stakeholders % increase in engagement (comments on YouTube, shares on Facebook, comments on blog, etc. Change in behavior Achieve the mission % decrease in bad behavior, % increase in good behavior Change in attitude about your organization % likely to volunteer or donate increases % increase in trust score or relationship score Increase in skills and knowledge of staff Learning Improved results from intangible to tangible Using best practices, saving time Increase in revenue per employee, % employees understanding their roles and organizational mission
  • 46. Was Your Time Worth It? Tracked Results: Stage 1 – Integrated into staff Stage 2 – Hired social media staff 0 20,000 40,000 60,000 80,000 100,000 120,000 140,000 160,000 180,000 0 100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000 January February March April Uniques Twitter Referring Traffic Facebook Referring Traffic
  • 47. 1. You identify success and failure first 2. Spend more time identifying what you want to measure, not how to measure it 3. Measure in context – don’t ever collect data unless you can connect it to your goals 4. Don’t wait until the end to collect or analyze data 5. Less is more 6. Uses measurement pilots to create a habit of collecting and apply data and to learn 7. Do the is it worth it math! Improving Your Measurement Practice!

Editor's Notes

  1. The mission of HandsOn Tech is to develop the NPO sector’s effective use of technology to increase community resources and improve outcomes for low-income communities and families.The HandsOn Tech program was born through partnership between Points of Light and Google. Building upon Points of Light's goal of equipping people to change lives and Google’s commitment to accessibility of technology, HandsOn Tech leverages the resources of VISTA members, skills-based volunteers and community partners to create meaningful and sustained impact.HandsOn Tech has trained thousands of nonprofits since August 2011 on free and low-cost technology tools. With the support of skills-based volunteers, our program has worked with over 240 individual nonprofits to assess their technology and implement new tools for more effective service delivery.Nonprofits spend considerable time reaching out to supporters via Twitter, Facebook, and other social networks. But most groups aren’t properly measuring whether these efforts are worth the time and cost. And it can seem like a daunting task to put together an effective strategy for collecting and analyzing data about your social-media efforts.How does one know where to begin?During this 60-minute webinar, Kanter will discuss:How to measure the return on social-media investments.Attendees will learn how to do more than just count friends and followers.We’ll explore how to identify what data is available and how to collect and analyze these numbers so that you can make smart decisions about your social-media strategies.You’ll learn low-cost ways to increase efficiency in a time of heavy workloads.About the presenter: Beth Kanter, co-author of the new book Measuring the Networked Nonprofit, will provide you with case studies of how nonprofits large and small measure the results of their social-media campaigns. She’ll explain how to determine the value of online social interactions, how to test the appeal of your messages, and how to use these measures to nimbly adjust your online approaches.
  2. http://www.flickr.com/photos/socialgoodbrasil/8179199091/sizes/l/in/photostream/
  3. 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/
  4. The maturing of practice framework includes looking at 7 best practice areas for networked approaches and social media – and some specific indicators – and looking at what they look at the different maturity levels. If you remember the application form, it asked you questions and that’s how I came up with the scoring system. If you were “crawl” you got 1, Walk 2, Run 3, and Fly 4 – and then I average the scores for the group. I also could come up with a score for your organization overall.So, if you got a 1.5, it means that you are on your way to walking.https://docs.google.com/spreadsheet/ccc?key=0AtsV5h84LWk0dFhENWFXVzBwZ2lWOGlzazZSek5Iemc#gid=1
  5. 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/
  6. Bob Filbin from DoSomething is here at this meeting – so if you want more details be sure to talk to him today – and he can tweet more detailsDoSomething has a mission to get 1.5 million teens active on social change campaigns by 2015My talk from TED last year sort of summarized the whole thing. (Its only 5 mins.)Basically, it is a help line for kids by text. Terrific to give them support via a mechanism they prefer. Its private (noboy hears you talking.) Blah blahblah.But what makes this a baller idea? The data! We're going to be using natural language tagging (from the MIT Media Lab) to makr key words in real time--and map out youth issues. We'll finally have real data on every youth issue, every zip code, time of day, etc. This information will change EVERYTHING.
  7. 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.
  8. 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.”
  9. This is an example of a recent campaign to help reduce the number of dogs/cats being killed in kill sheltersResearch found that this was happening because many aren’t posting good photos on social networks and the internetThey created an app to recruit “furtographers”
  10. LauncheNo 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
  11. 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.
  12. -Humane Society of US – Carie Lewis participated in the SXSW in 2009 and in 2013 we did the session again at SXSW-HSUS is an early adopter of social media – and in many areas of practice is flying, although they self-assessed their measurement practice at walking to running …-They have org wide KPIs for their social media – customer service wins, fundraising, and actions taken – plus associated metrics that help figure out whether their digital campaigns and social media integration is helping to push the needle on the KPIS
  13. One reason is more cultural than anything else … Data collection is consistent – walking stage, and they are getting to running – getting data to be shared among departments.They have a cross-functional team in place with social media/digital in different departmentsThey have established regular 9 minutes meetings to debrief on campaigns, use a template/common language to collect data.
  14. So, one of their KPIs is donations $ - but if their web department is not going to use source codes – how can they measure conversions from social media traffic referral? In 2011, they didn’t. Through the 9 minute meetings, web team began to understand the importance of doing this – and now can accurately track conversions from social media traffic referral – and make adjustments. They use a report template for all campaigns, all departments – right now a simple word document that summarizes data from excel – from free or low cost tools such as Google Analytics, FB Insights, Twitter Analytics, and Convio. They do an after action review for each campaign, write down what worked and what didn’t and use those reports when planning the next campaign.
  15. Upwell is definitely flying …..Upwell is focused on Ocean Conservation – their goal is to increase engagement and conversation about ocean conversationThey focus on listening, using Radian 6 and monitoring key words like “Ocean” and look at the “chatter” out there on social networks about these topics. They have developed a baseline methodology so they know what the base is for “share of conversation” on a particular ocean conservation conversation they are monitoring. They identify opportunities to engage to “increase the conversation” on the topic and measure it. One might say they have one metric that matters or “Lean impact” - increase conversation about ocean conservation. As a networked nonprofit – and hoping to build a movement, they are also transparent and share practices - iteratehttp://www.bethkanter.org/upwell-campaign/
  16. This chart is probably very appealing to all of you – and if you want details – Rachel is out there hanging out in our hashtag and can point you to more details ….This graphic is a snap shot of their social media monitoring of eight different ocean conservation areas ..Each line represents the social mention volume in one of our issue keyword sets.The pair of pink lines are mentions of sharks and cetaceans. Shark week makes big spikes, but cetaceans get more social mentions a day. Hanging out on the bottom of the graph are tuna, overfishing, the Gulf of mexico, ocean acidification, sustainable seafood and tiny tiny MPAs.
  17. They were monitoring and saw this opportunity around the keyword “Shark” because of shark week was the biggest attention spike within the eight ocean issues they monitor – it provided a big opportunity to expand audiences, and to grow their distributed network. They campaign was to set an ambitious goal to spike a conversation around shark conversation.More detail on Shark Week:We tried about a dozen things to make that Shark Week conversation bump, including live tweeting ourselves, image macros, and a toolkit for shark evangelists. What really worked was the pair of sharkinars we hosted for shark evangelists.  We shared that the big attention spike was coming up, reviewed top hashtags, identified shark influencers, and that YAY chart was our tone/sentiment analysis of #sharkweek tweets. We taught the shark evangelists that it was mainly a FAN conversation on Twitter, not at FEAR (sensationalized) conversation.
  18. They packaged content and worked with partners working on Shark – and were able to analyze and attribute the increase of conversation in 2012 to the campaign tactics. Through this, were able to target new activists/champions – not on their Radar through social media conversations.Then that bar chart with the knitting: the shark week conversation grew 109% over 2011, but the shark conservation mentions grew 210% year over year. That made us happy!
  19. 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/
  20. HubSpot Sources tool brings it all together!
  21. Easy to collect, difficult to actionUse
  22. A lot of shiny object syndrome with metrics tools – big mistake is that they start with the tools – often free analytics – and that gets in the way of good measurement discipline or laddering up to big outcomes ….http://www.flickr.com/photos/leeontheroad/89666692/sizes/z/in/photostream/
  23. 1.  Look Within Your Walls: The first place to look is down the hall or ask at your next board meeting.   There may be someone in another department who is a data nerd with expert excel skills.    Ask around.   Or maybe you have a board member who works in the business world and is or has connections to people who work in finance, market research, or analytics.2.  Recruit Through LinkedIn Board Connect: Earlier this fall, LinkedIn launched “Board Connect” that can facilitate recruitment of new board members or volunteers with professional skills.     I’ve said this many times, but if I was running a nonprofit today, I would sign up for this service and put together an advisory group of data nerds to help with my data and measurement needs.3.  Get Free Help with Your Google Analytics: TheAnalysis Exchange has a goal to “dramatically increase the number of people on Earth doing web analytics the right way.”  They provide free web analytics consulting to non-profits and NGOs around the world by matching analytics professionals, students, and charities.   The team works on a practical project that take less than four weeks to complete.They are teaching digital measurement best practices by connecting great causes with experienced mentors and motivated students.4.  Find a Data Scientist with a Heart: Data Scientists are in high demand and have an unusual skill set, including:  data jujitsu skills (combine data from different places, clean it, analyze it, and make sense of it).    The organization, DataKind, has the goal of matching Data Scientists with nonprofits to help them better use their data.    So, if you have a pile of data in spreadsheets that hasn’t been analyzed, go find your organization a data scientist.5.  Get Training : NTEN is offering regular webinars on the topic of how nonprofits can effectively use data.  Leap of Reason offers toolkits for boards, nonprofits, and foundations on “do it yourself” outcomes based measurement.   Or if you are good self-learner and just need to learn a few techniques for creating charts in excel, here’s some terrific video tutorials.6. Read Sector Blogs That Cover Data: If you want to stay current on data in the nonprofit and philanthropic sector, the best place to go is Lucy Bernholz’s Philanthropy 2173 Blog.   Start with this this post about Data as a buzz word, subscribe to Lucy’s blog, and read  ”Navigating the New Social Economy.”    Another place to keep current on data is Markets for Good, an initiative to discover how the social sector can better use and share information to improve outcomes and change lives.    NTEN is also publishing blog posts, articles, and reports and a good place to start is their September NTEN Journal  issue on data.7.  Hire A Consultant: NTEN’s annual nonprofit technology conference and other events,  you will find an ecosystem of consultants who do measurement, data analysis, and other skills required to make sense of your data.     If you are looking for an evaluation specialist, check out the American Evaluators Association directory.   Or ask around for consultants that your colleagues have used.   (And my co-author, KD Paine, has been doing measurement consulting for nonprofits and businesses for over 25 years)8.  Become Someone’s Homework: If you have a college or university in your town, why not become someone’s homework?  Both my books, “Networked Nonprofit,” and  ”Measuring the Networked Nonprofit” has been added to the syllabus of many college courses – from nonprofit management survey courses, philanthropy, communications,  measurement, and more.   I speak to college students regularly, many times through skype like this group of students in Indiana this past month who shared stories about their internships which often included measurement and spreadsheets.   Some courses, like this one for nonprofits and communications taught by my colleague Shonali Burke, often include a student project working with a nonprofit.9.   Attend a Data or Measurement Panel at Your Next Nonprofit Conference or Networking Event: This month, the Independent Sector had a packed house for the Data 360 Panel and put together this set of resources.   Last year, there was a panel at the NTC on Nonprofit Data Visualization and there will be many more in 2013.   If you go to a session at a nonprofit conference, you will probably not only find data nerds presenting, but the room might just be packed with them too.So, if you are not using data or measurement because your organization does not have someone with the skills,  there are ways around this challenge!   Has your organization from a data nerd to help you?  What’s your story?15 Responses
  24. 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 …
  25. http://www.flickr.com/photos/40991157@N02/3923081100/
  26. 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/
  27. http://www.flickr.com/photos/kwl/4493219149/
  28. http://bit.ly/network-leadership