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Peer Exchange Group 2:

                           Measuring the
                            Networked
                            Nonprofit:
                       Proving Results To Improve

                    Session 5: November 17, 2011
                    Finding the Right Social Media
                     Measurement Tool for the Job




                  Beth Kanter,
Visiting Scholar, Social Media and Nonprofits
   The David and Lucile Packard Foundation
     Organizational Effectiveness Program
Welcome!

If you experience any technical difficulties
logging into the system, please contact
Ready/Talk Customer support:
800.843.9166

Please use *6 to Mute your conference
line

While we are waiting, type into the chat:
What is your favorite social media
measurement tool and why?
This call is being
recorded




          *2




          Flickr Photo
          by Malinki
Peer Exchange Group 2:

                           Measuring the
                            Networked
                            Nonprofit:
                       Proving Results To Improve

                    Session 5: November 17, 2011
                    Finding the Right Social Media
                     Measurement Tool for the Job




                  Beth Kanter,
Visiting Scholar, Social Media and Nonprofits
   The David and Lucile Packard Foundation
     Organizational Effectiveness Program
On Theā€œwikito Today your reflections
               Donā€™t forget jot down
               in your
                        Call
                           journalā€




Ashley Boyd         Beth Kanter     Becky Jain
Agenda

                Bethā€™s Reflection/Journal
                Peer Assist: Leadership Networks Launch
                Measurement Tools Overview
                Momsrising Case Study
                Next Session
                Reflection




Ask Your Questions and Share Your Insights in the Chat!


      Twitter Hashtag: #measurenp
Bethā€™s Journal
           Program Outcomes

           At least 50% of 27 participants implement a
           social media measurement pilot that helps
           document value/results or improve social
           media practice by end of the Peer Group
           1/2012

           At least 50% of 27 participants, generate
           case studies and/or insightful quotes for the
           Measuring the Networked Nonprofit book by
           1/2012

http://measure-netnon.wikispaces.com/Beth-Kanter-Journal
October
QUICK POLL

-Have not started planning/designing
-Have started planning/designing, but
not finished because stuck or have
questions
-Finished designing, havenā€™t started
implementation yet
-Finished designing, started
implementing
-Finished implementing
CHAT:
If you are finished designing, what helped
you the most?
CHAT:
If you have started
planning/designing, but not finished -
why? Are you stuck? Do you have
questions? What do you need to move
forward?
Social Media Measurement Pilot:

Leadership & Networks Launch

      November 2011




                                  12
ā€¢ External impact:
                          Goals
    ā€¢ Increase awareness about the intersection between leadership and
      networks
         ā€¢ Network strategies and skills are essential for leadership
    ā€¢ Increase demand for network approaches in the leadership
      development field
    ā€¢ Encourage programs to use network strategies to evaluate impact
ā€¢ Internal impact:
    ā€¢ Inspire conversations about the topic
    ā€¢ Get a case study from a program that is implementing some
      recommendations from the report
    ā€¢ Strengthen the relationship between the collaborators and
      supporters of the publication
    ā€¢ Work with key champions in the networks area to create a resource
      directory of providers/resources

                                                                     13
Key points
ā€¢ The main, new components of this yearā€™s
  launch strategy (compared to last year) are:
  ā€“ Champions program
     ā€¢ Work with network providers to help develop a
       resource directory and host meetings
  ā€“ Survey and case study
  ā€“ Twitter chat/activity
     ā€¢ Engaging key influencers via Twitter
  ā€“ Self-organizing program
  ā€“ Content analysis of online coverage (optional)
                                                       14
Target audience
ā€¢ Leadership development programs

ā€¢ Foundations investing in leadership development and in
  networks

ā€¢ ā€œChampionsā€: Network providers such as network
  weavers, network facilitators, network evaluators




                                                           15
Ladder of engagement


     Download                          Join LLC/LNE      Sign up for
1                    Promote report
      report                              website        newsletter




                     Write about the   Participate in   Help organize
2   Discuss report
                         report           events            event



                                         Agree to
                       Donate to
3    Take survey                       participate in
                      support LNE
                                        case study




                                                                        16
Key metrics & tools
               Metric 1         Metric 2       Metric 3        Metric 4           Metric 5         Metric 6                 Metric 7

 Awareness     Views            Download       Registrations Bit.ly link click-   Referring site
                                               for newsletter throughs            stats

    TOOL       Google Analytics LLC Form    Constant       Bit.ly                 Google
                                            Contact                               Analytics
 Engagement Number of blog Comments         Twitter        Hashtag use            Speaking      Quality of coverage: key Endorsements
   (part 1) posts & articles (on FB,        conversations/                        opportunities message alignment,
            citing study     LinkedIn, LLC, mentions                              secured       accuracy of facts,
                             LNE, etc)                                                          frequency of positive
                                                                                                mentions

    TOOL       Samepoint.com, Each channel Topsy               Hashtracking       Count            Content analysis         Count
               socialmention.c
               om

 Engagement Webinar             Twitter chat LLC learning       Donations          Survey          Case study participant   Network
   (part 2) participants                     circle                               responses                                 providers secured
                                             participants
    TOOL       Gotomeetings     Hashtracking Count             Groundspring       Google Form      Count                    Count

Self-organizing Number of       Number of
                meetings hosted participants

    TOOL       Count            Count

                                                                                                                                       17
KD Paineā€™s Basic Steps

Define Results
Strategy
Benchmarks
Metrics ā€“ KPI
Costs
Select Right Tool To Collect Data
Turn Data in Action
Data Everywhere!
Focus Your Data Collection
Data to measure progress on
your objectives will come from
a variety sources and
measurement tools.
Tools are good at extracting data and
crunching numbers, but the act of translating
the data and numbers into valuable insights
actually requires additional work.
The Right Tool for the Job

                         ā€¢ Sentiment
         Content
S        Analysis
                         ā€¢ Themes
                         ā€¢ Messaging


          Survey         ā€¢ Attitudes
A       Research
                         ā€¢ Preferences
                         ā€¢ Behavior


                         ā€¢ Reach
D       Analytics        ā€¢ Engagement
                         ā€¢ Action

    KD Paine Framework
Time Tracking
Many Analytics Tools, Many Data Points
Channel                 Counting Metrics        Tool
Email                   Open Rate, Click        Platform
                        Thru, Sign Ups,
                        Un subscribers
Web Site Platform       Downloads,              Google Analytics
                        registrations, views,
                        conversions, time
                        onsite
Facebook                Fans, impressions,  FB Insights
                        feedback percentage

Twitter                 Retweets, Click         Crowdbooster, Bit.ly
                        Thrus
Blogs                   Subscribers, Views,     Google Analytics,
                        Comments per post       Feedburner, WP

* Plus tools that combine management with measurement and monitoring into
a one tool: Sprout Social, Thrive,
Key Result Metrics
                                    Outcome Metrics
                                    Counting Metrics




Be A Maven of Social Media Metrics, Not A Pack Rat
Results:
Actions taken, donations made, and
customer service wins

Outcome: Celebration Campaign for fans
to engage and participate in fun
Positive responses/Screen capture

Counting Metrics:
# Photo submissions # shares # tab views
You CAN become
              Metric Mavens

                   Ashley Boyd
           Campaign Director, MomsRising




MomsRising.org                MamƔs SuperƔndose
Metrics donā€™t fall from the sky

   Organizational Mission

       Top Line Goals

      Key Results Areas

     Associated Metrics
Mission & Top Line Goals

ā€¢   MomsRising Mission: To build a more truly family-friendly nation, as well
    as to work toward the economic equality of women and mothers.

ā€¢   MomsRising Top Line Goals: Grow the movement, garner media coverage
    to change the culture, win legislative policy changes, engage with
    traditionally underrepresented communities, experiment and learn new
    online and on-the-ground tactics, and listen to and serve our
    members/our constituency.
Focus on Key Results Area #1
Goal: Grow the Movement
    Matching Key Result Area: MomsRising is building a strong multicultural
    movement of people who care about family economic security and
    well-being.
    Associated Metrics: Weekly and annual measurement of new members,
    member retention, and full incorporation of MomsRisingā€™s diversity and
    inclusion initiatives.

Goal: Win Legislative Policy Changes
    Matching Key Result Area: MomsRising is exercising our power to pass
    family-friendly policies at the state and federal levels and to change the
    culture.
    Associated Metrics: Number of actions per year and per member, as
    well as the number of target policies moved forward or passed.
Metrics Review Process

ā€¢   Metrics Monday Review of spreadsheet (weā€™ll take a
    peak at this shortly!) ā€“ full staff

ā€¢   Qualitative feedback (email, Facebook comments,
    blog comments, etc.)ā€“ full staff

ā€¢   Deeper analysis ā€“ smaller issue teams
Metric Mondays ā€“ Action Alert Metrics




                            Measuring Goals:
                            ā€¢ Movement Growth
                            ā€¢ Policy Change
Metric Mondays ā€“ Social Media Metrics




                        Measuring Goal:
                        Movement Growth
Metric Mondays ā€“ Website Metrics




               Measuring Goal:
               Movement Growth
Qualitative Feedback
Medicaid Action Alert #1
Medicaid Action Alert #2
Overview of Data Analysis

Member Retention (metric for Movement Growth)
Alert #1 had an unsubscribe rate 4 times our historical average; Alert #2ā€™s unsubscribe
      rate was average

Member Growth (metric for Movement Growth)
Alert #1 generated average member growth while Alert #2 had 1 Ā½ times member
      growth, primarily FB shares 10 times our average

Action Rate (metric for Policy Change)
Alert #2 had 20% higher ā€œclick rateā€ and 10% higher ā€œconversionā€ rate than Alert #1,
      resulting in more overall actions.
Building on Successful Messaging
Final Thoughts
ā€¢   Measuring is important but what you measure
    is really important.
ā€¢   No ā€œone-size-fits-allā€ metrics for all situations
    or organizations.
ā€¢   Choose metrics that will give you the
    information you need to meet your specific
    organizational goals/mission.
Thank You
 ashley@momsrising.org

     @ashleyboyd
CHAT:
Reflection Questions:

What's your measurable objective and
KPI?
What data do you need to collect?
What is the best tool for the job?
How will you collect?
How will you report and use data?
Next Session: Overview of
Measurement Tools
November 17th 11:00 am PST/ 2:00 EST

Homework: Should be
implementing, done designing.
Identify what you need to move forward
ā€“ whatā€™s keeping you back

Office Hours

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Right Tool for the Job

  • 1. Peer Exchange Group 2: Measuring the Networked Nonprofit: Proving Results To Improve Session 5: November 17, 2011 Finding the Right Social Media Measurement Tool for the Job Beth Kanter, Visiting Scholar, Social Media and Nonprofits The David and Lucile Packard Foundation Organizational Effectiveness Program
  • 2. Welcome! If you experience any technical difficulties logging into the system, please contact Ready/Talk Customer support: 800.843.9166 Please use *6 to Mute your conference line While we are waiting, type into the chat: What is your favorite social media measurement tool and why?
  • 3. This call is being recorded *2 Flickr Photo by Malinki
  • 4. Peer Exchange Group 2: Measuring the Networked Nonprofit: Proving Results To Improve Session 5: November 17, 2011 Finding the Right Social Media Measurement Tool for the Job Beth Kanter, Visiting Scholar, Social Media and Nonprofits The David and Lucile Packard Foundation Organizational Effectiveness Program
  • 5. On Theā€œwikito Today your reflections Donā€™t forget jot down in your Call journalā€ Ashley Boyd Beth Kanter Becky Jain
  • 6. Agenda Bethā€™s Reflection/Journal Peer Assist: Leadership Networks Launch Measurement Tools Overview Momsrising Case Study Next Session Reflection Ask Your Questions and Share Your Insights in the Chat! Twitter Hashtag: #measurenp
  • 7. Bethā€™s Journal Program Outcomes At least 50% of 27 participants implement a social media measurement pilot that helps document value/results or improve social media practice by end of the Peer Group 1/2012 At least 50% of 27 participants, generate case studies and/or insightful quotes for the Measuring the Networked Nonprofit book by 1/2012 http://measure-netnon.wikispaces.com/Beth-Kanter-Journal
  • 9. QUICK POLL -Have not started planning/designing -Have started planning/designing, but not finished because stuck or have questions -Finished designing, havenā€™t started implementation yet -Finished designing, started implementing -Finished implementing
  • 10. CHAT: If you are finished designing, what helped you the most?
  • 11. CHAT: If you have started planning/designing, but not finished - why? Are you stuck? Do you have questions? What do you need to move forward?
  • 12. Social Media Measurement Pilot: Leadership & Networks Launch November 2011 12
  • 13. ā€¢ External impact: Goals ā€¢ Increase awareness about the intersection between leadership and networks ā€¢ Network strategies and skills are essential for leadership ā€¢ Increase demand for network approaches in the leadership development field ā€¢ Encourage programs to use network strategies to evaluate impact ā€¢ Internal impact: ā€¢ Inspire conversations about the topic ā€¢ Get a case study from a program that is implementing some recommendations from the report ā€¢ Strengthen the relationship between the collaborators and supporters of the publication ā€¢ Work with key champions in the networks area to create a resource directory of providers/resources 13
  • 14. Key points ā€¢ The main, new components of this yearā€™s launch strategy (compared to last year) are: ā€“ Champions program ā€¢ Work with network providers to help develop a resource directory and host meetings ā€“ Survey and case study ā€“ Twitter chat/activity ā€¢ Engaging key influencers via Twitter ā€“ Self-organizing program ā€“ Content analysis of online coverage (optional) 14
  • 15. Target audience ā€¢ Leadership development programs ā€¢ Foundations investing in leadership development and in networks ā€¢ ā€œChampionsā€: Network providers such as network weavers, network facilitators, network evaluators 15
  • 16. Ladder of engagement Download Join LLC/LNE Sign up for 1 Promote report report website newsletter Write about the Participate in Help organize 2 Discuss report report events event Agree to Donate to 3 Take survey participate in support LNE case study 16
  • 17. Key metrics & tools Metric 1 Metric 2 Metric 3 Metric 4 Metric 5 Metric 6 Metric 7 Awareness Views Download Registrations Bit.ly link click- Referring site for newsletter throughs stats TOOL Google Analytics LLC Form Constant Bit.ly Google Contact Analytics Engagement Number of blog Comments Twitter Hashtag use Speaking Quality of coverage: key Endorsements (part 1) posts & articles (on FB, conversations/ opportunities message alignment, citing study LinkedIn, LLC, mentions secured accuracy of facts, LNE, etc) frequency of positive mentions TOOL Samepoint.com, Each channel Topsy Hashtracking Count Content analysis Count socialmention.c om Engagement Webinar Twitter chat LLC learning Donations Survey Case study participant Network (part 2) participants circle responses providers secured participants TOOL Gotomeetings Hashtracking Count Groundspring Google Form Count Count Self-organizing Number of Number of meetings hosted participants TOOL Count Count 17
  • 18. KD Paineā€™s Basic Steps Define Results Strategy Benchmarks Metrics ā€“ KPI Costs Select Right Tool To Collect Data Turn Data in Action
  • 20. Focus Your Data Collection
  • 21. Data to measure progress on your objectives will come from a variety sources and measurement tools.
  • 22. Tools are good at extracting data and crunching numbers, but the act of translating the data and numbers into valuable insights actually requires additional work.
  • 23. The Right Tool for the Job ā€¢ Sentiment Content S Analysis ā€¢ Themes ā€¢ Messaging Survey ā€¢ Attitudes A Research ā€¢ Preferences ā€¢ Behavior ā€¢ Reach D Analytics ā€¢ Engagement ā€¢ Action KD Paine Framework
  • 25. Many Analytics Tools, Many Data Points Channel Counting Metrics Tool Email Open Rate, Click Platform Thru, Sign Ups, Un subscribers Web Site Platform Downloads, Google Analytics registrations, views, conversions, time onsite Facebook Fans, impressions, FB Insights feedback percentage Twitter Retweets, Click Crowdbooster, Bit.ly Thrus Blogs Subscribers, Views, Google Analytics, Comments per post Feedburner, WP * Plus tools that combine management with measurement and monitoring into a one tool: Sprout Social, Thrive,
  • 26. Key Result Metrics Outcome Metrics Counting Metrics Be A Maven of Social Media Metrics, Not A Pack Rat
  • 27. Results: Actions taken, donations made, and customer service wins Outcome: Celebration Campaign for fans to engage and participate in fun Positive responses/Screen capture Counting Metrics: # Photo submissions # shares # tab views
  • 28. You CAN become Metric Mavens Ashley Boyd Campaign Director, MomsRising MomsRising.org MamĆ”s SuperĆ”ndose
  • 29. Metrics donā€™t fall from the sky Organizational Mission Top Line Goals Key Results Areas Associated Metrics
  • 30. Mission & Top Line Goals ā€¢ MomsRising Mission: To build a more truly family-friendly nation, as well as to work toward the economic equality of women and mothers. ā€¢ MomsRising Top Line Goals: Grow the movement, garner media coverage to change the culture, win legislative policy changes, engage with traditionally underrepresented communities, experiment and learn new online and on-the-ground tactics, and listen to and serve our members/our constituency.
  • 31. Focus on Key Results Area #1 Goal: Grow the Movement Matching Key Result Area: MomsRising is building a strong multicultural movement of people who care about family economic security and well-being. Associated Metrics: Weekly and annual measurement of new members, member retention, and full incorporation of MomsRisingā€™s diversity and inclusion initiatives. Goal: Win Legislative Policy Changes Matching Key Result Area: MomsRising is exercising our power to pass family-friendly policies at the state and federal levels and to change the culture. Associated Metrics: Number of actions per year and per member, as well as the number of target policies moved forward or passed.
  • 32. Metrics Review Process ā€¢ Metrics Monday Review of spreadsheet (weā€™ll take a peak at this shortly!) ā€“ full staff ā€¢ Qualitative feedback (email, Facebook comments, blog comments, etc.)ā€“ full staff ā€¢ Deeper analysis ā€“ smaller issue teams
  • 33. Metric Mondays ā€“ Action Alert Metrics Measuring Goals: ā€¢ Movement Growth ā€¢ Policy Change
  • 34. Metric Mondays ā€“ Social Media Metrics Measuring Goal: Movement Growth
  • 35. Metric Mondays ā€“ Website Metrics Measuring Goal: Movement Growth
  • 39. Overview of Data Analysis Member Retention (metric for Movement Growth) Alert #1 had an unsubscribe rate 4 times our historical average; Alert #2ā€™s unsubscribe rate was average Member Growth (metric for Movement Growth) Alert #1 generated average member growth while Alert #2 had 1 Ā½ times member growth, primarily FB shares 10 times our average Action Rate (metric for Policy Change) Alert #2 had 20% higher ā€œclick rateā€ and 10% higher ā€œconversionā€ rate than Alert #1, resulting in more overall actions.
  • 41. Final Thoughts ā€¢ Measuring is important but what you measure is really important. ā€¢ No ā€œone-size-fits-allā€ metrics for all situations or organizations. ā€¢ Choose metrics that will give you the information you need to meet your specific organizational goals/mission.
  • 43. CHAT: Reflection Questions: What's your measurable objective and KPI? What data do you need to collect? What is the best tool for the job? How will you collect? How will you report and use data?
  • 44. Next Session: Overview of Measurement Tools November 17th 11:00 am PST/ 2:00 EST Homework: Should be implementing, done designing. Identify what you need to move forward ā€“ whatā€™s keeping you back Office Hours

Editor's Notes

  1. Session 5: Overview of Measurement Tools: The Right Tool for the JobPeer Share on action learning projectsPicking the right measurement tool for the jobAshley Boyd, Momsrising Case StudyReflection QuestionsWhat's your measurable objective and KPI?What data do you need to collect?What is the best tool for the job?How will you collect?How will you report and use data?
  2. Remind people to call for tech support*6 to mute conference line*7 unmuteFinish the plan for measurement pilot. Take the first steps. Figure out what's holding you back and do it. Set up an office session if you need it!
  3. http://www.flickr.com/photos/malinki/2621920871/sizes/o/Start recording about 2 minutes late to let people join *2
  4. Session 5: Overview of Measurement Tools: The Right Tool for the JobPeer Share on action learning projectsPicking the right measurement tool for the jobAshley Boyd, Momsrising Case StudyReflection QuestionsWhat's your measurable objective and KPI?What data do you need to collect?What is the best tool for the job?How will you collect?How will you report and use data?
  5. This is our agenda ā€“ weā€™ll pause along the way for questions.Use this #measurenp on Twitter
  6. Iā€™m keeping a public journal too ā€“ about the program and using it to reflect on what Iā€™m learning about tracking the program against the SMART objectives. I will be tweaking as we go to get better results ā€¦. And welcome you to add your reflectionshttp://measure-netnon.wikispaces.com/Beth-Kanter-Journal
  7. Data Everywhere!Almost every action we perform on social media sites (that is clicking, reviewing, reading and so on) can be recordedas data. Measurement tools collect that data. The challenge for measuring all this becomes determining why it matters.Both qualitative and quantitative data is used to measure progress on your objectives: Quantitative is counting or the numbers, qualitative may explain the why the numbers are moving in a particular directionIt is relatively easy to collect data, but analysis requires more effort.
  8. http://www.flickr.com/photos/mikebaird/3298842872/sizes/l/in/photostream/Focus Your Data CollectionSet expectations for what you want to learn. Setmeasurable objectives, but also figure out what you want to learn, pick your toolData collection in small chunks: spreadsheet aerobics, weekly collection. Add worksheet or column: What did we learn? You can automate, but since you are pulling from different sources, will require some manual tweakingRefine: expectations, collection methods, and analysis
  9. http://www.flickr.com/photos/43846796@N00/4287293576/sizes/l/in/photostream/Analytics and social media monitoring tools are often sold with the premise that ā€œactionable information is just a click away,ā€ a promise that is not usually the case. Tools are good at extracting data and crunching numbers, but the act of translating the data and numbers into valuable insights actually requires additional work.Ā 
  10. Categorize your specific social media measurement activities and relate to your objectivesSentiment (Messaging, positioning, themes)Attitudes (perceptions, behavior change, preferences, awareness)Do (Reach, Engagement, Action, Donate, Purchase)http://www.flickr.com/photos/leeontheroad/89666692/sizes/z/in/photostream/
  11. http://www.flickr.com/photos/booleansplit/3534412370/sizes/o/in/photostream/Be A Connoisseur of Social Media MetricsKey Result Metrics: These are a handful of metrics that help you measure over-arching goals or also known as KPIsOutcome Metrics: These are metrics measure specific objective for a campaign or program that your organization is working on. This might include: awareness, engagement, attitude change, encouraging interaction, facilitating support, promoting advocacy, or encouraging innovation. Counting Metrics: These are the lowest level of metrics and represent the minutia of your different channels. This is fans, followers, visitors, and views. The list goes on and on. These are important to use to help you improve what youā€™re doing, but many times organizations get stuck in only tracking low-level metrics and often in an inconsistent way or without discipline. There are many different tools that you could use to do this, but donā€™t get distracted by that.
  12. Carieā€™s exampleā€œWe look at three things: actions taken, donations made, and customer service wins. Thatā€™s also how our department has been able to obtain more resources to handle the volume we have.ā€ Recent campaign they tracked: http://www.bethkanter.org/million-fans/Counting Metrics: Theyā€™ve codified it for every departmentFor this campaign, Ā they wanted to create a celebration so that fans could engage and participate in the fun. Ā  They wanted to create aĀ personalized experience that makes the fans feel like they are a part of something really great thatā€™s why they created a video and an opportunity for their fans to share their photos of their pets and why they love them.Some counting metrics they captured were: Ā Ā # likes, # photo submissions, # mobile submissions, # tab views, # video views, # sharesCodified