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Be Networked, Use Measurement, and Learn from Your Data
Beth Kanter, Master Trainer, Author, and Blogger
GMN
March, 2014
Beth Kanter: Master Trainer, Author, and Blogger
@kanter
http://teamcoco.com/video/linkedin-11-07-2013
Beth
160,048
Conan
125,865
Broadband
Mobile
Social Networks
3 Digital Revolutions
NGO Photography
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
Maturity of Practice: Network Nonprofits
Linking Social with
Results and
Networks
Pilot: Focus one
campaign or channel
Incremental Capacity
Ladder of
Engagement
Content Strategy
Best Practices
Some measurement
and learning in all
above
Communications
Strategy
Development
Culture Change
Network Building
Many champions &
Influencers
Multi-Channel Engagement,
Content, and Measurement
Reflection and Continuous
Improvement
Share Pair
Where is your
foundation now?
What do you need to
do to move forward?
Maturity of Practice: Crawl-Walk-Run-Fly
Categories Practices
CULTURE Networked Mindset
Institutional Support
CAPACITY Staffing
Strategy
MEASUREMENT Analysis
Tools
Adjustment
LISTENING Brand Monitoring
Influencer Research
ENGAGEMENT Ladder of Engagement
CONTENT Integration/Optimization
NETWORK Influencer Engagement
Relationship Mapping
1 2 3 4
A Networked Mindset: A Leadership Style
• Leadership through active social participation
• Listening and cultivating organizational and
professional networks to achieve the impact
• Sharing control of decision-making
• Communicating through a network model,
rather than a broadcast model
• Openness, transparency, decentralized decision-
making, and collective action.
• Being Data Informed, learning from failure
The Social CEO: In Service of Strategy
Civil Society Engagement Around Policy Issues
Authenticity
Open and accessible to the world and
building relationships
Making interests, hobbies, passions visible
creates authenticity
I have work to do! Can finally tweet about our
programs from my personal
account!
SOCIAL MEDIA IS PART OF EVERYONE’S JOB!
@rdearborn works for UpWell and she
LOVES sharks.
Leverage Staff Personal Passion In Service of Mission
532 41
How social is your organization’s culture?
What are some of your challenges?
The Data Informed Nonprofit
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
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
Social Media Data and Policy Research
http://post2015.unglobalpulse.net/
Nonprofit Social Media Measurement Practice
Go Beyond Just Counting
Goal
Audience
Cost
BenchmarkKPI
Tool
Insight
Measurement Discipline: But Start Small
Pick The Right Data Point(s) To Track Outcomes
Data Literacy: Collect, Clean, Analyze, Visualize, Apply
• Sentiment
• Messaging
Content
Analysis
• Attitudes
• Preferences
Survey
Research
• Traffic
• Engagement
• Action
Analytics
Pick the Right Tool To Get the Right Data
Step 7 – Analyze Results
Joyful Funerals Metrics Mondays
Reflection and Improvement: Learning from Data
1. Lead with a Networked Mindset
2. Different stages of maturity, requires
incremental steps to improve organizational
practice
3. Data informed culture starts at the top and
embraces experiments with data
4. Data literacy - working with experts and
improving organizational skills
5. Go beyond counting your data, learn from it
Summary
Thank you!
www.bethkanter.org
www.facebook.com/beth.kanter.blog
@kanter on Twitter

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Grant Managers Network Keynote

Editor's Notes

  1. Thank you so much for that wonderful introduction
  2. 35 years, last 20 front row seatPassion for teaching and learning, not just a job, taken me all over the world working thousands of NGOs on becoming networked nonprofits and use social media effectivelyMy greatest hope in writing a book about networks and measurement that nonprofits would improve their practiceWhile Visiting scholar at the David and Lucile Packard Foundation, I didn’t just sit in the corner and write a book, I had the change to work closely with many of their grants to build capacityI had 60 grantees testing the frameworks – chased after them – were able to implement, how would you change – and they developed a lot of the case studiesHonored that the book received the 2013 Terry McAdams award .. But I think I had a bigger achievement than that – when Conant O’Brien talked about my red hat on national TV
  3. But I think I reached a new level, when Conant O’Brien made fun of my red hat on national television …Let’s listen to this brief monologue.http://teamcoco.com/video/linkedin-11-07-2013
  4. I offered him some advice. It’s not about popularity. It’s about using your online social networks, your social capital and influence to amplify a cause or do good online and empowering others in your network amplify it …It isn’t about a Red Hat ….
  5. He ignored me. And I still have more followers than he does. But how and why is this possible?
  6. There are three digital revolutions taking place that allow individuals and organizations working in networks to scale their impact85% of Americans have access to broadband Internet89% have a mobile phone72% use a social network …
  7. And that creates the conditions for .."We'd like to thank Blazer for her heroic efforts," the Multnomah County Animal Services website reads. "Sir Stuffington's Facebook Page will not only help him and his siblings find homes, it's also a wonderful example of how people can make a difference and get involved with Portland's own local shelter—either by volunteering, fostering or donating."He is the cutest one-eyed, disfigured pirate cat you've ever seen.Over the past few days, pictures of Sir Stuffington (pictured above) have been widely sharedonline, making him the latest in a rich tradition of feline internet obsession. But there's so much more to Sir Stuffington than his adorable and funny Facebook photos. His story is one of perseverance and love, as well as internet fame.Earlier this month, the cat and his two brothers were taken into Multnomah County Animal Services, an open-door animal shelter in Troutdale, Oregon. Sir Stuffington wasn't in good shape—his damaged jaw, his missing eye, his upper respiratory infection, his heart murmur, his body covered in fleas and dirt. (All three were about six weeks old, and came in withcalicivirus.) But even before the kittens had been taken to the shelter, local resident Blazer Schaffer had stumbled upon a Facebook photo of Sir Stuffington suffering in the street, and was determined to track him down. Schaffer, an animal lover who has worked with the shelter for a decade, soon found the three kitten there. She promptly took them home as their foster parent, and is taking care of them at least for a couple months until they're healthy enough for adoption.Let tell you about this wonderful story about Sir Stuffingon– a cute kitten that had its eye scratched out by a raccoon – and was brought into an animal shelter in Oregon by a teenager who has no formal connection to the shelter other being a fan on Facebook … --- the teen wanted to make sure that the kitten found a good home and medical care for its.. So, he started a Facebook Page – that included photos of the kitty – and to help find a home. The page got over 36,000 likes in 24 hours. It attracted the attention of the local TV station, but also national news – NPR, online blogs – and people started to donated, tell their friends – before you know it – they not only had someone who would adopt Sir Stuffington and his siblings, but had the medical expenses covered – plus many other animals in the shelter were adopted. All because a teenager was able to leverage their networks -- These tools allow us to scale very quickly -- connect with others, and make change happen on the ground .. Outside the walls of institutions.http://multcopets.org/news/sir-stuffingtons-storyhttps://www.facebook.com/Sir.Stuffington?ref=br_tfThese trends are making networks part of our everyday and social change is becoming network-centric, happening anyplace, anywhereh – in the palm of our hands.As you can see networks are a part of our every day and social change is be becoming network-centric.Nonprofits need to do – connect with their networks to create on the ground change. …Collaboration, coordination, and working in networks are becoming the new normal, as leaders across sectors work to move the needle on today’s most pressing problems. One of the words he used caught my attention:  Philanthroteens.     These are teens with a passion for social change and who grew up not knowing what it was like to not to have a cell phone  or be connected to Facebook.      The media has dubbed this generation – “Qwerty Monsters” who send hundreds of text messages a day and don’t even like to use their phone for calls (and with two pre-teens in my house, I can attest this is true).     But it is more than the technology, it is also their passion to do good in the world.He shared the story of  the first-ever Girl Up Leadership Summit which brought together young girls who are helping change the face of global philanthropy.  They were joined by celebrities like actress and Girl Up Champion Monique Coleman, global leader Ambassador MelanneVerveer, and more than 100 young women from across the country.  These philanthroteens lead workshops on advocacy, communications and learned about their peers in developing countries.  Their meeting featured a special conversation via Skype with girls in South Africa as part of the Girl Up  Campaign’s emphasis on uniting girls around the world.
  8. This is the power of these tools, but we know that nonprofits and maybe foundations change slowly How do you adapt your organization to a networked nonprofit?Agile, transparent --- organizations that allow outsiders in and insiders out – are masters at using social media tools for social change .Change happens slowly …So, in the many years I’ve been working with nonprofits on becoming networked nonprofits, I found that change happens slowly and incrementallySo, I developed a framework for Crawl, Walk, Run, Fly – inspired by this Maritn Luther King quote…
  9. This is the overview of the framework .. We’re going to dig into three important areas: culture, capacity, and measurement.
  10. To work with a network mindset means embracing an emerging leadership style that is characterized by greater openness, transparency, decentralized decision-making, and collective action. It means operating with an awareness of the networks you are embedded in, and listening to and cultivating these networks to achieve the impact you care about. It means exercising leadership through active participation. It means sharing by default. It means communicating through a network model, rather than a broadcast model—finding where the conversations are happening and taking part.Individuals leading with a network mindset are prioritizing activities that are often associated with facilitative or collaborative leadership. They’re seeking opportunities to distribute, rather than centralize, responsibility and authority. They’re convening diverse stakeholders, reaching out and engaging new participants in dialogues and projects, and generating coordination, cooperation and collaboration. They’re also working with an attentiveness to the nature of networks by creating and protecting spaces that build social capital (connectedness, trust, reciprocity), by brokering connections, especially across difference and nurturing self-organization, and by genuinely participating in networks and thereby leading by doing.More concretely, leading with a network mindset might, for a funder, mean:Developing an ecosystem awareness by mapping funding flows or relationships in order to better understand an issue area.Openly asking important questions, like the Packard Foundation did when they hosted their public Nitrogen Wiki for generating input to a new program strategy.Hosting town halls for listening to stakeholders—online and in-person—like Marguerite Casey Foundation has been doing with its Equal Voice campaign.Making and strengthening connections among other funders and stakeholders in an issue area.Pooling funds like the Hewlett, Packard, and McKnight Foundations have done to launch ClimateWorks.Listening to and participating in the blogosphere and Twitter stream related to an issue area, like program staff at the Robert Wood Johnson Foundation are working to do as part of their Web 2.0 Philanthropy initiative.
  11. OdiUfer, he took over the positoin of CEO of the ACLU of NJWhen came on board, his staff said, you should have your own Twitter account – you giving press conferences, this is another channel where you can do the sameHe had never tweeted before! So, his staff gave him a tweetorial .. And he was up in running – with “Ask me Anything”His job as CEO is to advocate for policies that ACLUNJ is working on – and Twitter helps him reach policy makers and the press ..He answer queries from reporters .. He educates policy makers. When makes a visit with a legilstator, they already know the issue because they have connected on Twitter.For CEOs in the room, think about what you already do that can be amplified by social …It’s not that you don’t think it is a good idea.   But you are probably, like most who work in the social change sector, incredibly busy.   Maybe you are muttering to yourself  ”Who can find the time to do social media?”    It isn’t a matter of finding the time, it is a matter of making the time and starting with some steps.    Have a conversation with your social media team and ask these questions:What do you spend time doing now that you could do better via social?What other executive directors in your field that you respect, follow or and feel inspired by are using social creatively?What are your strengths and preferences and what is the best match in terms of social channels?How will social improve things you already KNOW and value?The executive director for the ACLU-NJ, UdiOfer, had that exact conversation with his staff when he was started last February and set up a Twitter account @UdiACLU and started using Instagramand YouTube to answer questions about marriage equality, DOMA, police misconduct, and other issues on the organization’s docket.    While the communications department has suggested the idea, he was on board from the start.  He does his own all of his own tweeting and as his communications staff reports, “enthusiastically at that!”Udi was not on Twitter before he started tweeting for his organization and was a Twitter novice, but he was opened to sitting down with his communications staff for a half hour tutorial where they showed him the basics of using Twitter and how to do it from his mobile phone.  What did the trick was a “How To Tweet” cheat sheet that not only included the simple mechanics, but also sample tweets from other ACLU leaders around the country, subtle form of peer pressure. Says Eliza Stram, ACLU-NJ Communications Associate, “I was able to make the sometimes intimidating prospect of tweeting approachable and very doable. In other words, if your peer at another ACLU Affiliate can do it, then so can you!”Stram also says that her new boss was very open and enthusiastic in trying out this new way of communication with reporters, civil liberties activists, and their supporters.  Says Stram, “Without that openness, I don’t believe he would be having nearly as much fun with Twitter as he is now.”By using twitter, the ACLU-NJ’s is not just sharing what ate for breakfast, Udi provides quotes on his organization’s most important cases and issues to reporters, in addition to their traditional press release or emailed statement.  He is also publicly debating civil liberties issues with reporters, lawyers and followers.   As Eliza notes, “Something that would have been impossible to do unless you were sitting with him in his office. ”  There is the occasional personal tweet, but these serve to make him seem approachable and human.While Udi is the face of the ACLU-NJ in the organization’s “official” communications such as press releases or in newspaper articles or sound bytes on the evening news,  Twitter has become the place where he injects warmth into the organization.     Says Eliza, “This is accomplished through the “Ask Udi Anything” project, which asked ACLU-NJ’s followers to pose questions about his goals for the organization and even what his favorite karaoke song is! By answering the public’s questions in a video Udi became an accessible, humorous, and more personal face for the ACLU-NJ.”Udi is just one example of nonprofit CEOs and leaders who use Twitter and other social media platforms.   Take for exampleRobert Falls who is the artistic director of the Goodman Theater he not only uses his personal Twitter account to highlight the Goodman’s shows, but also to share creative ideas, connect with peers, and discuss the art of theatre.Getting Past the Learning CurveDon’t let the learning curve get in the way of adopting social media as a personal and organizational leadership tool for your organization as Alexandra Samuel advises in this recent post on the WSJ.   While learning any new skill or tool will feel daunting when you start, if you can get started with small steps and practice it daily for a short amount of time, like Udi you’ll be a whiz in a matter of weeks.     Samuel also offers some ways to approach social media as a personal leadership tool.  This include:Create a Leadership Dashboard:  Using a tool like Mention or Feedly, you can put together a small list of leadership blogs or publications and set aside 15 minutes a day to read.Stay Focused:  Use online visualize tools to mindmap ideasAmplify Your Voice:   If you are sharing articles suggested your staff or colleagues “read this,”  switch the channel to something like Twitter.Social Media Golf Course:   Find a tool or channel that is simply fun and have some play time.If you are a nonprofit CEO, how did you get comfortable with incorporating social media into your personal and organizational leadership tool kit?   What support and encouragement did your staff provide?   Do you have an “ah ha” moment from social media a leadership tool that convinced you it wasn’t a waste of time?
  12. Helen Clarke – consistently on Twitter engaging with other world leadersBut also in advance of Davos – use it as an opportunity to discuss civil society issues with anyone interested in Twitter ..World leaders have gone from tweeting under the table, to have the twitter on the wall, to engaging with others about important policies
  13. But, it isn’t just a spectator sport, it’s a contact sport – you have to be presence and engage ..This is the hard part … especially for CEOs of a certain age – this shift ..
  14. So sharks aren’t really our focus. We work mostly on sustainable seafood and overfishing.But Ray reaaaaaaly loves sharks. This could be a big problem.
  15. 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 2015Starts at the top … with the HIPPO …. Reid Hoffman and DJ Patel – at
  16. http://www.flickr.com/photos/mkrigsman/3428179614/DoSomething has three 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.
  17. 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”
  18. 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
  19. 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.
  20. 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/
  21. 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.
  22. 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.
  23. 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!
  24. Social Media generates a lot of data or what some have called “ambient social data.”   Given that a lot of international organizations work on policy research, can social data be a useful source of data to inform policy research?This is the whole topic of a research report called “Social Media and Public Policy” from the Alliance for Useful Evidence.   This report looks at the question:  Can the myriad of human connections and interactions on the web provide insight to enable government to develop better policy, understand its subsequent impact and inform the many different organizations that deliver public services?  The report is based on an evaluation of available literature and interviews with 25 experts  from a number of disciplines.     Given that developments in this field are at in the embryonic stage, the report provides some helpful  signposts  rather than definitive answers.Key findings:Social media presents a growing body of evidence that can inform social and economic policy. It has value for government, the policy community and public service delivery organisations.It offers a nascent but rapidly growing opportunity to overhaul and significantly enhance the process by which government understands society and the impact of its policies.The methodology, tools and processes required to generate evidence from social media that is robust enough for policy making are not currently available, but are realisable in the near–term.Evidence drawn from social media becomes useful and far more powerful when matched with other data sources. Other data sources also enable the corroboration and verification of social media data.Many of the techniques required to develop new socio–economic metrics drawing on social data are being pioneered by international development agencies, with citizen–led initiatives playing a pivotal role.
  25. http://post2015.unglobalpulse.net/http://www.unglobalpulse.orgThe report shares several case studies and includes an addendum listing many projects.   There a case study on UN Global Pulse one of the most notable examples,  an innovation initiative launched by the Executive Office of the United Nations Secretary-General, in response to the need for more timely information to track and monitor the impacts of global and local socio-economic crises. The Global Pulse initiative is exploring how new, digital data sources and real-time analytics technologies can help policymakers understand human well-being and emerging vulnerabilities in real-time, in order to better protect populations from shocks.  The initiative was established based on a recognition that digital data offers the opportunity to gain a better understanding of changes in human well-being, and to get real-time feedback on how well policy responses are working. The overarching objective of Global Pulse is to mainstream the use of data mining and real-time data analytics into development organizations and communities of practice.There are many labs working on projects.  One recent project is a real-time analysis and data visualization of the post2015 conversation on Twitter.  Global Pulse partnered with the UN Millennium Campaign on a project that aims to shed insight on which Post-2015 relevant topics are talked most about by people on social media around the world.   In addition to surveying people directly and asking them to rank priorities, one can also pay attention to what people say about what’s on their minds right now.  For this purpose, social media data is a great source of real-time information.   By searching approximately 500 million new posts on Twitter every day for tweets relevant to 16 key development topics, it is possible to see which topics are most talked about in different countries at different times. Through a collaboration with DataSift,  Global Pulse is able to search for approximately 25,000 keywords in English, French, Spanish, and Portuguese, yielding around 10 million new tweets each month.- See more at: http://www.bethkanter.org/?p=9143&preview=true#sthash.MouwQJzr.dpuf
  26. We’ve seen some of the flyers but not all nonprofits are quite there – and there is a lot of room for improvement – so I’m going to end with a couple of quick points of about where ….Measurement DisciplineSmall pilots Data LiteracyImproving and Proving Results
  27. Counting is just counting – and to get at better impact you have to understand the numbers, put it in context, look at the numbers against your strategy and goals
  28. -What’s hard is having the conversation to connect social media strategies/metrics to ladder them to organizational outcomes-Takes some time to get everyone on the same page, but can be done …..
  29. There’s a big need for improved data literacy – both in-house for the basics – and but also working with measurement and analytics geeks – data nerds, and data scientists. There are a number of orgs that do volunteer matching. Raise the level of in-house literacy – much more effective working with professionals. Peer learning networks are also another good intervention.
  30. Measurement tools collect data, generate reports and visualization – and different tools collect different dataIt falls into three different categories If the goal you are measuring is about sentiment or messaging, you want a content analysis toolIf the goal you are measuring is about attitudes or preferences, you’ll be doing a survey – If the goal you are measuring is about reach, engagement, or action – then you want to use an analytics tool
  31. The best tool is excelMany of these professional and free tools export to excel – need to do a little more work to make it a dashboard, not just the data – otherwise it is just triva
  32. http://www.flickr.com/photos/40991157@N02/3923081100/Learning from failure ..
  33. http://bit.ly/network-leadership