Uploaded byBeth Kanter
SNCR Webinar - Jan 4, 2013
This document summarizes a presentation by Beth Kanter and KD Paine on becoming a data-informed nonprofit. It discusses the 7 basic steps of measurement for networked nonprofits and introduces a maturity model for measurement practice with four stages: crawl, walk, run, fly. Key advice includes starting simply by discussing desired results and identifying relevant metrics, experimenting to evolve measurement over time, and using data to learn and improve. The presenters emphasize how measurement can help nonprofits better understand their impact and become more effective.
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SNCR Webinar - Jan 4, 2013
- 1. Becoming A DataInformed Nonprofit The 7 Basic Steps of Measurement Beth Kanter and KD Paine, Co-Authors Measuring the Networked Nonprofit Society of New Communications Research Webinar January, 2013
- 2. Agenda Data- Informed 7 Steps Questions
- 3. Beth Kanter: MasterTrainer, Blogger, Author, ChangeMaker
- 4. The Single MostImportant Lesson About Networks and Measurement
- 5. Meet Keo Savon I’mdonating my author royalties to the Sharing Foundation’s Education Program to send her to college!
- 6. Katie Delahaye Paine Chairman & Founder KDPaine & Partners Chief Marketing Officer News Group International kdpaine@kdpaine.com www.kdpaine.com http:/kdpaine.blogs.com Fellow and Board Member: Society for New Communications Research IPR Measurement Commission
- 7. About Us- It’sComplicated Katie Paine is Chief Marketing Officer of News Group, a global monitoring, measurement & social media company Her company, KDPaine & Partners is part of Salience Insight, News Group’s measurement practice We provide customized research to help you define and measure your success. 7
- 9. Social Media NonprofitROI Poetry Slam 2009
- 10.
- 11. The Return byDanielle Brigida, NWF Once upon a non-profit theory, measurement was weak and weary, Over many a quaint and curious meetings with little to account for, While I nodded, nearly napping, an idea for a strategy came a tapping, What if measurement could include social interactions and what they stand for? I shall investigate - I muttered - to know what ROI could account for Instantly I knew, this was something I must explore
- 12. Used Design-Thinking ToDevelop Book Packard Foundation – OE Program
- 13. A Network Mindset:A Leadership Style • Openness, transparency, decentralized decision-making, and collective action. • Listening and cultivating organizational and professional networks to achieve impact • Leadership through active participation. • Sharing control of decision-making • Blending networking with strategy for results • Data-Informed culture
- 14. If you can’tfly 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.”
- 15. Maturity of Practice:Crawl-Walk-Run-Fly CRAWL -1 WALK-2 RUN-3 FLY-4 Categories Practices CULTURE Networked Mindset Institutional Support CAPACITY Staffing Communications Strategy MEASUREMENT Analysis Tools Adjustment LISTENING Brand Monitoring Influencer Research CONTENT Integration and Optimization ENGAGEMENT Ladder of Engagement NETWORK Champions/Aligned Partners Relationship Mapping
- 17. The Five Stagesof Measurement Acceptance in the Nonprofit Sector Data Delight Informed Confusion Fear Denial
- 18. Denial I don’t have the time to measure.
- 19. Fear What if my strategy or program doesn’t show success?
- 20. Confusion I know I should measure our social media and network, but not sure what or how?
- 21. Hey check out Delight these cool charts and graphics!
- 22. Data Informed Successful networks and social media start with measurement
- 23. Data-Informed Culture: Itstarts from the top! Do Something.org
- 25. Tear down thosesilos and walls around data …
- 26. More time thinkabout that the data, then collect it
- 28.
- 30. Why did itfail? What did we learn? What insights can use next time around? DoSomething.Org’s Fail Fest
- 31. Becoming A NetworkedNonprofit: Maturity of Practice Model – Data Informed Crawl Walk Run Fly Lacks consistent data Data collection Data from multiple Org Wide KPIs collection consistent but not sources shared No reporting or Data not linked to System and structure for Organizational synthesis results, could be wrong data collection Dashboard with data different views, sharing Decisions based on gut Rarely makes decisions Discussed at staff Data visualization, to improve meetings, decisions reporting, formal made using it reflection process
- 32. Advice for Nonprofits:Becoming Data-Informed: Change Is Easier With Baby Steps • Begin at the end – discuss and identify results • Curator of metrics • Use experiments to help evolve • Get started with a small data collection project that is high priority in your organization • Make time to learn from results
- 33. Results Value Metric Increase donations More efficient fund raising % reduction in cost per dollar raised Increase donor base More revenue from a more diverse % increase in new donors base Increase number of volunteers More gets done, % increase in volunteers Less burden on existing volunteers or staff Increase awareness Increase donors/volunteers % increase in awareness, Change in behavior % increase in visibility/prominence, Positive correlation between increase in donors vs. visibility Improve relationships with existing Better management, more stable % improvement in relationship donors/volunteers finances scores, % increase in donation from existing donors Improve engagement with Better feedback and ideas for % increase in engagement stakeholders innovation (comments on YouTube, shares on Better understanding of attitudes Facebook, comments on blog, etc. and perceptions of stakeholders Change in behavior Achieve the mission % decrease in bad behavior, % increase in good behavior Change in attitude about your % likely to volunteer or donate % increase in trust score or organization increases relationship score Increase in skills and knowledge of Improved results from intangible to Increase in revenue per employee, staff Learning tangible % employees understanding their Using best practices, saving time roles and organizational mission
- 34. If you wantto change the world: Be Networked, Use Measurement, and Make Sense of Your Data!
- 35. Thank you! www.bethkanter.org www.facebook.com/beth.kanter.blog @kanter onTwitter www.measurenetworkednonprofit.org
Editor's Notes
- #2 Beth Kanter and KD Paine, co-authors of the newly published Measuring the Networked Nonprofit, will share tips, stories, and lots of practical information about your nonprofit can transform its culture to embrace the data.The webinar will share a powerful simple framework, "The 7 Steps of Measurement," that will help your organization learn how to set measurable goals, come up with the perfect Key Performance Indicator, select the right measurement tools and metrics, and most importantly how to make sense of your data. We'll also share some some tips and frameworks for measuring engagement to improve relationships with your organization's stakeholders.
- #4 Worked in the nonprofit sector for over 33 years. Had a front row seat at the creation of a field – nonprofit technology – use of technology for mission-driven work. I’m a master trainer so I get to travel around the work and work with changemakers on how to use the tools for social change or mission driven work. Most recently, have designed and delivered curriculum for nonprofits to become networked nonprofit – Middle East, Africa, India, etc. There are wicked problems in the world -- I’m passionate about social change and strongly believe that two of the skills that nonprofits need to embrace to solve them. Also a share of the royalities are going
- #5 I was lucky to have a front row seat at the beginning of the nonprofit tech field back in 1992 – when nonprofits were first exploring how the Internet could be used for activist and mission-driven work. I confess to being an early adopter – someone who overpaid for technology tools that didn’t work and still do that today.My first job in this area was with an online network called Arts Wire where I learned new technologies as they came out – like email, HTML, and created and lead trainings, provided online support. I was reflecting back to those days and I realized that part of my work included content curation, although at the time I didn’t call it that.
- #6 Meet KeoSavon. It is important to me that the book has a social change mission so I am donating my royalities to send her to college in Cambodia through supporting the Sharing Foundation program for education. It will make difference in her life.She is a civil engineering major and is 2nd in her class. I met her this summer when I visited Cambodia. She lives in the orphanage that my daughter came from in Cambodia – and KeoSavon also calls me “mom.” She told me she wants to go to graduate school in the US – MIT or Stanford. I told her that I would have to sell a lot of books!
- #9 The book covers basic measurement techniques and frameworks like how to measure engagement, relationships, influence, define success, social fundraising, as well as some of the more difficult networked nonprofit strategies like networks, transparency, and crowdsourcing.It has a lot of practical information and tips – but I’d like to share with you one idea from the book – and that’s about becoming data informed, but first I have to tell you about my own measurement story.
- #11 Welcome! At the SXSW Nonprofit Poetry SlamFour brave panelists will cramTheir ROI stories into five minutes timeAnd present their Powerpoint slides in rhymeExpert judges will listen and let it ripand share many a metrics and measurement tipOur expert judges will impresssharing their wisdom in five minutes or lessDear audience you will also have a turnDon't just sit back and passively learnAsk questions, make comments, share your expertiseUse this twitter hashtag as your mouthpieceShould you want to stand up in Q/A and recitea Social Media Nonprofit ROI poem, we'll hand you the micSo, listen geeks and you will hearHow these four nonprofits persevereto apply David Armano's listen, learn, and adaptKD Paine's measure, calculate, and mapto their twitter, blog, youtube, or facebook appBest of all, their managers don't think social media's crap
- #13 The book covers basic measurement techniques and frameworks like how to measure engagement, relationships, influence, define success, social fundraising, as well as some of the more difficult networked nonprofit strategies like networks, transparency, and crowdsourcing.It has a lot of practical information and tips – but I’d like to share with you one idea from the book – and that’s about becoming data informed, but first I have to tell you about my own measurement story.
- #14 For nonprofits, to be successful means leading with a network mindset … that’s an emerging leadership style that characterized by greater openess, transparency, collective action AND achieve impact. And that means using measurement and data for decisiono-making …
- #15 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.”
- #18 One of the reasons why I wanted to co-author this book with the goddess of measurement is that the nonprofit sector has some challenges in embracing measurement …. We wanted to create a handbook that help nonprofits get past these challenges .. .and approach measurement like many of you do – being data informed.
- #21 http://www.flickr.com/photos/firecloak/6774418629/sizes/l/in/photostream/
- #22 http://www.flickr.com/photos/hockeyshooter/4132732687/
- #23 http://www.flickr.com/photos/theimagegroup/369893824/
- #24 There’s another important organizational skill - data-informed this describes agile, responsive, and intelligent nonprofitsthat are better able to succeed in a rapidly changing environment and can fuel networks of networks. DoSomething.org has a big hairy social change goal: To harnesses teenage energy and unleash it on causes teens care about by launching a national campaign per week. The call to action is always something that has a real impact and does not require money, an adult, or a car. Their measurable goal is to get 5 million active teen members engaged in social change campaigns by 2015. Their use of social media, mobile, and data all strategically selected and use to reach that goal.They are a networked nonprofit with a data informed culture – and it started at the top with their board and advisors ..Reid Hoffman and DjPatil – “A Data Scientist” – have advised the CEO – Nancy Lublin – not only what infrastructure is needed to collect and make sense of data, but how she as the leader can’t rely on hunches – decisions – have to be informed by data.
- #26 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.
- #27 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.”
- #29 http://gawker.com/5950941/kathie-lee-dropped-a-puppy-on-his-head-on-live-tv-todayhttp://www.youtube.com/watch?v=sQzo_3yIc8M
- #30 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.
- #31 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/
- #32 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/
- #33 Becoming Data-Informed: Change Is Easy With Baby StepsChanging an organization’s culture to a more data-informed approach must begin with baby steps. While it does not have to be difficult to orchestrate, it does need to start from the top. Unless senior management can agree on the definitions of success and how they will be measured, you can waste a tremendous amount of time accumulating data but not using it. In Chapter 4, we describe the basic steps of any measurement program and discuss how to set up a measurement pilot program. Chapter 5 discusses how to identify the value of success. Getting started on the path to becoming a data-informed nonprofit is a matter of having some important internal conversations. It is not just about having new inspiration about measurement or working with new tools; it means thinking differently about the organization and how it works.Begin at the End: Discuss and Identify ResultsIf your organization doesn’t know exactly what you’re going to measure, you can’t become data-informed. Unless you have a discussion upfront of what success looks like, you’ll end up collecting data, but it won’t help you make decisions. You will waste your time. So begin at the end by carefully identifying desired outcomes. Don’t be afraid of a bit of healthy disagreement. The best measurement programs are borne of—and benefit from—lively conversations about what really matters to the organization and who can “claim credit” for what. You need to keep your “mission” hat on and keep the conversation focused on the ultimate goals of the organization. Just keep repeating, it’s not about “credit”—it’s about achieving the mission. You will also want to manage expectations: What is realistic to expect given your current investment in social media, or compared to peer organizations? What do short-term, medium, and longer-term results look like?You might need to bring in an outside consultant to facilitate a meeting to help get consensus on what you want to measure or clarity on results. Or you may need to bring in a measurement expert to help you clarify what you want to measure and why. This doesn’t have to be expensive. For example, as we discuss in Chapter 8, the Analytics Exchange helped the American Leadership Forum by supplying an analytics volunteer to help create a framework and system for gathering data. Become a Curator of MetricsIf you are the person responsible for implementing social media for your organization, either part time or as your whole job, you need to become what John Lovett defines as a “Curator of Metrics” in his book Social Media Metrics Secrets.This is someone, like Carie Lewis from the Humane Society whom we introduced you to do in Chapter 1, who knows the difference between different types of metrics and ensures that her organization is using data in an intelligent way. A curator of metrics knows how to help guide their organization into choosing the right metrics, and knows how to report insights in a way that connects them to organizational goals.Use Experiments To Make The Case To EvolveOne way to evolve into a data-informed organization is through implementing a series of social media measurement experiments, as described below and in Chapter 4. Each one needs to have solid metrics, and should be designed to provide results that will help you make the case to evolve. Keep the end in mind when agreeing on how experiments will be structured, run, and measured. The experiments should not be willy-nilly, but help you develop and test your strategies and tactics – and lead the way to best practices. Take a Baby Step: My First Data Collection ProjectTo get started, select a project, event, small campaign, or program that is a high priority on your organization’s work plan for the year, that incorporates social media, and that you can apply a couple of good metrics to. Be mindful of other organizational deadlines that may divert energy and focus from this important first baby step. You might find it difficult to set aside quality time to focus on it. Don’t try to measure every objective or collect all potential relevant data. Make it easy to manage. You should also have a very clear idea about what you want to learn. Keep in mind that you are going to take your report and use it to make the case for a more comprehensive measurement program. It’s important to make sure that anyone who is going to use the data, or sit in a meeting and review the data, buys into your metrics. That could be the Executive Director, a program manager, the board of trustees, or other people in your department. If there are many different decision makers you may need to do a formal survey to make sure that everyone ends up on the same page. Sara Thomas, who handles social media for the Ocean Conservancy, says, “It was really useful to bring in my entire department on the effort rather than working solo on the project. This helped with buy-in.”Learn from Your ResultsOnce you collect your data, analyze it and understand how it can help inform decisions. Make sure you educate through examples. Show how adding a data-informed approach to your social media or all media or programs can avoid ineffective campaigns and increase audience satisfaction.More importantly, you don’t just need to develop discipline around collecting data, what you want is the discipline to look at what you’ve collected and generate insights. That requires reflection, not just counting.Doing a measurement pilot will help create the discipline of stepping back from whirlwind of social media tactical implementation, but also wrestle with larger questions about how social media fits into an organization’s overall efforts. Which vehicles and channels gain us the most traction? How should we adjust our workload internally to reflect those results? How are our social media activities helping us meet our overall strategic goals? How are our efforts using social media supporting our programs?Reflecting does not have to be a private activity. It can be done in connected, transparent ways. The organization’s blog or website can be a place to share lessons learned with readers, and ask them for their feedback and suggestions as well. The result: a powerful way to learn and improve over time.ConclusionTo start the shift to a data-informed culture, you must begin with small incremental steps with the full support of leadership. It’s important to think big, looking at key results, but since many outcomes deal with long-term changes, you can’t get there overnight, nor can your organization transform its culture overnight. Keep the steps small and manageable. As your organization’s culture begins to shift, then when you present reports on social media activities, you get better questions from your executive director or board. You don’t get asked how many fans do we have or what does that mean? You get questions that help you Kanter, Beth. (October, 2011) Are You A Curator of Metrics? [Blog post]. Retrieved from http://www.bethkanter.org/curator-metrics/Thomas, Sara, private conference call peer learning group with David and Lucile Packard grantees with Beth Kanter, September, 2011
- #35 The central message of the book is: If you want to change the world: Be Networked, Use Measurement, and Make Sense of Your Data!
- #36 http://bit.ly/network-leadership