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A measurement model specifies how you define success – and failure

  1.
  1    What is your organizational goal? What do you do that no one else does?
                o   o gani ational                o

  2.   What do you need to do to achieve the organizational goal?

  3.
  3    What channels are essential to do what you need to do?

  4.   Channel goals: What do you expect each channel to do?

  5.
  5    Key Performance Indicators: Metrics that tell you when to:
       •  Celebrate, and expand
       •  Try harder, or try something else
       •  Stop doing something that’s not working

  6.   KPI targets: The numbers to shoot for

  7.   KPI owner: The decision-maker; the person who takes action depending on
       whether the target was met

  8.   Segments: Slices of the metric that help you understand what’s making the
       number go up or down – and take action

  9.   KPI data sources: Where you get the data
Measurement model - SITE

Organizational goal
                 Inform/serve people who                           [What are the characteristics of your target audiences?]

                 so that they                                      [What do you want people to do or change?]

What do you                     Create awareness.                        Provide unique information and services that engage            Build and maintain a       Collect donations.
need to do to                                                                               stakeholders.                                   database of
achieve the                                                                                                                                stakeholders.
organizational
goal?

Site goals       The destination for calls to action from online    Provide _____________________ about _____________ and lets          Sign up stakeholders      Collect donations from
                      and offline marketing campaigns.                         stakeholders do _____________________.                   for _______; collect           individuals.
                                                                                                                                            preferences.


Key                 Branded traffic       Awareness ratings          Local visitor [top    Visits/unique page       Task completion     No. of stakeholders       No. of stakeholders
Performance         (direct, search)    from quarterly offline        landing page]         views/searches/               rate                by type             by type who donate
Indicators                                    surveys                  bounce rate           downloads to
                                                                                               __________
KPI targets                                                                                                                               x,xxx type A, xxx         x,xxx type A, xxx
                          x%               x% "very aware"                  x%                     x,xxx                      x%
                                                                                                                                               type B                    type B
KPI owner         Marketing director      Marketing director               Editor                 Editor                  Editor            Development               Development
                                                                                                                                              director                  director
Segments:        Went to more than 2    Are in the                 Came from a mobile     Enter the site from  Have come to the site    Sign up after receiving   Came to the site
Visitors who…    pages                  _________stakeholder       device                 search with keywords more than x times in     an email campaign         through a campaign.
                                        group                                             about _____          the last _________

                 Used branded           Are aware but don't        Came on a weekend      Who use internal site Saw at least one page                             Visited content about
                 keywords about         like ______________        vs. a weekday          search with keywords of content about         Have come to the site     __________
                 _________                                                                about ______          ____________            more than x times in
                                                                                                                                        the last __________

KPI data source Google Analytics        Offline survey tool        Google Analytics       Google Analytics        Online survey tool    Contact/donation          Contact/donation
(may need                                                                                                                               database; Google          database; Google
customization)                                                                                                                          Analytics                 Analytics
Measurement model - Weekly e-mail newsletters

Organizational goal
                Inform/serve people who               [What are the characteristics of your target audiences?]

                 so that they                         [What do you want people to do or change?]

What do you            Create awareness.                 Provide unique information               Build and maintain a database of                  Collect donations.
need to do to                                             and services that engage                         stakeholders.
achieve the                                                    stakeholders.
organizational
goal?

Weekly e-mail        Inform subscribers about            Provide subscribers with time-      Give subscribers info on how to change info          Direct subscribers to the
newsletter       information and services on the         sensitive info that's relevant to                or unsubscribe.                              donation page.
goals            site that they want and/or need.                     them.


Key               Click to delivery rate (no. of         E-mail bounce rate (no. of e-       Subscriber retention Completion rate (no.          E-mail newsletter donation
Performance      clicks / no. of e-mails delivered)       mail newsletter visits with a            rate (no. of          of visits that         completion rate (no. of visits
Indicators                                              single page view / no. of e-mail      subscribers - bounce completed task / no.       from e-mail newsletter donation
                                                               newsletter visits)            backs - unsubscribes / of visits that started)     calls-to-action that completed
                                                                                               no. of subscribers)                                process / no. of visits that
                                                                                                                                                            started)
KPI targets
                                 x%                                    x%                             x%                     100%                           x%
KPI owner                       Editor                               Editor                      Development            Development               Development director
                                                                                                   director               director
Segments:        Came from a mobile device             Are in the _______ stakeholder        Are in the ________    Came through an ad        Came to the site through a
Subscribers                                            group                                 stakeholder group      in the newsletter vs.     campaign.
who…                                                                                                                links at the bottom

                 Came on a weekend vs. a               Went to ___________ landing                                                            Visited content about
                 weekday                               page                                                                                   __________



KPI data         E-mail newsletter service,            Google Analytics                      E-mail newsletter      Google Analytics          Contact/donation database;
source (may      Google Analytics                                                            service,                                         Google Analytics
need                                                                                         contact/donation
customization)                                                                               database
Measurement Model - Event

Organizational goal
                Inform/serve people who            [What are the characteristics of your target audiences?]

                 so that they                      [What do you want people to do or change?]

What do you            Create awareness.              Provide unique information        Build and maintain a           Collect donations.
need to do to                                          and services that engage             database of
achieve the                                                 stakeholders.                  stakeholders.
organizational
goal?

Event goals          Inform attendees about             Provide attendees with the           Register new         Collect donations and provide
                  information and services that      information, experience and/or        stakeholders and        info about donating online.
                     they want and/or need.            services that they expected.       collect new and/or
                                                                                           updated info from
                                                                                         current stakeholders.
Key              Task completion rate (offline        Satisfaction ratings from               No. of new         No. of donors at the event, no.
Performance             and/or online)               onsite or post-event surveys            stakeholders         who cited the event on the
Indicators                                                                                                            online donation form
KPI targets                                                                               x,xxx type A, xxx
                                x%                         x% "very satisfied"                                      x,xxx type A, xxx type B
                                                                                               type B
KPI owner           Event director or editor                 Event director                 Development              Development director
                                                                                              director
Segments:        Are in the ______ stakeholder      Are in the _______ stakeholder      Are in the ________      Were previous donors
Attendees        group                              group                               stakeholder group
who…

                 Knew about the                     Went to ___________ content         Signed up for e-mail     Came to the site through a
                 organization/level of              after completing survey online      newsletters for more     special event URL/offer
                 engagement prior to the event                                          info about ________



KPI data         Onsite and online survey tools,    Onsite and online survey tools,     Onsite registration      Contact/donation database;
source (may      Google Analytics                   Google Analytics                    process/system,          Google Analytics
need                                                                                    contact/donation
customization)                                                                          database

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Measurement model specifies organizational success

  • 1. A measurement model specifies how you define success – and failure 1. 1 What is your organizational goal? What do you do that no one else does? o o gani ational o 2. What do you need to do to achieve the organizational goal? 3. 3 What channels are essential to do what you need to do? 4. Channel goals: What do you expect each channel to do? 5. 5 Key Performance Indicators: Metrics that tell you when to: • Celebrate, and expand • Try harder, or try something else • Stop doing something that’s not working 6. KPI targets: The numbers to shoot for 7. KPI owner: The decision-maker; the person who takes action depending on whether the target was met 8. Segments: Slices of the metric that help you understand what’s making the number go up or down – and take action 9. KPI data sources: Where you get the data
  • 2. Measurement model - SITE Organizational goal Inform/serve people who [What are the characteristics of your target audiences?] so that they [What do you want people to do or change?] What do you Create awareness. Provide unique information and services that engage Build and maintain a Collect donations. need to do to stakeholders. database of achieve the stakeholders. organizational goal? Site goals The destination for calls to action from online Provide _____________________ about _____________ and lets Sign up stakeholders Collect donations from and offline marketing campaigns. stakeholders do _____________________. for _______; collect individuals. preferences. Key Branded traffic Awareness ratings Local visitor [top Visits/unique page Task completion No. of stakeholders No. of stakeholders Performance (direct, search) from quarterly offline landing page] views/searches/ rate by type by type who donate Indicators surveys bounce rate downloads to __________ KPI targets x,xxx type A, xxx x,xxx type A, xxx x% x% "very aware" x% x,xxx x% type B type B KPI owner Marketing director Marketing director Editor Editor Editor Development Development director director Segments: Went to more than 2 Are in the Came from a mobile Enter the site from Have come to the site Sign up after receiving Came to the site Visitors who… pages _________stakeholder device search with keywords more than x times in an email campaign through a campaign. group about _____ the last _________ Used branded Are aware but don't Came on a weekend Who use internal site Saw at least one page Visited content about keywords about like ______________ vs. a weekday search with keywords of content about Have come to the site __________ _________ about ______ ____________ more than x times in the last __________ KPI data source Google Analytics Offline survey tool Google Analytics Google Analytics Online survey tool Contact/donation Contact/donation (may need database; Google database; Google customization) Analytics Analytics
  • 3. Measurement model - Weekly e-mail newsletters Organizational goal Inform/serve people who [What are the characteristics of your target audiences?] so that they [What do you want people to do or change?] What do you Create awareness. Provide unique information Build and maintain a database of Collect donations. need to do to and services that engage stakeholders. achieve the stakeholders. organizational goal? Weekly e-mail Inform subscribers about Provide subscribers with time- Give subscribers info on how to change info Direct subscribers to the newsletter information and services on the sensitive info that's relevant to or unsubscribe. donation page. goals site that they want and/or need. them. Key Click to delivery rate (no. of E-mail bounce rate (no. of e- Subscriber retention Completion rate (no. E-mail newsletter donation Performance clicks / no. of e-mails delivered) mail newsletter visits with a rate (no. of of visits that completion rate (no. of visits Indicators single page view / no. of e-mail subscribers - bounce completed task / no. from e-mail newsletter donation newsletter visits) backs - unsubscribes / of visits that started) calls-to-action that completed no. of subscribers) process / no. of visits that started) KPI targets x% x% x% 100% x% KPI owner Editor Editor Development Development Development director director director Segments: Came from a mobile device Are in the _______ stakeholder Are in the ________ Came through an ad Came to the site through a Subscribers group stakeholder group in the newsletter vs. campaign. who… links at the bottom Came on a weekend vs. a Went to ___________ landing Visited content about weekday page __________ KPI data E-mail newsletter service, Google Analytics E-mail newsletter Google Analytics Contact/donation database; source (may Google Analytics service, Google Analytics need contact/donation customization) database
  • 4. Measurement Model - Event Organizational goal Inform/serve people who [What are the characteristics of your target audiences?] so that they [What do you want people to do or change?] What do you Create awareness. Provide unique information Build and maintain a Collect donations. need to do to and services that engage database of achieve the stakeholders. stakeholders. organizational goal? Event goals Inform attendees about Provide attendees with the Register new Collect donations and provide information and services that information, experience and/or stakeholders and info about donating online. they want and/or need. services that they expected. collect new and/or updated info from current stakeholders. Key Task completion rate (offline Satisfaction ratings from No. of new No. of donors at the event, no. Performance and/or online) onsite or post-event surveys stakeholders who cited the event on the Indicators online donation form KPI targets x,xxx type A, xxx x% x% "very satisfied" x,xxx type A, xxx type B type B KPI owner Event director or editor Event director Development Development director director Segments: Are in the ______ stakeholder Are in the _______ stakeholder Are in the ________ Were previous donors Attendees group group stakeholder group who… Knew about the Went to ___________ content Signed up for e-mail Came to the site through a organization/level of after completing survey online newsletters for more special event URL/offer engagement prior to the event info about ________ KPI data Onsite and online survey tools, Onsite and online survey tools, Onsite registration Contact/donation database; source (may Google Analytics Google Analytics process/system, Google Analytics need contact/donation customization) database