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The FLIRT model of
                              Crowdsourcing

                              FOCUS   LANGUAGE   INCENTIVES   RULES   TOOLS




                           Five steps to successfully engaging the crowds


Friday, February 8, 2008                                                      1
Company Perspective   Customer Perspective




                                         FOCUS      WHAT?
                           Strategic
                                                    WHY?


                                                                           WHAT?


                                       LANGUAGE



                                                                           WHY?


                           Tactical    INCENTIVES



                                                    HOW?


                                         RULES


                                                                           HOW?


                           Technical     TOOLS




Friday, February 8, 2008                                                                         2
Creation &    IP transfer                                    Creation &
                                                                           Platform
                           Interaction     & Legal                                       Sharing



                                                    Scale of      Customers/                  Monitoring &
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                  Action



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization      Social
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                     3
Creation &    IP transfer                                     Tools of
                                                                           Platform
                           Interaction     & Legal                                       Creation



                                                    Scale of      Customers/                  Tools for the
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                 Company



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization    Nature of
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                      4
Focus consists of six
                              subelements
        •   Business objectives             •   Scope of activity
        •   Customer participants           •   Scale of activity
        •   Organization Capabilities       •   Depth of activity
        These non-negotiable determinants   These negotiable determinants are
        are to be taken into account as     used to define the planned
        given when defining activity.        crowdsourcing activity on a rough
                                            scale.
        In the long run also these
        determinants become negotiable.     When defining these three
                                            elements, they need to be reflected
                                            on each of the constraints - as
                                            follows...

Friday, February 8, 2008                                                         5
Focus
                     Scope                                                        Scale                                                    Depth




                Answers                                                   Added cost                                                    Business
                                         Customer                                                     Customer                                                Customer
                 central                                                 vs. economies                                               benefits exceed
                                        Participants                                                 Participants                                            Participants
             business needs?                                                 of scale?                                                 added risk?




                                                     Suitable                                                   Manageable                                            Significance of
      Business               Scope of                             Business                Scale of                            Business            Depth of
                                                   for ‘human’                                                    by the                                               control and
     Objectives              Activity                            Objectives               Activity                           Objectives           Activity
                                                    systems?                                                     people?                                             access sufficient?



               Respective                                                 Support for                                                Organization
               resources                Organization                     scaling across              Organization                                            Organization
                                                                                                                                    able to bear and
               committed                Capabilities                     organizational              Capabilities                                            Capabilities
                                                                                                                                      manage risk?
              and capable?                                                 borders?




Friday, February 8, 2008                                                                                                                                                                 6
Creation &    IP transfer                                     Tools of
                                                                           Platform
                           Interaction     & Legal                                       Creation



                                                    Scale of      Customers/                  Tools for the
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                 Company



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization      Social
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                      7
Language
                      • Social Objects
                          • The “social glue” of the community: why people talk to these people/this company instead
                            of talking to other people/other companies
                          • Not scope as in Focus element but instead the medium via which to sell the scope of the
                            company to the people
                          • In order for the community to thrive, these social objects need to be playable and able to
                            activate people
                      • Social Interaction
                          • The nature of interaction around the social objects, focus on:
                               • Identity
                               • Presence
                               • Relationships
                               • Conversations
                               • Grouping
                               • Reputation
                               • Sharing
                      • Company Presence
                          • Authenticity
                          • Transparency
                          • Human Face / Community Management

Friday, February 8, 2008                                                                                                 8
Creation &    IP transfer                                     Tools of
                                                                           Platform
                           Interaction     & Legal                                       Creation



                                                    Scale of      Customers/                  Tools for the
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                 Company



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization    Nature of
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                      9
Incentives
         • Intrinsic incentives
             • Related to the reward from simply undertaking activity, e.g.
                  • Self Efficacy
                  • Learning from doing
                  • Challenge
                  • Satisfying need for creativity
                  • Obligation
         • Extrinsic subjective incentives
             • Related to the reward of undertaking activity as part of community / for an organization, e.g.
                  • Peer recognition
                  • Company recognition
                  • Learning from others
                  • Exposure
                  • Reputation
                  • Social Capital
                  • Exclusivity (channels / resources)
         • Extrinsic objective incentives
             • Explicit rewards, have direct monetary value, e.g.
                  • Products
                  • Services
                  • Gift cards
                  • Subscriptions
                  • Cash
Friday, February 8, 2008                                                                                        10
Creation &    IP transfer                                      Tools of
                                                                           Platform     Creation and
                           Interaction     & Legal
                                                                                          Sharing


                                                    Scale of      Customers/                   Tools for the
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                  Company



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization    Nature of
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                       11
Rules
                      • Initiation
                          • Open or closed?
                          • Screening protocols?
                          • Personal info required?
                      • Creation
                          • Quality constraints
                          • Format constraints
                          • Manufacturing constraints
                          • Arbitrary constraints
                          • Deadlines
                          • Criteria of Approval
                          • Other constraints
                      • Interaction
                          • Seeing others ideas
                          • Building on others ideas
                          • Remixing / mashing up
                      • IP & Legal
                          • IP transfer
                          • Copyright issues
                          • Responsibility releases

Friday, February 8, 2008                                        12
Creation &    IP transfer                                    Creation &
                                                                           Platform
                           Interaction     & Legal                                       Sharing



                                                    Scale of      Customers/                  Monitoring &
               Initiation           RULES                                         TOOLS
                                                    Activity      Participants                  Action



                                          Business                         Depth of
                                                               FOCUS
                                         Objectives                        Activity



              Extrinsic                             Area of       Organization                    Social
                                 INCENTIVES                                      LANGUAGE
              Objective                             Activity      Capabilities                   Objects



                            Extrinsic                                    Organization    Nature of
                                            Intrinsic                     Presence      Interaction
                           Subjective



Friday, February 8, 2008                                                                                     13
Tools
       • Platform                                           • Identity
                                                                • profile pages and customization tools
           • proprietary                                    • Presence
           • 3rd party                                          • presence indicators
           • hybrid                                             • location indicators
       • Creation                                               • nearness indicators
           • web tools                                      • Relationships
                                                                • social network (binary)
           • downloadable software / client                     • social graph (typological)
           • 3rd party                                      • Conversations
           • physical tools                                     • IM
       • Interaction                                            • IRC
       • Monitoring                                             • Forum
                                                            • Grouping
           • Technology / algorithm                             • groups
           • Pre-moderation                                     • applications
           • Post-moderation                                • Reputation
           • Customer input                                     • ranking lists
                                                                • average rating
       • Action                                             • Sharing
           • Taking the ideas into the process within the       • Within community (tagging, sending, recommending)
                 company                                        • Outside (embeds, links, social bookmarking services
                                                                   other means)




Friday, February 8, 2008                                                                                                14
CREATORS                                                                      CRITICS


                                                                        content to scrutinize

                                                                         critique & support




                                                                        co




                                                                                                                          opinions & viewpoints
                                                                          nt
                              increased exposure




                                                                            en



                                                                                                    t
                                                   content to share


                                                                      co




                                                                                                  en
                                                                              tt




                                                                                                          expert status
                                                                        lle




                                                                                                nt
                                                                                o



                                                                                               ts
                                                                                 ct


                                                                                             co


                                                                                             in
                                                                                   ive




                                                                                           po
                                                                                          ed

                                                                                        ew
                                                                                        at
                                                                                    eg


                                                                                     vi
                                                                                            ev
                                                                                  gr


                                                                                   &

                                                                                              al
                                                                                ns
                                                                               ag




                                                                                                u a ent
                                                                             io
                                                                                         ju


                                                                                                   te
                                                                           in

                                                                                         dg
                                                                        op



                                                                                                      m
                                                                        aggregated content

                                                                       audience & readership


                           CONNECTORS                                                                     CROWDS
Friday, February 8, 2008                                                                                                                          15
FOCUS   LANGUAGE   INCENTIVES   RULES   TOOLS




Friday, February 8, 2008                                                   16

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Flirt Overview

  • 1. The FLIRT model of Crowdsourcing FOCUS LANGUAGE INCENTIVES RULES TOOLS Five steps to successfully engaging the crowds Friday, February 8, 2008 1
  • 2. Company Perspective Customer Perspective FOCUS WHAT? Strategic WHY? WHAT? LANGUAGE WHY? Tactical INCENTIVES HOW? RULES HOW? Technical TOOLS Friday, February 8, 2008 2
  • 3. Creation & IP transfer Creation & Platform Interaction & Legal Sharing Scale of Customers/ Monitoring & Initiation RULES TOOLS Activity Participants Action Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Social Intrinsic Presence Interaction Subjective Friday, February 8, 2008 3
  • 4. Creation & IP transfer Tools of Platform Interaction & Legal Creation Scale of Customers/ Tools for the Initiation RULES TOOLS Activity Participants Company Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Nature of Intrinsic Presence Interaction Subjective Friday, February 8, 2008 4
  • 5. Focus consists of six subelements • Business objectives • Scope of activity • Customer participants • Scale of activity • Organization Capabilities • Depth of activity These non-negotiable determinants These negotiable determinants are are to be taken into account as used to define the planned given when defining activity. crowdsourcing activity on a rough scale. In the long run also these determinants become negotiable. When defining these three elements, they need to be reflected on each of the constraints - as follows... Friday, February 8, 2008 5
  • 6. Focus Scope Scale Depth Answers Added cost Business Customer Customer Customer central vs. economies benefits exceed Participants Participants Participants business needs? of scale? added risk? Suitable Manageable Significance of Business Scope of Business Scale of Business Depth of for ‘human’ by the control and Objectives Activity Objectives Activity Objectives Activity systems? people? access sufficient? Respective Support for Organization resources Organization scaling across Organization Organization able to bear and committed Capabilities organizational Capabilities Capabilities manage risk? and capable? borders? Friday, February 8, 2008 6
  • 7. Creation & IP transfer Tools of Platform Interaction & Legal Creation Scale of Customers/ Tools for the Initiation RULES TOOLS Activity Participants Company Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Social Intrinsic Presence Interaction Subjective Friday, February 8, 2008 7
  • 8. Language • Social Objects • The “social glue” of the community: why people talk to these people/this company instead of talking to other people/other companies • Not scope as in Focus element but instead the medium via which to sell the scope of the company to the people • In order for the community to thrive, these social objects need to be playable and able to activate people • Social Interaction • The nature of interaction around the social objects, focus on: • Identity • Presence • Relationships • Conversations • Grouping • Reputation • Sharing • Company Presence • Authenticity • Transparency • Human Face / Community Management Friday, February 8, 2008 8
  • 9. Creation & IP transfer Tools of Platform Interaction & Legal Creation Scale of Customers/ Tools for the Initiation RULES TOOLS Activity Participants Company Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Nature of Intrinsic Presence Interaction Subjective Friday, February 8, 2008 9
  • 10. Incentives • Intrinsic incentives • Related to the reward from simply undertaking activity, e.g. • Self Efficacy • Learning from doing • Challenge • Satisfying need for creativity • Obligation • Extrinsic subjective incentives • Related to the reward of undertaking activity as part of community / for an organization, e.g. • Peer recognition • Company recognition • Learning from others • Exposure • Reputation • Social Capital • Exclusivity (channels / resources) • Extrinsic objective incentives • Explicit rewards, have direct monetary value, e.g. • Products • Services • Gift cards • Subscriptions • Cash Friday, February 8, 2008 10
  • 11. Creation & IP transfer Tools of Platform Creation and Interaction & Legal Sharing Scale of Customers/ Tools for the Initiation RULES TOOLS Activity Participants Company Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Nature of Intrinsic Presence Interaction Subjective Friday, February 8, 2008 11
  • 12. Rules • Initiation • Open or closed? • Screening protocols? • Personal info required? • Creation • Quality constraints • Format constraints • Manufacturing constraints • Arbitrary constraints • Deadlines • Criteria of Approval • Other constraints • Interaction • Seeing others ideas • Building on others ideas • Remixing / mashing up • IP & Legal • IP transfer • Copyright issues • Responsibility releases Friday, February 8, 2008 12
  • 13. Creation & IP transfer Creation & Platform Interaction & Legal Sharing Scale of Customers/ Monitoring & Initiation RULES TOOLS Activity Participants Action Business Depth of FOCUS Objectives Activity Extrinsic Area of Organization Social INCENTIVES LANGUAGE Objective Activity Capabilities Objects Extrinsic Organization Nature of Intrinsic Presence Interaction Subjective Friday, February 8, 2008 13
  • 14. Tools • Platform • Identity • profile pages and customization tools • proprietary • Presence • 3rd party • presence indicators • hybrid • location indicators • Creation • nearness indicators • web tools • Relationships • social network (binary) • downloadable software / client • social graph (typological) • 3rd party • Conversations • physical tools • IM • Interaction • IRC • Monitoring • Forum • Grouping • Technology / algorithm • groups • Pre-moderation • applications • Post-moderation • Reputation • Customer input • ranking lists • average rating • Action • Sharing • Taking the ideas into the process within the • Within community (tagging, sending, recommending) company • Outside (embeds, links, social bookmarking services other means) Friday, February 8, 2008 14
  • 15. CREATORS CRITICS content to scrutinize critique & support co opinions & viewpoints nt increased exposure en t content to share co en tt expert status lle nt o ts ct co in ive po ed ew at eg vi ev gr & al ns ag u a ent io ju te in dg op m aggregated content audience & readership CONNECTORS CROWDS Friday, February 8, 2008 15
  • 16. FOCUS LANGUAGE INCENTIVES RULES TOOLS Friday, February 8, 2008 16