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Connecting Up Keynote
1. Be Networked, Use Measurement, and Make Sense of Your Data
Beth Kanter, Master Trainer, Author, and Blogger
Connecting Up Conference
Australia – May, 2013
5. CRAWL WALK RUN FLY
Networked Nonprofits: Maturity of Practice
Linking Social with
Results and
Networks
Pilot: Focus one
program or channel
with measurement
Incremental Capacity
Ladder of
Engagement
Content Strategy
Best Practices
Measurement and
learning in all above
Communications
Strategy
Development
Culture Change
Network Building
Many Free Agents work for
you
Multi-Channel
Engagement, Content, and
Measurement
Reflection and Continuous
Improvement
6. Maturity of Practice: Crawl-Walk-Run-Fly
Categories Practices
CULTURE Networked Mindset
Institutional Support
CAPACITY Staffing
Strategy
MEASUREMENT Analysis
Tools
Sense-Making
LISTENING Brand Monitoring
Influencer Research
ENGAGEMENT Ladder of Engagement
CONTENT Integration/Optimization
NETWORK Influencer Engagement
Relationship Mapping
1 2 3 4
8. All staff will
connect with our
audiences via
social!
Social integrated
across
departments
CEO uses social
media for
leadership!
Institutional Support
9. The Social CEO: In Service of Strategy
• Enhances Current Work
• Tweetutorials
• Found Time
10. Hybrid Model Staffing: Social Media Isn’t Just One Person
Source: SSIR – Mogus, Silberman, and Roy
11. @rdearborn works for UpWell and she
LOVES sharks.
Leverage Staff Personal Passion In Service of Mission
12. 532 41
How social is your organization’s culture?
What are some of your challenges? What
are your success stories?
14. Crawl Walk Run Fly
inconsistent data
collection
Data collection
consistent but not
shared
Data from multiple
sources
Org Wide KPIs
Haphazard reporting Reporting more
consistent, but not
always linked to
outcomes
System and structure for
data collection
Organizational
Dashboard with
different views, sharing
Decisions based on gut Rarely makes decisions
based on data
Discussed at staff
meetings, decisions
made using it
Data visualization, real-
time reporting, formal
reflection process
CWRF: Becoming Data Informed: What Does Practice look
like?
Analysis
Tools
Sense-Making
22. HSUS Analysis Process:
• Everyone gathers their data
• We sit in a room and analyze it
• The project manager develops a report of “what we did/what we learned/what
we recommend for next time “+ data
Scaling Data-Informed
23. Jogging!
2011: Not Using Source Codes for
All Campaigns To Measure Social
Media Conversion
2013: Using Source Codes for All
Campaigns To Measure Social
Media Conversion
36. Cultivate Self-Awareness: The Failure Bow
1. Raise hands in the air and bow
2. Grin like a submissive dog
3. Say Thank You I’ve Failed
4. Move on and learn
38. Summary
• Success happens by taking the right
incremental step to get to the next
level, but keep moving forward
• Use social media for organizational AND
personal leadership
• Define success and measure it
• Don’t get distracted by the tools
• Place little bets, but learn from failure and
pivot
I want to make sure that learn how to speak stralyan before I leave and want your help so I can get the accent right ..How do I say this word “G-Day” - can you all say it? Lucky CountryC’MON
Taken this deeper over the past 7 years to be able to quantify 13 different areas of practice, including measurement and identify whether they are CWRF -Helps organization look at how to intentionally mature their practice – develops a score and look at what to improve -Use as a baseline for peer learning -Helps organizations do “Benchlearning” from one another – imp for networked learning So, if you got a 1.5, it means that you are on your way to walking.https://docs.google.com/spreadsheet/ccc?key=0AtsV5h84LWk0dFhENWFXVzBwZ2lWOGlzazZSek5Iemc#gid=1
H
ACLU – NJ Privacy, Protects Freedom of Americans ..He’s a lawyer, just started as the EDNever had been on TwitterCommunications staff suggested it as another channel to do what he already does – answer questions about issues, connect with journalists and policy-makersWhen he meets with people in person, they mention his tweets – they’re educatedStaff provided “Tweet tutorials” - he started slowly – one tweet a dayBuilt up .. Uses found time
http://www.ssireview.org/blog/entry/four_models_for_organizing_digital_work_part_twoHybrid is the most progressive and the most conducive to producing continuous innovation at the pace of digital change. In this model, different business units continue to build their own capacity based on their specific needs, but all digital staffers are connected to and supported by a central and strong digital experience team that directs the whole system toward long-term strategic goals. With this model, the culture of the central digital team is practicing what we’ll call “open leadership”: service oriented, highly collaborative, hyper-connected listeners, who also have the technical and content expertise to be high-value strategists. They take on leadership of high-leverage or high-risk projects themselves, but leave space for others to lead on their own initiatives. This may sound ideal, but in practice it is a more organic model than most institutions are comfortable with. It’s actually unclear whether this model can actually exist if the rest of the institution is highly silo-ized, politicized, and competitive. To be sustainable, support for this new type of collaborative leadership needs to come via a larger change initiative from the top that moves toward looser, more adaptive structures overall.Jason Mogus is the principal strategist at Communicopia, a Webby Award-winning digital consultancy that helps social change organizations adapt to a networked world. Jason has led digital transformation projects for the TckTckTck global climate campaign, The Elders, NRDC, the United Nations Foundation, and the City of Vancouver, and he is the founder of the Web of Change community. Michael Silberman is the global director of Digital Innovation at Greenpeace, where he leads a lab that envisions, tests, and rolls out creative new means of engaging and mobilizing supporters in 42 countries. Silberman is a co-founder of EchoDitto, a digital consultancy that empowers leading organizations to have a greater impact through the creative use of new technologies. Follow Michael on twitter: @silbatron. Christopher Roy is a senior strategist with Communicopia and the founder of Open Directions. He works with social purpose organizations and businesses to create clear strategies and tactical plans that harness the full potential of online engagement for creating change.
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.
Not all nonprofits become data informed, but the practices can be developed incrementally over time. I see nonprofits in all these categories -- and when I do a benchmarking study – I tend to see a bell curve – with more in the Walking and Running stagesLet’s look at some at some more advanced pratitioners
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 2015My talk from TED last year sort of summarized the whole thing. (Its only 5 mins.)Basically, it is a help line for kids by text. Terrific to give them support via a mechanism they prefer. Its private (noboy hears you talking.) Blah blahblah.But what makes this a baller idea? The data! We're going to be using natural language tagging (from the MIT Media Lab) to makr key words in real time--and map out youth issues. We'll finally have real data on every youth issue, every zip code, time of day, etc. This information will change EVERYTHING.
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.
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”
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.
-Humane Society of US – Carie Lewis participated in the SXSW in 2009 and in 2013 we did the session again at SXSW-HSUS is an early adopter of social media – and in many areas of practice is flying, although they self-assessed their measurement practice at walking to running …-They have org wide KPIs for their social media – customer service wins, fundraising, and actions taken – plus associated metrics that help figure out whether their digital campaigns and social media integration is helping to push the needle on the KPIS
One reason is more cultural than anything else … Data collection is consistent – walking stage, and they are getting to running – getting data to be shared among departments.They have a cross-functional team in place with social media/digital in different departmentsThey have established regular 9 minutes meetings to debrief on campaigns, use a template/common language to collect data.
So, one of their KPIs is donations $ - but if their web department is not going to use source codes – how can they measure conversions from social media traffic referral? In 2011, they didn’t. Through the 9 minute meetings, web team began to understand the importance of doing this – and now can accurately track conversions from social media traffic referral – and make adjustments. They use a report template for all campaigns, all departments – right now a simple word document that summarizes data from excel – from free or low cost tools such as Google Analytics, FB Insights, Twitter Analytics, and Convio. They do an after action review for each campaign, write down what worked and what didn’t and use those reports when planning the next campaign.
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/
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.
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.
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!
-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 …..
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
http://www.flickr.com/photos/johnloo/4876114194/sizes/o/What happens when do an after action review or when our measurement data shows that we are less than successful?We get the finger …. Not “THE” finger .. But
The fickle finger of failureSome people point fingers and blame othersOthers are quiet and guess what they are thinking? Let’s go inside that guy’s head … http://www.flickr.com/photos/urthstripe/85094162/sizes/z/
Understand your type, change your stripes, cultivate self-awareness, cultivate political awareness, embrace new habits, influence others
http://www.flickr.com/photos/ruminatrix/2734602916/sizes/o/in/photostream/Funerals in Ghana are an event - up there with weddings in terms of planning, cost, and level of celebration. They can take months, even up to a year, to plan and save for. Obituaries are made into color posters and put up around town. There is music, drumming, dancing and singing as they parade through town. These processions, which occur on Friday afternoons, kick off the 3-day affairs.Momsrising also understands that learning leads to success.Fail: Some experiments bomb. Momrising staff gives themselves permission to kill each other’s projects or tactical ideas that were brilliant at the time but simply don’t work. They do this with humor to remove the failure stigma and call it a “Joyful Funeral” Before they bury the body, they reflect on why it didn’t work. Any staff person can call a Joyful Funeral on anyone else’s idea.Incremental Success Is Not A Failure: They do a lot of experiments and set realistic expectations for success. Many times victories happen in baby steps. They know from experience that many of their campaigns that incorporate social media lead to incremental successes, small wins or small improvements.Soaring Success: Some experiments, actions, or issues will see dramatic results – beyond the organization’s wildest dreams. For example, an interactive educational video ended up garnering over 12 million views and hundreds of comments and lead to thousands of new members signing up or taking action. Kristen says, “That type of success does not happen every day, but we need to try for that kind of success every day. We can only do it if we kill things that don’t work.” They also analyze game changing successes to make sure it can be replicated or wasn’t an accident