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National Health Council
Communications Affinity Group
    And Grassroots Team
        November 14, 2012
          Presentation #2
 Measuring the Networked Nonprofit
How to use data to change
the world
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
It’s not about you, so get over it



                               Conver sations




Member
          Development      Resear ch    Volunteer s     Funder s        HR    Recipients
Service


             Savings, shorter cycles, more renewals, better ideas, research
What is a networked nonprofit?

    Builds capacity by leveraging social
    media to grow its network
     Understands the broader ecosystem
     Inspirational
     Data informed
     Relationship-driven
     Experimental
     Thinks different
The Ladder of Engagement




  Impressions         Likes       Followers




Trial/Consideration      Donate       Advocacy
What matters: Keep moving forward
  Crawl           Walk             Run                Fly



• Monitoring/   • Participate   • Integrate SM    • Tie efforts &
• Listening     • Develop         and Metrics       metrics to
• Establish       metrics         into Strategy     outcomes
  Rules         • Begin         • Use Multiple    • Crowd source
                  measurement     Channels        • Integrate with
                                • Follow best       all Mktg
                                  practices       • Continuously
                                                    improve
The 7 steps to Social Media
Measurement
Step 1: Define your goal(s). What outcomes is this strategy
                                                                               7.Insight &
or tactic going to achieve? What are your measurable                              action
objectives?                                                               6. Pick a tool
Step 2: Define your audiences. Who are you are trying to
                                                                          5. Define th
reach? How do your efforts connect with those audiences                       metrics
                                                                                        e

to achieve the goal.
                                                                     4. Defin
Step 3: Define your investments. What is it really costing          benchm
                                                                              e
                                                                             ark
you to achieve this outcome?                                      3. Wh
                                                                        a
                                                                 inves t’s the
Step 4: Define your benchmarks. Who or what are you                    tmen
                                                                            t?
going to compare your results to?                             2. Un
                                                                    d
                                                             audi erstand
Step 5: Define your metrics. What are the indicators to     moti
                                                                  ence
                                                                        &
                                                                               t he
                                                                 vatio
judge your progress?                                                   ns

Step 6: Select your data collection tool(s).                1. D
                                                           goa efine t
Step 7: Analyze your data, turn it into action, measure        l          he
again
Step 1: Define the goals: Why Social
Media?
  What return is expected? – Define in terms of the
  mission.
  What problems is Social Media supposed to
  solve?
  What were you hired to do? What difference are
  you expected to make?
  If you are celebrating complete 100% success a
  year from now, what is different about the
  organization?
  If your Social Media is eliminated, what would be
  different?
                              8
Goals, Actions and Metrics

Goal         A ction         A ctivity Metr ic     Outcome Metr ic

Increased    Conduct a       Number of likes       % increase in
Donations    photo           & share of            donations
             contest         contest link          Cost per new donor
                                                   acquired

Increase     Modify          % increase in         % increase in
membership   content, add    traffic to web site   membership as share
             interactivity                         of income
             functions
Step 2: Don’t ask me, ask your
stakeholders
 What you need to listen for:
    What keeps them up at
    night?
    What are they currently
    seeing?
    Where do they go for
    information?
    What influences their
    decisions?
    What’s important to them?
    What makes them act?         10
Where do people get their news?
Step 3: Establish benchmarks
  Past Performance
  Think 3
      Peer
      Underdog nipping at your
      heels
      Stretch goal
  Whatever keeps the C-suite up
 at night
Step 4: Why you need a Kick-Butt
Index
 The Perfect KPI
   Is actionable
   Is there when you need it
   Specific to your priority
   Continuously improves
   your processes
   Gets you where you want
   to go
   You become what you
   measure, so pick your KPI
   carefully
Step 5: Define your investment

  Be honest – Social Media is not “free”
  Be transparent
  Don’t forget opportunity costs
  The CFAC example
Step 6: Pick the right measurement tools
  If you want to measure
  messaging, positioning, themes,
  sentiment: Content analysis
  If you want to measure
  awareness, perception,
  relationships, preference: Survey
  research
  If you want to measure
  engagement, action, purchase:
  Web analytics
  If you want predictions and
  correlations you need two out of
  three
Step 6: Selecting a measurement
tool
    Objective           KPI                       Tool
Advocate for     Number of letters to   Excel
women’s health   congress written
Increase         % of audience          Survey: Phone Calls,
awareness/       aware of the issue     SurveyMonkey, or Mail
preference
Engage           % of comments that     Web analytics plus Content
constituencies   are high quality       Analysis: Facebook Insights,
                                        Convio, Omniture, Google
                                        Analytics
Increase donor   % increase in items    Convio, Media content
base             containing key         analysis
                 messages
                 % increase in donor
                 base
Step 7: Research without insight is
just trivia
  Find your “Abby”
  Ask “So What” three times
  Look for failures first
  Check on what the competition is
  doing
  Then look for exceptional success
  Compare to last month, last
  quarter, 13-month average
  Move resources from what isn’t
  working to what is
                                      Page 17
The ROI of Emily
The ROI of Emily
So What = Revenue
So What = Revenue
CNCS has learned which specific outreach
has lead to the most visits to serve.gov
White House Volunteerism Office (CNCS) is
able to connect specific social outreach to
registrations on serve.gov
        ReTweets compared to Visitors to Serve.gov




                                        23
The Amethyst Initiative resulted in MADD’s visibility
reaching an all-time high

                      Amethyst Initiative




                                    Repeat offenders, Holiday
                                      Travel & CNN.com

                                                                  Tampa WLM,
                                                                Ignition Interlock
                                                                  Push, Obama
Key Messages penetration lags the non-
profit average

                                       Average
                                       number of
Contains a                             words per
message                                message




Does not
                                       Number of
contain a
                                       messages
message
                                       tracked




     Blue/Purple: Goodwill
     Yellow/Gold: Non-profit average
Thank You!
  For more information on measurement, read my blog:
  http://kdpaine.blogs.com or subscribe to The
  Measurement Standard:
     www.themeasurementstandard.com
  For a copy of this presentation go to:
  http://www.kdpaine.com
  Follow me on Twitter: KDPaine
  Friend me on Facebook: Katie Paine
  Or call me at 1-603-752-5111
National Health Council
Communications Affinity Group
    And Grassroots Team
        November 14, 2012


    Thank You for Participating!

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National Health Council - Measuring Social Media

  • 1. National Health Council Communications Affinity Group And Grassroots Team November 14, 2012 Presentation #2 Measuring the Networked Nonprofit
  • 2. How to use data to change the world 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
  • 3. It’s not about you, so get over it Conver sations Member Development Resear ch Volunteer s Funder s HR Recipients Service Savings, shorter cycles, more renewals, better ideas, research
  • 4. What is a networked nonprofit? Builds capacity by leveraging social media to grow its network Understands the broader ecosystem Inspirational Data informed Relationship-driven Experimental Thinks different
  • 5. The Ladder of Engagement Impressions Likes Followers Trial/Consideration Donate Advocacy
  • 6. What matters: Keep moving forward Crawl Walk Run Fly • Monitoring/ • Participate • Integrate SM • Tie efforts & • Listening • Develop and Metrics metrics to • Establish metrics into Strategy outcomes Rules • Begin • Use Multiple • Crowd source measurement Channels • Integrate with • Follow best all Mktg practices • Continuously improve
  • 7. The 7 steps to Social Media Measurement Step 1: Define your goal(s). What outcomes is this strategy 7.Insight & or tactic going to achieve? What are your measurable action objectives? 6. Pick a tool Step 2: Define your audiences. Who are you are trying to 5. Define th reach? How do your efforts connect with those audiences metrics e to achieve the goal. 4. Defin Step 3: Define your investments. What is it really costing benchm e ark you to achieve this outcome? 3. Wh a inves t’s the Step 4: Define your benchmarks. Who or what are you tmen t? going to compare your results to? 2. Un d audi erstand Step 5: Define your metrics. What are the indicators to moti ence & t he vatio judge your progress? ns Step 6: Select your data collection tool(s). 1. D goa efine t Step 7: Analyze your data, turn it into action, measure l he again
  • 8. Step 1: Define the goals: Why Social Media? What return is expected? – Define in terms of the mission. What problems is Social Media supposed to solve? What were you hired to do? What difference are you expected to make? If you are celebrating complete 100% success a year from now, what is different about the organization? If your Social Media is eliminated, what would be different? 8
  • 9. Goals, Actions and Metrics Goal A ction A ctivity Metr ic Outcome Metr ic Increased Conduct a Number of likes % increase in Donations photo & share of donations contest contest link Cost per new donor acquired Increase Modify % increase in % increase in membership content, add traffic to web site membership as share interactivity of income functions
  • 10. Step 2: Don’t ask me, ask your stakeholders What you need to listen for: What keeps them up at night? What are they currently seeing? Where do they go for information? What influences their decisions? What’s important to them? What makes them act? 10
  • 11. Where do people get their news?
  • 12. Step 3: Establish benchmarks Past Performance Think 3 Peer Underdog nipping at your heels Stretch goal Whatever keeps the C-suite up at night
  • 13. Step 4: Why you need a Kick-Butt Index The Perfect KPI Is actionable Is there when you need it Specific to your priority Continuously improves your processes Gets you where you want to go You become what you measure, so pick your KPI carefully
  • 14. Step 5: Define your investment Be honest – Social Media is not “free” Be transparent Don’t forget opportunity costs The CFAC example
  • 15. Step 6: Pick the right measurement tools If you want to measure messaging, positioning, themes, sentiment: Content analysis If you want to measure awareness, perception, relationships, preference: Survey research If you want to measure engagement, action, purchase: Web analytics If you want predictions and correlations you need two out of three
  • 16. Step 6: Selecting a measurement tool Objective KPI Tool Advocate for Number of letters to Excel women’s health congress written Increase % of audience Survey: Phone Calls, awareness/ aware of the issue SurveyMonkey, or Mail preference Engage % of comments that Web analytics plus Content constituencies are high quality Analysis: Facebook Insights, Convio, Omniture, Google Analytics Increase donor % increase in items Convio, Media content base containing key analysis messages % increase in donor base
  • 17. Step 7: Research without insight is just trivia Find your “Abby” Ask “So What” three times Look for failures first Check on what the competition is doing Then look for exceptional success Compare to last month, last quarter, 13-month average Move resources from what isn’t working to what is Page 17
  • 18. The ROI of Emily
  • 19. The ROI of Emily
  • 20. So What = Revenue
  • 21. So What = Revenue
  • 22. CNCS has learned which specific outreach has lead to the most visits to serve.gov
  • 23. White House Volunteerism Office (CNCS) is able to connect specific social outreach to registrations on serve.gov ReTweets compared to Visitors to Serve.gov 23
  • 24. The Amethyst Initiative resulted in MADD’s visibility reaching an all-time high Amethyst Initiative Repeat offenders, Holiday Travel & CNN.com Tampa WLM, Ignition Interlock Push, Obama
  • 25. Key Messages penetration lags the non- profit average Average number of Contains a words per message message Does not Number of contain a messages message tracked Blue/Purple: Goodwill Yellow/Gold: Non-profit average
  • 26. Thank You! For more information on measurement, read my blog: http://kdpaine.blogs.com or subscribe to The Measurement Standard: www.themeasurementstandard.com For a copy of this presentation go to: http://www.kdpaine.com Follow me on Twitter: KDPaine Friend me on Facebook: Katie Paine Or call me at 1-603-752-5111
  • 27. National Health Council Communications Affinity Group And Grassroots Team November 14, 2012 Thank You for Participating!

Editor's Notes

  1. As Don Wright once says, “The world's greatest love letter is useless if it doesn't achieve the desired effect” In other words, if it doesn’t get you a date, or dinner, or sex or marriage – whatever your goal is, it really doesn’t matter how well written it is. What Don Wright is of course referring to is the need for all forms of measurement to start with a clearly articulated goal. In PR you can write the perfect press release, but if it doesn’t get picked up by the right outlet that actually reaches the people you’re trying to influence does it matter? So lets look at Social Media Engagement from that perspective. Impressions are the dating equivalent of a construction worker leering at the girls going by. Liking on Facebook is just a bit better. It’s so easy to hit that “like” button. No commitment, no involvement necessary. Heck you don’t even know if that person you’ve got your eye on is married, your cousin, a goat or of a different sexual preference. A recent Nielsen study showed that in one online campaign targeting women between the ages of 18-34, 55% of the impressions were actually served to men. So much for targeting. Followers on Twitter are a bit more engaged. When someone follows you on Twitter, or connects on Linked In or comments on your photos on Flickr, is essentially expressing a sufficient level of interest so that at least you know there is a possibility of a relationship. They may not be willing to have dinner with you yet, but at least you know they’re in the “eligible” category. You still don't have a clue if you’re really compatible. For all you know they may be willing to go out to dinner, but not at a place you can afford maybe they are delighted to go to dinner but she’s leaving next week to return home to Tanzania and needs a place to stay in the mean time. So you decide to move in or get engaged to see if you’re compatible. This is the social media equivalent of someone who repeatedly visits our blog, comments on your YouTube video or your photos on Flickr, engaging in a dialog on Facebook or Twitter. Small indications that they’re interested enough in what you have to say to stick around for a while. How soon you reach the next level really depends on the nature of your brand or cause. It may take weeks, months or even years of building a relationship just to get to that point of asking for commitment. But at some point they’ve moved from being a “friend” to being “the one.” So you put the ring on her finger. This is the social media equivalent of someone either registering for a newsletter, or downloading a White Paper, or attend a webinar. One way or the other by now you should have captured enough additional information to add them to add them to your CRM system so you can begin to track their progress towards purchase. After you’ve been living together or engaged for awhile, generally there is a moment, an event, or a happenstance that makes one think beyond the comfortable now to the committed future. It may be driven by an outside force or it may be internal, but in a relationship, you experience something that changes you enough to think about moving from friends with benefits to family planning. This is similar to what is happening with that prospect that has been happily sitting in your CRM system for months or even years, getting your newsletters, following you on Twitter. Paying attention but not paying money just yet. Then, one day, driven by a new job or a new boss or other changed circumstances – or a knock on the door from one of your competitors they have moved from consuming content to actually completing a purchase. This is where the health and strength of your relationship should pay off. Yours should be the trusted brand with the inside track. Even though the other guy may have the “cool shiny new tool” factor. Good relationships won’t make up for bad products, but they should give you an edge in a fair fight. This is why it is so important to not just measure the activity on your social media sites, but also the health of the relationships you are cultivating. So you pass the test, the invites go out, and the wedding planners come in. and the wedding day comes. But as anyone who has been married knows, the day after the wedding, a whole new relationship begins. There are kids, aunts, uncles, in-laws and you are now part of them all. For your organization or brand, this is the ultimate relationship. That state where your customer becomes your advocate and forgives you in a crisis, tells all their
  2. Where do I start? Is a question I get frequently, and my response always is “Don’t ask me, ask your stakeholders.” You may need to do some research before you jump in. That’s what listening really is, isn’t it? You need to know what keeps them up at night, where they go for information, what ELSE they’re seeing out there and what makes them act.
  3. Measurement is a comparative tool. You don’t know if your results are good or bad unless you can put them into context, either looking at them over time, or in comparison to a peer group. The most important entity to measure against is whatever keeps your bosses up at night.
  4. There really are only three times of tools in social media measurement If you want to measure messaging, positioning, themes, sentiment you need Content analysis If you want to measure awareness, perception, preference you need Survey research If you want to measure engagement, action, purchase: you need Web analytics If you want predictions and correlations you need two out of three
  5. The final step in the measurement process is to analyze your data and draw conclusions. Now most of you didn’t major in math, but there are people in your organizations that did, and that love statistics. Go find them. I call them the Abby because she is a hero in an American crime drama called NCIS. Even though the boss and the other star appear to solve all the crimes by their gut instinct, in reality it is Abby, the forensic scientist, and McGee the computer geek that really solve everything. SO you need to identify the Abby and McGees in your organization. Then when you have the data you need to ask So What at least three times to determine the real answers. Then look for what isn’t working, the failures, because that is the easiest way to improve performance. Then look at what the competition is doing and only after you’ve looked at all that data, can you start to look for the exceptional successes. You probably need to look at a 13-month time frame in order to spot trends and identify any seasonal abnormalities. From that vantage point you can figure out what worked and what didn’t and then move resources from what isn’t working to what is.