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Measuring and Communicating
               Your Impact Conference
                                          29 June 2011




CharityComms is the professional membership body for charity communicators. We believe charity communications
are integral to each charity’s work for a better world.
W: www.charitycomms.org.uk T: 020 7426 8877
Measuring the Impact
 of Your Campaigns
      Jo White
Introductions

•    World Horse Welfare Campaigns Advisor

•    Worked for the charity for 10 years

•    Managing Director of Progressive Ideas

•    Managed campaigns in the UK and
     Europe

•    Worked in all aspects of campaigning:
      –Evidence collection and research
      –Pressing decision makers for policy
      changes
      –Educational solutions
      –Engaging and mobilising support.



     3
The presentation




 4
Impact




 5
Impact?

•       Influence, effect…

•       …forcible contact, collide forcefully!

•       For the charity…campaigning impact is
        about making a difference and achieving
        positive change…

•       …it can also be the performance of a
        fundraising or marketing campaign.




    6
The value of measuring campaign impact

 •   Are you succeeding? Is your strategy
     working?

 •   Are you achieving your goals and
     objectives?

 •   Are you making a difference?

 •   Is the campaign offering value to
     beneficiaries, charity, supporters?

 •   Essential in identifying strengths,
     weaknesses opportunities and threats.



 7
Evaluating the campaign

“Evaluation is about accessing
the benefits of hindsight at the
earliest possible opportunity.
Through carefully monitoring
the implementation of a
campaign, and measuring the
progress towards its objectives,
unfruitful approaches can be
rectified early and campaign
objectives revised or the design
strengthened for maximum
impact.”


The Campaign Handbook
by Mark Lattimer




 8
However…


Campaigns can be particularly difficult to
evaluate for two main reasons:
    – Reliable indicators of progress are
      often hard to find
    – Social change usually occurs by a
      complex set of interrelated factors,
      therefore a direct link to
      campaigning action is not always
      easy to establish.




 9
Mapping a route to success

In order to effectively measure a campaign’s impact and map a route to success
the following must be covered:

 Strategy + baseline data at start + on-going measurement & evaluation of data




   10
Tools - framework for measuring impact




11
B
                   a
                   s                             Evidence &
                   e                             research –
                   l                             field, desk,
                   i                               scientific
                   n
                   e                                                    IMPACT
                                                  Profile –
        Identify                                 supporter,     O
Idea     impact         Strategy   Implement                            Achieve
                   m                              media…        u
  s    measurin          / plan                                         positive
                   e                                            t
         g tools   a                              Education     p       change,
                   s                              – courses,    u       make a
                   u                             literature…    t      difference
                   r                                            s
                   e                              Political
                   m                             –meetings,
                   e                             consultatio
                   n                                 n
                   t
        Ongoing data collection, evaluation, measurement and review of impact

  12
Campaign




 13
A successful campaign
•   What matters to your organisation -
    motivations and goals?

•   Establish the need – what problem
    are you trying to resolve?

•   A clear strategy:
         – Campaign goal – define what are you
           trying to achieve / change?
         – SMART objectives

•   What is your approach?
         – Are you trying to change policy,
           practice, attitude, awareness?
         – Are you taking an insider or outsider
           approach?



    14
Case example




15
What matters to the charity as a whole?

• Dedicated to giving abused and
  neglected horses a second chance in life

• Making a long-term difference to horse
  welfare

• …So why do we campaign..?




  16
Greater impact upon a
     greater number of horses




17
Campaign goal…
•    Long-term: An end to the long-distance transportation of horses for
     slaughter in Europe; replacing it with a carcase only trade.

•    Short-term: Welfare improvements for horses transported on these
     journeys, supported by robust enforcement.




18
Why?




19
Why does the campaign exist?
•        Around 80,000 horses are transported
         thousands of miles, each year to be
         slaughtered for meat

•        Journeys can last for days on end

•        Horses suffer - injury, disease, stress,
         exhaustion, dehydration

•        These journeys are totally needless – one
         route passes 180 slaughterhouses
         registered to take horses.




    20
SMART objectives
•        Achieve an end to the long-distance
         transport of horses for slaughter in
         Europe by 2020

•        Achieve a 50% reduction in the number
         of horses transported to slaughter by
         2016

•        Achieve amendments within EU policy to
         improve the conditions under which
         horses are transported to slaughter in
         Europe by 2015

•        Introduce guidance and associated
         educational initiatives on the issue of
         water provision for each stage of the
         journey by 2012.

    21
Our approach

            Gather Evidence
                    +
Raise Awareness, engage support, educate
                    +
            Political Activity
                    =
  Change Policy, Practice & Attitudes

We take a combined insider and outsider
approach – we work with people, but are
      prepared to show our teeth!




22
Our approach to planning
                          Idea


                          Plan


                         Research


     Profile/Education              Political
                         Review


23
Measuring impact




 24
Measuring the impact of a campaign?
•        There are some obvious answers:
          – Has the overall campaign goal/target been
            achieved?
          – Have the SMART objectives been achieved?
          – Is there an improvement related to the
            campaigning activity undertaken by the charity?

•        But how do you make sure that this is
         down to the campaign?
          – Baseline data needs to be collected before the
            campaign starts
          – This should be compared to data collected at
            regular intervals as the campaign progresses.
                                                              The Campaigning Handbook
                                                                   By Mark Lattimer




    25
Baseline data?
•   A measure of what is happening at a point
    in time before the campaign starts.

•   Forms part of the process to establish
    whether a campaign is actually the best
    means to achieve positive change in the
    specific area.

•   What sort of campaign is needed: change
    policy, raising awareness, education,
    changing practice and/or attitudes.

•   A mix of different approaches to data
    collection - quantitative and qualitative –
    stats and the story

•   Designed so that a consistent approach
    can be taken to all future data collection.




    26
Case example




27
Baseline and on-going measurement
Challenge – the campaign started in 1927

•Desk research – establishing the number of horses
involved, economics and infrastructure of the trade

•Field research – establishing the key welfare problems
and what drives the trade

•Scientific research – peer reviewed and able to
withstand scrutiny

•Stakeholder research – who it involved, what are their
views, can we work with them?

•Supporter research – who will back the campaign to help
achieve success, and what engages them?

Undertaken on an on-going basis…

28
Has the overall campaign goal been
    achieved?

•        Long-term: An end to the long-distance transportation of horses for slaughter
         in Europe; replacing it with a carcase only trade – NOT   YET

•        Short-term: Welfare improvements for horses transported on these journeys,
         supported by robust enforcement – YES, STILL MORE TO DO.




    29
SMART objectives
•        An end to live trade by 2020 – not yet

•        Achieve 50% reduction in live trade by
         2016 – between 2001 – 2011 we
         recorded a reduction in numbers from
         around 165,000 to 80,000

•        Achieve amendments within EU policy to
         improve the conditions by 2015 – we
         achieved tangible improvements to
         legislation agreed in 2004,
         implemented 2007

•        Introduce guidance and educational
         initiatives by 2012 – proposal received
         backing from eminent scientific
         experts, now to be implemented.


    30
Outputs, outcomes and impact




 31
Outputs, outcomes and impact
•    Measuring impact will tell you
     whether you are successfully
     moving towards achieving your
     campaign goals

•    Measuring outputs and their
     related outcomes will tell you
     whether your campaigning activity
     is successful

•    It is important to measure both,
     and to cross-reference to see if
     the overall approach is working.




    32
Campaign outputs

•Evidence – research, reports etc

•Political – PQs, consultations,
meetings etc

•Profile – media, promotional activities
and literature

•Campaign supporter activity: holding
events, signing postcards, petitions
meeting politicians etc

•Educational – training events,
literature




 33
Case example




34
Campaign activities outputs and outcomes




35
Evidence and research – field, desk
 and scientific:

•Dossier of Evidence 2008 –
presented to European Commission

•Scientific peer reviewed research -
published Equine Veterinary journal

•Evidence packages submitted to
the European Food Standards
Authority examining the latest
evidence for the European
Commission – included in report.




 36
Political – PQs, consultations, meetings…

 •Written Declaration – 54/2009 over 50% MEP’s signed, one of only five
 animal welfare Declarations ever tabled, first ever for horse welfare

 •Consultations – on legislation and enforcement – sit on Defra expert
 working group

 •PQ’s on number of horses exported from different Member States to
 slaughter; pressing the EC for action in relation to the Declaration.




 37
Profile and supporters
•        Growing base of campaign
         supporter, undertaking a variety of
         actions: holding events, signing
         postcards, petitions, meeting
         politicians etc

•        Profile – media, promotional
         activities and literature

•        Educational – training events,
         literature.




    38
Tools and tips




 39
Tools - framework for measuring impact




40
B
                   a
                   s                             Evidence &
                   e                             research –
                   l                             field, desk,
                   i                               scientific
                   n
                   e                                                    IMPACT
                                                  Profile –
        Identify                                 supporter,     O
Idea     impact         Strategy   Implement                            Achieve
                   m                              media…        u
  s    measurin          / plan                                         positive
                   e                                            t
         g tools   a                              Education     p       change,
                   s                              – training,   u       make a
                   u                             literature…    t      difference
                   r                                            s
                   e                              Political
                   m                               – PQs,
                   e                             meetings,
                   n                             consultatio
                   t                                  n
        Ongoing data collection, evaluation, measurement and review of impact

  41
Tips…

 •   Undertake measurements and establish baseline data before you start
     your campaign – essential to develop the right strategy

 •   Relate your baseline data collection to your ongoing approach to
     measuring impact – to ensure consistency and value

 •   Keep things simple and relevant – only record data of value, that will be
     used

 •   If your campaign isn’t working use your data to identify why – Act

 •   Utilise those who are not directly involved to check your approach – a
     fresh pair of eyes can be the quickest evaluation mechanism if time and
     resources are limited, as they will identify new things

 •   Make time to evaluate your campaign – there are big benefits!



42
Thank you - any questions?


Contact:
•jowhite@worldhorsewelfare.org

•jo.white@progressiveideas.co.uk

•07584 411980




 43

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Measuring the impact of your campaigns

  • 1. Measuring and Communicating Your Impact Conference 29 June 2011 CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world. W: www.charitycomms.org.uk T: 020 7426 8877
  • 2. Measuring the Impact of Your Campaigns Jo White
  • 3. Introductions • World Horse Welfare Campaigns Advisor • Worked for the charity for 10 years • Managing Director of Progressive Ideas • Managed campaigns in the UK and Europe • Worked in all aspects of campaigning: –Evidence collection and research –Pressing decision makers for policy changes –Educational solutions –Engaging and mobilising support. 3
  • 6. Impact? • Influence, effect… • …forcible contact, collide forcefully! • For the charity…campaigning impact is about making a difference and achieving positive change… • …it can also be the performance of a fundraising or marketing campaign. 6
  • 7. The value of measuring campaign impact • Are you succeeding? Is your strategy working? • Are you achieving your goals and objectives? • Are you making a difference? • Is the campaign offering value to beneficiaries, charity, supporters? • Essential in identifying strengths, weaknesses opportunities and threats. 7
  • 8. Evaluating the campaign “Evaluation is about accessing the benefits of hindsight at the earliest possible opportunity. Through carefully monitoring the implementation of a campaign, and measuring the progress towards its objectives, unfruitful approaches can be rectified early and campaign objectives revised or the design strengthened for maximum impact.” The Campaign Handbook by Mark Lattimer 8
  • 9. However… Campaigns can be particularly difficult to evaluate for two main reasons: – Reliable indicators of progress are often hard to find – Social change usually occurs by a complex set of interrelated factors, therefore a direct link to campaigning action is not always easy to establish. 9
  • 10. Mapping a route to success In order to effectively measure a campaign’s impact and map a route to success the following must be covered: Strategy + baseline data at start + on-going measurement & evaluation of data 10
  • 11. Tools - framework for measuring impact 11
  • 12. B a s Evidence & e research – l field, desk, i scientific n e IMPACT Profile – Identify supporter, O Idea impact Strategy Implement Achieve m media… u s measurin / plan positive e t g tools a Education p change, s – courses, u make a u literature… t difference r s e Political m –meetings, e consultatio n n t Ongoing data collection, evaluation, measurement and review of impact 12
  • 14. A successful campaign • What matters to your organisation - motivations and goals? • Establish the need – what problem are you trying to resolve? • A clear strategy: – Campaign goal – define what are you trying to achieve / change? – SMART objectives • What is your approach? – Are you trying to change policy, practice, attitude, awareness? – Are you taking an insider or outsider approach? 14
  • 16. What matters to the charity as a whole? • Dedicated to giving abused and neglected horses a second chance in life • Making a long-term difference to horse welfare • …So why do we campaign..? 16
  • 17. Greater impact upon a greater number of horses 17
  • 18. Campaign goal… • Long-term: An end to the long-distance transportation of horses for slaughter in Europe; replacing it with a carcase only trade. • Short-term: Welfare improvements for horses transported on these journeys, supported by robust enforcement. 18
  • 20. Why does the campaign exist? • Around 80,000 horses are transported thousands of miles, each year to be slaughtered for meat • Journeys can last for days on end • Horses suffer - injury, disease, stress, exhaustion, dehydration • These journeys are totally needless – one route passes 180 slaughterhouses registered to take horses. 20
  • 21. SMART objectives • Achieve an end to the long-distance transport of horses for slaughter in Europe by 2020 • Achieve a 50% reduction in the number of horses transported to slaughter by 2016 • Achieve amendments within EU policy to improve the conditions under which horses are transported to slaughter in Europe by 2015 • Introduce guidance and associated educational initiatives on the issue of water provision for each stage of the journey by 2012. 21
  • 22. Our approach Gather Evidence + Raise Awareness, engage support, educate + Political Activity = Change Policy, Practice & Attitudes We take a combined insider and outsider approach – we work with people, but are prepared to show our teeth! 22
  • 23. Our approach to planning Idea Plan Research Profile/Education Political Review 23
  • 25. Measuring the impact of a campaign? • There are some obvious answers: – Has the overall campaign goal/target been achieved? – Have the SMART objectives been achieved? – Is there an improvement related to the campaigning activity undertaken by the charity? • But how do you make sure that this is down to the campaign? – Baseline data needs to be collected before the campaign starts – This should be compared to data collected at regular intervals as the campaign progresses. The Campaigning Handbook By Mark Lattimer 25
  • 26. Baseline data? • A measure of what is happening at a point in time before the campaign starts. • Forms part of the process to establish whether a campaign is actually the best means to achieve positive change in the specific area. • What sort of campaign is needed: change policy, raising awareness, education, changing practice and/or attitudes. • A mix of different approaches to data collection - quantitative and qualitative – stats and the story • Designed so that a consistent approach can be taken to all future data collection. 26
  • 28. Baseline and on-going measurement Challenge – the campaign started in 1927 •Desk research – establishing the number of horses involved, economics and infrastructure of the trade •Field research – establishing the key welfare problems and what drives the trade •Scientific research – peer reviewed and able to withstand scrutiny •Stakeholder research – who it involved, what are their views, can we work with them? •Supporter research – who will back the campaign to help achieve success, and what engages them? Undertaken on an on-going basis… 28
  • 29. Has the overall campaign goal been achieved? • Long-term: An end to the long-distance transportation of horses for slaughter in Europe; replacing it with a carcase only trade – NOT YET • Short-term: Welfare improvements for horses transported on these journeys, supported by robust enforcement – YES, STILL MORE TO DO. 29
  • 30. SMART objectives • An end to live trade by 2020 – not yet • Achieve 50% reduction in live trade by 2016 – between 2001 – 2011 we recorded a reduction in numbers from around 165,000 to 80,000 • Achieve amendments within EU policy to improve the conditions by 2015 – we achieved tangible improvements to legislation agreed in 2004, implemented 2007 • Introduce guidance and educational initiatives by 2012 – proposal received backing from eminent scientific experts, now to be implemented. 30
  • 32. Outputs, outcomes and impact • Measuring impact will tell you whether you are successfully moving towards achieving your campaign goals • Measuring outputs and their related outcomes will tell you whether your campaigning activity is successful • It is important to measure both, and to cross-reference to see if the overall approach is working. 32
  • 33. Campaign outputs •Evidence – research, reports etc •Political – PQs, consultations, meetings etc •Profile – media, promotional activities and literature •Campaign supporter activity: holding events, signing postcards, petitions meeting politicians etc •Educational – training events, literature 33
  • 35. Campaign activities outputs and outcomes 35
  • 36. Evidence and research – field, desk and scientific: •Dossier of Evidence 2008 – presented to European Commission •Scientific peer reviewed research - published Equine Veterinary journal •Evidence packages submitted to the European Food Standards Authority examining the latest evidence for the European Commission – included in report. 36
  • 37. Political – PQs, consultations, meetings… •Written Declaration – 54/2009 over 50% MEP’s signed, one of only five animal welfare Declarations ever tabled, first ever for horse welfare •Consultations – on legislation and enforcement – sit on Defra expert working group •PQ’s on number of horses exported from different Member States to slaughter; pressing the EC for action in relation to the Declaration. 37
  • 38. Profile and supporters • Growing base of campaign supporter, undertaking a variety of actions: holding events, signing postcards, petitions, meeting politicians etc • Profile – media, promotional activities and literature • Educational – training events, literature. 38
  • 40. Tools - framework for measuring impact 40
  • 41. B a s Evidence & e research – l field, desk, i scientific n e IMPACT Profile – Identify supporter, O Idea impact Strategy Implement Achieve m media… u s measurin / plan positive e t g tools a Education p change, s – training, u make a u literature… t difference r s e Political m – PQs, e meetings, n consultatio t n Ongoing data collection, evaluation, measurement and review of impact 41
  • 42. Tips… • Undertake measurements and establish baseline data before you start your campaign – essential to develop the right strategy • Relate your baseline data collection to your ongoing approach to measuring impact – to ensure consistency and value • Keep things simple and relevant – only record data of value, that will be used • If your campaign isn’t working use your data to identify why – Act • Utilise those who are not directly involved to check your approach – a fresh pair of eyes can be the quickest evaluation mechanism if time and resources are limited, as they will identify new things • Make time to evaluate your campaign – there are big benefits! 42
  • 43. Thank you - any questions? Contact: •jowhite@worldhorsewelfare.org •jo.white@progressiveideas.co.uk •07584 411980 43