Guess what? You can quantify a person's engagement with your organization. No more wondering who to target for your next fundraiser or who to mobilize for your next lobby day or who to ask to phonebank. Why? Because you know exactly where your supporters stand on your Engagement Pyramid, you know where you want them to go, and you know how you're going to get them there. At Groundwire, we've developed the strategic framework for building relationships and we've built the technology to support it.
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Secrets of the Engagement Pyramid
1. Secrets of the Engagement Pyramid #11ntceng 3/18/11 1 NTC11
2. Session Evaluation Each entry via text or web is a chance to win great NTEN prizes throughout the day! TEXT Text 11ntceng to 69866. ONLINE Use 11ntceng at http://nten.org/ntc/eval Session Evaluations Powered By: 3/18/11 2 NTC11
21. Pyramid Principles Only use for people who are or might be interested in your organization. Only include things you can know and count. Only do as much engagement as you can track. 3/18/11 21 NTC11
22. Will, Skill & Resources And/or, RESOURCES (time, money, relationships) 3/18/11 22 NTC11 Asyou move up, increasingly about SKILL (expertise in valued area) Starts with WILL
24. How are you engaging people? Website Content Email Marketing Social Media In-Person Events Advocacy Fundraising Volunteering Collaboration Your Superpower 3/18/11 24 NTC11
26. Evaluating Your Options Is the cost and sophistication of the platform a good match for your org? Is the platform keeping pace with the market? Does it allow you to measure everything that is important? 3/18/11 NTC11 26
30. Super-Duper Conservation League Engagement Pyramid Board Members, Major Gifts Committee, Super Volunteers contributed $1000 or more All criteria are currently either/or within an 12-month time period 5 Business Allies; Events Committee; Blog Writers; Interns; Summer Fellows ; Regular Volunteers contributed $250 - $999 4 3 Monthly Members: Episodic Volunteers contributed $50 - $249 2 Pledge-to-Voters; Email Action-takers; Prospective Major Donors contributed $1 - $49 1 Twitter Follower, Facebook Liker/Sharer, Have provided email or other contact info Donor prospect (has never made any kind of contribution) 3/18/11 30 Unique website visitor NTC11
32. 5 Served on board or otherwise provided significant leadership; contributed $500 or more 4 Served as a spokesperson; super volunteer; hosted an event; op ed; contributed $100 - $499 All criteria are currently either/or within an 12-month time period Attended a fundraising event or fee-based conference; took elevated action; taken 5 or more online actions; hike leader contributed $15 - $99 3 Has clicked through on an email and/or has taken at least 1 email action (or Facebook action recorded/via DIA); attended a non-fundraising event; frequent retweeter; frequent blog commenter, wrote an LTE contributed $1 - $14 2 1 Has provided email or other contact info (by signing up for email newsletter, etc.); Facebook fan; Twitter follower; donor prospect (has never made any kind of contribution) Unique website visitor 3/18/11 32 NTC11
42. Luis Follows Up With New Contacts Luis easily identifies recent sign-ups through a Salesforce report and offers them an opportunity to take action. 3/18/11 42 NTC11
45. The next time Luis sends a fundraising appeal… He runs a report that includes everyone who took recent action—for that segment he highlights the results of their efforts in his appeal. 3/18/11 45 NTC11
53. Session Evaluation Each entry via text or web is a chance to win great NTEN prizes throughout the day! TEXT Text 11ntceng to 69866. ONLINE Use 11ntceng at http://nten.org/ntc/eval Session Evaluations Powered By: 3/18/11 53 NTC11
Notas do Editor
eric
Karen should do the positioning - from Dave
Karen
EricIt’s not just a pyramid, it’s a framework and platformDon’t worry, we’ll also explain to you what we mean by “engagement”
Eric
EricWe cover this but decided to spend most of our time today covering the framework and examples
eric
How many times have you eaten chocolate in the last week?How many brands of chocolate can you name?On a scale of 1-10 where 1 is not very and 10 is very how important is chocolate to your well being?----- Meeting Notes (3/11/11 14:40) -----CAC's mission: foused on edu more people about the benefits of people and helping people enjoy chocolateexpand on engagement
ericIn: you now have a idea of what we mean by engagementMain: we’ve developed a framework for understanding engagement. Out: we use pyramid to organize engagement thinking
ericIn: Main: low-level engagement at bottom / highly engaged at top6 levels is arbitrary – captures the concepts each org will have unique pyramidOut:
ericIn: working on this since 2006. We used to think of it as a Ladder of EngagementMain: They describe the movement of an individual. Pyramid describes movement of your entire constituency in measurable waysOut: lets look at each of pyramid levels Other “ladders” you might have heard of… Also, Moves Management Gideon Rosenblatt Stephen Legault – Highwater Wiser Earth Community Engagement Pyramid
ericIn: example metrics most important attribute of a levelMain: Measure track & analyze your anonymous (unknown) constituent base----- Meeting Notes (3/14/11 16:18) -----use CAC story to describe level actions
ericMain: people who are known to you
ericMain: people who have given minimally
ericMain: People who have given substantially money or time
ericMain: No longer transactional relationship You know each other by name now They are doing serious work for the organization
ericMain: your most invaluable supporters
KarenIn: If you only remember three things from this session…1. public doesn't belong on the bottom of your pyramid2. 3. emphasize this one. It's radical. Sierra Club ex.
Karen
EricIn: Having a framework isn’t enough.Main: If you’re going to track and measure you need management systems.Out: before we can talk about management systems we need to talk about what we’re tracking
EricIn: Can anyone think of areas where you would want to track engagement?Main: We’ve identified these areas as the most relevant to our clients. have to be offering valueOut: org services as engagement - engagement superpower – cite articleOut: A range of ways to track.Choose tools to perform the engagement that make the most sense to you. Make sure there is a mechanism for rolling up to your engagement interactions in way that gives you visibility.Integration can take several forms: single platform, API, CSV export/import, integration platform (jitterbit)Are you able to track enough of these areas to meaningfully analyze the engagement of your constituents?In a perfect world you would be able to
EricMain: Rocks – you could just stack rocks in piles, starts to make your co-workers nervous Spreadsheets - You could track everything in spreadsheets, but: not structured, poor collab, etc In-house databases – Access, Filemaker,etc, but: good luck automating any engagement activity data Cloud Databases – Salesforce, Convio, salsa, etcWhen choosing a tools for tracking engagement…Integration – open and pre-built integrationsFlexibilityAffordabilityScalabilityOut: Monolithic closed vs interoperable openWe suggest avoiding engagement tracking tools that restrict the engagement means (lock you into the toolset for engaging). Too many great functionally specific tools. You should be using best-of-breed.
EricMain 1: Right size the toolset for your org. Staff turnover happens – having to invest in a lot of training for a platform. Use your staff resources wiselyMain 2: Does every part of your platform giving you the best capabilities possible?Main 3: Some do one thing well but they make it hard to measure engagement across different focus areas. Does your platform allow you to measure the most important engagement areas?can your vendor deliver the engagement tracking you need?
EricIn: Groundwire labs has invested in building an engagement platform over the last couple years. - SF is the brain for our orgs - bringing engagement info back into SF whenever possibleMain: Best of breed solutions that integrate with Salesforce – you can choose the best tool for you. Maximize flexibility and interoperability. this list is growing all the timecall out examples: email donations (to contrib level)advocacy events (cite example to endorsing level)Out: Important Note: you don't need every piece of info, just about their engagement - long-term relationship information - different way of thinking about integration
KarenIn: Now lets see how this framework and platform work in the world.Main: Cite our process: A8 week process with Groundwire, Results in a theory of change, engagement pyramid…
Describe WA Bus
Middle - reference Chris article"Meaty middle"where all the action is
say why ICL is such an interesting org: they organize in a state where the dem caucus can fit in a phone booth they punch above their weight class great lab for us
eric
Eric -> karen
karen
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