Web of Change presentation by Shawn Kemp and Drew Bernard

1. Technology & True Love Integrated Engagement Tracking Drew Bernard & Shawn Kemp ONE/Northwest

2. During this session Relationship Phases & Engagement Model Channels of Engagement Capturing and Tracking Information Monitoring Progress Example Breakout Session

3. Meta points Engagement -> Relationships = Mission Accomplished CRM is a key ingredient Tracking & Measuring relationships Connected technology makes all possible

4. State-based, Regional & National Social Change Organizations Our Clients

5. Engagement  RELATIONSHIPS Engagement is the fuel of lasting, productive relationships.

6. EngagementPyramid Leaders Traditional Outreach Organizers Word of mouth Supporters Followers

7. Online Engagement YouTube Twitter Flickr MySpace Tabling Blog Phone FriendFeed Activism Micro- bloggin In-Person Events Social Media Online Activism True Love Requires Engagement The act of holding one’s attention. Inducing one to participate and take action. Website Volunteer Ops Wiki Social Media SMS Email Lists Collaboration Space Email Del.icio.us AboutUs ??? ??? ??? ??? ??? ONE/Northwest

8. If a tree falls in a forest? Track – Measure- Use ONE/Northwest

9. If a tree falls in a forest? Pulling In Learning More Reaching Out Personalized Constituent Relationship Management (CRM) ONE/Northwest

10. Followers Supporters Organizers Leaders Outreach

11. Reaching Out YouTube Twitter Flickr Blogosphere Word of Mouth (FOF) Media PR Phonebank Direct Mail Outreach Canvassing Events & Tabling Email

12. inspiringFollowers YouTube Twitter Flickr Word of Mouth (FOF) Action Alerts Website Drip Campaign Newsletter Events Followers Email Blog

13. empowering supporters YouTube Twitter Membership Donations Drip Campaigns Activism Phone, Letters Petition, etc Online Discussions Blog Website Newsletters Events House parties Rallies, etc. Website Supporters Volunteering SMS

14. Coordinating Organizers YouTube Twitter Membership Donations Personal Contact Activism Phone, Letters Petition, etc Online Discussions Their Social Places/Blog Collaboration Space Newsletters Events House parties Rallies, etc. Website Organizers Volunteering Phone Banking Etc. SMS

15. CultivatINGLeaders Staff, Board Spokes People Advisors Personal Contact Activism Phone, Letters Petition, etc Online Discussions Collaboration Space Leaders Events House parties Rallies, etc. Membership Donation

17. Source Campaign

18. Date

19. Issues

20. Location

21. Activity

22. Demographics

23. Psychographics

24. Channel

26. Email responses

27. Website usage

29. Issue

30. Location

31. Activity

32. Demographics

35. Donations

36. Advocacy activities

37. Volunteer Activities

39. Polls

40. Photos

41. Videos

43. Facebook & Twitter

44. Blog

46. Event Organized

47. Donations

48. Advocacy activities

49. Volunteer Activities

50. Sharing with friends

52. Polls

53. Photos

54. Videos

56. Facebook & Twitter

57. Blog

58. Etc…Danger! Followers Supporters Organizers Leaders Outreach Suddenly, we can create quantifiable goals for our outreach and cultivation efforts

60. Media exposure

61. Website traffic

63. Email Response

64. Subscribers

66. Attendance at events

67. Participation in online dialogs

68. Sharing with friends

69. Becoming new donors/members

70. Renewal rates for donors/members

72. Direct contact with organization

73. Hosting events

74. Leading online dialogs

75. Bringing in new followers

77. Contributes to vision and direction

78. Renewal rates for donors/members

80. Goals:

81. Acquire New Base for Climate Work In Salem

82. Capture information and move as many as possible from “Follower” to “Contributor” on engagement pyramid."There was no model for how we sent out emails before. The proposal for the project actually sent someone out of the room screaming, literally."

84. Venue = Segmentation

85. OE…. WHO?

86. Opportunity to serve

87. Fired up

89. Frame OEC as a resource.Strategy: Provide salient action that begins to help recipient use their voice. Results:

91. "My neighbor doesn’t believe in global warming… can you send me some information to help explain the issue?” – Rural Oregon

93. Highly strategic group

95. Breakout session Building relationships Break out into 4 groups Group 1: Outreach Group2: Followers Group 3: Supporters Group4: Organizers Think about and answer the following questions: What Channels will you use? What info do need metrics will you use to measure progress? How will you know if they are ready to be engaged at the next level.