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Advocacy symposium 2016
1. 1
www.lucidea.com
Vancouver, CAN (Global HQ) • Boston, USA • Los Angeles, USA • Nottingham, UK
A PRESENTATION BY
Stephen Abram
Phil Green
May 18, 2016
A PRESENTATION BY
www.lucidea.com
Using Metrics and Stories
What Does Success Really Look Like?: A Conversation with Stephen Abram
3. 3www.lucidea.com
Today’s Outline
1. What is a measurement?
2. What do we use them for?
3. What is a story?
4. What is a story’s purpose?
5. Now, how do we craft great,
impactful stories?
6. What are our next steps?
6. 6www.lucidea.com
1. Statistics are not enough!
2. Measurements are two or more statistics
which, in combination, show
directionality, insight, or highlight a point.
What is measurement?
www.lucidea.com
7. 7www.lucidea.com
1. Statistics are not enough!
2. Measurements are two or more statistics
which, in combination, show
directionality, insight, or highlight a point.
3. They are best kept short, large and visual.
What is measurement?
www.lucidea.com
13. 13www.lucidea.com
In public libraries:
1. Monthly or regular reports
2. Business cases
3. Justifications
4. Feasibility studies
5. Marketing and positioning
What do we use
measurements for?
14. 14www.lucidea.com
In his book The Springboard, Steve Denning describes
these stories as “less a vehicle for communication of
large amounts of information and more a tiny fuse
that ignites a new story in the listeners’ minds, which
establishes new connections and patterns in the
listeners’ existing information, attitudes and
perceptions.”
What is a story?
16. 16www.lucidea.com
In special libraries:
1. Testimonials
2. Elevator stories
3. Water cooler / meetings prep
4. Coffee break stories (Starbucks)
5. Lunch stories (or hot dog cart)
6. Corporate events conversations
7. Social media hits
What is a story?
19. 19www.lucidea.com
1. To connect our emotional brain with our
logical brain.
2. To move minds, and connect with users
and decision-makers on their level of
goals and dreams.
What is a story’s purpose?
www.lucidea.com
20. 20www.lucidea.com
How do we craft
a great story?
Highly recommended reading:
The idea of a springboard story was
first explained in the book, The
Springboard: How Storytelling Ignites
Action in Knowledge-Era Organizations
published by Butterworth Heinemann,
in October 2000.
23. 23www.lucidea.com
1. Testimonials
2. Know the internal social
relationships
3. Embed ourselves in the visible social
relationships (meetings,
presentations, intranet,
social media)
How do we craft
a great story?
www.lucidea.com
24. 24www.lucidea.com
1. Testimonials
2. Know the internal social
relationships
3. Embed ourselves in the visible social
relationships (meetings,
presentations, intranet,
social media)
4. It takes practice…
How do we craft
a great story?
25. 25www.lucidea.com
Crafting a springboard story
1.Must be a “story” with a beginning, middle and end that is relevant to the listeners.
2.Must be highly compressed – the original springboard story contained 29 words.
3.Must have a hero – the story must be about a person who accomplished
something notable or noteworthy.
4.Must include a surprising element – the story should shock the listener out of their
complacency. It should shake up their model of reality.
5.Must stimulate an “of course!” reaction – once the surprise is delivered, the listener
should see the obvious path to the future.
6.Must embody the change process desired, be relatively recent and “pretty much”
true.
7.Must have a happy ending.
28. 28www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
What are your next steps?
www.lucidea.com
29. 29www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
3. Start surveys/polls on the question
and project level
What are your next steps?
30. 30www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
3. Start surveys/polls on the question
and project level
4. Gather testimonials – keep a file
What are your next steps?
31. 31www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
3. Start surveys/polls on the question
and project level
4. Gather testimonials – keep a file
5. Develop a sharing stories plan/schedule
What are your next steps?
32. 32www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
3. Start surveys/polls on the question
and project level
4. Gather testimonials – keep a file
5. Develop a sharing stories plan/schedule
6. Get visual
What are your next steps?
www.lucidea.com
33. 33www.lucidea.com
1. Know your ‘right’ numbers
2. Know your ‘right’ measurements
3. Start surveys/polls on the question
and project level
4. Gather testimonials – keep a file
5. Develop a sharing stories plan/schedule
6. Get visual
7. Share and practice
What are your next steps?
www.lucidea.com
36. 36
A PRESENTATION BYTHANK YOU FOR ATTENDING
Vancouver, CAN (Global HQ) • Boston, USA • Los Angeles, USA • Nottingham, UK
www.lucidea.com
Stephen Abram
A PRESENTATION BYTHANK YOU FOR ATTENDING
Thank You!
www.lucidea.com
Notas do Editor
Stephen
We live in interesting times with a huge number of trends to address. Public mistranslation[edit] We can blame President Kennedy for this – along with ‘Ich bin ein Berliner’ (‘I’m a sticky bun!’) since he popularized this in the public consciousness in a speech. Our great orators would never have survived our social media world!
Chinese philologist Victor H. Mair of the University of Pennsylvania states the popular interpretation of wēijī as "danger" plus "opportunity" is a "widespread public misperception" in the English-speaking world.[9] While wēi (危) does mean "dangerous" or "precarious", the element jī (机) is highly polysemous. The basic theme common to its meaning is something like "critical point".[9] "Opportunity" in Chinese is instead a compound noun that contains jī, jīhuì (机会, literally "meeting a critical point").
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . .
Phil
Whether you like it or not you are competing with Facebook, Linkedin, Amazon, other publisher websites etc. Your users use these websites / apps everyday. Does your website measure up or do you look like the odd man out?
If your website looks old, your content looks old. Some tips:
Don’t make your OPAC’s home page a Search Screen with 10 search boxes. Make it look like Google Search with options for “advanced” search
Deploy modern UI elements like tag clouds even if you don’t allow social tagging. For example, the Subject field can though of as top down tags and displayed in visually interesting ways.
Add visual images to your site, (e.g. corporate images) and make them dynamic just to break up the text and add visual appeal.
Add RSS or other dynamic content to keep your website current and changes.
Enable alerts so you can push content to users (“feed”) and then get them to come back to your site for details, reminding users of your relevance in their professional lives.
Stephen
Beauty may be in the eye of the beholder but everyone can agree that ugly is pretty common in the digital world.
Understand the CONTEXT of your user. Are they exploring or discovering; Are they reading or scanning? Do they just want a proof or a fact or are they looking for depth? So think about their context – for example is your news feed designed to be read first thing every morning over their wake-up-coffee? So scan-ability is crucial. OTOH when a report is huge – what tools do you offer to break it up. Do they have to dig for the table of contents or is it easy to get at? Can you provide a Wordcloud or other tool that breaks up the content? How about abstracts and executive summaries? Too many library services lead to overwhelming sets of content or too-big-for-the-time-I-have reports. Productivity suffers and then so does usage. When information isn’t used to support decision – decision quality risks being substandard.
The dominant learning styles of your clients plays a huge role here. Are your users like you? Are they strong text readers (like lawyers) or are they more visual (like museum pros and engineers)? Choose the number of visuals carefully based on your clients’ learning styles. Even if they are text based learners, that doesn’t exempt you from good layout practices – too many webpages are undifferentiated text – same font and leading, too few italics and boldface calling out important priority scanning lines, and worse, running lines across the whole landscape style monitor instead of using scan-able portrait layouts. I’ve even seen columns on displays (especially when folks go PDF too often) when these make it really hard to read necessitating up and down scrolling.
All of these issues are exacerbated when they are not tested and adapted for mobile devices - tablet and phones….
So basically – choose carefully. It may look pretty useable to you or meet some other trend in the marketplace – and cause issues for your clients when their real needs are taken into consideration.
(Example – Medline for medical professionals and hugely long records with the real important stuff buried. And usage on mobile.)
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . . As a non-revenue generating entity the library will always be under budgetary pressure (along with all the other cost centers in your organization).
Therefore the ability to provide usage statistics and other data continues to be important.
Analytics are crucial. And they’re pretty inexpensive now with Google Analytics and the native analytics in your ILS and licensed services. Where they fail though is they’re just data. If you provide JUST DATA you’re risking management drawing conclusions that may or may not be true – it’s pretty random and random is not your friend. What they want is:
IMPACTOUTCOMESRESULTSSAVINGS (time and dollars)
That said, these MEASUREMENTS can be very powerful. But measurements aren’t a magic bullet either.
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . . As a non-revenue generating entity the library will always be under budgetary pressure (along with all the other cost centers in your organization).
Therefore the ability to provide usage statistics and other data continues to be important.
Analytics are crucial. And they’re pretty inexpensive now with Google Analytics and the native analytics in your ILS and licensed services. Where they fail though is they’re just data. If you provide JUST DATA you’re risking management drawing conclusions that may or may not be true – it’s pretty random and random is not your friend. What they want is:
IMPACTOUTCOMESRESULTSSAVINGS (time and dollars)
That said, these MEASUREMENTS can be very powerful. But measurements aren’t a magic bullet either.
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . . As a non-revenue generating entity the library will always be under budgetary pressure (along with all the other cost centers in your organization).
Therefore the ability to provide usage statistics and other data continues to be important.
Analytics are crucial. And they’re pretty inexpensive now with Google Analytics and the native analytics in your ILS and licensed services. Where they fail though is they’re just data. If you provide JUST DATA you’re risking management drawing conclusions that may or may not be true – it’s pretty random and random is not your friend. What they want is:
IMPACTOUTCOMESRESULTSSAVINGS (time and dollars)
That said, these MEASUREMENTS can be very powerful. But measurements aren’t a magic bullet either.
Stories can start with data/measures but build on those to add meat to the skeleton.
Craft enough stories about impact on productivity, quality decisions, and your role in corporate strategic priorities.
Tailor these to what rattles the chairs in that client’s, that executive’s, that department’s attic. (brain)
Tell them often – This doesn’t work if you just tell one person (versus many) or one story or give one presentations.
Build on your analytics with measures of impact/outcomes and tell a story. And please DON’T get all perfectionist about it.
Stories are excellent when others (clients) tell them and not just you . . .
Stephen
Stephen
Stephen
Stephen
Stephen
What works best is STORIES. (Read Steve Denning’s book ‘Springboard Stories’)
Stories can start with data/measures but build on those to add meat to the skeleton.
Craft enough stories about impact on productivity, quality decisions, and your role in corporate strategic priorities.
Tailor these to what rattles the chairs in that client’s, that executive’s, that department’s attic. (brain)
Tell them often – This doesn’t work if you just tell one person (versus many) or one story or give one presentations.
Build on your analytics with measures of impact/outcomes and tell a story. And please DON’t get all perfectionist about it.
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . .
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . .
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
Stephen
At our last webinar we discussed 8 key trends to watch, avoid or explore. We’re digging deeper this time into one of those trends – measurements, metrics and stories . . .