Notes+Group+2+August+25

=**Group 2**= =**Session 2**= =**Chat Transcript**=

**Icebreaker: Social Media--to what end?**
Pam Sturner: Social media to what end for our org? Lots of ideas emerging from the conversation around our new strategic plan! Just sketched one out in the wiki journal as a potential proof of concept measurement pilot.

**Defining/discussing pilot in the orgs. Poll: did you define or discuss the pilot?**
Vickie: Had a meeting with the different departments (unfortunately because of schedules it wasn't a joint meeting with all).Found that it was easy to develop goals that were complimentary amongst depts. Everyone had similar goals of wanting to grow it and make it successful and grow the mission.

//Discussion with Vickie about having meetings with various departments on pilot. She discovered complimentary goals across departments.//

Natalia Castaneda: Other: We have discussed the pilot but I think we need to simplify it - focus on baby steps

Nicole Lampe: We have an office hour scheduled for this afternoon, and look forward to finalizing plans after that!

Brendan McLaughlin: I'm fairly sure we'll focus on our twitter performance, specifically on improving strategic alliances, but would like to discuss with beth during office hours before finalizing. I also need to do some catchup reading to make sure this makes sense.

Debbie Ford-Scriba: We've actually changed, I think, from single event to more analysis w/help from the Analysis Exchange, w/thanks to you & our one-on-one. Defined a pilot - what made it easy is that this is one of the first times that we're really measuring an event/activation from the beginning.

Jocelyn Garovoy Herbert: We have discussed undertaking a benchmarking study, and have office hour scheduled with you for later today. I think we need some help focusing on specific measurement targets, since I still have in mind this question of determining which components of our campaign have been most effective. The campaign makes use of multiple online and traditional media tools, e.g. informational websites, Facebook pages and twitter, blogs, Google ads, and earned media. Need some help focusing.

Danielle Siembieda: I need to go back to my management staff about the pilot for review

Alison Carlman: I did define a pilot, but what actually was helpful was looking at other peoples' comments on the wiki.

Michelle Berg: We were already planning to have an Online Action Challenge in September, so it was obvious to select this effort to actually measure this time around

Debbie Ford-Scriba: In refining our project, integrating ongoing staff discussions into this project made perfect sense.

Emily Knutson: We took program initiatives that we will already be doing as an organization and will be aiding programs to become more successful and measuring the outcomes of social media campaigns.

Nathalie Palmer Arch: Picking a pilot aligned very well with our upcoming launch of our new website and integration of program newsletters/publications into a blogging program--this pilot is half a proof of concept, half a way to help that launch.

//Discussion with Jocelyn: How to define effectiveness & baby steps? Need to make sure picking the right thing to measure.//

Christine Lindberg: Two ideas immediately came to mind. One was an easy win, the other was more aligned with organization goals. Through discussions with policy staff and Beth (thank you) we were able to take the idea that aligned better with org goals (which was harder to measure) and whittled it down to a couple baby steps.

Elisabeth: In order to define a pilot, I had to step back and see where I'm spending most of my time yet aren't seeing the results I'd like or even how to measure those results at all.

Patrick McIntyre: What made it easy? Basically, our public policy and social media teams came up with very similar ideas independent of one another. This training prompted the conversation that is moving things forward.

//Discussion with Patrick: collaboration is spontaneously happening across departments. Check out his power point on his journal page.//

//Discussion with Christine: Initially wanted to promote a microsite since it seemed easier, but decided to go with promoting another campaign because it would be more similar to ongoing work in the organization and therefore more effective.//

Pam Sturner: What shook it loose: 1) putting together insights/advice from Beth's book, KD Paine's book, the Ocean Conservancy case study on Beth's blog, and data from our strategic planning process; 2) reaching a particular stage in drafting our strategic plan; 3) reading Danielle (Zero1) and Nathalie's (HV) observations on the wiki; and 4) floating the pilot idea with our faculty director and getting her support to move forward.

Natalia Castaneda: We need help focusing our ideas

Debbie Ford-Scriba: Her comments are making perfect sense to me in the context to what we're trying to measure vis-a-vis the bottom line, which for us, is connecting our efforts to moving the needle in terms of social change.

Anna Weldon: Make sure that whatever you are going to measure fits into your overall strategic plan/planning.

Next steps
Natalia Castaneda: schedule a meeting with Beth to discuss

David Taylor: We need to select the right tool/tools

Nicole Lampe: Office hour this afternoon to figure out the right approach to get the information we need.

Vickie: Moving forward: launch the microsite. create trackable links and work with our comm manager to create an effective communications calendar that will promote all of our goals

Michelle Berg: We need to define the best tool for measuring. We're starting next week!

Elisabeth: feedback on whether or not we are moving in the right direction

Jenn Breckenridge: We need to meet and fill out the pilot form and list out next steps from there.

Danielle Siembieda: I need to meet with marketing staff to get buy in for measurements

Emily Knutson: We will need to meet with each department and work out social media program strategies, messaging and timelines.

Brendan McLaughlin: I’d love to test my proposal with you to see if/how I can refine and hone it from the outset, and ensure that what I’m thinking of is measurable.

Pam Sturner: Q2: Having gotten our faculty director's endorsement, I need to meet with my team to vet and refine the pilot.

Debbie Ford-Scriba: Need to fill out Analysis Exchange form

Anne-Marie Alden: Our goals are broad so we need to refine and come up with realistically measurable ways to track

lyle hurst: discuss at team meeting next week, get participant commitment

Hilary Gridley: To move our pilot forward, we need to complete work on a strategy document that sets clear goals and how we will achieve them.

Alison Carlman: I need to meet with my supervisor to define which of the KPIs in our strategy are most important to include in a dashboard, so that when we start looking at alternatives to our current tools we'll know whether they will meet our needs

Jocelyn Garovoy Herbert: Next step is to define success so I can identify what to measure

Christine Lindberg: We're working on the overall campaign plan, refining proposed objectives, and figuring out our key messages (through working with our policy team). We feel confident that we're headed in the right direction and are excited to get the ball rolling.

Maria Ibanez: trying to tie in to the strategic priorities

Patrick McIntyre: Next Steps for United Way: 1) Align our pilot idea with the pilot design worksheet; 2) Learn the nuts and bolts of actually getting started

Caroline An: our next step is to sit down and look at what project is feasible, something we can track and that can be integrated into a longer campaign. also, we have a follow-up call with Beth, and I'm hoping to narrow down our project. We have buy-in from the right people.