Leading a data-driven action program
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Transcript of Leading a data-driven action program
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LEADING A DATA-DRIVEN ACTION PROGRAM
Katie EllisNew Organizing Institute
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INTRODUCTIONS
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Norms
You
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FOLLOWING THE LAWELECTIONS.NEWORGANIZING.COM
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FOLLOWING THE LAWWWW.AFJ.ORG
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Presenter:
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Katie EllisData Training ManagerNew Organizing Institute
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OBJECTIVEIn this session, you’ll learn to enhance organizing campaigns through the use of data.
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AGENDAIntroductionsContext-Setting3 Uses for DataThe Data CycleCase Study 1: Issue CampaignCase Study 2: Electoral CampaignWrap Up
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• What do I mean by “data”?
• What types of data do you collect?
• Why do we need data?
CONTEXT-SETTING
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• Strategic Use of Limited Resources
• Setting Strategic Goals & Maintaining Accountability
• Demonstrating Success & Power
WHY DO WE NEED DATA?
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• Strategic Use of Limited Resources
• Setting Strategic Goals & Maintaining Accountability
• Demonstrating Success & Power
WHY DO WE NEED DATA?
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LIMITED RESOURCES
MONEY
TIMEPeople
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HOW DO WE BEST USE LIMITED RESOURCES?
TURNOUT
HISTORY
PRESUMED SUPPORT
LOW UNKNOWN HIGH
HIGH x HIGH TURNOUT PERSUASION
HIGH TURNOUT BASE
SPORADIC xSPORADIC TURNOUT
PERSUASIONSPORADIC
TURNOUT BASE
LOW x x x
NEW x x NEW BASE
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• Strategic Use of Limited Resources
• Setting Strategic Goals & Maintaining Accountability
• Demonstrating Success & Power
WHY DO WE NEED DATA?
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• STRATEGY is turning the resources you have into the POWER you need, to win the CHANGE you want
• What change do we want?• Who has the resources to create that
change?• What do they want?• What do we have? (that they want)
AUDIT THE SITUATION
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• What specifically does success look like?
• How do we get from there to here?– Define benchmarks so you can measure
progress and make adjustments
SET GOALS AND BENCHMARKS
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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METRICS
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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SOFT REPORTING
• Organizers and volunteers self-report
• Quick allocation of resources
• Day-to-day accountability
• Narrative feedback from the front lines
HARD REPORTING
• Results attached to names (volunteers, supporters, donors, registrants)
• Long term strategic resource allocation
• Verify soft reporting, increased accountability
COLLECT DATA
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• Are you on track to reach the benchmarks that you set?
• If not, can you identify the reason?– Is one staffer or volunteer coming up short?
Can you coach them?– Is one region producing different results? Can
you adjust your methods in that area, or shift resources elsewhere?
– Is one metric affecting others? What can you do to correct the imbalance?
EVALUATE
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• Now that you know what’s going on with your program… what will you do with this information?
• Keep your eyes on the prize – how do you adjust your tactics and benchmarks, without losing track of the goal?
ADJUST
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QUESTIONS?
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CASE STUDY: TENURE CAMPAIGN
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AUDITING THE SITUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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AUDITING THE SITUATION• Leadership team: Me, Aliya, Professor
Murphy, students on list-serv, Facebook group
• Our constituencies:– Students– Alumnae– Faculty
• Why has power?– Committee on Faculty Appointments– Dean Shennan
• Other resources:– Professors who have appealed successfully
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SET GOALS AND BENCHMARKS
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• What does a win look like?– CFA overturns tenure decision at May
meeting• What will it take to get there?– Research – Testimonials (Letters)
SETTING GOALS AND BENCHMARKS
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• What does a win look like?– CFA overturns tenure decision at May
meeting• What will it take to get there?– Research (Faculty)– Testimonials (Letters) – 100• Students – 70• Alumnae - 30
SETTING GOALS AND BENCHMARKS
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SET BENCHMARKS• How do we find people to write
testimonials?– Online forum– Facebook– Ask people– Petition
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SET BENCHMARKS
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• Students– Student organizations– Classes– Dorms
• Beebe – 5• Cazenove – 5• Pomeroy – 5• Bates – 3• French House – 1• Total - 74
SET BENCHMARKS
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INTERDEPENDENT LEADERSHIP TEAM
Katie
AliyaProfessor Murphy
List-Serv Facebook Group
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Class of 2005
Captain
Class of 2006
Captain
Class of 2004
Captain
Pomeroy Dorm Captain
Beebe Dorm
Captain
Cazenove Dorm Captain
INTERDEPENDENT LEADERSHIP TEAM
Katie
AliyaProfessor Murphy
List-Serv
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CAMPAIGN TIMELINE
January February March April May
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CHOOSE METRICS
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• Successful Submissions• Commitments• Signatures• Universe Penetration• Volunteers
CHOOSE METRICS
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COLLECT DATA
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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SOFT REPORTING
• Overview Numbers– How many signatures?– How many
commitments?
HARD REPORTING
• Names of commitments
• Physical petitions• Volunteers
COLLECT DATA
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ANALYZE
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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ANALYZE
Dorm Storm
Signatures
Commitments Letters
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PROGRAM DESIGN AND EVALUATION
Audit
Set Goals
Choose Metrics
Collect Data
Analyze
Adjust
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• Dorm storm working – ramp up!• X 3
ADJUST
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AND WE WON!
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CASE STUDY: DELAWARE DEMOCRATIC PARTY
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Audit the
Situation
Define Benchmarks
Choose Metrics
Collect Data
Analyze/Evaluate
Adjust
We know: • How many voted in 2006/2008• Who voted in 2006/2008
We track:• Volunteers recruited• Calls/hour• Contact rate
We track:• Volunteers recruited – 535• 45 calls/hour• Contact rate – 25%
We need:• 55,000 voters• 167,000 universe• 132,000 calls• 733 volunteer shifts
We track:• Volunteers recruited – 535• 45 calls/hour• Contact rate – 25%
Now we need:• 220,000 calls• 1629 volunteer
shifts
THE DATA CYCLE
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• Strategic Use of Limited Resources
• Setting Strategic Goals & Maintaining Accountability
• Demonstrating Success & Power
WHY DO WE NEED DATA?
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DEMONSTRATING SUCCESS
“Our call program is doing really well! We’re calling a lot of people and they are really excited about our ballot measure!”
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DEMONSTRATING SUCCESS
“Our call program is doing really well! We’ve made 11,000 calls into our persuasion universe (74% of our July goal) and of the 3,000 voters we’ve spoken to, 68% plan to support the ballot measure.”
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DATA VISUALIZATION
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• Strategic Use of Limited Resources
• Setting Strategic Goals & Maintaining Accountability
• Demonstrating Success & Power
WHY DO WE NEED DATA?
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QUESTIONS?
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