Michael Edson @ J. Boye 2011: Jedi Mind Tricks for Measuring and Optimizing Lofty Goals (updated...

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Updated version of a talk first given at the e-Metrics Marketing and Optimization Summit, Washington, D.C., October 5, 2010. This version is for the J. Boye conference, Philadelphia, PA, 5-4-2011. The talk spells out the lofty goals of the Smithsonian Institution and the Smithsonian Commons project, and then describes some of the unconventional measurement methodologies we're using to figure out what to do and how to do it. J. Boye Conference page: http://jboye.com/conferences/philadelphia11/program/speakers/michael-edson/#presentation

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Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

Jedi Mind Tricks for

OptimizingLofty Goals

andMeasuring

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

@mpedson

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

@mpedsonslideshare.net/edsonm

smithsonian-webstrategy.wikispaces.com

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

@mpedsonslideshare.net/edsonm

smithsonian-webstrategy.wikispaces.com

Get the full story here

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

@mpedsonslideshare.net/edsonm

smithsonian-webstrategy.wikispaces.com

…and here

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

The Smithsonian Commonswww.si.edu/commons

Preamble

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson

He’s not a spokesman!

First, we need to tell the story…

Smithsonian Strategic Plan

Smithsonian Secretary G. Wayne Clough

http://www.si.edu/about/

Four Grand Challenges

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand Challenges

http://www.si.edu/about/

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand Challenges

http://www.si.edu/about/

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand Challenges

http://www.si.edu/about/

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand Challenges

http://www.si.edu/about/

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand ChallengesStrategy

Schmatergy! We’ve seen strategy

before!

Smithsonian Strategic Plan

1. Unlocking the Mysteries of the Universe

2. Understanding and Sustaining a Biodiverse Planet

3. Valuing World Cultures4. Understanding the

American Experience

Four Grand ChallengesNo! This is about solving big hairy

problems— “work that matters”

(via @timoreilly)http://radar.oreilly.com/2009/01/work-on-stuff-that-matters-fir.html

c

c

This is big, audacious, important stuff.

This is work!

This is relevance earned through a job well done.

First order questions

First order questions

• Where is this work going to take place? • What kind of organization, infrastructure,

platforms will be needed to support it?• What is the organizational change model?

How will change happen? • Who will be the innovators? The connectors?

The drivers of change?• …and how do you measure it?

Web andNew Media Strategy

http://smithsonian-webstrategy.wikispaces.com/

http://smithsonian-webstrategy.wikispaces.com/

The strategy talks about an updated digital experience, a new learning model that helps people with their "lifelong learning journeys," and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

http://smithsonian-webstrategy.wikispaces.com/

The strategy talks about an updated digital experience, a new learning model that helps people with their "lifelong learning journeys," and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

http://smithsonian-webstrategy.wikispaces.com/

The strategy talks about an updated digital experience, a new learning model that helps people with their "lifelong learning journeys," and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

http://smithsonian-webstrategy.wikispaces.com/

The strategy talks about an updated digital experience, a new learning model that helps people with their "lifelong learning journeys," and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

Old Learning ModelNew Learning Model

http://smithsonian-webstrategy.wikispaces.com/

Balancing autonomy and control within the Smithsonian.rt of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

http://smithsonian-webstrategy.wikispaces.com/

Balancing autonomy and control within the Smithsonian.rt of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

Innovation at the Edges---

A commons in the middle

http://smithsonian-webstrategy.wikispaces.com/

…and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

http://smithsonian-webstrategy.wikispaces.com/

…and the creation of a Smithsonian Commons—a new part of our digital presence dedicated to stimulating learning, creation, and innovation through open access to Smithsonian research, collections and communities.

What is a Commons?

What is a Commons?

A set of resources maintained in the public sphere for the use and benefit of everyone

What is a Commons?

What is a Commons?

The Anti-Commons…

What is a Commons?

An organized workshop where raw materials can be found and assembled into new things.

What is a Commons?

Imagining a Smithsonian Commons• http://www.slideshare.net/edsonm/cil-2009-michael-edson-text-version

Museum Commons: A professional interactionhttp://www.slideshare.net/edsonm/museum-commons-a-professional-interaction-museums-and-the-web-2010-michael-edson-and-rich-cherry

What is a Commons?

What is a Commons?

Imagining a Smithsonian Commons• http://www.slideshare.net/edsonm/cil-2009-michael-edson-text-version

Museum Commons: A professional interactionhttp://www.slideshare.net/edsonm/museum-commons-a-professional-interaction-museums-and-the-web-2010-michael-edson-and-rich-cherry

What is a Commons?

Also…

A 15-minute talk at the Walker Art CenterText/footnotes: http://www.slideshare.net/edsonm/m-4402558

Video (starts at minute 12): http://channel.walkerart.org/play/opening-the-field/

Updated 6/21/2010

So now we’re at a moment…

The Grand Challenges

The Smithsonian Commons

How do you talk about these things in measurable business

terms?

So now we’re at a moment…

The Grand Challenges

The Smithsonian Commons

How do you use “information” to persuade, guide,

inform?

So now we’re at a moment…

The Grand Challenges

The Smithsonian Commons

How do you measure things that are…

difficult to measure?

Jedi Mind Tricks for

OptimizingLofty Goals

andMeasuring

Jedi Mind Trick #1Show your users to management

Relevance

http://www.youtube.com/watch?v=N5x4Sga0d1s

Q: Have you ever visited a Smithsonian Web site?

Jedi Mind Trick #2Use Organic Search and Alexa

Relevance

Unexpected Rivals in Google Search

Google Images

Wikipedia

Ocean.com

Discoveryeducation.com

NASA

Enchantedlearning.com

Relevance

Unexpected Rivals in Reach

Enchantedlearning.com

si.edu

discoveryeducation.com

ocean.com

Google ImagesWikipedia

Ocean.com…so much more reach than SI

that we don’t even show up on the graph…

Relevance

Unexpected Rivals in Reach (July – Sept, 2009)

Enchantedlearning.com

si.edu

discoveryeducation.com

ocean.com

Relevance

Unexpected Rivals in Reach (July – Sept, 2009)

Enchantedlearning.com

si.edu

discoveryeducation.com

ocean.com

Enchantedlearning.com is a two person team,

with more online reach than the world’s largest museum and research

complex!

Relevance

Traffic Trending Down

si.edu – 4% reach Wikipedia.org + 8% reachMoMA.org + 12% reachnpr.org + 20% reach

Jedi Mind Trick #3Humble yourself with

brandtags.net

Relevance

Brand Identity

Brandtags.netWe are the 560th of 928 brands

Jedi Mind Trick #4Highlight your competitors

Relevance

We’re competing with… everybody!

Relevance

We’re competing with… everybody!

Jedi Mind Trick #5Use 3rd party research

Relevance

The Demographic Tsunami

Ages 12-17

Ages 18-29

Ages 30-38

Ages 39-48

Ages 49-60

Ages 61-69

Ages 70+0

10

20

30

40

50

60

70

80

90Online Content Creation by Age

Internet users

Per

cen

tag

e

November 2007 data: Pew Internet and American Life Project

Relevance

The Demographic Tsunami“Everything we hear from people we interview is

that today’s consumers draw no distinctions between an organization’s Web site and their traditional bricks-and-mortar presence: both must be excellent for either to be excellent.”

Lee RainiePew Internet and American Life Project

Jedi Mind Trick #6Demonstrable feedback from users

1,144 positive votes/comments on prototype (out of 1,171 total votes)

1,144 positive votes/comments on prototype (out of 1,171 total votes)

It’s just Google Spreadsheet hooked up

to a form.

Jedi Mind Trick #7Show validation from VIP’s

Jedi Mind Trick #8Measure end-user satisfaction

Jedi Mind Trick #9Bake measurement into the

platform from the start

Jedi Mind Trick #9Bake measurement into the

platform from the startSmithsonian Office of the

CIOis starting to study the

as-is measurement/analysisprogram

YESNO17%

83%

77

Survey HighlightsWhich web analytics tools are you using?

What are the some of the most valuable behaviors a user can perform on your site?

10%

29%

61%

Are there web-user activities NOT being measured

that you WANT to measure?

http://smithsonian-webstrategy.wikispaces.com/

The importance of measurement/analysis

and UX is laced throughout the

strategy

Project Charter (draft)

http://smithsonian-webstrategy.wikispaces.com/Smithsonian+Commons+Project+Charter

Project Charter (draft)

http://smithsonian-webstrategy.wikispaces.com/Smithsonian+Commons+Project+Charter

Measurement and analysis resources in the

project plan from the very start

Project Charter (draft)

http://smithsonian-webstrategy.wikispaces.com/Smithsonian+Commons+Project+Charter

Measurement and analysis resources in the

project plan from the very start

Eight measurable goals described

Project Charter (draft)

This is what the charter says…

Project Charter (draft)

3. Measurable Project GoalsThe goal of the Smithsonian Commons project is to stimulate learning, creation, and innovation through open access to Smithsonian research, collections and communities.

Project Charter (draft)

3. Measurable Project GoalsPrecise, measurable goals are a hallmark of successful project governance, but these kinds of outcomes are notoriously hard to define and measure in practice: seeking to define them too precisely or in too nuanced a way early in the project can be as counterproductive as not measuring them at all.

Project Charter (draft)

3. Measurable Project GoalsPrecise, measurable goals are a hallmark of successful project governance, but these kinds of outcomes are notoriously hard to define and measure in practice: seeking to define them too precisely or in too nuanced a way early in the project can be as counterproductive as not measuring them at all.

Project Charter (draft)

3. Measurable Project GoalsTherefore, the project will initially focus on three measurements: the amount of information in the Smithsonian Commons, the amount of activity on the Smithsonian Commons, and the satisfaction of people who use the Smithsonian Commons.

Project Charter (draft)

3. Measurable Project GoalsTherefore, the project will initially focus on three measurements: the amount of information in the Smithsonian Commons, the amount of activity on the Smithsonian Commons, and the satisfaction of people who use the Smithsonian Commons.

Project Charter (draft)

3. Measurable Project GoalsTherefore, the project will initially focus on three measurements: the amount of information in the Smithsonian Commons, the amount of activity on the Smithsonian Commons, and the satisfaction of people who use the Smithsonian Commons.

Project Charter (draft)

3. Measurable Project GoalsTherefore, the project will initially focus on three measurements: the amount of information in the Smithsonian Commons, the amount of activity on the Smithsonian Commons, and the satisfaction of people who use the Smithsonian Commons.

Project Charter (draft)

The specific, measurable 5-year goals1) 100 million items in the commons…

Project Charter (draft)

The specific, measurable 5-year goals1) 100 million items in the commons…2) 100 million transactions a year…

Project Charter (draft)

The specific, measurable 5-year goals1) 100 million items in the commons…2) 100 million transactions a year…3) High end-user satisfaction, both internally and internally, as measured through the Foresee Results measurement tool or equivalent

Project Charter (draft)

The specific, measurable 5-year goals1) 100 million items in the commons…2) 100 million transactions a year…3) High end-user satisfaction, both internally and internally, as measured through the Foresee Results measurement tool or equivalent

“Bits in: bits out”

(via Brewster Kahle)

Project Charter (draft)

Five additional measurable goals guide the project. The Smithsonian Commons will,4) Increase reuse of Smithsonian resources5) Be family-safe and school-safe6) Demonstrate new revenue models7) Drive traffic to unit websites8) Help eliminate cost and work at the unit level

Jedi Mind Trick #10Measurement is only one piece of

the equation

Jedi Mind Trick #10Measurement is only one piece of

the equation

It’s about understanding and improving

user experience

Jedi Mind Trick #10Measurement is only one piece of

the equation

You need a team

Smithsonian Commons Prototype

So let’s see what that’s like!

Thanks!!!

Michael EdsonDirector, Web and New Media Strategy

Smithsonian Institution, Office of the CIOedsonm@si.edu | @mpedson