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© 2012 The MITRE Corporation. All rights reserved. Presentation to the Federal Communicators Network Jeffrey Brooke, ABC Principal Consultant Organizational Communication & Change Management [email protected] Presentation approved for Public Release:12-4611. Distribution Unlimited *ABC Accredited in Business Communication by the International Association of Business Communicators Measuring Communication - Simple Approaches That Can Change Your Image

FCN Presentation - Measuring Communication - Nov 2012

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MITRE Principal Consultant Jeff Brooke shared a presentation on how to think about measurement in everyday communication planning.

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Page 1: FCN Presentation - Measuring Communication - Nov 2012

© 2012 The MITRE Corporation. All rights reserved.

Presentation to the

Federal Communicators Network

Jeffrey Brooke, ABC

Principal Consultant

Organizational Communication & Change Management

[email protected]

Presentat ion approved for Publ ic Release:12-4611. Dist r ibut ion Unl imi ted * A B C – A c c r e d i t e d i n B u s i n e s s C o m m u n i c a t i o n b y t h e I n t e r n a t i o n a l A s s o c i a t i o n o f B u s i n e s s C o m m u n i c a t o r s

Measuring Communication - Simple Approaches That Can Change Your Image

Page 2: FCN Presentation - Measuring Communication - Nov 2012

Agenda

Logistics

– 30 minute presentation

– Q&A – via text box

– Presentation will be forwarded

Illustration - a typical communicator dilemma

What to measure

– Conceptual framework for measurement

How to measure

– Other examples and tools

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Page 3: FCN Presentation - Measuring Communication - Nov 2012

Communication measurement

is a way of thinking

Measurement is about:

– Gathering data

– To tell a story

– That allows people to make decisions

Not about:

– Complicated math

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Page 4: FCN Presentation - Measuring Communication - Nov 2012

Start with internal communication

Focusing on internal communication today

An organization’s brand/reputation, comes from the inside out.

Employees treat customers as management treats employees.

– Effective communication improves employee engagement

– Engaged employees deliver better for the customer

Here’s an example.

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Page 5: FCN Presentation - Measuring Communication - Nov 2012

Scenario - Call center at “the Bureau”

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Page 6: FCN Presentation - Measuring Communication - Nov 2012

Call center agent, Jill, answers question and

completes service applications for citizens

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Page 7: FCN Presentation - Measuring Communication - Nov 2012

Goal: communication with Jill will align her

performance with the Bureau’s goals

Communication Desired

interaction with

citizens

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Page 8: FCN Presentation - Measuring Communication - Nov 2012

Head of call centers needs quality improved (response accuracy)

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Page 9: FCN Presentation - Measuring Communication - Nov 2012

His e-mails, speeches, newsletters have stressed

quality – but haven’t produced change

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Page 10: FCN Presentation - Measuring Communication - Nov 2012

He wants your help getting his quality message through

“What other communication should I do? I thought maybe a special newsletter each month focused just on quality, like industry best practices. Then maybe a contest between units and then spotlight the quality superstars in the newsletter each month. What do you think?”

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Page 11: FCN Presentation - Measuring Communication - Nov 2012

Stepping back for a moment… The communication flow – classic model

Communication Flow

Sender Message Channel Receiver Results

Noise

Feedback

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Page 12: FCN Presentation - Measuring Communication - Nov 2012

How does the basic model work in our large and complex organizations?

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Page 13: FCN Presentation - Measuring Communication - Nov 2012

Communicator Perspective

Stakeholder Perspective (e.g. employees)

Client Program Owner Perspective

Sender Message Channel Receiver Results

Organizational roles that tie to steps in the model

Communication Flow

Noise

Feedback

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Page 14: FCN Presentation - Measuring Communication - Nov 2012

Planned communication in an organization Steps that operationalize the model

Communicator Perspective

Plan Deploy Communication

Activities

Stakeholder Perspective (e.g. employees)

Frame of Reference

Communication

Outcomes

Client Program Owner Perspective

Stakeholder Behaviors

Results

Communication Flow

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Page 15: FCN Presentation - Measuring Communication - Nov 2012

Planning & measures are intertwined Planning starts at the end, works backward

Communicator Perspective

Plan Deploy Communication

Activities

Stakeholder Perspective (e.g. employees)

Stakeholder Assessment

(Frame of Reference)

Communication Outcomes

(Knowledge &

Attitude)

Client Program Owner Perspective

Stakeholder Behaviors

Results

Planning Flow

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Page 16: FCN Presentation - Measuring Communication - Nov 2012

Communication planning Explore measures for all steps, not just the end

Communicator Perspective

Plan

Measures

Deploy

Measures

Stakeholder Perspective (e.g. employees)

Stakeholder Assessment

(Frame of Reference)

Measures

Communication Outcomes

(Knowledge &

Attitude)

Measures

Client Program Owner Perspective

Stakeholder Behaviors

Measures

Results

Measures

Planning Flow

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Page 17: FCN Presentation - Measuring Communication - Nov 2012

How to Measure Communication

Overview of Key Tools

Qualitative

– Interviews

– Focus Groups (and Structured Group Interviews)

– Polls

Quantitative

– Surveys

– Counting

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Page 18: FCN Presentation - Measuring Communication - Nov 2012

Qualitative Data Gathering

Top tools Best for

understanding

Examples

• Focus groups

• Interviews

• Polls

• Depth—by probing

• To understand the

range of issues on a

topic

• Story-telling nature of

dialogue can uncover

forces around

change—enablers

and barriers to

change

• What people know

• How people feel

about a topic

• Frame of reference

on a topic

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Page 19: FCN Presentation - Measuring Communication - Nov 2012

Quantitative Data Gathering

Top tools Best for

Examples

Surveys

Prediction

• Breadth—how widely

shared is an opinion

• Precise, for tracking

changes over time.

• Comparison over

time, and between

organizations

• Correlation analysis

for prediction

Counting

Outputs

• Number of articles

• Event attendance

• Percentage of

articles dedicated to

each strategy

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Page 20: FCN Presentation - Measuring Communication - Nov 2012

Communication planning 1. Results

Communicator Perspective Stakeholder Perspective

(e.g. employees) Client Program Owner

Perspective

Results

Plan What to measure How to measures

Questions to ask:

Outcomes:

• What needs to change and why?

• How will you know if you’ve

accomplished your goal?

Examples:

• Customer satisfaction

• Budget requirements

• Congressional

requirement

Examples:

• Survey

• Financial statements

• GAO/committee

feedback

Outputs:

• What changes in outputs are needed

to achieve the goals?

• How will you measure progress?

• Number

• Quality

• Cost

• Counting

• Sampling

• Cost accounting

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Page 21: FCN Presentation - Measuring Communication - Nov 2012

Results

Outcomes and Outputs

Will be measured by the program owner

Outcome: Higher satisfaction from

– GAO/Congress

– Citizens

Output: Higher quality calls

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Page 22: FCN Presentation - Measuring Communication - Nov 2012

Communication planning 2. Targeted stakeholder behavior

Communicator Perspective Stakeholder Perspective

(e.g. employees) Client Program Owner

Perspective

Stakeholder Behaviors

Plan What to measure How to measure

Questions to ask

• Who needs to do what differently to

produce the output changes?

• How will you measure the behaviors?

• What will change to enable the new

behaviors?

Examples

Actual behaviors

• Applying new training

• Using new procedures

Behavioral indicators

Examples

Business process

measures

Survey questions

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Page 23: FCN Presentation - Measuring Communication - Nov 2012

Behaviors

Not clear

Ron assumes the agents have leeway.

Sees his communication as motivation.

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Page 24: FCN Presentation - Measuring Communication - Nov 2012

What to tell Ron?

One approach

“Yes! I can help you with a quality-focused newsletter and other

ways to get out your message.”

“AND— – how do you feel about first letting me do some feedback sessions

to get a sense of what will and won’t work. I might find better

options for you to consider.”

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Page 25: FCN Presentation - Measuring Communication - Nov 2012

Communication planning 3. Stakeholder assessment – change readiness

Communicator Perspective Stakeholder Perspective

(e.g. employees)

Stakeholder Assessment

1. Frame of Reference for the change

Client Program Owner Perspective

Plan What to measure How to measure

Questions to ask the program owner

Client hypothesis about reaction to the

change:

• What changes will enable the new

behaviors or remove barriers?

• What is the stakeholder’s frame of

reference on what you are asking

them to do differently?

• What might they see as enabling or

blocking them?

Examples

Validate with the

stakeholder:

• Will you be able to do

this, in light of the

planned support?

Examples

Focus group

Interview

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Page 26: FCN Presentation - Measuring Communication - Nov 2012

Conduct stakeholder assessment Focus groups at call centers

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Page 27: FCN Presentation - Measuring Communication - Nov 2012

Finding: Quality measured quarterly, at the office level

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Page 28: FCN Presentation - Measuring Communication - Nov 2012

Quantity Metric–

Every 30 minutes, Group Level

Finding:

Quantity measured every 30 minutes, at the group level

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Page 29: FCN Presentation - Measuring Communication - Nov 2012

Frame of reference determines

what Jill will notice, how she will interpret it

Communication

Frame of Reference

(Enablers & Barriers)

Resulting

interaction

with citizens

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Page 30: FCN Presentation - Measuring Communication - Nov 2012

Stakeholder assessment:

Focus groups determine Jill’s frame of reference

Frame of Reference

(Enablers &

Barriers)

Elements of frame of

reference

• Leadership

• Mission & Vision

• Culture

• Mgt. practices

• Policies &

procedures

• Work unit climate

• Individual needs

• Task & individual

skills

(See Burke-Litwin model)

Resulting

interaction

with citizens

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Page 31: FCN Presentation - Measuring Communication - Nov 2012

What would you tell Ron?

What would you recommend

to him as a next step?

Might this change how Ron

sees you?

What to tell Ron?

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Page 32: FCN Presentation - Measuring Communication - Nov 2012

Communication planning

3. Stakeholder assessment – communication fitness

Communicator Perspective Stakeholder Perspective

(e.g. employees)

Stakeholder Assessment

2. Frame of Reference on

communication

Client Program Owner Perspective

Plan What to measure How to measure

During deployment:

How to assess the effectiveness of each

communication activity during

deployment.

Past experience:

Usefulness of communication channels

and approaches with this stakeholder.

“Fitness” of communication

Examples:

- Clarity

- Right channels

- Amount

- Timing

- Exposure

During deployment

• Survey

• Poll

• Focus group

Past experience

• Compilation of

previous data

• Communication audit

“Fitness” measures.

What do they think of

our stuff? Does it “fit”

their needs?”

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Page 33: FCN Presentation - Measuring Communication - Nov 2012

Example:

Ongoing assessment of "fitness" of messages

Weekly survey of employees and managers

Hottest topic of the week

Statistically reliable sample

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Page 34: FCN Presentation - Measuring Communication - Nov 2012

Example "Fitness" measures Message penetration and usefulness

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Page 35: FCN Presentation - Measuring Communication - Nov 2012

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Q7. How would you rate the

amount of communication you've

received on this topic? (Running

average for "About right" is 68%)

Q6. How important is the topic of

"new system procedures" to you?

(Running average for "Important" is

65%)

Q5. Overall, how satisfied were

you with this communication?

(Running average for "Satisfied" is

86%)

Q4. To what extent do you feel

this communication was timely?

(Running average for "Timely" is

82%)

Timely

Satisfied

Important

About right Too much Too little

Unimportant

Dissatisfied

Not timely

Example "Fitness" measures Timeliness, satisfaction, importance, amount

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Page 36: FCN Presentation - Measuring Communication - Nov 2012

Communication planning 4. Communication outcomes

Communicator Perspective Stakeholder Perspective

(e.g. employees)

Communication Outcomes

Knowledge &

Attitude

Client Program Owner Perspective

Plan What to measure How to measure

What knowledge and attitude will

produce the targeted behaviors, as seen

through the stakeholder’s frame of

reference?

Examples

• Knowledge and attitudes

(perceived)

• Actual knowledge

Examples

• Survey

• Poll

• Focus group

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Page 37: FCN Presentation - Measuring Communication - Nov 2012

Example knowledge measure

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Page 38: FCN Presentation - Measuring Communication - Nov 2012

Example measure of feelings

9%

23%

17%

20%

31%

13%

38%

25%

0%

25%

0%

5%

10%

15%

20%

25%

30%

35%

40%

A great deal Somewhat A little None I’m not sure yet.

To what extent do you feel the new Performance Plan system will help the agency reach its goals?

Employees

Sups

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Page 39: FCN Presentation - Measuring Communication - Nov 2012

Example: Measuring knowledge and feelings

for course correction

Situation:

– Executive Committee interactive video town hall

Topic:

– Transformation update – two years into effort

Update on each of five change strategies

Scripts weighted heavily on “why this strategy is important”

Measurement Plan

– Pre-event random survey – two questions for each strategy

Know: “How important do you feel this is to the agency transformation?”

Feel: “How effectively do you think this strategy is being implemented?”

– Recommend possible script changes

– Post-event repeat survey

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Page 40: FCN Presentation - Measuring Communication - Nov 2012

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Measuring knowledge and feelings

Pre-event survey (two days prior)

Several strategies showed:

• good scores for importance

(feeling)

• lower scores for

implementation (knowledge)

Comments indicated lack of

knowledge about early

implementation efforts and

results.

Updated script for these

strategies to weight more heavily

on pilots and early

implementation efforts.

Page 41: FCN Presentation - Measuring Communication - Nov 2012

Measuring knowledge and feelings

Post-event survey (one hour after event)

Scripts adjustments were

successful.

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Page 42: FCN Presentation - Measuring Communication - Nov 2012

Communication planning 5. Deploy communication activities

Communicator Perspective

Deploy communication

activities

Stakeholder Perspective (e.g. employees)

Client Program Owner Perspective

Plan What to measure How to measure

What types of communication will best

convey the targeted knowledge and

attitudes?

Communication Outputs

Examples:

• # of articles and events

• % of content supporting

each business strategy

• % of stakeholders who

provide input on a change

• # of awards for a desired

behavior

• # informal leader

conversations

Examples

• Counting

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Page 43: FCN Presentation - Measuring Communication - Nov 2012

Targeting value change with

messages Primary communication activities

Content, such as intranet

pages, publications and formal

presentations.

Interaction, such as input to

decisions, dialogue with

managers, and collaboration

with colleagues.

Leadership example, such as

how leaders signal what they

value through promotions,

recognition, budget, their time

and informal comments.

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Page 44: FCN Presentation - Measuring Communication - Nov 2012

Output measures Content analysis – weekly data collection

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Themes Totals

% of total

editorial

space E-Bulletin Managers Bulletin Magazine Webbie

Total Length 66586 37702 15582 7289 6013

Vision 222 0% 0 0% 222 1% 0 0% 0

Mission 239 0% 239 1% 0 0% 0 0% 0

Values 12026 18% 2249 6% 498 3% 6165 85% 336

Value: Integrity 208 0% 0 0% 0 0% 0 0% 0

Value: Teamwork 10712 16% 2053 5% 498 3% 6165 85% 336

Value: Commitment 1423 2% 196 1% 0 0% 0 0% 0

Value: Dependability 389 1% 0 0% 0 0% 0 0% 0

Goals 39169 59% 16872 45% 11046 71% 2330 32% 1911

Goal 1: Develop a flexible

digital… 3421 5% 1092 3% 0 0% 1284 18% 0

Goal 2: Prepare and

equip… 6601 10% 3694 10% 1076 7% 1046 14% 0

Goal 3: Continue to

transition the… 784 1% 567 2% 0 0% 0 0% 0

Goal 4: To serve the

public's needs by… 892 1% 342 1% 352 2% 0 0% 23

Goal 5: Develop an

integrated enterprise

approach to… 32496 49% 14603 39% 10694 69% 0 0% 1888

Quotes 16629 25% 5112 14% 3973 25% 7090 97% 315

Photos/Images 497 55 9 24 25

188 63 10 60

Total articles or services 786

Page 45: FCN Presentation - Measuring Communication - Nov 2012

Example output measure: Percentage of total editorial space,

by category, for all six channels

1% 0%

6%

28%25%

27%

14%17%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Vision Mission Values Goals Strategic

Priorities

Administrative Recognition Quotes

Page 46: FCN Presentation - Measuring Communication - Nov 2012

Example output measure: Percentage of total editorial space,

by category, for E-Bulletin

1% 1%3%

25%

19%

23%

8%

13%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Vision Mission Values Goals Strategic

Priorities

Administrative Recognition Quotes

Page 47: FCN Presentation - Measuring Communication - Nov 2012

Example output measure: Percentage of total editorial

space, deep dive in “goals” coverage

28%

3%5%

2% 2%

25%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

Goals Total Goal 1: Develop

a…

Goal 2: Prepare

and equip…

Goal 3: Continue

to transition the

Goal 4: To serve

the public's

needs by…

Goal 5: Develop

an enterprise

approach to…

Page 48: FCN Presentation - Measuring Communication - Nov 2012

Communication Measures Integrated with Communication Planning

Communicator Perspective

Communi-cation plan elements

Measures for each element

5.

Tactics to Deploy

Communication Outputs

Stakeholder Perspective

3.

Stakeholder Assessment

(Frame of Reference)

Change Readiness

Communication Fitness

4.

Communication Outcomes

Knowledge and

Feelings

Client Program Owner Perspective

2.

Stakeholder Behaviors

Specific behaviors needed

Changes that will enable the

behaviors

1.

Results

Outcomes and outputs

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Page 49: FCN Presentation - Measuring Communication - Nov 2012

Does anyone really care?

Measures can move your “brand” from overhead, toward operations.

Communications Executive Council survey: 2012 vs. 2007 data

Responsibilities of communication function – #1 increase: Social Media 80% (from zero) – #2 increase: Measurement 82% (from 64%)

Top communication strategic priorities for 2013

– #1: Employee engagement – #2: Improving leadership communication – #3: Building company presence in social media

Strategies to improve communication function effectiveness – #1 Improved consultative partnership with business leaders – #2 Deeper business acumen on the team

CEC 2012 report: Taking Your Communications Budgeting and Planning to the Next Level

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Page 50: FCN Presentation - Measuring Communication - Nov 2012

What next?

Deeper topics

– Design and use tools for valid and reliable data

– Communication audits

Broader topics

– Looking at measures across organizations and time

– What communication function can do to add value

Feedback on today’s presentation

Reach out to me and FCN community

Q&A

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