dotorganize

Constituent Relationship Management (CRM) as Strategy: Moving from Lists - Notes

Submitted by Sarah Pullman on Wed, 2007-10-03 16:50.

Led by Jon Stahl and Tate Hausman

Notes by Cristen Perks

Effective uses of CRM (What people would like out of the ideal CRM):
- CRM as operating system built by direct input from users/constituents.
- CRM as collaborative workspace
- "Trigger" events that initiate proactive human action
- Event driven messaging - sequences initiated based on individual action (e.g. Dell)
--- Predefined sequences of engagement asks
- Cross platform marketing among organizations (danger: privacy issues)
--- Failed example:  America Votes 2004 coordinated canvassing (political world is ahead here and is working from a public list)
--- Creates a lot of demand for content
- More aggregation of public data from/about constituents
- Groups coming together to support each others ends/campaigns (coordination)
--- Who gets to control who gets to talk?
--- Even intra-organizational turf issues must be addressed

Example of collaboration: Washington State Priorities for a Healthy Washington
 - Must start with objectives

"curriculum based approach"
--providing information on demand
--predict what's going to happen in the future (based on CRM data)

Demographics
--expressed interest
--behavior  -> most predictive!

What to track:
--keep track of skills!!
--who people know (relationships)

Tension between silo'd data
--Only collect what you can act on

Transactions vs relationship

How do we figure out what people want and give it to them?
--being of service to our constituents

Online volunteering ("crowd sourcing")
-- e.g.  distributed phone banking

FOLLOW-UP:
1.  Privacy and friends (self-organized session)
2.  Collaborative lists in WA and beyond (dinner tonight)
3.  Network-centric organizing - facilitating other relationships

Helping the people who help the people who change the world

Submitted by Jason Mogus on Mon, 2006-10-16 11:35.

Note: This is a reprint from my blog at www.communicopia.com.

A few weeks ago I predicted that this year’s Web of Change conference would be our best ever. I guess you would expect a conference founder to make such a claim, but this year we really pulled something new and magical off.

Web of Change 2006 had almost 80 incredible attendees from all over North America (and one very notable guest from Europe) and the conversations and connections were some of the most thoughtful, insightful, and helpful of my 10 years in this industry.

Campaign Strategy: Understanding and Leveraging

Submitted by Sarah Pullman on Tue, 2006-09-26 13:34.

with Leda Dederich (dotOrganize) and Liz Butler (ForestEthics)

Notes by Phillip Djwa

We need to be thinking about the experience of working with organizations that lack a strategic focus and merge traditional organizing and think about better processes for that.

Talk was about the process for campaign strategy, look at Forest Ethics as a case study, and look at the main questions we have about integrating technology into campaigns.

A lot of times organizations don't have a strategy and/or don't know how to integrate technologies , but as "technologists" (i.e. web people) we are asked to create a website to support them.

However, actually sometimes it is campaign strategy that is needed. Also, technologists that want to help organizations need to know about the campaign to assist in terms of speaking their language.

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testimonials

"The thing that draws me back is not the 'professional development', but rather the incredibly powerful connection back to why we do all what we do. WOC recovered for me the purpose of this work and why I am in it. I think this is true for many who have been there – and the realization and clarification of this with trusted friends leads to a lifelong bond."
Katrin Verclas, Executive Director, Nonprofit Technology Network (NTEN)