A client recently asked me if I had a tool that would help her track and collect measurement data during the course of a project. “Have you got a tool for that?”
It made me realize that when it comes to measurement we really harp on the planning skills. Which is crucial. But the collection, tracking, analysis and reporting are equally important. How many of us have planned our measurement, but never carried through?
So, here are some tips that will get your measurement skills up to speed across the entire measurement lifeline.
- Planning
- Target metrics that connect to business goals and prove communication success
- Find out what the organization is already collecting
- Determine the frequency of collection, approach of collection (e.g., survey, interview, electronic) and owner for each metric
- Collection and tracking
- Identify due dates for all the collection activity
- Determine all the collection logistics in advance so you don’t miss anything
- Automate what you can (e.g., invitations, reminders, electronic data reports)
- For longer-term efforts with multiple measurement points, document key data points and findings as they come in
- Analysis
- Identify the three most relevant findings
- Identify the most surprising finding
- Identify the findings that require additional follow up
- Categorize, count and analyze open-ended comments
- Consider the benefits of cross-tabulating some of your quantitative data
- Assess what worked well in the data collection process and what did not
- Reporting
- Understand the expectations and interests of the stakeholders to whom you are reporting
- Break out recommendations by short-term and long-term timing
- Identify those findings that best connect to goals
- Be realistic about how much you can present in the given time
- Determine which visuals and which words will be most useful to incorporate
- Identify the final call to action
- Anticipate questions and prepare a response
If you approach items two through four with the same diligence communicators typically approach item one, you’ll be more apt to follow through. And follow through means having more and better data, and more and better data means proving our value.
Proving our value through great measurement is one ingredient in the recipe for becoming a trusted advisor. Thinking strategically throughout the measurement lifeline is another. And, yes, we have tools for every step of the way.
Stacy Wilson, ABC, is president of Eloquor Consulting, Inc., in Lakewood, Colorado
