Here you will see how "ABC Education" used the Sample Audit to understand their current outreach performance and capacity. ABC Education used these tools to develop a strategy, establish a plan, ensure execution, and evaluate their efforts.
We do some outreach, but typically only when a grant is due or it is specifically requested by our funding organization (i.e., NSF, Program Officer, Institution). This occasional outreach has usually been done by whoever is writing the grant proposal and only revisited when annual reports are due or important conferences arise.
Our audience and mission are well defined, and will probably not change over time.
Our organization puts a number of different resources behind development of a mission, goals, materials, and messengers for more formal outreach efforts. However, one person is responsible for more routine outreach efforts.
Outreach rarely makes it into the budget as a specific item. The outreach budget tends to appear only if surplus funds within a grant need to be spent quickly or if a short-term outreach campaign is suddenly given a higher status.
One staff member handles editing, publication design, audience database management, and dissemination. This person is not allocated enough resources to dedicate time to outreach and other responsibilities. In addition, only some outreach occurs on a regular schedule and has established policies and materials for outreach to target audiences.
We will focus on improving budgeting, communications, project management, and tactics.
Tip: Consider what will allow your organization to concentrate its resources on the greatest opportunities to expand and affect your audience. Whenever possible, poll your audience to discover which channels connect with their interests and needs.
Create a formal document with a date on it so that you have a record of your outreach plan. This plan will change over time, so make sure you keep copies so you can return to past ideas, consider new ones, and keep from reinventing the wheel every time you review your outreach strategy.
ABC Education will publish new research findings on the effects of digital media on STEM instruction in K-12 classrooms. The findings suggest that digital media instruction has a significant effect on student outcomes. We will broadcast the report in the winter/spring to the widest possible audience of policy makers, educators, and others with influence. We hope to encourage the adoption of more professional development for teaching STEM with digital media at the state, district, and school level.
Build a 3-month plan counting down to the biggest event for educators in the first quarter of the year: the annual XYZ conference with over 10,000 attendees.
Primary: Teachers, educational technology community at XYZ conference. Secondary: Program Officer, Partner Institutions.
The report will appear on the ABC Education web page (or blog). The intro will include information on the relevance and purpose of digital media in STEM education. Beneath the introduction will be a hierarchy of project highlights: 2 or 3 large project features with video and limited text, followed by smaller project features with video, images, limited text, and links representing core competencies. This will also be made into a flyer for non-digital outreach.
From today's date in January through the end of March. (Conference date: March 25.)
$1,500 plus two dedicated staffers part time
Tip: Conduct polls to determine how best to reach your audience. (Do they use social media? Attend conferences? Spend a lot of time checking their e-mail?)
Get together with your team, like ABC Education did, and conduct brainstorming sessions to collect group ideas about what might work. Make sure to write everything down, no matter how silly or far-fetched it seems. That way, you'll have a record for later and a ready-made list of ideas when you expand your outreach even further. This list can also help you determine your timetable and budget (see sample below.)
| Tactic | Description | Dates | Staff hrs | Cost | |
|---|---|---|---|---|---|
| 1 | Audience survey | Survey Monkey poll in email newsletter | Feb | 5 | $250 |
| 2 | ED Blog outreach | Connect with top 5 education bloggers | Feb | 10 | $0 |
| 3 | Set-up, post 7x/wk, polls | Feb | 70 | $0 | |
| 4 | Set-up, tweet 3x/day,contests | Feb | 70 | $0 | |
| 5 | Postcard | 1 brochure or postcard for conference | Mar | 20 | $2k |
| 6 | NSF release | 1 announcement on research findings | Apr | 10 | $200 |
| 7 | Webinar | 1 pre/post conference offer? | Apr | 10 | $300 |
| 8 | E-mail campaign | Coordinate w/ 1 conference listserve | Apr | 5 | $0 |
| 9 | Other Conference Opportunities | Presentation opportunity? | Apr | TBD | $1k |
| Total (priorities only) | 175 | $3,750 |
Tip: Keep an inventory of what creative assets (images, logos, etc.) are available for promotion, with an eye towards repurposing elements for multiple uses.
Now ABC Education needed to consider what messages they needed for each tactic. In this case, the Project Manager (PM) was designated the primary messenger, managing all of the social media communications, with the Director as a secondary messenger, committed to media interviews at the conference.
After they addressed the scope of their plan, starting with a timeline, tactics, activities, and metrics for the social media channel, they identified the activities and staff assignments for a social media workplan.
| Date | Activity | Staff |
|---|---|---|
| 1/7 | Project brainstorm | All |
| 1/14 | Define project scope | All |
| 1/21 | Create messaging themes, talking points | PM, SA, All |
| 1/28 | Create tactics, identify activities | PM, SA, All |
| 2/10 | Identify education blogs | SA |
| 2/17 | Create Facebook/Twitter accounts, start messaging | PM, SA |
| 2/21 | Start bi-weekly check-in on metrics, engagement, impact; review messaging | PM, All |
| 2/28 | Cross-promote w/ partner listserves,feeds | PM |
| 3/7 | Develop text for Postcard; send to printer | SA |
| 3/14 | Post about NSF release in social media; Develop text and list for Email Campaign | PM, SA |
| 3/21 | Contact bloggers with NSF release preview; Record Webinar on Report | PM |
| 3/23 | Press release to NSF, PR Newswire; Put materials online and on flyer. | PM |
| 3/25 | Conference | PM, All |
| 4/1 | Follow-up w/ conference contacts, partners | All |
ABC determined the following guidelines for executing their workplan:
Tip: Capture metrics on the effectiveness of different channels, tactics, and activities in a document as you go. Host a team meeting/session to evaluate the effectiveness of your overall strategy using these metrics. This will help you adjust your plan as needed instead of waiting until the campaign is over! It will also, of course, be a big help in the evaluation.
After three months, ABC Education revisited their initial outreach audit, the plan, and the metrics. They considered ways to revise the themes and messages based on feedback from teachers and partners, as well as upcoming opportunities. But before they did anything else they celebrated their results!
For PDF versions of this Planning Guide, Best Practices, the Performance Scale and Rubric, and the Sample Brief go to the Resources section.