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Page 1: T aylor Community Consulting - Catholic Charities …...MEET OUR T EAM 2 Washington University in St. Louis Catholic Charities Archdiocese of St. Louis Taylor Community Consulting

1

T aylor Community

Consulting

Page 2: T aylor Community Consulting - Catholic Charities …...MEET OUR T EAM 2 Washington University in St. Louis Catholic Charities Archdiocese of St. Louis Taylor Community Consulting

2MEET OU R T EAMWashington University in St. Louis Catholic Charities Archdiocese of St. Louis

Taylor Community Consulting Team

Masters in Science in

Customer Analytics

Fall 2018

Y a r o n g X uD a t a B e n c h m a r k i n g

S y s t e m D e v e l o p e r

Masters in Science in

Customer Analytics

Fall 2018

C l a i r e X uD a t a S t r a t e g i s t

Masters in Science in

Customer Analytics

Fall 2018

C h u y i Z h a n gD a t a S t r a t e g i s t

BS in Systems Engineering

BSBA in Economics & Strategy

Spring 2018

L u k e W a s y n c z u kP r o j e c t L e a d

Master of Business

Administration

Master of Social Work

Fall 2018

A b i g a i l M a c D o n a l dS u r v e y A r c h i t e c t

Masters in Science in

Customer Analytics

Fall 2018

Y i r a n Z h iB e n c h m a r k i n g R e p o r t

D e s i g n e r

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Organizations

1. St. Patrick Center

2. Saint Martha’s Hall

3. St. Francis Community Services

4. Queen of Peace Center

5. Marygrove

6. Good Shepherd Children & Family Services

7. Cardinal Ritter Senior Services

8. Catholic Family Services

136,000 People Helped Annually

Catholic Charities in St. Louis ass ists 136,000 people annually through more

than 69 programs at 61 sites

MissionTo serve people in need, especially those who are poor and vulnerable, work to

improve social conditions for all people in the community, and to call members

of the Church and community to do the same ”

CAT HOLIC CHARIT IES ARCHDIOCESE OF ST . LOU IS

8 Organizations. 1 Cause. A Stronger Community

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1. Collect and analyze Catholic Charities communication

data

2. Identify areas of improvement and brainstorm

recommendations for more efficient communication

3. Produce a communications benchmarking report

Optimizing

Communication

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AGENDAHere’s what we have planned for the day…

Brief overview of our benchmarking analysis

1. Recommendations

Communication analysis methodology

2. Data Collection and Synthesis

Insights from the most effective communication strategy

4. St. Patrick Center Case Study

Overview of our benchmarking analysis

3. Benchmarking Report

Summary and questions

5. Discussion

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IMPROVE INTERNAL COMMUNICATION

REVAMP SOCIAL MEDIA STRATEGY

TRACK COMMUNICATION EFFECTIVENESS

DEVELOP KEY-STAKEHOLDER MARKETING STRATEGIES

Recommendations

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Key QuestionsIn considering client deliverables, certain key questions must be answered

V a r y i n g C o m m u n i c a t i o n

How do different organizations

communicate?

B e s t P r a c t i c e

Which Catholic Charities practice

the most effective

communication policies?

M e a s u r i n g S u c c e s s

How do we measure a successful

communication plan?

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Data Collection

I n t e rn a l

C o m m u n i c a t i o n

Ex t e rn a l

C o m m u n i c a t i o n

SURVEY STRATEGY

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External CommunicationWhat did we survey?

S o c i a l M e d i a N e w s l e t t e r A n n u a l R e p o r tE m a i l M a r k e t i n g

O f f i c i a l W e b s i t e L o c a l M e d i aI n - P e r s o n E n g a g e m e n t

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Internal Communication

N e w s l e t t e rE m a i l I n - P e r s o n E n g a g e m e n tP h o n e C a l l

What did we survey?

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Provides quantitative measurement for comparing the usage and

effectiveness of communication channels among the Catholic Charities

SCORING SYSTEM

SCORING CRITERIA

Primary Focus: Internal and external communication

Methodology: Points are awarded for number of

communication channels and measurements

Point Weight: Assigned based on importance or effectiveness

of communication channel or measurement according to

survey

Data SynthesisHow do we measure communication?

Scoring System

Segments PointsStrategyType

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Data AnalysisBest, median, and least effective communication strategies of all 25 Catholic Charities surveyed

Website traffic represents one of the

most direct and informative methods

of external communication

Website

Extremely effective in raising

organizational awareness to public

Social Media

Efficient internal communication

increases operational performance

Internal Communication

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13Catholic Charities in St. Louis Federation

Google, Facebook, and twitter analyticsClick-through rate | response rate | followers

Track Online Key Performance Indicators (KPIs) Adopt Online Analytical tools

Recommendations

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St. Patrick Center Case StudyWhy did St. Patrick Center score higher than other Catholic

Charities?

T r a c k s W e b - T r a f f i c

Tracks social media and website KPIs

M e a s u r e s I n t e r n a l

C o m m u n i c a t i o n

Internal communication employee

surveys

C o m p r e h e n s i v e S t r a t e g y

Most channels of

communication

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C o n d u c t E m p l o y e e S u r v e y s

Improving

Internal Communication

Better know employees’ demands and needs and

measure the operational effectiveness

Implement a more dynamic and effective

communication platform – free for non-profits – so

employees can stay informed everywhere at any time

A d o p t S l a c k A p p l i c a t i o n

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C a r o l J o h a n e k

T here are two essential components to

successful external communication. One,

the organization’s value proposition must

resonate with the target audience. And

two, how you communicate combined

with where you communicate.”B r a n d S t r a t e g i s t C o n s u l t a n t

Effective External CommunicationWe spoke with a brand strategist and Olin marketing professor Carol Johanek

A r e a s o f E x p e r t i s e

A d v e r t i s i n g | C o n s u m e r B e h a v i o r a n d D e c i s i o n M a k i n g | M a r k e t i n g M a n a g e m e n t a n d S t r a t e g y | M a r k e t i n g R e s e a r c h

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Social Media Leverag ing the best strategies

Understand Communication Target

Tailor Social MediaStrategy

Key-Stakeholders The Public Clients Employees

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Implement slack, employee surveys, and build Catholic

Charities social media community

Tailor social media platform portfolio to target demographic

St. Patrick Center serves as a great example of effectively

tracking communication on social media, website, and

internally

Conduct donor surveys

T hank You!

IMPROVE INTERNAL COMMUNICATION

REVAMP SOCIAL MEDIA STRATEGY

TRACK COMMUNICATION EFFECTIVENESS

DEVELOP KEY-STAKEHOLDER MARKETING STRATEGIES

Recommendations

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A P P E N D I X

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T imeline and Implementation

S l a c k I m p l e m e n t a t i o n

P r o c e s s

M a y

B u i l d i n t e r n a l

E m p l o y e e S u r v e y

J u n e

K e y - S t a k e h o l d e r

M a r k e t i n g S t r a t e g i e s

J u n e

R e v a m p S o c i a l

M e d i a S t r a t e g y

J u l y - A u g u s t

T r a c k C o m m u n i c a t i o n

E f f e c t i v e n e s s

S e p t e m b e r

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Slack Tutorial https://www.youtube.com/watch?v=Ivn5jfKE_5M

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T ailoring Social Media Strategy

Targeted

Audienc

e

Strengths of different social media platforms

Instagram twitter Facebook LinkedIn

LinkedIn’s audience is

well-educated and

often comes from

higher income

households, according

to Pew Research.

Instagram is quickly

growing in popularity

among teens and

young adults, so think

about how to cultivate

your Millennial

audience.

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Social Media Strategy Resources

Harness the full potential of social media marketing

https://www.salsalabs.com/blog/nonprofit-social-media-marketing

https://www.classy.org/blog/social-media-success-nonprofits/

Learn from the bestHave communications director follow some of the top ranked non-profits on social media

to see how they market effectively

https://topnonprofits.com/lists/top-nonprofits-on-social-media/

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Sample Key-Stakeholder

Survey Questions

1. What was the primary reason for donating to catholic charities

2. How would you differentiate catholic charities from other similar charities

3. Where do you most often hear information about non-profit agencies

4. What's most important to you in a charity that you would donate to

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Carol Johanek Audio Conversation

*insert audio clip here*

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Instagram Marketing example 1

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Benchmarking Report

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Benchmark Report

Internal Communication (20%): Measures internal communication via in-person, phone calls, email, newsletter.

Social Media (14%): The most common external communication method, indicating usage of Facebook, LinkedIn, Instagram,

etc. and is used to target donors, the public, the clients, and employees, etc.

Website (13%): The second common external communication method, where measurement includes traffic as number of

visitors, time spent for each visitor, bounce rate, and click-through-rate, etc.

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Benchmark Report

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Scoring System

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Benchmark Report

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Benchmark Report

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Benchmark Report

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Benchmark Report

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Benchmark Report

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Point System

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Data Synthesis

Scoring System

● To compare the usage and effectiveness of communication channels among the Catholic Charities Federations

Criteria:

1. Internal + External Communication with a total of 100 points2. Point weight: Based on the importance or effectiveness according to survey

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Survey Questions

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Survey

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Catholic Charities Benchmarking Report

Prepared by Olin Taylor Community Consulting Team:

Abigail MacDonald, Claire Xu, Yiran Zhi,

Yarong Xu, Chuyi Zhang, Luke Wasynczuk

Olin Business School at

Washington University in St. Louis

Spring 2018

Page 59: T aylor Community Consulting - Catholic Charities …...MEET OUR T EAM 2 Washington University in St. Louis Catholic Charities Archdiocese of St. Louis Taylor Community Consulting

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Table of Contents Introduction ................................................................................................................................................ 2

Introduction to Survey Scoring System ................................................................................................... 2

Recommendations for Catholic Charities of St. Louis Communications Strategy .............................. 4

Improve Internal Communication ............................................................................................................ 4

Revamp Social Media Strategies .............................................................................................................. 5

Track Communication Effectiveness ....................................................................................................... 5

Develop Key Stakeholder Marketing Strategies ....................................................................................... 5

Recommendations for a More Cohesive Communication Strategy for all Catholic Charities ........... 6

Data Analysis Benchmark ........................................................................................................................ 6

Recommendations for most Catholic Charity Organizations ................................................................... 7

Internal Communication .......................................................................................................................... 7

Website Improvement ..................................................................................................................... 8

Social Media ................................................................................................................................... 9

Communications Benchmarking Report for Catholic Charities of St. Louis ..................................... 10

Recommended Communications Benchmarking Methodology for the Future ................................. 12

Create a More In-depth Analysis ........................................................................................................... 12

Analytics and KPI Recommendations .................................................................................................. 12

Thank you:

We would like to express much thanks to our partner agency, Catholic Charities of St. Louis, and

our client lead Gayle Shank for allowing us to be a part of this exciting project. Gayle and her

colleagues in St. Louis and across the country were extremely helpful in this data collection and

analysis process.

We would also like to thank Beth Doores, Mark Soczek and everyone who helps with the Taylor

Community Consulting Program for all their guidance and support throughout this process.

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Catholic Charities Communications Benchmarking Report Spring 2018

In the spring of 2018, Catholic Charities of St. Louis engaged with the Taylor

Community Consulting Program (TCCP) at the Olin Business School at Washington University

in St. Louis. For 8 weeks, a group of 6 graduate and undergraduate students at Olin worked with

Catholic Charities of St. Louis to assess and develop a strategy for internal and external

communication plans. The following are the results of the engagement.

The TCCP team created a survey which was sent to 35 Catholic Charity organizations

across the U.S. We received 25 responses to the survey and below is our assessment and

recommendations for communications strategies based on the responses to the survey.

Introduction to Survey Scoring System

Based on the results of our survey, a scoring system was created to compare the usage

and effectiveness of the communication channels used among all the participated Catholic

Charities, so we could better understand the communication strategy that each organization is

using at this time. Additionally, we determined what method of communication they consider to

be the most effective to develop the benchmark in the area.

Based on our survey, there are two types of the communication that we focus on. The

first is internal and the second is external communication. Internal communication accounts for

20 points whereas external communication accounts for 80 points; making the total possible

points an organization can receive 100 points. For each type of communication, there are

different platforms and measurements, and points are assigned for each of them. The criteria that

we used to assign point weights is based on the initial survey results, which means that points are

allocated based on how important and effective participating catholic charity organizations

believe each item is.

For example, email is considered as the most effective platform for internal

communication, thus it has the highest score (8) among all the 4 internal communication

platforms. Because most of the participants do not measure their internal communication and

those who do have varying measurements of internal communication, whichever organizations

have a measure for internal communication scores 10 points, no matter what measure that

measurement may be.

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Below is the scoring system described above:

Internal Communication

Points

Internal Communication Communication Channel Email 5

In-Person Meeting 2

Employee Survey 2

Newsletter 1

Measure Measure? 10

Total Points 20

External Communication

Social Media Social Media Platform Facebook 3

Twitter 2

Instagram 1

KPI of social media Followers 2

Like/Comment/Share 1

Click through rate 1

Impression 1

Tools Analytics Tools? 3

Total Points 14

Email Platform Email Platform? 5

KPI of email marketing Open rate 3

Click through rate 2

Response rate 1

Total Points 11

Newsletter Distribution of newsletter electronic 2

paper 1

both 3

KPI of Newsletter Open rate 3

Response rate 1

Click through rate 1

Frequency of newsletter weekly 3

monthly 2

quarterly 2

not scheduled 1

Total Points 11

Annual Report Distribution of annual report eletronic 2

paper 1

both 3

Measure Measure? 5

Total Points 8

Website Website Analytics Tools Google Analytics 5

Word Analytics 3

KPI of website Traffic 2

Time spent 1

Call to action 1

Bounce rate 1

Total Points 13

Local Media Distribution of local media News release 2

Pitches 1

Purchasing paid media 1

Local media platforms Print earned 2

TV earned 1

Radio earned 1

Measure Measure? 3

Total Points 11

Other In-Person Engagement Measure? 3

Nomination Apply or seek? 4

Crisis Communication Plan? Have? 5

Total External Communication 80

Total Communication 100

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Recommendations for Catholic Charities of St. Louis Communications Strategy

Upon reviewing the results of the survey, it was found that the St. Patrick Center had the

highest score of any organization that completed the survey. St. Patrick Center is a good model

for the St. Louis Catholic Charity organizations to look towards as a goal. The St. Patrick Center

received all the points for internal communication, website, email, annual report, local media, in-

person, and community awards. They also scored very high in social media. What made them

stick out from other organizations is the fact that they track their web-traffic. The St. Patrick

Center used analytics tools to track their social medial and website key performance indicators

(KPIs). Additionally, they utilize almost all channels of communication. Finally, the St. Patrick

Center measures their internal communications with employee surveys. All of these things help

the St. Patrick Center to have a fairly comprehensive internal and external communication

strategy.

It is recommended that Catholic Charities of St. Louis consider the following four

recommendations for improving the communications strategy for each organization and across

the federation: improve internal communications, revamp social media, track communication

effectiveness, and develop key stakeholder marketing strategies. Below each strategy is outlined

in more detail.

Improve Internal Communications

Ways that Catholic Charities of St. Louis and its federation members can improve

internal communication are to:

1. Conduct employee surveys: find out what modes of communication are working for each

organization

2. Adopt an internal communication application: a good alternative to strictly email

communication within each organization and across the Catholic Charities of St. Louis

Federation is an application called Slack.

• Slack: a communication platform that connects users with others in their

organization quickly and in one location.

• Slack uses channels for people to work collaboratively with teams, the entire

organization, or in the case of Catholic Charities across the federation. A new

channel can be created for each project or group that is necessary and others who

are not invited to that group cannot see the communication. It is like having

multiple group texts in a phone, but all located in one place and created

specifically for businesses to share information with colleagues and work on

projects.

• Slack has three pricing options for small to medium sized companies.

• Free

• Standard: $6.67 per active user, per month, billed annually. $8

billed monthly

• Plus: $12.50 per active user, per month, billed annually. $15 billed

monthly

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• Slack for Nonprofits has additional services offered to

organizations of differing sizes for free or a reduced rate if

organizations apply. This may be useful for Catholic Charities of

St. Louis. Information for that can be found at

https://get.slack.help/hc/en-us/articles/204368833

Introducing an application like Slack, will help organizations to have better internal

communications and to begin tracking communication effectiveness more often.

Revamp Social Media Strategies

Social media is becoming an increasingly important part of communication and

marketing strategies for all organizations. Catholic Charities of St. Louis can utilize social media

in a more effective way. Identifying the target market for each form of social media is important,

this makes sure that the messages being put out by the organization are tailored for the right

people. Our research found that Facebook, Twitter, and LinkedIn are the most popular social

media platforms that non-profits use. Research should be done as to what social media networks

are most effective for engaging those target populations so that energy can be spent in the most

effective forms of social media. Determine what the KPIs for each social media network will be

for your organization and use those as benchmarks for success in social media.

Track Communication Effectiveness

Catholic Charities of St. Louis and the federation organizations could improve web-based

communications through tracking the KPIs for each site. These KPIs should be determined by

the organizations internally, based on their target populations and overarching strategy around

web-based communication; some examples of important KPIs are:

• Click-through rates

• Response rates

• Number of followers

• Shares

• Website traffic

To track those KPIs it is recommended that organizations adopt online analytics tools such as

google analytics, WordPress analytics, Facebook analytics and twitter analytics. We realize this

may not be a feasible option for some smaller organizations that do not have budgets for these

types of tools, but those organizations can still benefit from creating KPIs and watching them

across their web-based communication channels.

Develop Key Stakeholder Marketing Strategies

For non-profit organizations it is important to know who key stakeholders are and why

they provide their time, treasure, and talent to a particular organization. It is recommended that

Catholic Charities of St. Louis utilize these key stakeholders for marketing purposes. This can be

done by requesting a short phone call or meeting with them to discuss why they support Catholic

Charities of St. Louis or even the specific federation organization they are involved in. This can

give new insights as to why people get involved with the organization and marketing to future

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key stakeholders can be built around the insights gained from those meetings/calls.

Recommendations for a More Cohesive Communication Strategy for all Catholic Charities

To better understand the data we collected and how each agency is doing in terms of their

communication strategy, we have made a benchmark report to compare the communication

performance under each segment.

Data Analysis Benchmark

Based on the scoring system, we picked the agencies that are scored the highest, the

median, and the lowest in total so that we could easily see what factors drive the success of

communication strategy. The three agencies that represent the three segments are St. Patrick

Center, Catholic Charities West Virginia, and Vermont Catholic Charities, Inc., and the scores

are 89, 67, and 14, respectively. Catholic Charities of St. Louis is listed in the table as well as a

comparison.

In the table above, color green represents the highest score for each component, and red

represents the lowest.

In the comparison of the three organizations above we can easily see that St. Patrick

Center is scores highest for a couple of reasons. First, it has a comprehensive communication

strategy. St. Patrick not only implements almost all the communication methods but also

measures most of them, which is very positive way in contribution to effective communication

strategy. Second, one obvious advantage that St. Patrick has is a much better performance in the

website and social media components. Taking a deep looking at the reason, we found out that St.

Patrick has a thorough tracking system in their website visits, including traffic (number of

visitors), time spent on page, call to-action response rate (donate, sign up, etc.), and bounce rate.

St. Patrick also measures its social media platforms use by tracking followers,

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likes/comments/shares, click through rate, and impressions/reach. Third, St. Patrick Center has

the best performance in internal communication methods. It not only has different methods to

communicate internally based on the needs but also measures these methods to make sure that

they work effectively.

Recommendations for most Catholic Charity Organizations

Therefore, based on our analysis on all agencies that completed the survey comparing

them vertically, we consider three components that are essential to Catholic Charities agencies in

general - internal communication, social media, and website. We believe that efficient internal

communication increases operational performance and benefits from inside the organization to

the public. In nowadays, social media is the most commonly used communication methods not

only by young people but also the general public. It is extremely effective in raising organization

awareness to the public and in engaging more people to the organization. As for the website,

official website is the first thing that people will go to learn about the organization. It represents

one of the most direct and informative methods of external communication. Most of these

recommendations are similar to the recommendations for St. Louis Catholic Charities. We will

make recommendations based on these three components in the following section.

Internal Communication

For internal communication, we believe that measurements play the most role. However,

as shown in the chart below, out of 25 agencies, only 9 of them have measurements towards

internal communication. Not only various ways of communicating but also choosing the most

efficient one is the key to success.

Some of the agencies have an

Intranet to share information and

tools to the employees. We believe

that it is a good idea to develop

adopt an internal communication

system such as Slack to give

everyone a shared workspace

where conversations are organized

and accessible. This can help

streamline the workflow and

employees can stay informed

everywhere at any time. As mentioned above, Slack offers workspaces with 250 or fewer

members a free upgrade in the standard plan, and an 85% discount for workspaces above that

size. This free service for small-sized workspaces would be beneficial to the agencies.

For those 16 agencies that do not develop a system to track the performance of internal

communication, they can track the open rate, response rate of emails by using email marketing

platforms and they can also conduct an employee survey and utilize that to measure the

operational effectiveness and satisfaction rate of employees.

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Website Improvement

For external communication, website is one of the important roles that influences the

effectiveness of communication to the public. The average score for website communication

performance is 7.44. We believe that the agencies that score below 7 should improve their

website communication. As shown below, 8 agencies score below 7 and 5 of them even have 0

points in this section. The primary reason is that these agencies do not measure KPI for their

website. Some of them have Google Analytics but do not utilize the tool to track performance.

The graph below shows the main metrics that other agencies track and traffic, time spent

on the webpage, call-to-action and bounce rate are the most frequent indicators. Therefore, for

those who score below 7, we recommend that they establish a Google Analytics account and

track the performance including the metrics mentioned above.

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Social Media

Among all the agencies, 4 of them have a score that is lower than 10. Even though all of the

agencies use social media to some extent, not all of them use effectively.

These 4 agencies do not use the platform-based analytical tools such as Facebook Analytics and

Twitter Analytics. Since they have already developed an official account to share news and

information to the public and stakeholders, we recommend that they should use the analytical

tools to assess whether their post is effective in terms of how widely spread and how responsive.

For those who have already scored high in the range of 10 to 13, they can track more KPI

and open more accounts in different platforms so that different segments of people can be

reached

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Communications Benchmarking Report for Catholic Charities of St. Louis

Based on the scoring system, we used a business intelligence interface called tableau to

visualize the finding. Below are the KPI score and analytical tools score comparison of agencies

within the Catholic charities of St. Louis federation.

To the right is the KPI score for each

agency within the federation. It’s

obvious that St. Patrick Center did well

in their KPI score. They use many

measurements to keep track of the

effectiveness of their communication,

such as email and newsletter click

through rate, response rate, and website

bounce rate. By improving their KPI

score, each agency could get more

useful feedback on their communication

strategy thus make communications

more effective. We strongly recommend

all agencies adopt more measurement on

their social media, email, newsletter,

and website tracking.

To the left is the analytical tools score comparisons. If

an organization uses analytical tools such as google

analytics and WordPress analytics, they received

points. St. Patrick Center also did well in this area.

Using analytical tools is a very effective way to analyze

data and extract actionable relevant information that

you can use to increase results or performance. We also

suggest each agency use more analytics tool for better

decision making.

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Below are comparisons of the Catholic Charities of St. Louis federation as a group to the

other top five agencies. The first one is Catholic Charity of St. Louis federation’s average KPI

score compare to other agencies, and the second one is the analytical tools score comparison.

The Catholic Charity of St. Louis federation did moderately well when compared to the

other top organizations. There are still room to improve, so we firmly believe acquiring more

analytical tools and measurement could efficiently help the federation to improve

communication strategy.

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Recommend Communications Benchmarking Methodology for the Future

Create a More In-depth Analysis

In this scoring system, we measure whether the agency uses the platform and whether

they track KPI. For example, if they use Google Analytics for the website, they score 5 points.

Therefore, this analysis does not consider quality or success of communications content, it

merely tracks if a communication strategy is deployed. With the constraints of this project

timeline and access limitation to data, we are unable to quantify the effectiveness in terms of the

actual communication performance for each channel at this time.

We recommend that in the future, to benchmark the performance of individual

organizations with other agencies, specific metrics should be taken into consideration such as the

month to month increase rate of number of people reached for each channel. For the

recommended analytical tools or KPI mentioned below, the incremental measure would be an

effective indicator for the communication efforts. In this way, by comparing actual KPI

performance and the increase rate for communication channel efforts, it would produce more

accurate data to figure out specifically which part has better performance and which part still

needs improvement.

Analytics and KPI Recommendations

Below is an outline of how analytics tools and KPIs can be used for benchmarking.

Internal Communication: there is no universal measure for internal communication due to the

difference of structure across all of the Catholic Charity organizations, it is recommended that

each of them uses the measure that is the most suitable for the organization (e.g. annual

employee evaluation, open rates of email etc.). It should be measured on a quarterly basis.

External Communication

• Social Media: it is recommended that Facebook Analytics is used to track the number of

followers, the number of likes/comments/shares, click-through rate and impressions on a

weekly basis, thus each of the agency would have an idea of their level of engagement.

• Email: it is recommended to use Mailchimp and Constant Contact to track the open rate,

click-through rate and response rates on weekly basis.

• Newsletter: it is recommended to distribute newsletters both electronically and via paper

on a weekly, monthly or regular basis according to the strategies of each specific

organization, and each agency is recommended to track open rate, response rate and

click-through rate.

• Annual Report: it is recommended to distribute both electronically and via paper at the

end of each year/beginning of the next year. Each agency should track the response rate.

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• Website: it is recommended that Google Analytics is used to track the traffic on the

website, time spent on the website, call to action response rate, and bounce rate on a

weekly basis.

• Local Media: it is recommended to distribute local media via news releases, pitches and

purchasing paid media. It is also recommended to use earned media in all forms (print,

TV, radio). Traditional publicity mentions are very important. Call to action response rate

should be measured on a monthly basis.

• In-Person Engagement: each agency should find a measure for in-person engagement that

is the most suitable for the organization (e.g. volunteer acquisition, conversion rate etc.).

It should be measured on a monthly basis.

• Apply or Seek Nomination of Community Awards/Recognition: each agency is

recommended to apply or seek nomination for community or other external awards by

recognizing volunteers or staff for the organization on a yearly basis.

• Crisis Communication Plan: each agency is recommended to have a comprehensive crisis

communication plan.


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