Bertie
Bosrédon*
Bertie Bosrédon* @cafedumonde http://bertie.fr . b@bertie.fr */bow-ray-dom/
21 May 2015
Digital
Transformation
*
About me
!  BHF
!  Breast Cancer Care
!  Freelance since 2012
!  Strategies (fundraising, engagement…)
!  Governance
!  Health check
!  Skills audit
!  Technology signposting
!  Teaching, photos…
*Projects
! Age Concern Birmingham
! Age UK
! Amnesty International
! Army Cadet Force Association
! Asthma UK
! Bliss
! BOHS
! Bowel Cancer UK
! Brathay Trust
! Breast Cancer Care
! Cardinal Hume Centre
! Charity Retail Association
! CharityComms
! Children's Society
! Christian Aid
! Combat Stress
! Contact a Family
! Dementia UK
! Dignity in Dying
! Disaster Emergency Committee
! Dogs Trust
! Environmental Investigation Agency
! Feba
! Handicap International
! Handicap International UK
! Haemophilia Society
! Human Relief Foundation
! Institute of Corporate Responsibility
and Sustainability (ICRS)
! Institute of Food Science &
Technology
! International Nepal Fellowship
! International Tibet Network
! Jesuits in Britain
! League Against Cruel Sports
! Leasehold Advisory Service
! Lymphoma Association
! Macmillan Cancer Support
! Pancreatic Cancer UK
! Place2Be
! Quaker Social Action
! Reall (Real Equity for All)
! Refuge
! RNIB
! Royal College of Physicians
! Samaritans
! Samec Trust
! Scope
! Scripture Union
! Sightsavers
! Social Research Unit
! Sue Ryder
! Sustrans
! Sutherland Cranial College of
Osteopathy
! Team PB
! Thames Hospice
! The Fire Fighters Charity
! Tommy's
! TrainE-TraidE
! UK Council for Psychotherapy
! United Bible Societies
! Willow
! Winston Churchill Memorial Trust
! World Animal Protection
*Projects with a degree of digital transformation
! Age Concern Birmingham
! Age UK
! Amnesty International
! Army Cadet Force Association
! Asthma UK
! Bliss
! BOHS
! Bowel Cancer UK
! Brathay Trust
! Breast Cancer Care
! Cardinal Hume Centre
! Charity Retail Association
! CharityComms
! Children's Society
! Christian Aid
! Combat Stress
! Contact a Family
! Dementia UK
! Dignity in Dying
! Disaster Emergency Committee
! Dogs Trust
! Environmental Investigation
Agency
! Feba
! Handicap International
! Handicap International UK
! Haemophilia Society
! Human Relief Foundation
! Institute of Corporate
Responsibility and Sustainability
(ICRS)
! Institute of Food Science &
Technology
! International Nepal Fellowship
! International Tibet Network
! Jesuits in Britain
! League Against Cruel Sports
! Leasehold Advisory Service
! Lymphoma Association
! Macmillan Cancer Support
! Pancreatic Cancer UK
! Place2Be
! Quaker Social Action
! Reall (Real Equity for All)
! Refuge
! RNIB
! Royal College of Physicians
! Samaritans
! Samec Trust
! Scope
! Scripture Union
! Sightsavers
! Social Research Unit
! Sue Ryder
! Sustrans
! Sutherland Cranial College of
Osteopathy
! Team PB
! Thames Hospice
! The Fire Fighters Charity
! Tommy's
! TrainE-TraidE
! UK Council for Psychotherapy
! United Bible Societies
! Willow
! Winston Churchill Memorial Trust
! World Animal Protection
*
Context of digital transformation
! Digital strategy
! New website
! New digital product
! Digital transformation programme
*
Therapeutic Digital Interviews
!  Understand structure and production process
!  Improve production workflow
!  Get a sense of the digital culture
!  Increase understanding of digital opportunities
!  Examine collaboration between teams
!  Remove tensions and identify best practice
!  Analyse skills available and (basic) skills needed
!  Fill the gaps and reduce tedious tasks
!  List objectives
!  Identify common goals, conflicting objectives, KPIs
!  Compile challenges: technical and strategic
!  Improve systems and redefine the strategy
™
*
Limited'to'Comms'
and'Marke0ng'
staff
Not'seen'as'priority'
for'most'teams
It’s's0ll'an'
a:er'thought
We'are'behind:'no'
email'strategy.'Terrible'
online'fundraising
We'are'late'for'both'
digital'and'social
"Not'my'thing”'
aEtude'
We's0ll'focus'on'
print'and'have'zero'
digital'culture
Operate'more'
like'a'support'
func0on
Digital'is'now'seen'as'
integrated'and'
understood'by'all'
teams'
Lack'of'digital'
engagement'from'
Directors'is'slowing'
us'down
We’re'all'trying'
to'figure'it'out.'
Digital'
transforma0on'
planned'
Limited'to'social'
media'(mostly'
Facebook)'
A'Strategy'is'
more'important'
than'the'tools'
*
Existing skills
Federa&on)
Content'produc0on'
Web'marke0ng'
Ecommerce'
Project'management'
User'experience'
France)
Web'content'
Community'
Technical'
Belgium)
Web'content'
User'experience'
Technical'
'
USA)
Tes0ng'
User'journeys'
UK)
Web'content'
Social'Media'
Google'Analy0cs'
'
Germany)
Social'media'
Web'content'
Google'Analy0cs'
Online'fundraising'
Luxembourg)
Web'content'
Google'Analy0cs'
Web'design'
MailChimp'
Facebook''''''
Canada)
Email'marke0ng'
CMS'
Switzerland)
Online'fundraising'
eMarke0ng'
Facebook'adver0sing'
Google'Analy0cs''
Google'Grant'
'
Note:)Skills'are'based'on'the'responses'from'staff.'Skills'have'
not'been'assessed.'
*
Required skills
France)
Web'marke0ng'
Content'strategy'
Analy0cs'and'insight'
Belgium)
Online'fundraising'
Social'Media'
Video'
USA)
Analy0cs'
Data'management'
Advanced'tes0ng/insight'
UK)
Advanced'Google'Analy0cs'
Online'marke0ng'
CRM'
'
Germany)
Digital'opportuni0es'
Advanced'online'fundraising'
Online'marke0ng'
SEO'
Advanced'analy0cs'
Luxembourg)
Advanced'Google'Analy0cs'
Canada)
Google'adwords'
Switzerland)
Social'Media'
Digital'awareness'
Web'content'
Technical'
global DIGITAL
P R O J E C T
Global'Digital'Project'Introduc0on)
'
*
Steps
! Skills and technology survey
! Staff interviews
! Finding report
! Digital strategic framework
! Webinars and e-learning
G) O) S) P) E) L)
Gather'knowledge'
SetZup'Objec0ves'
Write'the'Strategy'
Opera0onal'Plans'
Evalua0on'criteria'
Launch'
G)
O)
S)
P)
E)
L)
UBS'6'steps'Digital'
Communica0ons'Strategy'
Framework'
1) Digital)Strategy' global DIGITAL
P R O J E C T
*
Team Current

engagement
Expected

engagement
Effort /
Challenges
SMT
""""" ##### ★★★★★
Fundraising
""""" ##### ★★★★★
Policy & Campaign
""""" ##### ★★★★★
Services
""""" ##### ★★★★★
Retail
""""" ##### ★★★★★
Support: IT
""""" ##### ★★★★★
Support: HR
""""" ##### ★★★★★
Support: Comms & Marketing
""""" ##### ★★★★★
Support: Finance
""""" ##### ★★★★★
*Stakeholder interviews summary
Team Strategic &
Importance
Work with
digital team
To improve
Stakeholder
Engagement!
!!!!!
!!!!!
$ Should be more pro-active
Individual Giving! !!!!!
!!!!!
% Shared targets. Delegate eFundraising to
Fundraising. One fundraising platform
Information! !!!!!
!!!!!
& To involve in website review. Find
innovative ways to work. Involve regions
Retail! !!!!!
!!!!!
& Identify opportunities
Events! !!!!!
!!!!!
% Develop an integrated e-comms
programme
Policy & Campaigns! !!!!!
!!!!!
$ Relation improving
Digital shouldn’t be limited to marketing
IT! !!!!!
!!!!!
$ Should explain roles and promote the
vision
Key partner for the framework
HR! !!!!!
!!!!!
$ Limited to recruitment
Key partner for the framework
Business dev! !!!!!
!!!!!
& Build a two way relationship
Finance! !!!!!
!!!!!
$ Currently limited to the intranet
More opportunities to identify
Marketing! !!!!!
!!!!!
$ More opportunities to work together,
especially around production
*Competencies framework: 

Digital Awareness
Area Digital Awareness
Steps Beginner Intermediate Advance
Skills Trends & tools Understand your
audience
Collaborative working
Knowledge
acquired
•  Digital first
•  Key trends
•  Communication tools
•  Tactics used at Scope
•  Our digital strategy
•  Working with us
•  Segmentation
•  User persona
•  User experience
•  The right message / ask
for the right audience
•  Examples of targeted
messages
•  Safeguarding
•  Establishing
requirements
•  Defining objectives
•  Preparing a brief
•  Technology,
•  Content and assets
•  Budget
•  Key principles of project
management
•  Engaging your team
Delivery Induction
Team meeting
FAQs
Webinars
Workshop
Project coaching
Workshop
One-to-one training
Stakeholders
*Competencies framework: 

Social Media
Activity Social media
Principles Consistent, inclusive, coherent, brave, agile, empowered
Skills Stage1
SM100
Listening
Stage 2
SM200
Engaging
Stage 3
SM300
Measuring
Stage 4
SM400
Recruiting
external
‘champions’
Stage 5
SM500
Planning a
campaign
Requirements
(tools & resources)
Guidelines,
platform/tools
training,
online training
module
Online training
module, tools,
software
Online
training
module,
tools,
software,
workshop
Online
training
module,
tools,
software,
guidelines
Workshop,
121 training,
case studies,
online training
module
*
Questions

Experience

Discussion
Bertie Bosrédon . b@bertie.fr
Skilling-up for transformation. Digital transformation conference, 21 May 2015
Skilling-up for transformation. Digital transformation conference, 21 May 2015

Skilling-up for transformation. Digital transformation conference, 21 May 2015