Case study: Monitoring the CALP Network’s traction and news
25/06/2024
The CALP Network was seeking to hire a consultant to research, develop, and implement systems that CALP staff could use to monitor and track the organisation’s online presence, publication citations, online mentions, and backlinks, as well as developments related to its niche – humanitarian Cash and Voucher Assistance (CVA).
The aim was to capture insight that helps CALP to ensure high relevance and impact from its work.
The process Slavina Marketing followed for the monitoring systems sourcing and roll-out
Needs assessment and objectives
At the start of the project, I captured information about organisational and staff needs related to the monitoring systems (linking the systems to overarching organisational, functional and individual goals and challenges) – via questionnaires, interviews and user stories from CALP’s team.
After the needs assessment, I worked with relevant functional leads to set and prioritise specific detailed objectives and key results (OKRs) for tracking in each area.
Feedback from an OKR setting and prioritisation workshop I ran:
“This is great. Thank you for this workshop.”
”Thank you so much. I’ve loved this call.”
Summary of needs assessment and an objectives template
Gap analysis
I then reviewed the usage of CALP’s existing tools (x10), ways they could be maximised and assessed where there were gaps that these tools couldn’t fulfil.
Scope out new tools
In the next stage, I scoped out new tools for CALP to procure in order to fully meet the tracking OKRs. This involved:
- Research
- Outreach to nine suppliers
- Testing of six new tools
- An outline of the extent to which each shortlisted tool met each OKR, with examples of what that looked like
- A high-level comparison and recommendations for three monitoring platforms and relevant packages
Initial configuration, guidelines & training
As one of the providers was offering configuration and training support (included in the package for CALP), I: - Helped configure and produce written guidelines for the use of the other tools.
- Delivered staff training for the latter
- Presented an overview of the monitoring systems and use cases for them
What CALP said
“Slavina did such a thorough job of both understanding our brief and understanding our needs. Her research around all of the relevant platforms was incredibly deep and covered every possible relevant pre-agreed criteria, including some of the ‘softer’ criteria such as environmental policies and customer service experience.”
“Definitely [would recommend Slavina Marketing’s services to others], she is diligent, thorough, conscientious and passionate.”
Jo-Anne Witcombe, Head of Communications and Digital Platforms, CALP Network
Find out more about Slavina.