ushahidi toolbox - implementation
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Toolbox #2
Implementation
Why do the toolbox?
Checklist TOOLBOX 1- SELF ASSESSMENT TOOLBOX 2- IMPLEMENTATION TOOLBOX 3 - USING YOUR INFORMATION
✔
These tools are based upon the rich experiences of people and organizations that have used the Ushahidi instance. The following toolboxes are crucial to your success!
Toolbox #2 Implementation
This toolbox will help you implement your project using the Ushahidi/Crowdmap instance : • Review of your work from Toolbox #1 • Choosing the platform that will work best for your project (Ushahidi or Crowdmap) • Understanding and planning roles and responsibilities • Think about information inflows and outflows • Plan a verification process that will link directly to action • Create a marketing plan • Build a feedback loop • Plan for a volunteer team • Plan and implement training for your members and partners
Project Goal/Objec/ves/an/cipated impact ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Reasons for mapping ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Partnerships ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Informa/on/Communica/on ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Marke/ng Media Plan ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ Technology Assessment _______________________________________________________________________________________________________________ ________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________
The database will auto-‐generate the following:
I would like to make changes…
Let’s move on!
Before moving into toolbox 2, here is a review of your work from the assessment toolbox….
• Allows you to set up your own deployment of the Ushahidi Pla?orm without having to install it on your own web server
• Does not require installaCon • Fastest and simplest installaCon of the Ushahidi pla?orm. • Built to handle informaCon coming out of a crisis. • No need for a developer • Fewer plug-‐ins • Open data / unable to password protect
Learn more on the website
Which one will work best for you project?
TIPS: A technology developer (or tech savvy person) can install your Ushahidi instance and you or other team members can install Crowdmap. There is a very comprehensive Ushahidi User guide, that will help take you every step of the way.
Choosing the platform that will work best for your project
• A pla?orm for organizaCons with more tech experience. • Needs to be downloaded to your own server • A good fit for a project that has tech experience and
developer support. • Allows for customizaCon. • You can own the data
Check out the demo…..
TIPS: Community users believe that defining roles and responsibiliCes early in a Ushahidi project is very important to it’s success.
Let’s collaborate! STOP HERE and consider having a workshop with your partners and audience to agree upon
roles and responsibili@es for your project!!!
Planning roles and responsibilities for your project will depend on the size of your project. Choose the option that best fits your project:
LARGE
medium
small
Planning a country-‐wide project, one that involves many partners, or will be collecCng large amounts of informaCon
Crisis Mapping à HaiC, Libya ElecCon Monitoringà Kenya/Uganda
Planning a small audience outreach program to collect and share with a single, specific community
Unsung Peace Heroes/Building Bridges
Short-‐term deployment with one to three volunteers. Lower targets for volume and outreach.
I Vote Because -‐ hZp://ivotebecause.ca/
Understanding Roles/Responsibilities
Here are some example roles from other deployments:
1) To the right examples- ->
Example TOR’s Leadership Lessons Learned Roles in Crisis icon Roles in Election
Monitoring
Project Manager (PM) Responsible for keeping the coordinators up to date on the project, monitor acCviCes, and communicate what needs to be done for the project. Will organize meeCngs, dra_ agendas and reports.
Admin Coordinator Has direct access to the Ushahidi pla?orm and is responsible for overseeing the approval of reports. Selects a small team with access to this site. Will be responsible for idenCfying mistakes in reports.
Technology Coordinator O_en a technical advisor who is responsible for managing all technical problems. For example, will change categories, basemaps, & sms syncing programs Works with a PHP Developer and/or GIS expert. Not all projects require a PHP or GIS expert, especially if you are using Crowdmap.
Volunteer/Training Coordinator He/she will keep track of the volunteers and will coordinate the division of volunteers (ex, mappers, monitors and admins). Requires three different tasks: recruiCng, training and coordinaCng.
Media/Outreach Coordinator Responsible for the pla?orm messaging to the crowd/community and media and manages relaConships with journalists and general media in general. You may have two people on this team one for the community/crowd and another for the media/journalists. Works closely with the PM on the media/outreach strategy.
Emergency Response Coordinator For Crisis related Projects: Responsible with a team to constantly monitor and process reports to idenCfy emergencies and to provide informaCon to responders. Communicates closely with the project manager or core team.
This is not a complete list! Consider having a workshop with your partners and audience to agree upon roles and responsibili@es for your project!!!
Understanding Roles/Responsibilities (large project example)
Role (drop down box+ write in) Partners (drop down box+ write in) Responsibility (write in) Tasks or Specidic act (write in)-‐
Community users from other deployments recommend a leadership team. Who will be part of your leadership team?
Planning Roles and Responsibilities
Job TOR’s Partner Agreements (MOU, etc.)
Learn more… icon TOR job description
When responding to a crisis, you will likely need to plan, recruit volunteers, and build partnerships at the same @me. We recommend the following resources: -‐ The StandbyTaskForce-‐ hZp://blog.standbytaskforce.com/ -‐ The CrisisMappers Network www.crisismappers.net/ -‐ The Ushahidi Manual -‐ wiki.ushahidi.com
Planning Roles and Responsibilities Crises and Emergencies
One of the most appealing reasons to use Ushahidi/Crowdmap is the potenCal to improve communicaCon and informaCon flow between groups & to improve knowledge among communiCes and to help people make decisions. The next few slides will help you create the informaCon flows using Ushahidi/Crowdmap, but first think about how you will analyze and feedback informaCon: 1) How will you analyze your informaCon?
2) How will you feedback informaCon?
Planning Information & Communication Flows
Examples
Ushahidi or Crowdmap Pla?orm
The ‘crowd” or public community People who will freely send in information from an open community who are unknown to the program . For example; affected people during a crisis, citizens during an election. (need more examples here!)
A trusted or bounded community Individuals or Groups that are part of the community and also part of known set of reporters to the platform. For example: NGO workers reporting to a UN system, election monitors reporting into the system. Pre-identified trusted community members sending in human rights information, and even known first responders during a disaster.
Partners who will send & receive
informa@on
Other organizations/partners- Organization that are partners involved in the program. This can be the organization that represents a bounded community (ex. Election monitoring group, UN Cluster, consortium) They can also be organization that wish to received analyzed information as well. ( Media/Journalists)
Ushahidi/Crowdmap Platform- This is where information from the group above will come into and will also be the location where analyzed or processed information may come from. Within this platform there may be more people involved to process/analyze and present information back to the wider community. Remember that on major part of the platform is internet and web-based!
Planning Information & Communication Flows Examples of the parts and groups that will help make up your information system
Determining information flows in the Usahahidi instance
Ushahidi/Crowdmap Pla?orm
Ushahidi Map/Website categories layers reports staCsCcs
Partners who will send
informa@on
Other groups such as interna@onal media
Your thoughts?
EXAMPLES
UNDP/OCHA COLOMBIA HAITI CRISIS MAP LIBYA CRISIS MAP
Planning Information & Communication Flows
Incoming Information Feedback loops and return of information
(is it possible to do a drag/drop function here? Where they would drag a group/partner into a circle? ) Drag your partners/group into the shapes- (auto-generated from assessment)
Add more partners….
Drag the arrows to show where the information will enter
Planning Information & Communication Flows Create the information flow and system that will best fit your project
Here is a recap of your informaCon communicaCon strategy from the assessment toolbox
How do you plan to collect information the information you wish to map on the Ushahidi platform?
List the specific types of information that you will collect for your project:
make changes
Let’s move on!
Information / Communication
Face to Face Radio Other________________ Other________________
Email Call Center Voice Message Facebook
SMS Web TwiNer Smart phone apps
Informa/on How will it be collected?
(drop down or write in..)
XXX camp sms, phone
XXXX hospital sms, phone
CATEGORY
Camp LocaCons
Hospital (funcConing)
How will this informa/on be categorized?
Informa/on How will it be communicated out? (drop down or write in..)
Refugee camp locaCons in X region UN cluster map, SMS alert,
FuncConing hospitals in Y region UN Health map, Cluster meeCng
How will this informa/on be communicated out?
EXAMPLE: You are quickly setting up a crisis map. Your goal is to identify the location of refugee camps to share who/what/where maps and share information about hospitals/ and clinics at UN Cluster meetings so organizations can plan shelter and health services.
The information for the UN meeting will be maps with refugee locations and functioning hospital locations
Categories you can create are “Camp Locations” and “Hospitals (functioning)”
Now think about how this information will feasibly be collected. a) crowd information b) NGO individuals reporting into the system.
1
2
3
1 2 3
Information & Categories Before creating / choosing categories, first understand how you will use the information
Add information types to the diagram that you just created
Have you completed the feedback loop? More /ps…..
(is it possible to do a drag/drop function here? Where they would drag a group/partner into a circle? ) Drag your information types next to the red and green arrows above (auto-generated from assessment)
.
Schema@c diagram from Slide 11 inserted here.
Informa/on OUT (drop down?)
Auto inserted from slide 13
As above
Informa/on IN (drop down)
Auto inserted from slide 13
As above
Adding Information & Feedback Loops
Action & Response
Here are some ways that deployments have verified information: • You have the information from multiple reliable sources • You have two or more text messages from different phone numbers about the same incident. • Someone on your team has spoken with the person on the ground to get more detailed information about the report. • On of the providers of information is a partner or part of your “trusted network”
What is a trusted network?
Twitter challenges
Example verifications icon The Guide to
verification
What will be the rules to verify a report? (enter text here) If you have large numbers of reports coming in all at once, how will you prioriCze which ones to verify quickly? How will you train your teams on how to verify? (enter text here) TIPS: If there is any doubt about a report, a good first step would be to mark the report as unverified, until you have the opportunity to investigate further.
Verifying Information One of the challenges of using a crowdsourcing tool is verification. When information enters the Ushahidi/
Crowdmap platforms you or your team will need to verify and confirm reports.
TIPS: How large is the area that you will place information on the map? (country, region, city, community)?
Consideration #1: What is the scope or size of your project. Do you plan to collect information for an entire country, a city, or just a community?
Consideration #2: Is there a map that exists of the areas that you are interested in? Some maps services may not have the area mapped. You should always check. If it does not exist? What are the next steps? What are your options? Ushahidi has 4 available providers, if you have a developer you can have them add another map to better fit your needs. The only customizable map is OpenStreetMap (OSM) Check out the following map providers here:
I can’t find a map for my project ….. Visual Earth
Choosing the Right Map When using Ushahidi or Crowdmap your verified reports will be placed on a map.
You will need to choose a map that best fits the needs of your project.
If your project involved receiving messages from the “crowd” or the open community, it is very important that you have a clear message and strategy about what type of information you would like people to send in, and for what purpose you will be using the information.
Here are some things to think about: HOW DO PEOPLE ALREADY BROADCAST INFORMATION TO ONE ANOTHER? Think about the ways that people communicate with one another about informaCon. If the community that you want to send in message watches television, reads the newspaper, or listen to the radio, this may be a very effecCve way to inform people of your project and why you want them to send you informaCon. KEEP IT SIMPLE Don’t forget about face to face communicaCons! Think about how people can spread the word in local meeCngs, through community leaders, and other basic communicaCon pathways. TRUST If you are asking people to provide sensiCve informaCon how can you create trust so that they will feel safe and comfortable to provide informaCon? Who will help you achieve this? (community leaders, etc) and how long will it take? TIMELINE Think carefully about the Cme it will take to launch your campaign. If you are planning on using different media plan for Cme to contact radio staCons, money for prinCng fliers, and more Cme to build relaConships and trust with community leaders who may promote your project. SMS USE The presence of mobile networks does not always mean that people will easily and freely SMS text. If you expect most of your informaCon to come by SMS , invesCgate whether or not people are literate, feel comfortable texCng, etc. COST Although using more media channels increase your campaign, it will likely also increase the cost of your project. One inexpensive and very effecCve way is to use community leaders and community organizaCons but this requires Cme and trust-‐ which you may not always have especially during an emergency or crisis.
TIPS: Many users believe in the importance of advance outreach via media coverage, adverCsing, workshops & demonstraCons.
Messaging / Campaign How will people find out about your initiative?
The specific words that you use in your campaign message will not only determine the type of messages you received, but will also influence the expectations of the users or “crowd”. Here are some examples of successes and challenges.
Needs Accurate Content here!
This message generated thousand of messages, but one of the challenges was the large number of needs. In addiCon many people believed that if they texted in their need, that there would always be a response.
This web banner was one of many message that Building Bridges use to have people map peace iniCaCves around the world.
Needs content here for snowmageddon
MORE EXAMPLES
The Message What will you actually say?
HERE ARE SOME THINGS TO THINK ABOUT • If you decide not to respond, then it is extremely important that you make this clear to your audience to ensure that there are no expectaCons around the project or that there is no informaCon gathering system that you cannot or are not set up to meet.
• How will you ensure that there are not expectaCons around the project or informaCon gathering system that you cannot or are not set up to meet?
• Do you have a communicaCon plan when you are unable to fulfill the promise of response that you messaged out in the past?
• How will you return the informaCon to the community/local district/those who provided so that they can use it for decision making or program intervenCon?
HERE ARE SOME EXAMPES OF USER EXPERIENCES (please help with content here!!!)
TIPS: There are different ways to manage expectations, like conducting local media campaigns, or sending automatic responses to messages saying "thank you for message, now the message will be processed", and so on. (Anahi)
Managing the Expectations of your Partners & Audience When using the Ushahidi/Crowdmap platform, people often expect a response
How will people find out about your initiative? What communication pathways will you use?
TIPS: If you have Cme, we recommend that you touch base with your partners and users to see how they will interpret your message.
Write down some sample messages that you will you for your campaign
How will you manage expectation from communities and the crowd?
Messaging / Campaign How will people find out about your initiative?
Volunteers / Data Handling Team The human resources needed to run the platform
To be completed soon. Please add ideas here!
Training
THANK YOU FOR COMPLETING TOOLBOX #2!
Please save this file and add your name to the title, then return it to support@ushahidi.com or wiki.ushahidi.com
You will receive a report from Toolbox #2 to use in your project.
In your email please send comments on how you would like this tool improved or changed!
Thank you for being a very important part of Ushahidi’s User community!
Appendix
Local AssociaCons
Local Responders-‐ police, redes social Agencies/Intl Orgs-‐ PDP, defenseria, NGO, UN
Key node(s) -‐ Trusted by community -‐ Trusted by the system Community
Individual(s) Pla?orm SIHCE SIDCE
Key Components -‐ Fact -‐ Request -‐ DocumentaCon -‐ Proof of Support
PlaYorm Administrators -‐ Informa@on management -‐ Maintain flow of informa@on from nodes to commiNee -‐ technical knowledge to maintain plaWorm infrastructure
Government -‐ Governor -‐ Secretariats -‐ Advisors
Public Advocacy RecommendaCons
Rapid response CommiZee -‐ validate/monitor/and analyze informaCon -‐ local organizaCons rapidly respond -‐ Coordinate & collecCvely present informaCon to government -‐ key representaCve of organizaCons
-‐
CollecCve Report
Policy
Monitoring
Individual Agency Recommenda/ons
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