the transformative power of statistical analysis and marketing

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「アメリカ大使館情報資料担当官に聞く!―図書館を変える統計分析とブランド構築」 A presentation given on Nov. 6th, 2014 at the 16th Library Fair and Forum. トレンド分析の専門家としてニュージャージー州立図書館に勤務した経験を持つバトゥナ­ガー氏に、図書館運営における統計分析とマーケティングの重要性についてお話しいただ­く。 政府が発表する年間統計や図書館が独自にまとめるローカルな統計を複合的に分析するこ­とで、ROIを正確に把握できるだけでなく、多角的な評価基準を設け、予算申請の際の­判断材料にしたり、利用者のニーズにより合致したサービスを展開できるなど、将来のア­クションを決定するうえで重要なデータを入手することができる。 また、予算が縮小の一­途をたどり図書館の存在自体が危ぶまれる今、サービスを提供するだけでは不十分で、図­書館の存在意義を市民に理解してもらう必要がある。氏には「図書館ブランド」の構築か­らそのマーケティングまでの道筋を事例を通してご説明いただく。※逐次通訳あり。 発表者: 講師 (Speaker):Alka Bhatnagar(米国大使館 広報文化交流部 情報資料担当官)

TRANSCRIPT

The Transformative Power of

Statistical Analysis and Marketing in

Libraries

Presenter:

Alka Bhatnagar Regional Information Resource Officer

U.S. Embassy, Tokyo

BhatnagarAB@state.gov

Overview

• Data collection

• Mining and deriving the “meaning”

• Analysis and trends

• Library challenges & Finding the opportunity

• Marketing the opportunity. Turning marketing “Inside Out”

• Transforming Lives. Job Search most compelling. ALA Presidential Initiative: “Libraries Change Lives: Promise of Libraries”

2

Why Gather Statistics

• Numbers driven environment.

• Fact based reporting & analysis: no anecdotal statements! Substantiate story.

• Show Value & ROI

• Strengthen case to request funding

• Marketing & Advocacy

• Develop meaningful strategy matching trends

• Comply with standards

• Benchmarking 3

Data Analytics is Future!…Nov. 21, 2013

4

What should be measured?

Key Performance Indicators (KPIs) based on:

• Resources allocated especially funding

• People

Customers

Staff

• Products

• Services

• Place

5

KPIs co-related with….

• Operating income received : federal, state, municipal

• Expenses by category : materials, personnel

• Circulation by category and per capita

• Staffing patterns

• Library services : programs, attendance, usage, services to non-English speaking populations, to job-seekers

Calculating different ratios will determine value and ROI, and develop strategic future plans

6

Date Year Statistical Year 2013 contd…

Statistical Comparison 1990-2013

2013 Data Spreadsheet (Circulation)

IMLS’s Data Collection & Analysis

13

Benchmarking Nationally

14

Benchmarking!

15

PL Stars by State

16

Bhatnagar, Alka. "Web analytics for business intelligence: beyond hits and sessions. Online Nov.-Dec. 2009: 32+. Academic OneFile..

17

IFLA 2013 : Projected Trends….

Evolutionary trends of Library!

Then…

• Book & information repository

• Paper

• “Guarded” information

• Defined hours of service

• Customer– In-house

• Resources– Self Contained

• Consumption

• Passive

CONSTANT= Civic Institution

Now…

• Book & information repository

• Paper & Electronic

• Customer – In-house and Remote & self publisher

• Resources-- shared

• Community hub

• Collaborative space

• Tech Center

• Creation /Maker Space

• Open Access

• 24/7 services

• Active 19

Ecosystem Libraries are Operating in

• Provide products and services to shifting demographics

• Shifting global socio-economic conditions where "average" is no longer acceptable

• Knowledge expansion driving growth

• Flat world

• Global Communities with abundance of choices and high expectations

20

Library Challenges!

• Growing Demand, Shrinking Resources!

• Yet provide access and opportunity for all!

• Technology Advances Exponential

• Exponential growth of information

• Compete amidst changing new economies

• Library NOT the ONLY information provider

• Time is premium. Question becomes how to “get the piece of the pie?”, ENGAGEMENT!

21

Libraries competing for $$$ !!

• Public Libraries asked to show outcomes, ROI, their values, etc. amongst other civic organizations

• But PL offer public goods which are difficult to value… (each product or service is used by several customers and mostly valuation/impact is not immediate), unlike a tangible product

22

OCLC Report 2008

23

Build It & They will come! Not anymore!

*91% of Americans ages 16 and older say public libraries are important to their communities

*However, just 22% say they know all or most of the services their libraries offer *Analyze the missing link and build awareness

“Library Services in the Digital Age” http://libraries.pewinternet.org/2013/01/22/library-services/

24

Seattle PL applying the trend!

25

Intersecting Disciplines: Rutgers Gets it…

26

Marketing Fundamental

• Delighting customers:

“It is no longer enough to satisfy customers. You must delight them.”—Philip Kotler on Marketing It is experience & engagement world

• Market research

Identify, anticipate, and satisfy customer’s perceived (and unperceived) requirements

27

Marketing Process • Determine what organization wants to achieve

• Gather data for fact based analysis

• Analyze

• Study relevant trends

• Overlay trends with expected customer acquisition, engagement, and retention /outcome

• Market Research starting with U.S. Census

• Develop marketing strategy to get measurable outputs & outcomes using relevant channels

• Constantly build awareness, trust, and goodwill. 28

Why Market? Awareness to Funding!

Build “library brand” awareness matching products and services @ library by formulating a strategy

• Comprehend customer needs and “pain points”

• Determine “valued products & services”

• Communicate the “value”

• Increase visibility and goodwill

Result= Justifiable funding for the library 29

Overarching Marketing Strategy

Marketing Inside Out

• Why are Libraries Different? NOT What they do

• Leaders in NJSL “Create A Movement”

• Mobilize the “Library Tribe”

• Fire Up Passion & Connect Passion

• Believers Tell “Branded” Story

Marketing Gone Viral!

30

31

Marketing Inside Out: “Dream, Explore, Imagine!” Camden County Library’s Award Winning Campaign

32

Training Librarians To “Tell Their Story”

33

Campaign Promoted: Events & Online!

34

Remarkable Branding Gone Global!

35

Marketing: Comprehensive, Collective Initiative

36

Transforming Lives: Job Search

37

Building Portals for Increasing Awareness: NJWorks.org for job seekers

38

Marketing Kits: Branded Messaging a.k.a. “Sing from the same song sheet”

39

Marketing Kits from OCLC & Ebsco

40

Marketing points to remember

• Evidence based: numbers, stories, visuals

• Continuous process

• You are the marketing symbol (1st point)

• Be at and be visible “at the table”

• Determine your unique proposition and convey it

• Branded identity

41

Thank You!

Questions & Discussion

42

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