![Why do the toolbox? 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! Checklist TOOLBOX 1- SELF ASSESSMENT ,[object Object], TOOLBOX 3 - USING YOUR INFORMATION TIPS: A Ushahidi project doesn’t start with setting up the platform and putting it on-line. You need to prepare your strategy, study the context, understand the implications, secure cooperation and knowledge of the tool for all the actor involved. The launch of the platform is the last step of the project, not the first one. (AnahiAyala Iacucci)](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
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Ushahidi Deployment - Assessment Toolbox
- 1. COMMUNITY USER EDUCATIONAL TOOL TOOLBOX #1 SELF-ASSESSMENT
- 3. Tips on using these toolbox documents: These toolboxes are in beta (draft). We are using this content to test for the final web and print versions toolboxes. Please provide feedback. Print documents do not include the extra notes which appear in the online versions. Online documents will show rotating tips, which are shown as extra comments in the notes field.
- 5. Find out if Ushahidi will fit into your project goals & objectives
- 6. Think about partnerships for your project
- 7. Identify the information, communication and technology needs for your project
- 9. You can use the Ushahidi Platform for information collection and sharing, visualization and interactive mapping. There have been over 3000 uses of Ushahidi/Crowdmap. Here are some common types of uses of the Ushahidi platform (Ushahidi video introduction) (FAQs).. And more Deployments Ushahidi Prototype Haiti Crisis Map Uk Riot Cleanup Chicago Blizzard Japan Earthquake Hot Flash icon For emergencies like natural disasters, unexpected events….(more text here). Slow Burn For ongoing or complex emergencies, to track changes in communities or responding agencies …. (crime mapping?) icon War on Gaza DRC Zim Political Crisis Point on a Calendar icon For events like election monitoring, media campaigns with ending dates…. (more text) Uchaguzi-Kenya Sudan Vote Monitor Unsung Peace Heroes Long Term icon Voice of Kibera KANCO (health) Uchaguzi-Kenya For ongoing programs and initiatives (human rights monitoring, media, environmental mapping, local gov mapping, resource mapping ) EXAMPLES..
- 10. Tips on Thinking about How Ushahidi Will help your Project Here are some things you might want to think about before you start using the platform….. This toolbox will help you answer many of these questions.. Who is your target audience? What is the incentive/motivation for people to use your platform? How is mapping going to contribute to your project? How are you collecting and using data now? Do you just want to use a new cool and free tool? Is there a gap you are trying to fill?
- 12. Women’s Issues
- 13. War/Conflict
- 20. Otherold
- 21. Expected Outcomes/Impact Your project/program’s goals and objective are: With the goal to _____Users can correct the auto- inserted text here________. The program/project objectives are Users can correct the auto- inserted text here__. icon Type What are the expected outcomes/impact? ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ How will the Ushahidi platform help you achieve your expected outcomes/impact? ___________________________________________________________________ ___________________________________________________________________ ___________________________________________________________________ TIPS: How will you achieve your expected outcomes?
- 22. Mapping and Visualization Why use a map? What is the benefit of using mobiles or mapping to track your information? The information does not need to be crisis related. You might want to map existing community resources within a geographic area or raise awareness of local events (Linda Rafferty). Mapping data is important for creating responsibility. The fact that people see their report it is the biggest motivation to engage them.-Oscar Salazar - Cuidemos el Voto Mapping information will benefit your project by: What kind of information will you map? How do you intend to use it? Who do you want to view the map? The mapping system in Ushahidi is not automatic: you need to geo-reference information manually. You can do it at the admin level with volunteers or other people. If you plan to use it as a crowd-source system, you need to have a big number of people mapping those messages, or you need to do it only by web-submission (it means also forget about the media monitoring, SMS, e-mails and twitter submissions). What level of precision does the mapping require? Do you want data points or data areas? (Anahi Ayala Iacucci) icon case studies instance sites Blogs/media Learn more…
- 23. Technology and “the rest”- Allocating Time Our users’ experience to date has humbled us to realized that the much of the success from organizations using the Ushahidi platform comes from the project planning and preparation around the technology itself…… Just because you bought a domain name and ran the Ushahidi installer doesn’t mean that anyone is going to use the system — and even if you somehow get a lot of reports, you might not be relevant to the existing systems (that is, all the other people who are working on the same problem). So as Ory said in Cape Town, “Don’t get too jazzed up! Ushahidi is only 10% of solution.” Systems like Ushahidi have turned enormous communication barriers into a trivial installation and training process. But there is a whole other 90% of real work. (Chris Blow) Let’s continue on with that 90% .......and identify potential partners in your project. Learn More: Why technology is 10%-Anahi Ayala Iacucci Allocation of Time –Chris Blow
- 24. Partnerships & Your Audience Partnerships and your audience are key to the success of your project. What roles will they play? TIPS- Which partner will provide the overall project manager. Will it be your organization? Who are you partners? (listing) TIPS- One of the major partners in project is a technical administrator. If you envision customizing your instance a lot you should think about having a developer as a partner if you do not have one in your organization. Who are your Audiences? Why do you think they will use your platform? TIPS-One of the fundamental partsof your project is the definition of your audience. Who do you want to visit the site and use your information and who you want to be yourreporters? icon Trust & Partnerships The crowd as your partner Learn more…
- 25. Information Your Ushahidi instance will help you collect, organize and communicate information for the goals of your project (existing Project)- What information are you currently collecting? What information do you want to add with this project? (new project) What information do you want to collect? How will this information allow the project to achieve it’s goals? IMPORTANT! What is the existing information flow and how the information flow you propose will change or modify the existing one? The idea is that the more you modify the existing information flow the less your project will be successful. icon Type case studies blogs/articles instance sites Learn more… TIPS: Does someone else have existing indicators or initiatives or information needs or formats that you should be linking in with and following or supporting? (Linda Raftree)
- 27. Othe
- 28. word of mouth
- 29. Morning shows
- 30. Twitter
- 31. Facebook case studies Learn more… blogs/articles TIPS: think about how your audience commonly views/accesses information)- and what way they are most likely to view information during a crisis.
- 32. Your Campaign, Messaging and Communication Strategy Very important too is also the communication strategy of the organization, which should explains what the platform is and what it isnot.(Anahi Ayala Iacucci) The communication strategy can be: Announcement of the project/service Setting expectations Plan for responding to individual messages Communicating information to different audiences The Unsung Peace Heroes project in Kenya used a multimedia publicity strategy, including placing ads in the newspaper, making TV and radio appearances, handing out fliers, participating in local peace events and having an online presence, to spread the work about their project and to collect nominations of Peace Heroes throughout Kenya. This strategy allowed them to target various diverse audiences and in the end they received over 500 nominations for Unsung Peace Heroes throughout Kenya. (Melissa Tully) icon Type How will you inform the crowd about your project? How will you communicate with your partners/audience? case studies Learn more… blogs/articles TIPS Be sure that you get clearly the message out: what you want to do, why and if the issue is urgent or not. Example materials
- 33. Information Communication Technology (ICT), Privacy and Security Information Security and Privacy can be a very important consideration for many projects that use the Ushahidi Instance. We encourage you and your organization to think about how the Ushahidi instance may affect community/organization safety, and the impact that mapping and information will have on your audience and partners. icon Type If you answer yes to any of these questions, or feel that this topic is important to your project -- we encourage you to take the mini assessment tool here………. Will your project be dealing with sensitive information? Will your project potentially place the users or partners at risk? Does the government strictly control information in your project area? Are you prepared to address any information/ privacy breaches if they should happen? Who will be responsible? Take the assessment now. case studies instance sites blogs/articles Learn more…
- 34. Technology Ushahidiisasoftware, which means it requires access to certain technologies. What is the local use of ICT in the country? How do people in the community use the internet and mobile phones? TIPS- How do your partners and audience communicate now? What are they comfortable using? (cell phones, sms, internet) What do they have access to and can afford? Take the tech assesment! Learn more… case studies blogs/articles
- 35. Resources & Funding Here are some tips to think about when looking for funding to support your project or idea: ‣ How does my proposal address the problem? ‣ What are the goals and objectives of the program? ‣ What is the budget and timeline for the project? ‣ Can you partner with others for non-financial support? ‣ How will the project be sustainable? ‣ Is there a geographic focus? (funders often support specific locations) ‣ What are the expected outcomes and how will you measure them? Funding Uses Examples of how you might use your funding: ‣ Funding a SMS shortcode number to allow people to send free SMS ‣ Funding an SMS alert campaign ‣ Funding a web designer to customize your Ushahidi deployment ‣ Funding a PR campaign: newspaper ads, online ads, to raise awareness about your Ushahidi instance ‣ Funding a data entry resource if you are migrating existing data into the Ushahidi platform TIPS: Have a clear budget and take into account advertisement campaign, dev work, PHONE EXPENSES if you use SMS and alerts, server space, and time to dedicate to the project. Also fundamental, have a monitoring &evaluation line in the budget and in your project plan and do periodical review of the project according to goals. (Anahi Ayala Iacucci)
- 36. ResourcesHere are some resources that you may need. Fill out the cost that you will need too TIPS Make sure you have a clear budget and think about the resources that will you need for your project. TIPS “Find out about any potential licenses you might need, for example for holding a competition, this can often be bureaucratic and take time to organise. NOTE Calculate time for the design and printing or production of all your materials, making a website or flyer and printing it can take a few weeks. (Butterfly Works Toolbox)
- 38. Below is information about your project that you entered in the first toolbox (On the online tool, what you have filled out in the previous panels will automatically show up here!) Project Goal/Objectives/anticipated impact _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Reasons for mapping _____________________________________________________________________________ _____________________________________________________________________________ Partnerships _____________________________________________________________________________ _____________________________________________________________________________ Information/Communication _____________________________________________________________________________ _____________________________________________________________________________ Marketing Media Plan _____________________________________________________________________________ _____________________________________________________________________________ Technology Assessment _____________________________________________________________________________ _____________________________________________________________________________ I would like to make changes….. Let’s move on!
- 39. THANK YOU FOR COMPLETING TOOLBOX #1! Please save this file and add your name to the title. Then return it to Heather Leson:hleson@ushahidi.com. You will receive a report from toolbox #1 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!
Notas del editor
- ADDITIONAL CONTENT: Link to Butterfly works Toolbox- phase 1- http://butterflytoolkitno1.buildingbridges.co.ke/index.php?option=com_content&view=article&id=16&Itemid=18- should be people interested in communications and social change campaignsCLICKING “Unsure” will obtain you an additional web form to assist with your decision.
- Rotating Questions: What is the added value of your platform as opposed to other existing project on the same topic? Why are you collecting the information? What will be done with it?Why is the geographical reference important in your project? What will be the incentive/motivation for people to use your platform?What are your communication goals?What change will it contribute to?Do you have the resources to support the project?
- (Quote from Anahi Ayala Iacucci) “This is one of the reasons why it is important for organizations deploying Ushahidi platforms to publicly define their goal and objectives, along with associated outputs and activities. If a given project has achieved the organization’s clearly stated goal and objectives, then the project is considered successful. To make it clear, consider that the goal is achieved by accomplishing a number of objectives; objectives are achieved by producing a set of outputs; and outputs are produced by implementing a series of activities, which are concrete events or services.”Rotating Tips: - What actions/people & actions are needed for the project to achieve the goals?Other Project Goals:Unsung Peace Heroes- “The goal of the campaign was to “motivate and symbolize goodwill amongst (young) Kenyans towards each other in the aftermath of the violence and conflict which started in December 2007.”KANCO- The main goals of the mapping project are to make existing information more public, strengthen networking and advocacy efforts across Kenya, develop local capacity for data collection and analysis, enable people to provide feedback on the quality and availability of services, and inform decision-makers of the quality and availability of services throughout Kenya. Election Monitoring Project GoalsIvory Coast- “The purpose of the project was to give a space of expression to Ivory Coast citizens where they could give a glimpse of the general atmosphere surrounding the vote, and help prevent sensitive situations:” http://blog.ushahidi.com/index.php/2010/11/18/ivory-coast-presidential-election-ushahidi-platform-use-case/Sudan-” The project’s primary focus is the process of observing and reporting rather than the election results or their implications as significant as these are. “
- Rotating TipsHow will the information you collect help in the achievement of your outcomes, and which actions/people you need to have in the project to be able to achieve them?
- Rotating Quotes: “The Urban Mirror project uses the Ushahidi platform to offer, ‘a window into Kenya's urban art scene: audio, visual, performance, literature…’ Art-related individuals, events, and locations are featured.”TIPSWhat kind of precision in the geographical location you need to have to achieve your goal: meaning do you need to map the building, or it is enough the city or the area?. What kind of data will you map: data points or data areas
- (rotating quotes here) (or selected by instance type)Rotating Quotes-Are there local organizations that are involved or engaged with your topic/theme/project/initiative already? How can they be involved and engaged? (Linda Rafferty) (crisis response) –” Looking for answers in the middle of emergency situations already proved to be a challenging task. It is the preparedness, continuous dialogue and open sharing that can help to gradually build-up the networks and partnerships based on trust and understanding.” http://blog.ushahidi.com/index.php/2011/01/05/volunteer-mapping-community/- (crisis response)- Jason Nickerson ‘What is needed is careful consideration of how to achieve this and the establishment of partnerships with those in a position of coordination of humanitarian aid (major NGOs, the Cluster system, etc.)” http://blog.ushahidi.com/index.php/2010/06/08/the-crowdsourced-tipping-point/TIPS- Partners(election monitoring) – consider a election monitoring organization with experience, and strong relationship with civil society. (crisis) – relationship with responding agencies like the United Nations, (UNOCHA) are important partners to consider(all) – if you are planning on a large media campaign, consider a media organization as a partner.- Identifying stakeholders in advance is important to the success of a campaign and will influence decisions during implementation( lessons learned 2011)TIPS- ROLESWhich partner will provide the overall project manager. Will it be your organization?TIPS- AUDIENCEWhy do you think they will use your platform? What are some of the limitations? What do you offer to them that they cannot do by themselves?CONTENT FROM BW TOOLBOX It is crucial to design your campaign well in order to reach your chosen audience. Who your chosen audience will be, all depends on your theory of social change. You may for wish to target grassroots or local activists, the political class or key players at regional level. You may decide to focus on one particular region that is particularly affected, with the plan to scale up or copy your efforts to the national level later. There are pros and cons for each strategy. Lobbying the political class to change the law is long term work but perhaps the most effective in the long run. Empowering people to demand their rights works bottom up, eventually creating enough momentum for real change. Multiple strategy interventions work the best, these also cost huge budgets. Whatever way you go, you have to choose! who to engage with. Everybody is not an answer. Whatever way you go, you have “(Anahi Ayala Iacucci Module) –EXPECTATIONS“Managing the expectations is also something you may want to consider when starting a Ushahidi project. Very important in doing this is to decide how you will close the feedback loop and if you want to provide a response to those who submit information. In this case you have to think at what this response will be and who will respond. “
- Rotating TIPS: Is there anyone else collecting this information already and how?TIPS: Rotating QuotesUnsure? Plan a meeting with your partners to discuss how the information will affect decision making and the goals of partners and the overall project. Anahi AyalaIacucci (module 1): You must think that the information flow that you want to design with the Ushahidi software has to be suitable to the one already existing in the country, and that there is no utility in creating a system and impose it through a top-down dynamic. To be able to avoid this you may want to realize clearly why you want to collect certain information and what will be done with it, in order to understand who will be using it and to whatend. (Anahi Ayala Iacucci-Module)You must think that the information flow that you want to design with the Ushahidi software has to be suitable to the one already existing in the country, and that there is no utility in creating a system and impose it through a top-down dynamic. To be able to avoid this you may want to realize clearly why you want to collect certain information and what will be done with it, in order to understand who will be using it and to what end1. (Anahi AyalaIacucci- Module) you can think at existing indicators that you want to meet or track or map like i.e. to map existing community projects within a geographic area to get a better sense of who does what where.
- (Anahi AyalaIacucciModule) “What it is fundamental here is that you have to decide how and if you will return the information to those who provided reports so that they can use it for decision making or program intervention, in addition to take into consideration and maximize local information sharing formats, customs, and opportunities. “Tips: (Jennifer Chan)think about how your partners and audience communicate now? What are they comfortable using to communicate? (cell phones, sms, internet) What do they have access to and can afford?How will people see the maps? during crisis? What is the most common form of communication? (Linda Rafferty) How will you return the information to the community/local district/those who provided reports so that they can use it for decision making or program intervention?TIPS: What it is fundamental here is that you have to decide how and if you will return the information to those who provided reports so that they can use it for decision making or program interventionFace to face dissemination of information about the project is important to protect the staff from insurgent retaliation. Also, keeping insurgents from finding about the existence of the platform or how to access it keeps the organization and its staff from becoming targets.Example: (BW TOOLBOX-needs ok) “What media are physically accessible and how often do people use them? • Do people share mobiles / TV’s or have their own? • Do people use the media in privacy or in groups? This will influence the dynamics of how they would respond to a message or call. 3• Do people have a strong oral communication tradition? • What kind of visual design culture is there? • What are the cultural communication patterns of your target group? • What topics do they deal with in what settings? • Are there gender biases in certain media or topics? • Is mobile coverage only in the cities or also in rural areas? • What languages do people speak in the different media and is radio in local languages? • When do people listen watch or receive messages? Often sub groups have their own particular media usage such as famers who are working in the field with their radios on in a local language. “Learn more; campaigns(BW Toolkit) bottom click option- lists all types of communication mechanism and the 101. BW toolbox-
- Tips: media campaigns can be expensive, but you can also be creative by tapping into existing community networks that can spread the word. Anahi Ayala Iacucci: think at the most used and common media available in the country, have a clear message and advertise your project in a way that people understand who you are and what do you want to achieve, make sure you manage expectations in advance, engage people in a participatory way using local mediaTIPS/EXAMPLES: Butterfly Works toolkit campaign strategy essential (needs ok from them) “Develop a communication strategy, including: • Key actors identified before. • Convincing message > Make it easy and clear to understand, the people you want to reach have to feel inspired and be able to identify themselves with the issue. • Media channels (how to transfer the message, e.g. SMS, IVR, radio, etc.), based on earlier research. • Expected results / actions by target groups. • E.g. develop a promotion strategy to make your campaign public and mobilize people to take action. Activities can be: spreading promotion material, start a collaboration with the local radio, plan a promotion trip throughout all communities to be covered, plan to promote a sms short code / collect phone numbers to keep people updated... NOTE Objectives need to be discussed and agreed on with all involved team members. NOTE Preferably have just one main objective, if there are more, they should be clearly prioritized. “Part of your campaign should think about setting expectations and integrating this into your campaign
- (Linda Rafferty) What are the risks to those who report information?Examples: (Linda Rafferty) Survivors Connect Connection GeoMap is an example of a private Ushahidi instance. It seeks to create a space to share critical information about trafficking and anti-trafficking activities, promote transparency, engage communities and learn best practices, current challenges and needs in the global effort to fight modern-day slavery.Handheld Human Rights- http://handheldhumanrights.org/page/index/1http://www.slideshare.net/mbelinsky/ihrfg-handheld-human-rights-burmaBW toolkit 1 (need ok from BW) “People have to agree on that you keep and store their mobile numbers. People might be reluctant or suspicious to provide their mobile phone numbers. “BW Toolkit: Security links: “A Guide to mobile security for citizen journalists Citizen journalism, and with it the rise of alternative media voices, is one of the most exciting possibilities for mobile phones in activism. This article addresses security issues for those working under repressive regimes. http://mobileactive.org/mobilesecurity-citizenjournalismInterNews Europe: Floss Manuals On-line manual ‘Bypassing Internet Censorship’ project. Information: http://en.flossmanuals.net/CircumventionTools/AboutThisManualComplete print version: http://en.flossmanuals.net/CircumventionTools/FM_10Mar10.pdf Global Voices Advocacy: Anonymous blogging guide A technical guide to anonymous blogging. http://advocacy.globalvoicesonline.org/projects/guide(Anahi Ayala Iacucci Module)- “In this context you want to think about privacy and protection issues that you may run into, like for example in dealing with SMS numbers, health issues, or human right violations. It is absolutely fundamental that you think at what risks those who report information may run into, and how to protect their privacy5.” (Anahi Ayala Iacucci Module) Keep in mind that you can also decide to do a private Ushahidi instance instead of a public one but whether your site is public or private, you have to assure that sensitive information remains private and that it’s treated confidentially by those managing the system.
- TIPSBW toolkit (needs ok from BW) “depending on the technological distribution and regulations in your campaign country, the majority of potential participants might not have direct access to the internet and might not have the skills required in order to register and update their peace initiatives. “
- BW works, campaign, costs ( needs ok from them) “Find out about any potential licenses you might need, for example for holding a competition, this can often be bureaucratic and take time to organise. NOTE Calculate time for the design and printing or production of all your materials, making a website or flyer and printing it can take a few weeks.
- Tips: If you are looking to gather, share and make decisions from many different people & partners, considerPlanning meetings& workshops early to make sure that all partners have similar expectations and understand their roles/responsibilitiesConsider media/advertising campaigns and plan early on how to inform people of your project. If you are planning project that involves an event (election monitoring, competition) Consider a training session that involves a simulation exercise to allow your volunteers and staff to practice roles, and identify problems that can be fixed before the big day!If your project is a partnership of organizations considerPlanning an early meeting even before the project begins to establish common goals, agreement and build trust. If you are responding to a crisis/emergency- there may be little time for planning. BUT… if you anticipate a crisis- (frequent earthquakes, flooding, etc, or conflicts) view the project as a preparedness project and consider simulations. Requires a lot of technology support, or has many security issuesyou will need more time to plan.
- This guide will give you a step-by-step overview on how to set up your own Ushahidi map and how to make full use of all the features that the Ushahidi software offers.