OERu/Planning/OERu marketing communications and partner engagement

Aims

The OERu Marketing, communications and partner engagement working group focuses on OERu community building, communications and support for new OERu partners, learners and staff joining the OERu family.

Objectives

(: Current objectives need updating at the next meeting to incorporate the expansion of the partner engagement to include marketing and communications as per OERuMC decision at the April 2016 meeting.)

2015 Objectives

The objectives of this group will be decided upon collaboratively at our first meeting. However, in the meantime these are the main KPIs (Key Productivity Indicators) that were assigned for this group at the 2014 annual OERu partners meeting. The KPIs are also copied below: Initial KPIs from the strategic plan. Review, refine and publish OERu partners and course development manual (incorporating critical friend review from a number of new OERu partners) Complete digital skills for collaborative OER development and run pilot offering during 2015 (working towards induction programme for new OERu staff). (Shared KPI with Course approval and quality). Expand OERu community leadership roles (and corresponding buddy system to mentor new community leaders.) 150 participants on the OERu partners planning list by 31 December 2015 (i.e. approximately 4 members per partner institution). (Shared KPI with Technology). 350 participants on the open OERu community list (Shared KPI with Technology). 80% of OERu partners having at least one institutional representative participating in an active working group as part of their 0.2FTE contribution by 31 December 2015. Academic Volunteers International (AVI) Process design framework to communicate activities where volunteer help is needed and to coordinate volunteers (Shared KPI with Technology). Shared KPIs 100% of OERu partners assign an administrator for their pages on the Content Management System (Primary focus of Technology). Additional and refined KPIs TBD

Group communications

• Group email list on groups.oeru.org
• Chat forum on chat.oeru.org (Monitored mainly by OERF staff during daylight hours in New Zealand)

Marketing

• #oerumarketing channel on groups.oeru.org
• Kanban board for Marketing, communications and fund development project.

OERu community

• Project wide OERu community group

Project team

• Irwin DeVries, TRU Co-convenor CA
• David Porter, BCIT Co-onvenor CA
• Gail Morong, TRU CA
• Kelly Warnock, TRU CA
• Wayne Mackintosh, OER Foundation NZ
• Farhad Dastur, KPU, CA
• Sarah Lambert, UOW, AU
• Nadia Abougoush, Portage College CA
• Lenora Lemay, Portage College CA
• David Gibson, Curtin AU
• Catherine Clark, Curtin AU
• Vanessa Chang, Curtin AU
• Veronique Olin, Otago Polytechnic NZ
• Linda Ward, CSU, AU
• Todd Mundle, KPU, CA

Marketing and communications consultants

• Jason Finnerty, Brandscaping
• Helen Baxter, Mohawk media
• Dan Mills, Mohawk media.

Record of meetings

1. 15.08 Meeting of the Partner Engagement working group (27 August 2015, 4-5pm Pacfic).

Video meetings

1. 16.05 Video production meeting (11 May 2016, 13:00, NZST)

2016 KPIs

(This table is extracted from the 2016 master KPI table) Key

• Ref. No.: Refers to the the strategic goal reference of the 2016 operational priorities contained in the strategic plan in the format of Strategic Goal number --> strategic objective number --> output number.
• Green: Minimum Viable Product KPIs are allocated to OERu working groups. Operationally these KPIs are coordinated and implemented by the MVP task force. However, conveners of working groups are responsible to keep members of their respective working groups appraised of progress.
• Yellow: Active 2016 KPIs - Working groups are responsible for facilitating achievement of these KPIs.
• No colour: KPI on hold or low priority.
• Status square: Meaning of coloured blocks - 0) Not started; 1) Started; 2) Significant progress; 3) Nearing completion; 4) Done

Tasks

Active tasks

1. Getting started with OERu - Induction course development (to be delivered to individual institutional member groups)
2. Determine target audiences for OERu orientation framework

Marketing, communications and fund development project

1. Marketing project brief
2. Creative brief (Brandscaping.ca)
3. Marketing project plan (Brandscaping.ca)

Active marketing project activities

Business Canvas Model OERu Business Canvas Model Cover letter PDF Printable Brochure 7 Things You Need to Know about OERu Web Content Updated banners - Please provide feedback email capture for all pages case studies 7 things you need to know about OERu Partner Package ID process of integrating new partner into OERu (media release, blog article, social media) eMail Marketing Campaign Mautic.org - open source email platform Drip Campaign Letter of introduction Follow-up #1 - Benefits Follow-up #2 - Call to Action Share info about OER - acknowledge that they're perhaps not ready for OERu Final outreach - advising that no further communications unless they initiate action Quarterly Newsletter quarterly update to share OERu activities with current and prospective partners Case Studies William and Flora Hewlett Foundation support - featuring TJ Bliss Creation of an OERu course - LiDA TBD (: Suggest an executive perspective of the benefits of the OERu network with citations and perspectives from senior leaders in the network.) Social Media Consistent visuals across each platform Unique content promoting active OERu partners Marketing Support for OERu Partners Recommendations to support cross-promotion of OERu and partner institutions. To be shared with partners' communication teams Video project 1st set of animatics - Please provide feedback online - instructions provided on the wiki page.

Completed tasks

Elevator pitch (Version 3.0) OERu Strapline Completed draft of OERu partners manual which will be incorporated into an induction MOOC. Design, development and delivery of the DS4OER course (see DS4OER wiki planning page). 2015 Partner Engagement Annual Report Video project Concept ideas for preparing video script - Feedback period closed Documenting sound bites and barriers why institutions don't join OERu - Feedback period closed

Group history

1. This group was first established as the Partners Manual group flowing from the 2013 OERu partners meeting in Kamloops.
2. The group was expanded in 2015 as recommended by 3^rd Meeting of Partners Incorporating OERu partner's course development manual activities but expanding focus to help promote partner engagement.
3. As of April 2016, the OERuMC recommended the inclusion of the marketing and communications group as part of the process to rationalise and consolidate activities during the OERu MVP year.