In Part 1 of this blog, we looked at what insights we gained from a year of running a digital checkup and offering support calls. In this post, we look at what we learned about how this worked as a service.
Just over a year ago, we went live with a beta version of our online digital checkup. Initially it was a simple survey, with a link offering further contact.
There are two main parts to the survey. There’s an online self-assessment, which asks questions across 4 key areas and gives respondents a score for each area. Secondly, people who complete the self-assessment can book a free support phone call to discuss their result. As more and more people have engaged with the checkup, we’ve gone through several iterations of the service. What have we learned about providing this service?
Self assessmentsdon’t tell the whole story – but they are a great conversation starter
When we set up our digital checkup, we guessed that a self-assessment might not give perfectly consistent results. That’s why we added the follow-up calls to provide more support, and to help us gain more insight. In practice we found that some CEOs and Directors were optimistic about their current level of digital capability, while staff closer to the day-to-day work were often a bit more critical. A few organisations got several members of their staff team to complete the digital checkup, then compared their results and had a discussion.
Keeping the survey brief and accessible added value
Another key goal we had in mind when planning the digital checkup was to ensure it was accessible and easy to complete for non-specialists. This is because small and medium-sized charities don’t usually have dedicated digital or technology teams. And while CEOs and Directors might be digitally curious, we didn’t want to put them off with unfamiliar terminology. Because we were able to offer an in-depth discussion as part of our support offer, we were able to keep the initial assessment simple and get into more depth later on.
Small refinements based on user needs made a big difference
While we haven’t changed the core content of the survey very much, we have made a few tweaks in response to user needs. We’ve been able to do this in an agile way because our support calls allowed us to talk to live users and gain insights quickly.
What are we planning to do next?