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Government affairs professionals have long explored the topic of meeting tracking. Teams using Quorum have gravitated to meeting tracking as a mechanism to preserve institutional knowledge, make sure teams are on the same page, and understand where relationships stand.

But the most advanced organizations have taken meeting tracking to another level — to prove return on investment of their engagement efforts. No, we don’t mean just reporting on how many meetings they have had.

Instead, public affairs organizations are measuring how they are moving the needle on stakeholders and by looking at the effectiveness of their meetings. They start by tagging each stakeholder by four categories based on the strength of their relationship:

1. Knows Our Team — do they remember and recognize us when we walk into a meeting 2. Knows Our Issues — do they know in advance what issues our organization cares about? 3. Supportive of Our Issues — do they stand on the same side of the issues as us? 4. Willing To Take Action On Our Behalf — if we asked for something would they do it?

This maps the status quo of your relationships with your existing stakeholders. Then over the course of a year, as they log meetings, they include information on what issue was discussed in the meeting, what intel they want to pass on to the rest of their team, and whether they were able to move the stakeholder up the engagement ladder and check one of the four categories off listed above.

At the end of the year, these organizations can look at the results quantitatively and qualitatively. Quantitatively, how many stakeholders did we move up (or down) the ladder? Qualitatively, what did we notice about those who moved up the ladder versus those who were stuck? Did we bring a certain one-pager to the meetings? Did one team member have more success engaging than another? Did we have more success on one issue in our policy landscape than another?

This strategy allows teams who may not have a significant legislative victory in a given year to show how they moved the needle and improved stakeholder relationships. With Quorum, you can add custom fields for each of these categories and tag each meeting with which step of the ladder was achieved, if any. Then, you can tag each stakeholder profile with which of the four steps are true, allowing you to keep track of who your top stakeholders are.

Download our e-book for five strategies public affairs teams are measuring ROI with Quorum. [post_title] => It Is Possible to Prove ROI Through Meeting Tracking [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => proving-roi-meeting-tracking [to_ping] => [pinged] => [post_modified] => 2020-06-10 18:14:01 [post_modified_gmt] => 2020-06-10 18:14:01 [post_content_filtered] => [post_parent] => 0 [guid] => https://marketing-staging.quorum.us/resources/proving-roi-meeting-tracking/ [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) [queried_object_id] => 1376 [request] => SELECT wp_posts.* FROM wp_posts WHERE 1=1 AND wp_posts.post_name = 'proving-roi-meeting-tracking' AND wp_posts.post_type = 'resources' ORDER BY wp_posts.post_date DESC [posts] => Array ( [0] => WP_Post Object ( [ID] => 1376 [post_author] => 1 [post_date] => 2020-05-08 20:23:30 [post_date_gmt] => 2020-05-08 20:23:30 [post_content] =>

Government affairs professionals have long explored the topic of meeting tracking. Teams using Quorum have gravitated to meeting tracking as a mechanism to preserve institutional knowledge, make sure teams are on the same page, and understand where relationships stand.

But the most advanced organizations have taken meeting tracking to another level — to prove return on investment of their engagement efforts. No, we don’t mean just reporting on how many meetings they have had.

Instead, public affairs organizations are measuring how they are moving the needle on stakeholders and by looking at the effectiveness of their meetings. They start by tagging each stakeholder by four categories based on the strength of their relationship:

1. Knows Our Team — do they remember and recognize us when we walk into a meeting 2. Knows Our Issues — do they know in advance what issues our organization cares about? 3. Supportive of Our Issues — do they stand on the same side of the issues as us? 4. Willing To Take Action On Our Behalf — if we asked for something would they do it?

This maps the status quo of your relationships with your existing stakeholders. Then over the course of a year, as they log meetings, they include information on what issue was discussed in the meeting, what intel they want to pass on to the rest of their team, and whether they were able to move the stakeholder up the engagement ladder and check one of the four categories off listed above.

At the end of the year, these organizations can look at the results quantitatively and qualitatively. Quantitatively, how many stakeholders did we move up (or down) the ladder? Qualitatively, what did we notice about those who moved up the ladder versus those who were stuck? Did we bring a certain one-pager to the meetings? Did one team member have more success engaging than another? Did we have more success on one issue in our policy landscape than another?

This strategy allows teams who may not have a significant legislative victory in a given year to show how they moved the needle and improved stakeholder relationships. With Quorum, you can add custom fields for each of these categories and tag each meeting with which step of the ladder was achieved, if any. Then, you can tag each stakeholder profile with which of the four steps are true, allowing you to keep track of who your top stakeholders are.

Download our e-book for five strategies public affairs teams are measuring ROI with Quorum. [post_title] => It Is Possible to Prove ROI Through Meeting Tracking [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => proving-roi-meeting-tracking [to_ping] => [pinged] => [post_modified] => 2020-06-10 18:14:01 [post_modified_gmt] => 2020-06-10 18:14:01 [post_content_filtered] => [post_parent] => 0 [guid] => https://marketing-staging.quorum.us/resources/proving-roi-meeting-tracking/ [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) ) [post_count] => 1 [current_post] => -1 [in_the_loop] => [post] => WP_Post Object ( [ID] => 1376 [post_author] => 1 [post_date] => 2020-05-08 20:23:30 [post_date_gmt] => 2020-05-08 20:23:30 [post_content] =>

Government affairs professionals have long explored the topic of meeting tracking. Teams using Quorum have gravitated to meeting tracking as a mechanism to preserve institutional knowledge, make sure teams are on the same page, and understand where relationships stand.

But the most advanced organizations have taken meeting tracking to another level — to prove return on investment of their engagement efforts. No, we don’t mean just reporting on how many meetings they have had.

Instead, public affairs organizations are measuring how they are moving the needle on stakeholders and by looking at the effectiveness of their meetings. They start by tagging each stakeholder by four categories based on the strength of their relationship:

1. Knows Our Team — do they remember and recognize us when we walk into a meeting 2. Knows Our Issues — do they know in advance what issues our organization cares about? 3. Supportive of Our Issues — do they stand on the same side of the issues as us? 4. Willing To Take Action On Our Behalf — if we asked for something would they do it?

This maps the status quo of your relationships with your existing stakeholders. Then over the course of a year, as they log meetings, they include information on what issue was discussed in the meeting, what intel they want to pass on to the rest of their team, and whether they were able to move the stakeholder up the engagement ladder and check one of the four categories off listed above.

At the end of the year, these organizations can look at the results quantitatively and qualitatively. Quantitatively, how many stakeholders did we move up (or down) the ladder? Qualitatively, what did we notice about those who moved up the ladder versus those who were stuck? Did we bring a certain one-pager to the meetings? Did one team member have more success engaging than another? Did we have more success on one issue in our policy landscape than another?

This strategy allows teams who may not have a significant legislative victory in a given year to show how they moved the needle and improved stakeholder relationships. With Quorum, you can add custom fields for each of these categories and tag each meeting with which step of the ladder was achieved, if any. Then, you can tag each stakeholder profile with which of the four steps are true, allowing you to keep track of who your top stakeholders are.

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It Is Possible to Prove ROI Through Meeting Tracking

It Is Possible to Prove ROI Through Meeting Tracking

Government affairs professionals have long explored the topic of meeting tracking. Teams using Quorum have gravitated to meeting tracking as a mechanism to preserve institutional knowledge, make sure teams are on the same page, and understand where relationships stand.

But the most advanced organizations have taken meeting tracking to another level — to prove return on investment of their engagement efforts. No, we don’t mean just reporting on how many meetings they have had.

Instead, public affairs organizations are measuring how they are moving the needle on stakeholders and by looking at the effectiveness of their meetings. They start by tagging each stakeholder by four categories based on the strength of their relationship:

1. Knows Our Team — do they remember and recognize us when we walk into a meeting

2. Knows Our Issues — do they know in advance what issues our organization cares about?

3. Supportive of Our Issues — do they stand on the same side of the issues as us?

4. Willing To Take Action On Our Behalf — if we asked for something would they do it?

This maps the status quo of your relationships with your existing stakeholders. Then over the course of a year, as they log meetings, they include information on what issue was discussed in the meeting, what intel they want to pass on to the rest of their team, and whether they were able to move the stakeholder up the engagement ladder and check one of the four categories off listed above.

At the end of the year, these organizations can look at the results quantitatively and qualitatively. Quantitatively, how many stakeholders did we move up (or down) the ladder? Qualitatively, what did we notice about those who moved up the ladder versus those who were stuck? Did we bring a certain one-pager to the meetings? Did one team member have more success engaging than another? Did we have more success on one issue in our policy landscape than another?

This strategy allows teams who may not have a significant legislative victory in a given year to show how they moved the needle and improved stakeholder relationships. With Quorum, you can add custom fields for each of these categories and tag each meeting with which step of the ladder was achieved, if any. Then, you can tag each stakeholder profile with which of the four steps are true, allowing you to keep track of who your top stakeholders are.

Download our e-book for five strategies public affairs teams are measuring ROI with Quorum.