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Challenge: Sharing Information and Reporting Across a Global Team

Darlene Rosenkoetter, Global Head of Government Affairs and Public Policy at S&P Global, manages a team that works in the United States, Europe, and Asia. As a result of being spread around the world, her team needed a system to keep track of who each person was meeting with, what updates they had to share on a given issue in their portfolio, and what follow up was necessary. Then, they had to report on their impact to S&P Global’s executive team. “Originally my team was tracking everything in an Excel spreadsheet and that was a painful process. It took a lot of time,” Rosenkoetter said. “It’s really difficult sometimes to quantify the return on investment for government affairs. You can just count the number of meetings and that is interesting but it doesn’t really get to what your actual value is.”

Solution: A Digital Solution for Tracking Meetings and Measuring Your Impact

“Now we use Quorum as our technology tool and we use it for everything. . . . We manage all of our internal communications, our external communications to policymakers, and log all our meetings on this platform.” S&P Global uses this meeting tracking system to follow and report on all interactions, ranging from meetings to email correspondence and stakeholder attendance at S&P webinars.

Individuals Logging Interactions On-The-Go

Every logged interaction from the S&P Global government affairs team includes three key components— 1) identifying what issue was discussed 2) assigning the meeting a quality score and 3) explaining in greater detail what was discussed and any necessary follow-up to the meeting. S&P Global created fields for each of their notes for the issue discussed and the quality score. They measure meeting quality using factors they identified as relevant to them, including the seniority of the person they met with and how that person might be able to support their issues. In the future, they are considering adding a custom field for “Positive, Neutral, or Negative” to describe the sentiment of the meeting. When documenting what was discussed and any necessary follow-up items, team members can mention team members with @name if someone else needs to be notified of necessary action items. A number of Quorum features made adoption of this process easier across the S&P Global public affairs team. First, team members use Quorum’s mobile app for logging meetings on-the-go. [callout align="left" heading="Learn more about Quorum's mobile app." button_text="See the App" button_link="https://www.quorum.us/products/mobile-app/"] “The closer to the meeting that you can log your notes the better,” Rosenkoetter said. “Using the app to record meetings in the cab or outside the meeting has been highly successful. The longer you wait, the more likely you forget something that happened or who was there.” For email correspondence, S&P Global can cc “[email protected]” in the recipients’ field and email correspondence is automatically logged.

Analyzing Meeting Data with Ease

With meetings and interactions logged in Quorum, Rosenkoetter can analyze reports based on a number of variables with ease. Some insights Rosenkoetter and her leadership team look for include whether a key stakeholder has gone too long without an interaction, whether their team is holding a majority of their meetings on one issue in their portfolio while others are neglected, and whether they are having a high percentage of introductory meetings with policymakers but not moving those relationships forward beyond early introductions. After identifying the relevant insights, Rosenkoetter can quickly take the information from Quorum and share it in a way that is meaningful for the organization’s executives. [post_title] => How S&P Global Tracks and Reports on Public Affairs ROI with Quorum [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => sp-global-case-study [to_ping] => [pinged] => [post_modified] => 2021-04-26 02:53:04 [post_modified_gmt] => 2021-04-26 02:53:04 [post_content_filtered] => [post_parent] => 0 [guid] => https://marketing-staging.quorum.us/?post_type=resources&p=2802 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) [queried_object_id] => 2802 [request] => SELECT wp_posts.* FROM wp_posts WHERE 1=1 AND wp_posts.post_name = 'sp-global-case-study' AND wp_posts.post_type = 'resources' ORDER BY wp_posts.post_date DESC [posts] => Array ( [0] => WP_Post Object ( [ID] => 2802 [post_author] => 12 [post_date] => 2020-05-28 22:08:42 [post_date_gmt] => 2020-05-28 22:08:42 [post_content] =>

Challenge: Sharing Information and Reporting Across a Global Team

Darlene Rosenkoetter, Global Head of Government Affairs and Public Policy at S&P Global, manages a team that works in the United States, Europe, and Asia. As a result of being spread around the world, her team needed a system to keep track of who each person was meeting with, what updates they had to share on a given issue in their portfolio, and what follow up was necessary. Then, they had to report on their impact to S&P Global’s executive team. “Originally my team was tracking everything in an Excel spreadsheet and that was a painful process. It took a lot of time,” Rosenkoetter said. “It’s really difficult sometimes to quantify the return on investment for government affairs. You can just count the number of meetings and that is interesting but it doesn’t really get to what your actual value is.”

Solution: A Digital Solution for Tracking Meetings and Measuring Your Impact

“Now we use Quorum as our technology tool and we use it for everything. . . . We manage all of our internal communications, our external communications to policymakers, and log all our meetings on this platform.” S&P Global uses this meeting tracking system to follow and report on all interactions, ranging from meetings to email correspondence and stakeholder attendance at S&P webinars.

Individuals Logging Interactions On-The-Go

Every logged interaction from the S&P Global government affairs team includes three key components— 1) identifying what issue was discussed 2) assigning the meeting a quality score and 3) explaining in greater detail what was discussed and any necessary follow-up to the meeting. S&P Global created fields for each of their notes for the issue discussed and the quality score. They measure meeting quality using factors they identified as relevant to them, including the seniority of the person they met with and how that person might be able to support their issues. In the future, they are considering adding a custom field for “Positive, Neutral, or Negative” to describe the sentiment of the meeting. When documenting what was discussed and any necessary follow-up items, team members can mention team members with @name if someone else needs to be notified of necessary action items. A number of Quorum features made adoption of this process easier across the S&P Global public affairs team. First, team members use Quorum’s mobile app for logging meetings on-the-go. [callout align="left" heading="Learn more about Quorum's mobile app." button_text="See the App" button_link="https://www.quorum.us/products/mobile-app/"] “The closer to the meeting that you can log your notes the better,” Rosenkoetter said. “Using the app to record meetings in the cab or outside the meeting has been highly successful. The longer you wait, the more likely you forget something that happened or who was there.” For email correspondence, S&P Global can cc “[email protected]” in the recipients’ field and email correspondence is automatically logged.

Analyzing Meeting Data with Ease

With meetings and interactions logged in Quorum, Rosenkoetter can analyze reports based on a number of variables with ease. Some insights Rosenkoetter and her leadership team look for include whether a key stakeholder has gone too long without an interaction, whether their team is holding a majority of their meetings on one issue in their portfolio while others are neglected, and whether they are having a high percentage of introductory meetings with policymakers but not moving those relationships forward beyond early introductions. After identifying the relevant insights, Rosenkoetter can quickly take the information from Quorum and share it in a way that is meaningful for the organization’s executives. [post_title] => How S&P Global Tracks and Reports on Public Affairs ROI with Quorum [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => sp-global-case-study [to_ping] => [pinged] => [post_modified] => 2021-04-26 02:53:04 [post_modified_gmt] => 2021-04-26 02:53:04 [post_content_filtered] => [post_parent] => 0 [guid] => https://marketing-staging.quorum.us/?post_type=resources&p=2802 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) ) [post_count] => 1 [current_post] => -1 [before_loop] => 1 [in_the_loop] => [post] => WP_Post Object ( [ID] => 2802 [post_author] => 12 [post_date] => 2020-05-28 22:08:42 [post_date_gmt] => 2020-05-28 22:08:42 [post_content] =>

Challenge: Sharing Information and Reporting Across a Global Team

Darlene Rosenkoetter, Global Head of Government Affairs and Public Policy at S&P Global, manages a team that works in the United States, Europe, and Asia. As a result of being spread around the world, her team needed a system to keep track of who each person was meeting with, what updates they had to share on a given issue in their portfolio, and what follow up was necessary. Then, they had to report on their impact to S&P Global’s executive team. “Originally my team was tracking everything in an Excel spreadsheet and that was a painful process. It took a lot of time,” Rosenkoetter said. “It’s really difficult sometimes to quantify the return on investment for government affairs. You can just count the number of meetings and that is interesting but it doesn’t really get to what your actual value is.”

Solution: A Digital Solution for Tracking Meetings and Measuring Your Impact

“Now we use Quorum as our technology tool and we use it for everything. . . . We manage all of our internal communications, our external communications to policymakers, and log all our meetings on this platform.” S&P Global uses this meeting tracking system to follow and report on all interactions, ranging from meetings to email correspondence and stakeholder attendance at S&P webinars.

Individuals Logging Interactions On-The-Go

Every logged interaction from the S&P Global government affairs team includes three key components— 1) identifying what issue was discussed 2) assigning the meeting a quality score and 3) explaining in greater detail what was discussed and any necessary follow-up to the meeting. S&P Global created fields for each of their notes for the issue discussed and the quality score. They measure meeting quality using factors they identified as relevant to them, including the seniority of the person they met with and how that person might be able to support their issues. In the future, they are considering adding a custom field for “Positive, Neutral, or Negative” to describe the sentiment of the meeting. When documenting what was discussed and any necessary follow-up items, team members can mention team members with @name if someone else needs to be notified of necessary action items. A number of Quorum features made adoption of this process easier across the S&P Global public affairs team. First, team members use Quorum’s mobile app for logging meetings on-the-go. [callout align="left" heading="Learn more about Quorum's mobile app." button_text="See the App" button_link="https://www.quorum.us/products/mobile-app/"] “The closer to the meeting that you can log your notes the better,” Rosenkoetter said. “Using the app to record meetings in the cab or outside the meeting has been highly successful. The longer you wait, the more likely you forget something that happened or who was there.” For email correspondence, S&P Global can cc “[email protected]” in the recipients’ field and email correspondence is automatically logged.

Analyzing Meeting Data with Ease

With meetings and interactions logged in Quorum, Rosenkoetter can analyze reports based on a number of variables with ease. Some insights Rosenkoetter and her leadership team look for include whether a key stakeholder has gone too long without an interaction, whether their team is holding a majority of their meetings on one issue in their portfolio while others are neglected, and whether they are having a high percentage of introductory meetings with policymakers but not moving those relationships forward beyond early introductions. After identifying the relevant insights, Rosenkoetter can quickly take the information from Quorum and share it in a way that is meaningful for the organization’s executives. [post_title] => How S&P Global Tracks and Reports on Public Affairs ROI with Quorum [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => sp-global-case-study [to_ping] => [pinged] => [post_modified] => 2021-04-26 02:53:04 [post_modified_gmt] => 2021-04-26 02:53:04 [post_content_filtered] => [post_parent] => 0 [guid] => https://marketing-staging.quorum.us/?post_type=resources&p=2802 [menu_order] => 0 [post_type] => resources [post_mime_type] => [comment_count] => 0 [filter] => raw ) [comment_count] => 0 [current_comment] => -1 [found_posts] => 1 [max_num_pages] => 0 [max_num_comment_pages] => 0 [is_single] => 1 [is_preview] => [is_page] => [is_archive] => [is_date] => [is_year] => [is_month] => [is_day] => [is_time] => [is_author] => [is_category] => [is_tag] => [is_tax] => [is_search] => [is_feed] => [is_comment_feed] => [is_trackback] => [is_home] => [is_privacy_policy] => [is_404] => [is_embed] => [is_paged] => [is_admin] => [is_attachment] => [is_singular] => 1 [is_robots] => [is_favicon] => [is_posts_page] => [is_post_type_archive] => [query_vars_hash:WP_Query:private] => 52ad1206ef24919c2c2062b5431d63c6 [query_vars_changed:WP_Query:private] => [thumbnails_cached] => [allow_query_attachment_by_filename:protected] => [stopwords:WP_Query:private] => [compat_fields:WP_Query:private] => Array ( [0] => query_vars_hash [1] => query_vars_changed ) [compat_methods:WP_Query:private] => Array ( [0] => init_query_flags [1] => parse_tax_query ) )

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