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Learn How To

Use Acumen's Lean Data framework as an alternative to the traditional "monitoring and evaluation" approach
Pinpoint data collection opportunities in your customer journey
Create a streamlined survey to understand why your product, service or program is meaningful to customers
Identify an appropriate technology to rapidly collect data
Run a Lean Data sprint within your own organization
Present customer insights and recommendations to stakeholders

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Course Syllabus

01

LEARNING TOOLS

5 reading guides highlighting case studies and examples

5 workshop guides to structure the development of your own Lean Data approach

Video tutorials from mobile survey providers

02

SECTION 1: THE LEAN DATA MINDSET

Video: Introduction to the Course

Video: The Need for Human-Centered Data Collection

Video: What is Lean Data?

Video: How Lean Data Compares to RCTs

Video: A Story of Lean Data in Action

Video: Case Study: How Lean Data Changed a Tutoring Program

Video: How to Define a Customer Promise

Reading: The Lean Data Mindset

Reading: What is Lean Data?

Reading: Why is Lean Data Needed?

Reading: Perceptions vs. Reality

Reading: Who is Lean Data for?

Reading: The Lean Data Approach

Reading: The Core Tenets of a Lean Data Approach

Reading: Putting Lean Data into Practice

Case Study: Edubridge

Activity: Design Your Customer Promise

Activity: Scope Your Lean Data Challenge

03

SECTION 2: EMBEDDING LEAN DATA INTO YOUR CUSTOMER JOURNEY

Video: The Typical Steps in a Lean Data Process

Video: What Can Lean Data Help You Learn?

Video: When Should You Use Lean Data?

Video: How to Build a Customer Journey Map

Reading: Embedding Lean Data into Your Customer Journey

Reading: Embed Lean Data into Existing Operations

Case Study: IkamvaYouth

Activity: Build Your Customer Journey Map

04

SECTION 3: BUILDING YOUR LEAN DATA SURVEY

Video: Design Principles for a Great Lean Data Survey

Video: 3 Things to Avoid When Writing Surveys

Video: How to Formulate a Great Lean Data Question

Video: Introduction to Core Insight Surveys

Reading: Build Your Lean Survey

Reading: Crafting the Right Questions

Reading: Rules of Thumb for Developing Lean Data Surveys

Reading: Two Standard Questions to Consider Asking—NPS and CES Scores

Reading: Final Words of Advice

Case Study: Dr. Consulta

Activity: Draft Your Survey Questions

05

SECTION 4: PICK YOUR TECHNOLOGY

Video: Overview of Remote Surveying Techniques

Video: Overview of Mobile Surveys

Video: Overview of Phone Surveys

Video: Overview of Interactive Voice Response

Video: Overview of Online Survey Tools

Video: How to Select the Right Technology to Use With Your Survey

Video: How to Calculate Sample Size

Video: The Pros and Cons of Self

Reported Data

Video: Addressing Cultural and Linguistic Differences

Reading: Pick Your Technology

Reading: A Mobile Phone in Every Pocket

Reading: 6 Primary Ways to Survey People

Reading: Specific Technology Recommendations

Reading: Best Practices

Reading: Lessons from the Field

Case Study: Solar Now

Activity: Choose Your Technology

06

SECTION 5: IMPLEMENT, EMBED, SHARE

Video: Case Study: How Lean Data Was Embedded in a Solar Company

Video: How to Start Analyzing Your Data

Video: How to Take Lean Data Forward

Reading: Making Decisions Based on Data

Reading: Moving from Data Collection to Building a Customer Insights Engine

Activity: Start Surveying

Activity: Create a Micro Lean Data Presentation

Activity: Summary Deck

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The course was incredibly helpful. It was also a great platform for meeting people from nonprofits and social enterprises working on similar challenges.”

Emma

Course Description

In this course, you’ll learn the Lean Data methodology, a new way to collect insights from customers in order to measure your outcomes and make decisions that maximize impact.

This course is designed for social enterprises and nonprofits who are looking for an agile, effective and low-cost way to better understand their customers and assess social impact. It is not specifically designed for experienced monitoring and evaluation professionals – although they may find useful tips and suggestions, especially with respect to remote surveying techniques such as phone calls and SMS.

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Supported By

For more than 100 years, The Rockefeller Foundation’s mission has been to promote the well-being of humanity throughout the world. Together with partners and grantees, The Rockefeller Foundation strives to catalyze and scale transformative innovations, create unlikely partnerships that span sectors, and take risks others cannot - or will not.

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60 Decibels makes it easy to listen to the people who matter most. Our Lean DataSM approach turns customer voice into high-value insights that help businesses maximize their impact. We have a network of 120+ trained Lean DataSM researchers in 30+ countries who speak directly to customers to understand their lived experience. By combining voice, SMS, and other technologies to collect data remotely with proprietary survey tools, we help clients listen more effectively and benchmark their social performance against their peers.

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