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Synthesis Report

TimeBank Toolkit project 2021

Prepared by Malcolm Fitzgerald & john gieryn for the Software Working Group of TBANZ

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Too Long; Didn’t Read (TLDR)

We have interviewed coordinators of Timebanks in Aotearoa New Zealand. Our questions focussed on the activities that were the most common, the most difficult, and the imaginary tools that are most wanted.

After transcribing the interviews we used cluster and ranking methods to visual the responses in aggregate. This methodology produces “at-a-glance” results and allows rapid reiteration, allowing us to synthesise information and get high-level abstraction simultaneously.

The outcome of the process is a set of themes which we plan to address in the toolkit. While it is obviously a significant point of friction, Community Weaver 3 is not the biggest problem. With that knowledge we can confidently predict that more, or different, software will neither change nor resolve the problem.

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TLDR – Key findings

We found that the motivating value for timebank coordinators is the wellbeing that comes from connecting with people in the community and nurturing those relationships. This is heart-centered activity.

The majority of their time is spent in four domains: onboarding, outreach, engagement and administration.

Coordinators felt most successful when onboarding was quicker, and more personal; when events were attended and appreciated; when administration/compliance could be performed easily. In other words, when their activity corresponds with their motivations.

Time spent in onboarding and administration domains is dominated by legal, bureaucratic, and administrative tasks that are numerous, necessary, and more or less difficult, according to the personal skills of the coordinator.

The domain of engagement encompasses and extends beyond onboarding and outreach; it is, however, harder to provide effective technological solutions for the many varied ways that people engage in that more relational aspect of the work.

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What guided this work?

Who this is for

We aim to benefit:

— the coordinators, steering committees, and admins, of Aotearoa New Zealand’s timebanks

— new or old, big or small, rural or urban

— the practice of timebanking, in its many flavours

…keeping the core values of reciprocity and community – and the people who bring it to life – at heart.

Our guiding star

We are looking for some wins, now, and down the track, as illustrated here:

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“Technology will not replace great teachers, but technology in the hands of great teachers can be transformational." –George Couros

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More on our ‘guiding star’

  • This can’t be “everything to everybody” – the deliverables are meant to solve some specific problems for (as many) specific people (as possible)
  • It’s important that solutions are “low code” or “no code.” Tools that our data can be exported from, and have ability to recover when something goes wrong
  • What are the low-hanging fruit? …significant pains that we could fix?
  • We’re prepared to be opinionated about what can be generalized, what can be useful across more than a few of ANZ’s timebanks, in or near the realm of technology

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Personas – Coordinators

  • From volunteer committees and unpaid coordinators up to part-time staff with full-time administrative support*
  • From process-oriented & structured to intuitive & adaptive people connectors
  • From tech savvy to tech averse
  • From uni students to retirees

*in the case of Anna Dunford and Kate White �in far north and semi-rural Canterbury, �Tai Tokerau & MCT, respectively

JOBS

• Conceptual (eg, visioning)

• Onboarding

• Engagement

• Administrative

• Reporting� • People coordination

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Timebanks by the numbers

We interviewed

  • 20 timebanks *
    • from 19 discrete areas
    • 16 of which were active
  • At least 31 people
    • in 26 sessions

Members

  • 10 to 880 (range)
  • 237 on average

Trades per month

  • up to 100 (range)
  • 36 on average

* Tai Tokerau counts for 2 it has one higher level management structure, but multiple coordinators and wide spread), Taranaki counts for 1 (less active spread) and Auckland Central plus Māngere count for one

active means trades are happening on a regular basis

Who’s missing? In terms of potentially active timebanks, we didn't hear back from 6 or 7, possibly missing 2 or more nascent, just forming, ones.

Who’s inactive? Three historically active have become inactive, Wairarapa, Ōtaki, & Sumner. Tākaka’s just getting going. Taranaki would have constituted several in the past, may grow again.�

not counting Kainga Ora

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By the numbers – continued

Paid coordinators: 87% *

Require MOJ or Police Check:

  • Always: 2
  • Sometimes or Always: 4
    • ie, 25% do an MOJ at least sometimes *

Membership fees:

  • 56%
  • A fair number do it just at the start, or ad hoc

Public-facing office: 69% have access

* all percentages are calculated as percent of active timebanks (16)

5 (38%)* have more regular access to a (dedicated) public-facing office

Guardian angels: 25%

Weekly or monthly meetups: ~ 25%

Working bees: ~ 25%

Commute distances: 25% +

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By the numbers – continued

How many active timebanks are using…

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How we went about it

  • We identified coordinators’ jobs or tasks to identify needs & opportunities; knowing where coordinators spend a lot of time, get tripped up, or staunchly avoid work that they know could help are areas of interest
  • We collected the wishes and pains, what made coordinating difficult, painful, or reduced the time available that coordinators would otherwise spend with members
    • We also kept in mind people’s hopeful outcomes, ‘what makes a good day…’ When people said ’it would be great if’ we took note of the ‘gain’ that was being realised
    • We ranked CW3 wishes & pains
  • We looked for patterns across top pains, gains, and wishes
  • We brainstormed opportunities, (1) for the toolkit, (2) for SWG going forward, and�(3) for CW3

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The member’s “signing up” journey

Activation means the phase where the member learns what they need to know to participate at the basic level

Retention means the phase where the member is getting value and is hopefully inviting friends

WoM means ‘word of mouth’

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Where we will focus

Work that all coordinators are involved in:

  1. Signing up and related processes
  2. Broadcast communications & marketing
  3. Admin

Direct engagement with members, one to one or in small groups, is of course a big part of the work, but this is much less generalizable.

Most painful for most people

Less people or less pain

1

2

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Top finding – towards the Toolkit

Many mutual aid (timebank-like) groups use low-code or no-code tools. We think the toolkit may invite timebanks to embrace this approach and even celebrate it:

  • “by building the house the house builds you”
  • the choice of tools, and their setup, can store learnings
  • They can be imbued with your values
  • …making succession easier

We think the findings point to a “duct tape” approach, for now.

They are adaptable, don’t require high technical skills, nor large amounts of money.

…if these were duct taped to the phone

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Top finding… continued

…we also acknowledge that sometimes you can shortcut or reduce friction with technology that’s been developed with you (in mind, or participating).

With these both in mind, we imagine the toolkit will be:

  • a useful succession document
  • help you become less CW3-dependent
  • offer you and your timebank a healthy approach to adopting technology
  • …and some guides to choosing and using tools, based on the needs identified during interviews.

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Analysis: Cluster and Rank

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Analysis: Finding Opportunity

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Opportunities (higher priority)

  • Tool recommendations with helpful examples
  • Introduce process & workflow tools
  • Demonstration ‘zap’ integrations
  • Considerations for how to smooth�the “critical path” of signing up
  • Tools to keep bringing non-members along towards membership

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Findings (lower priority)

  • We may try to create a set of different recommended setups for the toolkit, eg, a section for:
    • “Call Me! Kate,” the highly mobile coordinator
    • “Desktop Danni,” the in-office coordinator
    • “Tech-shy Tony,”: the pen & paper preferred coordinator

Out of scope, but worth capturing

  • collating stories – locally, but also nationally, as per Kahn’s suggestion here

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Other resources we’ll likely include

  • Softwares, tools, & templates general list
  • Access to our data collection & ‘thinking board

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He maurea kaiwhiria!

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CW3 – improving the platform (insights & opps)

Push notifications and app (with unread indicator)

Post offer/request to social media (more useful export formats)

Automations & Integrations

Obtaining specific metrics

Better broadcast tools: content and communications

More appealing & resonant (more visual & simple, local reo…)

Less catalysing falls on coord. (relevant notifications to user, better search…)

Better tools for events (promotion)

Learning to use CW3

CW3 Configuration

Neighbourhoods

Categories

Tags

Pro-forma email

Testing email settings

Wants and Wishes

Green Fields

Muddy Waters

CW3 Configuration

Community Timebanks

Sign-up Options

Multi-user activity ( security / accounts )

Page Display Controls

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Going forward

We will be looking for opportunities that will support the broader goals of timebanking for Aotearoa New Zealand timebanks. The primary goals are social and have collective benefits for the community.

In an organisation that prioritises social engagement and community well-being we want to consider what that looks like.

Maximise the productivity of the inputs from coordinators and volunteers?

Maximise the social and collective benefits for the community?

These are still business processes. They aren’t driven by for-profit motives, but the challenges are similar.

Appropriate tools: minimise administration, minimise the cognitive load; minimise the manual effort required to perform the work.

Wrong toolkit may undermine the community by taking time/energy away from the primary goals.

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Going forward

Software Fees: Free options tend to present high hurdles. They may require much more manual intervention, or more advanced skills, or limit access to the more powerful features.

We should evaluate the buried costs of tools that impede the coordinators from their social and communal activity. Software fees should be valued against these buried costs, eg, opportunity lost by having staff productivity impeded by bad tools.

Where we will not go

We are not undertaking member/user-based research into Community Weaver.

We are not looking for a silver bullet. The issues do arise from a common set of needs/causes but the outcomes/desires differ so much that one size fits all solution will please and dissatisfy in equal measure.