In the telephony world, the term "phone tree" has at least two
meanings. One refers to the list of options ("For Sales, press 1")
that one must navigate when calling a large organization. Terms
often associated with this type of phone tree include "purgatory"
and "Hades".
Another type of phone tree is used by groups that want to share
emergency alerts or other news to members of the group. The message
may be an emergency notification or simply a reminder of a change
in the practice field for the 10 year old fast pitch team. With
this phone tree, an individual calls several members of the group
who, in turn, calls several members of the group, and so on, until
everyone in the group has received the message. This type of phone
tree is also known as a call tree or calling tree.
For two or three years, I participated in arranging an annual call
tree for a local volunteer organization with several thousand
members. We wanted to see how many members of the organization
could be contacted on a given Saturday as a test of how effective
we might be in contacting these people in an emergency.
The organization was divided into 10-12 groups. The head of each
group was to determine the best method to call the people in their
respective groups. Some groups had one person call several people
and those people, in turn, called several other people. At least
one group had just a few people each contact many people.
What we learned from these tests was that the groups that reached
the most people were those groups where a few people made many
calls, as opposed to the groups where many people made just a few
calls each. This is because the latter method has more potential
points of failure.
Here are two additional suggestions to give your call tree even
higher success rates. The first is to automate your call tree.
Using a hosted or SaaS solution, you can send thousands of
emergency alerts for just pennies per delivered message. The second
suggestion is to contact people using multiple modes
simultaneously, such as home phone, office phone, cell phone, email
and SMS text.
No matter what you name it, a call tree is only effective if it
delivers messages quickly, accurately, and inexpensively, and if
doing so depends only on one person setting the process in
motion.