Your data is talking...are you listening by KELL Partners
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Your data is talking...are you listening by KELL Partners

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Your data is talking...are you listening by KELL Partners Your data is talking...are you listening by KELL Partners Presentation Transcript

  • Sandra Jensen and Kevin Burpo
    KELL Partners
    1
    Your Data is Talking… Are You Listening?
    KELL Partners
  • About KELL Partners
    2
    KELL Partners
  • Inspiration
    Coca-Cola and Melinda Gates
    What NPOs can learn from for-profits
    3 Major Points
    Use real-time data to immediately improve what you’re doing
    Use and acquire local entrepreneurial talent
    Market your mission
    Talking to NPOs
    Blogs from Beth Kanter and Kurt Voelker
    KELL Partners
    3
  • Session Agenda
    Capturing Data
    Using the Data
    Measuring Success
    Real time
    Long term
    How Database Tools Can Help
    Questions
    KELL Partners
    4
  • Capturing Data
    NPOs have tons of data (silos)
    KELL Partners
    5
  • Standard NPO Data Points
    Fundraising
    Communication
    Programs
    Finance
    KELL Partners
    6
  • Fundraising – Start Simple
    Donations Raised
    Number of Donors
    Average Donation Amount
    Campaign Comparisons
    Change Over Time
    KELL Partners
    7
  • Fundraising – The Next Level
    Start looking at models and trends
    LYBUNT
    SYBUNT
    Data stats over time
    Generational giving
    Channel comparison
    Pipeline of grants
    KELL Partners
    8
  • Communication – Start Simple
    Email Open Rates
    Email Response Rates
    Website Visitors
    Facebook Friends
    Twitter Followers
    KELL Partners
    9
  • Communication– The Next Level
    Web page referrals
    Twitter Re-Tweets
    Google Analytics
    Facebook Analytics
    Conversion Path
    Segmentation
    KELL Partners
    10
  • Program Metrics – Start Simple
    Staff Time
    Volunteer Time
    Costs (equipment, location, etc…)
    Program Funding
    Event Attendance
    Margin (Cost v. Profit)
    Impact!
    KELL Partners
    11
  • Finance – Start Simple
    Year Over Year Comparisons
    Profit v. Loss
    Budget v. Actual
    Short Term Projections
    Long Term Projections
    Campaign Comparison
    KELL Partners
    12
  • Using the Data
    Share your data
    Evaluate data in real time
    Data storytelling
    Contextualize your data with outside data
    Recognize different people need different data
    KELL Partners
    13
  • Use Tools
    CRM – Salesforce.com; Convio Common Ground/Luminate
    KELL Partners
    14
  • Use Tools – cont’d
    Web Analytics - Google Analytics, WebTrends
    Email – Vertical Response, Constant Contact
    Social - Facebook Analytics
    KELL Partners
    15
  • Let’s Collaborate ~ WITS
    Writers in the School Houston
    Engages children in the pleasure and power of reading and writing.
    Have in school programs, after school programs and camps
    Provide Professional Development
    Any ideas for data that they should track?
    KELL Partners
    16
  • WITS Metrics
    KELL Partners
    17
  • How do I get started?
    KELL Partners
    18
    Take stock of your technology
    Know/Define your goals
    Connect your technology to your goals
    Create your reports
  • In Conclusion
    Set your goals
    Find balance
    Track data in real time
    Use your data to tell your story
    Shift culture
    Don’t get mired in the details
    KELL Partners
    19
  • Questions?