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

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

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

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