Data-Driven Decision-Making for Nonprofits              Rena Cheskis-Gold                November 28, 2012A Service   Of: ...
INTEGRATED PLANNING            Advising nonprofits in:        www.synthesispartnership.com            • Strategy          ...
www.mission.doA Service   Of:                  Sponsored by:
Today’s Speaker                                     Rena Cheskis-Gold                                            Principal...
Data-Driven Decision-Making       for Nonprofits                            Rena Cheskis-Gold                             ...
“Planning”     Planning isn’t just for physical planning     Strategies that deserve a full data-driven        decision-ma...
Webinar Schedule      • Introduction      • 12 process steps      • 1-page project brief      • Data steps: more detail   ...
The Tale of Community Center Classes    Problem: Will a new online delivery method be effective and popular?   PresentPlan...
Articulate                    12 Basic Planning StepsMission and GoalsStakeholder Input  Existing Data       Data Steps   ...
Articulate                    BackgroundMission and GoalsStakeholder Input   Step 1: Articulate Problem                   ...
Articulate                    DataMission and Goals                    Step 3: Stakeholder InputStakeholder Input         ...
Articulate                    Report & PresentMission and GoalsStakeholder Input   Step 6: Report                    • Ana...
Articulate                    OutcomesMission and GoalsStakeholder Input                    Step 8: Planning Steps        ...
Articulate                    AssessmentMission and GoalsStakeholder Input   Step 11: Assessment                    • Matc...
Articulate                    Clarify ProcessMission and GoalsStakeholder Input        Project Brief  Existing Data   Benc...
8-Step Project BriefBackground       What was the catalyst for the project? Why Now? Opportunities? Challenges?           ...
Articulate       Deeper Look:Mission and Goals   Stakeholder InputStakeholder Input  Existing Data     • Interviews   Benc...
Articulate                    SurveysMission and GoalsStakeholder Input   When to Do a Survey?                    • Repres...
Articulate                    Cautions of Survey DesignMission and GoalsStakeholder Input                    • Actionable ...
Articulate                    Survey Tech TopicsMission and GoalsStakeholder Input   • Pick best tools *  Existing Data   ...
Articulate                    Focus Groups and InterviewsMission and GoalsStakeholder Input   Definition                  ...
Articulate                    Existing DataMission and GoalsStakeholder Input   Types                    •Demographics  Ex...
Articulate                    BenchmarkMission and GoalsStakeholder Input   • Comparisons: Competitive, similar, structura...
Articulate                    More DataMission and Goals                    DataStakeholder Input   • Dashboard  Existing ...
Thank you for attending.                   Rena Cheskis-Gold            rena@demographicperspectives.com                  ...
Find listings for our current season               of webinars and register at:                 NonprofitWebinars.comA Ser...
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Data Driven Decision Making for Nonprofits

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“Someone told us we need to do a survey,” the process often begins. A survey is only one piece of a data-driven strategic process, which really begins with articulation of the core issue, and ends with an assessment of how the strategy worked. In this session we will learn the 12 stages of a data-driven process, and show a full illustration of a project. Participants will also learn how to put together a simple one-page project planning brief.

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  • Did you find this presentation helpful and would like to see more of our sessions? Feel free to register for any of our upcoming NonprofitWebinars sessions here: http://nonprofitwebinars.com/webinars/

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Data Driven Decision Making for Nonprofits

  1. 1. Data-Driven Decision-Making for Nonprofits Rena Cheskis-Gold November 28, 2012A Service Of: Sponsored by:
  2. 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.comA Service Of: Sponsored by:
  3. 3. www.mission.doA Service Of: Sponsored by:
  4. 4. Today’s Speaker Rena Cheskis-Gold Principal Demographic Perspectives, LLCAssisting with chat questions: Hosting:Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis PartnershipA Service Of: Sponsored by:
  5. 5. Data-Driven Decision-Making for Nonprofits Rena Cheskis-Gold November 2012 Webinar for Nonprofitwebinars.org © 2012 Demographic Perspectives, LLCwww.demographicperspectives.com Demographic, Market, and Survey Research ph / fx (203) 397-1612
  6. 6. “Planning” Planning isn’t just for physical planning Strategies that deserve a full data-driven decision-making & planning process • Participant recruitment and retention Present • Fundraising strategies targeted to specific populations • Program development/assessment/ evaluation and outcomes • Grant writing/renewal • Alumni connection, and event-planning • Revising communication materials Assess Modify © 2012 Demographic Perspectives, LLC
  7. 7. Webinar Schedule • Introduction • 12 process steps • 1-page project brief • Data steps: more detail • Your input and questionsCommunicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  8. 8. The Tale of Community Center Classes Problem: Will a new online delivery method be effective and popular? PresentPlanning StepsCommunicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  9. 9. Articulate 12 Basic Planning StepsMission and GoalsStakeholder Input Existing Data Data Steps Benchmark Report Present Planning Steps Communicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  10. 10. Articulate BackgroundMission and GoalsStakeholder Input Step 1: Articulate Problem • Underlying vs. Immediate Existing Data • Influence vs. Accept Benchmark • Challenges and Opportunities Report Present Step 2: Clarify Mission and Goals • Definitions Planning Steps • Examples Communicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  11. 11. Articulate DataMission and Goals Step 3: Stakeholder InputStakeholder Input • Interviews Existing Data • Surveys • Focus Groups Benchmark Report Step 4: Existing Data • Administrative software Present • Other collected data Planning Steps Step 5: Benchmark Communicate • Types Implement Other types of Data Assess Modify © 2012 Demographic Perspectives, LLC
  12. 12. Articulate Report & PresentMission and GoalsStakeholder Input Step 6: Report • Analysis: Simple vs. Complex Existing Data • Tech Topics Benchmark • Integrate • Strategy Report Present Step 7: Present Planning Steps • Style Communicate • Audiences • Feedback Implement Assess Modify © 2012 Demographic Perspectives, LLC
  13. 13. Articulate OutcomesMission and GoalsStakeholder Input Step 8: Planning Steps • Incorporate feedback Existing Data • List strategies • Prioritize strategies Benchmark • Refine project brief Report Present Step 9: Communicate • Who needs to know? Planning Steps • Community building • Marketing Moment Communicate • Tech Topics Implement Assess Step 10: Implement • Begin core strategy! Modify © 2012 Demographic Perspectives, LLC
  14. 14. Articulate AssessmentMission and GoalsStakeholder Input Step 11: Assessment • Match to goals Existing Data • Measurement of achievement Benchmark • Unexpected achievement • Tools Report Present Step 12: Modify* Planning Steps • Prioritize • Set up to Succeed Communicate Implement * See Planning Steps Assess Modify © 2012 Demographic Perspectives, LLC
  15. 15. Articulate Clarify ProcessMission and GoalsStakeholder Input Project Brief Existing Data Benchmark • Consolidate thinking on one-page Report • Practical, not theoretical Present Planning Steps Communicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  16. 16. 8-Step Project BriefBackground What was the catalyst for the project? Why Now? Opportunities? Challenges? What is to be accomplished? What is the methodology to be utilized?Goals Who is the project about, and for? Is there a priority population for the plan?Population In the end, if you had 5 minutes to present to the Executive Director or BoardMessage Chair, what would that slide say? What is needed to get your message across to your audience, e.g., a full report,Deliverables just charts with text, illustrations, statistics/quotes, just bullet-pointed slides? Is there an end date for the project that is tied to a calendar date? Seasonal?Timeline If this is a repeating process, is there a specific season to target, or to avoid? What is the proposed budget? Where will the money come from? How muchBudget room is there for budget overrun? Which internal constituents/offices need to be represented in the process?Staff Will this process be done in-house, with consultants, or a hybrid? © 2012 Demographic Perspectives, LLC
  17. 17. Articulate Deeper Look:Mission and Goals Stakeholder InputStakeholder Input Existing Data • Interviews Benchmark • Surveys Report • Focus Groups Present • No pre-set ‘order’ of methodologies Planning Steps • Feedback loop from one to the next • Each requires own Process Brief – who will be Communicate doing each task, timeline, etc. Implement Assess Modify © 2012 Demographic Perspectives, LLC
  18. 18. Articulate SurveysMission and GoalsStakeholder Input When to Do a Survey? • Representative population Existing Data • Subgroup analysis Benchmark Report 3 Purposes of a Survey Present • Baseline • Marketing message Planning Steps • Builds community Communicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  19. 19. Articulate Cautions of Survey DesignMission and GoalsStakeholder Input • Actionable questions Existing Data • Meaningful scales Benchmark • Limit open-ended responses Report • Don’t overburden Present Planning Steps Communicate Scales Option 1 ---> Poor Fair Neutral Good Excellent Option 2 ---> Poor .. .. .. Excellent Implement Option 3 <--- Excellent Good Neutral Fair Poor Assess Unacceptable Poor Good Very Excellent Good Modify © 2012 Demographic Perspectives, LLC
  20. 20. Articulate Survey Tech TopicsMission and GoalsStakeholder Input • Pick best tools * Existing Data • Boilerplate Charts Benchmark • Pre-Test Report • Response Rates & Follow-up Present Quality of Response Rates Planning Steps Excellent 55% Good 45% Communicate *Selected Tools: •QuestionPro Acceptable 30% Implement •Qualtrics •SurveyGizmo 0% 20% 40% 60% 80% 100% Assess Response Rate Modify © 2012 Demographic Perspectives, LLC
  21. 21. Articulate Focus Groups and InterviewsMission and GoalsStakeholder Input Definition • Not representative Existing Data • Complex topics Benchmark • Quotes and color Report Can be conducted at different points in Present planning process • Making the case Planning Steps • Pre-test new ideas Communicate Interviews vs. Focus Groups Implement Assess Modify © 2012 Demographic Perspectives, LLC
  22. 22. Articulate Existing DataMission and GoalsStakeholder Input Types •Demographics Existing Data •Other Statistics Benchmark Report Source • Participant lists Present • Program statistics Planning Steps • Nonprofit management and fundraising software * Communicate Implement *Fundraising Software: Industry leader: Razor’s Edge; Good small option: GiftWorks. Assess Modify © 2012 Demographic Perspectives, LLC
  23. 23. Articulate BenchmarkMission and GoalsStakeholder Input • Comparisons: Competitive, similar, structural, consortial, aspirational Existing Data • Best practices and hot topics Benchmark Marketing Materials Online Report Organization Dates and Sample Scholarship Past Cost Schedule Info participant quotes Present Camp A X X Camp B X X X X Planning Steps Camp C X X X Camp D X X X Communicate Welcome to Plan-a-Gift®, our unique interactive Upcoming Events Attend professional get-togethers, Implement Planned Giving service. sporting events, and community galas. Assess Modify © 2012 Demographic Perspectives, LLC
  24. 24. Articulate More DataMission and Goals DataStakeholder Input • Dashboard Existing Data Methodology Benchmark • Excel Pivot Tables Report • Modeling Present • Mapping • Emerging topics Planning Steps Communicate Implement Assess Modify © 2012 Demographic Perspectives, LLC
  25. 25. Thank you for attending. Rena Cheskis-Gold rena@demographicperspectives.com (203) 397-1612www.demographicperspectives.com Demographic, Market, and Survey Research ph / fx (203) 397-1612
  26. 26. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:

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