There are a variety of ways in which organizations may react to outcomes of performance metrics. It may serve as a catalyst to a specific activity relating to performance (i.e., an improvement plan) or performance metrics may be used solely for statistical information. If closely tied to work output, performance metrics should usually encourage improvement, effectiveness and appropriate levels of control.
Make sure what you are measuring has meaning and logic/tied to an attainable goal Try to get agreement to measure same parameters each year for long term comparisons
Management and fundraisers need to share a consensus of PM Managers - understand and support logical and meaningful measures Why count at all? What are long-term implication Measuring without understanding Fundraisers - understand & able to work according to measures
Performance Metrics in the Development Office Emma Amuti Association of Fundraising Professionals (AFP) Philadelphia - September 17, 2009
Performance Metrics Framework Source: EduVentures, Inc. , Measuring Gift Officer Performance, Draft Proposal, March 5, 2007
Performance Management Variables Source: EduVentures, Inc. , Measuring Gift Officer Performance, Draft Proposal, March 5, 2007 Stewardship Visits Solicitation Visits Cultivation Visits Dollar value of solicitations assists* Assess/Qualif. Visits % prospects in X stages* # of solicitation assists* First Contact/New Prospects Dollars raised as a percentage of goal/portfolio* # prospects removed* Dollar value of solicitations* E-Mails Dollar Value of Solicitations* # prospects added* # of solicitations* Phone Calls Unit operating within budget Dollars committed* # prospects* Gift discussions Face-to-face visits* Management objectives Dollars raised Prospect Mgmt Metrics Solicitation Activities Performance Metrics