Managing Potential Supporters

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So someone signs up for your organization’s communications…now what? Do you have a process in place to follow-up with the people that have expressed an interest in your mission? Join us for a brown bag session where we’ll discuss the systems you need to effectively interact with potential volunteers, donors, and advocates who encounter your organization. We’ll share smart strategies for engaging community supporters.

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  • Know who your supporters are – esp. the whyPresent impactful, appropriate opportunitiesRecord actions & feed data back into analysisMove supporters up the “engagement ladder”Remember the ultimate goal is building relationships
  • Centralized storage space for all organizational data – one database, one copy for all staffRelational features (reduces redundancy, allows for cross-referencing of multiple sets of data)Ability to integrate data with website, email, other communication channels (including social media), event software, project management tools, financial records, etc.Send out communications (emails, receipts, reminders for events or classes)Track donations, grants, and fundraising campaignsEvent management (track attendance)Comprehensive record-keeping (make note of all contact dates, emails sent, receipts, meeting notes, etc.)Metrics, track milestones, reportingSet up campaigns and different levels of actions for different groupsAnalysis capabilities for better decision-making
  • Managing Potential Supporters

    1. 1. Managing Your Supporters
    2. 2. Npower Northwest• Vision: a thriving community with high performing nonprofits• Mission: to strengthen the nonprofit sector by catalyzing innovation and driving adoption of technology solutions
    3. 3. IntroductionsElissa ThomasHandsOn Tech Corps AmeriCorps VISTAServing at NPower Northwestvistastaff@npowernw.org
    4. 4. Road Map• Priority & Process• Getting Specific• Q&A
    5. 5. Set Goals Be clear about what you intend to do
    6. 6. Engagement goals• Know who your supporters are – esp. the why• Present impactful, appropriate opportunities• Record actions & feed data back into analysis• Move supporters up the “engagement ladder”• Remember the ultimate goal is building relationships
    7. 7. Ladder of engagement• At the bottom, communications are more automated and you can reach more people.• At the top, relationships are more personal and labor-intensive.
    8. 8. Definition: data management• Data management is the process of collecting, organizing, and managing data as an important organizational resource.• To manage data effectively is to bridge the gap between inputs – hard data sets – and outputs – information or analysis – that an organization can use to make decisions and demonstrate a measurable community impact.
    9. 9. Life cycle of data
    10. 10. Actual life cycle of data
    11. 11. Process review• What is your current process on recruiting and managing supporters?• How do you want it to look?
    12. 12. Use technology that helpsFit the technology to how you work,not your organization to the technology
    13. 13. 3 rules of data management• Standardize what you’ve got.• Use technology to collect what you don’t.• Be consistent.
    14. 14. Consistency, the cloud, and collaboration• Standardize data entry• Establish common formats• Make use of shared workspace tools• Set up a central repository
    15. 15. Cloud computing
    16. 16. Databases – Why use a CRM?• Centralized storage• Relational• Integrates with other channels• Useful for sending out communications• Tracks campaigns, events, etc.• Organizational record-keeping• Metrics & reporting• Allows customizable interactions for different constituent groups• Analysis capabilities for better decision-making
    17. 17. The Social CRM• Incorporates member’s social media profile information into the database• Tracks social media interactions alongside other data (donations, emails received, etc.)• Builds a list of social media followers who are NOT members in the database• Assists with member recruitment & retention• Allows for mapping of social connections
    18. 18. Metrics – data exhaust• # constituents/donors/volunteers/board members/program attendees• Facebook followers, likes, posts by your organization, comments on posts• Twitter followers, tweets by your organization, mentions, and retweets• Blog posts and comments• Newsletters sent, subscribed, unsubscribed, opened, clicked through• Website visits, visitors, page views, top referral sources, RSS subscribers
    19. 19. Measurement tools• Database reports• Facebook Insights• SocialBro for Twitter• Google Analytics for blog, website metrics• Newsletter software reports (MailChimp, Constant Contact, and VerticalResponse all include social media tracking)
    20. 20. Reflection• How do you see technology helping your constituent management process?
    21. 21. Take Aways• Priorities dictate process• Know your supporters• Standardize and share
    22. 22. Resources• NPower Northwest: www.npowernw.org• 501 Commons: www.501commons.org• NTEN: www.nten.org• TechSoup: www.techsoup.org• IdealWare: www.idealware.org
    23. 23. In closing“When you need a friend, it’s too late to make one” – Mark Twain
    24. 24. Thank You Elissa Thomas HandsOn Tech AmeriCorps VISTA vistastaff@npowernw.org
    25. 25. Q&A

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