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Chapter Dashboards – Part 3: Data Utilization – How to share & leverage your data


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On-demand webinar available here:

In this webinar, we'll discuss how to share the data you've already collected, how to leverage it to make data-driven decisions and provide examples of what other organizations are doing with their data.

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Chapter Dashboards – Part 3: Data Utilization – How to share & leverage your data

  1. 1. Data Utilization – How to share & leverage your data Chapter Dashboards – Part 3:
  2. 2. What’s Measured is Real  Aligning your organization  Engage to create  Setting KPIs Part 1 Series Overview Gather, Rather Than Hunt For Your Data  How to find the data Data Utilization How to Share & Leverage Data  Putting your data to use  Keeping cadence Part 2 Part 3 watch?v=2_KGW-_6sos tch?v=1UQKPiEh1A4
  3. 3. Today’s Learning Objectives Process Understanding and reflecting on how data is shared in your organization Next Steps How data is used to make decisions in your organization Tools What data do you already have that would be valuable to yourself or other decision makers?
  4. 4. Kyle Bazzy Director of Growth Proud Detroiter Billhighway Technology that solves real problems exclusively for component-based organizations Founded in 1999 Why Are We Qualified?
  5. 5. use-data-make-better-frederic-kalinke Why Should You Use Data? 01 Data is truth 02 Data improves things 03 Data predicts the future 04 Data breeds innovation 05 Data is your competitive edge
  6. 6. When done right, the chapter experience can be one of the biggest drivers of member retention. ARMA members named their chapter engagement as their top benefit on member- satisfaction surveys, [Trevor] Mitchell said. “If we’re investing in them, it increases our national retention rate and growth rate.” “75% of business leaders in North America and Europe believe they are fully taking advantage of data, only about 4% of them are actually doing so.” Global Study from PricewaterhouseCoopers (PwC) and Iron Mountain 75% 4%Vs.
  7. 7. Process #1 Access Who has access to the data? #2 Communication Create a cadence #3 Format Decide what is most effective RINSE AND REPEAT
  8. 8.  Choosing format that is right for your team  K.I.S.S  Is it easy to update?  Choosing tools #1. Format
  9. 9. Paralysis by Analysis Over-analyzing (or over-thinking) a situation so that a decision or action is never taken
  10. 10.  Is it visible?  Can you tell if people are viewing it?  What are you doing to ensure people see it?  How often is it updated?  Can they access it easily? Anytime they want?  If in office, is it written on the wall? #2. Access
  11. 11.  Cadence. Cadence. Cadence.  Traction Level 10 Meetings (example)  Consistency > Quality  Less is often better #3. Communication
  12. 12. Decision Making Think Know Prove Need data to make know You have results to back up the data – what data do you need to prove this out? Proved it, so ask for more budget
  13. 13. Think Know Prove Integrating members’ membership expiration date into email newsletters with a link to renew will increase renewals That link is the number- one most clicked link on any emails that we send at any time Need conversation number from link to membership renewals Example: Decision Making
  14. 14.  The majority of Association of Widget Professionals (AWP) membership drops off after 3 years.  Data shows that if they keep the member for 4 years, then they’re there for then life.  Most might think: “We need to send more renewal notices to third- year members.”  But you need to dig deeper and review patterns TIP: Start Small
  15. 15. At BH we have an idea to build a community for CRPs Example: Start Small 01 We surveyed CRPs 02 Instead of making a big bet, we are going to make a series of small ones  Going with LinkedIn Group instead of buying community software 03 When we learn from the small bets, we will make decision on big bet  If we find the community is solving problems for CRPs then we will invest into software, better tools, etc. (based on feedback)
  16. 16.  Have you witnessed a change in behavior?  Have you asked chapter leaders what will incentivize them?  What has worked/hasn’t worked in the past? Influencing Behavior
  17. 17. Influencing Behavior
  18. 18.  Fear of not knowing how to do it “right”  Fear of finding out things that contradict conventional wisdom  Fear of having to do things differently as a result of what the business intelligence is telling them TIP: Fear is Normal
  19. 19. Release dashboard 80% of chapters didn’t file taxes on-time Mediocrity becomes status quo TIP: Understand Pitfalls Summary: Relying too heavily on existing data, might not lead to end goals
  20. 20. Lessons Learned 01 Know what your goals are02 Find out what others are doing & replicate 03 Create a plan to share data Be aware of pitfalls04
  21. 21. If you could have any tool or template to help you with a current project, what would it be? Question
  22. 22.  Chapter Dashboards  Chapter ROI  Volunteers  Chapter/National Collaboration  Or something completely different – your choice! Date: Tuesday, November 22nd Time: 12:00-12:45 PM E.S.T. CRP Talk What will we talk about? Anything you want!
  23. 23. Knowledge Bank bank/association/
  24. 24. Q&A – Ask Away!