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Tracking Chapter Effectiveness: Tips for Creating Powerful Dashboards

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Tracking Chapter Effectiveness: Tips for Creating Powerful Dashboards

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How many of us struggle with getting chapter volunteers to submit reports? How many of us have a file folder full of individual spreadsheets or reports? Maybe you even have some great chapter data, but are you able to make this data meaningful for your chapters, your board or even your staff? When attempting to track chapter effectiveness, knowing what to measure is just one part of the equation. The other is knowing how to collect, store and share that data, in addition to recognizing and tracking the data trends.

Check out this webinar where we share tools and tips for creating benchmarking dashboards that give input to your chapters and staff. In this webinar, you’ll hear stories from other associations on what methods they have used to leverage their data, and how they have helped chapters and staff make better decisions about what’s needed to serve member needs.

How many of us struggle with getting chapter volunteers to submit reports? How many of us have a file folder full of individual spreadsheets or reports? Maybe you even have some great chapter data, but are you able to make this data meaningful for your chapters, your board or even your staff? When attempting to track chapter effectiveness, knowing what to measure is just one part of the equation. The other is knowing how to collect, store and share that data, in addition to recognizing and tracking the data trends.

Check out this webinar where we share tools and tips for creating benchmarking dashboards that give input to your chapters and staff. In this webinar, you’ll hear stories from other associations on what methods they have used to leverage their data, and how they have helped chapters and staff make better decisions about what’s needed to serve member needs.

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Tracking Chapter Effectiveness: Tips for Creating Powerful Dashboards

  1. 1. Tracking Chapter Effectiveness Tips For Creating Powerful Dashboards
  2. 2. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About Hosts Billhighway & Mariner Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.
  3. 3. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
  4. 4. In the chat, tell us what you need to get out of this conversation… what brings you here?
  5. 5. What & Why of Dashboards How to Use Dashboards Making Dashboards Useable Checklist 01 02 03 04 Today’s Conversation…
  6. 6. Poll What best describes where you are in the process?
  7. 7. What is a Dashboard? A dashboard visual display of the most important information a single screen so the information can be monitored at a glance
  8. 8. The Power of Having Data You Can Use Identify Opportunities Inform Decisions Detect Threats Drive Behavior
  9. 9. National Staff Volunteers Chapter Staff With whom are we sharing our data?
  10. 10. Poll Regardless of the audience, what is your primary motivation for doing this?
  11. 11. Inform Correct Motivate How do we use dashboards? 01 02 03
  12. 12. Informational: look for trends to help hone support they provide Correctional: Use it to help chapters improve; give each chapter a report Motivational: tied to this year tied to popular subsidy program CFMA Example
  13. 13. 13 connect to organization’s strategic goals Membership Financial What are we measuring? Activity Perceptions Alignment
  14. 14. Poll Which of these would you most like to benchmark in a dashboard?
  15. 15. Transparent, simple calculation Ideal KPIs? Accessible, credible data Actionable Common interpretation The perfect metric Juice Analytics
  16. 16. “ Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.” Antoine de Saint-Exuper
  17. 17. Share aggregate data by chapter size; median and standard deviation Honed in on 5 areas 1. Engaged membership 2. Local participation 3. Engaged leadership 4. Brand recognition 5. Recruitment SIOR Example
  18. 18. Task Force SIOR started with a task force to aggregate data Lessons to Share 01 Feedback SIOR received feedback from members on what they value (priorities) 02 Ask SIOR benchmarked against all chapters vs against a constant 03
  19. 19. Keeps your eyes on the road: focuses attention on where we’re going Show goals & progress: consider Celebrate, Monitor, Act Now Tells a story: provides context, color and meaning Making It Useable: Design
  20. 20. • Easy to aggregate data, draw trends, share results • Easy for volunteers to submit: CFMA online form Making It Useable: Management
  21. 21. • What are the strategic goals for your components? • What are the strategic goal(s) for your dashboard Who are your audiences? What are the performance goals? Visual priorities? Remedies/solutions? Refresh frequency Views (by component, by function, be area, by…) Design Building Your Dashboard: A Checklist
  22. 22. Questions?
  23. 23. www.billhighway.co/associations/events Yes! Chapters CAN Drive Growth Workshop Washington, D.C. Wednesday, July 10th
  24. 24. October 18th Friday, October 18th, 2019 7:30 AM - 4:30 PM EDT Happy Hour to Follow Grand Hyatt Washington 1000 H St. NW Washington, DC 20001 $199 Pricing $199 Early Bird Pricing $249 Sleep Bird Pricing www.leveragechapters.com
  25. 25. Thank You!

Editor's Notes

  • Give them our WHY
  • Key Points: Not about choosing the KPIs or metric (see ROI), but about collecting & sharing

  • Poll Question #1

    What best describes where you are in the process?
    I have a visual dashboard & willing to share
    I have the data & report it, but not in a visual dashboard
    I wish I had the data because I would report it
  • A dashboard is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance. Stephen Few is the Principal of Perceptual Edge.
  • Power of having data you can use: id oppty, inform decisions, detect threats, drive behavior
  • Audience
    To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT!
    National Staff
    Chapter Staff
    Volunteers

    How Will They Use?
    Informational – support decision-making
    Motivational – drive behavior
    Correctional – keep on track (alerts)
  • Poll #2

    Regardless of the audience, what is your primary motivation for doing this?
    Informational – support decision-making
    Motivational – drive behavior
    Correctional – keep on track (alerts)
  • Audience
    To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT!
    National Staff
    Chapter Staff
    Volunteers

    How Will They Use?
    Informational – support decision-making
    Motivational – drive behavior
    Correctional – keep on track (alerts)
  • Example CFMA
    Informational – look for trends so help hone support they provide, e.g. noticed many don’t have coordinated membership campaign, so will create tool kit in that
    Correctional – Use it to help chapters improve; give each chapter a report
    Put internally in categories: critical, medium, compliant (aka healthy)
    Motivational – tied to this year tied to popular subsidy program: The STAR Program provides a subsidy $3,000/chapter; has to be used for specific purpose
  • We’re not going into detail on this – just mentioning.

    Data Sources - What are we measuring?
    Key Performance Indicators: Begin with connecting to the organization’s strategic goals
    Membership – Recruitment/Renewal/Engagement
    Financial – Income/Expense
    Activity – Posts/Registrations/Volunteering/Donations/…
    Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments
    Alignment – working in alignment with national

  • Poll #3

    Which of these would you most like to benchmark in a dashboard?
    Membership – Recruitment/Renewal/Engagement
    Financial – Income/Expense
    Activity – Posts/Registrations/Volunteering/Donations/…
    Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments
    Alignment – working in alignment with national
  • Are These The Right Key Performance Indicators (Valid, Reliable, Appropriate)?
    Actionable – Do I have any control over this outcome?
    Common Interpretation – Does my “10” = your “10”?
    Accessible/Credible – Is the data available with modest from trustworthy source?
    Transparent/Simple Calculation – Does everyone understand how it was generated?

  • SIOR
    Honed into 5 areas:
    ENGAGED MEMBERSHIP
    Chapter Participation (Unique members)
    Volunteers
    World Conferences (Unique members)
    SIOR Foundation donors
    MySIOR posts
    Transactions reports
    LOCAL PARTICIPATION
    Event attendance (Unique members)
    Event attendance (Cumulative)
    Regional conference attendance
    ENGAGED LEADERSHIP
    Meetings/events frequency (Monthly)
    Communications frequency (Monthly)
    CLC Meetings attendance
    BRAND RECOGNITION
    Sponsorship revenue ratio
    Prospects ratio
    RECRUITMENT
    Member growth (Gross)
    Young professionals growth
    Pull from a variety of data sources – HL info, registration nationally, membership data, registration lists from chapters, reports from chapters re volunteer lists, budget info
    Still in Excel – but storing all data collected in DB with future intent of creating solutions in tableau
    Report for national (detail) and chapters; We’ve shared back in aggregate by chapter size. Median and standard deviation.
    Insight to CRP’s:
    Started with a TF – came up with 20 potential things; narrowed down to critical ones
    Important to get feedback from members on what they value – to discover what are the priority points
    the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).
  • SIOR
    Insight to CRP’s:
    Started with a TF – came up with 20 potential things; narrowed down to critical ones
    Important to get feedback from members on what they value – to discover what are the priority points
    the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).

  • Design Attributes – What does it look like?
    Keeps Your Eyes on the Road – Focuses attention on where we’re going.
    Tells a Story – Provides context, color and meaning.
    Show goal and progress – consider Celebrate, Monitor, Act Now

  • Making it Usable
    Easy to aggregate data, draw trends, share results
    Easy for volunteers to submit: e,g, CFMA online form - http://www.cfma.org/chapter/content.cfm?ItemNumber=1956
  • Building Your Dashboard
     What are the strategic goals for your components? Clearly articulate how your components advance the mission of the association.
    What are the strategic goal(s) for your dashboard? Determine the specific behaviors and outcomes you want the dashboard to drive.
    Design
    Who are your audiences? Identify who will use the dashboard and how they will use it.
    What are the performance goals?
    What do you measure?
    What are the data sources?
    Are they actionable?
    What are/how did you establish visual priorities?
    Are remedies/solutions to under-performance included?
    What is the refresh frequency (real time, hourly, daily, weekly, …)
    What are the views (by component, by function, by area, by time, …)
  • https://www.billhighway.co/associations/events/
  • www.leveragechapters.com

    Registration is open!

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