3. • Provide Answers!
• What is Data?
• How can it be used in your program?
• What is the difference between Data & Metrics?
• Why do Repor<ng and Planning maKer?
• Provide Tools & Tac<cs!
• Case Study of using Google Docs to track Data
• Debrief and discussion of Google Docs as a data tool
• More resources to learn about
Objec<ves
4. • Objec<ves & Agenda
• The What & Why of Data
• Data vs. Metrics
• The value of planning and repor<ng
• Free Tool Case Study on Data Management
• Ques<ons
• Addi<onal Resources
Agenda
16. • Where are the Uninsured?
Using demographic data, we can find consumers who are more
likely to be uninsured
• What Strategies will work when we try to engage with
consumers?
Once we find them, we can track our strategies by tracking each
conversa<on we have.
• How can we evaluate our program?
With the data we gather on conversa<ons, we can evaluate our
strategies against each other.
• How can we tell the story of our program?
When you track your data as you go, you can provide snapshot
reports to stakeholders quickly.
We All have Big Ques<ons
17. • Where are the Uninsured?
• Using demographic data, we can find consumers who are
more likely to be uninsured
• What Strategies will work when we try to engage with
consumers?
• Once we find them, we can track our strategies by tracking
each conversa<on we have.
• How can we evaluate our program?
• With the data we gather on conversa<ons, we can evaluate
our strategies against each other.
• How can we tell the story of our program?
• When you track your data as you go, you can provide
snapshot reports to stakeholders quickly.
Data Can Help Give Answers
18.
What makes up data?
Name
&
Demographics
Contact
Information
Conversations
Questions
People
Answer
…
And
other
data
points
that
are
vital
to
your
program
23. • What is Data?
• Informa<on – quan<ta<ve (numbers-‐based) or qualita<ve
(quality-‐based) that you collect.
• You don’t need a fancy database to collect data – you just
need a structure!
• You can use excel or free sources like google docs.
Data v. Metrics
24. • What are metrics?
• The specific types of data you choose to track.
Data v. Metrics
25. • In other words, data is what informa<on you collect
and metrics are what you choose to count and how
you choose to count it.
Data v. Metrics
26. The more specific and granular data you collect, the more flexibility you have
in defining and tracking metrics!
Let’s say two organiza<ons are asked to see what percentage of the people
they’re speaking to about their insurance primarily speak Spanish. Both have
a list of consumers in an excel spreadsheet that they use for follow-‐up.
Data v. Metrics
Organiza<on 1:
• Records the number of
people they spoke to who
primarily spoke Spanish.
Organiza<on 2:
• Records the individual people
who speak Spanish.
Both organiza,ons are collec,ng data to answer this ques,on…
27. Organiza<on 1 can only answer the ques<on: what percentage of the people
they’re speaking to primarily speak Spanish?
Organiza<on 2 can answer that ques<on and can also do individualized
follow-‐up, if they’re interested in doing that in the future, or they can answer
other ques<ons about that popula<on – what’s the gender breakdown? How
many do we have email addresses for?
Data v. Metrics
28. • Accountability
• Consistency
• Ins<tu<onal Memory
• Analysis
• Repor<ng to Stakeholders
• Telling Your Story
What Is Data Good For???
29. • Accountability:
Sehng internal benchmarks for yourself and then tracking your progress can
help you evaluate what is working, what isn’t, and how
Examples:
30. • Ins<tu<onal Memory
Crea<ng an organiza<on that is sustainable and doesn’t rely on one person
or group of people to keep going!
Examples:
31. • Telling your story
• Data helps you iden<fy the larger narra<ve and get addi<onal buy-‐in
from volunteers and funding organiza<ons!
• Telling your story helps you grow!
Examples:
32. • Metrics allow you to report on the data you’ve
collected in a consistent way.
• Repor<ng creates a structure for dissemina<ng
informa<on, evalua<ng work, and making use of the
data you’ve collected.
What Are Metrics Used For?
33. Define
Metrics
• What
is
important
to
track
in
your
program?
• How
will
you
track
it?
Set
Goals
• Using
the
metrics
you’ve
set,
define
and
set
goals
for
your
program.
• Create
benchmarks
and
Collect
Data
• Collect
granular
data
that
allows
you
to
track
the
metrics
you’re
interested
in
and
gives
the
flexibility
to
poten>ally
redefine
metrics
in
the
future
and
to
do
effec>ve
follow-‐up
on
individual
data
points.
Report
• Evaluate
your
program’s
progress
to
the
goals
you’ve
set.
• Part
of
this
evalua>on
may
mean
redefining
metrics,
seSng
new
goals,
or
changing
the
way
you
collect
data!
Metrics, Data, and Repor<ng
34. • How do you know what metrics to track?
What you choose to track should reflect your priori<es and needs as an
organiza<on at that <me.
They may change over <me as your needs or objec<ves change.
Your list of metrics can be small – start with one that is important to your
program!
Suggested Metrics to Track
36. 36
• Planning is a constant
• But the earlier you
start, the happier you’ll
be.
Why Planning MaKers
37. 37
• Metrics live in containers
• Not all metrics can be contained easily
• Not all containers can hold all metrics
Why Planning Matters
38. 38
• Program planning and data planning should go hand in hand
• Ini<al steps
• Determine the lay of the land
• What do you want to accomplish?
• What is quan<fiable?
• What isn’t?
• What is non-‐nego<able (e.g. grant obliga<ons)?
Why Planning Matters
39. • Have you ever set goals or determined metrics for an
organiza<on or campaign?
• Have you ever realized midstream that there was
something else you wanted to track?
Quick Discussion
40. 40
• Benchmark Goals
• Monthly, weekly, daily
• By geography
• By staff
• Distribute rationally, NOT
evenly!
• Ramp up over time
• More need in some places
Planning Your Program
• Determine Metrics
• What are the important
steps to achieve your goals?
• How can you measure
progress toward each step?
• Different steps can have different
metrics!
• What are you responsible for
reporting?
41. BEST PRACTICES
• Track
only
what
you
care
about
• Be
willing
to
re-‐evaluate
not
just
goals,
but
metrics
• Have
a
plan
to
do
so!
• Always
have
benchmark
goals
• Set
goals
that
will
be
met
about
half
the
>me
• Connect
each
person’s
goal
to
the
big
picture
46. • Using Data to Support Partner Coordination
• Thursday – 2:15PM – 3:15PM
• Congressional A (Ballroom Level)
• What We Know & How We Learned It
• Friday – 10:15AM – 11:45AM
• Mt. Vernon B (Meeting Room Level)
• Know Your Numbers: How to Quantify Qualitative Data on Media
Outreach
• Friday – 2:15PM – 3:15PM
• Mt. Vernon A (Meeting Room Level)
Other Data & Analytics Workshops
47. • Getting Started with Google Docs
• Friday – 10:15AM – 11:45AM
• Get Covered Data Interactive Demonstration
• Thursday – 2:15PM – 3:15PM
• Friday – 2:15PM – 3:15PM
Get Covered Academy Learning Lab
Meeting Room 16
Data & Analytics Interactive Trainings
48. 48
• Highly customized, ac<on-‐oriented
• New suite of training services
• Goal-‐sehng
• Planning
• Coaching
• In-‐person training
• FOR MORE INFO – training@enrollamerica.org
New training resources
