2014 GuideStar DELC Conference Evan Paul presentation 5-28-14 for distrib

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  • 2014 GuideStar DELC Conference Evan Paul presentation 5-28-14 for distrib

    1. 1. GuideStar Product Strategy Supporting Diverse Decisions in the Social Sector Evan Paul VP of Products May 28, 2014 GuideStar DonorEdge Learning Community
    2. 2. Goals The Role of GuideStar Products Next Steps OUTLINE
    3. 3. Provide the stakeholders of social change with the information they need to make good decisions that help drive nonprofit effectiveness. Generate earned revenue for GuideStar. Outcomes GOALS 3
    4. 4. “…stakeholders…” 4 GOALS
    5. 5. Nonprofit Organizations Institutional Funders Professional Services Technology Providers Researchers Individual Donors/Volunteers “…stakeholders…” Nonprofit Organizations, Healthcare Nonprofits, Religious Organizations Private Foundation, Community Foundation, Corporate Foundation / Giving, Government & Public Admin Consulting, Advertising and Marketing, Financial Services, Legal / Accounting, Fundraising / Grant Writing Philanthropy Software, Cause Related Marketing Platforms Schools & Universities, Media 5 GOALS
    6. 6. “Generate earned revenue…” GOALS Grants Earned Revenue 6
    7. 7. Overview THE ROLE OF GUIDESTAR PRODUCTS 7 • GuideStar.org • Data Collection – GuideStar Exchange • Data Distribution – Subscription Products – DonorEdge & Hosted Solutions – APIs – Data
    8. 8. GuideStar.org THE ROLE OF GUIDESTAR PRODUCTS 8
    9. 9. GuideStar.org: Traffic THE ROLE OF GUIDESTAR PRODUCTS 9 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2010 2011 2012 2013 2014
    10. 10. GuideStar Exchange THE ROLE OF GUIDESTAR PRODUCTS 10 Impact and effectiveness information Financial information Basic information
    11. 11. GuideStar Exchange: Partners in creating the Gold level THE ROLE OF GUIDESTAR PRODUCTS 11
    12. 12. GuideStar Exchange: Benefits partners THE ROLE OF GUIDESTAR PRODUCTS 12
    13. 13. GuideStar Exchange THE ROLE OF GUIDESTAR PRODUCTS 13 0 5000 10000 15000 20000 25000 30000 35000 40000 45000 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr 1-May 1-Jun GX Participants by Participation Level 2013-2014 Bronze Silver Gold
    14. 14. Subscription Products THE ROLE OF GUIDESTAR PRODUCTS 14 • Premium & Pro Search • Charity Check • Financial SCAN
    15. 15. • Premium & Pro Search is used by a variety of different stakeholders for: – Comparison and funder identification by nonprofits – Due diligence by foundations and donors – Comparison of clients to peers, as well as prospecting, by Professional Services. 15 THE ROLE OF GUIDESTAR PRODUCTS Subscription Products: Premium & Pro Search
    16. 16. 16 THE ROLE OF GUIDESTAR PRODUCTS Subscription Products: Charity Check • Used for pre-grant due diligence by foundations • Only 100% IRS compliant product of its kind • Included in Donor Edge
    17. 17. 17 THE ROLE OF GUIDESTAR PRODUCTS Subscription Products: Charity Check • Used to evaluate a nonprofit’s financial health by nonprofits themselves, foundations, accountants, and others.
    18. 18. Donor Edge & Hosted Solutions THE ROLE OF GUIDESTAR PRODUCTS 18 • You will be talking about Donor Edge throughout the next two days • What is Hosted Solutions?
    19. 19. APIs THE ROLE OF GUIDESTAR PRODUCTS 19 • Exchange API • Search API • Advanced Search API • Charity Check API • Detail API • See data.guidestar.org for more details
    20. 20. 20 THE ROLE OF GUIDESTAR PRODUCTS APIs
    21. 21. 21 THE ROLE OF GUIDESTAR PRODUCTS Data
    22. 22. • Redesign GuideStar.org and measure performance by segment NEXT STEPS Build, Measure, Learn 22
    23. 23. 23 NEXT STEPS Build: New homepage design
    24. 24. 24 NEXT STEPS Build: New registration by segment
    25. 25. 25 NEXT STEPS Build: New dashboard page by segment and user profile
    26. 26. 26 NEXT STEPS Build: New, more intuitive, report pages
    27. 27. 27 NEXT STEPS Measure & Learn: Mixpanel analytics on user behavior
    28. 28. • What decisions does the platform currently support? What additional decisions could it be designed to support? • How do we measure the quality of those decisions supported through the platform? • How can Donor Edge be complimentary to, not competitive with, other donor management platforms? • How can the functionality be repurposed for other user groups in the social sector (e.g. government, financial services, smaller foundations, consulting, etc.) to broaden the base of support and adoption? NEXT STEPS Key questions to consider for Donor Edge 28

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