Alumni Relations, Annual Giving and the Advancement profession is changing. The journey has just begun and the future is one in which we share the same goals for greater success.

1. On the prowl for greater success.
METRICS & REPORTING
@PaulPrewitt
Director of Annual Giving

3. • Predicting growth
• Sharing results
• Determining success of
current strategy
• Democratizing data
• Planning strategy changes
• Validating A/B testing
• Optimizing tactics
• Troubleshooting
DON’T CONFUSE ANALYSIS AND REPORTING
Analysis is for… Reporting is for…

4. STOP USING THESE METRICS
These do not measure real engagement.
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5. The journey has just begun.

7. Our profession is evolving…

8. We're on the
same team.
Align around the
same goals.

9. ALIGNMENT AROUND GOALS
Helps you achieve those goals.
Engagement Officer
Development Officer
+ =
Aligning by audiences/markets can boost results too.

10. We all have one goal:
Growth.

11. Reporting to justify the work you have done
isn't solving for growth.

12. It all comes down to money.

13. "The essence of strategy is
choosing what not to do."
~ Michael Porter

15. The non-profit
donor pyramid?

17. Strangers/Visitors
Lead
MQL
SQL
Opportunity
Customer
}
}
}
Retention
Top of the funnel
Marketing/PR/Brand
Middle of the funnel
Engagement/Interest Identifiers
Bottom of the funnel
Passion Builders
After the funnel
Happiness Makers

18. D
FIT
INTEREST
0
So who do we
engage now?
The entire block isn't
solely our responsibility.

19. AVOID
REVITALIZE
CONNECTIONS
MAKE THE
BIG ASK
STIMULATE
INTERESTS
FIT
INTEREST
0
What makes a
qualified lead?
Individuals with a great
fit and high interest.

20. Plan for the
handoff together.

22. Creating too many reports
is the most time consuming
way to measure nothing.

23. Credit is infinitely
shareable.

24. Share the valuable
conversation points.

26. NET PROMOTER SCORE

28. Defining Engagement

29. FY17 Goals FY16 FY15
FY16-15
% Change
Give
$785,632 from
6,114 donors
$721,037 from
5,390 donors
$480,411 from
3,537 donors
50%
Volunteer 3,040 hrs 2,720 hrs 672 hrs 59%
Experience
3,750
attendees
1,823
attendees
1,590
attendees
15%
Update 35,000 2,360 Not Tracked 100%

30. Remember to share your story.