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Beyond Donors and Dollars: Analyzing Past Events to Boost Returns Mark Becker Founding Partner Cathexis Partners [email_address] 2010 Cathexis Partners. Confidential. Do not distribute.
[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives ,[object Object],[object Object],[object Object],Advocacy 2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],Participation 2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives ,[object Object],[object Object],[object Object],Fundraising 2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives Get agreement on goals each event season 2010 Cathexis Partners. Confidential. Do not distribute.
Define Goals & Objectives Track to actual  - As the season progresses - Tweak messaging to address trends 2010 Cathexis Partners. Confidential. Do not distribute.
Data Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Data Analysis ,[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Data Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Data Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Registration ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Registration ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Sidebar: BoxPlots Explained 25% of participants registered within 5 days of event 50% registered within 18 days of event 75% registered within 42 days of event Event Day ( 0 point) Outliers:  Less than 4% registered more than 97 days prior to the event 50% registered between 5 – 42 days prior  2010 Cathexis Partners. Confidential. Do not distribute.
Registration ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute. Fundraising results Team members vs individual participants Team member to Ind. Ratio # of participants that raised $0 2,206 1656 team members / 550 individuals 3 to 1  # of participants that raised $1 - 25 335 262 / 73 4 to 1 # of participants that raised $26 - 50 206 172 / 34 5 to 1 # of participants that raised $51 - 100 224 190 / 34 5.5 to 1 # of participants that raised $101 - 250 230 204 / 26 8 to 1 # of participants that raised $251 - 500 185 169 / 16 10.5 to 1 # of participants that raised $501 - 1,000 77 61 / 16 4 to 1 # of participants that raised > $1,000 76 67 / 9 7.5 to 1
Registration ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute. Total Participants in sample data 3,539 Multiple event  /multiyear reg 245 ( 7% ) male participants vs. female 1,096 ( 31%) male  2,370 ( 67%) female  73 (2%)  no response # of individuals vs. Team members 758 ( 21.4%) individual 2,781 ( 78.6%) member of teams average age 38 years old made an additional gift at time of registration 649 ( 18.3%) # that entered "How did you hear…" 55 (1.6%)
Fundraising ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Fundraising ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Fundraising ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Email ,[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Social Media ,[object Object],[object Object],[object Object]
Data Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Available Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Best in Bread* 2010 Cathexis Partners. Confidential. Do not distribute.
Data Captured…Now what? ,[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Your Friend, Excel ,[object Object],[object Object],[object Object],*Assumes Office 2007 2010 Cathexis Partners. Confidential. Do not distribute.
Your Friend, Excel ,[object Object],[object Object],*Assumes Office 2007 2010 Cathexis Partners. Confidential. Do not distribute.
Your Friend, Excel ,[object Object],[object Object],[object Object],[object Object],[object Object],*Assumes Office 2007 2010 Cathexis Partners. Confidential. Do not distribute.
Data Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Communications Calendar Topic Frequency / timing Targeted Audience content Event announcement  Once TR is built  Past participants & donors / constituents in local area Event info and $x off discount code that expires in 30 days Registration thank you Instant Auto-responder Each registrant confirmation 1 st  follow up 3 days after reg Each registrant Conditionalized  based on: - personal page customized - # of emails sent - amount raised 2 nd   follow up 7 days after reg Each registrant 3 rd  follow up 14 days after reg Each registrant 4 th  follow up 28 days after reg Each registrant Monthly team captain emails Monthly Team captains ‘ insider’ info to captains Monthly emails Monthly (1 week after tc’s) All participants General event info w/ top fundraisers Pre-event info 1 week prior to event All participants Event logistics, etc Post event follow-up and survey 1 -2 weeks after event All participants Thank you and survey link 2010 Cathexis Partners. Confidential. Do not distribute.
Action ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2010 Cathexis Partners. Confidential. Do not distribute.
Beyond Donors and Dollars: Analyzing Past Events to Boost Returns April 10, 2010 Mark Becker Founding Partner Cathexis Partners [email_address] Thank you! 2010 Cathexis Partners. Confidential. Do not distribute.

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Beyond Donors and Dollars - Becker

  • 1. Beyond Donors and Dollars: Analyzing Past Events to Boost Returns Mark Becker Founding Partner Cathexis Partners [email_address] 2010 Cathexis Partners. Confidential. Do not distribute.
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. Define Goals & Objectives Get agreement on goals each event season 2010 Cathexis Partners. Confidential. Do not distribute.
  • 8. Define Goals & Objectives Track to actual - As the season progresses - Tweak messaging to address trends 2010 Cathexis Partners. Confidential. Do not distribute.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16. Sidebar: BoxPlots Explained 25% of participants registered within 5 days of event 50% registered within 18 days of event 75% registered within 42 days of event Event Day ( 0 point) Outliers: Less than 4% registered more than 97 days prior to the event 50% registered between 5 – 42 days prior 2010 Cathexis Partners. Confidential. Do not distribute.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31. Communications Calendar Topic Frequency / timing Targeted Audience content Event announcement Once TR is built Past participants & donors / constituents in local area Event info and $x off discount code that expires in 30 days Registration thank you Instant Auto-responder Each registrant confirmation 1 st follow up 3 days after reg Each registrant Conditionalized based on: - personal page customized - # of emails sent - amount raised 2 nd follow up 7 days after reg Each registrant 3 rd follow up 14 days after reg Each registrant 4 th follow up 28 days after reg Each registrant Monthly team captain emails Monthly Team captains ‘ insider’ info to captains Monthly emails Monthly (1 week after tc’s) All participants General event info w/ top fundraisers Pre-event info 1 week prior to event All participants Event logistics, etc Post event follow-up and survey 1 -2 weeks after event All participants Thank you and survey link 2010 Cathexis Partners. Confidential. Do not distribute.
  • 32.
  • 33. Beyond Donors and Dollars: Analyzing Past Events to Boost Returns April 10, 2010 Mark Becker Founding Partner Cathexis Partners [email_address] Thank you! 2010 Cathexis Partners. Confidential. Do not distribute.

Editor's Notes

  1. Get the Reports you need to: Do regular trending for operational purposes Is the messaging right? How many t-shirts should we order of each size? Share with potential sponsors
  2. Get the Reports you need to: Do regular trending for operational purposes Is the messaging right? How many t-shirts should we order of each size? Share with potential sponsors
  3. Get the Reports you need to: Do regular trending for operational purposes Is the messaging right? How many t-shirts should we order of each size? Share with potential sponsors
  4. Get the Reports you need to: Do regular trending for operational purposes Is the messaging right? How many t-shirts should we order of each size? Share with potential sponsors