What impact are you having? Which programs are working? Is your organization using your resources effectively? Measuring results is a key aspect of delivering better programs and services. However, many organizations are still using spreadsheets and disconnected databases to collect this data, and therefore, have trouble quantifying their impact. Join us to hear how two organizations, The Cara Program and Springboard Collaborative, are leveraging Salesforce to track their program data and understand their results. The Cara Program, a Chicago human services agency, uses Salesforce for case management for their workforce development programs. Springboard Collaborative uses Salesforce to track their students results for their program that seeks to narrow the literacy achievement gap in low income communities. You'll hear about how each organization decided on Salesforce, learn about the successes and challenges they've had through implementation, and see a demo of their Salesforce solutions. Speakers: Lori Freeman, Director Product Marketing, Salesforce Foundation Chrissy Houlahan, COO, Springboard Collaborative Steve Heye, Manager of Technology, The Cara Program Tucker MacLean, Vice President of Sales and Marketing, Exponent Partners

1. Deliver More Impact with Data
Informed Decisions
Lori Freeman
Director of Product Marketing
Salesforce Foundation
Tucker Maclean
VP Sales and Marketing
Exponent Partners
Steve Heye
Manager of Technology
The Cara Program
Christina Houlahan
Chief Operation Officer
Springboard Collaborative

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3. #1 in Enterprise Cloud
Computing & CRM
#1
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Enterprise Cloud
Computing Market
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World’s Most Innovative
Company 2011, 2012,
2013, 2014
#1
Salesforce: World’s
Most #1 CRM
Market Leader:
Enterprise, MidMarket,
SMB & Salesforce
Automation
#1

4. 1-1-1
Model adopted by:
sharethemodel.org
Celebrating 15 Years of Giving Back
$73M+
Grants
743K+
Volunteer Hours
23K+
Nonprofits & Higher Eds
1% Time 1% Equity 1% Product

5. Proven Success Across the Nonprofit Sector
84 %
Improved Ability to Achieve Mission
86 %
Improved Overall Efficiency

6. The Cloud is the Fastest Path to Success
Enterprise
Cloud Computing
Fast Innovative Open Easy Trusted
No Hardware
Flexible
Any Device
No Software
Automatic Upgrades
API First
Faster ROI
Continuous Improvement
Data Portability
Secure
Transparent
Performance at Scale
Subscription Model
Real-time Customizations
AppExchange

7. Nonprofits face tough realities

8. Greater Accountability
“You can achieve amazing progress if
you set a clear goal and find a measure
that will drive progress toward that
goal. This may seem pretty basic, but it
is amazing to me how often it is not
done and how hard it is to get right.”
Bill & Melinda Gates Foundation
Annual Letter, 2013

9. The Overhead Myth
“The percent of charity expenses that
go to administrative and fundraising
costs—commonly referred to as
“overhead”—is a poor measure of a
charity’s performance. We ask you to
pay attention to other factors of
nonprofit performance: transparency,
governance, leadership, and results”
Charity Navigator, Guidestar & Better
Business Bureau, 2013

10. Legacy Systems Don’t
Deliver
• Fragmented systems create silos
• Expensive and difficult to use
• Lack mobile and social

11. Marketing
Communications
Fundraising
• Multi-Channel Marketing
• Email Marketing
• Marketing Automation
• Social Engagement
• Donor Management
• Events Management
• Volunteer Management
• Grants Management
Community
Engagement
• Social Intranet
• Member Community
• Affiliate/Chapter
Community
• Partner Community
Program
Management
• Case Management
• Call Centers/Hotlines
• Advocacy/Policy
Tracking
• Grant Portfolios

12. Marketing
Communications
Program
Management
Fundraising
Community
Engagement
A System Built Around Your Constituents:
ü No More Silo’s: 360° View of all
Constituent Interactions
ü It’s Open: You can integrate anything
ü It’s Mobile: You can access from any
device
Be a Connected Nonprofit with

13. www.springboardcollaborative.org
t: @springboardNTL

14. What’s the problem?
K-8 summer loss accounts for ⅔ of high school achievement gap
3
17%

15. Why does it happen?
Low-income students lack access to learning at home and school
4
The problem The solution

16. Springboard Collaborative
Closing the literacy gap so children can access life opportunities
5
Coach teachers
in data-driven instruction
to lead preK-3 students toward
reading growth goals
Train & equip family members
to be effective reading coaches for their
children at home
Award educational resources
—from books to tablets— to
families in proportion to
student reading gains
A
B
C
Mission
to close the reading
achievement gap by 4th grade
so that our scholars have the
requisite skills to access life
opportunities

17. 9 Growth at a glance
Annually doubling in size and consistently delivering outcomes
8 SCHOOLS &

18. Summer reading gains
2014 sets record: 3-month loss replaced with 3.4-month gain
11

19. Aggregate impact
We aim to close the reading achievement gap by 4th grade
16

20. System Requirements
Lean structure that expands rapidly each summer
29
Cluster Manager Cluster Manager
Teachers (8)
Parents
(120+)
Students
(120)
Site Manager (1)
Ops Lead (1)
CEO
CPO COO
Cluster Manager Cluster Manager

21. Springboard Salesforce Implementation
Building a school-in-a-box
• Executive Staff
• Cluster Managers
• Not Salesforce non-profit starter pack
• Teachers
• Operations Leads
• Site Managers
• (Skuid/Drawloop)
Portals
• Lesson Plans
• Content/Library
• Enrollment
• Session/Class/Wkshp
Objects

22. Deliver more impact with
Data Informed Decisions
Steve Heye
Manager of Technology
The Cara Program

23. The Cara Program
The Cara Program prepares and inspires motivated individuals
to break the cycle of poverty and homelessness, transform their
lives, strengthen our communities, and forge paths to real and
lasting success."
"
Hello, My Name is"
Steve Heye"
Manager of Technology"
@steveheye"
"
Our use of Salesforce
• NPSP for Development with Click &
Pledge (with Kell Partners)
• Exponent Case Management for
Student Management (with
Exponent Partners)

24. Metrics Driven

25. Data Repository
• Transactional
• Heavy Data Entry
Workflow Management
• Enforces business process
• Informs users of needed actions
• Data driven process
Data History
• Point in time reporting
• Staff react to history
Forecasting
• Identify Trends
• Create Triggers based on goals
thresholds
Manual Know How
• Relies on staff to know next steps
System Triggers
• System knows business process and
timelines, prompts staff with specific
tasks to complete
Data Verification Needed
• Distrust of data requires manual
duplication and verification
Data Automation and Integration
• Instant reporting, forecasting and
triggers identify data inconsistencies
and prompt for action
Complex Query Reporting
• Data hard to locate, retrieve and
understand
Visual Data
• Data present everywhere including
visuals
• Focus on data interpretation
System
Goals

26. Our Model
relies on
several
teams
working
together
and may
overlap

27. We wanted
data and
activity in
the system
to drive this
teamwork.

28. Focus on Organizational Change
Expectations Direction Involvement
Be Realistic
Set Goals
Identify Risks
But the key is –
Perception is Reality
Give it a Name
Paint a Picture
Report Progress
• Good and Bad
But the key is –
Plans Change, Focus
Doesn’t
Before it starts
Leadership
All levels
But the key is –
Make It Meaningful
" Communication and Decision Making " Business Process " Power Users

29. Communication and
Decision Making Business Process Power Users
Early notification
Regular information
RACI Decision Model
(or RAPID)
NOTE: Accountability and
Authority are the keys.
Documentation
Know business
Get SMEs to own it
NOTE: You are in control
Front line staff
On the job trainers
First your line of support
NOTE: Choose your
Power Users Wisely.
Tactics

30. Measuring Results with Salesforce

31. Why Program Management on Salesforce?
Results
Mission

32. Getting Started with Program Management
1
2
3
Learn
Build
Adopt

33. Learn: Identify the Data
What data indicates if
you are achieving your
mission?
How do you measure
your results over time?
ü Test Scores
ü Months in a Job
ü Income
ü School Days Attended
May
September
December

34. Build: Implement the Systems
Integrate and
Consolidate
Iterate Over Time
Consider all
Constituents

35. Adopt: Get Staff Up and Running Effectively
Creating a data-driven culture
Who Needs to Be
Trained?
Who will administer
the system?
What do they need to
be trained on?
How do you best
communicate all
changes?
Adoption Plan

36. Education Philanthropy
Subtext placeholder
Exponent Partners
Human Services
Provide the best possible software products, services, and knowledge for
social change organizations to achieve measurable, demonstrated results.

37. Thank you