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Tracking Chapter
Effectiveness
Tips For Creating Powerful
Dashboards
Got chapters? We’ve got solutions. Billhighway gives your
chapters the tools to automate and simplify operations while
creating data visibility across your entire organization. This
empowers you and your chapters to focus more on member
value and grow your association.
About Hosts
Billhighway & Mariner
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term
health and growth of your association.
Our Shared Purpose
To build community and connect
component-based organizations and
component relations professionals (CRPs).
In the chat, tell us what you need
to get out of this conversation…
what brings you here?
What &
Why of
Dashboards
How to Use
Dashboards
Making
Dashboards
Useable
Checklist
01 02 03 04
Today’s Conversation…
Poll
What best describes where you
are in the process?
What is a Dashboard?
A dashboard
visual display of the
most important
information
a single screen so
the information can
be monitored at a
glance
The Power of
Having Data
You Can Use
Identify
Opportunities
Inform
Decisions
Detect
Threats
Drive
Behavior
National Staff
Volunteers
Chapter Staff
With whom are
we sharing our
data?
Poll
Regardless of the audience,
what is your primary motivation
for doing this?
Inform
Correct
Motivate
How do we use
dashboards?
01
02
03
Informational: look for trends to
help hone support they provide
Correctional: Use it to help
chapters improve; give each chapter
a report
Motivational: tied to this year tied to
popular subsidy program
CFMA Example
13
connect to organization’s
strategic goals
Membership
Financial
What are we
measuring?
Activity
Perceptions
Alignment
Poll
Which of these would you most
like to benchmark in a
dashboard?
Transparent,
simple
calculation
Ideal KPIs?
Accessible,
credible data
Actionable Common
interpretation
The perfect
metric
Juice Analytics
“ Perfection is
achieved, not when
there is nothing more
to add, but when
there is nothing left
to take away.”
Antoine de Saint-Exuper
Share aggregate data by chapter size;
median and standard deviation
Honed in on 5 areas
1. Engaged membership
2. Local participation
3. Engaged leadership
4. Brand recognition
5. Recruitment
SIOR Example
Task Force
SIOR started with a
task force to aggregate
data
Lessons to Share
01
Feedback
SIOR received
feedback from
members on what they
value (priorities)
02
Ask
SIOR benchmarked
against all chapters vs
against a constant
03
Keeps your eyes on the
road: focuses attention on
where we’re going
Show goals & progress:
consider Celebrate, Monitor,
Act Now
Tells a story: provides
context, color and meaning
Making It Useable: Design
• Easy to aggregate data, draw trends, share results
• Easy for volunteers to submit: CFMA online form
Making It Useable: Management
• What are the strategic goals for
your components?
• What are the strategic goal(s)
for your dashboard
Who are your audiences?
What are the performance goals?
Visual priorities?
Remedies/solutions?
Refresh frequency
Views (by component, by
function, be area, by…)
Design
Building Your
Dashboard: A
Checklist
Questions?
www.billhighway.co/associations/events
Yes! Chapters CAN Drive
Growth Workshop
Washington, D.C.
Wednesday, July 10th
October 18th
Friday, October 18th, 2019
7:30 AM - 4:30 PM EDT
Happy Hour to Follow
Grand Hyatt
Washington
1000 H St. NW
Washington, DC 20001
$199 Pricing
$199 Early Bird Pricing
$249 Sleep Bird Pricing
www.leveragechapters.com
Thank You!

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Tracking Chapter Effectiveness: Tips for Creating Powerful Dashboards

  • 1. Tracking Chapter Effectiveness Tips For Creating Powerful Dashboards
  • 2. Got chapters? We’ve got solutions. Billhighway gives your chapters the tools to automate and simplify operations while creating data visibility across your entire organization. This empowers you and your chapters to focus more on member value and grow your association. About Hosts Billhighway & Mariner Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.
  • 3. Our Shared Purpose To build community and connect component-based organizations and component relations professionals (CRPs).
  • 4. In the chat, tell us what you need to get out of this conversation… what brings you here?
  • 5. What & Why of Dashboards How to Use Dashboards Making Dashboards Useable Checklist 01 02 03 04 Today’s Conversation…
  • 6. Poll What best describes where you are in the process?
  • 7. What is a Dashboard? A dashboard visual display of the most important information a single screen so the information can be monitored at a glance
  • 8. The Power of Having Data You Can Use Identify Opportunities Inform Decisions Detect Threats Drive Behavior
  • 9. National Staff Volunteers Chapter Staff With whom are we sharing our data?
  • 10. Poll Regardless of the audience, what is your primary motivation for doing this?
  • 11. Inform Correct Motivate How do we use dashboards? 01 02 03
  • 12. Informational: look for trends to help hone support they provide Correctional: Use it to help chapters improve; give each chapter a report Motivational: tied to this year tied to popular subsidy program CFMA Example
  • 13. 13 connect to organization’s strategic goals Membership Financial What are we measuring? Activity Perceptions Alignment
  • 14. Poll Which of these would you most like to benchmark in a dashboard?
  • 15. Transparent, simple calculation Ideal KPIs? Accessible, credible data Actionable Common interpretation The perfect metric Juice Analytics
  • 16. “ Perfection is achieved, not when there is nothing more to add, but when there is nothing left to take away.” Antoine de Saint-Exuper
  • 17. Share aggregate data by chapter size; median and standard deviation Honed in on 5 areas 1. Engaged membership 2. Local participation 3. Engaged leadership 4. Brand recognition 5. Recruitment SIOR Example
  • 18. Task Force SIOR started with a task force to aggregate data Lessons to Share 01 Feedback SIOR received feedback from members on what they value (priorities) 02 Ask SIOR benchmarked against all chapters vs against a constant 03
  • 19. Keeps your eyes on the road: focuses attention on where we’re going Show goals & progress: consider Celebrate, Monitor, Act Now Tells a story: provides context, color and meaning Making It Useable: Design
  • 20. • Easy to aggregate data, draw trends, share results • Easy for volunteers to submit: CFMA online form Making It Useable: Management
  • 21. • What are the strategic goals for your components? • What are the strategic goal(s) for your dashboard Who are your audiences? What are the performance goals? Visual priorities? Remedies/solutions? Refresh frequency Views (by component, by function, be area, by…) Design Building Your Dashboard: A Checklist
  • 23. www.billhighway.co/associations/events Yes! Chapters CAN Drive Growth Workshop Washington, D.C. Wednesday, July 10th
  • 24. October 18th Friday, October 18th, 2019 7:30 AM - 4:30 PM EDT Happy Hour to Follow Grand Hyatt Washington 1000 H St. NW Washington, DC 20001 $199 Pricing $199 Early Bird Pricing $249 Sleep Bird Pricing www.leveragechapters.com

Editor's Notes

  1. Give them our WHY
  2. Key Points: Not about choosing the KPIs or metric (see ROI), but about collecting & sharing
  3. Poll Question #1 What best describes where you are in the process? I have a visual dashboard & willing to share I have the data & report it, but not in a visual dashboard I wish I had the data because I would report it
  4. A dashboard is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance. Stephen Few is the Principal of Perceptual Edge.
  5. Power of having data you can use: id oppty, inform decisions, detect threats, drive behavior
  6. Audience To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT! National Staff Chapter Staff Volunteers How Will They Use? Informational – support decision-making Motivational – drive behavior Correctional – keep on track (alerts)
  7. Poll #2 Regardless of the audience, what is your primary motivation for doing this? Informational – support decision-making Motivational – drive behavior Correctional – keep on track (alerts)
  8. Audience To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT! National Staff Chapter Staff Volunteers How Will They Use? Informational – support decision-making Motivational – drive behavior Correctional – keep on track (alerts)
  9. Example CFMA Informational – look for trends so help hone support they provide, e.g. noticed many don’t have coordinated membership campaign, so will create tool kit in that Correctional – Use it to help chapters improve; give each chapter a report Put internally in categories: critical, medium, compliant (aka healthy) Motivational – tied to this year tied to popular subsidy program: The STAR Program provides a subsidy $3,000/chapter; has to be used for specific purpose
  10. We’re not going into detail on this – just mentioning. Data Sources - What are we measuring? Key Performance Indicators: Begin with connecting to the organization’s strategic goals Membership – Recruitment/Renewal/Engagement Financial – Income/Expense Activity – Posts/Registrations/Volunteering/Donations/… Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments Alignment – working in alignment with national
  11. Poll #3 Which of these would you most like to benchmark in a dashboard? Membership – Recruitment/Renewal/Engagement Financial – Income/Expense Activity – Posts/Registrations/Volunteering/Donations/… Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments Alignment – working in alignment with national
  12. Are These The Right Key Performance Indicators (Valid, Reliable, Appropriate)? Actionable – Do I have any control over this outcome? Common Interpretation – Does my “10” = your “10”? Accessible/Credible – Is the data available with modest from trustworthy source? Transparent/Simple Calculation – Does everyone understand how it was generated?
  13. SIOR Honed into 5 areas: ENGAGED MEMBERSHIP Chapter Participation (Unique members) Volunteers World Conferences (Unique members) SIOR Foundation donors MySIOR posts Transactions reports LOCAL PARTICIPATION Event attendance (Unique members) Event attendance (Cumulative) Regional conference attendance ENGAGED LEADERSHIP Meetings/events frequency (Monthly) Communications frequency (Monthly) CLC Meetings attendance BRAND RECOGNITION Sponsorship revenue ratio Prospects ratio RECRUITMENT Member growth (Gross) Young professionals growth Pull from a variety of data sources – HL info, registration nationally, membership data, registration lists from chapters, reports from chapters re volunteer lists, budget info Still in Excel – but storing all data collected in DB with future intent of creating solutions in tableau Report for national (detail) and chapters; We’ve shared back in aggregate by chapter size. Median and standard deviation. Insight to CRP’s: Started with a TF – came up with 20 potential things; narrowed down to critical ones Important to get feedback from members on what they value – to discover what are the priority points the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).
  14. SIOR Insight to CRP’s: Started with a TF – came up with 20 potential things; narrowed down to critical ones Important to get feedback from members on what they value – to discover what are the priority points the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).
  15. Design Attributes – What does it look like? Keeps Your Eyes on the Road – Focuses attention on where we’re going. Tells a Story – Provides context, color and meaning. Show goal and progress – consider Celebrate, Monitor, Act Now
  16. Making it Usable Easy to aggregate data, draw trends, share results Easy for volunteers to submit: e,g, CFMA online form - http://www.cfma.org/chapter/content.cfm?ItemNumber=1956
  17. Building Your Dashboard  What are the strategic goals for your components? Clearly articulate how your components advance the mission of the association. What are the strategic goal(s) for your dashboard? Determine the specific behaviors and outcomes you want the dashboard to drive. Design Who are your audiences? Identify who will use the dashboard and how they will use it. What are the performance goals? What do you measure? What are the data sources? Are they actionable? What are/how did you establish visual priorities? Are remedies/solutions to under-performance included? What is the refresh frequency (real time, hourly, daily, weekly, …) What are the views (by component, by function, by area, by time, …)
  18. https://www.billhighway.co/associations/events/
  19. www.leveragechapters.com Registration is open!