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U-M Information Excellence
- 1. Development Council February 14, 2011
- 2. In the last Development Council Meeting, Jerry spoke about the importance of a migration (or a transition) from DAC to DART.
- 3. DART DAC Fact is, some people have been thinking that DART will be a magic wand – and when this new application is built our data problems will be solved. But, there is no toggle switch to excellence. Excellence will be a process of migration.
- 4. We need to begin a more aggressive stance on centralized data now. We need new actions to ensure that what goes in is more accurate than ever. And we need to make sure everyone buys into the process so when the new application is available, the transition will be positive and in fact possible. To achieve that transitionarygoal, we’ve created an initiative call “Information Excellence”.
- 5. The objective of Information Excellence is to: Enhance and sustain the lifelong engagement of alumni, volunteers, donors, and prospective donors throughthe disciplined, respectful, and creative use of data.
- 6. What You Must Do
- 7. What We Can Accomplish Together Getting the data right. AND appending it with worthwhile data. AND making it easy for you to access are our priorities. Data Acquisition, Cleansing and Reporting Wealth Screening Portfolio Data Analytics DAC to DART Migration
- 8. What We Can Accomplish Together Data Acquisition, Cleansing and Reporting Portfolio Wealth Screening – we’ve already done some great work Data Analytics DAC to DART Migration
- 10. Portfolio
- 11. Wealth Screening
- 12. Data Analytics
- 14. UNDERSTANDING & AWARENESS Expand the knowledge base around data, data systems, and individual best practice Develop shared responsibility for data accuracy through communications, best-practices, and networking
- 15. SHARED RESPONSIBILTY Encourage our collective commitment to sustaining the lifelong engagement of alumni, donors, and volunteers at all levels throughout the university
- 16. TRANSPARENCY Create and maintain one book of record for common data that contains a complete and accurate picture of our constituents and our relationship with them Inspire trust in this data because it is accurate, comprehensive, timely, and secure
- 17. EFFICIENCY Leverage people, financial, and system resources wisely in a constrained budget environment. Avoid duplicate or repetitive work. Ensure systems and processes are designed for efficient use and maintenance.
- 18. CONTINUOUS IMPROVEMENT Evolve and improve our practices to meet current and future needs Adapt in order to take advantage of new technological capabilities Involve individuals to shape and influence process and system design, focusing on customer experience improvement and data accuracy and the completeness of the data Encourage multiple perspectives, creative thought, and experimentation PROCESS OF IMPROVEMENT CONTINUOUS
- 19. DO WHAT IS RIGHT Set and reaffirm a common understanding of expectations and mutual accountability through integrity, respect, and strong desire to do what is right for the constituent and the university
Editor's Notes
- In the last Development Council Meeting, Jerry spoke about the importance of a migration (or a transition) from DAC to Dart.
- You rememberthe slide…Fact is, some people have been thinking that DART will be a magic wand – and when this new application is built our data problems will be solved. But, there is no toggle switch to excellence. Excellence will be a process of migration.
- We need to begin a more aggressive stance on centralized data now. We need new actions to ensure that what goes in is more accurate than ever. And we need to make sure everyone buys into the process so when the new application is available, the transition will be positive and in fact possible. To achieve that transitionary goals, we’ve created an initiative call “Information Excellence”.
- The objective of Information Excellence is to: (see slide)
- This is not a “What You Must Do” Program
- It is a “What We Can Accomplish Together” programGetting the data right. AND appending it with worthwhile data. AND making it easy for you to access are our priorities.
- And its not just starting now, we’ve already done some great work in Wealth Screening. On the heels of the modeling scores rollout, we’ve screened nearly 40,000 individuals (over 26,000 households) We expect to screen an additional 50,000 over the next year The ratings generated by the screening have been loaded to DAC Over 8,000 households have been ID’d with major giving potential – more than 4,000 are unmanaged or “new” - Incorporated into EIS reports for viewing and reporting - Incorporated into standard Bus Obj reports for community use - Has provided an additional segmenting tool for strategy sessions, portfolio review, event analysis, prospect manager assignments - Some units, like ENG, have incorporated the modeling & screening data into a unit-wide prospect development strategy - The Pros Devel and Analytics team is working with a few pilot units to create information-based strategic prospect plans, for units with fewer internal resources (or smaller units) - We are using the data to begin assessment of the prospect pool for the next campaign
- And we’ve added new resources in data analytics – to help you succeed.For data acquisition, it would be great to mention the effort to expand on:Phones for non alumni and parents (updated phones for 127,216 non-alumni)Emails (alumni, non-alumni and parents (updated 82,959 emails)Address updated monthly with an average of 5,000 addresses updated monthly
- Also important are the six values we will employ while moving on this journey.
- Understanding and AwarenessExpand the knowledge base around data, data systems, and individual best practiceDevelop shared responsibility for data accuracy through communications, best-practices, and networking< Delete or edit… Leverage the DART implementation to raise consistent awareness of data-related issues, including systems and policy enhancements and behavioral change management in order to maintain high fundraising performance and alumni engagement in support of the university>
- Shared ResponsibilityEncourage our collective commitment to sustaining the lifelong engagement of alumni, donors, and volunteers at all levels throughout the universityData Management Practices Committee v2.0Reporting Advisory CommitteeDART Unit Liaison Parent and Student Engagement Steering Committee
- TransparencyCreate and maintain one book of record for common data that contains a complete and accurate picture of our constituents and our relationship with them Inspire trust in this data because it is accurate, comprehensive, timely, and secure
- EfficienciesLeverage people, financial, and system resources wisely in a constrained budget environmentAvoid duplicate or repetitive workEnsure systems and processes are designed for efficient use and maintenance
- This will be a process of continuous improvement…Evolve and improve our practices to meet current and future needsAdapt in order to take advantage of new technological capabilitiesInvolve individuals to shape and influence process and system design, focusing on customer experience improvement and data accuracy and the completeness of the dataEncourage multiple perspectives, creative thought, and experimentation
- Do What is RightSet and reaffirm a common understanding of expectations and mutual accountability through integrity, respect, and strong desire to do what is right for the constituent and the university
- So that’s Information Excellence. Let’s work to make this work together.