Chapter Dashboards – Part 2: Gather, rather than hunt for your data
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Transcript of Chapter Dashboards – Part 2: Gather, rather than hunt for your data
Gather, rather than hunt for your data
Chapter Dashboards – Part 2:
What’s Measured is Real Aligning your organization
Engage to create
Setting KPIs
Part 1
Series Overview
Gather, Rather Than Hunt For Your Data How to find the data
Data Utilization How to Share & Leverage Data Putting your data to use
Keeping cadence
Part 2 Part 3
https://www.youtube.com/watch?v=2_KGW-_6sos
Today’s Learning ObjectivesProcessIdentifying the status of current data processes
Next StepsSteps to improve the data gathering process
ToolsTools other organizations are using
Kyle BazzyDirector of Growth
Proud Detroiter
BillhighwayTechnology that solves real
problems exclusively for component-based organizations
Founded in 1999
Why Are We Qualified?
Develop a Plan
01 02What’s Next?
03Start Small
04Tough Love
05Simple Tools
Data Aggregator
06 07Why DataAggregation?
08How to Pay for Tools
09Lessons Learned
10Ask Me Anything
AGENDA
What You Will Learn
I. Develop a Plan
01 Why?Why is the data being collected?
02 What?What data will be collected?
03 Where?Where will the data be collected?
04 Who?Who will collect the data?
05 When?When will the data be collected?
06 How?How will the data be collected?
Manual or Automatic?
How would you rate your process?
(scale of: 1 = dreadfully manual, 2= in-between, 3 = fully automatic?)
Question
01
Share & Leverage Data
02
Senior Leadership Commitment
03
Test Data Collection Process (e.g.Pilot)
04
Keep Collectors in Mind
II. What’s Next? “All of the different policy changes that I’ve implemented have not come from me. They’ve come from my CEO in the form of a letter or e-blast, or they’ve come from the board of directors, or they’ve come from the state chapter advisory group.” – Dresden Farrand, MPA, MPP, CAE, Senior Director of Membership and Chapters at CoSN
01 Analyze the state of your data
02 Review your bylaws
03
Determine long-term goals04
Examine current processes
III. Start Small
http://www2.billhighway.com/l/13992/2016-11-08/5gpnmh/13992/179266/FEI_2016_Chapter_Satisfaction_Survey.pdf
IV. Tough Love01 It all begins with you!
02 Are you holding them accountable?
03
Cadence04
Have you asked how to make the process easier?
V. Simple Tools
Excel or worksheets
Google Analytics
Current Programs: AMS, Survey Tools, Marketing Automation, Accounting Package
http://www2.billhighway.com/l/13992/2016-11-08/5gpnm7/13992/179262/CP_ChapterRoadmap__1_.pdf
VI. Data Aggregator Examples Zoho
Data Cracker
Data Hero
OfficeReports
Discover Text
Google Forms
The problem: NCACPA had too many data systems & only collected data 4 times a year because it was too painful
The solution: Worked to centralize the organization’s data storage—not by replacing or consolidating existing systems but rather by building a “data mart” to integrate with all of them
VII. Why Data Aggregation?
http://associationsnow.com/2015/07/organize-visualize-member-numbers-knowledge/
North Carolina Association of CPAs staff spent 16 hours—two solid business days— generating a complete report of its key membership statistics, pulled from its association management system and compiled in Excel.
16 hours
VIII. How to Pay for ToolsService Fee Model• Split costs with chapters
• Requires HQ buy-in
• Take % of transaction
• No upfront cost to chapter
• Make separate revenue stream
Lessons Learned01
Know what you have & use it02
Start small03
04 It all starts with you
Create a plan
What medium would you prefer for an online CRP community/forum?
Question
Q&A – Ask Away!
How to Share & Leverage Your Data
http://www2.billhighway.com/l/13992/2016-10-31/5g838f
Chapter Dashboards – Part 3:
• Understand and reflect on how data is shared in your organization
• How data is used to make decisions in your organization
• What data do you already have that would be valuable to yourself or other decision makers?
Date: Wednesday, November 16th
Time:12:00-12:45 PM E.S.T.
KnowledgeBankhttp://www.billhighway.co/knowledge-bank/association/
Knowledge Share SessionChat about a chapter project, initiative or challenge that you have on your plate. Even if it’s just to bounce some ideas around or hear what we’ve seen other use.
http://www.billhighway.co/expert-chat/
Additional Resources
Kyle Bazzy586.480.6419 (cell)
[email protected]://www.linkedin.com/in/kylebazzy
AMA: Ask Me Anything