Data Management for Synagogues Part 2

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Synagogue Data Membership Systems Part 2: How to Get the Most from a More Sophisticated CRM Presented by Lisa Colton President, Darim Online with Andrea Berry from Idealware November 15, 2011

Transcript of Data Management for Synagogues Part 2

Page 1: Data Management for Synagogues Part 2

Synagogue Data MembershipSystems Part 2:

How to Get the Most from a More Sophisticated CRM

Presented by Lisa ColtonPresident, Darim Online

with Andrea Berryfrom Idealware

November 15, 2011

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Why Does It Matter?

“Synagogues have a ton of data, but do not have the time to analyze and compile the data to use it effectively. Without tools … to simplify and report the most salient data in a useful manner, lay leaders’ critical business skills go largely untapped and decision-making devolves easily back to anecdotal debates at board meetings and gridlock.” – Measuring Success

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AGENDA

• Quick recap of CRM

• What CRM means for your work

• What you want to do (strategy)

• What you need to collect (data)

• What you need to know (reporting)

• How does your data impact (format)

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CRMConstituent Relationship

Management Is a strategy, not just a piece of software. Today we’ll be looking at what that means for synagogues, and how to use the software to support that strategy.

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What do you want to do forand with your community?

You’re in the relationship business.What does that look like?

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Investing in Relationships

How does investing in

relationships help you

achieve your mission and

goals?

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Constituents

Who are they?

Relationship

Where are

you taking the

relationship?

Management

How do you

manage that

process?

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Using Data: Segmenting Audiences

If people are coded, flagged, or tagged, you can sort and reach them with a higher degree of relevance:

• Members and non-members with children 2-5 years old who are not currently enrolled in our early childhood program;

• All people who are in interfaith relationships for an interfaith program or intro to Judaism class.

• What are important segments for you to identify?

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Types of Segmentation• Reductive – demographics:

age, income, gender, neighborhood

• Attitudinal – psychographics: Empty Nesters, Singles, Interfaith

• Behavioral -- School age kids, cultural vs. religious, 2 FT jobs

• Lifestage: Getting married or remarried, getting divorced, becoming parents or grandparents, moving, changing careers, becoming caregivers, retiring. Status and transitions.

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Assessment Reports: What happened?

• Do you know how successful you are from year to year on various strategies?

• Do you know the % of member inquiries that manifest in new memberships within 1 year? What is best predictor?

• Do you know of the people who have dropped membership in the last year what were the most common reasons?

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Volunteer Engagement

• We need _____ skill. Who can we engage?

• Or, we want to cultivate a deeper relationship with this person. Where is a good fit to invite them to get involved?

• Do you inventory skills and interests?

• Do you go back to the usual suspects over and over?

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Reporting

Individual/Family Reports: Get a snapshot before a meeting, or when someone calls to be able to engage them more deeply.

What information should be there?

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Types of Reports

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Types of Reports

How you see the data matters!Are you able to compare:

- Patterns of giving- Rates of change in

membership

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Part Three

November 29, 2-3pm eastern / 11am-12pm pac:

Transitioning to a New Data Management System: Evaluating, choosing and migrating to a new system.

Plus:

Questions to take to upcoming

conferences to ask vendors.