On the prowl for greater success.METRICS & REPORTING
@PaulPrewittDirector of Annual Giving
• Predicting growth
• Sharing results
• Determining success of current strategy
• Democratizing data
• Planning strategy changes
• Validating A/B testing
• Optimizing tactics
• Troubleshooting
DON’T CONFUSE ANALYSIS AND REPORTING
Analysis is for… Reporting is for…
STOP USING THESE METRICSThese do not measure real engagement.
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The journey has just begun.
Our profession is evolving…
We're on the same team.Align around the same goals.
ALIGNMENT AROUND GOALSHelps you achieve those goals.
Engagement Officer
Development Officer
+ =
Aligning by audiences/markets can boost results too.
We all have one goal:
Growth.
Reporting to justify the work you have done isn't solving for growth.
It all comes down to money.
"The essence of strategy is choosing what not to do."
~ Michael Porter
The non-profit donor pyramid?
Strangers/Visitors
Lead
MQL
SQL
Opportunity
Customer
}
}
}Retention
Top of the funnelMarketing/PR/Brand
Middle of the funnelEngagement/Interest Identifiers
Bottom of the funnelPassion Builders
After the funnelHappiness Makers
D
FIT
INTEREST0
So who do we engage now?The entire block isn't solely our responsibility.
AVOID REVITALIZE CONNECTIONS
MAKE THEBIG ASK
STIMULATEINTERESTS
FIT
INTEREST0
What makes aqualified lead?Individuals with a great fit and high interest.
Plan for the handoff together.
Creating too many reports is the most time consuming way to measure nothing.
Credit is infinitely shareable.
Share the valuable conversation points.
NET PROMOTER SCORE
Defining Engagement
Volu
ntee
r
Upda
te
Experience
Give
FY17 Goals FY16 FY15 FY16-15% Change
Give $785,632 from 6,114 donors
$721,037 from 5,390 donors
$480,411 from 3,537 donors 50%
Volunteer 3,040 hrs 2,720 hrs 672 hrs 59%
Experience 3,750 attendees
1,823 attendees
1,590 attendees 15%
Update 35,000 2,360 Not Tracked 100%
Remember to share your story.
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