affordable special events data tracking and analysis

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Sponsored by: Affordable Special Events Data Tracking and Analysis Cheri Weissman October 22, 2013 Use Twitter Hashtag #4Glearn Part Of:

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Special events can be complex and in the process of planning a perfect event, details can be missed. Using data to track the ways in which people participated in the event can help you determine what worked, what didn't work and what people are responding to about your event.

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Page 1: Affordable Special Events Data Tracking and Analysis

Sponsored by:

Affordable Special Events Data Tracking and Analysis

Cheri Weissman

October 22, 2013

Use Twitter Hashtag #4Glearn

Part

Of:

Page 2: Affordable Special Events Data Tracking and Analysis

Sponsored by:

Protecting and Preserving the

Institutional Memories of

Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430

[email protected]

Part

Of:

Page 3: Affordable Special Events Data Tracking and Analysis

Sponsored by: Part

Of:

Coming Soon

Page 4: Affordable Special Events Data Tracking and Analysis

Sponsored by:

Today’s Speaker & Host

Cheri Weissman President

CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars

Part

Of:

Page 5: Affordable Special Events Data Tracking and Analysis

Presented by Cheri Weissman

CJW Consulting & Services, Inc. 8331 Central Ave.

Morton Grove, IL 60053 800/977-6377

[email protected]

Page 6: Affordable Special Events Data Tracking and Analysis
Page 7: Affordable Special Events Data Tracking and Analysis

In what ways did the constituent participate in the event? Buy ticket(s) to attend

How many?

Buy table(s) How many?

Sponsorship Levels?

Underwriting Buy a raffle ticket

How many? Package purchase

(i.e., buy individual ticket for $25, get 5 for $100)

Auction Contribution Donor sends an in-kind gift to be included in the auction

Auction Purchase Donor pays to acquire auction item

Page 8: Affordable Special Events Data Tracking and Analysis

Number of attendees When you are registering attendees, are you tracking

the exact number of people you are expecting? You need to know that registering one record in your

database will only count for one event registration

You will need a field for total number of attendees OR register each attendee individually

Meal Choices If you are offering meal choices, it is advisable to

record who wants what to eat Keep in mind that you can use this information to offer

the right meal choice for next year’s event

Page 9: Affordable Special Events Data Tracking and Analysis

Seating Preferences

People who want to sit with friends/family

People who need/want to sit close to where the action is

Notable Attendees

Speakers

Media

Volunteers/Coordinators

Table Hosts

Dignitaries

Page 10: Affordable Special Events Data Tracking and Analysis

Payment Information

People who pledge or pay after the event

Knowing who is coming as a guest of the organization (Complimentary attendance)

Sending out payment reminders

Include anything they need to pay for

Expenses

It’s likely that your accounting office is tracking this but if you want to determine the NET proceeds of the event, record expenses

Page 11: Affordable Special Events Data Tracking and Analysis

In what ways did the constituent participate in the event? Individual golfer(s) to attend

How many?

Foursome(s) How many?

Sponsorship Levels?

Underwriting Ancillary Participation

Mulligans Closest to Pin Lunch Dinner

Auction Contribution Donor sends an in-kind gift to be included in the auction

Auction Purchase Donor pays to acquire auction item

Page 12: Affordable Special Events Data Tracking and Analysis

Number of attendees

When you are registering golfers, are you tracking the exact number of people you are expecting?

You will need a field for total number of attendees OR register each attendee individually

Meal Choices

If you are offering meal choices, it is advisable to record who wants what to eat

Keep in mind that you can use this information to offer the right meal choice for next year’s event

Page 13: Affordable Special Events Data Tracking and Analysis

Seating Preferences

People who want to golf together

Notable Attendees

Speakers

Media

Volunteers/Coordinators

Dignitaries

Page 14: Affordable Special Events Data Tracking and Analysis

If your database allows you the right level of detail, you’re golden

If not, create manual/external tracking mechanisms that get you where you need to be

Excel (see examples)

Page 15: Affordable Special Events Data Tracking and Analysis

Contact me!

Cheri Weissman

800/977-6377

[email protected]