data, data and more data... what to do with it all?

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As part of your fundraising campaigns and online engagement, you likely collect many metrics and data points. But do you take the time to reflect on this data and use it to improve for next time? In this session, we’ll discuss metrics you can collect, share each other’s best practices for data collection processes, and demo dashboard tools that will help you see the big picture. Prezented at Artez Interaction, September 26 2013, by Tierney Smith.

TRANSCRIPT

DATA, D

ATA A

ND

MORE DAT

A…

WHAT

TO D

O WIT

H

IT A

LL?

TI E

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EY

SM

I TH

, T

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OU

P C

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AD

A

ABOUT TECHSOUP CANADA

Is my org eligible?

a) Does your business number end in RR0001?

b) Do you have a Letters Patent from Industry Canada?

c) Are you incorporated as a not-for-profit corporation with your province?

d) Are you a library?

You may be eligible to get donations of…

DONATIONS PROGRAM

ABOUT ME

• Community Engagement Manager

• Online community & resources about nonprofit technology

For example… the nonprofit tech self-assesment: https://www.techsoupcanada.ca/en/community/blog/are-your-technology-priorities-in-order-take-the-tech-se

lf-assessment

@tierneys@techsoupcanadafacebook.com/techsoupcanadatechsoupcanada.ca/community/blogyoutube.com/techsoupcanadaslideshare.net/techsoupcanada

AGENDA

• A bit about metrics (what to measure)

• A bit about data collection (how to measure)

• A bit about dashboards (what to do after measuring)

A BIT

ABOUT

METRIC

S

( WH

AT

TO

ME

AS

UR

E)

HOW DO YOU MEASURE SUCCESS?

SEE SAYFEEL

DO

EngagementExposure Conversion

Credit: Fentonhttp://www.fenton.com/resources/see-say-feel-do/

WHAT ARE SOME EXAMPLE METRICS?

SEE SAY FEEL DO

Credit: Fentonhttp://www.fenton.com/resources/see-say-feel-do/

• FB Page Likes

• TW followers

• RSS or email subscriptions

--------------------

• YouTube views

• Bit.ly clicks

• FB reach

• FB Content Likes

• FB Shares

• Retweets

• Email forwards

• Google +1s

• FB Shares with message

• Retweet with message

• FB or blog comments

• Online mentions

• Donations

• Advocacy actions

• Event attendance

• Membership

• Volunteerism

PAIR-SHARE

What metrics do you feel are most useful for

capturing what you do?

A BIT

ABOUT

DATA

COLLECTI

ON

( HO

W T

O M

EA

SU

RE

)

STEPS TO DATA HAPPINESS

1.Define your question2.Choose metrics3.Collect data4.Share data5.Use data6.Tweak, learn, improve, repeat

… but are you using it?

YOU PROBABLY ALREADY HAVE LOTS OF DATA…

Source: http://www.nten.org/research/2012-state-of-data

TIP: BUILD ON WHAT YOU HAVE

Look at the data you are already collecting:

• Social media stats• Opens/clicks for email• Donations• Volunteer records

Etc.

Pull it all together & cross reference

”“TIP: CREATE NEW HABITS

Momsrising holds a weekly staff meeting

nicknamed “Metrics Monday.” Each program and campaign staff person reviews their reports in preparation for a group conversation about what actions to reinforce, how refine messages, and other improvements. Says Kristin, “Our dashboards have multiple views – a high level view and the ability to drill down into specific campaigns – this informs our discussion.”

Source: http://www.bethkanter.org/momsrising-key-results/

TIP: MAKE IT VISUAL

Source: http://dashboard.imamuseum.org/

PAIR-SHARE

What tips have helped you to stay on top of

your data?

A BIT

ABOUT

DASHBOARDS

( WH

AT

TO

DO

AF T

ER

ME

AS

UR

I NG

)

4 APPROACHES TO DASHBOARDS

Excel or PowerPoint1

2

3

4

Built-in dashboards (in your database/ CRM/donor management system)Reporting/dashboard/business intelligence tool

Custom built dashboards

EXCEL & POWERPOINT DASHBOARDS

PROS• Familiar tools

• No IT expertise needed

• Flexible, easy to customize

• Helps you experiment

CONS• Less powerful

than other tools

• Usually involves manual effort

• No real-time feedback

1

EXCEL EXAMPLE: NTEN1

Source: http://www.nten.org/blog/2009/04/16/dashboards-track-your-organizational-progress

POWERPOINT EXAMPLE: YEAR UP1

Source: http://www.givewell.org/files/04-3534407/B/Dashboard%20assessment.ppt

TECHSOUP CANADA1

BUILT-IN DASHBOARDS

PROS• Pulls directly

from existing data automatically

• Often update in real time

• No new systems required

CONS• Requires a

robust dashboard feature in your existing system

• System may not include all relevant data

2

SALESFORCE2

Case study: https://www.techsoupcanada.ca/en/learning_center/articles/dashboard

DASHBOARD TOOL

PROS• Integrate multiple

data sources

• Not reliant on built-in dashboard functionality

• More features available (e.g. compared to a spreadsheet)

CONS• A new system to

acquire and learn

• May require IT assistance, or at least some tech savvy

3

DASHBOARD TOOLS

Features to consider:

• Data sources

• Drill-down-ability

• Ease of updating

• Data analysis capabilities

3

More info: https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/dashboard-challengehttp://www.dashboardinsight.com/articles/digital-dashboards/fundamentals/7-small-business-dashboard-design-dos-and-donts.aspx

ZOHO REPORTS3

More info: https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/zoho-reports-review

GECKOBOARD3

CUSTOM DASHBOARDS

PROS• Exactly

customized for you, maximum flexibility

• Integrate multiple data sources

CONS• Custom

development (IT) required

• Need capacity to maintain it

4

EXAMPLE: ONE ACRE FUND4

Source: http://www.oneacrefund.org/results/dashboard/

EXAMPLE: INDIANAPOLIS MUSEUM OF ART4

Source: http://dashboard.imamuseum.org/

GOOD DATA VISUALIZATION PRACTICES

Source: http://www.techsoupcanada.ca/community/blog/data-visualization-foundations

FURTHER READING

• Getting started with Data-Driven Decision making (NTEN workbook)

http://www.nten.org/research/2013-data-workbook-download

• Jane vs. Tierney: Dashboard Tools for Nonprofitshttps://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/dashboard-challenge

• Data visualization for dummies: how your nonprofit can tell powerful stories with data

http://www.techsoupcanada.ca/community/blog/data-visualization-foundations

• Understanding Software for Program Evaluation (report by Idealware)

http://www.idealware.org/reports/understanding-software-program-evaluation

QUESTIONS?

@T

EC

HS

OU

PC

AN

AD

A O

R F

AC

EB

OO

K. C

OM

/ TE

CH

SO

UP

CA

NA

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