DATA, D
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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
@[email protected]/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
GOOGLE ANALYTICS2
More info: http://gettingattention.org/articles/625/evaluation/increase-nonprofit-marketing-impact-google-analytics.htmlhttp://googlefornonprofits.blogspot.ca/2013/07/how-to-keep-track-of-multiple-marketing.html
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?
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