Download - Managing Potential Supporters
Managing Your Supporters
Npower Northwest
• Vision: a thriving community with high performing nonprofits
• Mission: to strengthen the nonprofit sector by catalyzing innovation and driving adoption of technology solutions
Introductions
Elissa Thomas
HandsOn Tech Corps AmeriCorps VISTA
Serving at NPower Northwest
Road Map
• Priority & Process
• Getting Specific
• Q&A
Set Goals
Be clear about what you intend to do
Engagement goals
• Know who your supporters are – esp. the why
• Present impactful, appropriate opportunities
• Record actions & feed data back into analysis
• Move supporters up the “engagement ladder”
• Remember the ultimate goal is building relationships
Ladder of engagement
• At the bottom, communications are more automated and you can reach more people.
• At the top, relationships are more personal and labor-intensive.
Definition: data management
• Data management is the process of collecting, organizing, and managing data as an important organizational resource.
• To manage data effectively is to bridge the gap between inputs – hard data sets – and outputs – information or analysis – that an organization can use to make decisions and demonstrate a measurable community impact.
Life cycle of data
Actual life cycle of data
Process review
• What is your current process on recruiting and managing supporters?
• How do you want it to look?
Use technology that helps
Fit the technology to how you work,
not your organization to the technology
3 rules of data management
• Standardize what you’ve got.
• Use technology to collect what you don’t.
• Be consistent.
Consistency, the cloud, and collaboration
• Standardize data entry
• Establish common formats
• Make use of shared workspace tools
• Set up a central repository
Cloud computing
Databases – Why use a CRM?
• Centralized storage
• Relational
• Integrates with other channels
• Useful for sending out communications
• Tracks campaigns, events, etc.
• Organizational record-keeping
• Metrics & reporting
• Allows customizable interactions for different constituent groups
• Analysis capabilities for better decision-making
The Social CRM
• Incorporates member’s social media profile information into the database
• Tracks social media interactions alongside other data (donations, emails received, etc.)
• Builds a list of social media followers who are NOT members in the database
• Assists with member recruitment & retention
• Allows for mapping of social connections
Metrics – data exhaust
• # constituents/donors/volunteers/board members/program attendees
• Facebook followers, likes, posts by your organization, comments on posts
• Twitter followers, tweets by your organization, mentions, and retweets
• Blog posts and comments
• Newsletters sent, subscribed, unsubscribed, opened, clicked through
• Website visits, visitors, page views, top referral sources, RSS subscribers
Measurement tools
• Database reports
• Facebook Insights
• SocialBro for Twitter
• Google Analytics for blog, website metrics
• Newsletter software reports (MailChimp, Constant Contact, and VerticalResponse all include social media tracking)
Reflection
• How do you see technology helping your constituent management process?
Take Aways
• Priorities dictate process
• Know your supporters
• Standardize and share
Resources
• NPower Northwest: www.npowernw.org
• 501 Commons: www.501commons.org
• NTEN: www.nten.org
• TechSoup: www.techsoup.org
• IdealWare: www.idealware.org
In closing
“When you need a friend, it’s too late to make one”
– Mark Twain
Q & A
