FINDIN

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TOOLS

FOR D

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& DASHBOARDS

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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

Microsoft’s donations & discounts are now open to faith-based nonprofits & charities, including:

GOOD NEWS: MICROSOFT DONATIONS!

More info: https://www.techsoupcanada.ca/en/community/blog/microsoft-expands-eligibility-for-faith-based-organizations-and-hospices

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

• Let’s talk about data

• The journey to “data-informed”

• Data analytics & dashboard tools

WHY

DATA?

5 STAGES OF MEASUREMENT ACCEPTANCE

1. Denial

2. Fear

3. Confusion

4. Delight

5. Data-Informed

Source: Beth Kanter, http://www.bethkanter.org/12ntcdataviz/

DENIAL

My program is an art, not a science…

it can’t be measured!

Spiritual growth can’t be measured

FEAR

What if my strategy/program

doesn’t show success?

CONFUSION

I know I should be measuring our

program, but I’m not sure how?

DELIGHT

Hey, check out these cool metrics!!

DATA-INFORMED

What does the data say?

5 STAGES OF MEASUREMENT ACCEPTANCE

1. Denial

2. Fear

3. Confusion

4. Delight

5. Data-Informed

Where is your

organization?

Further reading – measuring church “success”:http://www.transformingchurch.com/resourcetoolbox/2009/04/transforming_le_10.phphttp://godsfaintpath.com/measure-success-http://pastors.com/measure-success/

WHY SHOULD WE NOT MEASURE?

• Can’t measure the real impact

• Takes extra time

• Complex systems may be required

• Don’t have the skills

WHY SHOULD WE MEASURE?

• Help us make informed decisions -> improve our work

• Demonstrate impact to donors & funders

• Accountability to board

• Increased impact

CASE STUDY: ROCA

B E F O R E M E A S U R I N G

• 3 year program

• High risk young men and women

• Ineffective in medium-long term

• Length of program increased dependency

A F T E R M E A S U R I N G

• 2 year program + 2 years of follow up

• Focus on highest risk men & pregnant young mothers

• Theory of change mirrored in programming & data collection

• Long term impact

THE D

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STEPS ON THE JOURNEY

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

1) DEFINE YOUR QUESTION:WHAT AREA WOULD YOU LIKE TO EXPLORE?• Recruiting clients

• Efficiency of a process

• A specific program

• Annual campaign

• Email list-building

• Social media outreach

What is your action question?

TECHSOUP CANADA’S DATA JOURNEY

Are our marketing efforts

leading to increased donation requests?

2) CHOOSE METRICS:WHAT METRICS SHOULD YOU MEASURE?

Consider:

• What decisions do you want to be able to make based on the data?

• What actions could you/constituents/others take that would affect the action question, and how could you measure it?

• What data are you already tracking?

• What data could you be tracking?

• # of clicks on a product in email

• # of donation requests of that product

• Better: # of donation requests of that product from people who received the email

TECHSOUP CANADA METRICS

… but are you using it?

3) COLLECT DATA:YOU PROBABLY ALREADY HAVE LOTS OF DATA…

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

THE MANY ASPECTS OF USING DATA

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

4) SHARE DATA:WHAT IS A DASHBOARD/WHY DASHBOARD

”“5) USE DATA:MAKE METRICS A PART OF YOUR LIFE

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/

NUTS A

ND BOLT

S:

DASHBOARD TOOLS

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

INTRO TO PIVOT TABLES1

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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