the conference for community college advancement october 1–3, 2015anaheim, ca lynn andrews, vice...

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The Conference for Community College Advancement October 1–3, 2015 Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody Allen McBeth, Principal/Sr. Consultant, Highland FRS The Economics of Data Integrity

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The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Accurate Standardized Consistent Subject to data governance Procedures and policies Validated Maintained Mitigation & training DATA INTEGRITY

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Page 1: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Lynn Andrews, Vice President for Advancement, George Fox UniversityMelody Allen McBeth, Principal/Sr. Consultant, Highland FRS

The Economics of Data Integrity

Page 2: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Page 3: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

• Accurate• Standardized• Consistent• Subject to data governance• Procedures and policies• Validated• Maintained

• Mitigation & training

DATA INTEGRITY

Page 4: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

OUR CONTEXT:The datum is:• Informative• Where its needed (no STDs!)*• Acting appropriately• Reliably reportable• Consistently entered by trained staff• Validated periodically• Standardized when necessary

*shadow type databases

Page 5: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

SHOP CHALLENGES• Documentation incomplete or nonexistent• Data not standardized• Reports not optimized• Data in wrong locations• Validations not done

Page 6: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

CAUSES• Too many chefs• Bad/no planning• No standardization• Friction with Finance• Policies don’t exist• People not trained• Not enough people

Page 7: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

CRISIS AHEAD

SIGN OF THE TIMES

Page 8: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

BUT IS IT IMPORTANT?

Page 9: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

THE COSTS OF POOR DATA INTEGRITY

Page 10: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Page 11: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

HOW BAD CAN IT BE?One Presidential level mailing list of 20,000 records required 3 weeks to complete

Holiday card stewardship mailing required 6 weeks

End-of-calendar year gifts still being entered in March

Page 12: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

CAUSES An institution unable to reconcile with Finance for over 2 years

2200 magazines mailed to improperly formatted international addresses at $10 each

Page 13: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Yes, it’s THAT important!

Page 14: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

RESULTS

Bad Reporting

Page 15: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Loss of confidence from leadership

Page 16: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Loss of donations

Disappearing business partnerships

Page 17: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

STAFF TURNOVER

I

Page 18: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

2015 – AASP (Association of Advancement Services Professionals and APRA (Association of Professional Researchers for Advancement) conduct Salary Survey

216 unique institutions participated

NUMBERS OF NOTE

Page 19: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

72% expect Non-AS FTE to grow

Page 20: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

48% expect to lose AS FTE headcount

Page 21: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Group B

Group A

0 100 200 300 400 500 600 700

Small (less than 10k) Mailing Lists

pulling the data finding anomalies fixing bad data repulling data finding anomaliesfixing bad data repulling data finding anomalies sending the data total time

Page 22: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Average Bio/Gift manager makes $45,000/yr

Group A – 7 hoursGroup B – 1 hours

Average mailing list costs $150 more PER LIST

Page 23: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

How big are your mailing lists and how many do you do:

a day

a Week

a YEAR

Page 24: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Equilibrium exists when quantity meets demand

Product = data projects Price = man-hours

ECONOMICS 101

Page 25: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Page 26: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

REDUCE WANTS

Page 27: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

IMPROVE THE USE OF AVAILABLE RESOURCES

KNOWLEDGE “MAN”-HOURS

Page 28: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

FIND MORE TIME BY REDUCING ANOMALIES

OPTION A: Mount an internal assault

Page 29: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

What is our maximum production capacity given the most efficient use of our resources?

Page 30: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

GROWTH – FIND MORE TIME BY INCREASING MAN-HOURS

OPTION B: Call in the mercenaries

Page 31: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

FIXING THE DATA REQUIRES A PLAN

Page 32: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

IS YOUR SHOP CHALLENGED?

Can you afford to fix it?

Can you afford NOT to?

Page 33: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Shifting priorities Time constraintsLimited Knowledgebase

OPTION A CONSIDERATIONS

Page 34: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

OPTION B CONSIDERATIONS

Focused EffortTimelinessBest Practice Experts

Page 35: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Page 36: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Equilibrium exists when quantity meets demand

Product = data projects Price = man-hours

Page 37: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

The Constitution only gives people the right to pursue happiness. You have to catch it yourself – Benjamin Franklin

Lynn [email protected]

Melody Allen [email protected]@HighlandFrS

AASP Salary Survey results available at advserv.org

Page 38: The Conference for Community College Advancement October 1–3, 2015Anaheim, CA Lynn Andrews, Vice President for Advancement, George Fox University Melody

The Conference for Community College AdvancementOctober 1–3, 2015 Anaheim, CA

Thank you for attending!

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