On the prowl for greater success.METRICS & REPORTING

@PaulPrewittDirector of Annual Giving

• Predicting growth

• Sharing results

• Determining success of current strategy

• Democratizing data

• Planning strategy changes

• Validating A/B testing

• Optimizing tactics

• Troubleshooting

DON’T CONFUSE ANALYSIS AND REPORTING

Analysis is for… Reporting is for…

STOP USING THESE METRICSThese do not measure real engagement.

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The journey has just begun.

Our profession is evolving…

We're on the same team.Align around the same goals.

ALIGNMENT AROUND GOALSHelps you achieve those goals.

Engagement Officer

Development Officer

+ =

Aligning by audiences/markets can boost results too.

We all have one goal:

Growth.

Reporting to justify the work you have done isn't solving for growth.

It all comes down to money.

"The essence of strategy is choosing what not to do."

~ Michael Porter

The non-profit donor pyramid?

Strangers/Visitors

Lead

MQL

SQL

Opportunity

Customer

}

}

}Retention

Top of the funnelMarketing/PR/Brand

Middle of the funnelEngagement/Interest Identifiers

Bottom of the funnelPassion Builders

After the funnelHappiness Makers

D

FIT

INTEREST0

So who do we engage now?The entire block isn't solely our responsibility.

AVOID REVITALIZE CONNECTIONS

MAKE THEBIG ASK

STIMULATEINTERESTS

FIT

INTEREST0

What makes aqualified lead?Individuals with a great fit and high interest.

Plan for the handoff together.

Creating too many reports is the most time consuming way to measure nothing.

Credit is infinitely shareable.

Share the valuable conversation points.

NET PROMOTER SCORE

Defining Engagement

Volu

ntee

r

Upda

te

Experience

Give

FY17 Goals FY16 FY15 FY16-15% Change

Give $785,632 from 6,114 donors

$721,037 from 5,390 donors

$480,411 from 3,537 donors 50%

Volunteer 3,040 hrs 2,720 hrs 672 hrs 59%

Experience 3,750 attendees

1,823 attendees

1,590 attendees 15%

Update 35,000 2,360 Not Tracked 100%

Remember to share your story.