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ADRP | Measurement of Success

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Heurista, Co.
Heurista, Co.

Metrics is a hot topic within all fundraising fields. Measurement models have been established for monitoring the work of frontline fundraisers in order to assess the variety of activities performed as well as the schedule, pace, and outcomes of those activities. With this information in hand, choices can be made about which fundraising activities are most effective in achieving the desired donor behavior, most obviously giving.

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ADRP | Measurement of Success
https://issuu.com/heuristapublications/docs/jdrs_evidence_amm_final052217
Donor Relations and Stewardship Metrics Program Planning 1. What tasks are accomplished under the heading "donor relations and stewardship" at your organization? 2. What are the objectives of this work and how do these objectives align with department, division and institutional goals? 3. How can success toward donor relations and stewardship objec;tives be measured? What might be measured? Possible method Internal External Output Input 4. Are there any similar processes for metrics already in place at your organization? What is measured? Method used Database Used Reporting Model 5. What impediments are likely? What are possible solutions? 6. What timeframe is anticipated for the project? • Vision-setting • Create data gathering, record keeping, analysis and reporting systems • Early data, analysis and reporting • Ongoing dat2, analysis and reporting • Change, ifwarranted • Reiteration 7. Who authorizes t1is work? Who are the stakeholders in this process? To whom will the findings be reported? 8. What are opportunities and limits for taking action relative to the findings? �- 2018 Hf'urist;:i Co. I www.hP.uri.�ta.rr.im I 82850�.7002
Orientation Internal <•> External Output <•> Outcome
Definitions • Measurement- the size, length, or amount of something, as established by measuring • Metrics- an repeatable method of measuring to inform decision-making; may require the scaling of intangibles • Analysis- a detailed examination of data as a basis for discussion or interpretation • Actionable- the opportunity for change based on evidence provided by analysis
Prerequisite Questions • Why is data needed? • What will be measured? • Is scaling required? What format is best? • Who will record, report and analyze the data? • When will meaningful data be available? • How will the metrics program be structured so that it is cost-effective and repeatable? • Are we willing and able to take action?
Impediments • Lack of clarity about the objectives of donor relations and stewardship • Insufficient data resulting from either inconsistent or nascent data-gathering • Lack of organizational commitment to sustain the metrics program development process • Unreasonable expectation about time commitment required to develop a program • Wavering commitment to change based on insight gained from the metrics
Action is taken •To improve •To correct •To prevent •To change internal opinion/behavior •To change external opinion/behavior Is change an option?
Implications • True of all donors • True of all of our donors • True of all donors like this • True of this donor
Data-Driven Culture Types Type Characteristics Culture of Champions There is support from the organization’s leadership and motivational members of the staff that embrace being data driven Culture of Testing There is a belief that measurable improvements can be made through iteration and testing throughout the organization Culture of Change There is a natural curiosity to try new things and take calculated risks to adapt to changing conditions in the nonprofit sector Culture of Sharing There is a willingness to share data and collaborate to achieve better results and a disdain for creating or maintaining data silos Culture of Growth There is a focus on continuous improvement where success is measurable and visible across all levels of the organization Culture of Agile There is empowerment of people to interact and collaborate that allows them to adapt and respond to a changing environment Culture of Data There is a high value placed on data and it is a fundamental driving force to support and validate decisions at the nonprofit
Research Types Gathering Objective Donor Data • Census • Mapping • Poll • Datagraphic Survey
• Opinion Survey • Anecdote • Interview • Focus Group Research Types Gathering Donor Opinion
Research Types Donor Attitude Testing • Aided Recall • Unaided Recall • Perception Mapping
Research Types Measuring Donor Behavior • Direct Engagement • Indirect Engagement • Proxy Behaviors
Research Types Predicting Donor Behavior • Predictive Scoring • Predictive Models • Profile • Avatar • Journey Mapping
• Variable Testing • Maximum Scoring Difference Research Types Product and Service Testing
Research Types Evaluation of Programs, Products, or Services • Program Evaluation • Project Evaluation • Formative Evaluation • Summative Evaluation
Possible Roles: Donor Relations Director/Manager Administrative Assistant VP of Advancement Key Donor/Volunteer Advancement Services IT Coordinator Fundraiser
Anne Manner-McLarty anne@heurista.com • 828.505.7002 Debbie Meyers dkmeyers@umd.edu • 301.405.7752

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ADRP | Measurement of Success

  • 3. Donor Relations and Stewardship Metrics Program Planning 1. What tasks are accomplished under the heading "donor relations and stewardship" at your organization? 2. What are the objectives of this work and how do these objectives align with department, division and institutional goals? 3. How can success toward donor relations and stewardship objec;tives be measured? What might be measured? Possible method Internal External Output Input 4. Are there any similar processes for metrics already in place at your organization? What is measured? Method used Database Used Reporting Model 5. What impediments are likely? What are possible solutions? 6. What timeframe is anticipated for the project? • Vision-setting • Create data gathering, record keeping, analysis and reporting systems • Early data, analysis and reporting • Ongoing dat2, analysis and reporting • Change, ifwarranted • Reiteration 7. Who authorizes t1is work? Who are the stakeholders in this process? To whom will the findings be reported? 8. What are opportunities and limits for taking action relative to the findings? �- 2018 Hf'urist;:i Co. I www.hP.uri.�ta.rr.im I 82850�.7002
  • 5. Definitions • Measurement- the size, length, or amount of something, as established by measuring • Metrics- an repeatable method of measuring to inform decision-making; may require the scaling of intangibles • Analysis- a detailed examination of data as a basis for discussion or interpretation • Actionable- the opportunity for change based on evidence provided by analysis
  • 6. Prerequisite Questions • Why is data needed? • What will be measured? • Is scaling required? What format is best? • Who will record, report and analyze the data? • When will meaningful data be available? • How will the metrics program be structured so that it is cost-effective and repeatable? • Are we willing and able to take action?
  • 7. Impediments • Lack of clarity about the objectives of donor relations and stewardship • Insufficient data resulting from either inconsistent or nascent data-gathering • Lack of organizational commitment to sustain the metrics program development process • Unreasonable expectation about time commitment required to develop a program • Wavering commitment to change based on insight gained from the metrics
  • 8. Action is taken •To improve •To correct •To prevent •To change internal opinion/behavior •To change external opinion/behavior Is change an option?
  • 9. Implications • True of all donors • True of all of our donors • True of all donors like this • True of this donor
  • 10. Data-Driven Culture Types Type Characteristics Culture of Champions There is support from the organization’s leadership and motivational members of the staff that embrace being data driven Culture of Testing There is a belief that measurable improvements can be made through iteration and testing throughout the organization Culture of Change There is a natural curiosity to try new things and take calculated risks to adapt to changing conditions in the nonprofit sector Culture of Sharing There is a willingness to share data and collaborate to achieve better results and a disdain for creating or maintaining data silos Culture of Growth There is a focus on continuous improvement where success is measurable and visible across all levels of the organization Culture of Agile There is empowerment of people to interact and collaborate that allows them to adapt and respond to a changing environment Culture of Data There is a high value placed on data and it is a fundamental driving force to support and validate decisions at the nonprofit
  • 11. Research Types Gathering Objective Donor Data • Census • Mapping • Poll • Datagraphic Survey
  • 12. • Opinion Survey • Anecdote • Interview • Focus Group Research Types Gathering Donor Opinion
  • 13. Research Types Donor Attitude Testing • Aided Recall • Unaided Recall • Perception Mapping
  • 14. Research Types Measuring Donor Behavior • Direct Engagement • Indirect Engagement • Proxy Behaviors
  • 15. Research Types Predicting Donor Behavior • Predictive Scoring • Predictive Models • Profile • Avatar • Journey Mapping
  • 16. • Variable Testing • Maximum Scoring Difference Research Types Product and Service Testing
  • 17. Research Types Evaluation of Programs, Products, or Services • Program Evaluation • Project Evaluation • Formative Evaluation • Summative Evaluation
  • 18. Possible Roles: Donor Relations Director/Manager Administrative Assistant VP of Advancement Key Donor/Volunteer Advancement Services IT Coordinator Fundraiser
  • 19. Anne Manner-McLarty anne@heurista.com • 828.505.7002 Debbie Meyers dkmeyers@umd.edu • 301.405.7752