Data Analytics Part 1 SM - Educate Plus€¦ · Roles •Sometimes called Supporter Services...

Data Analytics forUniversities

BestPracticeinDatabaseManagementStephenMallyCFREFFIA20Sept2017

1

IntroductionofToday’sPresenterStephenMally,CFREFFIA

Presenter:StephenMally• 30yearsexperienceinUS,

EuropeandAsia-Pacific• 500+organisations,

includinguniversitiesandschools

• Chair,FIANSW• NamedFIAFellowin2017• CreatedFundraisingForce in

2014• @FraisingForce

Housekeeping

Housekeeping

• Presentation(45min)• Q&A(10min)

PleasetypeyourquestionsintheQ&Aboxinyourcontrolpanel.

Agenda

Agenda

• Philosophyofdata.• CRMsinyourinstitution.• PrivacyPrinciples.• PrivacyStatements.• Roles.• 7Bestpracticeexamples.• Q&A.• Contactme.

PhilosophyofData

PhilosophyofData

• Dataismostimportantassetofyouruniversity.

• Withdata,wecan…– Analyse.– Target.– Raisemoremoney.– Engagemorealumni.

PhilosophyofData

• Problemsare…–Moststaffbelieve“datajusthappens”.–ManybelieveyouadoptaCRMsolutionanddataison“autopilot”.

– Somebelievedataisthedatabasemanager’sorAdvancementService’sproblem- alone.

PhilosophyofData

• Factsare…– Datadoesnot“justhappen”.– NomatterwhichCRMyouchooseanduse,yourdataisneveron“autopilot”.

– Dataisnotaproblem,butsomethingeveryonehastotakepartindayinanddayout.

CRMinYourInstitution

CRMinyourinstitution

• What’sthemostperfectCRM?• Thereisnoone“perfect”CRMintheAsia-Pacificmarket.

• Therearemanyproducts.• MustconductCRMsearch,whichincludesrequirementsgathering,marketresearch,RFPpacket,demonstrations,selection,andnegotiation.

CRMinyourinstitution

CRMinyourinstitution

CRMinyourinstitution

• TheremaybedozensofCRMsacrossauniversity.

• CRMsuppliersdonotalertofuseinotherdepartments.

• Nosingleviewofaconstituent,donor,alumnus.

• Endusers,fundraisers,aretypicallynotincludedinCRMsearch/management.

• ITdepartmentscannotimplement.

PrivacyPrinciples

Privacyprinciples

• Applyfrom12March2014.• Covergov’tagenciesandorgansiationscoveredbythePrivacyAct.

• Yourinstitution.

Privacyprinciples

• Regulatesthecollection,storage,useanddisclosureofdifferenttypesofpersonalinformationby:– (a)CommonwealthandAustralianCapitalTerritorygovernmentagencies;and

– (b)privatesectororganisationswithturnoversofover$3million

Privacyprinciples

• Openandtransparentmanagementofpersonalinformation.

• Anonymityandpseudonymity.• Collection.• Useordisclosureofpersonalinformation.• Directmarketing.• Crossborderdisclosureofinformation.• Adoptionofgov’trelatedidentifiers.• Dataquality.

Privacyprinciples

• Datasecurity.• Accesstopersonalinformation.• Correction.

PrivacyStatements

Privacystatements

• Aprivacypolicyisastatementoralegaldocumentthatdisclosessomeorallthewayyougather,use,disclose,andmanagesdata.

• Policyfulfillsalegalrequirementstoprotectyouralumni,donors,andprospect’sprivacy.

Privacystatements

• Doesyourorganisationhaveaprivacypolicy?• Whereisyourprivacypolicydisplayed?

Privacystatements

• PrivacystatementsneedtobedisplayednotjustonWebsite.– Directmail.– Publications.– Other.

Roles

Roles

• SometimescalledSupporterServicesManager,AdvancementServicesManager,orother.

• Criticalrole.• Centralrole.• Neutralrole.• Personmustbeonleadershipteam.

RoleofyourSupporterServicesteam

• AverageSupporterServicesteam*…– Createsthousandsofsupporterrecords.– CommitshundredsofthousandsinvoluntaryincometoCRM.

– Haslowturnoverofstaff.– Hasahighratioofdonorstostaff.– Handlesfiveenquiriesfromevery100donors.– Handlesmostofthecomplainthandling.

• *SupporterServicesForumstudy- UK

Everyone’srole

• Adoptaphilosophyofdataas#1asset.• Embracedatahygiene.• CEEeveryrecord.– Confirm.– Edit.– Enhance.

7BestPracticeExamples

7Bestpracticeexamples

• Uni alumniofficer/prospectmanagercontactsprospecttoschedulevisit.Whileonthephone,AO/PMCEErecordwiththeprospect.

• Uni sendsanalumnisurveyInsurvey,uni asksalumnitoupdatecontactdetails.

• Uni conductsacampaign(withiPad asaprize)toupdatedetails.Uni offersalumnichancetoupdatedatabasedirectviaportal.

7Bestpracticeexamples

• Uni offersalumniportalfordaytodayupdatesofcontactdetails.Uni alsoofferschanceforenhancement.

• Uni subscribestoNCOAprocesstwotimesperyear.

• Uni conductsphonecampaign.Uponmakinggift,studentcallerCEEsrecordwiththedonoronthetelephone.

7Bestpracticeexamples

• Alumniregisterforanupcomingeventandareofferedachancetoupdateandenhancedetailsintheregistrationprocess.

Q&A

Q&A

• Let’stakequestions,Mariya.

ContactMe

Contactme

Stephen Mally, CFRE FFIADirectorstephen@fundraisingforce.com.au 7www.fundraisingforce.com.au 7+61 4 30 500 524 (@FRaisingForce

NextWebinar

DataAnalyticsforUniversitiesPart2-Segmentingyourdata

Date:4Oct2017Time:12-1PMAESTSpeaker:AnnekeBurlinson

Anneke Burlinson hasbeenanAdvancementResearchersince2009andisanadvocatefordatadrivendecision-making.

FeedbackandComments

MariyaMustanEducationandTrainingManagermariya@educateplus.edu.au