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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 [email protected] 7www.fundraisingforce.com.au 7+61 4 30 500 524 (@FRaisingForce
NextWebinar
DataAnalyticsforUniversitiesPart2-Segmentingyourdata
Date:4Oct2017Time:12-1PMAESTSpeaker:AnnekeBurlinson
Anneke Burlinson hasbeenanAdvancementResearchersince2009andisanadvocatefordatadrivendecision-making.
