REanalyze: What is your EVP Data Saying? (An Encore Presentation from the 2014 VolunteerMatch Client Summit)

Jake Sanches Leverager

Palantir Technologies

VolunteerMatch Volunteer

Speaker: Facilitator:

Lauren Wagner Sr. Manager, Engagement

VolunteerMatch

How To Ask Questions

• Type questions into the box on the

right side of the your screen

• Submit via Twitter to

@VM_Solutions using “#VMbpn”

• We will pose questions at the end of

the presentation

• A copy of the slides will be circulated

after the event

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September 18-19, 2014

Detroit, MI • 110 attendees representing 62

companies

• Cross-sector collaboration, global pro

bono, millennials, and more…

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2014 VolunteerMatch Client Summit

Jake Sanches Leverager

Palantir Technologies

VolunteerMatch Volunteer

REanalyze: What is your EVP Data Saying?

• Top rated Best Practice Café session

Me: Data Nerd

• Cognitive Neuroscience @ Washington University in St. Louis

• Predictive Modeling @ Mattersight Corporation (Chicago) – Customer Satisfaction

– Customer Attrition

– Fraud Detection

• Palantir Technologies – Recruiting Analytics

– People Analytics (Employee Survey, Organizational & Attrition Modeling)

– Product Analytics

• “Data-oriented person” – Excel Wizard Level 45, SQL, Python, R, Tableau

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Goals of This Webinar

1. Using data to drive decision making

– Fall in like with data!

2. Review VolunteerMatch’s 2014 Metrics

Benchmarking Survey

3. Thinking about your EVP data differently

4. Demonstrating Impact to Different Audiences:

Communicating Data

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Data Driven Decision Making

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Data Driven Decision Making

http://fivethirtyeight.com/features/americas-best-burrito/

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Data Driven Decision Making

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EVPs: Unlocking Value in Your Data

• Data: Driving this generation of Employee

Volunteer Programs

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Benchmarking Metrics Project Survey

July 2014

• Top Metrics : What Respondents Want

– Total Hours

– Total # of Employees

– Participation Rates

– ROI $ Value

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Benchmarking Metrics Project Survey

0 5 10 15 20 25 30 35 40 45

Nonprofit Engagement (e.g., # ofsignups by nonprofit, # of hours…

Site Utilization (e.g., Unique visitors,page views, account registrations)

Impact by Cause (e.g. Hunger, STEM,Children & Youth)

Benchmarking with other companies(by size, by industry)

Employee Engagement (e.g, Hoursvolunteered, signups, # of volunteers)

Absolutely critical

Very useful

Useful

Somewhat useful

Not useful

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Benchmarking Metrics Project Survey

0 5 10 15 20 25 30 35 40 45

Total external guests (#, signups, or hours…

Hours volunteered on company time vs.…

Top skills utilized by employee volunteers

% of unique volunteers by group (e.g.,…

Total signups, hours or unique volunteers…

New vs. existing volunteers

Top 5-10 employee volunteers who have…

$ value of volunteer hours per employee

% of employees who have signed up for…

Avg hours volunteered per employee

Total $ value of volunteer hours

% of employees who are unique…

% of employees who have tracked hours

Absolutely critical

Very useful

Useful

Somewhat useful

Not useful

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Benchmarking Metrics Project Survey

• What Metrics Matter to You?

Metric Area (Weighted Rank Order) Top Metrics

1.     % of employees who have tracked hours

2.     % of employees who are unique volunteers

3.     Avg. hours volunteered per employee

4.     Total $ value of volunteer hours

5.     % of employees who have signed up for an opportunity

6.     S value of volunteer hours per employee

1.     Hours per cause

2.     Total $ value of volunteer hours by cause

3.     # volunteers per cause

1.     # of total projects

2.     % of people who activated their account from employee population

3.     % of unique visitors from employee population

1.     Hours volunteered per organization

2.     Top 5-10 organizations by signups, hours or unique volunteers

3.     # of nonprofits reached

Causes

Site Utilization & Engagement

Employee Engagement

Nonprofit Engagement

(Benchmarking)

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Measuring Your Program:

Demonstrating Impact

• Where are we?

• Where do we need to go?

• How do we get there?

• How are we doing on our way there?

Data: Significant driver of development.

Demonstrating your impact is hard. Stories are

great, but they do not provide the highest-level

structured picture for your program

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Balance of Data & Communication

• What can you do?

– Determine 3-5 metrics that work for you

• Start simple

– Report consistently

• Always use a visualization over a stat in a line of an email or

document

• *Not compelling for single-item metrics.

– Review

– Generate plan based on current situation

– Revisit plan at regular check ins, metrics in hand

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Presenting Data Visually

• Numbers are great. Show me trends

“The greatest value of a picture is when it forces

us to notice what we never expected to see.”

John Tukey, American Mathematician

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Palantir Technologies

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Dashboards

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Understanding Trends

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Understanding Trends:

Powerful Context

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Understanding Trends: Diving In

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Choosing the Right Metrics

• Total hours / employees vs. Distribution of hours/employees – Answers: Am I getting new employees into the

program?

– % of hours by employee experience, tenure – Drive targeted employee groups

• Comparisons by Location, Division – Answers: Where are my rock stars? Who can I

leverage to increase engagement of others around them?

– % distribution of volunteer activities, hours

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Choosing the Right Metrics

• Stickiness:

– Depth metrics:

• Avg. Hours / Activity / employee

• Avg. Activities / Employee

• Depends on your goals!

• Site Utilization : # Signups vs. Conversions

– % of people who logged in that ended up volunteering

(Current Benchmark: Connection rate)

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Choosing the Right Metrics

• What Impact did we make on the community? – Histogram Distribution of Causes, Organizations

• Hours Total, Avg. Hours an employee volunteers / cause

• Percentage of Total

• Unique # Employees / % of Total Volunteering Employees

• Actions to drive: – How do we continue to make an impact and grow the

program? • Target employee population by specific cause, nonprofits that

are/have been popular

• Context: Time of year, yearly trends (i.e. Children & Youth around the holidays) to drive opportunities

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Visualizing Trends

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Visualizing Trends

• Benchmarking Metrics: How am I doing?

– Compared to my industry

– Compared to companies of similar size

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Visualizing Trends

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Visualizing Trends

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Unique New Metrics to Consider

• Who are your most important volunteers?

• Skills gained through volunteering

• What happens after a special event—how do the

metrics change: Avg. # of activities signed up in

the 30-days following a special event

…and much more!

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Communicating About Your Program

Audience Data

Employees Impact: Causes, Organizations Helped

Leadership Value of the program, growth, total hours—translate to $ value

Investors and the Public Impact on the community: who and quantify how much

Nonprofits Contribution: How many employees, how many hours

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Communications

• To Employees & public marketing: Getting and

retaining new talent

– Millenials & corporate impact

– Chegg Research: Students respect companies that

exercise commerce with conscience, with 88%

reporting "it is important for companies to give back to

the community" and 80% reporting "it is important for

me to buy from companies that have responsible

business practices.“

• Chegg 2013 "Undercover With College Students" study

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Jake’s Tips for Communicating Data

• Email Updates/Newsletters: Paste graphs / charts, don’t attach!

• High level summary up front, on top / top left

• If data doesn’t look good: Acknowledge it! Write a plan to address.

• Time series = line graphs

• Proportions vs. Raw Counts

• No more than 6 colors in a graph – and only by categorical comparisons (i.e., location) – Red: Most important (badness)

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VolunteerMatch: Leading the Way

New Metrics Reports:

• New tools to enhance data presentation

• Easier to find high-level data

• More visually appealing

• Interactive Web Dashboard

• Live right within each client’s VM site

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Thank you!

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Q&A

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• Type questions into the box on the

right side of the your screen

• Submit via Twitter to

@VM_Solutions using “#VMbpn”

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Stay Informed

Blog: www.VolunteeringIsCSR.org

Twitter: @VM_Solutions

Newsletter: Monthly ‘Good Companies’

newsletter - Sign up on the

blog!

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Save the Date – November 20th

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2014 Giving in Numbers: Insights from CECP’s Annual Research

Thursday, November 20th, 2014

10 a.m. – 11 p.m. PT (1-2 p.m. ET)

Register here: http://bit.ly/1wy3Y2e

Featuring:

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Michael Stroik

CECP