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Opening Session presentation for CxO. CxO is a Performance Improvement Summit for not-for-profit executives with tips, trends, and case studies on how successful associations and not-for-profits are leveraging member/donor engagement measurement strategies to boost retention, revenue, and performance.
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Performance Improvement Summit
Welcome + Inspiration
Overview of the Day9.00am Welcome9.45am Educational Sessions
12.00pm Lunch with Keynote Presentation 1.00pm Finish
• ASI Global Member Survey Results
• 3 Engagement Case Studies
• Interactive Panel Discussion
• ASI Global Fundraising Survey Results
• 3 Engagement Case Studies• Interactive Panel Discussion
Membership
Fundraising
About your hosts, David & Philip
A great lineup of presenters
Allow us to set the context for the day…
The World Is Changing Rapidly
In this changing world, it’s hard to compete
We are fortunate to work with client organizations, both leading Associations and Charities…
…across 25 countries and 6 continents…
… and we see a theme in the best: they become
“learning organizations”
They use data created by their internal and external relationships to
improve performance
You’ll hear about Engagement, and why we believe measuring engagement is crucial for success in
today’s fundraising and membership environment
You’ll also hear about Performance Improvement throughout the day, and Cathi will provide our lunch keynote on this topic
Global Survey Results
Last month ASI conducted a survey and received responses from over 774 fundraising executives
and 938 membership executives in the US, Canada, UK, and Australia
Top 3 Goals
Membership
Fundraising
1. Increasing member engagement
2. Increasing member retention
3. Increasing new member acquisition
1. Growing donations
2. Increasing new donor acquisition
3. Increasing donor engagement
Top 3 Challenges
Membership
Fundraising
1. Inability to measure member engagement
2. Inadequate reporting tools
3. Total annual system costs
1. Inadequate online/mobile fundraising capability
2. Inability to measure donor engagement
3. Inadequate integration between donor management system and website
CxOs need vision across the organization. Traditionally “data silos” prevented this
Many organizations are frustrated by multiple systems
The era of CRM is over.
In summary, leading organizations:
• Harness data for performance improvement• Measure engagement• Eliminate silos of knowledge• Drive technology from strategy, which comes
from the top
Engagement used to be a lot more simple…
…than it is today.
Performance Improvement SummitMobile Site: www.advsol.com/cxodc
