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ABOUT TECHSOUP CANADA

Is my org eligible?

a) Does your business number end in RR0001?

b) Do you have a Letters Patent from Industry Canada?

c) Are you incorporated as a not-for-profit corporation with your province?

d) Are you a library?

You may be eligible to get donations of…

DONATIONS PROGRAM

ABOUT ME

• Community Engagement Manager

• Online community & resources about nonprofit technology

For example… the nonprofit tech self-assesment: https://www.techsoupcanada.ca/en/community/blog/are-your-technology-priorities-in-order-take-the-tech-se

lf-assessment

@tierneys@techsoupcanadafacebook.com/techsoupcanadatechsoupcanada.ca/community/blogyoutube.com/techsoupcanadaslideshare.net/techsoupcanada

AGENDA

• A bit about metrics (what to measure)

• A bit about data collection (how to measure)

• A bit about dashboards (what to do after measuring)

A BIT

ABOUT

METRIC

S

( WH

AT

TO

ME

AS

UR

E)

HOW DO YOU MEASURE SUCCESS?

SEE SAYFEEL

DO

EngagementExposure Conversion

Credit: Fentonhttp://www.fenton.com/resources/see-say-feel-do/

WHAT ARE SOME EXAMPLE METRICS?

SEE SAY FEEL DO

Credit: Fentonhttp://www.fenton.com/resources/see-say-feel-do/

• FB Page Likes

• TW followers

• RSS or email subscriptions

--------------------

• YouTube views

• Bit.ly clicks

• FB reach

• FB Content Likes

• FB Shares

• Retweets

• Email forwards

• Google +1s

• FB Shares with message

• Retweet with message

• FB or blog comments

• Online mentions

• Donations

• Advocacy actions

• Event attendance

• Membership

• Volunteerism

PAIR-SHARE

What metrics do you feel are most useful for

capturing what you do?

A BIT

ABOUT

DATA

COLLECTI

ON

( HO

W T

O M

EA

SU

RE

)

STEPS TO DATA HAPPINESS

1.Define your question2.Choose metrics3.Collect data4.Share data5.Use data6.Tweak, learn, improve, repeat

… but are you using it?

YOU PROBABLY ALREADY HAVE LOTS OF DATA…

Source: http://www.nten.org/research/2012-state-of-data

TIP: BUILD ON WHAT YOU HAVE

Look at the data you are already collecting:

• Social media stats• Opens/clicks for email• Donations• Volunteer records

Etc.

Pull it all together & cross reference

”“TIP: CREATE NEW HABITS

Momsrising holds a weekly staff meeting

nicknamed “Metrics Monday.” Each program and campaign staff person reviews their reports in preparation for a group conversation about what actions to reinforce, how refine messages, and other improvements. Says Kristin, “Our dashboards have multiple views – a high level view and the ability to drill down into specific campaigns – this informs our discussion.”

Source: http://www.bethkanter.org/momsrising-key-results/

TIP: MAKE IT VISUAL

Source: http://dashboard.imamuseum.org/

PAIR-SHARE

What tips have helped you to stay on top of

your data?

A BIT

ABOUT

DASHBOARDS

( WH

AT

TO

DO

AF T

ER

ME

AS

UR

I NG

)

4 APPROACHES TO DASHBOARDS

Excel or PowerPoint1

2

3

4

Built-in dashboards (in your database/ CRM/donor management system)Reporting/dashboard/business intelligence tool

Custom built dashboards

EXCEL & POWERPOINT DASHBOARDS

PROS• Familiar tools

• No IT expertise needed

• Flexible, easy to customize

• Helps you experiment

CONS• Less powerful

than other tools

• Usually involves manual effort

• No real-time feedback

1

EXCEL EXAMPLE: NTEN1

Source: http://www.nten.org/blog/2009/04/16/dashboards-track-your-organizational-progress

POWERPOINT EXAMPLE: YEAR UP1

Source: http://www.givewell.org/files/04-3534407/B/Dashboard%20assessment.ppt

TECHSOUP CANADA1

BUILT-IN DASHBOARDS

PROS• Pulls directly

from existing data automatically

• Often update in real time

• No new systems required

CONS• Requires a

robust dashboard feature in your existing system

• System may not include all relevant data

2

SALESFORCE2

Case study: https://www.techsoupcanada.ca/en/learning_center/articles/dashboard

GOOGLE ANALYTICS2

More info: http://gettingattention.org/articles/625/evaluation/increase-nonprofit-marketing-impact-google-analytics.htmlhttp://googlefornonprofits.blogspot.ca/2013/07/how-to-keep-track-of-multiple-marketing.html

DASHBOARD TOOL

PROS• Integrate multiple

data sources

• Not reliant on built-in dashboard functionality

• More features available (e.g. compared to a spreadsheet)

CONS• A new system to

acquire and learn

• May require IT assistance, or at least some tech savvy

3

DASHBOARD TOOLS

Features to consider:

• Data sources

• Drill-down-ability

• Ease of updating

• Data analysis capabilities

3

More info: https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/dashboard-challengehttp://www.dashboardinsight.com/articles/digital-dashboards/fundamentals/7-small-business-dashboard-design-dos-and-donts.aspx

ZOHO REPORTS3

More info: https://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/zoho-reports-review

GECKOBOARD3

CUSTOM DASHBOARDS

PROS• Exactly

customized for you, maximum flexibility

• Integrate multiple data sources

CONS• Custom

development (IT) required

• Need capacity to maintain it

4

EXAMPLE: ONE ACRE FUND4

Source: http://www.oneacrefund.org/results/dashboard/

EXAMPLE: INDIANAPOLIS MUSEUM OF ART4

Source: http://dashboard.imamuseum.org/

GOOD DATA VISUALIZATION PRACTICES

Source: http://www.techsoupcanada.ca/community/blog/data-visualization-foundations

FURTHER READING

• Getting started with Data-Driven Decision making (NTEN workbook)

http://www.nten.org/research/2013-data-workbook-download

• Jane vs. Tierney: Dashboard Tools for Nonprofitshttps://www.techsoupcanada.ca/en/community/blog/jane-vs-tierney/dashboard-challenge

• Data visualization for dummies: how your nonprofit can tell powerful stories with data

http://www.techsoupcanada.ca/community/blog/data-visualization-foundations

• Understanding Software for Program Evaluation (report by Idealware)

http://www.idealware.org/reports/understanding-software-program-evaluation

QUESTIONS?

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