The Technopath Way: Productivity through tech for nonprofits Tame the Data Literacy Overwhelm with Apsona
Nov 4, 2022
35:02
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What is a ‘dashboard of zeros’? What is the most crucial 3 part question to ask yourself when building reports to show your leadership? What do we really mean when we say ‘data literacy’?
Sarah is diving deep into how to think about pulling data out of your nonprofit’s CRM, how to look for untapped donations hiding in your data and quick wins for any size nonprofits when it comes to their data with Apsona’s Chief Engagement Officer, Justin Barss.
Key Takeaways:
* Dashboard of Zeros
* Who are you missing data from in your CRM? Are you losing out on possible employer matching, leaving potentially THOUSANDS of dollars on the table?
* Crucial 3 part question:
* Did it happen? (Is the data there?)
* What happened? (Specifics about what happened, who gave, how much, when?)
* Why did it happen? (Was it at a particular event? After a specific ask?)
* Build a ‘lookalike audience’ based on donors completing actions that are important for your organization
* If you have a donor that gives after each email campaign, or comes to all events she’s invited to, pull up her record and see what other identifying factors your CRM contains about her. Then pull a donor report based on those factors, minus the specific donor’s name to build an audience of donors already in your system.
* What story do you want to tell with your data?
* You can show the impact of your leadership by comparing data points
* You need at least 3 data points to establish a data trend
* Think about how else your partnerships bring value to your organization beyond just dollars/donations
What is a ‘dashboard of zeros’? What is the most crucial 3 part question to ask yourself when building reports to show your leadership? What do we really mean when we say ‘data literacy’?
Sarah is diving deep into how to think about pulling data out of your nonprofit’s CRM, how to look for untapped donations hiding in your data and quick wins for any size nonprofits when it comes to their data with Apsona’s Chief Engagement Officer, Justin Barss.
Key Takeaways:
* Dashboard of Zeros
* Who are you missing data from in your CRM? Are you losing out on possible employer matching, leaving potentially THOUSANDS of dollars on the table?
* Crucial 3 part question:
* Did it happen? (Is the data there?)
* What happened? (Specifics about what happened, who gave, how much, when?)
* Why did it happen? (Was it at a particular event? After a specific ask?)
* Build a ‘lookalike audience’ based on donors completing actions that are important for your organization
* If you have a donor that gives after each email campaign, or comes to all events she’s invited to, pull up her record and see what other identifying factors your CRM contains about her. Then pull a donor report based on those factors, minus the specific donor’s name to build an audience of donors already in your system.
* What story do you want to tell with your data?
* You can show the impact of your leadership by comparing data points
* You need at least 3 data points to establish a data trend
* Think about how else your partnerships bring value to your organization beyond just dollars/donations