How many of us struggle with getting chapter volunteers to submit reports? How many of us have a file folder full of individual spreadsheets or reports? Maybe you even have some great chapter data, but are you able to make this data meaningful for your chapters, your board or even your staff? When attempting to track chapter effectiveness, knowing what to measure is just one part of the equation. The other is knowing how to collect, store and share that data, in addition to recognizing and tracking the data trends.
Check out this webinar where we share tools and tips for creating benchmarking dashboards that give input to your chapters and staff. In this webinar, you’ll hear stories from other associations on what methods they have used to leverage their data, and how they have helped chapters and staff make better decisions about what’s needed to serve member needs.
2. Got chapters? We’ve got solutions. Billhighway gives your
chapters the tools to automate and simplify operations while
creating data visibility across your entire organization. This
empowers you and your chapters to focus more on member
value and grow your association.
About Hosts
Billhighway & Mariner
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term
health and growth of your association.
3. Our Shared Purpose
To build community and connect
component-based organizations and
component relations professionals (CRPs).
4. In the chat, tell us what you need
to get out of this conversation…
what brings you here?
5. What &
Why of
Dashboards
How to Use
Dashboards
Making
Dashboards
Useable
Checklist
01 02 03 04
Today’s Conversation…
12. Informational: look for trends to
help hone support they provide
Correctional: Use it to help
chapters improve; give each chapter
a report
Motivational: tied to this year tied to
popular subsidy program
CFMA Example
16. “ Perfection is
achieved, not when
there is nothing more
to add, but when
there is nothing left
to take away.”
Antoine de Saint-Exuper
17. Share aggregate data by chapter size;
median and standard deviation
Honed in on 5 areas
1. Engaged membership
2. Local participation
3. Engaged leadership
4. Brand recognition
5. Recruitment
SIOR Example
18. Task Force
SIOR started with a
task force to aggregate
data
Lessons to Share
01
Feedback
SIOR received
feedback from
members on what they
value (priorities)
02
Ask
SIOR benchmarked
against all chapters vs
against a constant
03
19. Keeps your eyes on the
road: focuses attention on
where we’re going
Show goals & progress:
consider Celebrate, Monitor,
Act Now
Tells a story: provides
context, color and meaning
Making It Useable: Design
20. • Easy to aggregate data, draw trends, share results
• Easy for volunteers to submit: CFMA online form
Making It Useable: Management
21. • What are the strategic goals for
your components?
• What are the strategic goal(s)
for your dashboard
Who are your audiences?
What are the performance goals?
Visual priorities?
Remedies/solutions?
Refresh frequency
Views (by component, by
function, be area, by…)
Design
Building Your
Dashboard: A
Checklist
24. October 18th
Friday, October 18th, 2019
7:30 AM - 4:30 PM EDT
Happy Hour to Follow
Grand Hyatt
Washington
1000 H St. NW
Washington, DC 20001
$199 Pricing
$199 Early Bird Pricing
$249 Sleep Bird Pricing
www.leveragechapters.com
Key Points: Not about choosing the KPIs or metric (see ROI), but about collecting & sharing
Poll Question #1
What best describes where you are in the process?
I have a visual dashboard & willing to share
I have the data & report it, but not in a visual dashboard
I wish I had the data because I would report it
A dashboard is a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance. Stephen Few is the Principal of Perceptual Edge.
Power of having data you can use: id oppty, inform decisions, detect threats, drive behavior
Audience
To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT!
National Staff
Chapter Staff
Volunteers
How Will They Use?
Informational – support decision-making
Motivational – drive behavior
Correctional – keep on track (alerts)
Poll #2
Regardless of the audience, what is your primary motivation for doing this?
Informational – support decision-making
Motivational – drive behavior
Correctional – keep on track (alerts)
Audience
To whom are we talking? Attention Span is SHORT! Needs are DIFFERENT!
National Staff
Chapter Staff
Volunteers
How Will They Use?
Informational – support decision-making
Motivational – drive behavior
Correctional – keep on track (alerts)
Example CFMA
Informational – look for trends so help hone support they provide, e.g. noticed many don’t have coordinated membership campaign, so will create tool kit in that
Correctional – Use it to help chapters improve; give each chapter a report
Put internally in categories: critical, medium, compliant (aka healthy)
Motivational – tied to this year tied to popular subsidy program: The STAR Program provides a subsidy $3,000/chapter; has to be used for specific purpose
We’re not going into detail on this – just mentioning.
Data Sources - What are we measuring?
Key Performance Indicators: Begin with connecting to the organization’s strategic goals
Membership – Recruitment/Renewal/Engagement
Financial – Income/Expense
Activity – Posts/Registrations/Volunteering/Donations/…
Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments
Alignment – working in alignment with national
Poll #3
Which of these would you most like to benchmark in a dashboard?
Membership – Recruitment/Renewal/Engagement
Financial – Income/Expense
Activity – Posts/Registrations/Volunteering/Donations/…
Perceptions – Satisfaction/Net Promoter Score/Ratings/Comments
Alignment – working in alignment with national
Are These The Right Key Performance Indicators (Valid, Reliable, Appropriate)?
Actionable – Do I have any control over this outcome?
Common Interpretation – Does my “10” = your “10”?
Accessible/Credible – Is the data available with modest from trustworthy source?
Transparent/Simple Calculation – Does everyone understand how it was generated?
SIOR
Honed into 5 areas:
ENGAGED MEMBERSHIP
Chapter Participation (Unique members)
Volunteers
World Conferences (Unique members)
SIOR Foundation donors
MySIOR posts
Transactions reports
LOCAL PARTICIPATION
Event attendance (Unique members)
Event attendance (Cumulative)
Regional conference attendance
ENGAGED LEADERSHIP
Meetings/events frequency (Monthly)
Communications frequency (Monthly)
CLC Meetings attendance
BRAND RECOGNITION
Sponsorship revenue ratio
Prospects ratio
RECRUITMENT
Member growth (Gross)
Young professionals growth
Pull from a variety of data sources – HL info, registration nationally, membership data, registration lists from chapters, reports from chapters re volunteer lists, budget info
Still in Excel – but storing all data collected in DB with future intent of creating solutions in tableau
Report for national (detail) and chapters; We’ve shared back in aggregate by chapter size. Median and standard deviation.
Insight to CRP’s:
Started with a TF – came up with 20 potential things; narrowed down to critical ones
Important to get feedback from members on what they value – to discover what are the priority points
the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).
SIOR
Insight to CRP’s:
Started with a TF – came up with 20 potential things; narrowed down to critical ones
Important to get feedback from members on what they value – to discover what are the priority points
the organization/person working on this should determine what the metric they want the chapter benchmarked against is, whether that is all other chapters (within a certain category or not) or some constant (the communications question or an organization compliance requirement).
Design Attributes – What does it look like?
Keeps Your Eyes on the Road – Focuses attention on where we’re going.
Tells a Story – Provides context, color and meaning.
Show goal and progress – consider Celebrate, Monitor, Act Now
Making it Usable
Easy to aggregate data, draw trends, share results
Easy for volunteers to submit: e,g, CFMA online form - http://www.cfma.org/chapter/content.cfm?ItemNumber=1956
Building Your Dashboard
What are the strategic goals for your components? Clearly articulate how your components advance the mission of the association.
What are the strategic goal(s) for your dashboard? Determine the specific behaviors and outcomes you want the dashboard to drive.
Design
Who are your audiences? Identify who will use the dashboard and how they will use it.
What are the performance goals?
What do you measure?
What are the data sources?
Are they actionable?
What are/how did you establish visual priorities?
Are remedies/solutions to under-performance included?
What is the refresh frequency (real time, hourly, daily, weekly, …)
What are the views (by component, by function, by area, by time, …)