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Bloomerang Presentation.pdf

  1. Fuel Your Program Funding with Data-Driven Evaluation Reporting SARAH MERION
  2. G O A L F O R T O D A Y Learn how to gain more funding by utilizing & visualizing your program data.
  3. W H A T Y O U ' L L N E E D F O R T O D A Y : An open mind and a sense of curiosity 🤔 Not required but helpful: a thirst to transform into a data-informed organization 💦
  4. Y O U ' R E I N T H E R I G H T P L A C E I F Y O U R O R G A N I Z A T I O N I S . . . Prioritizing becoming a data-informed organization because you know that measuring your impact is the only way to grow your impact Your data is scattered across systems and you don't currently have a way to figure out how to centrally analyze and visualize it Increasingly finding that funders and grant applications require or prefer organizations to provide data or evidence of impact You’re unsure how to connect the data you have to the strategy and strategic goals you’re pursuing. Craving being data-informed to lead with confidence and clarity You want to report on your program's successes and provide the proper evaluation to internal and external stakeholders
  5. HI! I'M SARAH MERION 💁🏽‍♀️ Strategist, impact advisor, and data translator to non-profit executives needing to unlock the value of the data within their organizations 📈 13+ years of helping executives leverage the power of their data and visualize it so they can make confident decisions. Former IT Strategy Consultant @ Accenture 🤝 Strategy Consulting + Data Architecture/Modeling + Business Analyst + Visualization 🧡 My personal mission: help increase the impact of non-profits, foundations, and philanthropies by leveraging their data and technology 👨‍👩‍👧‍👧 Boston-based and in the "2 under 2 club"!
  6. W H Y D O W E C A R E A B O U T D A T A - D R I V E N E V A L U A T I O N R E P O R T I N G ? Analyze your organization's program's impact using the precise angle Understand and optimize your efforts to improve them over time Determine your the right impact story for the right donor Confirm strategic decisions or gain clarity in changing course Tailor funder needs and interests to the vast ways you are able to analyze and present your program's outcomes Inform program impact projections to wider populations based on evidence of current impact
  7. Define your impact 1 Audit your data 2 Define leading indicators 3 Align your strategy 4 Visualize the outcomes 5 Tell your impact story 6 THE ROADMAP Data-Driven Program Evaluation
  8. DEFINE YOUR IMPACT Step 1 Start backward with strategy to get to the nitty gritty detailed calculations Reverse-engineer what you need to know and what your funders are asking If you can't answer this question, neither can anyone else! Program Objectives #1 #2 Intended Impact How You Measure #3
  9. AUDIT YOUR DATA Step 2 Excel or Google Sheets CRM Finance system Email marketing system Social media Google Analytics Other sneaky places or platforms?! Demographic Pre and post surveys Completeness of data Information as it relates to your program objectives Where is your data living? What types of data are you collecting? 10 minute tip: Set a timer and jot down all the places where your data is stored. Have your team do this and then consolidate your responses.
  10. DEFINE LEADING/LAGGING INDICATORS Step 3 Metrics can measure past performance or predict future performance Lagging indicators = measures past performance Leading indicators = future-looking predictive measurements and show that you're making progress toward goals Focus on the leading indicators that move the needle in your programs and how those can be extrapolated to forecast future impact.
  11. ALIGN YOUR STRATEGY TO DATA Step 4 Do you have all the data you need to demonstrate that impact? If yes, start there by calculating your evaluation reports and your impact If no, start a wishlist of data you need to collect to in order to reserve engineer the impact you want to show from your programs Use a "phased" approach to measuring your program's impact, but make sure to start with what you can measure now and demonstrate! S T R A T E G Y D A T A A L I G N M E N T
  12. VISUALIZE THE OUTCOMES Step 5 Paint the picture (literally) once you've performed your analysis Put things in context! Contextualizing your program's outcomes is key to communicating to funders Make sure you are speaking back to your original impact and note where the leading indicators are and how you control and influence the growth of those indicators
  13. TELL YOUR IMPACT STORY Step 6 Once you've consolidated, analyzed, and visualized your impact, you can communicate your program's success with evidence-based information to donors Make a stronger case for future funding based on past program success and demonstrated impact Forecast any evidence-based evaluation of your programs to make a use case for further funding and increased impact
  14. D A T A B E S T P R A C T I C E S Required fields Make sure you require everything to be filled in that truly you need. Where possible be consistent from program to program, year to year so you can cross evaluate your data Clean up old stuff Cleaning up that data you already have *now* is the best use of your time before you embark on optimizing and adding new data. Standardize formatting Using a State field? Use a dropdown field, not a write-in. MA or Massachusetts is better than MA, Ma, Mass, Massachusetts, Massachusets
  15. GROW YOUR IMPACT! Connect with me on LinkedIn: Measure and visualize your impact! Download the guide ⤵
  18. THANK YOU! Connect with me on LinkedIn: Measure and visualize your impact! Download the guide ⤵