Empowering Development Officers with Moves Management Dashboards

Track: Data Analytics Symposium

Session Number: 1021
Date: Thu, Aug 9th, 2018
Time: 10:15 AM - 10:45 AM
Room: Room 315-316

Description:

Presenter will cover the nitty-gritty of creating a moves management dashboard, focusing on portfolio analyses and prospect leads. How can prospect quality and prospect manager engagement be categorized and scored? How can an algorithm steer personalized leads to front-line fundraisers—from development associates to principal gift officers? These questions will be explored. Attendees will see how data visualizations can serve as segmentation filters; how the transparency of fundraising analytics impacts advancement shops; and principally, how moves management dashboards empower development officers to prioritize prospect assignment, qualification, cultivation, and solicitation.
Sub-Categorization: Enterprise Track
Session Type: Breakout Session

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: DA:Competency 3: Data Manipulation Skills
Intended Audience Level: Level II
Recommended Prerequisites: PL/SQL or SQL, and familiarity with data visualization concepts
Learning Objective #1: Attendees will learn methodology to code, design, and deploy moves management dashboards: a worthwhile pursuit to empower gift officers to make data-driven decisions.
Learning Objective #2: Attendees will see Advizor, an interactive data visualization platform, in action.
Shop Size: Mid-Size/Large
Sub-Categorization: Enterprise Track
Session Type: Breakout Session

Primary Competency: RM:Competency 5: Moves Management
Secondary Competency: RM:Competency 7: Portfolio Management
Tertiary Competency: DA:Competency 3: Data Manipulation Skills
Intended Audience Level: Level II
Recommended Prerequisites: PL/SQL or SQL, and familiarity with data visualization concepts
Learning Objective #1: Attendees will learn methodology to code, design, and deploy moves management dashboards: a worthwhile pursuit to empower gift officers to make data-driven decisions.
Learning Objective #2: Attendees will see Advizor, an interactive data visualization platform, in action.
Shop Size: Mid-Size/Large