How Substantial are the Contact Reports?

Track: Data Analytics Symposium

Session Number: 1091
Date: Wed, Aug 8th, 2018
Time: 2:00 PM - 2:30 PM

Description:

Contact reports are important at the University of Minnesota Foundation to create institutional memory and provide continuity in developing relationships with the prospects. Last year, the development officers’ contact reports were examined for substantial content. To avoid bias in getting a sample, a sampling technique was applied to more than ten thousand contact reports. The review team ranked the sample in terms of quality and thoroughness. Results showed that 32% of the sample reviewed have insufficient information. Findings were presented to the researchers and development community using Tableau data visualization.
Sub-Categorization: Enterprise Track
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Secondary Competency: CA:Competency 2: Campaign Planning, Feasibility and Goal Setting
Tertiary Competency: DA:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to apply sampling and testing techniques to review contact reports and other prospect management activities and tweaked for their own organization.
Learning Objective #2: Attendees will learn strategies on how to present findings based on the type of audience using visualization tools.
Shop Size: All Shop Sizes
Sub-Categorization: Enterprise Track
Session Type: PD or DAS Case Study (30 minutes)

Primary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Secondary Competency: CA:Competency 2: Campaign Planning, Feasibility and Goal Setting
Tertiary Competency: DA:Competency 4: Statistical Techniques and Competencies
Intended Audience Level: Level I, Level II
Recommended Prerequisites: None
Learning Objective #1: Attendees will learn how to apply sampling and testing techniques to review contact reports and other prospect management activities and tweaked for their own organization.
Learning Objective #2: Attendees will learn strategies on how to present findings based on the type of audience using visualization tools.
Shop Size: All Shop Sizes