OverDRIVE/ 2018 Schedule
8:00 am: Registration and Coffee
8:30 a.m. - 9:00 am: Welcome & Orientation
9:00 a.m. - 10:10 am: Leading with Business Purpose
Transforming Prospect Management with Machine Learning
Rodger Devine, Senior Executive Director of Business Intelligence, USC
Prospect management is a critical, multi-faceted and often labor-intensive process. This session will explore and discuss data-driven methods to sort, rank and prioritize prospect management workflow across the entire donor lifecycle continuum. A case study on the development of a Fundraising Pipeline Tool will also be featured, including how to shift your advancement operations from conventional (reactive) reporting to interactive (proactive) decision support tools.
10:25am - 11:35am: Precision Prospect Development
Building the Platform that will Usher in the Era of Precision Philanthropy
Nathan Fay, Associate Vice President, Prospect Development, City of Hope
Each nonprofit organization is a living entity made up of a multitude of moving parts. Precision Prospect Development seeks to plug into the unique DNA of an organization in order to sync all activities so as to operate in a seamless fashion that will best meet the needs of the organization, further the mission and optimize the donor experience. Precision Prospect Development is all about maximizing impact through custom tailoring business processes. It is about the distillation of data into actionable intelligence that is precisely pinpointed to match with a programmatic pathway. Right time, right place, right people, right project, right prospect, right ask. In this session, you will learn how to position yourself and your department so that you are able to maximize your influence, get a seat at the table and develop strategies for all constituents in your database.
11:35am - 12:45pm: Networking Lunch
12:45pm - 1:30pm: Effectively Communicating Complicated Analytics
Everything You Need to Know You Learned in Kindergarten
Alison Sommers-Sayre, AVP for Advancement, Princeton University
Complicated ideas can often be most effectively communicated with a straightforward, widely accessible approach. Learn how to best represent the value and meaning of your analytics work to diverse audiences, and most importantly to senior staff, VPs and trustees.
1:30pm - 3:30pm: Model Mania
Predicting the Future: Using Models to Drive Predictable Outcomes
David Lamb, Target Analytics, a division of Blackbaud, Inc.
Not too long ago, predictive modeling was thought by many nonprofit pros to be in the same league as voodoo and crystal balls. However, as the age of Big Data has dawned on society, nonprofits have begun to recognize the benefits of predictive models that have long been embraced by the academic and corporate world. Modeling is attainable for organizations of all shapes and sizes, and the results have been revolutionary. Like the organizations that use them, models and the outcomes they drive are remarkably diverse. Still, every model’s success hinges on accurate data, sound methodology, and a carefully crafted strategic plan. This session will discuss those foundations of the modeling process.
A Case Study Blitz
Hear a variety of case studies across data analytics including the creative solutions prospect development professionals have used to identify prospects, create donor clusters, and more.
Developing the Parent & Family Giving Model
Brett Lantz, Senior Associate Director of Analytics, University of Michigan Office of University Development
Prospecting for Parent & Family Giving (PFG) presents challenges distinct from those in conventional alumni major giving programs. In addition to an accelerated and finite timeline, we typically know much less about parents than we know about alumni and friends. This presentation will describe the approach taken at the University of Michigan to replace the PFG team's manual prospecting process with a more automated and efficient process using data and models.
Creating Donor Clusters for Strategic Segmentation
Barron Cato, University of Washington
A case study of how a giving data k-means clustering experiment turned into a useful segmenting tool for our non-fundraising units like UW Marketing and our Annual Philanthropy team.
A Case for Investing back into Development and Workforce
Zeki Kavgaci, Analyst, City of Hope
This session will develop a quantitative case for maximizing revenue by repurposing ‘Best Prospects’ model scores. Model scores along with the historical plan and contact report data can be used to calculate optimal portfolio size per fundraiser, therefore allowing us to uncover the precise number of additional fundraisers needed to reach the full potential of unassigned prospects.
Combining What You Know with What You Don't
Leigh Petersen, Sr. Director of Advancement Services and Operations, Southwestern University
This session will share how any org of any size can combine descriptive scores (what a constituent has done) with predictive modeling scores (what we want them to do) to segment, target, and prioritize prospecting, solicitations, events, and communications for measurable outcomes.
3:30pm - 3:45pm: Break
3:45pm - 4:30pm: Faculty Panel
4:30pm - 5:30pm: Faculty Lab (Optional)
Sign up for 1:1 meeting time with the faculty members to get questions answered, tackle problems, or work through recommendations.