216: The Long and Winding Road: Driving Analytics from Campaign Prospecting to Forecasting

Track: Campaigns

Session Number: 216
Date: Thu, Jul 27th, 2017
Time: 1:15 PM - 2:45 PM

Description:

Analytics. Modeling. Data Mining. Wealth Analysis. Industry Best Practices and Benchmarks. These are not just buzz words! You already know they are important to your organization’s prospecting success. But are you maximizing their impact? Do you really know if they are helping your team? And, how do you prove their value to your boss? In this session, we’ll follow the 3 year journey of how the University of South Dakota conducted a series of analyses to systematically segment its database for a campaign, redistributed gift officer portfolios, built reports to track progress, began showcasing success, and is now using past performance to forecast future gains.
Session Type: Breakout Session (90 minutes)

Primary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Secondary Competency: CA:Competency 4: Campaign Identification and Pipeline
Tertiary Competency: DA:Competency 8: Analytics and Campaign
Intended Audience Level: Level I, Level II
Learning Objective #1: Demonstrate examples of how to report progress/ROI and use these metrics to begin forecasting future results.
Learning Objective #2: Review the importance of senior level buy-in to encouraging strategic assignment within gift officer portfolios.
Session Type: Breakout Session (90 minutes)

Primary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Secondary Competency: CA:Competency 4: Campaign Identification and Pipeline
Tertiary Competency: DA:Competency 8: Analytics and Campaign
Intended Audience Level: Level I, Level II
Learning Objective #1: Demonstrate examples of how to report progress/ROI and use these metrics to begin forecasting future results.
Learning Objective #2: Review the importance of senior level buy-in to encouraging strategic assignment within gift officer portfolios.