Education

OverDRIVE/ 2020 Schedule

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8:30 a.m. - 9:00 a.m.

Coffee

9:00 a.m. - 9:15 a.m.

Welcome Remarks

9:15 a.m. - 9:50 a.m.

Start Smart: Situating Projects for Success

Cara Giacomini, Director, Advancement Analytics, University of Washington
Body of Knowledge: Data Science

Competency 2: Project Management; Competency 6: Strategic Management & Communication

Learn how to connect your data projects to a larger business strategy. By following a simple framework, you can ensure analytics helps address areas of true need where your organization is ready and able to turn data into action. Follow the journey of two real-life examples from the University of Washington. First, the introduction of new metrics for Annual Philanthropy, which dramatically changed historic measurement practices. Second, the initial establishment of standard metrics on email marketing across the organization, which significantly changed the scale and type of data available. Participants will leave with a clear sense of how the data they provide can help move the needle in their organization.

9:55 a.m. - 10:30 a.m.

Not All Heroes Wear Capes: Text Mining for Philanthropic Interests with Excel

Rachel Veron, Director of Analytics, LSU Foundation

Body of Knowledge: Data Science
Competency 4: Statistical Techniques and Competencies

An easy first-step into prospecting for a new fundraising project is scouring the information your organization has stored in contact reports. But how can we do this with super-human speed? Enter fundraising analytics and text mining. Join Rachel Veron, Director of Analytics at the LSU Foundation, to learn about a collaborative special project led by Analytics at the LSU Foundation that developed a text mining technique for prospecting projects… all in Excel! Later, in the Workshop Session, we will work in small groups to apply the technique using public data.

10:30 a.m. - 11:00 a.m.

Networking Break

11:00 a.m. - 11:35 a.m.

Thinking Reproducibly

James Rogol, Data Consultant, University of Virginia

Body of Knowledge: Data Science
Competency 1: The Data Science Umbrella; Competency 6: Strategic Management & Communication; Competency 8: Organizational Data Strategy & Governance

As advancement becomes an increasingly data-driven business, and fundraising professionals embark on Data Science projects, embracing the tenets of a reproducible workflow will pay dividends in the long run. Though the benefits of a transparent, portable and sharable (even with one’s future self!) methods can be easily understood, implementing an analysis may not be straightforward. Drawing on scenarios encountered at the University of Virginia, this session will demonstrate how organizations (and their “data people”) can “Think Reproducibly” at each stage of analysis – from inception to delivery – and position themselves for future success.

11:45 a.m. - 12:15 p.m.

Lunch

12:15 p.m. - 1:00 p.m.

The Competitive Imperative of Good Charts

Scott Berinato, Author

In this keynote, Scott will layout why data visualization (dataviz) matters and why people who (and organizations that) invest in getting better at visual communication and information design will gain an advantage over those that don't. In datafied times, it's not enough to gather data. It's not even enough to analyze it well. It must be communicated, and the best way to do that is through dataviz. Scott will also explain the basis of what makes a good chart, showing several transformations of prosaic charts into clear visuals that convey ideas persuasively. Scott will incorporate a prospect development professional’s work into the presentation to show a transformation relevant to the philanthropic mission of your organization. Finally, Scott will talk about presentation techniques that will help you communicate ideas in your good charts in ways that captivate an audience.

1:00 p.m. - 1:30 p.m.

Optimize Your Fundraising: donorCentrics Advanced Performance Dashboards

David Lamb, Principal Analytics Consultant, Blackbaud

Performance measurement is critical to understanding fundraising trends and developing effective strategies for growth. This presentation will showcase donorCentrics Advanced Performance Dashboards – an interactive, web-based business intelligence application for monitoring performance at a strategic level as the year progresses. We’ll explain how fundraisers use the application to identify overperforming and underperforming segments unique to their institution, monitor ongoing performance targets, accurately forecast full-year results, and better understand how the donor lifecycle impacts their fundraising performance.

1:30 p.m. - 1:45 p.m.

Workshops Overview

1:45 p.m. - 3: 00 p.m.

Workshops

Follow up the morning education sessions with interactive, small group work that dives into the practical application of the concepts presented. Descriptions below.

3:00 p.m. - 3:30 p.m.

Networking Break

3:30 p.m. - 4:00 p.m.

Workshops Wrap-up

4:00 p.m. - 5:00 p.m.

The Journey to Organizational Fluency

Moderated by: Steve Grimes, Director of Development Analytics and Strategy, Jazz at Lincoln Center
Shelley De Leon, Manager, Planned Giving Data and Analytics, City of Hope
Nadine Francis, Senior Director, Advancement Services and Information Systems, Pomona College
Jon Gerckens, Assistant Director of Enterprise Reporting and Infrastructure, Business Intelligence and Data Science Team, The Ohio State University Office of Advancement
Emily Gustafson, Assistant Director for Digital Marketing, Cornell University

As fundraising professionals, we have now come to a point in our industry where we understand the importance of making sure our organizations and respective departments are data fluent. Data fluent shops are those that have adopted efficient data processes and methods that are integral in guiding their business decisions. However, what does that actually look like at the ground level across different fundraising environments? Join our diverse panel of industry experts as we have a lively discussion on the nuances that come along with the journey to organizational data fluency.

Workshops:

Start Smart: Situating Analytics Projects for Success (workshop)
Cara Giacomini, Director, Advancement Analytics, University of Washington

Body of Knowledge: Data Science
Competency 2: Project Management; Competency 4: Statistical Techniques and Competencies; Competency 6: Strategic Management & Communication

In this workshop, you will work through a data challenge in small groups of 3-4 participants. The challenge: develop a strategy to collect and analyze the most useful data to address a strategic need. Groups will start with a business question and add context, translate the question to a data question, review data sources, and brainstorm on how to gather user feedback and recruit data champions. There will be time for a large group discussion.

Not All Heroes Wear Capes: Text Mining for Philanthropic Interests with Excel (workshop)
Rachel Veron, Director of Analytics, LSU Foundation

Body of Knowledge: Data Science
Competency 4: Statistical Techniques and Competencies

In this workshop, Rachel will guide you through a text mining challenge in small groups of 3-4 participants. The challenge: work together to design a sound analytical approach and Excel text mine to identify the top causes of people who have shared their philanthropic passions. The data: our brains and those accounts.

Thinking Reproducibly (workshop)
James Rogol, Data Consultant, University of Virginia

Body of Knowledge: Data Science
Competency 4: Statistical Techniques and Competencies; Competency 5: Visualization/Reporting Techniques and Competencies

Working in small groups, participants will walk through practical applications of concepts presented in the morning session. Examples will utilize the free and open source R programming language, but no experience is necessary!

The second half of the workshop will provide a forum to discuss how attendees might implement reproducibility in their own organizations. For example, how can a recent project become more generalizable, or how can a common task encountered daily, weekly or annually be made more efficient?