Reporting & Visualization Techniques for Relationship Management

Track: Relationship Management

Session Number: 2112
Date: Fri, Aug 2nd, 2019
Time: 4:00 PM - 5:30 PM
Room: Grand Sonoran A-B

Description:

This session will cover different approaches to represent relationship management activity, ie portfolio characteristics, development activity, and development metrics. Examples will illustrate good design principles and compelling, actionable data products.
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 4: Relationship Management Reporting
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 9: Fundraiser Performance
Intended Audience Level: Level I
Recommended Prerequisites: I'll use examples made in Excel and Tableau, but the session will be tool-agnostic
Learning Objective #1: Attendees will learn information visualization techniques and best practices
Learning Objective #2: Attendees will be able to critique visualizations to improve interpretability and story telling
Shop Size: All Shop Sizes
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 4: Relationship Management Reporting
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 9: Fundraiser Performance
Intended Audience Level: Level I
Recommended Prerequisites: I'll use examples made in Excel and Tableau, but the session will be tool-agnostic
Learning Objective #1: Attendees will learn information visualization techniques and best practices
Learning Objective #2: Attendees will be able to critique visualizations to improve interpretability and story telling
Shop Size: All Shop Sizes