The Numbers Matter: DO Metrics & KPIs in a Campaign

Track: Campaigns

Session Number: 2076
Date: Wed, Jul 31st, 2019
Time: 9:00 AM - 12:00 PM
Room: Grand Sonoran C-D

Description:

Is any word more dreaded by development officers than "metrics?" A critical component of measuring individual success, metrics are often seen as a not-always-necessary evil by not only gift officers, but also by those who must report on them - especially within the greater context of a campaign. Attendees will learn about some important common metrics used to evaluate DO performance, as well as a number of "key performance indicators" that often provide greater insight regarding the strengths and struggles of individual DOs. The session will also include a discussion of how PD professionals can partner with Development leadership to take away some of the mystique - and frustration - surrounding metrics.
Session Type: Pre-Conference Workshop (3h)

Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: CA:Competency 5: Prospect and Portfolio Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn a set of metrics and key performance indicators that can be used to measure development officer performance.
Learning Objective #2: Attendees will learn how to discuss metrics with development leadership and staff in a way that encourages collaboration and improves the overall process.
Shop Size: All Shop Sizes
Session Type: Pre-Conference Workshop (3h)

Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: CA:Competency 5: Prospect and Portfolio Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I, Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn a set of metrics and key performance indicators that can be used to measure development officer performance.
Learning Objective #2: Attendees will learn how to discuss metrics with development leadership and staff in a way that encourages collaboration and improves the overall process.
Shop Size: All Shop Sizes