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Pipelines and Metrics and Engagement! Oh, my! A Journey Down the Yellow Brick Road to Creating an Action-Driven Performance Development Reporting Suite

Track: Relationship Management

Session Number: 6034
Date: Wed, Jul 27th, 2022
Time: 10:30 AM - 11:45 AM
Room: Marquis 103

Description:

Q&A: https://app.sli.do/event/fyjHzNwFT5Ca2SQ9n8X4ZS

How did the LSU Foundation take our perspective on performance metrics from an annual meeting with the mysterious man behind the curtain to daily-use management insights accessible at the click of a heel? Join Jordan Jopling, Senior Director of Development, and Jessica O’Connor, Senior Director Prospect Development, on a 15-month journey building a suite of tools that brought our team and individual performance indicators into full color - portfolio engagement, regional activity, pipeline building, and peer-group based quartiles. Whether you’re looking for a heart, brains, or courage to take the next step into actionable data insights, attendees will takeaway insights on building reports that inform multiple audiences, choosing your key fundraiser performance indicators, and more!
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will identify how to translate common development metrics and activity reports into drill-able data visualizations.
Learning Objective #2: Attendees can make the case for investing cross-department resources in a major dashboarding project to development leadership.
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 4: Relationship Management Reporting
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Working knowledge of common fundraiser performance metrics. Familiarity with MS Power BI helpful but not required for takeaways.
Organization Size: Mid-Size/Large
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will identify how to translate common development metrics and activity reports into drill-able data visualizations.
Learning Objective #2: Attendees can make the case for investing cross-department resources in a major dashboarding project to development leadership.
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 4: Relationship Management Reporting
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level I
Recommended Prerequisites: Working knowledge of common fundraiser performance metrics. Familiarity with MS Power BI helpful but not required for takeaways.
Organization Size: Mid-Size/Large