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Using Simple Metrics to Motivate Fundraiser Performance

Track: Relationship Management

Session Number: 6025
Date: Fri, Jul 29th, 2022
Time: 8:00 AM - 9:00 AM
Room: International 7

Description:

Why do we use metrics other than dollars raised to evaluate fundraiser performance? What metrics should my organization be using? These are questions many new prospect development professionals will need to answer. This presentation will discuss the basic purpose of metrics, trends in metrics across a variety of nonprofits, and present five basic metrics that have a low barrier to usage but high correlation with results. I will start with the premise that particularly for major gift individual fundraising, while timing of gifts can be unpredictable, there are some basic activities that lead to stable results over a three to five year window which good metrics can help quantify. I’ll talk briefly about metric setting philosophies and how to obtain leadership and fundraiser buy-in for metrics. Included in this presentation will be the results of an independent research project engaging nonprofits across the country (survey to be conducted in Q1 2022 through the Apra network) focusing on how other organizations are using metrics to motivate their teams. Finally, I’ll present five basic metrics that any fundraising shop can easily implement: donor interactions, prospect qualifications, solicitations, relationship stage changes, and closed gifts. I will explain why these are important data to track and give a brief overview of how to track and report on the data. I will also share challenges and best practices for fundraiser adoption, including a case study of Greater Twin Cities United Way. Attendees will leave this session equipped with an understanding of the common fundraising metrics and how to use them to improve their fundraising team’s success.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can determine appropriate metrics to use for fundraiser performance and portfolio pipeline health.
Learning Objective #2: Attendees can measure and report on fundraiser performance using trackable metrics
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can determine appropriate metrics to use for fundraiser performance and portfolio pipeline health.
Learning Objective #2: Attendees can measure and report on fundraiser performance using trackable metrics
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: RM:Competency 2: Relationship Management Policy
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: All Team Sizes