Apra PD 2022.jpg

Advanced Fundraising Reporting

Track: Data Science

Session Number: 6038
Date: Fri, Jul 29th, 2022
Time: 9:15 AM - 10:15 AM
Room: Marquis 103

Description:

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

Three years into revolutionizing their annual fundraising goal-setting process, Syracuse needed a way to produce solicitation data for all schools, colleges and central units in a timely fashion that didn’t unnecessarily drain personnel resources in the midst of a campaign and global pandemic. Further, senior leadership needed a pragmatic lens by which to view planned work and its likelihood of success, and managers needed comprehensive reports to view their frontline fundraisers’ activity. Join Syracuse University’s Assistant Director of Prospect Management and Assistant Director of Data Analytics to learn how they built a suite of Tableau dashboards that provides detailed insights into the university’s fundraising pipeline and optimizes individual and team portfolio management.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can assess planned work to conclude whether their organization can reach their fundraising goal.
Learning Objective #2: Attendees can compile a series of charts to empower fundraisers to better manage their prospects.
Primary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: DS:Competency 6: Strategic Management & Communication
Intended Audience Level: Level II
Recommended Prerequisites: Data visualization experience recommended (Excel, Tableau, Power BI, etc.). Basic understanding of solicitations and portfolio management.
Organization Size: Mid-Size/Large
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can assess planned work to conclude whether their organization can reach their fundraising goal.
Learning Objective #2: Attendees can compile a series of charts to empower fundraisers to better manage their prospects.
Primary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Secondary Competency: RM:Competency 8: Pipeline Management
Tertiary Competency: DS:Competency 6: Strategic Management & Communication
Intended Audience Level: Level II
Recommended Prerequisites: Data visualization experience recommended (Excel, Tableau, Power BI, etc.). Basic understanding of solicitations and portfolio management.
Organization Size: Mid-Size/Large