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From Nothing to Full Automation: Four years of Fundraiser KPI Tracking at the University of Denver

Track: Data Science Now

Session Number: 5071
Date: Tue, Jul 26th, 2022
Time: 12:00 PM - 12:30 PM
Room: International 4

Description:

The presentation will be about the development of fundraiser metrics tracking and reporting at the University of Denver. Over the course of four years, we grew our metrics tracking program from Microsoft Excel, manual refreshes, and two tracked metrics to a fully automated Tableau dashboard capable of providing sophisticated level-of-detail reporting on an array of strategic fundraiser performance indicators. The presentation will also cover how report developers worked with leadership to build specifications, document, and improve both the Tableau dashboard itself and the implementation of the reporting program it supported. Attendees will hear about lessons learned while Michelle Zad-Langan grew her own professional and technical expertise along the way. The audience will come away with a roadmap on how to get their own fundraiser metrics tracking programs off the ground, or next steps for strategically developing a maturing one.
Session Type: Breakout Session (30 Minutes)

Learning Objective #1: Attendees can design a metrics tracking dashboard for their own institutions and programs, at any technical level.
Learning Objective #2: Attendees will know how to develop a metrics report using an agile method of project management.
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: DS:Competency 2: Project Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: Mid-Size/Large
Session Type: Breakout Session (30 Minutes)

Learning Objective #1: Attendees can design a metrics tracking dashboard for their own institutions and programs, at any technical level.
Learning Objective #2: Attendees will know how to develop a metrics report using an agile method of project management.
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: DS:Competency 2: Project Management
Intended Audience Level: Level I
Recommended Prerequisites: None
Organization Size: Mid-Size/Large