Work Better Together

Work Better Together Bridge the gap to bring your event to the next

level

You’re Not Alone.

You’ve Got the Ingredients

Who We Are

FUNDRAISERS, STRATEGISTS, PROJECT MANAGERS

Mark Becker Founder Nickname Fun Fact

Kristin Flickinger Associate Director

Shana Masterson Senior Strategy

Consultant Nickname Fun Fact

Taylor Shanklin Product Marketing

Manager, P2P Nickname: T-Shank

Twimom (but only the movies)

Set the Stage


• Safe Space • Ground Rules

Ice Breaker: 20 minutes


• This will be fun and quick • Write down:

• 3 Items you would take if you were stranded on an island

• We will go around the room and introduce selves and share 3 items

Overview of a project lifecycle

Part 1: Shana/Kristin: What happens before starting a new project from NPO perspective Par 2: Mark to walk through project lifecycle

FROM A > B > C > K > W > K, ENDING AT Z


FIRST THINGS FIRST

You can’t always control which cooks are in the kitchen -- or if they can even cook.


PLAY NICE

Build relationships • Do favors • Say yes • Say “thank you” and

“good job” • Tell her boss that she’s

awesome


DON’T BE…

Are you bringing something to the table or taking something away?


YOUR ROLE

Where do you fit in? Where do you want to fit in?


OWNERSHIP


WHO DECIDES THAT THERE IS A “PROJECT”?

Many “projects” are things on MY to do list that I need OTHER PEOPLE to help me with.

Stages in a Project Lifecycle

Initiation:

• Business Case

• Stake Holders

• Project Team


Planning:

• Project Plan

• Resource Plan

• Financial Plan

• Risk Plan

• Acceptance Plan

• Communications Plan

• Procurement Plan

• Contracts for external resources

/ suppliers


Execution:

• Implement deliverables

• Monitor and Control:

• Time

• Cost

• Quality

• Change

• Risk

• Issue

• Procurement

• Acceptance

• Communication


Closure:

• Sign off

• Post mortem /

Results review

Group Share

We’ll write them up on the board

WHAT ARE YOUR TOP PAIN POINTS?

When departments speak different languages.

COMMUNICATION & NEGOTIATION

Group Share

In your role, how can you exert

influence to make sure these things

happen?

WHAT’S WITHIN OUR CONTROL?

AIDS/Lifecycle Showcase

MOVES MANAGEMENT WITH DATA

Moves Management: The process of stewarding donors from entry-level to major donors using a series of planned touches or “moves”.

The process of stewarding participants from minimum achievers to top performing fundraisers using a series of planned touches or “moves”.

P2P Moves Management:


• Determine Benchmarks


Developing Moves:

• Determine Timeline

• Collect Data

• Analyze Data

• Develop Strategy



Sample Data – Fundraising Minimum: Retention Based on Fundraising Level

$0 $1-$499 $500-$999 $1000-$1499 $1500-$1999

1-Jan 46% 65% 83% 85% 90%

1-Feb 42% 64% 83% 88% 91%

1-Mar 34% 62% 82% 89% 93%

1-Apr 21% 53% 76% 88% 94%

1-May 7% 34% 68% 83% 92%

Calling Periods Retention

Brackets Message Fundraising Message

Oct 14-Oct 21 $0 Cannondale $5K+ Goals $5K Goals increase to $10K

Nov 1-Dec 1 $0 WAD $5K+ Goals $5K Goals increase to $10K

Dec 1-Jan 1 $0-$1500 EOY Giving $5K+ Goals $5K Goals increase to $10K

Jan 1-Feb 1 $0-$499 $5K+ Goals $5K Goals increase to $10K

Feb 1-Mar 15 $1-$999 Windvest $2K-$3K $5K & $10K incentives

Mar 16-Apr 11 $500-$999 Tent Assign $3K-$5K $5K & $10K incentives

Apr 14-Apr25 $500-$1499 $5K-$10K $5K & $10K incentives

Apr 28-May 9 $500-$1999 $5K-$10K $5K & $10K incentives

Retention Based on Fundraising Level (Average ALC9 & ALC 10)

$0 $1-$499 $500-$999 $1000-$1499 $1500-$1999

1-Jan 46% 65% 83% 85% 90%

1-Feb 42% 64% 83% 88% 91%

1-Mar 34% 62% 82% 89% 93%

1-Apr 21% 53% 76% 88% 94%

1-May 7% 34% 68% 83% 92%

Retention Based on Fundraising Level

$0 $1-$499 $500-$999 $1000-$1499 $1500-$1999

1-Jan 46% 65% 83% 85% 90%

1-Feb 42% 64% 83% 88% 91%

1-Mar 34% 62% 82% 89% 93%

1-Apr 21% 53% 76% 88% 94%

1-May 7% 34% 68% 83% 92%


$0 $1-$499 $500-$999 $1000-$1499 $1500-$1999

1-Jan

1-Feb

1-Mar

1-Apr

1-May

• Determine Benchmarks


$0 $1-$499 $500-$999 $1000-$1499 $1500-$1999

1-Jan

1-Feb

1-Mar

1-Apr

1-May

• Determine Timeline • Collect Data • Analyze Data



Sample Data – No Fundraising Minimum:

• Determine Benchmarks • Determine Timeline • Collect Data • Analyze Data - Retention Retention by Bracket

$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov 64% 69% 60% 100% 0% 0% 100%

1-Dec 63% 73% 60% 100% 50% 50% 100%

1-Jan 62% 73% 71% 78% 67% 50% 100%

1-Feb 61% 77% 74% 73% 75% 50% 100%

1-Mar 61% 73% 77% 83% 91% 67% 100%

1-Apr 60% 75% 72% 90% 91% 83% 89%

1-May 58% 73% 80% 90% 95% 100% 90%

1-Jun 54% 70% 84% 93% 89% 95% 97%

Participants who raise any amount of money are significantly more likely to

come on the Ride (5%-10% points more likely).

Retention by Bracket

$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov 64% 69% 60% 100% 0% 0% 100%

1-Dec 63% 73% 60% 100% 50% 50% 100%

1-Jan 62% 73% 71% 78% 67% 50% 100%

1-Feb 61% 77% 74% 73% 75% 50% 100%

1-Mar 61% 73% 77% 83% 91% 67% 100%

1-Apr 60% 75% 72% 90% 91% 83% 89%

1-May 58% 73% 80% 90% 95% 100% 90%

1-Jun 54% 70% 84% 93% 89% 95% 97%


$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov

1-Dec

1-Jan

1-Feb

1-Mar

1-Apr

1-May

1-Jun


$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov

1-Dec

1-Jan

1-Feb

1-Mar

1-Apr

1-May

1-Jun




• Analyze Data - Fundraising Participants in eaceh bracket - Distribution

$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov 86% 11% 2% 0% 0% 0% 0%

1-Dec 83% 14% 2% 0% 0% 0% 0%

1-Jan 80% 15% 2% 1% 0% 0% 0%

1-Feb 77% 17% 3% 2% 1% 0% 0%

1-Mar 74% 19% 3% 2% 1% 1% 1%

1-Apr 71% 19% 4% 3% 1% 1% 1%

1-May 66% 18% 7% 4% 3% 1% 1%

1-Jun 58% 18% 9% 5% 3% 2% 4%

The vast majority of Participants raise $0. Of Participants who raise money, 42%

raise between $1 and $499

Active Participants in each bracket - Distribution

$0 $1-$499 $500-

$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000

1-Nov 85% 12% 2% 1% 0% 0% 1%

1-Dec 81% 16% 2% 1% 0% 0% 1%

1-Jan 77% 17% 3% 2% 1% 0% 1%

1-Feb 73% 20% 3% 2% 1% 0% 1%

1-Mar 69% 21% 4% 2% 2% 1% 1%

1-Apr 65% 22% 5% 4% 2% 1% 2%

1-May 58% 20% 9% 5% 4% 2% 2%

1-Jun 48% 19% 12% 7% 5% 4% 6%

Participants who raise money are more likely to participate in the Ride than those

who don’t.

Participants in eaceh bracket - $1-$500 Distribution

$1-$49 $50-$99 $100-

$149 $150-

$199 $200-

$299 $300-

$399 $400-

$500

1-Nov 27% 29% 27% 8% 2% 3% 3%

1-Dec 23% 34% 24% 10% 3% 3% 5%

1-Jan 24% 29% 23% 10% 12% 0% 2%

1-Feb 23% 26% 23% 10% 13% 3% 3%

1-Mar 19% 23% 22% 10% 17% 6% 4%

1-Apr 15% 18% 22% 10% 15% 12% 8%

1-May 21% 15% 20% 12% 13% 11% 7%

1-Jun 24% 19% 19% 7% 15% 8% 8%

Of Participants who raise between $1 and $500, 62% raise under $150. Self

donation?




• Develop Strategy

Participants in each bracket - Distribution

$0 $1-$499 $500-$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000 Incentive Communication

1-Nov 86% 11% 2% 0% 0% 0% 0%

1-Dec 83% 14% 2% 0% 0% 0% 0%

1-Jan 80% 15% 2% 1% 0% 0% 0%

1-Feb 77% 17% 3% 2% 1% 0% 0%

1-Mar 74% 19% 3% 2% 1% 1% 1%

1-Apr 71% 19% 4% 3% 1% 1% 1%

1-May 66% 18% 7% 4% 3% 1% 1%

1-Jun 58% 18% 9% 5% 3% 2% 4%

Of Participants who raise money, 42% raise between $1 and $499

Active Participants in each bracket - Distribution

$0 $1-$499 $500-$999 $1000-

$1499 $1500-

$1999 $2000-

$3000 $3000-

$5000 Incentive Communication

1-Nov 85% 12% 2% 1% 0% 0% 1%

1-Dec 81% 16% 2% 1% 0% 0% 1% $0 Participants

1-Jan 77% 17% 3% 2% 1% 0% 1% Raisers

1-Feb 73% 20% 3% 2% 1% 0% 1%

1-Mar 69% 21% 4% 2% 2% 1% 1%

1-Apr 65% 22% 5% 4% 2% 1% 2%

1-May 58% 20% 9% 5% 4% 2% 2%

1-Jun 48% 19% 12% 7% 5% 4% 6%

The vast majority of Participants raise $0. Participants who raise money are more likely to participate in the Ride than those who don’t.

Participants in eaceh bracket - $1-$500 Distribution

$1-$49 $50-$99 $100-$149 $150-$199 $200-$299 $300-$399 $400-$500 Incentive Communication

1-Nov 27% 29% 27% 8% 2% 3% 3%

1-Dec 23% 34% 24% 10% 3% 3% 5%

1-Jan 24% 29% 23% 10% 12% 0% 2%

1-Feb 23% 26% 23% 10% 13% 3% 3%

1-Mar 19% 23% 22% 10% 17% 6% 4%

1-Apr 15% 18% 22% 10% 15% 12% 8%

1-May 21% 15% 20% 12% 13% 11% 7%

1-Jun 24% 19% 19% 7% 15% 8% 8%

Of Participants who raise between $1 and $500, 62% raise under $150. Self donation?

Small Group

Discussion for small groups: Based

on what you can control, come up

with your top 3 initiatives for 2015

events

SETTING GOALS

Project Tools

What do you do to build relationships?

BUILDING RELATIONSHIPS

Project Planning for Success

Share examples of what tools we’ve

used and seen to be successful.

Show working examples. Takeaways

people can use

TOOLS FOR COLLABORATION THAT WORK FOR US

Project Planning for Success

TOOLS FOR COLLABORATION THAT WORK FOR US

Layer Cake

Work Better Together

Presentations & Public Speaking

Transcript of Work Better Together