Taking the mystery out of metrics March 2, 2011
use Twitter hashtag #npweb
Special Thanks To Our Sponsors
Sam Frank ���Synthesis Partnership
www.synthesispartnership.com
Michele Levy Brand Strategy Consultant www.brand-strat.com
A Proud Sponsor of NonprofitWebinars.com
Helping ordinary people raise extraordinary amounts for nonprofits is all we do, and we love it.
Today’s Speakers
Assisting with questions: April Hunt, Nonprofit Webinars
Sam Frank Synthesis Partnership
Michele Levy Brand Strategy Consultant
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Sam Frank Synthesis Partnership
Taking the Mystery Out of Metrics
© Copyright 2010 Synthesis Partnership & Michele Levy All rights reserved. Copies permitted only with full attribution
Michele Levy Brand Strategy Consultant
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Why metrics matter.
What you should measure.
How to use the information you gather.
How to create a more metrics-driven organization.
Take-aways���
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Context Qualitative Quantitative
Intangible Tangible Vision Mission
a world in which every child attains the right to survival, protection, development and participation
to inspire breakthroughs in the way the world treats children, and to achieve immediate and lasting change in their lives
Market share People served Admissions
Website visits Donations
Press mentions Financial KPIs
(key performance indicators)
Demolitions stopped
One day all artisans in developing countries will earn a fair wage, be treated with dignity and respect and be able to live a life of quality.
Ten Thousand Villages provides vital, fair income to Third World artisans.
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Why
Focus We manage what we measure.
Sustainability “Nonprofit” is a tax status, not a business model.
Effectiveness Where’s the beef ?
Communication What they don’t know can hurt you.
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
What
Environment (trends)
Norms (benchmarks)
Performance
Outcomes
CHANGING NEEDS
COST FACTORS
REVENUE FACTORS
PERSPECTIVE
COMPETITION
ORGANIZATION
PROGRAMS/SERVICES/DEPARTMENTS
INDIVIDUALS
PROGRESS TOWARD MISSION/VISION INT
ER
NA
L
EX
TE
RN
AL
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Great…you’re collecting information. Now what?
Inform Educate Analyze Plan
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Tuition Trend
$10,000$12,000$14,000$16,000$18,000$20,000$22,000$24,000
96-97
97-98
98-99
99-00
00-01
01-02
02-03
03-04
04-05
05-06
06-07
Actual Recast
Equivalent Dollar Comparison
11.8%
0.3%0%
2%
4%
6%
8%
10%
12%
MedianIncome
Tuition
Household Median Income
$30,000$32,000$34,000$36,000$38,000$40,000$42,000$44,000
1989 1999
Actual Recast
How ���Trends
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Trends
-12%
-10%
-8%
-6%
-4%
-2%
0%
2%
4%
6%
00-01 01-02 02-03 03-04 04-05 05-06
Attendance Trends
A
E
F
H
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Values per Square Foot
$57.80
$6.60$6.30 $7.20
$0
$10
$20
$30
$40
$50
$60
Deferred Maintenance Operating Cost
School
Comp
Total Bldg Area per Student
260
322
200
225
250
275
300
325
350
School Comp
Deferred Maintenance as % of Replacement Value
43%
5%
0%
10%
20%
30%
40%
50%
School Comp
How ���Benchmarks
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Benchmarks
Years of Experience (% of faculty)
0% 10% 20% 30% 40%
<5 6-10 11-15 16-20 21 +
Local
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Mission-Based Goals
Supporting Objectives
Measurable Actions
Mission
• Clear, specific action • Measurable result • Timeline (start and completion dates) • Resources required • Responsibility
How ���Performance & Outcomes: Strategic Plan
< P
ER
FO
RM
AN
CE
OU
TC
OM
ES
>
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Performance & Outcomes: Programs
Mission: End isolation and improve quality of life for young adults affected by cancer
Mission-Based Goal: Offer access to resources for young adults with cancer, their families, and their care givers
Supporting Objective 2 ���Develop a robust presence in cancer treatment centers
Supporting Objective 1 ���Upgrade the website to state of the art
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Mission-Based Goal: Membership ���Strengthen ties & the sense of community among all members.
Supporting Objective 1:���Develop programs that appeal to every segment of the CBE community.
Supporting Objective 4:���Reach out to members only partially engaged in the CBE community.
Supporting Objective 8:���Cultivate all younger members as potential leaders.
Supporting Objective 1:���Communicate the financial facts more clearly to the membership.
Supporting Objective 3:���Make prudent choices about programs that can be supported.
Supporting Objective 4:���Build understanding about the need to enhance the endowment.
Mission-Based Goal: Finance ���CBE will operate in a fiscally responsible manner.
How ���Performance & Outcomes: Support Functions
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Performance: Strategic Plan Measurable Actions
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
What do you report to your board at each meeting?
From the marketing director… Press clippings Constant contact stats (open rate, clicks, etc) Size of the email database Marketing campaign results (direct mail, advertising) Event attendance/ticket sales
How ���Performance & Outcomes
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Performance & Outcomes: Strategic Plan Tracking & Monitoring
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Sample board report format Goals (consistent across each board report) Build awareness and familiarity across key audiences, especially locally Effectively manage the brand across an increasingly complex set of marketing channels Build a more effective system of internal communications (communications calendar) Integrate and streamline for more efficiency, greater impact and cost-effectiveness Develop and manage a set of metrics for marketing communications and internal clients���
Progress against goals (since last report) Progress against Goal #1 (brief summary) Progress against Goal #2 (brief summary) Etc. ���
List of media mentions (links if possible, include all since last report)���
Topics to be discussed at board meeting (list)
How ���Performance & Outcomes
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Performance: Sample email campaign management report
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
How ���Performance & Outcomes: Dashboards
from Blue Avocado ���(http://www.blueavocado.org)
from Indianapolis Museum of Art
from ���Accounting Management Solutions, Inc.
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
Creating a culture of metrics
Start by identifying what matters most to your organization.
Find meaningful measures to get at these issues. Share your reporting broadly. Mandate staff to set and manage metrics
Be clear that you are making decisions based on metrics (“the data shows that this isn’t working, ��� so here’s what we’re going to change”)
SYNTHESIS P A R T N E R S H I P
Taking the Mystery Out of Metrics Wednesday Webinar: March 2, 2011
© 2011 Synthesis Partnership & Michele Levy. All rights reserved
SYNTHESIS P A R T N E R S H I P
Advising nonprofits in strategy, planning,
and organizational development
Sam Frank
617 969 1881��� [email protected] www.synthesispartnership.com ���
Questions?
Michele Levy���Brand Strategy Communications Planning
617-645-6672���[email protected]���www.brand-strat.com ���Twitter: @michelelevy���
Resources Critical Issues # 8: The Measure of Success http://bit.ly/SyPci08
# 7: On a Mission http://bit.ly/SyPci07
# 6: Financial Modeling http://bit.ly/SyPci06
# 2: The Secret Life of Surveys http://bit.ly/SyPci02
Blog (entries on metrics) http://bit.ly/SyPblog
Contact us Sam Frank [email protected]
Michele Levy [email protected]
Find the listings for our current season of webinars and register at
NonprofitWebinars.com
Chris Dumas [email protected]
707-812-1234
Special Thanks To Our Sponsors
Top Related