cxo not-for-profit performance improvement summit - opening
DESCRIPTION
Opening Session presentation for CxO. CxO is a Performance Improvement Summit for not-for-profit executives with tips, trends, and case studies on how successful associations and not-for-profits are leveraging member/donor engagement measurement strategies to boost retention, revenue, and performance.TRANSCRIPT
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Performance Improvement Summit
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Welcome + Inspiration
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Overview of the Day9.00am Welcome9.45am Educational Sessions
12.00pm Lunch with Keynote Presentation 1.00pm Finish
• ASI Global Member Survey Results
• 3 Engagement Case Studies
• Interactive Panel Discussion
• ASI Global Fundraising Survey Results
• 3 Engagement Case Studies• Interactive Panel Discussion
Membership
Fundraising
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About your hosts, David & Philip
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A great lineup of presenters
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Allow us to set the context for the day…
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The World Is Changing Rapidly
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In this changing world, it’s hard to compete
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We are fortunate to work with client organizations, both leading Associations and Charities…
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…across 25 countries and 6 continents…
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… and we see a theme in the best: they become
“learning organizations”
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They use data created by their internal and external relationships to
improve performance
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You’ll hear about Engagement, and why we believe measuring engagement is crucial for success in
today’s fundraising and membership environment
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You’ll also hear about Performance Improvement throughout the day, and Cathi will provide our lunch keynote on this topic
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Global Survey Results
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Last month ASI conducted a survey and received responses from over 774 fundraising executives
and 938 membership executives in the US, Canada, UK, and Australia
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Top 3 Goals
Membership
Fundraising
1. Increasing member engagement
2. Increasing member retention
3. Increasing new member acquisition
1. Growing donations
2. Increasing new donor acquisition
3. Increasing donor engagement
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Top 3 Challenges
Membership
Fundraising
1. Inability to measure member engagement
2. Inadequate reporting tools
3. Total annual system costs
1. Inadequate online/mobile fundraising capability
2. Inability to measure donor engagement
3. Inadequate integration between donor management system and website
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CxOs need vision across the organization. Traditionally “data silos” prevented this
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Many organizations are frustrated by multiple systems
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The era of CRM is over.
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In summary, leading organizations:
• Harness data for performance improvement• Measure engagement• Eliminate silos of knowledge• Drive technology from strategy, which comes
from the top
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Engagement used to be a lot more simple…
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…than it is today.
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Performance Improvement SummitMobile Site: www.advsol.com/cxodc