using dashboards to dazzle board & · pdf fileusing dashboards to dazzle board & staff...
TRANSCRIPT
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 1
Using Dashboards to Dazzle
Board & Staff
Lori L. Jacobwith, President/Founder Ignited Fundraising
About Lori
Lori L. JacobwithIgnited Fundraisingwww.IgnitedFundraising.com
• 25 + years as Master storyteller, fundraising culture change expert, trainer & coach.
• Recognized as one of the top 40 most Effective Fundraising Consultants in the US. by The Giving Show on the Wall Street Network
• Since 2001 has helped nonprofit organizations raise nearly $300 million from individual donors. And counting.
LJacobwith
@LJacobwith
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 2
Your Reality?
� It’s a struggle to get others to say: "Yes! I'll help with donor engagement tasks."
� Board members and staff look away when you ask for help at meetings.
� Eyes glaze over when your team, especially board members, review financial spreadsheets and donor lists.
One of the most powerful ways to build an energetic and helpful team is to create a clear picture for them, so they can easily see what
needs to be done.
Quick Question
What is one thing you’d like to learn about USING dashboards and visual displays?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 3
What We Will Cover Today
1. What are visual displays &dashboards & what should they do?
2. Common mistakes designing graphs & dashboards
3. Categories of nonprofit dashboards
4. Using dashboards to cause action
5. Sample financial dashboards
6. What will YOU include in your dashboards?
Good Visual Displays Cause People to Take Action
Prudential TV Spot 2014: Ribbon Experiment
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 4
Visual Displays
Worksheet for Today
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 5
What Actions Do You Want Board & Staff to Take?
Make a list…
On your worksheet
Actions for Board & Staff?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 6
Make your list…On your worksheet
How do you CURRENTLY use Dashboards?
I. What Are Dashboards & What Should They Do?
“…a visual display of the most important information needed to achieve one or more objectives, consolidated and arranged on a single screen so the information can be monitored at a glance.”
~ Stephen Few, March 2004 edition of Intelligent Enterprise magazine
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 7
Fact: You are visually wired.
• Fifty percent of your brain is involved with visual processing, and you can get the sense of a visual scene in less than one-tenth of a second.
• You remember 80% of what you see,
• 20% of what you read,
• 10% of what you hear,
• Color visuals increase the willingness to read by 80%.
Dashboard Fact
• I. What Are Dashboards?
Why Dashboards?
� Bring Attention to Priorities
� Monitor Performance
� Create Accountability
� Simplify Complex Information
� Motivate Action
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 8
• I. What Are Dashboards?
Bad Use of Excel
• I. What Are Dashboards?
Creates Bad Visual Displays
0
100
200
300
400
500
600
Gifts >1000 Gifts 500-999 Gifts 250-499 Gifts < 249
Gifts Since Startup
0
50
100
150
200
250
300
350
Gifts >1000 -Last
3 Years
Gifts 500-999-Last
3 Years
Gifts 250-499 -
Last 3 Years
Gifts < 249 - Last 3
Years
Gifts in the Last 3 Years
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 9
• I. What Are Dashboards?
Is This Any Better?
• I. What Are Dashboards?
Better Data To Share
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 10
II. Common Mistakes Designing Graphs & Dashboards
• II. Common Mistakes
A. Data Doesn’t Fit on One Screen & B. Too Much Det ail
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 11
• II. Common Mistakes
C. Inadequate Context for the Data
� When?
� How much is left to raise?
� How much time to reach goal?
• II. Common Mistakes
Some Context for the Data
� Unclear when.
� Unclear much is left to raise.
� Unclear how much time left to reach goal.
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 12
• II. Common Mistakes
Better Context for the Data
� Shows when.
� Shows how much is left to raise.
� Shows amount of time left to reach goal.
• I. Common Mistakes
D. Indirect Display of Data/Measures
~ Stephen Few, Dashboard Whitepaper, 2006
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 13
• I. Common Mistakes
D. Indirect Display of Data/Measures
~ Stephen Few, Dashboard Whitepaper, 2006
~ Stephen Few, Dashboard Whitepaper, 2006
• II. Common Mistakes
E. Inappropriate Display of Data
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 14
• II. Common Mistakes
Appropriate Display of Data
• II. Common Mistakes
F. Poor or Unappealing Design
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 15
• II. Common Mistakes
Poor or Unappealing Design
Primary Goals of Dashboards or Visual Displays
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 16
A Story Well Told?
A Story Well Told?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 17
A Story Well Told
III. Categories of Nonprofit Dashboards
A. Business Intelligence
B. Status
C. Accountability
D. Tracking
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 18
III. Categories of Nonprofit Dashboards
A. Business Intelligence
• III. Categories of Nonprofit Dashboards
Business Intelligence
http://www.imamuseum.org/
June 2015
Mid 2014
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 19
• Business Intelligence
B. Current Status Dashboards
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 20
• III. Categories of Nonprofit Dashboards
Current Status
Image Source: Mashable Blog: Is Give2ogether a Google Analytics for Philanthropy
Programs, Fundraising, Volunteer Recruitment…
Lori’s People: Clients, email subscribers, etc.
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 21
• III. Categories of Nonprofit Dashboards
Status Dashboard
Image Source: RoomToRead.org/OurPrograms
III. Categories of Nonprofit Dashboards
C. Accountability Dashboards
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 22
“Accountability…Being held responsible for one's actions…
.
• III. Categories of Nonprofit Dashboards
Accountability = Success
1. Establishing clear expectations;
2. Preparing people to meet those expectations with needed training and support;
3. Monitoring performance , and
4. Attaching consequences to the results
~ Source: London, M., & London, M. (2007). First-time leaders of small groups: how to create high-performing committees, task forces, clubs, and boards. San Francisco: John Wiley & Sons
• III. Categories of Nonprofit Dashboards
Four Necessary Ingredients for Holding People Accou ntable
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 23
Fundraising Committee Activity 2014
What’s Missing From This
Dashboard?
= Mtg Attendance
= Table Hosts Recruited
= Thank You Calls
= Greeter at Events
= Guests to Tours
= Donor Event Attendance
Image Source: MNCSU website
Accountability Dashboard
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 24
Updated Accountability Dashboard � Aligned with Strategic Framework � Focuses on performance trends & goals for
improvement � More comprehensive set of measures
• III. Categories of Nonprofit Dashboards
Determining Measures
• Strategic Planning Discussion
• Governance Committee
• Fund Development Staff & Committee
• Program Staff & Committee
• Where else?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 25
III. Categories of Nonprofit Dashboards
D. Tracking Dashboards
http://sxsw14.netvibesbusiness.com/#Welcome
http://www.netvibes.com/ljacobwith#Blogs_I_Follow/
• III. Categories of Nonprofit Dashboards
Tracking Dashboards
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 26
Discussion
1. What fundraising metrics do you feel are important to track?
2. What metrics do you feel are important to track for board engagement?
3. What program metrics do you feel are important to track?
IV. Using Dashboards to Cause Others To Take Action
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 27
• III. Categories of Nonprofit Dashboards
Encouraging Action
Image Source: RoomToRead.org/OurPrograms
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 28
• IV. Using Dashboards to Cause Action
Board Dashboards & Data Updates
Source: Blue Avocado A Nonprofit Dashboard & Signal Light for Boards
• IV. Using Dashboards to Cause Action
Board Dashboards & Data Updates
Source: Blue Avocado A Nonprofit Dashboard & Signal Light for Boards
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 29
Your Organization Name HereGovernance Scorecard Page 1
Your Organization Name HereGovernance Scorecard Page 2
What would YOU add?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 30
Donor Data Updates
Donor Data Updates
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 31
Donor Data Updates
• IV. Using Dashboards to Cause Action
Campaign Updates
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 32
• IV. Using Dashboards to Cause Action
Donor Data Updates
http://bit.ly/HowToCalculateDonorRetentionInExcel
Easy “How-To” video on YouTube
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 33
V. Sample Financial Dashboards
Image Source: http://beyondfinancialsconsulting.com/
• Cash
• Net Assets
• Debt
• Working Capital
Over the Past/Present/Future
• V. Sample Financial Dashboards
Key Financial Information
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 34
• V. Sample Financial Dashboards
Key Financial Information
• V. Sample Financial Dashboards
Financials Should Tell A Story
Source: Nancy Lee, Nonprofit Consultant
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 35
• V. Sample Financial Dashboards
Financials Should Tell A Story
Source: Nancy Lee, Nonprofit Consultant
• V. Sample Financial Dashboards
Financials Should Tell A Story
Source: Nancy Lee, Nonprofit Consultant
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 36
List them on your worksheet
Additional Ways YOU Could Use Dashboards?
Additional Ways You COULD Use Dashboards
� Attendance at board meetings
� Meals served, bed nights, other program updates?
� # of fundraising asks v. gifts received
� # of students receiving a scholarship
� # of thank you calls by board members
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 37
VII. What Will YOU Include In a Dashboard?
• What To Include In a Dashboard
Agency Priorities
1. Program & financial drivers
2. What will move you forward
3. What will hold you back
4. Changes
5. Actions that need to be encouraged
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 38
Creating Your Action Plan
• IV. Creating An Action Plan
Your Action Plan
Write and Share:
1. What is one dashboard you’ll create after today?
2. What is YOUR next step?
3. What surprised you today?
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 39
What Gets Measured is What Gets Done
Staying Connected
Monthly Enews Fuel to Ignite Your Fundraisingbit.ly/mcn_ifenews
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 40
Staying Connected
Lori L. JacobwithIgnited Fundraising
Fundraising Culture Change Expert & Master
Storyteller
LJacobwith
@LJacobwith
Fire Starters Blogwww.ignitedfundraising.com/blog
Books & Other Resourceshttp://www.ignitedfundraising.com/store/
Free Resources http://www.ignitedfundraising.com/resources/
Additional Resources
• http://www.ignitedfundraising.com/accountability-success/
• http://bit.ly/HowToCalculateDonorRetentionInExcel
• http://annkemery.com/portfolio/dataviz-for-philanthropists/
• http://www.effectivephilanthropy.org/getting-beyond-nonprofit-performance-assessment-with-data/
• http://blog.kurtosys.com/storytelling-data-visualization/
• http://thedma.org/news/dma-nonprofit-federation-dmanf-unveils-nonprofit-accountability-dashboard/
• http://forums.techsoup.org/cs/community/b/tsblog/archive/2015/06/9/how-to-visually-show-your-impact-to-funders-with-silk.aspx
• https://www.silk.co/
• IV. Creating An Action Plan
Using Dashboards to Dazzle Board & Staff -
MCN-AFP Fundraising Conference - July 2015
©2015 Ignited Fundraising ™ 41
Using Dashboards to Dazzle Your Board & Staff
Thank You!