Greater Giving

AUGUST 30, 2024

Review your planning materials, budget, marketing collateral, attendance data, event photos, and any other documentation you have. End: Conclude your case study with the results, listing metrics about donations, attendance, and anything else that’s important to your organization.

Case Study 94

Case Study Studies Game Sponsor 94

sgEngage

DECEMBER 20, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 1: Carve out 30 minutes to review the dashboards and customized reports in your fund accounting system.

Foundation 91

Foundation Build Grant Fund 91

NTEN

JANUARY 25, 2022

To ensure that NTEN continues to grow in our equitable operations, part of our process is to annually review efforts made to the practices outlined in our equity commitment and identify where we can push forward or expand on those efforts in the coming year. 2021 review highlights. 2021 review highlights. 2021 review highlights.

Community 88

Community NTC NTEN Sponsor 88

sgEngage

JUNE 6, 2024

Review reporting. Work closely with administrators to identify reports that need to be run and the metrics to track during the campaign, which will inform your fund setup and gift entry process. only), Address Accelerator, Online Data Review Tool, and DeceasedRecordFinder data hygiene tools from Blackbaud. Add data health tools.

Database 83

Database Goal Campaign Phase 83

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

Foundation 88

Foundation Build Fund Review 88

Nimble AMS

AUGUST 8, 2022

A set of rules, metrics, or policies established by an organization to bring clarity and ease of use to data practices is a data governance policy. Review process: For best practices purposes, you might consider including a section that covers how your data governance policy is established, reviewed, and updated.

Policy 112

Policy Government Adopt Associations 112

Bloomerang

MAY 28, 2024

Performance metrics should be both quantitative and qualitative. Review progress on these goals and objectives at least quarterly. Your organization will have official documents, but put those sentiments into your own words, and as much as possible relate them to your personal experiences and background.

Advice 89

Advice Job Fundraising Texas 89

Nonprofits Source

JULY 2, 2024

Consider your objectives for attendance, revenue, average bid amounts, and other engagement metrics. To do this, review your CRM to analyze the performance of past events , ideally past auctions. If you sent post-event surveys to attendees, review that data as well. The baseline metric to track will be completed registrations.

Marketing 52

Marketing Strategy Registration Channel 52

Greater Giving

MARCH 12, 2024

. * 1 month before: Meet with your volunteer committee to review list of those volunteering on event night. Review the event night timeline and script in detail at your program rehearsal. Review the event night timeline and script in detail at your program rehearsal. Remember, a successful fundraising plan is a dynamic document.

Charity 40

Charity Fundraising Literacy Photography 40

Nonprofit Tech for Good

FEBRUARY 13, 2016

An online communications and fundraising audit is a review of all your online communications and fundraising systems and it should be done by the person in charge of writing and implementing your strategic plan. Your budget should be an Excel document that visualizes monthly and annual totals.

Social Media 100

Social Media Media Strategy Fundraising 100

sgEngage

AUGUST 3, 2021

Highlights from the 2021 Industry Review. We are inspired by the work of our partners and the clients we support as we review this year’s 9 th Employee Engagement and Corporate Social Responsibility industry report , covering data collected from January-December 2020.

Disaster 97

Disaster Social North America Companies 97

sgEngage

JUNE 9, 2023

Pre-Award Stage Generating Grant Guidelines Developing grant guidelines requires creating a comprehensive outline of the grant’s objectives, eligibility requirements, application procedure, and evaluation metrics. In order to ensure compliance, these documents are often reviewed by legal professionals before signature.

Grant 52

Grant Management Award Evaluation 52

sgEngage

JANUARY 19, 2023

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

Foundation 52

Foundation Build Fund Review 52

Gyrus

JULY 1, 2024

According to Harvard Business Review, a structured onboarding process can boost customer satisfaction by 16%. This evolving document ensures a structured remote onboarding strategy where ongoing support and communication address progress, goals, and any challenges encountered.

Virtual 52

Virtual Practice Module Retention 52

Gyrus

JULY 1, 2024

According to Harvard Business Review, a structured onboarding process can boost customer satisfaction by 16%. This evolving document ensures a structured remote onboarding strategy where ongoing support and communication address progress, goals, and any challenges encountered.

Virtual 52

Virtual Practice Module Retention 52

Forum One

JUNE 22, 2021

Your content strategy is a living document that should be adjusted and optimized on a regular basis. Keeping track of those metrics, and making sure they are meaningful , can be difficult. The goals and metrics outlined in your content strategy should be reflected in your measurement plan. Set clear goals, tactics, and KPIs.

Content 47

Content Effective Strategy Measure 47

Amy Sample Ward

MAY 4, 2011

I’ve documented the community and content mapping processes before, you can use the slides above to see the process or review the blog post with instructions. Metrics Tracking template! Analytics and Metrics. Community & Content. You can also use these links to get the templates: Community Mapping template.

Lecture 137

Lecture Storytelling Data Strategy 137

Beth's Blog: How Nonprofits Can Use Social Media

NOVEMBER 6, 2013

One of the most valuable is to incorporate a process evaluation, capturing what actually happened as the event or program unfolded. You can always learn from documenting as an event unfolds and having a formal reflection or debrief post program or event. How do you go beyond just doing a survey or collecting metrics?

Reflection 122

Reflection Practice Results Storytelling 122

Kindful

MARCH 11, 2021

They use online surveys, analyze metrics, review marketing collateral, assess board culture, and review key information about an organization. They use a pre-retreat assessment process. The best facilitators spend a lot of time collecting information before the retreat. They do their homework. What’s next?

Facilitation 98

Facilitation Exercise Fun PowerPoint 98

Forum One

APRIL 23, 2024

Just as you’ve finally settled into the shift from Universal Analytics (UA) to Google Analytics 4 (GA4) and started to get a handle on its new metrics, Google has yet another deadline for organizations to meet. Metrics: Select quantitative measurements like Pageviews, New Users, or Conversions. 2021-01-31), relative dates (e.g.,

Analytics 50

Analytics University Data API 50

Bloomerang

MAY 31, 2022

Also, review your fundraising metrics and data from previous campaigns. Powerful platforms like Bloomerang also allow you to create donor segments for more targeted research and communications, view donor engagement and generosity metrics per supporter, and track fundraising campaign progress. Email marketing software.

Strategy 104

Strategy Develop Fundraising Nonprofit 104

DNL OmniMedia

FEBRUARY 11, 2021

It involves examining the data and performance metrics of individual major gift officers, as well as the team as a whole, to understand what’s working and what leaves room for improvement. Close examination of major gift metrics allows you to discover: Any obstacles that are holding individuals or your entire team back.

Blackbaud 52

Blackbaud Guide Management Fundraising 52

Bloomerang

JULY 19, 2023

Systematically keep track of the following: Donor metrics: Who are your supporters, and what interests do they share? Required documents: To obtain grants, you need proof of your nonprofit status or fiscal sponsor. As you review the organization’s budget, examine if existing earned income streams are being optimized.

Professional 71

Professional Leadership Develop Proposal 71

Qgiv

SEPTEMBER 2, 2024

Analyze donor behavior, campaign performance, and operational metrics to make data-backed decisions and optimize your fundraising. Dropbox | Best nonprofit software for file organization Dropbox is a leading cloud storage and file-sharing platform that helps nonprofits store, manage, and collaborate on documents and media files.

Software 98

Software Effective Nonprofit Collaboration 98

Classy

JULY 14, 2021

You can easily adapt these for your nonprofit’s event, and review them before, during, and after your event to gauge your success. Registrants: Classy aims to increase the total number of registrants for the Collaborative year over year, so Alexa’s team reviews this metric first. How to Measure Success.

Virtual 105

Virtual Professional Marketing Fundraising 105

Bloomerang

APRIL 11, 2023

For many people, part of the fun of attending an event is documenting and sharing that experience on Instagram. Following up on your Instagram event promotion Once your event is over, there are still plenty of post-event marketing opportunities to help capture, document, and share the success of your event with followers.

Contest 87

Contest Headline Social Media Survey 87

Nonprofits Source

AUGUST 18, 2023

And we’ve compiled a list of matching gift software reviews from the leading provider, Double the Donation , for your benefit. Reporting ⁠— Look for software that provides detailed insights into matching gift progress, trends, and other relevant metrics. Carefully evaluate these elements in your matching gift software buying.

Gift 52

Gift NPO Software Nonprofit 52

CauseVox

APRIL 29, 2021

Even the word “planning document” might make you stressed. Remember this should be a living document – something that you refer to constantly and one that includes key fundraising objectives, detailed plans to execute, and goals. Remember – this fundraising plan should be a living document. Happy Fundraising!!

Calendar 98

Calendar Template Guide Fundraising 98

Beth's Blog: How Nonprofits Can Use Social Media

APRIL 17, 2013

The framework also works well as a benchmarking tool so a group of similar organizations working together as a movement can learn from one another. This makes easier to embrace a key principle of movement building “sharing and documenting practices” that Rachel Weidinger shared during her session at NTC last week.

Measure 105

Measure Learning Metrics Social Media 105

Beth's Blog: How Nonprofits Can Use Social Media

DECEMBER 31, 2010

What useful nugget did you learn from analyzing your social media metrics data or your measurement process that lead to a success or improvement in your social media practice? When a nonprofit partners with a company on project that uses social media, what metrics do you use to measure success? Data Analysis.

Summary 94

Summary Social Media Measure Media 94

Non Profit Quarterly

APRIL 20, 2023

Moderators and reviewers often lack an understanding of diverse cultural terms and practices and end up removing posts by BIPOC and LGBTQ+ users while leaving up hate speech and images targeting them. Large audience and engagement numbers are not the only metric of social media success.

Social Media 94

Social Media Media Strategy Social 94

Gyrus

MARCH 14, 2024

Prepare the necessary training material and documents that can help them learn. Review the new LMS to check if it has all the migrated content & data. Prioritize User Experience User experience is the only metric that can measure the success of your new LMS platform.

Learning Management 52

Learning Management System Learning Management 52

Bloomerang

APRIL 12, 2022

By keeping careful documentation of all of this personal data, the museum was able to raise hundreds of thousands of dollars from its major donors each year. Similar to the engagement meter, a generosity score also provides an at-a-glance view of an important supporter metric. Fundraising metrics. Blackbaud eTapestry.

Software 102

Software Management Donor Guide 102

Zen and the Art of Nonprofit Technology

APRIL 3, 2009

The thing that is prompting this post is the little storm about the security metric that we used to try and get a handle on the security of the 4 different systems we reviewed. First, a simple metric relating to security reports, and second, what processes are in place in the communities to deal with security.

Drupal 100

Drupal Comment Report Metrics 100

Qgiv

JUNE 23, 2021

A good CRM will help you track your donors’ giving history, document their engagement with your organization, and help you identify opportunities to build strong donor relationships that will last for years. Base this on your documented research, and follow it carefully! . Measure all fundraising metrics. Segment donors.

Campaign 98

Campaign Effective Fundraising Nonprofit 98

NTEN

JANUARY 14, 2013

The Center developed a social media strategy, but did not finalize it until after a half-day staff meeting to review the plan and think about the realities of implementation. The social media team maintains an internal document within its shared Google Drive folder called the “NYCEAC Internal Resource List.”

Social Media 96

Social Media Collaboration Org Media 96

Tech Soup

JULY 19, 2017

For the Professional Social Media class I teach at Sonoma State University , I created an exercise designed to help folks practice both content creation and looking at metrics. In my case, I will ask folks to take back their card and type their scores into the online document, which we will view live. The totals are then tallied.

Exercise 55

Exercise Social Media Offline Content 55