21NTC Session

CRM for Program Management: From Logic Model to Outcome Measurement

This is a resubmission of an accepted 20NTC session proposal.


You know your program’s goals. Perhaps you’re already collecting a lot of data about your program. But are you sure you’re tracking the right data? Do you know how to use this data to determine your impact?

This session will give you the insights and tools you need to:

  • Determine the data you need to best measure your program’s impact;
  • Set up a data model to track this data in a CRM;
  • Analyze your newly collected data with reports;
  • Use these reports to make informed decisions about your programs.

We will explore concepts such as theory of change and logic model, developing an understanding of how to connect your desired outcomes with data, and ultimately determining the degree of your program’s success. Our focus will be on how technology can help facilitate this understanding of your organization’s impact.

Session Type

60 minute session

Learning Outcomes

  • Identify the information related to your program that needs to be tracked to measure your program’s impact.
  • Map your chosen program information to a CRM schema.
  • Understand what kinds of reports will enable informed decision making.

Target Audience

Execs, board members, and program or IT staff who are interested in using a CRM for program outcome measurement.


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Joey Brown

Sr. Director of Performance Management

St. Vincent de Paul of Baltimore

Joey Brown is a nonprofit professional with over 10 years experience as a change agent within the nonprofit sector including driving organizational, programmatic, and tech-based changes to achieve greater and more efficient impact.

Medha Nanal

CEO & Principal

Top Cloud Consulting

Medha is passionate about the role technology can play in making the world a better place. Medha helps nonprofit organizations, K-12 and higher education institutions understand and use their data and content for better insights, a greater impact, raising more funds, and to achieve operational efficiencies by evaluating, setting up and integrating CRM, Content and Cloud systems. She has been involved with technology for over two decades. She began her career by writing software for Silicon Valley’s small and large technology companies and later worked closely with clients and customers of these companies. During this time, she saw firsthand the challenges the organizations face with technology adoption and helped them succeed with their technology investment. She has been involved in nonprofit space since 2010 as a board member, volunteer coordinator, fundraiser volunteer and now as an advisor and consultant on all things data. Medha is also actively involved in NTEN community, as a former faculty, where she taught a class on Data Driven Fundraising, and an active community member.

Jake Grinsted


Solve IT Simply

While a student of King’s College London, Jake discovered a summer job like no other: he became a counselor at a Fresh Air Fund summer camp in upstate New York. His passion soon became a purpose, and he later moved to work full-time for the charity that had changed his life. His eleven year career at The Fresh Air Fund was a diverse one: from human resources and administration to youth programming and public relations. Throughout, Jake infused technology into his work, originating The Fresh Air Fund’s in-house, web-based database system that is now accessed by hundreds of users every year and manages the records of a half-million people. This love of technology brought about Solve IT Simply, where Jake has set a simple but ambitious goal: to empower nonprofits and small businesses with the tools they need to make the world a happier place.



March 24, 2021


8:30am – 9:30am