21NTC Session
Fundraising

Dashboards for All: Democratizing Data Across Large Organizations

Description

Most nonprofits seek to create a 360-degree view of their donors, which requires buy-in and participation from staff in disparate settings as well as staff located at “headquarters.” Unfortunately, access to analytics and insights often exists only among fundraising staff and in the C-suite.

Field staff and volunteers also need meaningful analytics, but frequently neither dashboards nor the data to support them exist. Without complete data, there’s no value in creating new analytics and dashboards. And without the promise of meaningful analytics, remote staff have little incentive to enter donor, volunteer, committee and other data in the CRM.

Dana-Farber Cancer Institute and the Trust for Public Land undertook major efforts to extend meaningful analytics to different departments and locations. From dashboards that track fundraising performance against goals to dashboards that overlay wealth-screening data on high-engagement donors, these organizations are realizing tangible results by delivering relevant data-driven insights throughout their ecosystems.


Session Type

60 minute session

Learning Outcomes

  • Understand how large nonprofits developed dashboards and drill-down analytics to meet the needs of internal customers
  • Develop and implement a targeted needs assessment to identify organization-wide data deficits and opportunities to centralize data.
  • Understand models for implementing organization-wide change around data collection that motivates and rewards staff and volunteers.

Target Audience

Mid to large non-profit organizations with field staff and/or volunteers spread across multiple locations.

Tags

AnalyticsCRMOrg CultureProcess

Speakers

Karen Harris Melendez

VP, Product Development and Professional Services

ClearView CRM

Karen Harris Melendez has been a senior executive in the nonprofit industry for more than 25 years. She was the Director of Information Technology at The Fresh Air Fund in New York City from 1994 to 2001. In 2001, she launched KHM Business Intelligence LLC and provided a myriad of consultative services to nonprofit organizations nationwide for almost twenty years before joining ClearView CRM. Karen holds a bachelor of science degree in information systems management. A native New Yorker, she resides in New Jersey with her family.

Mike Fischer

Associate Vice President, Philanthropy Operations

The Trust for Public Land

As the senior leader for many of the fundraising services and operations at The Trust for Public Land, a national nonprofit organization that creates parks and protects land for people, Mike works on CRM, Prospect Development, Gift Administration, Finance, Training, Knowledge Management, and Internal Communications to help fundraisers increase contributions so that the organization can increase access to nature and open space for more communities. Mike started working in Philanthropy in 2010 as a direct response fundraiser and database director. After growing his portfolio to include major gift fundraising from individuals, Mike’s strengths in leadership, team building, finance, operations, systems, data, and technology propelled him to focus on fundraising operations where he gladly helps organizations reach their fundraising and operations goals and aspire to new heights.

Lisa Oteri

AVP, Application Services Philanthropy IS

Dana-Farber Cancer Institute

Lisa Oteri is Assistant Vice President of IS Application Services in the Division of Philanthropy at Dana-Farber Cancer Institute where she leads a team responsible for business Intelligence, application services, CRM solutions, and project management. Previously, she worked at GBH Educational Foundation and Harvard Medical School where she has experience working on information systems and administrative data management solutions. Lisa is a graduate of Boston College and has a Master of Education in research, administration, and policy from University of Massachusetts Amherst.

Janna Lee

Director, Philanthropy Operations

The Trust for Public Land

Janna is the Director of Philanthropy Operations at The Trust for Public Land, a national nonprofit that creates parks and protects land for people. She and her team oversee the Philanthropy CRM, and provide prospect research, portfolio management, and analytics services to staff around the country. Janna has been at The Trust for Public Land since October 2017 but also worked there from 2008-2012. From 2012-2017, Janna worked at Johns Hopkins Institutions in Baltimore, most recently as the Director of Relationship Management and Customer Support. Janna is a volunteer with Apra International and AASP, sits on the board of Apra-MN, and is the former president of Apra Maryland.

Chris Carney

Senior Business and Reporting Analyst

Dana-Farber Cancer Institute

Chris Carney is a digital and direct marketing professional with experience in both the consulting and non-profit space. He works as a Senior Business and Reporting Analyst at the Dana-Farber Cancer Institute, where he provides reporting and analytics support for the organization’s Division of Philanthropy. He has led the charge in designing and implementing extensive organization-wide metrics to evaluate performance across a variety of categories. Chris is passionate about creating and communicating elegant, data-driven solutions for an organization on the cutting edge of cancer care and research.

Details

Day

Thursday
March 25, 2021

Time

9:45am – 10:45am