22NTC Session: Fundraising
Data Accessibility: Get People to Actually Read Your Reports
Submitted by: Alan Wei | Humanitru

Description

The era of big data is over: the interesting question is not necessarily “how do I see all my data”, but “what data should I be seeing?” This session breaks down the “monolith” of reporting into different tools for different purposes: reporting for leadership, reporting to run your fundraising operations, reporting for short-term strategic initiatives, reporting for day-to-day goals.

In addition to evaluating reporting based on use case, other practical dimensions will be discussed: use of graphics (e.g. presentation / charts) vs. text-based, exploratory reporting vs. narrative-based reporting (e.g. massaging data), and even the right medium: email vs. dashboard vs. Excel to present reports.

Best practices from nonprofit users on how they navigate these dimensions, the value they bring to managed direct reports (e.g. monitoring staff productivity) to managing senior leadership expectations (e.g. board reports) will bring practical flavor to this reporting discussion.


Session Type

30 minute session

Learning Outcomes

  • How to evaluate the different dimensions to reporting: how often, how much, what medium
  • How to balance “reporting to tell a story” versus “reporting to run your nonprofit”
  • How to effectively set up dashboards, automated reports, email notifications to accomplish fundraising goals

Target Audience

Fundraisers who need to present / run reports, leadership who need to communicate a high level to board members
Details

Day

Thursday
March 24, 2022

Time

1:00pm – 1:30pm PST