Using a CRM for Program Outcome Measurement: A Crash Course
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 track 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.
- 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 AudienceExecs, board members, and program or IT staff who are not yet using a CRM for program outcome measurement.
Simply360 & The Creators Social
Jake Grinsted first started with The Fresh Air Fund in college, but a summer adventure soon became a full-time job in NYC. After inheriting old program management tools built with MS Access, Excel, Oracle, and paper filing cabinets, he soon began a quest for a more useful program management CRM system. Not satisfied with the tools on the market, Jake headed a small team who built a new in-house CRM that now manages over a million people… helping staff with program relationships, registration and attendance, transportation, geographical mapping, and of course outcome reporting. Before long, The Fresh Air Fund’s partners were asking to use this CRM too, and what began in-house inspired a new stand-alone platform called Simply360. Jake now works with nonprofits to implement their program management CRM, and also runs a community organization for fellow creators called The Creators Social.
Top Cloud Consulting
Medha Nanal is a strategic advisor to help nonprofit organizations and education institutions (K-12 and higher education), who seek to transform their impact and operations through technology. She partners with non profits interested in this transformation by assessing their technology and processes, identifying gaps therein, and creating a road map for transformation through system selection and process reengineering, as well as system set up.
She has worked in Silicon Valley’s enterprise software companies, with creating products as well as helping customers and partners succeed with technology solutions. This has given her the ability to view a solution from a product designer’s perspective as well as from the end user’s perspective. This has also helped her understand the tranformative power of technology and the challenges in technology adoption.
She has served on the nonprofit boards, and has also served as a volunteer, fundraiser and campaign manager for local non-profit organizations.
Sr. Director of Performance Management
St. Vincent de Paul of Baltimore
Joey Brown is a data enthusiast, a policy nerd and an inpatient social change agent. He has been driving improvement and impact in the nonprofit and public sectors for over 13 years. His diverse work background includes working with a tribal government health department, serving as a Peace Corps Volunteer with the Samoa Red Cross, working as an StateStat Analyst in the Office of Governor Martin O’Malley, and working with human services nonprofits in Baltimore City driving performance management, continuous improvement and organizational capacity building initiatives.
Joey has a Masters degree in Public Health from the University of Sydney and a Masters Degree in Public Policy from the University of Maryland Baltimore County. He was awarded a Shriver Peaceworker Fellowship in 2011 and selected for the Sondheim Nonprofit Leaders Program in 2012.