data analytics part 1 sm - educate plus€¦ · roles •sometimes called supporter services...
TRANSCRIPT
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Data Analytics forUniversities
BestPracticeinDatabaseManagementStephenMallyCFREFFIA20Sept2017
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IntroductionofToday’sPresenterStephenMally,CFREFFIA
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Presenter:StephenMally• 30yearsexperienceinUS,
EuropeandAsia-Pacific• 500+organisations,
includinguniversitiesandschools
• Chair,FIANSW• NamedFIAFellowin2017• CreatedFundraisingForce in
2014• @FraisingForce
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Housekeeping
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Housekeeping
• Presentation(45min)• Q&A(10min)
PleasetypeyourquestionsintheQ&Aboxinyourcontrolpanel.
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Agenda
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Agenda
• Philosophyofdata.• CRMsinyourinstitution.• PrivacyPrinciples.• PrivacyStatements.• Roles.• 7Bestpracticeexamples.• Q&A.• Contactme.
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PhilosophyofData
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PhilosophyofData
• Dataismostimportantassetofyouruniversity.
• Withdata,wecan…– Analyse.– Target.– Raisemoremoney.– Engagemorealumni.
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PhilosophyofData
• Problemsare…–Moststaffbelieve“datajusthappens”.–ManybelieveyouadoptaCRMsolutionanddataison“autopilot”.
– Somebelievedataisthedatabasemanager’sorAdvancementService’sproblem- alone.
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PhilosophyofData
• Factsare…– Datadoesnot“justhappen”.– NomatterwhichCRMyouchooseanduse,yourdataisneveron“autopilot”.
– Dataisnotaproblem,butsomethingeveryonehastotakepartindayinanddayout.
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CRMinYourInstitution
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CRMinyourinstitution
• What’sthemostperfectCRM?• Thereisnoone“perfect”CRMintheAsia-Pacificmarket.
• Therearemanyproducts.• MustconductCRMsearch,whichincludesrequirementsgathering,marketresearch,RFPpacket,demonstrations,selection,andnegotiation.
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CRMinyourinstitution
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CRMinyourinstitution
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CRMinyourinstitution
• TheremaybedozensofCRMsacrossauniversity.
• CRMsuppliersdonotalertofuseinotherdepartments.
• Nosingleviewofaconstituent,donor,alumnus.
• Endusers,fundraisers,aretypicallynotincludedinCRMsearch/management.
• ITdepartmentscannotimplement.
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PrivacyPrinciples
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Privacyprinciples
• Applyfrom12March2014.• Covergov’tagenciesandorgansiationscoveredbythePrivacyAct.
• Yourinstitution.
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Privacyprinciples
• Regulatesthecollection,storage,useanddisclosureofdifferenttypesofpersonalinformationby:– (a)CommonwealthandAustralianCapitalTerritorygovernmentagencies;and
– (b)privatesectororganisationswithturnoversofover$3million
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Privacyprinciples
• Openandtransparentmanagementofpersonalinformation.
• Anonymityandpseudonymity.• Collection.• Useordisclosureofpersonalinformation.• Directmarketing.• Crossborderdisclosureofinformation.• Adoptionofgov’trelatedidentifiers.• Dataquality.
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Privacyprinciples
• Datasecurity.• Accesstopersonalinformation.• Correction.
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PrivacyStatements
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Privacystatements
• Aprivacypolicyisastatementoralegaldocumentthatdisclosessomeorallthewayyougather,use,disclose,andmanagesdata.
• Policyfulfillsalegalrequirementstoprotectyouralumni,donors,andprospect’sprivacy.
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Privacystatements
• Doesyourorganisationhaveaprivacypolicy?• Whereisyourprivacypolicydisplayed?
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Privacystatements
• PrivacystatementsneedtobedisplayednotjustonWebsite.– Directmail.– Publications.– Other.
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Roles
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Roles
• SometimescalledSupporterServicesManager,AdvancementServicesManager,orother.
• Criticalrole.• Centralrole.• Neutralrole.• Personmustbeonleadershipteam.
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RoleofyourSupporterServicesteam
• AverageSupporterServicesteam*…– Createsthousandsofsupporterrecords.– CommitshundredsofthousandsinvoluntaryincometoCRM.
– Haslowturnoverofstaff.– Hasahighratioofdonorstostaff.– Handlesfiveenquiriesfromevery100donors.– Handlesmostofthecomplainthandling.
• *SupporterServicesForumstudy- UK
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Everyone’srole
• Adoptaphilosophyofdataas#1asset.• Embracedatahygiene.• CEEeveryrecord.– Confirm.– Edit.– Enhance.
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7BestPracticeExamples
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7Bestpracticeexamples
• Uni alumniofficer/prospectmanagercontactsprospecttoschedulevisit.Whileonthephone,AO/PMCEErecordwiththeprospect.
• Uni sendsanalumnisurveyInsurvey,uni asksalumnitoupdatecontactdetails.
• Uni conductsacampaign(withiPad asaprize)toupdatedetails.Uni offersalumnichancetoupdatedatabasedirectviaportal.
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7Bestpracticeexamples
• Uni offersalumniportalfordaytodayupdatesofcontactdetails.Uni alsoofferschanceforenhancement.
• Uni subscribestoNCOAprocesstwotimesperyear.
• Uni conductsphonecampaign.Uponmakinggift,studentcallerCEEsrecordwiththedonoronthetelephone.
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7Bestpracticeexamples
• Alumniregisterforanupcomingeventandareofferedachancetoupdateandenhancedetailsintheregistrationprocess.
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Q&A
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Q&A
• Let’stakequestions,Mariya.
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ContactMe
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Contactme
Stephen Mally, CFRE [email protected] 7www.fundraisingforce.com.au 7+61 4 30 500 524 (@FRaisingForce
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NextWebinar
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DataAnalyticsforUniversitiesPart2-Segmentingyourdata
Date:4Oct2017Time:12-1PMAESTSpeaker:AnnekeBurlinson
Anneke Burlinson hasbeenanAdvancementResearchersince2009andisanadvocatefordatadrivendecision-making.