rnib

25
Maximising the value of your existing database Steve Greenberg Head of Individual Giving RNIB / Action for Blind People 1

Upload: natalie-blackburn

Post on 28-May-2015

1.178 views

Category:

Documents


8 download

TRANSCRIPT

Page 1: Rnib

Maximising the value of

your existing database

Steve Greenberg

Head of Individual Giving

RNIB / Action for Blind People

1

Page 2: Rnib

Today's talk

• Insight gathering

• Developing the strategy

• Implementing the Strategy

• How we raised an extra £1M a year!

2

Page 3: Rnib

Today's Talk

Insight Gathering

Developing the Strategy

Implementing the Strategy

3

Page 4: Rnib

Insight gathering

4

Page 5: Rnib

Insight gathering

• Before you even start dedicate time and resource to it!

• Situational analysis - address or recognise limitations

• Data integrity

• Database to handle CRM

• Insight on data held

• Data segmentations on different products

• Product ownership and silos

• Identify and log key cross cutting issues

• Set broad objectives

5

Page 6: Rnib

Insight gathering

• Stakeholder mapping

• Engagement and understanding

• Identify key stakeholders

• Advocates

• Keep communicating (if informally)

• Start small tests of different asks to different donors to

build evidence base

6

Page 8: Rnib

Develop the strategy

8

"Always be a first-rate version of yourself,

instead of a second-rate version of somebody

else."

Judy Garland

Page 9: Rnib

Develop the strategy

• Use the insight!

• Supporter centric

• Recognise a product hierarchy

• Map optimum supporter journeys for existing donors

and new

• Address contact restrictions and blocks

• Optimise channel management

• Supporter experience

• Investment choices

• Agree KPIs, measurement and reporting

9

Page 10: Rnib

Develop the strategy

• Make it easy to digest (5 step plan)

• Plot SMART objectives

10

Page 11: Rnib

Develop the strategy

11

Page 12: Rnib

Develop the strategy

• Communication

• Cross team working and gain buy in

• Are individuals/ teams aims, objectives and roles

clear

• Regular communication

• Regular updates

• Use evidence base

12

Page 13: Rnib

Develop the strategy

13

"Don't find fault, find a remedy"

Henry Ford

Page 15: Rnib

Implement the strategy

• Value based, supporter centric approach

• Use of resource and budget

• Clear supporter journeys

• Getting your selections right and done at the right

time

• Monitoring the KPIs

• Budget ownership

• Resource alignment / long term structure

• Maintain regular communication

15

Page 16: Rnib

Implement the strategy

• Embed into business as usual

• Refresh the strategy

• Start to reframe things given how far you have got

• Refresh objectives

• Look longer term

• Explore new opportunities

• Celebrate the successes

16

Page 17: Rnib

RNIB Raffle to Committed Gift Initiative

17

Page 18: Rnib

RNIB Raffle to Committed Gift Initiative

• A Great Opportunity - there were 1.7m Raffle players on

the database, 1.5m had never been asked for any other

donations.

• Buying this much data would cost us up to £900k and data

on our database is free!

• Direct Debit gifts are worth more to RNIB than Raffle

donations or cash - they are a reliable, continuous

income source.

• The opportunity to cross-sell was there, but how would

it work?

18

Page 19: Rnib

What we did

• We needed internal buy in so the business case was

written using the evidence base we had gathered using a

test campaign.

• Predictive model developed to identify the best prospects

from the 1.5m donors.

• Raffle donors respond well to phone calls, so we decided to

call them to ask for a Direct Debit gift.

• We enlisted 3 telemarketing agencies to work on the

campaign so that we could benchmark campaign

performance, attrition levels and supporter feedback.

19

Page 20: Rnib

What we did

• The raffle team at this time were in a separate department

to the Committed Giving team so a lot of cross

communication was need

• We were careful to plan the calls around the raffle

programme, so that donors were not called too often.

• We thanked these raffle players for their support, talked

to them about a range of RNIB's services and asked for a

Direct Debit gift.

20

Page 21: Rnib

The results

• We've called 500,000 raffle players in 3 years

• 20,000 new Direct Debits to RNIB so far.

• Attrition has been really low - around 12% compared to

50%+ for other Direct Debit donors

• Continuing to bank for the raffle

• Other cross sell opportunities for example Weekly

Lottery

• The IoF were so impressed especially with our Insight

work on this, we won an award!

21

Page 22: Rnib

The results (cont.)

22

Page 23: Rnib

In Summary

Get the insight right

Be supporter centric

Set SMART objectives

Bring key stakeholders with you

23

Page 24: Rnib

What we did

24

"The golden age is before us, not behind us."

William Shakespeare

Page 25: Rnib

Thank You

Contact Details:

Steven Greenberg

RNIB

Head of Individual Giving

[email protected]

020 7391 2225

25