Gather, rather than hunt for your data

Chapter Dashboards – Part 2:

What’s Measured is Real Aligning your organization

Engage to create

Setting KPIs

Part 1

Series Overview

Gather, Rather Than Hunt For Your Data How to find the data

Data Utilization How to Share & Leverage Data Putting your data to use

Keeping cadence

Part 2 Part 3

https://www.youtube.com/watch?v=2_KGW-_6sos

Today’s Learning ObjectivesProcessIdentifying the status of current data processes

Next StepsSteps to improve the data gathering process

ToolsTools other organizations are using

Kyle BazzyDirector of Growth

Proud Detroiter

BillhighwayTechnology that solves real

problems exclusively for component-based organizations

Founded in 1999

Why Are We Qualified?

Develop a Plan

01 02What’s Next?

03Start Small

04Tough Love

05Simple Tools

Data Aggregator

06 07Why DataAggregation?

08How to Pay for Tools

09Lessons Learned

10Ask Me Anything

AGENDA

What You Will Learn

I. Develop a Plan

01 Why?Why is the data being collected?

02 What?What data will be collected?

03 Where?Where will the data be collected?

04 Who?Who will collect the data?

05 When?When will the data be collected?

06 How?How will the data be collected?

Manual or Automatic?

How would you rate your process?

(scale of: 1 = dreadfully manual, 2= in-between, 3 = fully automatic?)

Question

01

Share & Leverage Data

02

Senior Leadership Commitment

03

Test Data Collection Process (e.g.Pilot)

04

Keep Collectors in Mind

II. What’s Next? “All of the different policy changes that I’ve implemented have not come from me. They’ve come from my CEO in the form of a letter or e-blast, or they’ve come from the board of directors, or they’ve come from the state chapter advisory group.” – Dresden Farrand, MPA, MPP, CAE, Senior Director of Membership and Chapters at CoSN

01 Analyze the state of your data

02 Review your bylaws

03

Determine long-term goals04

Examine current processes

III. Start Small

http://www2.billhighway.com/l/13992/2016-11-08/5gpnmh/13992/179266/FEI_2016_Chapter_Satisfaction_Survey.pdf

IV. Tough Love01 It all begins with you!

02 Are you holding them accountable?

03

Cadence04

Have you asked how to make the process easier?

V. Simple Tools

Excel or worksheets

Google Analytics

Current Programs: AMS, Survey Tools, Marketing Automation, Accounting Package

http://www2.billhighway.com/l/13992/2016-11-08/5gpnm7/13992/179262/CP_ChapterRoadmap__1_.pdf

VI. Data Aggregator Examples Zoho

Data Cracker

Data Hero

OfficeReports

Discover Text

Google Forms

The problem: NCACPA had too many data systems & only collected data 4 times a year because it was too painful

The solution: Worked to centralize the organization’s data storage—not by replacing or consolidating existing systems but rather by building a “data mart” to integrate with all of them

VII. Why Data Aggregation?

http://associationsnow.com/2015/07/organize-visualize-member-numbers-knowledge/

North Carolina Association of CPAs staff spent 16 hours—two solid business days— generating a complete report of its key membership statistics, pulled from its association management system and compiled in Excel.

16 hours

VIII. How to Pay for ToolsService Fee Model• Split costs with chapters

• Requires HQ buy-in

• Take % of transaction

• No upfront cost to chapter

• Make separate revenue stream

Lessons Learned01

Know what you have & use it02

Start small03

04 It all starts with you

Create a plan

What medium would you prefer for an online CRP community/forum?

Question

Q&A – Ask Away!

How to Share & Leverage Your Data

http://www2.billhighway.com/l/13992/2016-10-31/5g838f

Chapter Dashboards – Part 3:

• Understand and reflect on how data is shared in your organization

• How data is used to make decisions in your organization

• What data do you already have that would be valuable to yourself or other decision makers?

Date: Wednesday, November 16th

Time:12:00-12:45 PM E.S.T.

KnowledgeBankhttp://www.billhighway.co/knowledge-bank/association/

Knowledge Share SessionChat about a chapter project, initiative or challenge that you have on your plate. Even if it’s just to bounce some ideas around or hear what we’ve seen other use.

http://www.billhighway.co/expert-chat/

Additional Resources

Kyle Bazzy586.480.6419 (cell)

Kbazzy@billhighway.comhttps://www.linkedin.com/in/kylebazzy

AMA: Ask Me Anything