Data Management for Synagogues Part 2
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Transcript of Data Management for Synagogues Part 2
Synagogue Data MembershipSystems Part 2:
How to Get the Most from a More Sophisticated CRM
Presented by Lisa ColtonPresident, Darim Online
with Andrea Berryfrom Idealware
November 15, 2011
Why Does It Matter?
“Synagogues have a ton of data, but do not have the time to analyze and compile the data to use it effectively. Without tools … to simplify and report the most salient data in a useful manner, lay leaders’ critical business skills go largely untapped and decision-making devolves easily back to anecdotal debates at board meetings and gridlock.” – Measuring Success
AGENDA
• Quick recap of CRM
• What CRM means for your work
• What you want to do (strategy)
• What you need to collect (data)
• What you need to know (reporting)
• How does your data impact (format)
CRMConstituent Relationship
Management Is a strategy, not just a piece of software. Today we’ll be looking at what that means for synagogues, and how to use the software to support that strategy.
What do you want to do forand with your community?
You’re in the relationship business.What does that look like?
Investing in Relationships
How does investing in
relationships help you
achieve your mission and
goals?
Constituents
Who are they?
Relationship
Where are
you taking the
relationship?
Management
How do you
manage that
process?
Using Data: Segmenting Audiences
If people are coded, flagged, or tagged, you can sort and reach them with a higher degree of relevance:
• Members and non-members with children 2-5 years old who are not currently enrolled in our early childhood program;
• All people who are in interfaith relationships for an interfaith program or intro to Judaism class.
• What are important segments for you to identify?
Types of Segmentation• Reductive – demographics:
age, income, gender, neighborhood
• Attitudinal – psychographics: Empty Nesters, Singles, Interfaith
• Behavioral -- School age kids, cultural vs. religious, 2 FT jobs
• Lifestage: Getting married or remarried, getting divorced, becoming parents or grandparents, moving, changing careers, becoming caregivers, retiring. Status and transitions.
Assessment Reports: What happened?
• Do you know how successful you are from year to year on various strategies?
• Do you know the % of member inquiries that manifest in new memberships within 1 year? What is best predictor?
• Do you know of the people who have dropped membership in the last year what were the most common reasons?
Volunteer Engagement
• We need _____ skill. Who can we engage?
• Or, we want to cultivate a deeper relationship with this person. Where is a good fit to invite them to get involved?
• Do you inventory skills and interests?
• Do you go back to the usual suspects over and over?
Reporting
Individual/Family Reports: Get a snapshot before a meeting, or when someone calls to be able to engage them more deeply.
What information should be there?
Types of Reports
Types of Reports
How you see the data matters!Are you able to compare:
- Patterns of giving- Rates of change in
membership
Part Three
November 29, 2-3pm eastern / 11am-12pm pac:
Transitioning to a New Data Management System: Evaluating, choosing and migrating to a new system.
Plus:
Questions to take to upcoming
conferences to ask vendors.