This course is designed for a program manager and an analytics staff member to work through together. We review the concepts of using data to drive campaign planning and execution, and then provide separate videos on exercises for the analyst to use to analyze and model the data.

As your campaign heats up and then winds down, your analytics needs will change – from prospecting to assessment to last-minute prospecting. Finding out what you need and where you are is key to your campaign's success, and, as fundraisers, we often don't have a daily handle on the metrics we need to shift and improve strategy in a timely way.

Using workbooks and discussion, explore the campaign timeline through the eyes of modeling, visualizations, dashboarding, and assessment. You will be walked through specific exercises, using your own data in your shop, to assess your program and add tools and processes to create that best possible knowledge management for your campaign.

This course if effective for both multi-year and annual campaigns, as well as for campaigns for specific projects.

You'll earn 9 CFRE credits upon completion.

Additional course amenities include:

Comments section for you to ask questions or make comments. Marianne replies to all comments. You will also see comments and replies form other students.
Ability to rewatch videos as often as you need.
Walk throughs of the exercises.
Resource lists with each lecture to enhance your knowledge base.
Prewritten R scripts to check your programming.

Outcomes include immediate insights into your organization's campaign results along with clarity on where to go next to improve your results. You will have assessments on your different prospect pools, along with the effectiveness of your solicitation methods. A data-driven gift chart is also demonstrated.

Staupell Resource Library

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