Measuring the Metrics that Matter Most-Measuring the Metrics that Matter Slides

Measuring the Metrics that Matter Slides

Pdf Summary

The document outlines key insights and findings from the Council for Advancement and Support of Education (CASE), in collaboration with GiveCampus, on the importance of advancement metrics in education. The report highlights the professional backgrounds of key figures like Cara Giacomini and Deborah Trumble from CASE, and Jen Agustin from GiveCampus, emphasizing their extensive experience in education and data analytics.<br /><br />Key areas of focus are:<br />1. **Philanthropy Metrics**: These include funds received, new donors acquired, donor retention rates, gift bands, gifts by alumni cohort, and return on fundraising investment. <br />2. **Engagement Metrics**: Metrics related to board involvement, volunteering, event attendance, donor participation, and online giving campaigns are discussed.<br />3. **Marketing & Communications Metrics**: Metrics such as enrollment rates, social media engagement, web analytics, brand health, and institutional rankings are highlighted.<br /><br />The document shares insights from a pulse survey with 343 respondents, focusing on the most critical metrics identified across different roles and institution types. Notable findings suggest challenges such as systems integration issues and limited staffing resources that hinder effective data compilation and analysis.<br /><br />Key takeaways stress the importance of adopting an integrated approach to data strategy, emphasizing that regular review and the addition of new metrics are fundamental. It reveals that while data-driven strategies are recognized for yielding the best outcomes, less than half of the respondents have easy access to necessary data. <br /><br />Notably, the U.S. News & World Report’s updated rankings methodology, which now excludes alumni giving as an indicator, is mentioned as a positive shift by CASE. Finally, the document discusses the need for institutions to prioritize metrics that align with their goals, and it points out the low familiarity with CASE Standards and moderate participation in CASE benchmarking among respondents.<br /><br />Overall, the report underscores the significance of comprehensive metrics in driving philanthropic, engagement, and marketing success in educational institutions, advocating for the ongoing incorporation of data into strategic decisions.

Keywords

advancement metrics

philanthropy metrics

engagement metrics

marketing metrics

data strategy

CASE

GiveCampus

survey insights

systems integration

institutional rankings