Summer Institute for Advancement Services Pre-Institute Sessions-Using Analytics to Assess Your Prospect Base and Campaign Success

Using Analytics to Assess Your Prospect Base and Campaign Success

Pdf Summary

This document discusses the use of analytics to assess prospect bases and campaign success in fundraising. The author emphasizes the importance of building a campaign team and assessing readiness before starting a campaign. They suggest involving data analysts, gift officers, alumni relations, marketing professionals, and others in the planning process. Assessing analytics readiness involves reviewing metrics, identifying what is working and what needs to change, and evaluating data needs such as wealth screening and counting the campaign according to CASE guidelines.<br /><br />The document also explores exploring growth scenarios and developing gift charts and depth charts to determine the number of gifts and proposals needed to reach fundraising goals. Feedback and feasibility involve benchmarking metrics, aligning plans, and evaluating progress.<br /><br />The document outlines the steps involved in campaign planning, including revising materials, implementing a communications plan, and developing a pipeline. The quiet phase focuses on testing and implementing communications plans and learning from colleagues. The public phase involves reporting progress, evaluating coverage, and studying results. The campaign is closed by celebrating success, collecting pledges, and creating a campaign report.<br /><br />The document also provides additional information and resources on building gift charts, analytics tools and training, and staffing assessments. It emphasizes the importance of teamwork, partnerships, and ongoing conversations in data-driven fundraising efforts.<br /><br />The author, Jami Hougen Johnson, is the Senior Director of Prospect Management, Systems Training, and Decision Support at the University of Chicago. Contact information and LinkedIn profile details are provided at the end of the document.

Keywords

analytics

prospect bases

campaign success

fundraising

campaign team

readiness assessment

data analysts

gift officers

alumni relations

marketing professionals