Summer Institute for Educational Fundraising Pre-Institute Sessions-You Are What You Measure

You Are What You Measure - Standard Reports Metrics and KPIs

Pdf Summary

The document titled "Beware of watermelon metrics" discusses the importance of setting clear objectives and key performance indicators (KPIs) and provides guidelines on how to do so effectively. It emphasizes the need for transparency across the organization and encourages leaders to actively engage in discussions about KPIs. The document advises against setting too many objectives, mistaking KPIs for metrics, and not being transparent about how staff are being measured. It also suggests automating data delivery channels and periodically assessing data quality. The document highlights the significance of qualitative assessments and data fluency efforts. Additionally, it cautions against setting and forgetting objectives and allowing reports to get outdated or stagnant. It encourages users to think about the purpose and practical use of reports and suggests removing those that lack clarity or have poor quality. The document recommends working closely with leadership, users, and analysts to understand organizational objectives, gather feedback, and ensure accuracy of critical data points. Finally, it mentions a prospect development scorecard without providing detailed information about its purpose or contents.

Keywords

watermelon metrics

clear objectives

key performance indicators

transparency

KPIs

data delivery channels

data quality

qualitative assessments

data fluency

reports