A KPI Journey - Creating Metrics and Changing Culture with Institutional Fundraisers

We will share our experiences in launching our first ever individual fundraiser Key Performance Indicators (KPIs) within UNICEF USA's three institutional fundraising teams (Corporate, Foundations, and Civil Society Organizations). We'll dive into how we identified meaningful metrics, intentionally engaged stakeholders, and created a culture shift towards performance transparency. You will hear about our wins, challenges, and lessons learned, and we will showcase examples of the actual metrics and dashboards.

Learning Objectives:

Attendees can identify the characteristics of meaningful KPIs and best practices for data visualization, especially in relation to institutional fundraising KPIs.
Attendees are familiar with approaches and tools they can use to successfully lead and guide culture change.

Amy Pawin

Megan Horton

Prospect Management & Research Analyst

UC San Diego

Megan has been working with UC San Diego Advancement since 2015 where she has worked with campaign operations, Corporate & Foundation Relations, and is now involved in both Prospect Research and Prospect Management. She currently serves as Chair of the Apra Ethics & Compliance Committee, and has presented at several conferences including Apra Prospect Development, AFP ICON, and CARA. Before coming to San Diego, she worked in El Salvador and Washington, D.C. where she worked in violence prevention and Latin American social justice nonprofits. Megan has a BA in International Affairs from George Washington University, and an MA in Latin American Studies from UC San Diego.