In the dynamic landscape of organizational growth and impact assessment, metrics are pivotal in guiding strategic decisions and gauging success. This crucial session delves into the foundational aspects of establishing an effective metrics framework. Whether you're a newcomer to metric formulation or seeking to refine your approach, this session offers invaluable insights to craft metrics that align with your organization's goals.
Key Topics Covered:
- Defining Metrics: Learn the art of crafting metrics aligned with your organization's fundraising objectives. Discover how to avoid common pitfalls and ensure your metrics provide accurate insights.
- Quantity vs. Quality: Explore the dilemma of how many metrics are optimal. Learn to balance comprehensive data collection and focusing on the metrics that truly matter.
- Leading vs. Lagging Metrics: Understand the fundamental difference between leading and lagging metrics and discover how to leverage both types to gain a holistic view of organizational performance and progression.
- Common Metrics Overview: Dive into the realm of key metrics, including:
- Major Gifts Fundraising Metrics: Learn some basic metrics to track including substantive visits, qualifications, and solicitations, as well as nuances for principal and planned giving.
- Annual Fund Metrics: Learn to measure the success of your yearly fundraising efforts and engagement with a broader donor base.
- Prospect Development Metrics: Ideas for measuring prospect development success.
Who Should Attend: This session is tailored for individuals who are either new to crafting metrics or are exploring a metrics-driven approach for a new area within their organization. No matter your role, if you're keen on harnessing the power of metrics to guide your decisions and enhance your organization's impact, this session is an invaluable opportunity to gain practical knowledge and actionable insights.
Emily Maple
Director of Prospect Management and Research
University of St. Thomas
Emily Maple is the Director of Prospect Management and Research at the University of St. Thomas in St. Paul, MN. She has worked in prospect development and development operations and analytics in both higher education and cause-based non-profit organizations. Emily has served on the Apra Education and Professional Development Committee and the Apra Conference Planning Committee. She holds a Master’s in Art History from the University of Toronto and a B.A. in English and Art History from the University of Minnesota.
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