Metrics 201: Refining Metrics Over Time
Recorded On: 11/01/2023
As organizations evolve and strategies mature, the journey of metric refinement becomes a pivotal element in steering success. "Metrics 201: Refining Metrics Over Time" is a critical session within our virtual conference, tailored for individuals who have embarked on the path of metric development and are seeking insights into refining and optimizing their measurement framework. Whether you've successfully completed a pilot phase or are in the iterative phase of metric evolution, this session offers strategic guidance to enhance your metrics approach.
Key Topics Covered:
- Post-Pilot Evaluation: You've conducted your pilot – now what? Discover how to assess the outcomes of your initial metrics implementation critically. Learn how to analyze data, identify successes, pinpoint areas for improvement, and determine the next steps for refining your metrics strategy.
- Determining What Works: Dive into the art of discerning effective metrics from those that require modification. Understand how to interpret data trends and insights to make informed decisions about which metrics to retain, revise, or retire.
- Sustaining Focus: Keeping metrics aligned with organizational goals can be challenging as priorities shift. Learn strategies to maintain a focused metrics framework that reflects current objectives and provides actionable insights for decision-making.
- Lessons Learned: Benefit from real-world experiences and case studies as speakers share lessons from their metric refinement journeys. Understand common challenges, pitfalls, and best practices to ensure your metric evolution is smooth and impactful.
Who Should Attend: This session is designed for individuals who have already progressed in their metrics journey. If you've completed a pilot phase, started implementing metrics, or are in an iterative phase of refining and expanding your organizational or departmental metrics, this session is tailored to your needs.
Janet Weimar
Executive Director, Prospect Development
The University of Iowa Center for Advancement
Janet is an experienced and dynamic prospect development professional with more than 25 years in the field. In her current role as a senior member of the Data Analytics team at The University of Iowa Center for Advancement (UICA), she manages the prospect development team, assists fundraisers in pinpointing and engaging their most promising prospects, and provides prospect management and research expertise for greater business intelligence across the organization. Active in the field, Janet has served in numerous volunteer roles over the years, including recently serving for 3 years as a member of Apra's New Researcher's Symposium. She also chaired Apra’s 25th Annual International Conference in Minneapolis, MN in 2012. Janet co-presented a session on fundraiser metrics with her data science colleague at Apra PD in Phoenix in 2019 and is thrilled to be revisiting this topic for this session on Metrics 2.0 for Plug Into Metrics.
Kent Clark
Vice President for Main Campus Development
The University of Iowa Center for Advancement
Kent Clark is the Vice President for Main Campus Development at the University of Iowa Center for Advancement. He leads major, principal, and transformational giving programs for academic colleges, intercollegiate athletics, and university-wide initiatives. In addition, he oversees the UICA’s Data Analytics division, which encompasses data science, prospect development, and business intelligence. With over 30 years of nonprofit management experience, 20 of that in higher education, Kent has a passion for helping donors make an impact, and fundraising teams achieve more. Recently he has focused on ways to integrate the art and science of fundraising—using data-informed decision-making to optimize development effectiveness. Kent holds degrees from Michigan State University and Cincinnati Christian University and previously served in advancement leadership roles at Utah State University, California State University Fresno, and Minnesota State University in Mankato.
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