Data-Driven Decisions for Annual Campaigns
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Learn how to use Excel to make data-driven decisions for your annual giving campaigns in this intensive 2-day workshop. You'll gain a deep understanding of the place of annual giving in fundraising, and learn how to use pivot tables, filters, and formulas to analyze your data and optimize your segmentation and campaign results.
We will cover the gamut of the annual giving life cycle, from acquisition to renewal to upgrade. You will bring your own data and laptop and gain insights through in-class exercises. You'll leave the workshop with real action steps for your next year’s campaign, along with a toolkit on how to use analytics to transform your annual giving efforts. |
Hands-On Workshop
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This is an intensive, in-person course with lectures and exercises. You will bring your laptop and data so that you can leave the course with results that you can immediately use for your organization.
Topic Overview
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$1,200
CLASS SIZE LIMITED TO 15
CLASS SIZE LIMITED TO 15
Earn CFRE Continuing Education Points
Hotel Information & Reservations
This in-person workshop is held at the Sheraton Springfield Monarch Place Hotel in Springfield, Massachusetts. You will be responsible for booking your room and travel to attend the event. The hotel is conveniently located just 18 miles from Bradley International Airport (BDL). There is a special block of rooms the hotel is holding for this event until September 15th.
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Sheraton Springfield Monarch Place Hotel
One Monarch Place Springfield, MA 01144 $139.00/night +tax Deadline for reservation, Friday, September 15, 2023 Overnight guest parking is $19.95 per night per vehicle. |
Workshop Agenda
Here's an outline of how the workshop is structured. It's an intensive 2-day workshop where time is built in to practice and complete concepts learned during the session. Breakfast and lunch for both days are included in the course cost. Earn points toward your CFRE continuing education.
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Day 1
8:00-9:00 am: Breakfast (included) 9:00-9:15 am: Introductions and housekeeping 9:15-10:20 am 1. Annual Giving’s Place in Fundraising
10:35-Noon: 3. What Methods Worked?
1:15-3:15 pm: 3. What Methods Worked? Continued
3:25-5:00 pm: 4. Understanding New Donors
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Day 2
8:00-9:00 am: Breakfast (included) 9:00-10:20 am: 5. Segmenting
10:35-Noon: 5. Segmenting (continued)
1:15-2:30 pm: 6. Determining Segments – Making use of your findings
2:45-5:00 pm: 7. Planning resources for next year
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$1,200
CLASS SIZE LIMITED TO 15
CLASS SIZE LIMITED TO 15
About Your Instructor
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Marianne PelletierMarianne Pelletier has over 30 years of experience in fundraising, with the majority in prospect research and prospecting. She is one of the first adopters of donor modeling and data mining techniques and is now a world-renown leader on this segment of the research profession. Her prospect research positions include analyst and department head for Harvard University, Lesley University, Carnegie Mellon University, and Cornell University.
Pelletier is a graduate of Rockford University and earned her MBA at Southern New Hampshire University. Her recent workbook, Building Your Analytics Shop: A Workbook for Nonprofits. Read More |
WHAT IS THE COST TO ATTEND?
- The workshop fee is $1,200 and includes 2 days of hands-on training, a workbook, plus breakfast and lunch provided on both days.
- The class size is limited to 15.
- Early bird pricing of $999 ends Sept 1
- You will be responsible to arrange your own transportation, hotel accommodations and dinner.
- We have a booking arrangement with Sheraton Springfield Monarch Place Hotel for $139/night.
WHAT IS THE NEAREST AIRPORT?
WHAT IS THE DRESS CODE?
Business casual.
Who is this workshop for?
This 2-day workshop is perfect for you if you are:
- Research Analyst
- Database Administrator
- Nonprofit Administrative Assistant
- Nonprofit Operations Staff Member
- Advancement Services Staff Member
How will this workshop help my organization?
You will find benefit from this hands-on training if:
- Your organization collects data, but feel that you aren't effectively using the data to help in your fundraising efforts
- You need help installing and/or using R
- You need help understanding data variables and how they may be effectively used
- You are having trouble with "cleanliness" of your data
- You need help with predictive modeling
- You've been preparing analytic reports and are looking to streamline and/or improve your processes
What should I bring to the workshop?
Bring your laptop. We'll send you instructions before the class on downloading R, the program that we'll learn on. We'll send you the link in plenty of time to download and install the software.
During the 2-day workshop, you will have many opportunities to practice what you've learned using your own organizational data.
During the 2-day workshop, you will have many opportunities to practice what you've learned using your own organizational data.
Will I get to work on live examples?
Yes. We'll send you a data list for you to download data from your own database and build a real model from it in class.
What if my organization will not allow me to download data?
Don't worry. You'll still be able to complete the practice exercises. Staupell has a very small sample dataset you can learn on.
is there a guidebook that I can bring home?
Yes. Included in your workshop fee is a workbook with plenty of room for notes.
Will this training be recorded?
No. Because of the hands-on nature of the lessons, you need to be in class for the full benefits of the exercises. However, you will go home with a workbook and examples done on your own laptop for future reference.
WHAT IF MY TRAVEL PLANS CHANGE? CAN I GET A REFUND?
We hope to see you in class, but understand that extenuating circumstances may occur preventing you from attending. Here's our refund policy for the course fee:
- Prior to Sept 1st 100% refund
- Sept 1st-15th 50% refund
- After Sept 15 no refund can be given
