Author Archives: Melissa Wall

Research shows nearly a third of giving happens at the end of the year, so now is the time to focus on communication and donor stewardship. Hopefully your year-end campaign will bring in new donors as well as repeat donors. Throughout your campaign, don’t forget to circle back to those who give and follow up with your gratitude.

According to Blackbaud’s Charitable Giving Report, retention rates for first time donors are between 25-30%, but for multi-year donors, the retention rate doubles. We know it’s a busy time of year, but at TCG we recommend building in time to thank your donors and begin (or continue) building a relationship that will continue throughout the year and for years to come. Ultimately, this continued engagement will help grow your donor base.

Ways to Stay In Touch

Celebrate your success
During the end of the year frenzy, don’t forget to thank your supporters and volunteers! Dedicate one of your emails to celebrating what your organization has achieved this year. Include a list of highlights, pictures from events, or a holiday picture of staff, and start building excitement for the coming year.

Send a thank you
Once you receive a donation, the job is not done yet. Make sure that each donor receives a receipt with their donation. That is required. But don’t stop there. Send your donors a dedicated thank you email or letter. Sooner than later. Want to really say thank you and engage your board? Have board members call or write major donors to express appreciation for their gifts.

Add another communication check in
It is also part of good donor stewardship to communicate regularly with your donors. Engage (or reengage) your donors in your nonprofit as it is obviously a cause they care about. After the first of the year, welcome new donors. They might have given because a friend or family member supports the cause without knowing the details of what you do. Create a welcome series of emails to get them better acquainted with your organization. And for all donors, connect with them throughout the year and include a call to action – to sign up for your newsletter, tour the facility, attend a program, or volunteer!

TIMELINE. For Follow-Up

You have your campaign strategy and a plan for following up with donors. Here’s a timeline of how everything works together!

Timeline:

Start campaign week of Thanksgiving (11/25)
Giving Tuesday outreach (12/3)
Touches throughout December until December 31st
January-February: Review the data to see how your campaign performed. How many new donors, recaptured donors, and repeat donors did you have?
Keep in touch throughout the year!

Want more ideas for your year-end campaign? Check out our latest blogs on Giving Tuesday and 10 Tips for Year-End Giving Campaign. If you want to learn more about how your campaign performed this year or to improve your organization’s fundraising next year, check out our services and contact us today!

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Are You Data Literate?

May 10, 2019

Melissa Wall

Research & Analysis Technology

Recently the TCG team participated in a data visualization challenge at the Indy Big Data Conference, and this experience has led me to writing a blog on data literacy. What is data literacy? Merriam Webster defines being literate as “having knowledge or competence”, and being competent with data is a foundational skill we all need in this age of big data.

Now, you don’t have to love math or know how to write code to be data literate. What you need to be comfortable doing is asking what, how, why, and so what of data.

What data is being collected? (e.g., age, county, number of individuals with a college degree)
How is the data being collected? (e.g., application, agency records, census survey)
Why? Especially when it comes to data analysis, don’t be afraid to ask why. (e.g., Why did you focus on this subset of the population? Why were those data points analyzed?)
So what? (e.g., How does the number of individuals without a college degree impact our strategy to address this issue?)

For TCG’s presentation (check it out here), we reviewed multiple datasets provided by the Indiana Management Performance Hub. We had to learn what each variable meant, how the values were determined or collected, and why those variables were important to those data sources. Figuring out the data meant learning about workforce development measures and industry codes. Analysis of the data involved selecting certain data to focus on and incorporating different views and additional data to answer the questions we had. Listing our recommendations answered the “so what” for the data we chose to analyze and present.

Data presentation

Data literacy is very important to the data visualization world as well. Before making the data “pretty” with charts or data visualization software (like Tableau which we featured in this blog), you have to know your data and know your metrics. That way when you see your dashboard or charts showing 1,000 current donors with a 25% retention rate from last year, you will know if that is correct. Programs like Tableau (which imports your data to visualize) can’t tell you if you’re creating the right chart with the right variables. It takes the same level of critical thinking that is applied to the data itself.

Common Mistakes with Data Visualization:

Not spot checking data to make sure things are correct (such as population totals).
Too much data. More is not always better, and lots of data can be overwhelming and may take away from the goal of the analysis.
Selecting the wrong variables. A chart can be created to compare apples to oranges, but it may not be of any value.
Not using percentages when comparing groups with different totals. This is one I see quite often and is a reminder to always question data. In the example below, Marion County (center of map) looks like it has the most young children and the most young children in poverty because Marion County has the largest population. If you look at percent of young children in poverty, other counties show just as high of a percentage as Marion County.
Lacking context. Without knowing the source of the data or data totals, the statistics may be less convincing. Industry knowledge is also important to context in order to visualize the most valuable data and to answer “So what?”.

Not sure how comfortable you are with data? Start with your own! Ask questions and see what you can uncover. Check out some of our favorite sources of data that can add to your analysis. As you dig in, Transform Consulting Group is ready to assist with our evaluation, research, and strategic planning services as well as data visualization training and products. Contact us today to ask questions and learn more!

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When do you need a Feasibility Study?

April 26, 2019

Melissa Wall

Evaluation Fundraising Strategies Program Development Research & Analysis

Whether you call it a feasibility study, a needs assessment, or a readiness assessment, you typically need one when your organization is looking to take on a large initiative such as a capital fundraising campaign, adding a new program or service, or expanding into a new market. When do you need a feasibility study?

At Transform Consulting Group (TCG), we perform feasibility studies that often include the following steps: gathering stakeholder feedback, surveying the board of directors, scanning the environment, completing a financial analysis, and conducting a community assessment. There is a lot to consider when taking on a large initiative, and each feasibility study is going to look slightly different depending on what is being considered and how your organization operates.

Our team has served numerous clients during their feasibility study process. Here’s a look at those projects and how the client decided it was time for a feasibility study:

Meeting Community Need

Community leaders in Jay County wanted to investigate the feasibility of converting an old elementary school building into an early childhood center. The Portland Foundation hired our team to facilitate a site analysis of existing school buildings, assess the existing early childhood education landscape, and create a marketing and business plan for implementation. Portland Foundation Feasibility Study Cover

Launching a New Program/Service

Shepherd Community Center wanted to see if their organization and service area were a good fit before adopting the Center for Working Families program model. For this engagement, we held focus groups, facilitated internal and external assessments, and completed a logic model to identify the resources, inputs, outputs and outcomes aligned to support the implementation of the Center for Working Families program.

Assessing Annual Performance

All Head Start organizations are required to submit annual needs assessments to inform their strategic plan goals and objectives. The Indiana Head Start State Collaboration Office hired our team to perform their report that shows how Indiana Head Start grantees compare locally and nationally and how well the state is responding to federal priority areas.

Relocating or Opening a New Location

Before you consider relocating or opening an additional location in a new community, we recommend 3 steps to determine feasibility in this blog.

Fundraising

Our funding analysis and fund development plan are two fundraising strategies that might be part of your feasibility study. If you’re looking to launch a capital campaign, they are two strategies that should definitely be incorporated as well as interviews with major donors and staff and surveying the board of directors.

Completing a feasibility study isn’t a quick task, nor should it be. Make sure your organization is ready to go before committing valuable resources to a project or campaign. Need assistance with one or more elements of your feasibility study? Not sure where to start? Contact us today to see how we can help!

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Getting the Most Out of Your Needs Assessment

August 17, 2018

Melissa Wall

Evaluation Research & Analysis Strategic Planning

Recently Transform Consulting Group finished the annual needs assessment for the Indiana Head Start State Collaboration Office (IHSSCO). Each Head Start State Collaboration Office is required to annually submit a needs assessment, which informs their strategic plan goals and objectives.

IHSSCO uses their needs assessment to inform their annual work plan, and all organizations should make the connection between a needs assessment and the organization’s strategic goals! Whether you want to conduct a needs assessment, program or organization evaluation, or annual report, don’t miss the chance to do one of the following:

Use your assessment to solicit new feedback or data.

The IHSSCO needs assessment solicited new feedback this year. We interviewed and surveyed external stakeholders and Head Start partners. If you’re going to request feedback, make sure you show you’re doing something with it. No one likes to provide feedback, and then see that nothing changes. For Head Start partners and stakeholders, they will soon be able to read the needs assessment report and see the recommendations for solutions that address some of their feedback.

Take the time to learn from your data.

Data is collected and reported on, but beyond totals and percentages, what does your data say? What questions does it raise to inform your assessment and planning efforts? For example, we wanted to know:

How do Indiana Early Head Start and Head Start programs compare to national statistics?
Where are Early Head Start and Head Start centers located across the state, and is it proportionate to the population and need?
What percentage of children are being served?
Is there more of a demand for Early Head Start and Head Start in rural or urban areas?

Besides the demographics of your program participants and the outputs of a program, look for issues and barriers, gaps or overlap in services or clients, layer the data with other relevant indicators, and don’t forget to look at outcomes as well!

Make sure you share the report – internally and externally.

A needs assessment can take a great deal of time, effort, and resources from multiple individuals. Once the process is completed, it is easy to do a quick review of the findings with program staff and then put it on the shelf. The needs assessment report and its findings are not only important to program staff; it can also provide insight to all staff, program participants, funders, and external stakeholders/partners. Check out this past blog for more ideas!

Make the report accessible and relevant. Many people may only be interested in reading an executive summary of the report or skipping straight to the recommendations. Others may be more attracted to infographics or dashboards. Decide how to best present your data for your audience, and then post these materials on your website, link to them in a newsletter, or mention them on social media.
If you’re ready to do things differently with your needs assessment but are not sure where to start, contact us today to discuss ways Transform Consulting Group can help!

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Training Your Team

June 1, 2018

Melissa Wall

Evaluation Nonprofit Program Development

As a new employee (week 8 on the job), I’m learning more and more about Transform Consulting Group. I have found that we don’t stop working where other consultants might.

At other consulting groups, the typical client engagement cycle is this: Research is finished. Meeting is over. Report is delivered. On to the next client.

Client: Now what?

Consultant: I wonder what they did with our recommendations.

TCG goes further – we help you implement change.

At Transform Consulting Group we go further in helping our clients implement change. One way we do this is through training our client’s staff.

CLD Training Just like no funder wants to adopt a grantee forever, no client wants to hire a consultant forever. We want to make sure that the work we have completed for the client will be sustained beyond our engagement with the client.

We work with several clients to support their evaluation needs. This might include evaluating a program for a grant, developing an evaluation plan and process, or developing a data dashboard. Evaluation can be intimidating for many of our client’s staff, so we make sure we develop data tools and plans that they can manage and implement beyond our engagement. In order to accomplish this, we might embed a series of trainings for staff throughout our evaluation project.

We are currently doing this right now for the Center for Leadership Development. We have provided the following training topics mainly around analyzing data:

Using Excel to analyze program data
Using SurveyMonkey to analyze data
Using the National Student Clearinghouse to analyze data
Implementing a Continuous Quality Improvement (CQI) process with evaluation data
Using evaluation data with marketing, fundraising and outreach efforts (for development and communications staff)

Our trainings include detailed slides, a recording of our training, and handouts. These are all useful tools that can be shared with new staff at an organization.

We also offer trainings on other topics for which we provide services. Some of our popular trainings include: CQI Training UW Central IN

Not only does the organization benefit, but according to research, employees want professional development! It makes them feel that the company is investing in them and their development, which can increase employee retention. A win-win!

At Transform Consulting Group, we understand the importance of evaluation and the critical step of implementation. If your organization needs help developing its staff or would like to engage with a consultant that can help you through the entire evaluation process, contact us today to learn more!

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Author Archives: Melissa Wall

Besides an ask, did you say thank you?

Ways to Stay In Touch

TIMELINE. For Follow-Up

Are You Data Literate?

When do you need a Feasibility Study?

Getting the Most Out of Your Needs Assessment

Training Your Team

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