How To Track Fundraising Progress With Metrics

with
Ellen Bristol
On-Demand
$99.00
Training Includes:
  • Certificate of Attendance
  • All resources and training materials
  • An on-demand recording will be available after the live presentation.
Fundraising performance expert Ellen Bristol will show you how to take advantage of simple, useful metrics. You will learn how to track and interpret valuable performance data.

What You'll Learn

  • What metrics should you track?
  • How can you use key performance indicators to set expectations?
  • What is the difference between leading and trailing indicators?
  • How should you assign metrics to the opportunity pipeline?
  • What metrics apply to each type of giving?
  • How can you read the story the numbers tell you?

Training Overview

What metrics does your organization track? Discover the vital indicators of fundraising success.

Metrics are a nonprofit’s friend when used correctly. Assigning success targets to your fundraising team will lower their fears by clarifying what you expect, motivate them to do a better job, and increase engagement.

You need to establish a few vital diagnostic indicators of success that can be measured, tracked, reported, and interpreted. The data will enable you to know what is working, correct course when you are off track, and celebrate positive results.

  • What metrics should you track?
  • How can you use key performance indicators to set expectations?
  • What is the difference between leading and trailing indicators?
  • How should you assign metrics to the opportunity pipeline?
  • What metrics apply to each type of giving?
  • How can you read the story the numbers tell you?

Who Should Attend?

  • Chief executives
  • Executive directors
  • Directors of finance
  • Directors of development
  • Development staff
  • Program directors
  • Board chairs
  • Nonprofit counsel

Expert Presenter

Ellen Bristol

  • Founded Bristol Strategy Group in 1995
  • Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
  • Developer of the Fundraising the SMART Way™ methodology
  • Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
  • 20-year career as a major-account sales representative for Fortune 50 companies
  • Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector

NonprofitWebAdvisor Quality Commitment

NonprofitWebAdvisor, a division of CareerLearning, wants you to be satisfied with your webinar. If this webinar does not meet your expectations, email us at service@nonprofitwebadvisor.com.