by Jeff Schreifels | Mar 29, 2024 | Data, Metrics, Performance Measurement, Relationship Fundraising | Data, Metrics, Relationships
Many fundraising managers rely on measuring fundraisers’ activity, i.e., how many phone calls an MGO makes, the number of face-to-face donor meetings each month, or the number of asks. The problem with action-based metrics is that they don’t demonstrate results, and...
by Jeff Schreifels | Mar 27, 2024 | Data, Donor Pipeline, Major Gift Pipeline, Measurement, Metrics, Moves Management, Upgrading Donors | Data, Direct Response, Donor Retention, Metrics, Moves Management, Pipeline Development, Upgrading
I was recently at a fundraising conference and there was a session on benchmarking. The discussion evolved around measuring the effectiveness of each stream of revenue, how to do that right, whether or not that was even relevant, etc. There was no discussion on how to...
by Jeff Schreifels | Feb 7, 2024 | Management, managers, Metrics, Non-Profit Leadership, Performance Evaluation, Performance Measurement | Leadership, Management, Metrics
In a recent blog post, I wrote about the renewed interest non-profits had to revert to old, action-based metrics in times of financial uncertainty. It’s like watching a poorly scripted re-run where the characters never learn their lesson. And boy did this spur a...
by Jeff Schreifels | Jan 22, 2024 | Donor-Centered, Job Performance, Meaningful Connections, Metrics, Performance Evaluation | Data, Donor-Centered, Evaluation, Meaningful Connections, Metrics
Something that has been irritating me lately is that I’m hearing how non-profits, worried that 2023 was not as good financially, are going back to using old metrics to “manage” frontline fundraisers. It seems that we cannot learn from the past, so we have to continue...
by Veritus Group | Jul 31, 2023 | Caseload Management, Metrics, Strategic planning, Tasks, Time Management | Caseloads, Metrics, Planning, Prioritizing, Strategic Plans, Structure
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...