We are looking at updating our fundraiser metrics.  What data points does your organization include? 

• proposals submitted
• dollar goal
• dollars raised
• # of substantial interactions
• % of the portfolio in the moves management continuum
• last date of contact

These are some of the data points I am thinking about reducing our metrics to.

Thanks!

Marcy,

We use the David Lively(Northwestern) system  .  It's a weighted point system. At 100% of each metric goal they get:

MG Closes - 44 pts

MG Asks - 25 pts

Dollars - 18 pts

Qualification Visits - 8 pts

Personal Visits - 5 pts

They get  points from 1 - 200% of each metric goal.

Sarah Sturm wrote:

@Marcy - how do you define "substantial interactions"?

@Lane - how do you define "Personal substantive meetings"

Thanks!

Hi Sarah,

Our definition below. PSMs can be in person or remote via phone or video call.

•  A substantive discussion/contact is defined as an interaction that advances the philanthropic conversation.
•  Should include new documented information about inclination, capacity, and readiness to make a gift.
• •  As a general rule, substantive conversations are planned in advance (i.e. development person makes an appointment with the prospect to have the conversation), they last more than a few minutes, and the development person is able to gather key pieces of information in a strategic way to qualify the prospect or otherwise move the relationship forward.