| Analysis Product | Purpose | When |
| Database Performance Audit | KPI analysis.FY vs plan vs prior years. Key DM measures = recency, frequency, monetary, participation.Program measures = growth, stability, longevity, loyalty reactivation, conversion, attrition and lifetime value.
Track migration. Measure equity growth whole of database. |
Critical planning times.When you arrive in an organisation and no clear understanding of database is available.Annually.
6-month update. To support budget submissions to boards/management. |
| Acquisition Performance | Measure acquisition results by target, demographic and channel.Rank targets by KPI’s.LTV growth donors acquired last 5 years.
Volume potential, $values, trends up or down per target. |
Annually.Acquisition planning times.Prior to commencing or continuing acquisition investment strategies. |
| Donor Loyalty Modelling | Loyalty profile value score derived from data attributes for each donor, prospect, advocate, event participant, multi-relationship supporters. | Annually, bi-annually, quarterly or real time, depending on capacity.Loyalty Profile Values are used for segmenting donors and advocates into appeals program and for tracking. |
| Post Campaign Analysis | Measure results, donors and prospects who responded to a campaign.KPI’s: current vs previous campaign.Measure test elements, response triggers, shifts and influencers. | During and at completion of reporting for each campaign. |
| Demographic Analysis | Map donors per postcode, or to Census Collection District(CCD), measure penetration ratios. | Annually.Pre-acquisition.Donor bonding. Migration. |
| Survey Analysis | Deeper knowledge of donor likes, dislikes, propensity to give, upgrade, convert into other programs.Lead generation for regular givers, major gifts, bequests.Feeds relationship driven copy for web/mail etc. | Include in annual program as relevant to strategies.Must build in ‘backend’ budget to capture and analyse data to be effective. |
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©Robejohn & Associates, March 2010 |
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