Nothing like a good report

As we continue our series on the tools a fundraiser should have, needs to refine, or better pick up if they haven’t in a while, it would be a grand miss to not highlight how effective crisp, consistent, and compelling reporting can be.

The agency that I have the privilege of serving with is relatively young, but we have made it a priority to focus on developing and communicating key metrics for operational results.  With great care and by leveraging feedback provided by members of our support community, we’ve come up with 10 specific measures to report how giving is impacting our mission.  We invited their feedback early on as it is critical for us to know what our supporters want to know, not to tell them what we think they need to hear.

Also, we’ve learned that while an Annual Report (more on this later this week) is a key component to the strategy, more frequent and less comprehensive updates can also be a great way to keep folks engaged.  We’ve taken to it quarterly.  We’ve taken to it in a way that is appealing from a graphic design perspective: 2 PPT slides treated and formatted into a PDF.  We’ve taken to sending it out via email with an invitation for additional feedback, and offering to get together for coffee to talk through it.  A great touch.

One additional discovery that has been helpful, is that many folks are game to share on social media the good things that are happening.  If we pull out 1 of our key metrics and post it on Facebook or tweet it on twitter, many of our supporters are quick to spread the word.  We all love to celebrate, and we all love to feel like we are part of something bigger than ourselves.  This is one easy way to do both.  If you haven’t already, give it a shot.

What reporting strategies, media, or formats are you using?  Join the conversation at @infosmallchange #ascblog

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