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“We really have to do an annual report this year,” development director Hannah’s boss told her. “Donors want it, our foundation funders are asking why we don’t have one, and everyone else in our service area is doing one.”
Getting started with a nonprofit annual report for the first time, or just want a refresher? Simplify the process with this ultimate guide full of expert advice and examples.
Getting started with a nonprofit annual report for the first time, or just want a refresher? Simplify the process with this ultimate guide full of expert advice and examples.
As valuable as data is, though, without a clear and actionable way to track and report across your entire association, it can be difficult to tell what’s actually working. Read on to learn how to best track and report on your key performance indicators (KPIs).
Train Staff and Volunteers Every day, your staff and volunteers work hard to keep your organizations doors openwhether theyre crafting marketing materials, planning events, or compiling financial reports. For example, you might enroll managers in training courses that cover topics such as delegation and change management.
Case Study Example: The American College of Chest Physicians (CHEST) modernized its learning management system (LMS) and training facilities to create hybrid learning experiences , expanding its global reach and member engagement. How can we repurpose and monetize our intellectual capital (whitepapers, reports, research)?
The latest research report from Halmyre Strategies describes emerging challenges as a new generation enters the workforce : burnout, retention, customer demands, declining value of credentials, and changing roles. This session offers real-world examples, videos, and interactive discussions. Next-gen workplace challenges. 1 CAE credit.
Save yourself, save your kids, and set a good reading and thinking example for those around you. Tech Tuesday: Who Should IT Report to in Your Association? Explore the various reporting structures for an association’s IT department and evaluate the pros and cons of each. Repurposing webinars. More info/register.
Meeting planners are still facing rising expenses and looking for creative ways to address them, according to a new report. The report notes that inflexible contracts with hotels and venues are a top challenge: 84 percent of respondents say it is an issue sometimes or most of the time.
Personalize and customize In Higher Logics 2024 Association Member Experience Report , which surveyed nearly 400 association members, 71% of respondents agreed that personalization is important to them. For example, if someone unsubscribes from email, there are other ways to reach them.
Once again, it’s time for annual reporting! Are you ready to level up your annual report to highlight the true value of your association? Learn how to refine your annual report to reflect your staff’s hard work and your organization’s accomplishments. For example, did membership increase this year?
For example, a used book store might have several audiences, including lower-income individuals looking for deals and book lovers looking for unique or vintage tomes. Financial Reporting To sell products and maintain nonprofit status, charitable organizations must be extra conscious of their finances and reporting requirements.
A new research report argues that associations are neglecting their membership models, and that their role in overall value proposition requires more intent and strategy. Instead, membership too often “just is,” the report said. “We Too often, the report says, membership “just is.”
Per the report, most associations are in the discovery or planning phase of AI adoption. The report also shares AI policy samples and discusses AI use, barriers to adoption, and potential use. Hear about real-world examples for leveraging data from your email marketing, community, AMS, educational programs, and more.
The Community Roundtable’s annual report, the State of Community Management, is one of the biggest data sources grounding the community industry and the community management profession. Learn more about communities and get the data you need to power your community program in the full report. And what does the data show?
Nonprofits are facing ever-increasing challenges in obtaining financial capital, with reports of declines in individual donors , fundraising challenges , and proposed government spending cuts. A 2020 Candid analysis suggests that about half of nonprofits have less than six months worth of cash reserves.
Extra credit 8 email newsletter signup forms that convert—useful examples for associations and their industry partners. Through real-world examples and a review of available resources, gain actionable insights and a sustainability mindset to elevate your meetings and events. How to calculate your association’s member retention rate.
Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. 9: Your Data Is Not Readily Available Challenge : You need to put a report together by the end of the week, but the person who has access to the data you need is out on vacation for the week. Sound familiar? Unsure where to start?
Not only that, because they are reading every email, they also read each new article and research report. Lets start by thinking through all the little decisions people make as they engage using our email example. Should I crack open this research report or file it for later? So, how do we earn micro-permissions? Im intrigued!
Have conversations with volunteers and staff about how you can all set an example for others. She also shares examples of companies who built successful products but lost sight of what made them great. Hear about real-world examples for leveraging data from your email marketing, community, AMS, educational programs, and more.
Naylor’s 2019 Association Communications Benchmarking report is full of so many insightful nuggets that it’s worth reading the full assessment, but here we’ll cover 10 stats from the report : #1. For example , there are members in your online community who may be ideal candidates for a mentor/mentee relationship.
Partnership Examples: Co-hosting an Industry Event: Two organizations collaborate to organize a conference, combining their networks and expertise to attract a larger audience. Shared Research Projects: Working together on studies or reports that benefit both parties and their stakeholders.
The study’s lead author said some brain functions occur in one or the other side of the brain, for example, language tends to be on the left and attention on the right, but the brain isn’t as dualistic as the myth would have you think. #3 3 – Young ‘digital natives’ can’t multi-task. This ability is called brain plasticity.
The comprehensive 2025 B2B Content Marketing Benchmarks, Budgets & Trends report from the Content Marketing Institute is a must-read for marketing professionals. Enjoy these recognizable examples of technology or optimization causing us to be worse off than we were before. Content marketing. Membership meetups. More info/register.
Sales ops originally functioned as a small team of number crunchers who executed financial analyses, reporting, and sales forecasting. As the volume of business information exploded, sales ops has evolved into a more powerful data analysis and reporting unit that can provide critical insight on the following areas: Sales Process Optimization.
According to this Experian report on customized messaging , personalized emails are six times more likely to deliver higher transaction rates. Gather and Report Data to Improve Future Event Marketing Strategies. One of the key tools available to you is the ability to create comprehensive data reports on your marketing efforts.
The software allows you to organize and store member information, as well as generate reports to discover valuable insights on your membership. Robust reporting tools: Ensure your AMS can provide the reports your association needs, when you need them. Let’s look at an example. Email Newsletter.
For example, let’s say your association sold two products (Product A and Product B) last year that brought in the same total revenue – $20,000 each. Which reports are necessary and which ones are outdated? How can you streamline reporting into one dashboard? Where are you repeating your efforts?
nonprofit sector report found that women leaders are underrepresented compared with their share of all staff at larger organizations: Candids 2024 Nonprofit Compensation Report: Executive compensation is on the rise, but not for everyone. Candids The state of diversity in the U.S. Surviving and thriving as fundraisers of color.
G2, the leading B2B technology review platform, released their Spring 2020 Grid Report, and we are excited to announce that we’ve been named a Leader in Online Community Management for the 4th consecutive quarter. Access the full G2 Spring 2020 Grid® Report below. Why Higher Logic is Ranked as an Online Community Management Leader.
As Mariner Management & Marketing and BillHighway’s 2022 Chapter Performance & Benchmarking Report notes, more than three-quarters of the chapters it studied were either chartered or wholly-owned by the parent organization. The largely rural Region 1, for example, covers parts of the province that can be difficult to reach by car.
I use data from MGIs survey report more than any other research in our space. Learn about the principles of this approach and see examples of content that can be trusted. Seuss Association survey. MGIs 2025 Membership Marketing Benchmarking Survey is closing next Friday. I strongly encourage your associations participation.
For example, Mobile vs. Desktop traffic can be compared to visualize the different behavior patterns depending on the device used to access your Path site. C ustom dashboards can be useful for sharing with other colleagues who have specific insights they’re after on a routine basis. .
For example, you might choose a mixture of those who are already passionate about working with data and those who are interested but haven’t had the opportunity yet. For example, you might include a few questions based on the previous week’s training. One way to do this is to create weekly quizzes with incentives.
Laura Armstrong at Cimatri shares 15 examples of how AI is transforming educational programs in associations by, for example, offering personalized learning paths and automating administrative processes. See examples of real membership renewal, win-back, and acquisition campaigns that delivered results that are to die for.
For example, #YourAssociationNameGivingTuesday or #GivingTuesdayEducators. The latest nonprofit fundraising study research reports that 8 out of 10 organizations used #GivingTuesday to try a new way to fundraise. Consider making a hashtag that is unique to your association’s name or specific to your GivingTuesday cause.
And the examples go on and on. The manual compiling of data, lists, and reports was not professionally challenging, and we longed for better work-life balance. We spent hours manually creating attendee lists to import into various sources. Three employees, countless hours. Though we loved our association, we wanted to quit at times.
Inspired by a Harvey Nash/KPMG CIO survey report, David DeLorenzo at DelCor discusses the attributes of a transformational association CIO. MemberSuite provides examples of these metrics and explains how to use them to spot opportunities as well as problem areas that need improvement. More info/register. Wed 1/10 at 12:30 p.m. –
Shockingly, the latest Association Trends Study reports that just 34% of association professionals rank their organization as an excellent technology user when protecting member data with additional security measures like multi-factor authentication (MFA). Ransomware: This form of malicious software is used to lock a system or steal data.
How association members use AI During their workdays, members are using AI at least a few times each month, with 48% reporting they use AI at least weekly. For example, ambient AI analytics might include suggestions when writing an email, recommendations when scheduling a meeting, or a notification on a phone, tablet, or other smart device.
People often confuse reporting and analytics. Reporting is rear-facing, looking back on what happened: It’s about organizing information using past data. Reports help you understand what has happened. A lot of this data isn’t transferred to your AMS which means reporting from it will provide an incomplete picture.
Griep notes that “the activity has to benefit others who are not your core family; for example, helping out a church, a school, a library, a homeless shelter or some sort of charity organization.” Remember when I mentioned that volunteering leads to an increased sense of purpose? Well, that plays a role here, too. The results? "We
For example, perhaps you want to grow your membership by 50% in the next two years and maintain retention at 75% or more. This makes it simple to organize, analyze, and report data. For example, who would have thought just 10 years ago that artificial intelligence (AI) would be as advanced as it is today? Seek out an expert.
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