Event: Transforming Campaign Phases Through the Power of Analytics

December 10, 2017: 8:30-11:30am CT in Chicago, IL at the 43rd Annual CASE District V Conference

Data can—and should—play a crucial role in preparing for and implementing a campaign, and it may be leveraged in different ways as the campaign progresses. For higher education institutions, analytics can help prioritize time and resources for campaign giving. This master session will outline how institutions ready to establish a solid analytics program can optimize data while planning, implementing, and building off the momentum of campaigns. First, we will examine best practices, exploring the campaign experiences of panelists Kristen Mekemson, Principle Gifts Officer and Campaign Director for Lawrence University, and Patrick Dunlavy, Vice President for Advancement for Baldwin Wallace University. Through this discussion, we will cover a range of analytics services, from wealth screening to portfolio assessment and campaign wrap up.

After the panel presentation, we will break out into three workshop groups by campaign phase: beginning, middle, and end. Participants will do pre-work ahead of the session and come ready to dig into their data. Our workshop groups will discuss what tools and metrics are most valuable to focus on now and in the future, and participants will have the chance to develop their own campaign data plan. Through these hands-on strategies, higher education institutions can launch, carry out, and capitalize on effective campaigns.

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