the state of m&e in sa charities 24 may 2011 sam vos
TRANSCRIPT
The state of M&E in SA charities24 May 2011
Sam Vos
Agenda
• SA M&E: Where are we? • What is DELSTAT (vs Salesforce)• Demo M&E capabilities of DELSTAT • Costs • Impact on Donor relations• Future Development plans• Where to from here
SA M&E – Can you tell me:
1. What services you gave to your clients in Jan?2. How many clients have you served since the
beginning of the year?3. What counselling topics are spoken about
most by your clients?4. What changes are you producing in our
clients?5. What did our donors get for their money?6. Does your M&E results influence your staff
training decisions?
SA M&E – typical systems:• None at all• Loose papers• Hard copy books• Excel spreadsheets• Custom built in house systems
– Difficult to change
South African Charities do not benefit from the information age yet!
SA M&E : Results :
• we spend ages trying to answer basic questions• we duplicate services that others are already
doing = waste money & resources• we cannot quantify the difference that we
make or if we do, it takes us a very LONG ti`me.
Our clients suffer unnecessarily
Why should donors support us?
What is ?
• DELSTAT stands for Delivery Statistics Database• DELSTAT is a record keeping system that U-turn
developed since 2008 on the Salesforce CRM platform
• Salesforce.com = The world’s leader in customer relationship management (CRM) & cloud computing
In short:DELSTAT is an online database that allows users to
capture their Service delivery statistics
Salesforce & DELSTAT relationship:Salesforce :
• 10 CRM licenses:– Fundraising lifecycle– Client Relationship Mgt– No data setup– Online training– SA User group (run by U-turn)
• Service cloud– Managing call centres– Normally paid for
• AppExchange– 1000’s of custom applications
(eg DELSTAT)– Some free, some paid for
U-turn :
Requires Salesforce CRM platform
• DELSTAT Product:– Ability to analyse Counselling
activities– Ability to track Service delivery to
clients– Ability to quantify Change produced
in clients– Share efficiently with other users– Includes Data set-up (From CSV)– Includes Training of users
• Optional consulting:– Fundraising best practice on SF– Customisations
DEMO
• Client record• Services attended• Client notes
– Classifications of sessions– Alerts to staff
• Focus area report• Annual analysis
– Frequency analysis– Client notes analysis
Impact on our organisation:
We record all services that a client participate in
We record all counselling sessions as client notes
We monitor the change that occurs in each client as measured in 15 “focus areas” aka KPIs of change
Allow us to:• Evaluate
effectiveness of our interventions
• Shape staff training• Quantify impact• Justify investment to
donors
U-turn
Service delivery statistics
Service delivery statistics
Service delivery statistics
Perhaps your
charity?
Service delivery statistics
n…
Service delivery statistics
DELSTAT enabled collaboration:
• Services delivered in your Municipality• Similar services in SA
Enables learning, specialisation & effective partnership
Planned future developments
• Pls remember Safe harbour Statement
• Google Mash-ups• Quarterly Service Delivery newsletters• Biometric readers • Linking service delivery data with other
platforms eg – Greater Good SA, ForGood website, Prodder etc
A word about costs:
Years of development costsIf you don’t pay for it you don’t appreciate it
Why sell it?
Bigger orgs are more complex We want to help smaller organizations
Why annual license fees?So that we can continue to maintain and develop it further.
Why different prices for different size orgs?
U-turn rates vs Commercial rates?Commercial rates = R6000 p day for consultingR400 000+ dev quote
Typical implementation journey:
1. Interested? Email [email protected] 2. Set up a meeting with your decision makers3. Sign up4. Data analysis, Configuring and set-up5. U-turn Upload data (from CSV format)6. U-turn Trains for your staff7. Go Live!