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Transforming Data into Knowledge: Measuring Performance and Impact

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Page 1: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Transforming Data into Knowledge:

Measuring Performance and Impact

Page 2: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

• Introductions/ Overview

• A framework for data and impact

• Case Studies

– Grantmakers for Effective Organizations

(GEO)

– New Leaders

• Q & A

Agenda

Page 3: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Rem Hoffmann Founder, CEO

Alison Anderson Manager of Operations

Venus Devnani National Director of Operations

& Business Solutions

About Us

© 2011 Exponent Partners www.exponentpartners.com

Page 4: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Data is…

www.exponentpartners.com

Page 5: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

1. How do you make data useful and meaningful?

2. How to report on mission success to

stakeholders

3. What technologies do you use to manage data?

3 questions:

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Page 6: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

A Framework

for Discussing Data

Page 7: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

www.exponentpartners.com

Imperative: Social Impact

Nonprofit organizations are under tremendous pressure to demonstrate social impact.

Page 8: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

www.exponentpartners.com

Imperative: Social Impact

Demonstrated Social Impact

Page 9: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

INPUTS

• Donations, Grants, Earned revenue, Staff, Volunteers

ACTIVITIES

• Programs run; services offered

OUTPUTS

• Metrics on the results of activities.

OUTCOMES

• The effect on your output on your constituent or community

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Getting to Social Impact

Demonstrated Social Impact

Page 10: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Knowledge

Information

Data

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Hierarchy of Data in Nonprofits

Data is the base of the hierarchy. It includes your organization’s:

• Observations • Data points • Raw data

Data is created by:

• Gathering • Created in business processes

Systems involved include:

• Paper records • Spreadsheets • Databases • Forms and surveys

Page 11: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

www.exponentpartners.com

Data into Information

Knowledge

Information

Data

Conceptually, Information conceptually is that

which is used to communicate with others,

both within and outside your organization.

Information is created by:

• Organizing, • Aggregating, • Analyzing, and • Putting data in context

Systems involved include:

• CRM • Business Process systems (fundraising,

financial, program) • Reporting and analytics

Page 12: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

www.exponentpartners.com

Information into Knowledge

Knowledge

Information

Data

Knowledge is the experience and understanding of a person or organization.

Knowledge is created through

• Sharing information • Codifying • Learning, and • Using information.

Systems involved include:

• Collaboration systems • Publishing • Content management • Reporting and analytics

Page 13: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Nonprofit Data Landscape

© 2011 Exponent Partners www.exponentpartners.com

Performance Management Impact Management

Knowledge Management

Data

Information

Knowledge

Inputs Outputs Activities Outcomes Impact

Page 14: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Roadmap to Social Impact

www.exponentpartners.com

Data

Information

Knowledge

Inputs Outputs Activities Outcomes

Demonstrated Social Impact

Impact

Page 15: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Grantmakers for Effective

Organizations

Page 16: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Smarter grantmaking.

Stronger nonprofits.

Better results.

Mission: Understanding that grantmakers are successful

only to the extent that their grantees achieve meaningful

results, GEO promotes strategies and practices that

contribute to grantee success.

About GEO: Mission & Programs

© 2011 Exponent Partners www.exponentpartners.com

Page 17: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Logic Model: TOC + Metrics

© 2011 Exponent Partners www.exponentpartners.com

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Knowledge about Members

Enables Impact

© 2011 Exponent Partners www.exponentpartners.com www.exponentpartners.com

Data

Information

Knowledge

Inputs Outputs Activities Outcomes Impact

Demonstrated Social Impact

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Data System Collects

Bits and Bytes

© 2011 Exponent Partners www.exponentpartners.com

Knowledge

Information

Data

Page 20: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Aggregated Data Leads

to Insights

© 2011 Exponent Partners www.exponentpartners.com

Knowledge

Information

Data

Page 21: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Insights Become

Knowledge

© 2011 Exponent Partners www.exponentpartners.com

Knowledge

Information

Data

Page 22: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Data Automation Makes Life Easy

© 2011 Exponent Partners www.exponentpartners.com

Page 23: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

New Leaders

Page 24: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

New Leaders Mission

Our mission is to ensure high academic achievement for

all children, especially students in poverty and students

of color, by developing transformational school leaders

and advancing the policies and practices that allow great

leaders to succeed.

Page 25: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Our Programs

Aspiring Principals

Recruit and place the best New Leaders

•10 years •800 Leaders •12 Urban Areas •More than 250,000 students

Emerging Leaders

Grow New Leader candidates

Leadership Development

Services

Teach leadership effectiveness

Page 26: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Our Theory

Page 27: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Our Theory

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Our Impact

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Data: Emerging Leaders

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Data: Emerging Leaders

Salesforce Qualtrics

Avatar Qualtrics

Page 31: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Technology: Emerging Leaders

1. Program participant submits assignment in Avatar

2. Facilitator evaluates program participant assignments in

Qualtrics; Qualtrics pushes data to Salesforce

3. Analysis on the data is done within Salesforce reports

and dashboards

Page 32: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Technology (1): Avatar

Page 33: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Technology (2): Qualtrics

Page 34: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Technology (3): Salesforce

Page 35: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Technology (3): Salesforce

Page 36: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Emerging Leaders: Data Points

• Participant performance in program

• Scores

• Peer relativity

• Trends of dynamic leaders

• Participant impact in schools

• Participant program and Aspiring Principals connections

Page 37: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Our Impact

Page 38: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Summary

Page 39: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Roadmap to Social Impact

www.exponentpartners.com

Data

Information

Knowledge

Inputs Outputs Activities Outcomes

Demonstrated Social Impact

Impact

Page 40: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Q&A

Page 41: Transforming Data into Knowledge: Measuring Performance ... · Data into Information which is used to communicate with others, Knowledge Information Data Conceptually, Information

Rem Hoffmann CEO

Alison Anderson Manager of Operations

Venus Devnani National Director of Operations & Business Solutions

Contact Us

© 2011 Exponent Partners www.exponentpartners.com

Any Questions? Email [email protected]