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Monitoring and Evaluation’s role in donor engagement, retention and reporting (and how to get started)

At the Connecting Up Conference in May Gus Quiroga from IBM Watson asked the question “What is stopping you from achieving you mission at scale? This webinar will explore some the trends we are seeing by putting a spotlight on the role that Monitoring and Evaluation can play to providing insights and data to engage your funders whether they be traditional donors, corporates, trusts and foundations or government. Why Monitor and Evaluate Getting Ready Understanding Common Evaluation Terms Identifying Output and Outcomes Identifying What Data to Collect Methods for Collecting Data How to Use Data Collected for Funder/Donor Engagement What is not included in the program? A highly technical difficult to implement theory based approach An M&E Framework – more the tools to start planning Course Outcomes: By the end of this webinar your organisation will have: Questions to prompt top down and bottom up thinking to support Board/Staff engagement Understanding funder expectations to help secure and retain grants/donations Some first steps to get started with planning - aligned to a Human Services Maturity Model A better understanding of what funders want to know and why which will help attendees to think about demonstrating how they are delivering their mission Audience This webinar is suitable for: Board Members CEO’s and Executive Directors Fundraising Team Marketing and Communications Team Programs Team IT and Finance About the Presenter: Greg Simmons Greg is the Outcomes Business Manager at Blackbaud Pacific and also the President/Chair of Down Syndrome NSW. Through the good fortune of having a daughter born with Down Syndrome, Greg has spent almost 22 years sitting on not-for-profit boards and finance/fundraising committees. In 2012 he co-founded (with his mentor, the late Barry Easy OAM) the Kuring-gai Chase Community-based Fun Run to raise money for his local Special Olympics program. His passion comes from 17 years of providing pro-bono fundraising advice to charities and helping them apply client-focused software to achieve their mission. Jo Garner Jo Garner, Director of Strategic Grants, has worked with non-profits since 1994 and established Strategic Grants in 2009. Jo and the team work with peak bodies, funders and charities across Australia and New Zealand to help non-profits increase their capacity to win grants and deliver vital community projects, while also encouraging effective philanthropic support. Strategic Grants assists hundreds of organisations through training, education, advisory services, critiquing, application writing and board and strategic planning for an effective grants program. The team has worked on successful philanthropic and government grants and tenders ranging from $5,000 to $50Million. Strategic Grants is now also assisting a growing number of funders with defining their grant application guidelines and application processes. Jo holds the international accreditation CFRE (Certified Fundraising Executive) and a degree in Commerce with majors in Marketing and IT and was made a Fellow of the Fundraising Institute Australia (FIA) in 2015. In 2017 she was awarded the 2017 Arthur Venn Fundraiser of the Year. Connecting Up is a part of the Infoxchange Group Infoxchange is a not-for-profit social enterprise that has delivered technology for social justice for over 25 years. With over 100 staff across Australia and New Zealand we tackle the biggest social challenges through the smart and creative use of technology. www.infoxchange.org/au

Recorded some time ago.

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TTS

TTS are one of 26,000 Microsoft Partners worldwide. We specialise in Microsoft SharePoint and Microsoft Dynamics CRM business solutions and services. Being part of a large support network backed by an industry heavy weight like Microsoft provides us with the ability to provide our clients with 'best of breed' services, peace of mind, knowledge, experience and commitment. Our company is built upon a strong foundation of experience that exceeds more than 20 years. Our people have either worked directly for or been involved with Microsoft over many years and are certified to the highest levels.

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Digital transformation for greater sustainability and social impact

This course is designed for leaders of purpose driven organisations that: have operating revenues of greater than $5M do not have a Chief Information Officer (CIO) are looking to drive outcomes beyond ‘last year and a little better’ In this course we’ll explore: The difference between operational excellence and digital transformation, and the benefits that each creates A framework you can leverage to create your digital transformation program; one that builds team cohesion around your vision and considers technology governance, strategy and risk. A number of examples of how leading NFP’s are: Creating greater empowerment, choice and outcomes for every individual and community they support Increasing their reach and connecting with people who need their services Building greater sustainability and capability within their organisations Course Outcomes: You’ll take away: A clear understanding of digital transformation and how it differs from operational excellence. An understanding of the building blocks of digital transformation – from risk mitigation, to operational excellence, to digital transformation. A Transformation Kick-Start (limited availability of 5), which includes: Access to our online self-assessment - You’ll learn how mature your use of technology is and more importantly what steps you can take to reduce risk, create operational excellence, and leverage digital thinking to increase your impact and sustainability. 8 hours of consulting time to deep dive into your self-assessment and work with you to kickstart your journey About the Facilitator: Ian Patterson | Director and IT Strategist Ian believes purpose driven organisations have the capability to solve our global challenges and create significant positive impact, sustainably and profitably. Ian is the founder of Human IT, a technology services organisation dedicated to helping purpose driven organisations thrive and has over 17 years’ experience providing technology consulting services. Ian is the creator of the Align IT framework, designed to help purpose driven organisations leverage technology to create greater sustainability and social impact, and has worked with numerous transformation teams providing capability across technology governance and strategy, leadership, team building and design thinking.

Recorded some time ago.

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