The document discusses using data to make decisions in organizations. It provides tips for choosing a format for data, ensuring proper access to data, and establishing regular communication about the data. Key steps include starting small with data projects instead of making large investments, understanding potential pitfalls like relying too heavily on existing data, and being aware that fears about data are normal and must be addressed. Aligning metrics to goals and learning from others' experiences can help organizations effectively leverage their internal data.

1. Data Utilization – How to
share & leverage your data
Chapter Dashboards – Part 3:

2. What’s Measured
is Real
 Aligning your organization
 Engage to create
 Setting KPIs
Part 1
Series Overview
Gather, Rather
Than Hunt For
Your Data
 How to find the data
Data Utilization
How to Share &
Leverage Data
 Putting your data to use
 Keeping cadence
Part 2 Part 3
https://www.youtube.com/
watch?v=2_KGW-_6sos
https://www.youtube.com/wa
tch?v=1UQKPiEh1A4

3. Today’s Learning Objectives
Process
Understanding and reflecting on how
data is shared in your organization
Next Steps
How data is used to make
decisions in your organization
Tools
What data do you already have that
would be valuable to yourself or other
decision makers?

4. Kyle Bazzy
Director of Growth
Proud Detroiter
Billhighway
Technology that solves real problems
exclusively for component-based
organizations
Founded in 1999
Why Are We Qualified?

5. https://www.linkedin.com/pulse/five-reasons-why-you-should-
use-data-make-better-frederic-kalinke
Why Should You Use Data?
01 Data is truth
02 Data improves things
03 Data predicts the future
04 Data breeds innovation
05 Data is your competitive edge

6. When done right, the chapter experience can be one of the
biggest drivers of member retention. ARMA members named
their chapter engagement as their top benefit on member-
satisfaction surveys, [Trevor] Mitchell said. “If we’re investing in
them, it increases our national retention rate and growth rate.”
“75% of business leaders in North America and
Europe believe they are fully taking advantage of
data, only about 4% of them are actually doing so.”
Global Study from PricewaterhouseCoopers (PwC) and Iron Mountain
http://associationsnow.com/2015/11/study-data-intelligence-challenges-business-leaders/
75% 4%Vs.

7. Process
#1
Access
Who has access to the data?
#2
Communication
Create a cadence
#3
Format
Decide what is most effective
RINSE AND REPEAT

8.  Choosing format that is
right for your team
 K.I.S.S
 Is it easy to update?
 Choosing tools
#1. Format

9. Paralysis
by Analysis
Over-analyzing (or over-thinking) a situation
so that a decision or action is never taken

10.  Is it visible?
 Can you tell if people are
viewing it?
 What are you doing to ensure
people see it?
 How often is it updated?
 Can they access it easily?
Anytime they want?
 If in office, is it written on the wall?
#2. Access

11.  Cadence. Cadence. Cadence.
 Traction Level 10 Meetings (example)
 Consistency > Quality
 Less is often better
#3. Communication

12. Decision Making
Think Know Prove
Need data to make know You have results to back up
the data – what data do you
need to prove this out?
Proved it, so ask for
more budget

13. Think Know Prove
Integrating members’
membership expiration
date into email newsletters
with a link to renew will
increase renewals
That link is the number-
one most clicked link on
any emails that we send
at any time
Need conversation
number from link to
membership renewals
Example: Decision Making

14.  The majority of Association of Widget Professionals (AWP)
membership drops off after 3 years.
 Data shows that if they keep the member for 4 years, then they’re
there for then life.
 Most might think: “We need to send more renewal notices to third-
year members.”
 But you need to dig deeper and review patterns
http://getmespark.com/wp-content/uploads/EvidenceBasedDecisionMaking.pdf
TIP: Start Small

15. At BH we have an idea to build a community for CRPs
Example: Start Small
01 We surveyed CRPs
02 Instead of making a big bet, we are going to make a series of small ones
 Going with LinkedIn Group instead of buying community software
03 When we learn from the small bets, we will make decision on big bet
 If we find the community is solving problems for CRPs then we will
invest into software, better tools, etc. (based on feedback)

16.  Have you witnessed a change in behavior?
 Have you asked chapter leaders what will
incentivize them?
 What has worked/hasn’t worked in the past?
Influencing
Behavior

17. http://www.moaa.org/Content/Chapters-and-Councils/Chapters-and-Councils.aspx
Influencing Behavior

18.  Fear of not knowing how to do it “right”
 Fear of finding out things that contradict
conventional wisdom
 Fear of having to do things differently as a result
of what the business intelligence is telling them
http://effectivedatabase.com/resources/why-associations-struggle-with-business-intelligence-2/
TIP: Fear is Normal

20. Release dashboard
80% of chapters didn’t file taxes on-time
Mediocrity becomes status quo
TIP: Understand Pitfalls
Summary: Relying too heavily on existing data, might not lead to end goals

22. Lessons Learned
01
Know what your goals are02
Find out what others are
doing & replicate
03
Create a plan to share data
Be aware of pitfalls04

23. If you could have any tool or
template to help you with a
current project, what would
it be?
Question

24.  Chapter Dashboards
 Chapter ROI
 Volunteers
 Chapter/National Collaboration
 Or something completely different – your choice!
Date:
Tuesday,
November 22nd
Time:
12:00-12:45 PM
E.S.T.
CRP Talk
What will we talk about? Anything you want!

25. Knowledge
Bank
http://www.billhighway.co/knowledge-
bank/association/

26. Q&A – Ask Away!