Welcome Nigel Magson Chair INSIGHT Special Interest Group Nigel Magson Chair INSIGHT Special Interest Group Nigel Magson Chair INSIGHT Special Interest.

Welcome

Nigel MagsonChair INSIGHT Special Interest GroupNigel MagsonChair INSIGHT Special Interest Group

Nigel Magson

Chair INSIGHT Special Interest Group

Housekeeping

Questions & Hypotheses

INSIGHT SIG 2010 Activity Summary

Training Courses

Julie PittStuart McCoy

Job Boards

www.Insightsig.org

SIG Committee

• Nigel Magson Chair

• Steven Dodds Vice Chair

• Anne Carter/Richard Portchmouth Treasurer

• Kirsty Neale Membership

• Bertie Bosredon Digital Champion

• Julian Young/Ruth Smyth Classic Champion

• Paul Seabrook/David Cole Research Champion

• Stuart McCoy Training Champion

• Rajbinder Khera Venues

• Bob Francis Communications

• Stephen Newberry/L Beale Website

• Janet Snedden PR

www.insightsig.org

Building Community – Join our Linkedin Forum

Forthcoming Training Courses

• Wednesday 9th Feb– Attrition for beginners – 2 half day sessions

• Wednesday 23rd Feb– Am Excel for Beginners– Pm Excel Pivots

– Please contact Julie Pitt

SIG Website – Insight Survey

Member feedback

Nigel MagsonChair INSIGHT Special Interest GroupNigel MagsonChair INSIGHT Special Interest Group

Paul Seabrook

Research Champion INSIGHT Special Interest Group

Member survey carried out in September by fast.MAP• 52 members responded

to the survey• Designed to help with

resource planning and comparing against your organisation

• Useful with business case justification

• Full copy of results available

The Year Ahead

7%

59%

24%

10%

12%

41%

47%

0%

0% 10% 20% 30% 40% 50% 60% 70%

Very pessimistic – it’sgoing to be another

difficult year

Mildly pessimistic –there are morechallenges thanopportunities

Mildly optimistic –the worst is behind us

Very optimistic – I’mpredicting significant

growth

Optimism: 47%

34%2009 (light bars)2010 (solid bars)

Less optimism than last year as we approach 2011

Using insight

28%

55%

17%

38%

46%

16%

0% 10% 20% 30% 40% 50% 60% 70%

Insight is extensivelyused by my charity – it’s

at the heart of mostpieces of fundraising

activity

Insight is sometimesused but other priorities

often predominate

Insight is rarely used

2010 2009

Less likely to say that insight is extensively used than last year

What are the major challenges in 2011?

Being quickly responsive to

changes in this economic climate;

limited budget

funding, demonstratin

g impact

increasing individual support from existing

supporter base, customer retention,

recruitment (same as always)

Integrating on & offline insight to

derive meaningful business decisions

Recruiting new donors and integrating marketing channels.

Smaller charities finding the resources (time, staff, money) to use insight to

influence their campaigns

How can the IOF help?

Being quickly responsive to

changes in this economic climate;

limited budget

Carry on same as in

2010

Hold three half day seminars with charity case studies

Make benchmarks

easier to provide/acces

s

By providing forums where charities can

share knowledge & best practise

Events - case studies of sucess stories which attendees can then repeat in their own

charity.

more sessions at

convention /conferences

Where does it tend to sit?

Fundraising61%

Business Support

8%

Charity Wide4%

Development4%

Database Admin

4%

Direct Marketing

8%

Marketing11%

Most analysis functions are within Fundraising

What does it provide?

Over three quarters of analysis functions are providing…

10%

31%

52%

52%

59%

66%

66%

69%

72%

76%

79%

86%

86%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Other, please specify

Survey Design andAnalysis

Predictive Modelling

Geo-demographicAnalysis

SpreadsheetModelling/Scenario

CampaignDesign/Testing/Targeting

Profiling

Forecasting

Campaign Selecting

Reporting

Adhoc analysis/insightprojects

Campaign Analysis

Segmentation

Software used for campaign selections / marketing analytics

SQL is the most common package followed by The Raiser’s Edge

0%

0%

0%

3%

7%

10%

17%

28%

31%

38%

41%

52%

0% 10% 20% 30% 40% 50% 60%

SmartFocus

Unica

Visual ALMS

SAP/Business Objects

SAS

Alterian

FastStats Discoverer

SPSS

Microsoft Access

Other, please specify

The Raiser s̀ Edge

SQL

Use of statistical packages

0%

0%

3%

3%

3%

10%

24%

62%

0% 10% 20% 30% 40% 50% 60% 70%

SAS Enterprise Miner

Minitab

SAS Base

SAS Enterprise Guide

Other, please specify

IBM SPSS Modeller

IBM SPSS Statistics

Do not use any

Most don’t use any specific packages; SPSS is the most common of those that do

What’s used for reporting?

0%

0%

3%

7%

14%

14%

21%

24%

31%

41%

79%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

SmartFocus

Do not use any

SAP/Business Objects

Alterian

FastStats Excelsior

MS Analysis Services

Microsoft Access

MS Reporting Services

Other, please specify

The Raiser s̀ Edge

Microsoft Excel

Excel is the main tool used for reporting

Appending geo-demographic to supporter data

0%

0%

7%

10%

28%

28%

34%

0% 5% 10% 15% 20% 25% 30% 35% 40%

Personicx

Sonar

Other, please specify

Cameo

Acorn

Mosaic

Do not use any

Two-thirds use geo-dem overlays; Mosaic and Acorn are the most popular

Use of survey design software

Three-quarters not using any specific tools. Those that do use Snap Surveys

0%

0%

10%

17%

72%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

IBM SPSS Data Collection

Confirmit

Snap Surveys

Other, please specify

Do not use any

Today’s Agenda

Agenda – Morning to coffee

Stream A - Auditorium

• W1 9.30-10.10

Forecasting & Scenario Planning

• W2 10.10-10.50

Classic

Stream B - Seminar Room

• W1 10.10-10.50

Classic

• W2 9.30-10.10

Forecasting & Scenario Planning

Agenda – Morning to lunch

Stream B - Auditorium• W3 11.15-11.55

Data Enhancement

• W4 11.55-12.35Creative pre-testing & Qual Research

Stream A - Seminar Room

• W3 11.15-11.55

Creative pre-testing & Qual Research

• W4 11.55-12.35

Data Enhancement

Agenda – Afternoon to Tea

Stream A - Auditorium

• W5 14.00-14.40

Web Analysis & Online integration

• W6 14.40-15.25

Social Media Tools

Stream B - Seminar Room• W5 14.00-14.40

Social Media Tools

• W6 14.40-15.25 Web Analysis & Online integration

Agenda – Afternoon to Wine

Stream B - Auditorium• W7 15.40-16.15

Tools for the analyst

• W8 16.15 -16.50Recruiting for analysts (core competencies assessments)

Stream A - Seminar Room• W7 15.40-16.15

Recruiting for analysts (core competencies assessments)

• W8 16.15 -16.50 Tools for the analyst

WINE !! In the Seminar Room.