Deliver More Impact with Data Informed Decisions Lori Freeman

Director of Product Marketing

Salesforce Foundation

Tucker Maclean

VP Sales and Marketing

Exponent Partners

Steve Heye

Manager of Technology

The Cara Program

Christina Houlahan

Chief Operation Officer

Springboard Collaborative

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#1 in Enterprise Cloud Computing & CRM

#1

#1

Enterprise Cloud Computing Market

Share

World’s Most Innovative Company 2011, 2012,

2013, 2014

#1 Salesforce: World’s

Most #1 CRM

Market Leader: Enterprise, MidMarket,

SMB & Salesforce Automation

#1

1-1-1 Model adopted by:

sharethemodel.org

1% 1% 1% Time Equity Product

$73M+ Grants

743K+ Volunteer Hours

23K+ Nonprofits & Higher Eds

Celebrating 15 Years of Giving Back

Proven Success Across the Nonprofit Sector

Improved Ability to Achieve Mission

Improved Overall Efficiency

%84

86 %

The Cloud is the Fastest Path to Success

Enterprise Cloud Computing

Fast Innovative Open Easy Trusted

No Hardware

No Software

Faster ROI

Flexible

Automatic Upgrades

Continuous Improvement

Any Device

API First

Data Portability

Secure

Transparent

Performance at Scale

Subscription Model

Real-time Customizations

AppExchange

Nonprofits face tough realities

Greater Accountability “You can achieve amazing progress if you set a clear goal and find a measure that will drive progress toward that goal. This may seem pretty basic, but it is amazing to me how often it is not done and how hard it is to get right.” Bill & Melinda Gates Foundation Annual Letter, 2013

The Overhead Myth “The percent of charity expenses that go to administrative and fundraising costs—commonly referred to as “overhead”—is a poor measure of a charity’s performance. We ask you to pay attention to other factors of nonprofit performance: transparency, governance, leadership, and results” Charity Navigator, Guidestar & Better Business Bureau, 2013

Legacy Systems Don’t Deliver

•  Fragmented systems create silos

•  Expensive and difficult to use

•  Lack mobile and social

Marketing Communications

Fundraising

•  Multi-Channel Marketing •  Email Marketing •  Marketing Automation •  Social Engagement

•  Donor Management •  Events Management •  Volunteer Management •  Grants Management

Community Engagement

•  Social Intranet •  Member Community •  Affiliate/Chapter

Community •  Partner Community

Program Management

•  Case Management •  Call Centers/Hotlines •  Advocacy/Policy

Tracking •  Grant Portfolios

Marketing Communications

Fundraising

Program Management

Community Engagement

A System Built Around Your Constituents:

ü  No More Silo’s: 360° View of all Constituent Interactions

ü  It’s Open: You can integrate anything

ü  It’s Mobile: You can access from any device

Be a Connected Nonprofit with

www.springboardcollaborative.org t: @springboardNTL

What’s the problem? K-8 summer loss accounts for ⅔ of high school achievement gap

3

17%

Why does it happen? Low-income students lack access to learning at home and school

4

The problem The solution

Springboard Collaborative Closing the literacy gap so children can access life opportunities

5

Train & equip family members to be effective reading coaches for their children at home

Coach teachers in data-driven instruction to lead preK-3 students toward reading growth goals

Award educational resources —from books to tablets— to families in proportion to student reading gains

A

B

C

Mission

to close the reading achievement gap by 4th grade so that our scholars have the requisite skills to access life

opportunities

9

Growth at a glance Annually doubling in size and consistently delivering outcomes

8 SCHOOLS &

Summer reading gains 2014 sets record: 3-month loss replaced with 3.4-month gain

11

Aggregate impact We aim to close the reading achievement gap by 4th grade

16

System Requirements Lean structure that expands rapidly each summer

29

Teachers (8)

Parents (120+)

Students (120)

Site Manager (1)

Ops Lead (1)

Cluster Manager Cluster Manager

CEO CPO COO

Cluster Manager Cluster Manager

•  Executive Staff •  Cluster Managers •  Not non-profit starter pack Salesforce

•  Teachers •  Operations Leads •  Site Managers •  (Skuid/Drawloop)

Portals

•  Lesson Plans •  Content/Library •  Enrollment •  Session/Class/Wkshp

Objects

Springboard Salesforce Implementation  Building a school-in-a-box

Deliver more impact with Data Informed Decisions

Steve Heye Manager of Technology

The Cara Program

The Cara Program

The Cara Program prepares and inspires motivated individuals to break the cycle of poverty and homelessness, transform their lives, strengthen our communities, and forge paths to real and

lasting success.""

Hello, My Name is"Steve Heye"

Manager of Technology"@steveheye"

"

Our use of Salesforce •  NPSP for Development with Click &

Pledge (with Kell Partners) •  Exponent Case Management for

Student Management (with Exponent Partners)

Metrics Driven

Data Repository

•  Transactional •  Heavy Data Entry

Workflow Management

•  Enforces business process •  Informs users of needed actions •  Data driven process

Data History

•  Point in time reporting •  Staff react to history

Forecasting

•  Identify Trends •  Create Triggers based on goals

\thresholds

Manual Know How

•  Relies on staff to know next steps

System Triggers

•  System knows business process and timelines, prompts staff with specific tasks to complete

Data Verification Needed

•  Distrust of data requires manual duplication and verification

Data Automation and Integration

•  Instant reporting, forecasting and triggers identify data inconsistencies and prompt for action

Complex Query Reporting

•  Data hard to locate, retrieve and understand

Visual Data

•  Data present everywhere including visuals

•  Focus on data interpretation

System Goals

Our Model relies on several teams working together and may overlap

We wanted data and activity in the system to drive this teamwork.

" Communication and Decision Making " Business Process " Power Users

Expectations Direction Involvement

 Be Realistic  Set Goals  Identify Risks

But the key is – Perception is Reality

 Give it a Name  Paint a Picture  Report Progress

•  Good and Bad

But the key is – Plans Change, Focus Doesn’t

 Before it starts  Leadership  All levels

But the key is – Make It Meaningful

Focus on Organizational Change

Communication and Decision Making Business Process Power Users

 Early notification  Regular information  RACI Decision Model (or RAPID)

NOTE: Accountability and Authority are the keys.

 Documentation  Know business  Get SMEs to own it

NOTE: You are in control

 Front line staff  On the job trainers  First your line of support

NOTE: Choose your Power Users Wisely.

Tactics

Measuring Results with Salesforce

Why Program Management on Salesforce?

Mission

Results

Getting Started with Program Management

1

2

3

Learn

Build

Adopt

Learn: Identify the Data

What data indicates if you are achieving your

mission?

How do you measure your results over time?

ü  Test Scores

ü  Income

ü  Months in a Job

ü  School Days Attended

May September

December

Build: Implement the Systems

Integrate and Consolidate

Iterate Over Time

Consider all Constituents

Adopt: Get Staff Up and Running Effectively

Who Needs to Be

Trained? What do they need to be trained on?

Who will administer the system?

Creating a data-driven culture

How do you best communicate all

changes?

Adoption Plan

Education Philanthropy

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Exponent Partners

Provide the best possible software products, services, and knowledge for social change organizations to achieve measurable, demonstrated results.

Human Services

Thank you