Dashboards

• Work with us to create at-a-glance reports that highlight your organizations performance in key areas along with comparing your results to other similar organizations or longitudinally to yourself.
• Monitor activities that are associated with your desired outcomes including
• Membership (growth/decline, attrition trends, participation)
• Financial stability (fundraising by category, operating surplus/deficit, endowment)
• Perceived quality of programming (constituent satisfaction or community perceptions)
• Understand which activities are directly related to improving those desired outcomes and build plans to address areas of weakness

Strategic Financial Modeling Tools

The Strategic Financial Modeling Tool enables organizations to get into a “flight simulator” to test the financial consequences of various inputs, strategies, and financial decisions played out over 5 years. Since finance drive changes in strategy, this tool enables organizations to dynamically generate various scenarios of their future finances under various strategies. In the simulator, organizations can perform if-then planning in real-time by simultaneously “pulling” on various levers and “pushing” various buttons. The tool allows leaders to address trade offs such as tuitions fees, enrollment, financial aid awards, expenditures and fundraising. Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources the organization can raise and spend.

• Financial modeling will help your organization address the strategic challenges and trade-offs of market position, membership, value proposition, expenditures, tuition, financial aid, fundraising, and savings.
• Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources their organization is to raise and spend.
• Using our tools to model the scenarios you’ve been contemplating and to understand the strategic and financial sustainability of those options will help to inform your board and leaderships conversations with data and not anecdote or conjecture.

Stakeholder surveys

• As an organization, it is important to understand the perceptions of your constituents in a quantified way.
• Oftentimes, non profits make decisions with very little data, using anecdotal observation, emotion, and influencers.
• We generate observations and recommendations by directly soliciting stakeholder feedback to the status quo, determining causations and correlations, and teaching leadership to absorb the data and its strategic implications.
• We develop a customized report that details our analysis and findings for your organization, along with comparisons to your chosen peer group. We work with you to understand the data and outline a actionable set of steps to use the information to improve your organization

Tracking tools (CRM, Information Systems)

The CRM system is an online tool that helps organizations manage the new membership or enrollment process using a simple web interface. The tool enables timely progression of prospects through the admission process and the ability to create custom reports and historical comparisons. You can view, sort, print or edit your prospect list at any time. Measuring Success’ CRM tool allows your organization to immediately come up to speed on best practices relating to membership.

• Identify and plan events that will have the greatest impact on donor giving.
• Develop event objectives, define key outcomes and set measures that indicate whether the desired outcomes were achieved.
• The tool enables timely progression of prospects through the your entire process with the ability to create custom reports and historical comparisons. You can view, sort, print or edit your prospect list at any time.
• Our CRM tool allows your organization to immediately come up to speed on best practices relating to membership.

Custom work

• Measuring Success specializes in working with large fundraising organizations to develop measurement systems that enable non-profit managers and boards to make decisions by using data instead of pure anecdote and emotion.
• We design our projects to utilize data to explore new economic models and work with your organization to understand your individual situations and needs. By understanding your unique circumstances and combining that knowledge with field benchmarks and independent data, we can tailor our reports and recommendations to your exact specifications.