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.
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.
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.
"This data and process have served as catalysts for us to finally step on the gas pedal in an area that we all know is important. To share a few of our recent efforts: We had our first 10 year reunion, we're beginning to develop a professional network and social media strategy for alumni, and we have invited alumni to speak to our graduating seniors about the importance of giving back and staying part of the school community.
These strategies have been developed as a result of our first alumni survey and in partnership with Measuring Success. Thank you!"
If your organization provides programs or services to individuals, groups or even other nonprofits, you have probably put some serious thought into surveying your constituents. At Measuring Success, we have run hundreds of surveys with diverse organizations across North America. We know what it takes to get high survey response rates, and now we want to share that knowledge with you!