Reporting and Stewardship

Reporting and Stewardship

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

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About this course

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

Learning Objectives:

  • Connect marketing, revenue, and impact data to create meaningful reports that resonate with diverse audiences
  • Develop strategies to establish comprehensive impact reports that align with your organizational values
  • Engage board members, staff, and community champions with the task of distributing impact reports for greater reach
  • Develop transparent processes that produce accurate and relevant reports
  • Analyze the effectiveness of different approaches for enhancing donor stewardship and improving fundraising strategies
  • Transform impact data into personalized generosity experiences

Curriculum

  • Course Overview
  • Welcome
  • Pre Module Survey
  • Course Introduction
  • Digital Workbook
  • 1. Establishing Reporting Framework
  • 1-1: Introduction to Reporting and Stewardship
  • 1-2: Create Reporting Goals and Objectives
  • 1-3: Exercise - Your Current Reporting
  • 2. Crafting Compelling Reports
  • 2-1: How to Create an Impact Report
  • 2-2: Reflection: Your Impact Report
  • 3. Engaging Key Participants in Report Distribution
  • 3-1: Engaging Key Participants in Report Distribution
  • 3-2: Reflection: Engaging Your Key Participants
  • 4. Establishing Effective Reporting Processes
  • 4-1: Building Reporting Processes
  • 4-2: Reflection: Your Reporting Processes
  • 5. The Power of Experimentation for Donor Stewardship
  • 5-1: Donor Stewardship Experimentation
  • 5-2: Exercise: Transforming Impact Data into a Generosity Experience
  • Course Conclusion
  • Let's Review
  • Course Survey
  • Resources
  • Goodbye!

About this course

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

Learning Objectives:

  • Connect marketing, revenue, and impact data to create meaningful reports that resonate with diverse audiences
  • Develop strategies to establish comprehensive impact reports that align with your organizational values
  • Engage board members, staff, and community champions with the task of distributing impact reports for greater reach
  • Develop transparent processes that produce accurate and relevant reports
  • Analyze the effectiveness of different approaches for enhancing donor stewardship and improving fundraising strategies
  • Transform impact data into personalized generosity experiences

Curriculum

  • Course Overview
  • Welcome
  • Pre Module Survey
  • Course Introduction
  • Digital Workbook
  • 1. Establishing Reporting Framework
  • 1-1: Introduction to Reporting and Stewardship
  • 1-2: Create Reporting Goals and Objectives
  • 1-3: Exercise - Your Current Reporting
  • 2. Crafting Compelling Reports
  • 2-1: How to Create an Impact Report
  • 2-2: Reflection: Your Impact Report
  • 3. Engaging Key Participants in Report Distribution
  • 3-1: Engaging Key Participants in Report Distribution
  • 3-2: Reflection: Engaging Your Key Participants
  • 4. Establishing Effective Reporting Processes
  • 4-1: Building Reporting Processes
  • 4-2: Reflection: Your Reporting Processes
  • 5. The Power of Experimentation for Donor Stewardship
  • 5-1: Donor Stewardship Experimentation
  • 5-2: Exercise: Transforming Impact Data into a Generosity Experience
  • Course Conclusion
  • Let's Review
  • Course Survey
  • Resources
  • Goodbye!