Autumn 2017 Training Schedule Announced

AUTUMN 2017 COURSES
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We are delighted to announce the Autumn Insight in Fundraising Training Schedule. The starting point for anyone who wants an overview of how Insight can be used in fundraising is our new
Insight in Fundraising Essentials’, a one-day course that covers everything from segmentation through to digital analytics, and will help you learn how your charity can get more value from Insight. We then offer a range of more specialist and hands-on courses covering intermediary and advanced Excel skills, Campaign Analysis and Testing and Communicating Insight.

To find course details, dates & how to book see below our Autumn course programme. New dates are added all the time so please do keep an eye on the website, sign up for our email alerts or email insight.sig@gmail.com if you have any questions.


Communicating Insight AKA Truth well told 

Date: 12th October 2017
Location
: Central London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250

Trainers: Steven Dodds
Bookings: CLICK HERE

What is it all about?
How emotion, logic and story-telling techniques can help messages be understood, retained and acted-on

What are the benefits of attending the course?

  • Make sure you maximise the benefits of your analysis and research by making findings relevant to your audience
  • Minimise the ambiguity of insight to increase business confidence in the conclusions
  • Learn the mechanics of visual, verbal and written communication methods and how to apply this to your Insight communications

Who is it for?

  • Anyone in an Insight production role who would like to develop their communication skills
  • Aspiring or new members of an Insight, Analysis or Research team in a charity 
  • Anyone who needs to communicate analysis or research findings and would like to learn more about the mechanics of visual, verbal and written communication.

Steven Dodds is an experienced marketer, fundraiser and insight professional. He has over 20 years experience using research and analysis to influence organisational development and is a passionate believer in the power of insight. Steven founded the Harvest Strategy Partnership in 2012 and has been delivering Insight training for the past 4 years.


Campaign Analysis, Testing & Targeting

Date: 14th & 29th September 2017
Location: 
Central London
Cost:  IoF Individual Member £175, Charity Individual £195, Commercial £250

Trainer: Stuart McCoy
Bookings: Please contact Stuart on stuartdmi@ymail.com

A comprehensive one-day course aimed at both direct marketers and insight analysts.   

Topics covered: Essential fundraising KPIs, conducting fair marketing tests, channel testing case studies, the dangers of using average gift and ROI as KPIs, identifying outliers, significance testing, t-tests, confidence levels, building and interpreting supporter profiles, indices and z-scores, creative applications of geo-demographic overlays (ACORN, Mosaic), data enhancements, measuring supporter engagement and “Who is your 10 year donor?”

This is a practical course and you will need to bring your own laptop with Excel 2007 or a more recent version of Excel installed.  Sample data and all course material will be provided on the day by the course trainer.

 “I thought it was very relevant for the audience I would encourage direct marketing officers as well as analysts to attend”

“Stuart gives explanations on technical statistical terms in plain English and is very approachable with questions.”


Pinpointing Pledgers’: Making the Most of your Legacy Data

Date: Tuesday 24th October 2017
Location: Central London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250

Trainer: Dr Claire Routley & Stuart McCoy
Bookings: Please contact Stuart on stuartdmi@ymail.com

What are the very best legacy fundraising teams doing to make their data work harder to bring in key insight and significant gains to the business?  Successful legacy marketing is about getting a large variety of elements right and there are many things that you can do with your data, from adopting optimum targeting strategies to gaining vital insight about your supporters and prospects. Utilising your data in smart ways can dramatically affect your top line legacy income.

In this one-day course Claire and Stuart will cover the essential, and some of the more innovative, data strategies which they hope will revolutionise your legacy marketing programme.

This a comprehensive course covering a wide variety of topics, including: primary drivers of legacy response, propensity models, essential legacy reporting, income forecasting, fundraising statistics, conducting fair marketing tests, supporter profiling, data capture, data enhancements and measuring supporter engagement.

This is a practical course and you will need to bring your own laptop with Excel 2007 installed.  All course material will be provided on the day by the course trainers.

“A thoroughly excellent course that will be of great use to me in the immediate future.”

“I think speaking as a Legacy fundraiser, it was the very practical tips on how to do analysis that was the most useful.”

Dr. Claire Routley, Legacy Fundraising Consultant
Claire has worked in fundraising for over 10 years for charities including Age UK, Bible Society, WRVS and a local hospice. For the last 7 years, she has specialised in legacy fundraising, both in her day job and through academic study. She completed her PhD thesis, Leaving a Charitable Legacy: Social Influence, the Self and Symbolic Immortality, in 2011, and is now an independent legacy fundraising consultant.

Stuart McCoy, Data Strategy Consultant, DM Insight
After seven enjoyable years as Age UK’s dedicated insight analyst Stuart set up DM Insight, a data strategy and analysis service specialising in the charity data and not-for-profit sectors.  Since launching in 2008 he has delivered data insight and fundraising strategy projects for over 30 NfPs including Oxfam, British Red Cross, Tate, Barbican, British Heart Foundation, Samaritans, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid.  Fundraising, database and analysis professionals from over 90 different charities and fundraising agencies have attended his training courses.


Microsoft Excel for Data Analysis and Reporting (Intermediate Level)
Date: Thursday 5th October 2017
Location: St John Ambulance, 27 St John’s Lane, Clerkenwell, London EC1M 4BU
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Trainer: Victoria Barham

Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. Using data relevant to Charity Marketing, you will leave with actionable learnings that you can implement to save time and to make your Excel spreadsheets more flexible and visual.

This is a practical course suitable for those who are familiar with basic Excel functionality but keen to learn more to enhance their work, for example Junior Analysts, Campaign Managers and Database Administrators.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE
Essential Functions and Formulas
There are functions and formulas that are essential when analysing and summarising data in Excel. Using hands on experience of working with charity data for over 9 years, Victoria will cover the functions and formulas that are essential when analysing and summarising data in Excel.  These will include using named ranges, sorting, filtering, functions for text manipulation, working with date variables, logical functions such as IF / AND / OR / SUMIF / COUNTIF, and LOOKUP functions.

Excel Charting
Visualising your data in chart form can be a useful way to identify trends and engage your audience. In this session you will learn how to create attractive and relevant charts.

An Introduction to PivotTables
PivotTables are a powerful feature within Excel that allow the user to summarise large datasets with ease. In this session Victoria will introduce you to PivotTables, showing you how to summarise, present and explore complex data with them.


Microsoft Excel for Data Analysis and Reporting (Advanced)

Date: Tuesday 17th October 2017

Location: St John Ambulance, 27 St John’s Lane, Clerkenwell, London EC1M 4BU
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Trainer: Victoria Barham

Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to advanced Excel functionality using demographic and behavioral Donor data to build an interactive Donor Report. You will leave with actionable learnings that you can implement to save time and to make your Excel spreadsheets more flexible and visual.

This is a practical course suitable for those who are considered ‘intermediate’ users of Excel and should already be familiar with named ranges, sorting, filtering, functions for text manipulation, logical functions such as IF / AND / OR / SUMIF / COUNTIF, LOOKUP functions and also a basic understanding of PivotTables.

Attendees will need to bring their own laptop with Excel (preferably Windows, with Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE
Advanced PivotTables
Using PivotTables in your reports can be an easy way to making your reports easily updateable and interactive. In this session Victoria will cover referencing PivotTable data using GETPIVOTDATA formulas and making them ultra-efficient using Range Names and cell References, and how to use Filters and Slicers to create interactive reports.

Advanced Formulas and Data Validation
In this session more complex formulas such as Percentile and also Array formulas are investigated to demonstrate how they can enhance your spreadsheets.

The Data Validation tool in Excel can be used to make sure that Users enter certain values into a cell, in this session you will be shown how to use it to create interactive campaign reports that automatically update when a cell value is changed.

Worksheet Controls
You can add Controls to your worksheet without the need for any programming. In this session you will learn how to add controls such as drop down boxes and check boxes to your reports, and how to edit their properties and use them in conjunction with cell formulas to make your reports ultra-efficient and work extra hard.


Introduction to Visual Basic for Applications within Excel

Date: Thursday 2nd November 2017
Location: St John Ambulance, 27 St John’s Lane, Clerkenwell, London EC1M 4BU
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham

OVERVIEW
In this one day course Victoria will introduce you to programming with Visual Basic for Applications (VBA) within Excel to enable you to automate repetitive tasks and enhance your reporting. In the session you will be using demographic and behavioral Donor data to build an interactive Donor Report with drop down lists and selection box controls.

This is a practical course suitable for those who are considered advanced users of Excel but are looking to further advance their use of Excel through VBA, no previous programming experience is necessary.

Attendees will need to bring their own laptop with Excel (preferably Windows, Excel 2010 or later) installed.  Sample data and all course material will be provided on the day by the course trainer.

COURSE OUTLINE
Introducing Visual Basic for Applications
Beginning with an introduction to the Visual Basic Editor, you will learn how to record a macro to perform repetitive tasks. Victoria will then introduce you to some programming principles to enable you to begin to edit and write your own VBA so that your macros can be even more powerful.

Automating Repetitive Tasks
Using practical examples, you will learn how to use VBA to automate repetitive tasks by editing your recorded code, declaring variables and controlling your code execution using For-Each-Next Loops and If-Then Constructs. This session will include tips on how to add frequently used Macros to your Personal Macro Workbook and how to add them to your toolbars so that they can be used across multiple workbooks.

Controlling your reports with Visual Basic
Adding controls such as Buttons and Dropdown boxes to your reports can make your reports ultra-efficient and work extra hard. In this session, you will learn how to use VBA with these controls to determine what happens when buttons are clicked and values changed resulting in an impressive Donor report tool to answer many management questions.

Creating Function Procedures
Excel 2010 includes more than 400 predefined worksheet functions, in this session Victoria will demonstrate how you can write your own custom functions using VBA.

Victoria Barham                                                                                                                      

Victoria has enjoyed over 15 years working within analytical roles, across multiple sectors. More recently Victoria has been providing freelance analytical support within the charity sector, with projects including data preparation and exploration, RFV analysis, Life Time Value Analysis, Income Forecasting models, FastStats Excelsior Reporting and Predictive Modelling. Victoria is also an accredited trainer in FastStats Discoverer and Excelsior.

“Victoria is highly knowledgeable in her field and very capable of relaying this knowledge to her audience allowing those participating in her training sessions to get the most of the time. Victoria is personable and great to work with and soon understood the needs of the group, which made for an engaging session.”


Insight in Fundraising Essentials

Date:  Tuesday 31st October 2017
Location:  
RNLI, 124-126 Webber Street, London SE1 0QL
Trainers: 
Ruth Smyth & Jon Kelly
Cost:  IoF Individual Member £175, Charity Individual £195, Commercial £250
Bookings: 
CLICK HERE to book

What is it all about?

The brand new Insight in Fundraising Essentials course is a one-day course which gives a comprehensive overview of the ways you can use Insight as a fundraiser

What are the benefits of attending the course?

  • Understand what Insight is and how it can benefit your organisation
  • Get an overview of all the key tools and techniques used to understand your audiences, products and the impact of your communications
  • Identify ways in which your charity can develop its use of Insight

Who is it for? 

  • Anyone in a fundraising role who uses Insight or would like to use it more
  • Aspiring or new members of an Insight team in a charity
  • Insight professionals who would like to get a comprehensive overview of the topic or want to refresh their knowledge

What are people saying about it?

“The content and structure was really strong and I found it all incredibly useful” Lorna Barton-Nicol, Database Officer, MS Society

“It was a really interesting course that increased my knowledge of the process and got me more excited about the potential of Insight” Katy Payne, Head of Events, Parkinson’s UK

Ruth Smyth is Strategy and Planning Director at BoldLight, an agency specialising in digital and fundraising communications with charity clients including Alzheimer’s Research, WWF, The RSPB, WWT and Kidney Research UK. Ruth’s passion is using research and data to understand audiences and apply this to make the experience of supporting a charity as good as it can possibly be. With experience in audience segmentation and planning, qualitative research, digital and data analysis she uses a range of tools and techniques to do this.

Jon Kelly is the Strategic Analysis Director at Wood for Trees and leads solution engineering, modelling and tool-building. His focus is on developing creative and innovative ways of delivering new analytical insights for clients, with an emphasis on making it easy to identify and access the right data. Jon’s recent work has been largely around the not-for-profit sector, helping organisations to improve the use of their marketing data. Projects have included forecasting models, behavioural prediction models, reporting suites and dashboards – all overlaid with key strategic insights.


We will also be offering an ‘R’ course on 21st November – details to follow.