Events

November Conference Presentations now ready to download…

Modern_Insight_LogotypeFollowing the great success of last week’s IOF Insight SIG conference, Modern Insight; same, same but different – the presentations are now ready to download!

You can also download this handy who’s who document for info about all the speakers who presented!

 

Reinvigorating Cash Giving: how Sightsavers Doubled Cash Income. Andrew Lockett – Wood for Trees & Becki Jupp – Sightsavers

Hear how Sightsavers increased their cash donation income over the last 3 years through the cumulative effect of many small improvements – the synergy between data, analysis insights, creative, vision & team structure.

WfT & Sightsavers Cash Appeals – Andrew Lockett

 

Where is the money? Practical steps towards Insightful Philanthropy Fundraising, merging Research & Data. Ben Rymer – Age UK

There’s plenty of room to grow philanthropic giving – just compare the Sunday Times’ Giving and Rich lists.  But being effective means being evidence- and insight-led.  In the talk, Ben will look at analytical approaches for insight professionals and researchers to identify affinity and capacity for major gifts; methods and strategy for philanthropy insight, and give some context on wealth dynamics in the UK.

Where is the Money… Ben Rymer – Age UK

 

Significance Testing – David Dipple

Significance and significance testing are important aspects of an analysist life; but what does the term significance mean and also, importantly what it doesn’t mean? I am 95% confident that you will find this a significant contribution to the day’s events.

Significance Testing – David Dipple

 

RNLI Supporter View. James Johnstone – RNLI & Paul Seabrook – Beautiful Insights

The RNLI Research team has spent the past two years scoping, building and running an online supporter panel, something it had never tried before. Along with its supplier, Beautiful Insights, they are here to share their experience, what they’ve learnt and how your own organisation could benefit from its own panel.

RNLI Supporter View – James Johnstone & Paul Seabrook

 

Measuring Impact. Marina Garcia-Pinilla – Macmillan & James Lupton – M&S

We know that as people live through cancer their needs become more complex. The Macmillan Support Line (MSL) offers free emotional support, clinical and general cancer information, welfare rights and financial services advice to people affected by cancer. Since 2010, MSL staff captures data on both the customer and the enquiry in each interaction and records it in our CRM system. Some of this data is structured and therefore can be easily mined, but the core of the conversations sits in both free-text fields and recorded phone -calls.

The objective was to investigate MSL’s unstructured data in order to understand the complexity and quantify the needs of people affected by cancer through their enquiries.

Measuring Impact – Macmillan Service Line with M&S – Marina Garcia-Pinilla & James Lupton

 

RFV2.o Avoiding the RFV Vortex. Sam Stafford – Wood for Trees, Mike Naidu – Cystic Fibrosis Trust & Kirsty Ramage – Diabetes UK

Feeling trapped in a spiral of diminishing returns as RFV dominates your campaign planning? Chasing ROI at the expense of long-term growth almost always restricts success, so how can you identify and open up new potential from within your existing supporter database? In this session Wood for Trees will describe some of the options open to big or small charities to extend the reach of their campaigns and move beyond traditional Recency, Frequency and Value segmentations

RFV 2.0 Avoiding the RFV Vortex – Sam Stafford, Michael Naidu & Kirsty Ramage

 

The Future of Analysis, Supporter Journeys & Marketing Automation. Rob Jones – Qbase & Selena Wark – PCUK

In this seminar Rob Jones, Insight Consultant at Qbase will look at how insight, and the role of the Analyst, is developing within fundraising organisations. We’ll see how personalisation and automation will be at the heart of how charities fundraise. We’ll discuss the skills  Analysts will need in order to keep up with the ever increasing demands of marketing and fundraising departments. We’ll hear from Selena Wark, Head of Data and Analytics at Prostate Cancer UK on how they have just started this journey. She’ll show you how they are bringing insight led multi-channel marketing automation to their charity, along with the challenges they’ve faced but the opportunities it has brought. If your charity is considering marketing automation this is a must see seminar.

Fundraising Campaign Automation – Selena Wark PCUK, Rob Jones Qbase

 

About Loyalty. Roger Lawson – Roger Lawson Consulting

About Loyalty recently undertook a large scale study with five of the UK’s largest charities which looked at how loyal their donors are and, importantly, the different drivers of loyalty for different donors. Drawing on this research and other work from the charity and commercial sectors, we will provide new insights into why donors stay loyal and why they don’t.

About Loyalty – Roger Lawson

 

Excel Skills. Victoria Barham

Whether you are a novice who wants to learn more or a spreadsheet expert who just can’t keep away, join Victoria for this session to discover, discuss and debate the most useful data analysis and reporting skills within Excel.

Excel Skills – Victoria Barham

 

Digital Isn’t Different. Julie Jeffes – Blue Cross, Andrew Sargent & John Kelly – Wood for Trees.

A ground up review of the Blue X email programme which puts their digital audience under the spotlight and challenges and explores the assumptions that they are ‘different’. This project shows how the analysis helped to reveal what was really happening and how those insights have changed what Blue Cross does to become more effective in optimising their email communications.

Digital isn’t different – Andrew Sargent, Jon Kelly & Julie Jeffes

 

IOF Pre-conference Survey Results 2015 – Mark Mina

SIG presentation PAUL JACKSON CLARK

Recruitment & Development – Ruth Smyth, Roisin McCarthy, Jonathan Moxham

Beyond List Rental – Lara Bonney – Epsilon

Beyond List Rental – Kerry Rock – Prospecting for Gold

Barnardo’s Consent Gathering

Analysts are from Mars – Fundraisers are from Venus – Stuart McCoy

Making Consent a Marketing Process – David Cole (2)

Tableau – Eric Hannell

What makes a modern Insight Team – Bob Francis



Modern Insight; same same, but different: Conference presentations now available to download…

Modern_Insight_LogotypeFollowing the great success of last week’s IOF Insight SIG conference, Modern Insight; same, same but different – the presentations are now ready to download!

You can also download this handy who’s who document for info about all the speakers who presented!

 

Reinvigorating Cash Giving: how Sightsavers Doubled Cash Income. Andrew Lockett – Wood for Trees & Becki Jupp – Sightsavers

Hear how Sightsavers increased their cash donation income over the last 3 years through the cumulative effect of many small improvements – the synergy between data, analysis insights, creative, vision & team structure.

WfT & Sightsavers Cash Appeals – Andrew Lockett

 

Where is the money? Practical steps towards Insightful Philanthropy Fundraising, merging Research & Data. Ben Rymer – Age UK

There’s plenty of room to grow philanthropic giving – just compare the Sunday Times’ Giving and Rich lists.  But being effective means being evidence- and insight-led.  In the talk, Ben will look at analytical approaches for insight professionals and researchers to identify affinity and capacity for major gifts; methods and strategy for philanthropy insight, and give some context on wealth dynamics in the UK.

Where is the Money… Ben Rymer – Age UK

 

Significance Testing – David Dipple

Significance and significance testing are important aspects of an analysist life; but what does the term significance mean and also, importantly what it doesn’t mean? I am 95% confident that you will find this a significant contribution to the day’s events.

Significance Testing – David Dipple

 

RNLI Supporter View. James Johnstone – RNLI & Paul Seabrook – Beautiful Insights

The RNLI Research team has spent the past two years scoping, building and running an online supporter panel, something it had never tried before. Along with its supplier, Beautiful Insights, they are here to share their experience, what they’ve learnt and how your own organisation could benefit from its own panel.

RNLI Supporter View – James Johnstone & Paul Seabrook

 

Measuring Impact. Marina Garcia-Pinilla – Macmillan & James Lupton – M&S

We know that as people live through cancer their needs become more complex. The Macmillan Support Line (MSL) offers free emotional support, clinical and general cancer information, welfare rights and financial services advice to people affected by cancer. Since 2010, MSL staff captures data on both the customer and the enquiry in each interaction and records it in our CRM system. Some of this data is structured and therefore can be easily mined, but the core of the conversations sits in both free-text fields and recorded phone -calls.

The objective was to investigate MSL’s unstructured data in order to understand the complexity and quantify the needs of people affected by cancer through their enquiries.

Measuring Impact – Macmillan Service Line with M&S – Marina Garcia-Pinilla & James Lupton

 

RFV2.o Avoiding the RFV Vortex. Sam Stafford – Wood for Trees, Mike Naidu – Cystic Fibrosis Trust & Kirsty Ramage – Diabetes UK

Feeling trapped in a spiral of diminishing returns as RFV dominates your campaign planning? Chasing ROI at the expense of long-term growth almost always restricts success, so how can you identify and open up new potential from within your existing supporter database? In this session Wood for Trees will describe some of the options open to big or small charities to extend the reach of their campaigns and move beyond traditional Recency, Frequency and Value segmentations

RFV 2.0 Avoiding the RFV Vortex – Sam Stafford, Michael Naidu & Kirsty Ramage

 

The Future of Analysis, Supporter Journeys & Marketing Automation. Rob Jones – Qbase & Selena Wark – PCUK

In this seminar Rob Jones, Insight Consultant at Qbase will look at how insight, and the role of the Analyst, is developing within fundraising organisations. We’ll see how personalisation and automation will be at the heart of how charities fundraise. We’ll discuss the skills  Analysts will need in order to keep up with the ever increasing demands of marketing and fundraising departments. We’ll hear from Selena Wark, Head of Data and Analytics at Prostate Cancer UK on how they have just started this journey. She’ll show you how they are bringing insight led multi-channel marketing automation to their charity, along with the challenges they’ve faced but the opportunities it has brought. If your charity is considering marketing automation this is a must see seminar.

Fundraising Campaign Automation – Selena Wark PCUK, Rob Jones Qbase

 

About Loyalty. Roger Lawson – Roger Lawson Consulting

About Loyalty recently undertook a large scale study with five of the UK’s largest charities which looked at how loyal their donors are and, importantly, the different drivers of loyalty for different donors. Drawing on this research and other work from the charity and commercial sectors, we will provide new insights into why donors stay loyal and why they don’t.

About Loyalty – Roger Lawson

 

Excel Skills. Victoria Barham

Whether you are a novice who wants to learn more or a spreadsheet expert who just can’t keep away, join Victoria for this session to discover, discuss and debate the most useful data analysis and reporting skills within Excel.

Excel Skills – Victoria Barham

 

Digital Isn’t Different. Julie Jeffes – Blue Cross, Andrew Sargent & John Kelly – Wood for Trees.

A ground up review of the Blue X email programme which puts their digital audience under the spotlight and challenges and explores the assumptions that they are ‘different’. This project shows how the analysis helped to reveal what was really happening and how those insights have changed what Blue Cross does to become more effective in optimising their email communications.

Digital isn’t different – Andrew Sargent, Jon Kelly & Julie Jeffes

 

IOF Pre-conference Survey Results 2015 – Mark Mina

What Makes a Modern Analysis Team – Robert Francis NSPCC

SIG presentation PAUL JACKSON CLARK

Recruitment & Development – Ruth Smyth, Roisin McCarthy, Jonathan Moxham

Beyond List Rental – Lara Bonney – Epsilon

Beyond List Rental – Kerry Rock – Prospecting for Gold

Barnardo’s Consent Gathering

Analysts are from Mars – Fundraisers are from Venus – Stuart McCoy

Making Consent a Marketing Process – David Cole (2)

 

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Insight SiG Annual Conference Programme announced!

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This year’s annual conference: 
“Modern Analysis – same, same but different” is just that; we’ll have sessions on all the elements you have come to expect from our industry leading events, at a location you know. What makes this conference different, is the addition of a new ‘Development’ stream and ‘Surgery Q & A’ sessions.
 
You will be able to choose which sessions you attend, which are split across the following 3 streams:
  • Core – focused on those projects and skills that we all work on such such as RFV, re-engaging deeply lapsed supporters and forecasting.
  • Development – hear about expanded skills that you may well be looking at in the near future including measuring impact, supporter panels and digital analysis.
  • Surgery – your chance to lead the debate by asking industry leading expects about topics such as career development, significance testing or excel skills.
We are excited to be able to announce our programme for the day, please CLICK HERE to download the schedule of speakers and topics, which promises something for analysts and fundraisers alike. 
 
We are also delighted to announce an extension to our fantastic 3 for 2 ticket offer which is now available until the 31st October. Please CLICK HERE to book your place and don’t forget to use the promo code 3for2 at the checkoutWe look forward to seeing you there!
The Insight SiG Team

Presentations now available from “Age Matters!” September networking event

1. Talking age, Talking Generations- John Whitehead

Winner of the Outstanding Contribution Award at the Insight SIG Awards, John Whitehead makes the case for age being the most important single dimension you can append to your database.

2. Does Age Matter- Lee Gisbourne, RNLI

How and why the RNLI have placed age at the centre of fundraising with examples of its use in product development, marketing planning and campaign execution.

 

Networking Events – Presentations

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Demystfying digital, media and social analytics

Presentations from our March 2013 networking event available  here: 2013-03_IoF_Insight_SamBertieV4

A topline look into the world of digital and media analysis, focusing on exploring the current landscape, including topics from simple Google Analytics through to more in-depth cross channel analysis such as paid, owned and earned analysis.

Bertie Bosrédon

Digital & Social Media expert Bertie has over 15 years experience in digital communications and has worked in the not-for-profit sector for 11 years. He set up the British Heart Foundation first online team and fundraising strategy, working on national campaigns before joining Breast Cancer Care, where he implemented innovative online services tools and an influential social media strategy.  Bertie helps organisations develop their digital presence, find the right tool and tactics to connect with their audience, increase income and engagement, and measure impact.

Sam Watts

Head of Marketing Analytics, Metametrics, Sam has over 8 years of media analysis experience, covering all channels both on and offline. In recent years Sam has concentrated on digital analysis, including both social and cookie based analysis. Sam has recently joined Metametrics, having previously been UK head of data and analysis at Starcom MediaVest Group, where he also led the global development of attribution modelling for SMG.

February 2013

Data Analytics – Powerful Insight into your Donors’ Giving Potential

Presentations available here:

PART1 MARCELLE – Insight in Fundraising 170213

PART2 STUART – IoF Insight SiG Data Analytics & Donor Potential

What are the smartest Individual Giving teams doing in the area of Mid and High-Value donor fundraising to make their data work harder and bring in significant net gains to the business?

Stuart McCoy – Data Strategy Consultant, DM Insight

Stuart has twelve years experience of data-led fundraising, gained at over thirty NfPs and agencies.  After seven enjoyable years as Help the Aged dedicated fundraising analyst, he set up DM Insight, a data strategy and analysis service specialising in the charity and not-for-profit sectors.

 Marcelle Jansen – WealthEngine

A data specialist, Marcelle worked in the Financial Industry for over 20 years commercialising financial information and applications ranging from historical and forecast data to portfolio risk models and corporate governance research.  She started with WealthEngine in October 2009 and manages WealthEngine’s UK office. 

Based in London, she provides client support to UK clients, providing solutions for sophisticated prospect research and analytics and supporting clients on WealthEngine’s tools to better reach their fundraising goals.

 April 2012

‘How to get ahead in analytics’ featured guest speakers Jonathan Moxham from British Red Cross and Damion Deansfrom Haigh Recruitment with lots of useful hints and tips on  how you can make the most of career opportunities in this sector and what experience and skills you need to move on.

Presentations from British Red Cross and Haigh Recruitment

2012 Insight in Fundraising Conference presentations

Check out our Downloads page to view the ten presentations from our successful 2012 Insight SIG Conference

Go to: http://insightsig.org/events/resources/nov-2012-from-backroom-to-boardroom/

Speakers from:

1. Cancer Research UK

2. Comic Relief

3. RSPB

4. Royal Marsden Cancer Charity

5. RNIB

6. Age UK

7. Trufflenet

8.  Blue Cross/Wood for Trees

9. Bertie Digital Services/upriseUP

10. Marc Michaels

 

 

 

2011 Insight in Fundraising Conference presentations

Following the conference on 29/11/2011, the presentations are now available here.

The analyst’s greatest hits…. and how you can increase your impact

IOF Insight in Fundraising SIG Annual Conference (Rich text format attachment for circulation)

Tuesday 29th November 2011

Registration opens: 0930 am, conference starts 10am, ends 4.30pm
Venue: Amnesty International UK, Shoreditch, centralLondon

This year’s conference has a simple but compelling theme; a showcase of the strongest case studies we can find to demonstrate how analysis and insight has made a positive impact atBritain’s biggest charities.

Whether you work for a large or small fundraising organisation, these case studies will underline the power of analysis and show how you can increase the impact of insight.

Covering analysis techniques, insight resources and, most importantly, how insight was actually used to influence the bottom line, we’re confident every attendee will leave better equipped to make the same differences themselves.

Sessions include:

  • How the RSPB’s insight-driven strategic review is helping to push the whole organisation forward
  • The role classic analysis has played in opening new market segments for RNLI
  • Other big charity speakers to be announced

We’re continuing to use the excellent and well-located facilities at AmnestyUKbut will be simplifying the event layout and agenda to accommodate more attendees – for those that have been before that also means no traipsing up and down stairs between sessions!

Prices including all refreshments and lunch are:

  • IOF member               £70
  • Non-IOF member      £90
  • Supplier                      £150

Note:  We are teaming up with the Small Charities Coalition to offer seven free places to their members (charities with annual income under £1m).  Look out for details in their newsletter coming out at the end of September.    If you are not already a member you can sign up at http://www.smallcharities.org.uk/

Go to http://wwwinsightconf2011.eventbrite.com/  to book your place and make sure you’re there!

For queries please contact Liz Cook, email  liz@insightsig.org or telephone 0782 57 57 209

Warm regards 

The Insight in Fundraising SIG committee

Are You Measuring Lifetime Value Accurately?

Networking event: Measuring lifetime value, Tuesday 27th September, Devonshire Arms, Piccadilly, Central London.

Getting a truly accurate measure of life time value is a goal for many analysts but of course it isn’t easy.  Modeling behaviour into the future and the differing nature of recruitment channels make it tricky to create meaningful comparisons.

How can an analyst address these issues and serve up the robust numbers needed to base decisions on?

John Whitehead (Supporter Planning and Insight Manager at WaterAid) and Nigel Magson (Data Consultant) will share their views and experience.

Just as importantly, there will be plenty of time for attendees to discuss this topic and indeed any other during the evening, helped by the informal venue, light snacks and a drink or two.

Please book ahead as numbers are limited to 40 at the Devonshire Arms,Denman Street, two minutes fromPiccadilly Circustube (same venue as our last event in June)

Tickets cost just £5 and can be booked here http://insightsigseptevent.eventbrite.com

Any queries please contact Liz Cook on liz@insightsig.org.

(0782 5757209)

 

About the speakers

John Whitehead is Supporter Planning and Insight Manager at WaterAid.  He has worked in the charity sector for over 15 years, having previously worked for both the National Trust and John Grooms (now Livability).

Before that he worked in commercial marketing and advertising, including time at Air Miles, Evans Hunt Scott, CACI and Saatchi & Saatchi.  He is a Founding Member and Fellow of the Institute of Direct Marketing and a Member of the Institute of Fundraising.   And he likes finding stories in numbers…

Nigel Magson has spent over 20 years in the data services industry. Along the way he’s become a Fellow of both the Institute of Direct Marketing and the Chartered Institute of Marketing. Because of his special interest in not-for-profit marketing, in 2006 he co-founded the Insight special interest group as part of the Institute of Fundraising, aiming to raise standards for analysts working within the Charities sector.

Before he set up Tangible Data in 1996, he spent 10 years working for British Gas, where he managed the development of marketing databases used for direct marketing, business planning and modelling.

Booze, Banter and Benchmarking – A Success!

On Thursday 9th June analysts from throughout the charity sector met up at the Devonshire Arms in Piccadilly to discuss the benefits and pitfalls of benchmarking, sip a pint and mingle.  Below you will find a description of the event:

“In a tight economic climate, getting external context for fundraising performance seems as important as ever.

But can benchmarking really bring practical, actionable benefits?”

Abi Savvides Head of Fundraising Planning and Information at Alzheimers Society, and Allan Freeman at Freestyle Marketing  shared their views and experience at the event and their insight and time was much appreciated.  Cheers!

There was also plenty of time before and after the talks for attendees to meet fellow Insight professionals and develop their networks; all over a beverage or more and with a light buffet.  Apart from some noisy equipment rattling behind the bar the event went off without a hitch and was well-attended.  We hope to see you at the next one!