Spring 2015 Training Announced!

IoF Insight SiG Training – Spring 2015

We are very pleased to announce our Spring 2015 training schedule, facilitated by Victoria Barham (VB Analytics), David Dipple (Adroit), Dr Claire Routley (Legacy Fundraising consultant), Steven Dodds (Harvest) and Stuart McCoy (DM Insight).

Introduction to Significance TestingMarch 2015, London. Course trainer: David Dipple

Introduction to PSPPMarch 2015, London. Course trainer: David Dipple

‘It’s Not Just About the Numbers’: Working with Qualitative ResearchMarch 2015, London. Course trainer: Steven Dodds

Campaign Analysis, Testing & TargetingMarch 2015, London. Course trainer: Stuart McCoy

Advanced Microsoft Excel for AnalystsApril 2015, London. Course trainer: Victoria Barham

‘Pinpointing Pledgers’: Making the Most of Your Legacy Data May 2015, London. Course trainers: Dr Claire Routley & Stuart McCoy

Microsoft Excel with VBA for AnalystsMay 2015, London. Course trainer: Victoria Barham

Please contact the trainers directly to book a place on any of the courses listed.

 

Introduction to Significance Testing

Date:             13th March 2015
Location:          London
Trainer:            David Dipple
Bookings:           Please contact David at david.dipple@btinternet.com

This course will take you to the next step in statistical analysis by showing you how to determine if values are not only different, but whether that difference is statistically significant. This course is designed for anyone who has access to data and has a desire to want to look more deeply at the relationships within it.

In this one-day course David will look at what significance testing is and how different types of data and questions can require a range of statistical tests to understand the relationships within the data. Some of the significance tests used during this course include: chi-square, t-test, correlation and ANOVA.

This is a hands-on course and you will be introduced to the statistical tests via practical sessions and user documentation which help you to understand what the best test is. During the course we will predominantly be using Excel and PSPP (prior knowledge of this is not required) and these will be supplied.

The delegates will be supplied with a laptop and all the software and data that will be used in the course. Should you want to supply your own laptop, contact me and I will inform you as to the software required; apart from Excel all software used in the course can be obtained at no additional cost. All course material will be provided on the day by the course trainers. Places on this course are very limited.

David Dipple – Adroit
David is the owner of Adroit Thinking, his training and mentoring company, and the consultancy director of Adroit Data & Insight. David has worked with fundraising clients for over 25 years and has trained numerous analysts and fundraisers in how to use statistics and analysis to get more out of their data. These courses range from understanding basic statistics, through statistical programming to predictive modelling.

The cost of this course is £195 for NFP organisations and £250 for commercial organisations.

“This is probably one of the best courses I have ever attended. The breadth of topics covered were as interesting as they were relevant and I would thoroughly recommend any aspiring analyst to attend future courses, I was able to apply what I’d learnt the very next day”.

 

Introduction to PSPP

Date:            20th March 2015
Location:         London
Trainer:           David Dipple
Bookings:        Please contact David at david.dipple@btinternet.com

SPSS is one of the most powerful and widely used statistical software packages used within the NFP arena; unfortunately, it is also quite expensive – especially for smaller organisations. PSPP is a free open source stats package that is similar to SPSS and can use SPSS datasets and a good deal of SPSS syntax.

I will be running some more advanced statistical analysis courses in 2015 that will use PSPP as a base for the analysis. These will include:

  • Modelling
  • Factor Analysis and Clustering
  • Reliability Analysis
  • Analysis Workshops
  • And many more …….

The delegates will be supplied with a laptop and all the software and data that will be used in the course. Should you want to supply your own laptop, contact me and I will inform you as to the software required. All course material will be provided on the day by the course trainers. Places on this course are very limited.

David Dipple – Adroit
David is the owner of Adroit Thinking, his training and mentoring company, and the consultancy director of Adroit Data & Insight. David has worked with fundraising clients for over 25 years and has trained numerous analysts and fundraisers in how to use statistics and analysis to get more out of their data. These courses range from understanding basic statistics, through statistical programming to predictive modelling.

The cost of this course is £195 for NfP organisations and £250 for commercial organisations.

 

‘It’s not Just About the Numbers’: Working with Qualitative Research

Date:               Tuesday 24th March 2015
Location:          London
Trainer:            Steven Dodds

Information:              Please contact Steven on steven.dodds@harvestagency.co.uk
Bookings:           https://eventbrite.co.uk/event/15664031540/

Data analysis is great at telling us HOW donors behave but not so good at telling us WHY they do. To gain a truly rounded view of donors’ motivations and barriers you have to engage with them through a qualitative research process.  This one-day session will introduce aspiring analysts and insight managers to the fundamentals of this important discipline, helping them use is to make better business decisions.  The session will cover:

  • The value and role of qualitative research
  • When it should and shouldn’t be used
  • An overview of the key methods and how they can be used to solve different insight challenges
  • Getting the most from the research process
  • How to work with research findings to support better decision making

Steven Dodds, Harvest
Steven is an experienced insight professional who has been designing and leading qualitative research programs for charities for over ten years.  He has used qualitative research to help solve the business problems of a wide variety of charities, including The National Trust, Oxfam, CLIC Sargent and Red Cross.  A former Chair of the Insight SIG, he is a firm believer in bringing together different insight disciplines to create powerful insight to support business decision making.

Cost: £105 + vat for IoF Members, £120 + vat for NfP individuals and £160 + vat for commercial organisations.

“Logical. Very Practical. Showed clear process for research with a good balance of learning and exercise/discussion”

“Best £100 I’ve spent in a long while. Thanks very much!”

 

Campaign Analysis, Testing & Targeting

Date:         Thursday 26th March 2015
Location:           Central London
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.

Stuart McCoy, Data Strategy Consultant, DM Insight

After eight enjoyable years as Age UK’s dedicated insight analyst Stuart set up DM Insight, a data strategy and analysis service specialising in the charity and not-for-profit sector.  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, 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.

Cost: £105 + vat for IoF Members, £120 + vat for NfP individuals and £160 + vat for commercial organisations.

“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.”

 

Advanced Microsoft Excel for Analysts

Date:            Friday 17th April 2015
Location:          CRUK, Angel Building, 407 St John Street, London EC1V 4AD
Trainer:          Victoria Barham
Bookings:         Please contact Victoria at victoria@vbanalytics.co.uk

In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. Using demographic and behavioral Donor data to build an interactive Donor Profile 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 and you will need to bring your own laptop with Excel 2010 installed.  Sample data and all course material will be provided on the day by the course trainer.

Essential Functions and Formulas for Analysts: 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, logical functions such as IF / AND / OR / SUMIF / COUNTIF, and Lookup and Percentile functions to assist in the creation of RFV bandings.

Pivot Tables: Using Pivot Tables in your reports can be an easy way to making your reports easily updateable and interactive. In this session Victoria will cover: Displaying data in a pivot table, referencing pivot table data in formulas and how to use Slicers to create interactive reports.

An Introduction to Excel with Visual Basic: Victoria will introduce the concept of recording a macro to perform a repetitive task, demonstrating that just a small amount of knowledge in Visual Basic can save you a considerable amount of time.

Victoria Barham

Victoria has enjoyed over 15 years working within analytical roles, including 8 years at PDSA. More recently Victoria has been providing freelance analytical support within the charity sector with clients including DM Insight, Save the Children, Adroit Insight and PDSA, with projects including data preparation and exploration, RFV analysis, FastStats Excelsior Reporting and Predictive Modelling. Victoria is also an accredited trainer in FastStats Discoverer and Excelsior.

Cost: £105 for IoF Members, £120 for NfP individuals and £160 for commercial organisations. Maximum of 10 delegates per session.

“One of Vicki’s key strengths is her ability to leverage her strong technical skills with her excellent interpersonal skills. Her track record speaks for itself, as out of the 5 students which have completed the charity placement scheme and have since graduated, all 5 secured analysts’ jobs within months of graduating.”

 

Pinpointing Pledgers’: Making the Most of your Legacy Data

Date:               1st May 2015
Location:            Central London
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.

Dr. Claire Routley, Legacy Fundraising Consultant
Dr. Claire Routley 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 eight 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, The Barbican, British Heart Foundation, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid. Fundraising, database and analysis professionals from over 70 different charities and fundraising agencies have attended his training courses.

Cost: £105 + vat for IoF Members, £120 + vat for NfP individuals and £160 + vat for commercial organisations.

“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.”

 

Microsoft Excel with VBA for Analysts

Date:             Friday 8th May 2015
Location:         CRUK, Angel Building, 407 St John Street, London EC1V 4AD
Trainer:           Victoria Barham
Bookings:         Please contact Victoria at victoria@vbanalytics.co.uk

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.

Delegates should be considered as advanced Microsoft Excel users and used to working with datasets in Excel to produce summary reports. Programming experience would be an advantage, but not essential.

This is a practical course and you will need to bring your own laptop with Excel 2010 installed.  Sample data and all course material will be provided on the day by the course trainer.

Essential Functions and Formulas for Analysts: Victoria will briefly cover the functions and formulas that will be used in the session. These will include using named ranges, logical functions such as IF / AND / OR / SUMIF / COUNTIF, and Lookup and Percentile functions to assist in the creation of RFV bandings.

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 and then using this you will edit your code to be even more powerful.

Customising your spreadsheet and controlling your reports with Visual Basic: Adding controls to your reports can make your reports ultra-efficient and work extra hard. In this session Victoria will cover some of the programming fundamentals needed to control the data within your report including controlling your code execution using For-Each-Next and If-Then Constructs. Finally, you will add controls to your spreadsheet to produce an impressive Donor report tool to answer many management questions.

Victoria Barham

Victoria has enjoyed over 15 years working within analytical roles, including 8 years at PDSA. More recently Victoria has been providing freelance analytical support within the charity sector with clients including DM Insight, Save the Children, Adroit Insight and PDSA, with projects including data preparation and exploration, RFV analysis, FastStats Excelsior Reporting and Predictive Modelling. Victoria is also an accredited trainer in FastStats Discoverer and Excelsior.

Cost: £105 for IoF Members, £120 for NfP individuals and £160 for commercial organisations. Maximum of 10 delegates per session.

 

The Institute of Fundraising Insight Special Interest Group is a voluntary group dedicated to providing resources and training for analysts, database marketers, researchers, online fundraisers and anyone who wants to use insight to improve fundraising performance. Find out more here: www.insightsig.org