Training

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This Autumn the IoF Insight SIG’s training has got even bigger and better…

Attendees at our training courses have said that the main way we could improve was to offer more courses, so that’s what we’ve done. We have created a more comprehensive range of courses to suit people in both fundraising and analytics roles from beginner through to expert.

The starting point for anyone who wants an overview of how Insight can be used in fundraising is our brand 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 beginner, intermediary and advanced Excel skills, Campaign Analysis and Testing, Statistical Significance, Qualitative Research 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.

AUTUMN COURSES

Insight in Fundraising Essentials – BOOKING NOW for 30 November 2016

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

Download the pdf

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

How much does it cost?

£175 + vat for IoF Members, £195 + vat for NfP individuals and £250 + vat for commercial organisations.

How can I book?

The next course is running on 30 November at St John’s Ambulance training rooms, 27 Saint John’s Lane, London, EC1M 4BU.

To book a place via Eventbrite please click here.

Trainers:

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.

 

Communicating Insight AKA Truth well told – BOOKING NOW for 24 November 2016

What is it all about?

How emotion, logic and story-telling techniques can help messages be understood, retained and acted-on

Download the pdf

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

How much does it cost?

£175 + vat for IoF Members, £195 + vat for NfP individuals and £250 + vat for commercial organisations.

How can I book?

The next course is running on 24 November at RAPP London, Bankside 2, 90 Southwark Street, London, SE1 0SW.

To book a place via Eventbrite please click here.

Trainers:

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.

Ruth Smyth has worked in Insight roles in the charity sector for the past 10 years, managing the Insight team for the RSPB and more recently as Planning & Insight Director for BoldLight, charity digital specialists. Ruth is passionate about making Insight actionable through great communication and with a background in Psychology loves to apply theory to achieve this.

 

Campaign Analysis, Testing & Targeting – BOOKING NOW for 18 November and 1 December

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 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.

Costs: £175 + vat for IoF Members, £195 + vat for NfP individuals and £250 + 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.”

 

Other training courses: dates to be announced soon

Mapping, PSPP & Statistics (Intermediate to Advanced) 

These courses are run by David Dipple and due to ill health all courses are now being held in Cirencester rather than London. The closest railway station to Cirencester is Kemble.

Bookings:          Please contact David at david.dipple@btinternet.com

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 these course is £195 for NFP organisations and £250 for commercial organisations.

Introduction to Mapping

Mapping has been a much neglected branch of analysis, one of the reasons for this has been the cost; expensive software, boundaries and datasets have put people off from utilising its power. I have been able to find an excellent free mapping package and set of geographical datasets to allow you to get to grips with spatial data analysis. Combine this course with the modelling course and you will be able to build and visualise your own postal sector models.

At the end of the course you should be able to:

  • Create point based maps
  • Create thematic/shaded maps
  • Combine map types
  • Produce drive-time and crow fly analyses

No previous knowledge is required (knowing where the UK is a help), although some familiarity with Excel can be useful.

The delegates will be supplied with a laptop and all the software and data that will be used in the course. Copies of the software and geographical datasets can be taken away so that you can start producing maps when you get back to your desk.  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.

Introduction to PSPP

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 …….
  • Coming next year: Analyse your questionnaires with Key Driver Analysis, Correspondence mapping and much, much 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.

Introduction to Significance Testing

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. The key significance tests used during this course are:

  • Chi-square
  • T-test
  • Correlation
  • 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.

“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 Modelling Using PSPP (2 Day Course)

I have tried to run this as a one day course but have found it difficult due to the amount of content. The course will now be run over two days

Learn how to build statistical models using PSPP. You will learn about how to approach a modelling project, the importance of understanding the data and also how to build your own propensity models. We will concentrate on using the following techniques:

  • Proxy/fuzzy models
  • Binary Logistic Regression
  • Creating ntiles
  • Building gains curves

On the first day we will examine the technical and statistical aspects on modelling and then go through how to build models using a number of techniques. The second day will complete the modelling process and then move onto some modelling projects for the delegates to practice their skills on. This will give you guided experience and help you discover some of the pit falls when building your own models.

It should be noted that delegates will need to have experience using PSPP/SPSS syntax and/or attended the Introduction to PSPP course. This course will not be intelligible without this basic knowledge. Any of the models created can be converted from PSPP syntax to SPSS syntax with only a minor amount of reworking.

There are some key differences between SPSS and PSPP in terms of modelling and if a pure SPSS course is required this can be supplied but will need to be carried out and arranged privately.

It is hoped that the delegates will be supplied with a laptop and all the software and data that will be used in the course – but the number of available PC is limited and will be supplied on a first come first served basis. 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 limited.

Advanced Microsoft Excel for Analysts

Location:           London
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 preferably Excel 2010 or later 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.

Costs:  £175 for IoF Members, £195 for NfP individuals and £250 for commercial organisations. Maximum 10 Delegates per session.

 

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

Location:          London
Trainer:            Steven Dodds

Information:     Please contact Steven on stevendoddsiphone@googlemail.com 

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.

Costs: £175 + vat for IoF Members, £195 + vat for NfP individuals and £250 + 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!”

 

Microsoft Excel with VBA for Analysts

Location:           London
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 preferably Excel 2010 or later 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.

Costs:  Cost: £175 for IoF Members, £195 for NfP individuals and £250 for commercial organisations. Maximum 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

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
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.

Costs: £175 + vat for IoF Members, £195 + vat for NfP individuals and £250 + 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.”