2018 Autumn Training Schedule Announced

We are delighted to announce the new Autumn Training Course Schedule for 2018 

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  • Microsoft Excel for Data Analysis and Reporting (Intermediate Level) : 10th September – Manchester & 1st October – London
  • Microsoft Excel for Data Analysis and Reporting (Advanced) 17th September – Manchester & 15th October – London
  • DIY Online Market Research : 12th October & 16th November – London
  • Communicating Insight : 18th October – Bristol & date tbc – London
  • Introduction to Visual Basic for Applications within Excel : 29th October – London
  • Introduction to R : 9th November – London
  • Communicating Impact : 8th November – London
  • Insight in Fundraising Essentials : date tbc
  • Campaign Analysis, Testing & Targeting : 26th October & 21st November – London
  • Pinpointing Pledgers: Making the Most of your Legacy Data : 5th December – London

Costs: IoF Individual Member £175, Charity Individual £195, Commercial £250.

Are you based outside of London? If you are interested in attending one of the Excel courses but would struggle to get to one of the London dates, please register your interest with Victoria at victoria@vbanalytics.co.uk


Microsoft Excel for Data Analysis and Reporting (Intermediate Level)

Date: Monday 10th September 
Location: St John Ambulance, Faulkner Street, Manchester M1 4DY
Date: Monday 1st October
Location: St John Ambulance, Farringdon, London EC1
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250

Booking Contact: Victoria Barham, victoria@vbanalytics.co.uk

OVERVIEW

In this one day course Victoria will introduce you to Excel functionality that is fundamental when analysing and presenting data in Excel. You will leave with actionable learnings that you can implement to increase your confidence, save time and to make your Excel spreadsheets more flexible and accurate.

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, Marketing Executives 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 data for over 9 years, Victoria will cover the techniques, functions and formulas that are essential when analysing and summarising data in Excel.  These will include useful shortcuts, named ranges, sorting, filtering, functions for text manipulation, working with date variables, logical functions such as IF / AND / OR / SUMIF / COUNTIF, and LOOKUP functions.

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: Monday 17th September 2018
Location: St John Ambulance, Faulkner Street, Manchester M1 4DY
Date: Monday 15th October 2018

Location: St John Ambulance, Farringdon, London EC1
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham, victoria@vbanalytics.co.uk

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 accurate, more flexible and visual.

Please note that this is a practical course suitable for those who are already 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 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 complex formulas such as Percentile, Index, Match and 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.


DIY Online Market Research

Dates: 12th October & 16th November
Location: London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Paul Seabrookpaul@beautifulinsights.com

Overview:

Online market research provides multiple opportunities for those working in charities to get closer to supporters and to ultimately help charities make more evidence based decisions. 

Running studies internally is possible using the various tools available to those wishing to gain primary insights.  Designing studies needs a structured approach to not only achieve the overall objectives, but to provide a relevant and positive experience for supporters.  There are also various data and market research regulations to consider.

This 1 day course gives an practical overview of the key stages involved and gives guidance and advice to enable various stakeholders working in charities to design and run primary research studies.

 Course Content:

  • Setting objectives / identifying the role for research
  • Methodologies
  • Identifying sample sources
  • Questionnaire design
  • Fieldwork
  • Analysis and reporting
  • Post fieldwork actions
  • Useful links

 Who Would Benefit?

  • Analysts
  • Research teams looking to run their own projects
  • Insight teams

 This is a practical course and delegates will need to bring their own laptop. 

Paul Seabrook; Managing Director at Beautiful Insights – Paul is marketer working in research.  He first witnessed the power of online research whilst working in the automotive industry when he started to use online research to pre test pan-European advertising campaigns. Having worked in market research for the last 10 years, Paul has seen significant changes and opportunities develop for organisations of all sizes.  Beautiful Insights are a mixed mode research agency specialising in online methodologies.  They focus on helping organisations and teams from commercial and not for profit sectors make better, more evidence based decisions. Paul is a past Research Champion for the Insight in Fundraising SIG.


Communicating Insight AKA Truth Well Told 

Date: Thursday 18th October 2018
Location: Bristol
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
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. 

Introduction to Visual Basic for Applications within Excel

Date: Monday 29th October 2018
Location: St John Ambulance. Farringdon, London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Victoria Barham, 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.

This is a practical, introductory course suitable for those who use Excel regularly to a good standard 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.

Course Specifics: Maximum 10 Delegates per session. Light lunch included.

Victoria Barham: Victoria has enjoyed many years working within analytical roles, including over 12 years within the Charity Sector. Victoria provides freelance analytical support with clients including DM Insight, PDSA, Tree Aid, Hope House Children’s Hospice, Marie Curie and The Christie Charity with projects including data preparation and exploration, Campaign targeting, selection, and analysis, RFV analysis, Forecasting models, Lifetime Value analysis, FastStats Excelsior Reporting and Predictive Modelling. Victoria can also provide bespoke Excel training courses and is also an accredited trainer in FastStats Discoverer and Excelsior.


Communicating Impact

Date: Thursday 8th November 2018
Location: London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Trainers: Steven Dodds & Joel Du Bois

Bookings: CLICK HERE

Communicating charity impact: new insights for a new era of charitable communication

If charities are to rebuild meaningful relationships with supporters, they must champion themselves as effective social change agents for the modern age. This training seminar will take you beyond the charitable sector into our wider culture of past, present and future, examining how stories of impact, transformation and change are told by progressive social movements and commercial brands.  Attendees will learn the crucial ingredients of successfully positioning your organisation as an agent of change and how to tell compelling stories about your charity’s values and social progress.

Steven Dodds, Founder, HarvestSteven has over 20 years experience in marketing insight and communications, the last 10 of which have been working with not-for-profit organisations in the UK, Europe and Australia. He is a former fundraising agency planning director and former chair of the Institute of Fundraising’s Insight Committee. He founded Harvest in 2013 to provide strategic fundraising advice to not-for-profit organisations. Harvest’s current and recent clients include The International Committee of the Red Cross, Amnesty International, Barnardo’s, AgeUK, CLIC Sargent, Bristol University and the RSPCA. He recently conducted bespoke research looking at the value and sources of supporter engagement and is contributing to The Commission for the Donor Experience on the subject of what engagement means for humanitarian organisations.
Joel Lim Du Bois – Joel specialises in designing culturally intelligent communication to help brands play a meaningful role in people’s lives. He combines high-level cultural strategy with tangible semiotic insight for consumer brands and non-profit organisations, shaping approaches in sectors from beauty and snacking to international aid and mental health. He brings a global perspective to his work, running projects across Europe, Latin America, Southeast Asia, North America and East Asia.

Introduction to R

Date: Friday 9th November 2018
Location: TBC
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Nick Mason, nick@upliftingdata.com

Are you still using SQL and excel for your analysis, and want to move to the next level? R is the open-source data science language that, along with Python, is the tool of choice for most data scientists. It is enormously powerful (and free), with powerful statistical, graphing, and automation capabilities. However that power and flexibility means it has a very steep learning curve, and it feels alien to those accustomed to excel. This course makes that transition easier by providing an easy introduction into the basic syntax and set up of R, using RStudio, how to make sense of the many packages available, and how to set up workflows. We’ll build a simple model, and then showcase some of the more advanced capabilities.


Insight in Fundraising Essentials

Date: TBC
Location: London
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Enquiries: ruth@boldlight.co.uk

What the course covers: The course covers everything you need to know about how you can make the most of Insight as a fundraiser. It is aimed at people in fundraising roles, those new to an Insight team or Insight professionals who would like an overview of the different ways you can use Insight in Fundraising. 

The course provides an overview of all the key tools and techniques used to understand your audiences, products and the impact of your communications.

What people are 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 

To find out more CLICK HERE

http://insightsig.org/wp-content/uploads/2016/09/Insight_in_Fundraising_Essentials_course.pdf


Pinpointing Pledgers: Making the Most of your Legacy Data

Date: 5th December 2018
Location: RNLI, 124-126 Webber St, London SE1 0QL
Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Trainers: Dr Claire Routley & Stuart McCoy

Booking Contact: Stuart McCoy, 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 sixty not-for-profits including CRUK, British Red Cross, Oxfam, Tate, Barbican, British Heart Foundation, Diabetes UK, Samaritans, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid.  Fundraising, database and analysis professionals from over a hundred different charities and agencies have attended his training courses.


 

Campaign Analysis, Testing & Targeting

Date: 26th October 2018
Location: Medecin Sans Frontieres, Lower Ground Floor, Chancery Exchange, 10 Furnival Street, London EC4A 1AB
Date: 21st November 2018
Location: RNLI, 124-126 Webber St, London SE1 0QL

Cost: IoF Individual Member £175, Charity Individual £195, Commercial £250
Booking Contact: Stuart McCoy, 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.”

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 sixty not-for-profits including CRUK, British Red Cross, Oxfam, Tate, Barbican, British Heart Foundation, Diabetes UK, Samaritans, Bible Society, RNIB, Scope, Cystic Fibrosis Trust and Christian Aid.  Fundraising, database and analysis professionals from over a hundred different charities and agencies have attended his training courses.


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