Autumn/Winter Training Programme 2016

AUTUMN / WINTER TRAINING PROGRAMME

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.”

 

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.

 

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.

 

Excel & Visual Basic Training by Victoria Barham 

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

Microsoft Excel for Data Analysis and Reporting (Intermediate Level)

BOOKING NOW for Thursday 2nd February 2017 – St John Ambulance, London, EC1

Trainer: Victoria Barham
Bookings: Please contact Victoria at 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. 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. 

 

Advanced Microsoft Excel for Analysts

BOOKING NOW FOR 9 February 2016 – St John Ambulance, London, EC1

Trainer:             Victoria Barham
Bookings:          Please contact Victoria at 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 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 Microsoft Excel with VBA for Analysts

BOOKING NOW for 16 February 2016 – St John Ambulance, London, EC1

Trainer:             Victoria Barham
Bookings:          Please contact Victoria at victoria@vbanalytics.co.uk

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 many years working within analytical roles, including over 10 years within the Charity Sector. Victoria provides freelance analytical support with clients including DM Insight, PDSA, 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.

“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.”