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Imagine the Possibilities How Knowledge Management Builds Communications-Campaign Partnerships Shelby Kloures Radcliffe Executive Director of Campaign Administration Bucknell University
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Goals ,[object Object],[object Object],[object Object],[object Object],[object Object]
What is Knowledge Management? ,[object Object],[object Object],[object Object],[object Object]
Systems and Technology Strategic & Informed Decisions and Actions Biographic Information Activity Information Giving Information Facts Scores Responses Models Analysis Reports & Charts Alerts Delivery
Business Systems &  Technology Business Systems &  Technology
Opportunities for Strategic Partnerships ,[object Object],[object Object],[object Object],[object Object],[object Object]
Data Acquisition  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],If you scratch my back, I’ll scratch yours.
Information Integrity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Strong and Active Partnerships with Finance are Important for Information Integrity
Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Undergraduates MBAs PHDs Accounting Finance Marketing Full Time Executive
Understanding the Constituents Donors Lapsed Donors Never Donors SYBUNTS LYBUNTS Donors Leadership Donors
Understanding the Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding the Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding the Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding the Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object]
Understanding the Constituents ,[object Object],We’ll talk about testing assumptions in a little bit.
Understanding the Constituents ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Fundamental Questions ,[object Object],[object Object],[object Object]
The Fundamental Questions Why do they matter? ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Fundamental Questions: How do we answer them? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Attitudinal Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Mining ,[object Object],[object Object],[object Object]
Data Mining ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Mining ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Mining
Data Mining ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Mining:  Scores/Prospect Ratings Unrated Capacity U $500-$999  P $1K-$2.4K O $2.5K-$4K N $5K-$9K M $10K-$24K L $25K-$49K  K $50K-$99K  J $100K-$249K I $250K-$499K H $500K-$999K G $1M-$5M  F $5M-$10M E $10M-$24M D $25M-$49M  C $50M-$99M  B $100M+ A Do Not Cultivate 5 Not Likely 4 Distant or Less Inclined 3 Somewhat Inclined 2 Favorably Inclined 1 Undetermined Inclination 0
Data Mining:  Scores/ Prospect  Ratings 4760 TOTAL PROSPECT POOL     3232 Principal & Major Gift Suspects 3216 Major Gift Suspects 16 Principal Gift Suspects Suspects    1528 Principal & Major Gift Prospects   1332 Total 853 $100K to $249K 315 $250K to $499K 164 $500K to $999K Major Gift Prospects    196 Total 134 $1M to $5M 31 $5M to $10M 5 $10M to $25M 20 $25M to $50M 3 $50M to $100M 3 $100M and Up   Principal Prospects
Data Mining:  Scores/RFM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Data Mining:  Scores/RFM
Data Mining:  Scores: Engagement/Affinity ,[object Object],[object Object],[object Object],[object Object],[object Object]
Demographics & Market Segmentation
Demographics & Market Segments ,[object Object],[object Object],[object Object],[object Object],[object Object]
Demographics & Market Segments Example: PRIZM Clusters Middle America Country Comfort Landed Gentry Micro-City Blues 2 nd  City Society Inner Suburbs Middleburbs The Affluentials Elite Suburbs Urban Cores Midtown Mix Urban Uptown
Demographics & Market Segments Example: PRIZM Clusters Second City Elite Brite Lites Li’l City Upward Bound Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd  City Society Midtown Mix Urban Uptown
Demographics & Market Segments Example: PRIZM Clusters Second City Elite There's money to be found in the nation's smaller cities, and you're most likely to find it in Second City Elite. The residents of these satellite cities tend to be prosperous executives who decorate their $200,000 homes with multiple computers, large-screen TV sets and an impressive collection of wines. With more than half holding college degrees, Second City Elite residents enjoy cultural activities–from reading books to attending theater and dance productions.  Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd  City Society Midtown Mix Urban Uptown
Demographics & Market Segments Example: PRIZM Clusters Brite Lites Li’l City Not all of the America's chic sophisticates live in major metros. Brite Lights, Li'l City is a group of well-off, middle-aged couples settled in the nation's satellite cities. Residents of these typical DINK (double income, no kids) households have college educations, well-paying business and professional careers and swank homes filled with the latest technology.  Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd  City Society Midtown Mix Urban Uptown
Demographics & Market Segments Example: PRIZM Clusters Upward Bound More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upper-class families boast dual incomes, college degrees and new split-levels and colonials. Residents of Upward Bound tend to be kid-obsessed, with heavy purchases of computers, action figures, dolls, board games, bicycles and camping equipment.  Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd  City Society Midtown Mix Urban Uptown
Cluster Analysis
Philanthropic Motivations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Loyalty ,[object Object],[object Object]
Global Impact ,[object Object],[object Object],[object Object],[object Object]
Personal Interest ,[object Object],[object Object]
Duty ,[object Object],[object Object],[object Object]
Empathy ,[object Object],[object Object],[object Object]
Mixed Messages ,[object Object]
Predictive Modeling
Predictive Modeling High Capacity High Propensity Focus on Principal Prospects Only Focus Major Gift Fund Raising Here Focus Participation Efforts Here
Predictive Modeling Propensity Score is 84% Predictive
Understanding our Constituents: Putting it All Together
Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Undergraduates MBAs PHDs Accounting Finance Marketing Full Time Executive
Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Alumni Alumni Prospects Alumni Donors
Strategic Communication ,[object Object],[object Object],[object Object],[object Object]
Campaign Communications ,[object Object],[object Object],[object Object],[object Object]
A Word (or Two) on Testing ,[object Object]
Summary
If you remember nothing else… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Questions ,[object Object],[object Object],[object Object],[object Object]
Bibliography ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Imagine The Possibilities

  • 1. Imagine the Possibilities How Knowledge Management Builds Communications-Campaign Partnerships Shelby Kloures Radcliffe Executive Director of Campaign Administration Bucknell University
  • 2.
  • 3.
  • 4.
  • 5. Systems and Technology Strategic & Informed Decisions and Actions Biographic Information Activity Information Giving Information Facts Scores Responses Models Analysis Reports & Charts Alerts Delivery
  • 6. Business Systems & Technology Business Systems & Technology
  • 7.
  • 8.
  • 9.
  • 10. Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Undergraduates MBAs PHDs Accounting Finance Marketing Full Time Executive
  • 11. Understanding the Constituents Donors Lapsed Donors Never Donors SYBUNTS LYBUNTS Donors Leadership Donors
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 26.
  • 27. Data Mining: Scores/Prospect Ratings Unrated Capacity U $500-$999 P $1K-$2.4K O $2.5K-$4K N $5K-$9K M $10K-$24K L $25K-$49K K $50K-$99K J $100K-$249K I $250K-$499K H $500K-$999K G $1M-$5M F $5M-$10M E $10M-$24M D $25M-$49M C $50M-$99M B $100M+ A Do Not Cultivate 5 Not Likely 4 Distant or Less Inclined 3 Somewhat Inclined 2 Favorably Inclined 1 Undetermined Inclination 0
  • 28. Data Mining: Scores/ Prospect Ratings 4760 TOTAL PROSPECT POOL     3232 Principal & Major Gift Suspects 3216 Major Gift Suspects 16 Principal Gift Suspects Suspects   1528 Principal & Major Gift Prospects   1332 Total 853 $100K to $249K 315 $250K to $499K 164 $500K to $999K Major Gift Prospects   196 Total 134 $1M to $5M 31 $5M to $10M 5 $10M to $25M 20 $25M to $50M 3 $50M to $100M 3 $100M and Up   Principal Prospects
  • 29.
  • 30. Data Mining: Scores/RFM
  • 31.
  • 32. Demographics & Market Segmentation
  • 33.
  • 34. Demographics & Market Segments Example: PRIZM Clusters Middle America Country Comfort Landed Gentry Micro-City Blues 2 nd City Society Inner Suburbs Middleburbs The Affluentials Elite Suburbs Urban Cores Midtown Mix Urban Uptown
  • 35. Demographics & Market Segments Example: PRIZM Clusters Second City Elite Brite Lites Li’l City Upward Bound Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd City Society Midtown Mix Urban Uptown
  • 36. Demographics & Market Segments Example: PRIZM Clusters Second City Elite There's money to be found in the nation's smaller cities, and you're most likely to find it in Second City Elite. The residents of these satellite cities tend to be prosperous executives who decorate their $200,000 homes with multiple computers, large-screen TV sets and an impressive collection of wines. With more than half holding college degrees, Second City Elite residents enjoy cultural activities–from reading books to attending theater and dance productions. Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd City Society Midtown Mix Urban Uptown
  • 37. Demographics & Market Segments Example: PRIZM Clusters Brite Lites Li’l City Not all of the America's chic sophisticates live in major metros. Brite Lights, Li'l City is a group of well-off, middle-aged couples settled in the nation's satellite cities. Residents of these typical DINK (double income, no kids) households have college educations, well-paying business and professional careers and swank homes filled with the latest technology. Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd City Society Midtown Mix Urban Uptown
  • 38. Demographics & Market Segments Example: PRIZM Clusters Upward Bound More than any other segment, Upward Bound appears to be the home of those legendary Soccer Moms and Dads. In these small satellite cities, upper-class families boast dual incomes, college degrees and new split-levels and colonials. Residents of Upward Bound tend to be kid-obsessed, with heavy purchases of computers, action figures, dolls, board games, bicycles and camping equipment. Middle America Country Comfort Landed Gentry Micro-City Blues Urban Cores Inner Suburbs Middleburbs The Affluentials Elite Suburbs 2 nd City Society Midtown Mix Urban Uptown
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45.
  • 46.
  • 48. Predictive Modeling High Capacity High Propensity Focus on Principal Prospects Only Focus Major Gift Fund Raising Here Focus Participation Efforts Here
  • 49. Predictive Modeling Propensity Score is 84% Predictive
  • 50. Understanding our Constituents: Putting it All Together
  • 51. Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Undergraduates MBAs PHDs Accounting Finance Marketing Full Time Executive
  • 52. Understanding the Constituents Reunion Young Alumni Mature Alumni Parents Corporations Foundations Faculty/Staff Alumni Alumni Prospects Alumni Donors
  • 53.
  • 54.
  • 55.
  • 57.
  • 58.
  • 59.