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Affordable Special Events Data
Tracking and Analysis
Cheri Weissman
October 22, 2013
Use Twitter Hashtag #4Glearn
Part
Of:

Sponsored by:
Protecting and Preserving the
Institutional Memories of
Nonprofits Since 1993

Part
Of:

www.cjwconsulting.com
(866) 598-0430
info@cjwconsulting.com

Sponsored by:
Coming Soon
Part
Of:

Sponsored by:
Today’s Speaker & Host

Cheri Weissman
Assisting with chat questions:
Jamie Maloney, Nonprofit Webinars
Part
Of:

President
CJW Consulting & Services, Inc.

Sponsored by:
Presented by
Cheri Weissman
CJW Consulting & Services, Inc.
8331 Central Ave.
Morton Grove, IL 60053
800/977-6377
cheri@cjwconsulting.com


In what ways did the constituent participate in the
event?


Buy ticket(s) to attend
 How many?



Buy table(s)

 How many?



Sponsorship
 Levels?




Underwriting
Buy a raffle ticket

 How many?
 Package purchase
 (i.e., buy individual ticket for $25, get 5 for $100)



Auction Contribution

 Donor sends an in-kind gift to be included in the auction



Auction Purchase

 Donor pays to acquire auction item


Number of attendees


When you are registering attendees, are you tracking
the exact number of people you are expecting?
 You need to know that registering one record in your

database will only count for one event registration
 You will need a field for total number of attendees OR
register each attendee individually


Meal Choices


If you are offering meal choices, it is advisable to
record who wants what to eat
 Keep in mind that you can use this information to offer

the right meal choice for next year’s event


Seating Preferences





People who want to sit with friends/family
People who need/want to sit close to where the
action is

Notable Attendees






Speakers
Media
Volunteers/Coordinators
Table Hosts
Dignitaries


Payment Information




People who pledge or pay after the event
Knowing who is coming as a guest of the
organization (Complimentary attendance)
Sending out payment reminders
 Include anything they need to pay for



Expenses


It’s likely that your accounting office is tracking this
but if you want to determine the NET proceeds of
the event, record expenses


In what ways did the constituent participate in the event?


Individual golfer(s) to attend
 How many?



Foursome(s)

 How many?



Sponsorship
 Levels?




Underwriting
Ancillary Participation







Mulligans
Closest to Pin
Lunch
Dinner

Auction Contribution

 Donor sends an in-kind gift to be included in the auction



Auction Purchase

 Donor pays to acquire auction item


Number of attendees


When you are registering golfers, are you tracking
the exact number of people you are expecting?
 You will need a field for total number of attendees OR

register each attendee individually



Meal Choices


If you are offering meal choices, it is advisable to
record who wants what to eat
 Keep in mind that you can use this information to offer

the right meal choice for next year’s event


Seating Preferences




People who want to golf together

Notable Attendees





Speakers
Media
Volunteers/Coordinators
Dignitaries




If your database allows you the right level of
detail, you’re golden
If not, create manual/external tracking
mechanisms that get you where you need to be


Excel (see examples)


Contact me!




Cheri Weissman
800/977-6377
cheri@cjwconsulting.com

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Affordable Special Events Data Tracking and Analysis

  • 1. Affordable Special Events Data Tracking and Analysis Cheri Weissman October 22, 2013 Use Twitter Hashtag #4Glearn Part Of: Sponsored by:
  • 2. Protecting and Preserving the Institutional Memories of Nonprofits Since 1993 Part Of: www.cjwconsulting.com (866) 598-0430 info@cjwconsulting.com Sponsored by:
  • 4. Today’s Speaker & Host Cheri Weissman Assisting with chat questions: Jamie Maloney, Nonprofit Webinars Part Of: President CJW Consulting & Services, Inc. Sponsored by:
  • 5. Presented by Cheri Weissman CJW Consulting & Services, Inc. 8331 Central Ave. Morton Grove, IL 60053 800/977-6377 cheri@cjwconsulting.com
  • 6.
  • 7.  In what ways did the constituent participate in the event?  Buy ticket(s) to attend  How many?  Buy table(s)  How many?  Sponsorship  Levels?   Underwriting Buy a raffle ticket  How many?  Package purchase  (i.e., buy individual ticket for $25, get 5 for $100)  Auction Contribution  Donor sends an in-kind gift to be included in the auction  Auction Purchase  Donor pays to acquire auction item
  • 8.  Number of attendees  When you are registering attendees, are you tracking the exact number of people you are expecting?  You need to know that registering one record in your database will only count for one event registration  You will need a field for total number of attendees OR register each attendee individually  Meal Choices  If you are offering meal choices, it is advisable to record who wants what to eat  Keep in mind that you can use this information to offer the right meal choice for next year’s event
  • 9.  Seating Preferences    People who want to sit with friends/family People who need/want to sit close to where the action is Notable Attendees      Speakers Media Volunteers/Coordinators Table Hosts Dignitaries
  • 10.  Payment Information    People who pledge or pay after the event Knowing who is coming as a guest of the organization (Complimentary attendance) Sending out payment reminders  Include anything they need to pay for  Expenses  It’s likely that your accounting office is tracking this but if you want to determine the NET proceeds of the event, record expenses
  • 11.  In what ways did the constituent participate in the event?  Individual golfer(s) to attend  How many?  Foursome(s)  How many?  Sponsorship  Levels?   Underwriting Ancillary Participation      Mulligans Closest to Pin Lunch Dinner Auction Contribution  Donor sends an in-kind gift to be included in the auction  Auction Purchase  Donor pays to acquire auction item
  • 12.  Number of attendees  When you are registering golfers, are you tracking the exact number of people you are expecting?  You will need a field for total number of attendees OR register each attendee individually  Meal Choices  If you are offering meal choices, it is advisable to record who wants what to eat  Keep in mind that you can use this information to offer the right meal choice for next year’s event
  • 13.  Seating Preferences   People who want to golf together Notable Attendees     Speakers Media Volunteers/Coordinators Dignitaries
  • 14.   If your database allows you the right level of detail, you’re golden If not, create manual/external tracking mechanisms that get you where you need to be  Excel (see examples)