Data Science · Analytics · Content Type · Resource Roundup
What It Really Means to Provide a Fundraising Analysis: Part 2
Given our industry's focus on data-driven decision-making, prospect researchers are increasingly asked to amp up their analytic offerings and capabilities. In Part 1 of this series, author Katie Princo shared how the research and analytics team at the University of Colorado developed their own fundraising analysis process. In Part 2, follow along for some analysis resources, with comments from the author.
How to Craft an Analysis
In this sample analysis, Princo breaks down the methodology of building an analysis for customers, from layout to essential items to include.
Download the sample analysis here.
Getting Started with Analytics
This introductory video to analytics covers early-stage analyses for prospect prioritization, with tips for Excel functionalities and identifying useful data within your organization.
Practice utilizing Excel tables to organize data and sort out prospects meeting your prospecting criteria with this example sheet. (Shout out to Nicole Combs, now assistant director of prospect research at the University of Colorado, for developing the Prospect Finder and slicers formatting.)
Download the example Excel sheet here.