We will be focusing on the Measure part of the Continuous Performance Improvement Cycle. How do we measure in imis?

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5 We will be focusing on the Measure part of the Continuous Performance Improvement Cycle. How do we measure in imis? 5

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12 e_scorecard.htm 12

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14 Recruitment Acquisition Index The overall Recruitmentperformance index tracks your organization s recruitment performance trends based on Conversion Rate, New Member Acquisition rate, and the New Visitors to Website rate for a specified year. Conversation Rate Track how many new members from one year decided to renew their membership in the following year. For example, if there were 40 new members in your organization in 2012 and 31 of those members renewed in 2013, this indicator is 78%. New Member Acquisition Measure the rate of membership growth from year-to-year by comparing the number of new members as a percentage of your overall organization membership. For example, if there were 136 new members during 2013, and there are a total of 340 current members, this indicator is 40%. New Visitors to Website Track the number of visitors to your website that created a login. You can use this rate to measure traffic and interest in your websites. This rate is presented as a percentage of the overall organization membership. For example, if there were 18 new user accounts, and there are a total of 300 current members in your organization, this indicator would be 6%. 14

15 Engagement Index The overall Engagementperformance index tracks your organization s engagement performance trends based on Activity per Member, Committee Participation per Member, Direct Mail per Member, s per Member, and the Financial Activities per Member rate for a specified year. Activity per Member Track all non-financial activities performed by your members on your website. This allows your organization to review how engaged and interested members are with your organization s websites without performing financial transactions. The average is calculated based on the total number of activities divided by the total number of current members. Committee Participation per Member Measure your members participation in committee activities (adding members to a committee, searching for current committee members, and so forth). The total number of committee activities for the specified year is divided by the total number of current members in that year. 15

16 Growth Index The overall Growthperformance index tracks your organization s growth trends based on Event Registrations per Member, Member Increase, Renewal Rate, and Revenue per Member rate for a specified year. Event Registrations per Member Track the number of events members register for every year, on average. The total number of open event registrations in a specified year is divided by the total number of current organization members in that year. Note: This calculation relies on events being open when the calculation is run. If your organization closes events, you must wait until after imis has captured these calculations before closing events to ensure accurate values are reported. Member Increase Track the growth in membership year-to-year. The total number of organization members in a previous year, for example 2012, is first subtracted from the total number of organization members in the current year, for example 2013, then divided by the total number of organization members in the previous year. Renewal Rate Track the growth and retention of members. The number of members that actually renewed during a specified year is divided by the total number of members that were billed for renewal for that year. Revenue per Member Track growth in revenue by measuring the revenue per member. The total revenue in a specified year is divided by the total number of current organization members in that year. 16

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18 NOTE: The community dashboard represents all records in the database versus the Membership dashboard which deals only with members Alerts Staff New Users Alert PCI Compliance Alerts Count of Individuals Count of Organizations Count of Unique logins (past 3 months) Count of Recent posts (past 3 months) Pie chart of Committee Membership Counts Bar chart of Contact count by region Query of Top committees by participant count Query of Top participants by count of committee membership Query of Top orgs by count of committee membership Data Integrity Ind missing primary Ind with no company link Locked out users 18

19 NOTE: The community dashboard represents all records in the database versus the Membership dashboard which deals only with members Alerts Staff lapsing members summary alert Staff new joins alert Staff recent renewals summary alert Staff dropped or reinstated members alert Count of Total members Count of New members Count of Renewals Count of Lapsed members Pie chart of Members by member type Bar graph of Members by region Count of Members by Chapter grid and graph List of New Members List of Lapsed Members List of Members lapsing soon 19

20 Alerts Staff low event registration alert Staff early pricing cutoff alert Staff regular pricing cutoff alert Staff online registration opens soon alert Staff online registration closes soon alert Staff upcoming event alert Staff recent event registrations alert Event revenue total this year vs last year Event registrations this year vs last year Program item registrations this year vs last year Scheduled events this year vs last year Top 10 event revenue pie chart Registrations by member type bar graph Recent and upcoming event list Top events by Registrant Count Top attendees by registrations Data integrity Events missing dates Future events not available for registration Future events not available in search Past events available for registration Past events available in search 20

21 Pending and frozen events 20

22 Capacity filled Total Registrants Days remaining until event Total revenue from registrations Registrants by type list Registrants by type pie chart Registrants by option list Program item registrations list Program registrations by track pie chart Program registrations by category pie chart 21

23 Alerts Staff major donor gifts alert Staff recent large gifts alert Staff recent gifts alert Funds raised this year vs last Number of gifts this year vs last Unique donors this year vs last Average gift amount Funds raised by year line graph Gift item list by number of gifts Source code list by amount Top Donors Top donors list by amount Top donors list by moves manager Top Premiums list 22

24 Alerts Staff low inventory alert Staff popular products this month alert Staff recent orders alert Product revenue this year vs last year Product orders this year vs last year Products sold this year vs last year Unique customers this year vs last year Product sales by member type pie chart Product sales by category bar graph Top products list by revenue Top customers Top customers list by revenue Top customers list by organization Invoices due Invoices due soon Invoice past due Open orders 23

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27 Intelligent_Query_Architect_/Tutorials_ Building_IQA_queries.htm?Highlight=progress tracker 26

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31 lerts.htm 30

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33 Example of an organization goal master table 32

34 Example of a master table for event level sponsor and attendance goals 33

35 Setupa new member type if you wish called SYS System or any other type of your choosing. Create a new member record with this member type. This will likely be the only record of this member type in the entire database. Create a content record and your new panel for your master table. Create a sitemap item pointing to your new master table using the URL parameters field to specify the ID of the SYS record you created. This ensures the data is always stored against that record. 34

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37 Totals for Previous Year Month to Date Total Year to Datetotal 36

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40 Also have a separatedashboard for those 3 and 6 months out from renewal a key period to ensure there have been outreaches to the members. These are powerful dashboards because they are actionable! 39

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