I want to be very clear about something: there isn’t one right way to do data. Data strategy is a journey, and (contrary to many articles on the internet) there is no list of metrics that you absolutely must track to be successful. Nonprofits vary widely in their goals, values and revenue models, and their analytical needs differ, too.
If you work at a small nonprofit and are developing your first data strategy, my number one piece of advice is simple: start where you are. In other words, think about what you want to accomplish and the capacity you have. Then, choose a first step that is meaningful and manageable for your team.
Here are some specific steps to take as you are getting started:
Get clear about your goals: What do you want to be able to do that you can’t now? Think about your current goals. Are you trying to reach more constituents? Attract more donations? Tell your impact story? Be as specific as possible.
Don’t try to do everything at once. Instead, choose a meaningful goal or urgent project and start there. Whatever is most important to you right now is likely a good place to start.
Assess your existing data: Do you have the information you need to achieve your goals? If not, what specific pieces of information are you missing? How will you use that data if you are able to start collecting it?
Think carefully about what data you really need. Keep it simple, and make sure the data you plan to collect (or analyze) ties back to your goals. For every new bucket of data you want to collect, make sure you can identify a specific action or decision you will take based on that data.
Right-size your data tools: Purchasing the newest, shiniest tool can be very tempting, but it will only be useful if you have the expertise on your team to use it well. Starting out with a tool that is too big for you can cause frustration and create resistance among your team. A lot of data projects fail for this reason.
Instead, aim to select the simplest tool that meets your near-term needs. This may mean starting with reports built in Excel or Google Sheets. By the time you outgrow your first data tools, you will have a much better idea what additional features you need.
Make sure you have the bandwidth: Be honest. Do you have the time to both implement and manage your new data strategy? If not, is there a way you can scale back or break the work down into smaller pieces?
To succeed, your data strategy must be sustainable for your team. That means making sure you can realistically devote the time needed to implement new tools, maintain systems and analyze new data. If you can’t, your data strategy will fizzle out quickly.
Remember — it is completely OK to start small. Focus on choosing a meaningful, manageable first step. Select a project that will have a real, positive impact for your organization. This will provide an immediate win for you and your team!
As your team sees that data projects can make their work easier, engagement and enthusiasm will grow. Over time you will be able to implement bigger and even more impactful changes.
Data strategy doesn’t have to be overwhelming. Start where you are, set one or two clear goals and get started. By taking small steps, you will see positive changes quickly. And before you know it, you will have a robust, powerful data strategy that works for your organization.
Have more questions about building a data strategy?
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