Inside Pencils of Promise: 3 Ways Technology Turns Data into Action

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    15-Jul-2015

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  • Inside Pencils of Promise: 3 Ways Technology Turns Data into Action

    Join the conversation on Twitter.

    Tweet @classy, @PencilsofPromis

    Jackie Roshan Senior Data Operations Manager

    Mike Spear Director, Business Development

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    #Classyedu

    Tweet @classy, @PencilsofPromis

    Join the conversation.

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    Meet Your Host GET TO KNOW JACKIE

    ! Oversees CRM and data analysis

    ! Develops technology solutions to business problems

    ! Makes PoP a more ecient and data-driven organization

    Jackie Roshan Senior Data Operations Manager

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    Table of Contents PENCILS OF PROMISE + SALESFORCE

    Driving day to day business by using data and automating processes

    CLOSING THE LOOP

    Linking donors to the programs they support

    CENTRALIZING IMPACT

    A custom application for tracking impact

    SMART PROGRAM DECISIONS

    Using data to inuence program delivery and decision making

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    Pencils of Promise believes every child should have access to quality education. We create schools, programs, and global communities around the

    common goal of education for all. Tweet this!

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    Core Programs

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    PoPs Growth

    $0

    $2,000,000

    $4,000,000

    $6,000,000

    $8,000,000

    $10,000,000

    2008 2009 2010 2011 2012 2013 2014

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    Section Title 2 Sample Subhead Text How does the Pencils of Promise team rely on Salesforce?

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    Technology Drives Business PENCILS OF PROMISE NEEDED A CRM TO

    ! Centralize all data and make it available instantly (via a cloud-based platform)

    ! Facilitate strategic communication with donors and fundraisers

    ! Analyze campaign ROI

    ! Monitor and evaluate programs and impact

    ! Communicate with team members both local and abroad

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    A CRM for Development

    USES SALESFORCE FOR -

    ! Pipeline management/segmentation

    ! Campaign ROI analysis

    ! Peer-to-peer fundraising

    ! Donor trips to the eld

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    A CRM for Marketing

    USES SALESFORCE FOR -

    ! Email marketing

    ! Campaign ROI analysis

    ! Social media monitoring and listening

    ! Segmented lists for targeted messaging

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    A CRM for Impact

    USES SALESFORCE TO TRACK -

    ! Countries and communities

    ! Schools and programs

    ! Students, teachers, and sta

    ! Impact outcomes: Attendance metrics, progression rates, test scores

    ! Program operations data: Costs, materials, contact information, etc.

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    A CRM for Operations USES SALESFORCE FOR

    ! Project management/task assignment

    ! Cross departmental process automation

    ! Internal collaboration

    ! Recruiting process management

    ! Website inquiries

    ! Mobile access to data

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    Section Title 2 Sample Subhead Text Closing the Loop

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    Section Title 2 Sample Subhead Text

    Closing the Loop: School Dedications

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    Section Title 2 Sample Subhead Text Technology makes cross team

    collaboration possible. It not only informs, but it also drives action.

    Tweet this!

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    Internal and External Departments

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    CONNECTING DONORS TO OUR WORK

    ! Donors want to know where their dollars are going

    ! We dedicate schools to donors and provide them with regular progress reports

    Donors and Development

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    ENABLING FULL TRANSPARENCY INTO HOW PROGRAMS ARE DOING

    ! Constant updates from the eld ensure Pencils of Promise is held accountable for every dollar spent

    ! We continuously monitor our communities and the programs we provide

    Programs and Impact

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    MATERIALS INCORPORATE ALL ASPECTS OF OUR BRAND

    ! Unied voice

    ! High quality design

    ! Consistent messaging

    ! Engaging content for supporters and fans

    Branding and Marketing

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    Sample Subhead Text Centralizing Impact

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    Section Title 2 Sample Subhead Text Why do nonprots use technology for

    fundraising and marketing, but not for programs?

    Tweet this!

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    Salesforce Impact Application

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    Data Inputs

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    Data Outputs

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    Cross Team Communication

    A FEW BENEFITS

    ! Real time updates from teams on the ground

    ! Immediate access to impact data by development and marketing

    ! Website integration/push toward open source impact data

    ! Collaboration between dierent impact teams on the ground

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    Making Smart Program Decisions

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    Section Title 2 Sample Subhead Text

    Strategy is a living, breathing thing. Tweet this!

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    Immediate Intervention

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    GEO-MAPPING

    ! Where are programs working?

    ! What do those areas look like?

    ! Where should we expand?

    Planning for the Future

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    ! Forecasting program scalability and capacity

    ! PoPs focus on Teacher Support Programs

    ! Shift to more tech solutions tablets

    Managing Growth

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    Technology drives growth

    ! Centralizing data allows you to quickly measure results and compare programs

    ! Automating processes makes program delivery ecient

    ! Using technology means less data entry, more program delivery

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    Questions?

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