Community-Building Organizations – Community centers, JCC, BJEs, synagogues, churches
Suite of Services for Synagogues and Churches
Community Member Surveys
Measuring Success uses data-driven tools like customer surveys and financial models to frame clients’ decisions and enable a shift to fact based decision making. Many non profits, unfortunately tend to make decisions with very little data, using anecdotal observation, emotion, and influencers. This often leads to inconsistent and poor results. We generate observations and recommendations by directly soliciting stakeholder feedback to the status quo, determining causations and correlations, and teaching leadership to absorb the data and its strategic implications. Clients receive a customized report that details our analysis and findings with detailed, actionable recommendations for change.
- Gain a more accurate understanding of the needs, desires and expectations of your congregation.
- Benchmark and track the impact of your organization on the community it serves.
- Compare the performance of your congregation against that of other synagogues within your peer group.
- Find out which board and development activities (e.g., giving, soliciting, training and self-assessment), correlate with your organization's financial health.
- Use the Benchmark Report to fundraise from donors who ask for a clear plan and measurable ROI.
Strategic Financial Modeling Tools
The Strategic Financial Modeling Tool enables organizations to get into a “flight simulator” to test the financial consequences of various inputs, strategies, and financial decisions played out over 5 years. Since finance drive changes in strategy, this tool enables organizations to dynamically generate various scenarios of their future finances under various strategies. In the simulator, organizations can perform if-then planning in real-time by simultaneously “pulling” on various levers and “pushing” various buttons. The tool allows leaders to address trade offs such as tuitions fees, enrollment, financial aid awards, expenditures and fundraising. Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources the organization can raise and spend.
- Financial modeling will help your organization address the strategic challenges and trade-offs of market position, membership, value proposition, expenditures, tuition, financial aid, fundraising, and savings.
- Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources their organization is to raise and spend.
- Using our tools to model the scenarios you’ve been contemplating and to understand the strategic and financial sustainability of those options will help to inform your board and leaderships conversations with data and not anecdote or conjecture.
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"What a great two day conference. I'm exhausted but also full of thoughts, which is good. We are very excited about this program."
Monthly Newsletter
How Do You Create a Data-Driven Culture at Your Organization?Our client wanted to instill a data-driven culture in his company. He knew that if his organization began to think in a data-driven way, he could improve its outcomes and effectiveness. To get started, he needed a go-to guide that would get his staff on board.
We gave him a quick, easy-to-digest version of our 7 Steps to Data-Driven Decision Making. Now, we want to share this information with you.
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Happenings
February 6: Baltimore, MD – GrapeVineFebruary 6-7: Boston, MA – Foundation and School Performance Measurement
February 13-16: New York City – Data Driven Decision Making for Synagogues
February 27-29: Seattle, WA – Independent Schools Conference
March 4-6: Washington, DC – AIPAC
March 12-14:Seattle, WA – GEO Conference
March 19-22:Tel Aviv, Israel – JFN Conference
