7. Association Data Analytics

2.30pm – 5.30pm CEST, 10 June 2024 ‐ 3 hours

Association Strategy

Data and analytics are essential to driving your Association’s success. Your membership data contains invaluable insights into the behaviour of members and opportunities to increase engagement and revenue. This session will address the use of data in your Association, key technologies, what to measure and analyse, and how to forecast. 

In this session, you will gain and understanding of:

• Tthe different uses of data – automation, reporting, prediction, compliance & audit and how mature your Association is in its use of data.
• What you need to measure and how to grow membership and engagement – renewal, recruitment, service usage, engagement scoring
• Common technologies used for data analytics – PowerBI, Tableau, Dashboards, Google Analytics
• How data can be used to predict the future and assess risk
• Considerations around ethics and the use of data
• AIs – ChatGPT, CoPilot, Tableau Pulse - and their use in membership

Session Format

Overview of Data

1. Uses of data (automation, audit, analytics, prediction)
2. Data Strategy
3. Data and Ethics
4. Table Discussion - Data Maturity Model and self-assessment (with group participation)

What to measure

1. Standard measures - recruitment, retention, progression, engagement, cash flow, sensitivity, variation over time
2. Case Study 
3. Table Discussion

Break

Technologies

1. Overview of key systems
2. Overview of key analytics tools
3. Case Study –  A data journey
4. Table discussion                                   

Prediction and forecasting

1. Predictive modelling and risk                         
2. Case Study                                                      
3. Table Discussion                                  

AI and it’s use

1. ChatGPT, CoPilot, Gemini, Tableau Pulse,  and current uses by membership organisations

The format and content may be adapted to more closely match the requirements of delegates as provided in the input form. 

Speakers

Charles Veal

Consultant, Membership Insights

Find out more

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Charles Veal

Consultant, Membership Insights

Charles is a strategic business leader with extensive experience in the private and not for profit sectors. Skilled with data analytics, digital transformation, managing change and leading open and collaborative working cultures; creating effective business strategies; devising clear and efficient business processes and management reporting; new service development; and managing profit and loss to deliver increased revenue.

Career covers working for companies in membership, the built environment and healthcare to education and finance and in organisations from corporations and public sector to SMEs and start-ups.

Specialities: Digital transformation, leadership, strategy, CRM, project management, operations management, new service development, business process mapping, digital marketing, profit and loss management, culture and organisational change, business processes, customer service, event production, finance and public speaking.
 

: https://www.membershipinsights.co.uk
: charlesveal