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How United Way Uses Data from Many Streams to Drive Social Impact

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by

India Swearingen

on 17 February 2015

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Transcript of How United Way Uses Data from Many Streams to Drive Social Impact

How
United Way
Uses
Data from Many Streams
to Drive
Social Impact

United Way
of the Bay Area
Many Challenges
Key Takeaways
Cut Poverty in Half
Systems Issues
Where Do We Leverage Data?
Building Accountability
Transparency
Using data to drive decisions
Our Journey:
A Phased Approach
Data in many places
Little money/resources
Creating a Culture
Program Improvement
Organizational Management
Quick and simple tools
Engaging others in insights
Thought Leadership
Deep dive example of how we use Tableau to answer question
Example:
Community Impact Survey
India Swearingen, MA
Director of Insight
United Way of the Bay Area

iswearingen@uwba.org

Policy &
Advocacy
Learning Objectives
1
. Process of Driving Metrics

2
. Visuals/Reports that Worked

3
. Lessons Learned in Building a Community of Data Users
THANK YOU :)
Systems Changing

programs
Rise Together

collective impact
Process
Utilization
Feedback
211 Call Center- Caller Needs Analysis
SparkPoint Program Dashboard
Annual Bay Area
Nonprofit
Pulse Survey
UWBA
Stakeholder Opinion Poll
Resources From Inception to Completion
Leadership/board has idea
Evaluation + Insight
Process:
Develop questions
Work with teams to send out
Cleaning data
Exporting data
Develop dashboards/analysis
Share insights internally
Department staff
Less Ideal Data Environment
Ideal Data Environment
Characteristics of Less Ideal Data Environment:
Partial View of Data

Disparate Systems

Inconsistent Reports

Non-accessible
Characteristics of Ideal Data Environment:
Visually Representative

Actionable (Inspires Change)

Easy to Use/Accessible

Coordinated Efforts
Civic Engagement
social movement
Phase 1:
Building Data Champions
Phase 2:

Launching Visualizations
Phase 3:

Leveraging Data
Phase 4:

Building Sustainability
1. Allowing time

2. Leveraging others

3. Designing smart
Building Data Champions
How do we keep the momentum?
Early Outcomes
Created conversations around improvement

Identify issue areas/priorities

Shared performance activities with stakeholders
Original SparkPoint Program Dashboard
Phase 1:
Building Data Champions

Phase 2:
Testing out Visualizations

Phase 3:
Finding Ways to Leverage Data

Phase 4:
Building Sustainability
Centralized Data
Finance
Department
Program Staff
Marketing Department
Option 1:
"Commanding Control"
Data
Support
Marketing Department
Program Staff
Volunteers
Finance
Department
Senior Leadership
Option 2:
"Shared Network"
VS.
Full transcript