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Proposal For Mozilla Foundation Donor Data: Difference between revisions
Proposal For Mozilla Foundation Donor Data (view source)
Revision as of 00:22, 6 April 2010
, 6 April 2010→Proposal for Capturing Financial Information for Mozilla Foundation
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=== '''Proposal for Capturing Financial Information for Mozilla Foundation''' === | === '''Proposal for Capturing Financial Information for Mozilla Foundation''' === | ||
'''Summary''': Mozilla Foundation amasses data about our donors, the causes they give to and how | '''Summary''': Mozilla Foundation amasses data about our donors, the causes they give to and how the donations match up against our fundraising and engagement targets. We need an effective framework for communicating progress against these targets. | ||
In two-three months, the team aims to use CiviCRM, an open source relationship management tool for nonprofits; it helps track online fundraising and features a donor management component to track and manage contributions to the organization. | |||
In addition, the Foundation could benefit from a system implemented by the MoCo Metrics team. The following is a proposal for an additional method to track and gauge donor data; this would work by using the data retrieval API to query and thread information from the PayPal system by authenticating and retrieving account totals. It may be helpful for doing a comparison of the two data collection methods (CiviCRM and Metrics' data) since both would use information from the PayPal feed. | |||
'''Current Challenge of Process for Fundraising Data Pulling:''' | '''Current Challenge of Process for Fundraising Data Pulling:''' | ||
* PayPal monthly reports are tedious to mine | * PayPal monthly reports are tedious to mine | ||
* It is challenging to view the progress of the campaign | * It is challenging to view the progress of the campaign | ||
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'''Project Timeline:''' Four weeks, approximately. | '''Project Timeline:''' Four weeks, approximately. | ||
'''Teams/Individuals Involved:''' | '''Teams/Individuals Involved and Interviewed:''' | ||
* Mozilla Foundation | * Mozilla Foundation | ||
* Metrics (Metrics Architect), Analytics, Business Intelligence | * Metrics (Metrics Architect), Analytics, Business Intelligence | ||
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==='''General Project Plan:'''=== | ==='''General Project Plan:'''=== | ||
'''Phase I (Week 1.1):''' Among Mozilla Foundation, team members discuss a strategy for automating data pulling | '''Phase I (Week 1.1):''' Among Mozilla Foundation, team members discuss a strategy for automating data pulling. Determine what type of standard reports we will receive with CiviCRM and then discuss what MoFo may also need to determine if Metrics helps in gathering this information. | ||
'''Phase II (Week 1.2):''' Plan 2-3 meetings between the Foundation and Metrics team to determine what decisions need to be made for donations PayPal process | '''Phase II (Week 1.2):''' If MoFo is interested in working with Metrics: | ||
* Plan 2-3 meetings between the Foundation and Metrics team to determine what decisions need to be made for donations PayPal process | |||
* Discussion points for meeting: determine what questions have to be answered | * Discussion points for meeting: determine what questions have to be answered | ||
* Do we direct our focus to manipulate these funds? | * Do we direct our focus to manipulate these funds? | ||
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'''Weaknesses/Threats:''' | '''Weaknesses/Threats:''' | ||
* Accessing PayPal may be challenging to work with if we use an API because of password access | * Accessing PayPal may be challenging to work with if we use an API because of password access | ||
* There is nothing new to this method of data collecting that could be done easily with CiviCRM | |||
* MoFo may not be able to to share financial information when working with teams outside of the Foundation | * MoFo may not be able to to share financial information when working with teams outside of the Foundation | ||
* May be challenging to scrape the data | * May be challenging to scrape the data | ||
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'''Strengths/Opportunities:''' | '''Strengths/Opportunities:''' | ||
* Quicker mining of data | * Quicker mining of data | ||
* Less reliance on an additional and external metrics program | |||
* More accurate results | * More accurate results | ||
* Builds a pipeline for metrics and reporting at Mozilla | * Builds a pipeline for metrics and reporting at Mozilla | ||