Foundations
Data Trustworthiness — How organized and reliable is your data?
Our people and engagement data lives in a single, well-organized system (or consolidated consistently). *
We regularly identify and fix duplicate records and outdated information in our data. *
If I asked three people on our team to define "engaged member," they would give the same answer. *
Our team spends minimal time on data entry, cleanup, or moving data between systems. *
We can pull an accurate count of members/participants in various hot/warm/cold segments right now without checking multiple places. *
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Direction
Strategic Clarity — How aligned and data-informed is your strategy?
If I asked our executive team, "What's our #1 priority this year?", they would all say the same thing. *
Leadership regularly looks at reports/dashboards before making decisions (not after, to justify them). *
We know the exact drop-off point where people stop progressing in our engagement pathway. *
We regularly make decisions to start, stop, or scale things based on data insights. *
We have a written plan for the next 90 days with specific owners and measurable checkpoints. *
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Foresight
Smart Targeting & Activation — How strategic is your outreach?
We strategically target specific people for outreach rather than sending blanket invitations to everyone. *
We have 12+ months of clean historical engagement data available to analyze. *
We have a way to track whether people complete next steps after we invite them (through a system, form, or manual check-in process). *
We sequence our outreach differently based on where someone is in their journey (new visitor vs. regular attender vs. volunteer). *
When we invite someone to take a next step, we know their specific barriers or interests from data (not just guessing). *
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