Anne Morrison Email & Phone Number

Boston, Ma, Us

Mashpee, Massachusetts, United States

Present Patterns Studio - The place where giving is graphed.

Massachusetts

Consulting Services, Strategic Plans, and Assessments for Analytics and ReportingIncreasing Insights that Drive Results for Non-profit Organizations, Universities, Data Services Providers, and Consulting Agencies.Innovative, proactive business leader and trusted, collaborative partner to cross-functional groups, executives, and clients. Subject matter expert in fundraising strategy and analytics, with significant expertise in benchmarking, donor segmentation, and the alignment of data with best practices for analytics.Distinct expertise in the distillation of data and metrics into reports and dashboards that reveal critical trends and key findings that drive the development of actionable strategies.Advisory Services:- Strategic plan development- Consulting services that build connections, services, and solutions for bridging fundraisers and analyst/data teams- Business process design- Training and education- Refining requirements for reporting initiatives- Fine-tuning dashboards, reports, analytic content, criteria, and data visualizations- Audits- Analysis- Situation assessments and recommendations

Boston, Ma

- Established the Analytic Consulting department and its suite of offerings. As a result of my leadership and management skills (of products, relationships, and staff), the department was recognized as a top unit in the company for quality client-service, innovative thought leadership, wide and deep fundraising knowledge, driving new service offerings, and shaping product evolution.- Led and instituted cross-team operational systems and procedures- Analyzed fundraising programs and presented high-level trends and key drivers to senior leadership, development staff, and conference audiencesKey Contributions:- Secured 90%+ client retention; achieved increases in product line revenue every year- Increased multi-channel and cross-channel analytic capabilities across the product suite and created best-in-class data visualization of fundraising trends with Tableau.- Built 1st Sustainer Summit for 38 large, leading organizations; presented sustainer giving trends- Established process for product enhancements, change submissions, data quality control procedures, and product releases- Championed initiatives and operational improvements to enhance client communications, issue escalations/responses- Used Salesforce to simplify scheduling and cross-team management for service delivery- Expanded collaborative benchmarking from sector-based groups to fundraising strategy groups (online/offline, sustainer, membership) and created analytic content to serve vertical market needs (members, tribute giving, events, grateful patients, etc.); expansion continued with a focus on mid-level and leadership giving trends.- Created the first global, collaborative peer benchmarking project for several INGOs (i.e. UNICEF, Save the Children, UNHCR, Greenpeace, World Vision, WWF)- Prepared and presented custom analysis, using Tableau, of sustainer, and one-off giving trends, opportunities, and challenges at global development meetings with international fundraising directors.

Cambridge, Ma

- Managed the release and servicing of a new analytic application that deepened client understanding of donor lifecycle trends, leveraging donor attributes, model scores, and behavioral data stored in CRM systems. - As product manager, I drove market-driven, client-centric product development to expand product offerings and consultative services (250% growth in products). - Using our donor-centric analytic application, I analyzed fundraising trends that encompassed the full donor journey from direct response through events, mid-level giving, major gifts, and planned giving. Key Contributions:- In inaugural year, we achieved 82% retention rate on clients purchasing the new analytic application and of those clients, 55% upgraded- Product sales more than doubled in 3 years after I released this product to sales and production teams; Another key to our success was that our clients became product advocates.- Proactively created and streamlined operational processes to expand production to a wider staff-base in cross-team, collaborative work groups; improved communication between teams, created process documentation, and drove accurate execution of protocols for specifications.- Consulted with CRM database conversion team and clients to implement analytic “smart-fields” for advanced, client-specific, segmented analysis and reporting capabilities; lifted client satisfaction and feature-usage rates.- Collaborated on team transition/change management upon acquisition by Blackbaud.

- Guided all aspects of clients’ direct response marketing programs including strategic planning, creative, program execution, budgets, audience segmentation, campaign analysis, donor lifecycle analysis, list planning, and execution.Key Contributions:- Achieved ambitious fundraising goals for clients while aligning services to meet Epsilon’s revenue targets.- Hired, trained, and managed account staff; managed dotted-line staff in collaborative, matrix environment.- Simplified client execution for campaign segmentation, alleviating hectic workflow for small team; resulted in achievement of donor loyalty KPIs and campaign goals. - Built first-ever national office direct-mail program for new client; developed fundraising program pro forma, executed strategic plans, and reported performance to senior leadership.Clients included Catholic Relief Services, Covenant House, Mercy Home for Boys and Girls, North Shore Animal League, and Volunteers of America. Promoted from Account Manager position.

- Manager of the direct mail program, special sales/corporate program, and the trade retail marketing initiatives for Allyn & Bacon’s professional book publishing brand, “Longwood”. - Responsible for budget and achievement of revenue goals. In the last 3 years in this role, increased direct mail sales by over 60% and increased sales via retail and wholesale channels by 11% after launching new marketing and sales initiatives. - Created several new initiatives including: a cross-sell program at our call center and a customer loyalty program. - Developed all direct marketing strategy including message, product mix, offer, format, and audience.- Managed all aspects of implementation including list rental, copywriting, design, and campaign analysis. Promoted from marketing coordinator position.