1. Baseline where you are
Work out where you are as a charity in terms of your data literacy.
You can assess this with Data Orchard’s Data Maturity Index to work out what stage you’re at with your current use of data.
2. Conversations with stakeholders
Speak to leadership teams and stakeholders about where you currently stand with data and how you could transition to be more clever in collecting data to deliver better services.
Provide insight as to how data can improve your services and create a better understanding of users. You can also look at where there is lots of data but it is not in a good format. This highlights gaps within your services and provides a starting point for where to implement data collection.
3. Find tools
Choose the tools that your staff will be most comfortable with and that make sense for your organisation. If you’re already using tools provided by Google, this recipe will function as an extension of your existing work. Similarly, Office 365 offers Power BI, so this could be handy if you already use this software.
Consider how the tools suit your level of data maturity so that you don’t overwhelm your organisation with something that may be too advanced for your current level. You can then consider updating software as you progress in your data literacy.
4. Create a dashboard
Using Google BigQuery and Google Data Studio, create a dashboard to ensure that data visualisations can be provided when reporting to other team members.
5. Train staff
For the Google tools mentioned, you can access learning materials and webinars on how to use the software.
Courses can also be provided on big data and data insights, helping more of your team to be comfortable with data.
6. Continue implementing data in your work
When you find that the work you’ve implemented in one team or section of your organisation has improved, you can start scaling this up to different areas so that your organisation gradually becomes more efficient and data literate.
Provide proof of success to sponsors to fund the continuation of your work in other areas.
Look into additional and more complex tools as you begin to feel more comfortable.
Many thanks to Citizens Advice Manchester for contributing this recipe.
This recipe is licensed under a Attribution-NonCommercial-ShareAlike 4.0 International Licence.
That means you are free to copy, redistribute, and build on the text of this recipe, but only for non-commercial purposes (if you want to use it for commercial purposes, get in touch with us at [email protected]). You must give credit to both Catalyst and Citizens Advice Manchester and link back to this page. If you build on this recipe then you must share your version under this same licence.
Do you have thoughts on this recipe? We would love to hear from you.