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Data Collection Plan

Help Tax-Aid identify their program’s success metrics and teach them how to collect and analyze data to regularly measure the effectiveness and impact of their programs.
Tax-Aid
San Francisco, CA, USA
Tax-Aid
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Tax-Aid
San Francisco, CA, USA

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Cause
Human services
Skills
Data analysis Research

Posted February 6th

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Data Collection Plan

Project details

What we need
  • A set of key metrics to regularly track
  • Spreadsheet tool to collect data on key metrics with accompanying tables and graphs for analysis
  • Training for best practices on data collection
  • Training on how to use the spreadsheet and analyze key metrics
  • Note: This project does not include data entry or analysis
What we have in place
  • We currently have years of data, which should make it easy for you to get started. We also have time to work on this before our tax season starts, and the ability to provide any other information you need.
How this will help
This project will save us $6,868 , allowing us to report out data to our community on a regular basis.

We need your Excel expertise! We would like the ability to report out our client and volunteer statistics on a weekly basis. We are currently using Excel to do this but our spreadsheets need a makeover and fresh set of eyes. Can you help us?

Project plan

P
Prep: Initial Conversation, Defining Success & Goal Setting
  • Volunteer Manager shares relevant materials describing their programs
  • Professional facilitates conversation with Volunteer Manager to determine what constitutes program success
  • Professional and Volunteer Manager agree on goals, timeline, and next steps for the project
1
Milestone 1: Professional Identifies Key Metrics
  • Professional comes up with a set of key metrics to track
  • Professional outlines how to track each metric, including frequency of measurement and unit of measurement
2
Milestone 2: Data Collection & Analysis Tool Created
  • Volunteer Manager provides feedback on the suggested metrics
  • Professional incorporates feedback into final set of metrics
  • Professional creates a spreadsheet for Organization to collect data, along with relevant tables and graphs to help analyze data
3
Milestone 3: Team Training Session
  • Professional trains team members how to collect the data points and enter them into the tool
  • Professional trains team members how to run reports and use them for analysis
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About the org

Tax-Aid
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Causes
Human services Community & economic development
Posted by
Jill S
Jill S.

Executive Director

Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Read the Impact Story
Wow Sanya was absolutely amazing. She produced an outstanding product for us that we will be able to use for years to come. She has taken our data collection and reporting to the next level. Sanya was responsive, patient and treated this project in a truly professional manner.
Jill S.
Jill S.

Executive Director

Data Collection Plan Project

(No testimonial has been submitted by Sanya)
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