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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 January 9th

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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 are looking for a dedicated volunteer to help carry this project through. We have been working with some college student volunteers to create a system using Tableau but the project finished. Can you help us to set up a system and generate regular reports of important metrics like how many people we serve, their average income, tax refunds and more?
How this will help
This project will save us $6,868 , allowing us to focus on helping clients

The data you help us collect will be used to report results to our funders and to keep our volunteers motivated to see how many people they are helping

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

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