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Optimising return
on investment
Clara Avery
Head of Research and Insight

Wednesday 20 March 2013
What we’ll cover…

    1. The   Macmillan team and our ambition
    2.Why    we love data and which data we love

    3. The   role of insight in planning and evaluation
    4. Delivering   success – applying insight
Us (and you)
Some of our achievement in 2008
Redesigned
                           operating
                            model



Directorate operating model
Consumer
     Intelligence
                       Data Insight


     Commercial
     Intelligence
                       Data Analysis



     Philanthropic
      Intelligence




Research & Insight team functions
Examples of data insight and analysis
                 • EXPLORATORY PROSPECTING
                 • CAMPAIGN / ACTIVITY SPECIFIC REPORTING
  Analysis       • AUTOMATED DASHBOARDS
                 • DATA / SYSTEM ISSUE ESCALATION
                 • MANAGEMENT OF DATA CLEANSING AGENCY



              • POPULATION SHIFTS / CUSTOMER AUDITS
              • AUDIENCE PRIORITISATION /TARGETING
 Insight      • MOTIVATION MODELLING
              • PROPENSITY MODELS
              • SEASONALITY / LOCALISATION / ECONOMETRICS
              • SUPPORTER / CUSTOMER JOURNEYS
We heart data
animation
1.   Impacting trends         2. Demographics
           The social, political,    The kind of people or orgs
       technological and economic      they are; age, wealth,
            world they live in       health, location, industry



         3.    Behaviours             4.    Motivations
       The actions they take with     The reasons they take
        us; how much/often they           those actions
       give, the products they buy




Building supporter & market insight
Mobile internet use at home is increasing
rapidly
   ‘Which, if any, of the following have you ever done?
   Used the internet on your mobile phone while you were at home’




       Source: nVision Research I Base 2,000 online respondents aged 16+, GB
Our core supporters
Tastes, preferences and passions, acquired as a
result of an individual’s social experiences
motivate giving decisions.

Personal and professional backgrounds, shape
‘philanthropic autobiographies’ and influence
donors’ choice of beneficiaries.


Kent University, Centre for Charitable Giving and Philanthropy
Findings of a study of donor perceptions of the nature and
distribution of charitable benefit
Dr Beth Breeze



How donors choose charities…
Being charitable and caring


           Being                   Cause
           asked                 Experience


                    Experience of
                   our services and
                       products

Key support drivers for our donors
Top Down
                strategic
               objectives

    External
  Market Insight


               Bottom Up
                 product
               performance



Becoming market lead
Invested in
90000
               known winners
80000


70000


60000


50000


40000


30000


20000


10000


    0
        2005   2006   2007   2008   2009   2010   2011   2012   2013       2014   2015   2016   2017   2018   2019   2020

                                                     Stretch    Original




Individual marketing income
Understanding our challenges and
applying insight drives our growth




2012                           2013
£10m                            £15m
2010             -        2012
      £8m                     £15m

     £0.8m                    £5m

Growth through optimisation
Thanks!

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Optimising return on investment

  • 1. Optimising return on investment Clara Avery Head of Research and Insight Wednesday 20 March 2013
  • 2. What we’ll cover… 1. The Macmillan team and our ambition 2.Why we love data and which data we love 3. The role of insight in planning and evaluation 4. Delivering success – applying insight
  • 4.
  • 5. Some of our achievement in 2008
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. Redesigned operating model Directorate operating model
  • 11. Consumer Intelligence Data Insight Commercial Intelligence Data Analysis Philanthropic Intelligence Research & Insight team functions
  • 12. Examples of data insight and analysis • EXPLORATORY PROSPECTING • CAMPAIGN / ACTIVITY SPECIFIC REPORTING Analysis • AUTOMATED DASHBOARDS • DATA / SYSTEM ISSUE ESCALATION • MANAGEMENT OF DATA CLEANSING AGENCY • POPULATION SHIFTS / CUSTOMER AUDITS • AUDIENCE PRIORITISATION /TARGETING Insight • MOTIVATION MODELLING • PROPENSITY MODELS • SEASONALITY / LOCALISATION / ECONOMETRICS • SUPPORTER / CUSTOMER JOURNEYS
  • 15. 1. Impacting trends 2. Demographics The social, political, The kind of people or orgs technological and economic they are; age, wealth, world they live in health, location, industry 3. Behaviours 4. Motivations The actions they take with The reasons they take us; how much/often they those actions give, the products they buy Building supporter & market insight
  • 16.
  • 17. Mobile internet use at home is increasing rapidly ‘Which, if any, of the following have you ever done? Used the internet on your mobile phone while you were at home’ Source: nVision Research I Base 2,000 online respondents aged 16+, GB
  • 19. Tastes, preferences and passions, acquired as a result of an individual’s social experiences motivate giving decisions. Personal and professional backgrounds, shape ‘philanthropic autobiographies’ and influence donors’ choice of beneficiaries. Kent University, Centre for Charitable Giving and Philanthropy Findings of a study of donor perceptions of the nature and distribution of charitable benefit Dr Beth Breeze How donors choose charities…
  • 20. Being charitable and caring Being Cause asked Experience Experience of our services and products Key support drivers for our donors
  • 21. Top Down strategic objectives External Market Insight Bottom Up product performance Becoming market lead
  • 22. Invested in 90000 known winners 80000 70000 60000 50000 40000 30000 20000 10000 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Stretch Original Individual marketing income
  • 23. Understanding our challenges and applying insight drives our growth 2012 2013 £10m £15m
  • 24. 2010 - 2012 £8m £15m £0.8m £5m Growth through optimisation