Data Strategy Learning Series 2023

A Learning Series by TAG

Designed for staff at grantmaking organizations, this series will help you develop a comprehensive data strategy that enables your organization to make informed decisions, streamline operations, and align with industry best practices. By enhancing data literacy, fostering collaboration, and increasing transparency and accountability, you can build a strong data culture that supports your mission, increases your impact, and helps you remain relevant in an increasingly data-driven world.

Data Strategy cover page

Learning Curriculum

TAG’s peer learning curriculum is designed to provide a collaborative learning experience that allows philanthropy professionals to engage with each other and gain relevant insight in a safe environment. Our webinars are led by peers in philanthropy with a deep understanding of the social sector who are eager to share their lessons learned and knowledge with you.

In addition to our webinars, you will have the opportunity to engage with other philanthropy professionals in our peer learning groups. These groups provide a supportive environment where you can share your experiences, learn from your peers, and gain new insights that will help you improve your data strategy.

Join us for the following webinars:

Data Strategy: Developing Your Approach

This webinar is designed for those who are new to data strategy and are looking to develop a comprehensive approach to data within their foundation. Learn the basics of data strategy, how to identify key data needs, build alignment with mission, and create an actionable plan with stakeholder buy-in. This event will include panelists from small, mid, and large grantmaking organizations.

WATCH THE RECORDING (Members Only): Tuesday, June 6, 2023

Data Strategy: System Selection

This webinar will explore how your data strategy impacts system selection for grantmaking organizations. From grants management to accounting, CRM, and donor management, selecting platforms to support your data strategy is key. In this session, you will hear how peers have aligned data strategy to system selection and evaluated options to fit their needs. This event will include panelists from small, mid, and large grantmaking organizations.

WATCH THE RECORDING (Members Only): Wednesday, July 12, 2023

Data Strategy: Organizational Capacity & Governance

In this webinar, you will learn how to effectively collect and manage data while leveraging your organization’s capacity. We will explore strategies that promote efficiency, ethics, and security in data management practices. Additionally, you will have the opportunity to hear from peers who have successfully developed data governance policies that prioritize transparency, nonprofit ownership, quality, and reliability. Join us to identify ways to harness your organization’s capabilities and build a strong foundation for data-driven decision-making. 

WATCH THE RECORDING (Members Only): Tuesday, August 8, 2023

Data Strategy: Integration & Management

This webinar will explore the best practices for integrating and managing data from various sources. You will hear how peers have leveraged tools such as Workato to integrate data from disparate systems. Additionally, we will explore how to streamline data processes and improve data availability for making informed decisions that lead to greater impact.

WATCH THE RECORDING (Members Only): Wednesday, September 13, 2023

Data Strategy: Dashboards & Business Intelligence

In this webinar, you will hear how grantmakers are using data dashboards and business intelligence tools to drive transparency and evidence-based decision-making. The data dashboard showcase will inspire you with examples that present data in a way that is engaging and easy to understand.

WATCH THE RECORDING (Members Only): Tuesday, October 3, 2023 (Large Foundation Dashboards)

WATCH THE RECORDING (Members Only): October 25, 2023 (Small Foundation Dashboards)

Data Strategy: Aligning with Social Sector Initiatives

This webinar will explore the current trends and initiatives in social sector data, and how to align your data strategy with initiatives such as Demographics via Candid and the Philanthropy Data Commons. You will learn how momentum is growing for shared data and collaboration amongst grantmakers.

WATCH THE RECORDING (Members Only): January 16, 2024