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Apra PA: Relationship Mapping - Shared screen with speaker view
Pat Estes
22:14
I hope today you will be able to cover family relationships as well. I would welcome tips there!
Apra Chapter
22:53
Hi guys! If you are comfortable with your questions, put them "to all panelists and attendees" so that everyone on here can see. Thanks! :)
Marianne Pelletier
23:24
From Theresa: Fun story - I actually did! My friend brought me to her next door neighbor's party, and I met my husband
Dominic Codera
23:26
What format do you use to present your findings to your fundraisers? Narrative (written down) or graphs?
Marianne Pelletier
23:43
I'll remember to discuss family relationships.
Pat Estes
23:52
Thanks so much!
Pat Estes
25:36
I'd imagine both ways would be helpful, depending on how you are using it
Marianne Pelletier
25:45
Yes, I agree.
Pat Estes
27:12
My development officers, one in particular, HATES subjective ratings...
Pat Estes
28:19
Great! :)
Pat Estes
29:38
qualitative
Marianne Pelletier
29:54
Right, qualitative, not quantitative.
Pat Estes
34:11
Great template
Marianne Pelletier
34:34
I'll share your compliment with Jen.
Barb kunkel
36:12
that was my question, this is good to know
Marianne Pelletier
36:55
Great!
Pat Estes
37:28
Just to make sure I'm on the same page, is the advocate intended serve as a secondary DO (i.e., the one making the ask, or to lead to introduction to DO?)
Marianne Pelletier
38:59
Pat, yes -- the advocate is being asked to make an introduction. I would also think of the advocate as a secondary or volunteer.
Pat Estes
39:32
Thanks!
Pat Estes
40:55
What is the purpose of merging? Just for efficiency?
Marianne Pelletier
42:08
April, I'll show you the automated way to do this. We're showing both methods.
Marianne Pelletier
42:54
Pippa, yes. There is a connection because both are on that board.
Marianne Pelletier
43:36
Pat, the point of finding convergence is identifying the most connected advocates.
Pat Estes
44:43
I've seen this done in Power BI
Marianne Pelletier
44:46
Jeanne, I'll cover your question on my slides.
Pat Estes
44:47
Really neat
Marianne Pelletier
45:01
Yes, Power BI also maps relationships.
Dominic Codera
45:24
iWave shows RelSci connections but only up to 50 of their top connections and how they are connected (i.e. alma mater, occupation, family, boards, etc.)
Viv Chappell
45:49
Question for the group: How are people using Live Alumni for relationship mapping?
Pat Estes
48:40
I was wondering if that was just me
Zach Nussbaum
48:54
Viv: Cross referencing the users' self-reported Linkedin data with your own internal data!
Matt Lachs
48:55
much better!
Dominic Codera
48:58
RE: GDPR in the UK - ensure your organisation has completed a privacy impact assessment (PIA). ICO (UK's information commissioner) has information on doing DPIA: https://ico.org.uk/for-organisations/guide-to-data-protection/guide-to-the-general-data-protection-regulation-gdpr/data-protection-impact-assessments-dpias/what-is-a-dpia/
Jessica Channell-Iler
54:40
Can't see slides again
Pat Estes
54:48
Same
Viola Henning
54:50
I can
Pat Estes
54:58
I see two columns - is that correct?
Viola Henning
55:02
Mine is on full screen though
Jessica Channell-Iler
55:05
it was me, sorry.
Pat Estes
55:35
Is Node XL an add-on for Excel? or different program?
Barb kunkel
55:39
What information d0 you export information out of your database to excel
Dominic Codera
56:13
Node XL is an add-on for Excel
Pat Estes
56:36
Thanks
Pat Estes
57:05
Free?
Dominic Codera
57:11
free
Barb kunkel
57:42
thank you
Dominic Codera
58:54
Also, sometime you may have to play around with your PC permission as some companies settings doesn't allow it. Had to hound the IT people to make it work for me.
Pat Estes
59:17
I'll probably have to do the same
Dominic Codera
01:02:02
Love using Node XL. For those using RE, the info I exported are in the relationship tab.
Pat Estes
01:02:42
This is incredible. I wish my institution's database was robust with this much data
valerie b
01:03:03
yes - scenario would help!
Matt Lachs
01:03:05
Dominic, I'd love to connect offline. email me at matthew.lachs@vaughn.edu. - Matt
megan tope
01:03:12
Is this something that could be built using tableau?
Matt Lachs
01:03:16
We use RE and I'd love to use this!
Pat Estes
01:03:25
Same
Susan Barclay
01:03:59
Any Banner users out there that use this?
Jessica Channell-Iler
01:04:50
Hi, Megan! YES in tableau.
megan tope
01:05:06
Nice! Thank you!
Larissa
01:05:12
Dominic, which relationships tab in RelSci do you export? My relationships?
Pat Estes
01:05:39
Is this factoring in capacity at all then?
Dominic Codera
01:05:40
@pat/matt: I'm on LinkedIn in case I miss your msg.
Pat Estes
01:06:27
Can you provide link? I can view your full name. Here is my LinkedIn: https://www.linkedin.com/in/patrickestes/
Pat Estes
01:06:33
Can't*
Pat Estes
01:07:10
Never mind, I had to expand chat window
Dominic Codera
01:08:14
@Larissa, I haven't found the RelSci on iWave is useful especially if prospect is linked with a big company as it's only up to 50 connections. So I don't export the info from RelSci.
Pat Estes
01:08:48
Same
Dominic Codera
01:09:04
@Marianne, really useful way to use NodeXL ie. looking at the data on the tabular (on Excel) while working on the graph.
Pat Estes
01:10:25
How can we contact either of you for follow-up questions I think of later?
Jessica Channell-Iler
01:13:41
:D :D
Dominic Codera
01:14:24
Other tools I've used are Cytoscape and Gephi (similar to Node XL)
Carolyn Vasquez
01:14:52
Thank you!
Pat Estes
01:14:53
Thanks much!
megan tope
01:14:58
Thank you!
Zach Nussbaum
01:15:01
thanks!
pattipatel
01:15:09
Thanks!
Susan Barclay
01:15:10
Thank you!
Jessica Channell-Iler
01:15:11
Thank you, both!
Toni Thibodeaux
01:15:15
TY!
Sofia Roa
01:15:16
Thank you
Dominic Codera
01:15:21
Thanks guys! really good to have a refresh on network mapping!
Bonnie M
01:15:39
Fantastic!
Larissa
01:15:46
Thanks