Gareth Clayton, UKCF & Data Sharing - Online Discussion Notes 06.03.19

Watch the Video!

Top Level Takeaways.

  • UKCF sees huge potential in having a GDPR Compliant databank that can be contributed to and used by Community Foundations.
  • If people don’t understand the reasons they are being asked to give data, it’s hard to motivate them to do it.
  • The uneveness of Salesforce use amongst community foundations has an impact on being able to use it.
  • Do community foundations actually have the capacity to do data entry for UKCF?
  • We could use a ‘principles of data-gathering’ to understand why we are gathering the data and refine methodologies.
  • If SalesForce does too good of a job in capturing data, the knowledge within community foundations might get overlooked

Other helpful stuff:

  • Andy is looking for other CF’s to share and contribute to a training by Hyphen8.
  • Nicola has offered to provide the focus for our next Data Champions call (will start scheduling soon
  • Dirk did an online discussion with Greg Bloom from a US group called Open Referrals that has done lots of work on motivating stakeholders to share data.
  • The face to face workshop on April 5th will take place at the UKCF offices. We will do a soft end at 16:00 for those with long journeys home. Hard end at 17:00


  • Go Round on current data priorities and challenges.
  • UKCF & Data Sharing -
    • why are they focused on data sharing?
    • what’s working
    • what isn’t
  • Q&A
  • Data Sharing Resources and tools
    • Anything to add to the resource library?
  • The next Data Champions Online Discussion
  • The Data Champions F2F Meeting on Building a Data Culture on April 5th

Roll Call

Please put your name, current priorities for using data in your CF and major challenges/blockages to getting that done, if any.

  • Name:

    • Data Priorities:
    • Challenges or Blockages:
  • Steve Mackenzie.

    • Priority: is to figure out the questions we want/need to answer and what data is required to achieve that.
    • Challenges : Capturing data can be easy, figuring out the questions that need to be answered is harder.
      • Ensuring we do not create an undue burden on ourselves or, more importantly our beneficiaries simply to capture data.
      • Time availability and skill set are also limiting factors.
  • Nicola Frost

    • Priorities: I’ve just finished a sheaf of needs analysis reports (happy to share if anyone’s interested, as not yet published on website), and want to collect feedback from our team on (whether and) how they’re used by different audiences and how they might be improved upon.
    • Also, (this is part priority, part challenge) planning a piece of highly strategic qualitative work, drawing on case studies, but presenting ‘successful models’ drawn from this data. Will be interested to see how this is received by an NHS/county council audience used to looking at numbers…

Raw Note from the Conversation on Data Sharing:

They have the possiblity of being a GDPR Compliant data bank to be used by a lot of community foundations. There are some very skilled orgs across the UK that are willing to contribute. Massive amounts of potential.

  • Does Salesforce work in an efficient way?
  • Enable people to input data -
  • Be self-evaluative

#iwill - trying to scrabble to track all the money that was spent - lots of learning from this experience, to understand how to track what is given out and how.

Some Community Foundations use SalesForce well, others do not - it’s uneven and this has an impact on being able to use it.

Questions for CF’s

  • Is it easy to input the data?
  • Do the CF’s know why they are being asked for the data?
    • (If people don’t know, it’s hard to motivate them to give you the data)
  • Is there enough capacity to submit data - data entry?

Question from Vicky

Why is it hard to collect info from CF’s?

How can we use that data to understand why we are making grants and learnings about effective grantmaking, gaps?

How do we make the case that we actually know all this?

Q: Does UKCF know what Data it needs?

We always know what the funders want to know.

Reporting element of Salesforce is overly turgid.

Need to work out some systemic elements

Is Salesforce the right tool? Is it working?

There are variations - #iwill -

They could use a ‘principles of data gathering’ - that we understand why we are gathering data, what are the methodologies? There is an agreement at the beginning.

You need really good case studies.

You need to communicate what can go wrong if data isnot collected properly.

Couldn’t understand the why the data was being collected?

There are issues with Salesforce -

They can’t see everything that CF’s have attributed to programmes?

Andy has asked Hyphenate about how much a training costs - they are interested in joining up with other CF’s training.

Lots of monitoring that hasn’t been submitted to #iwill and it’s overdue for over a year.

A concern that if the data within Salesforce works too well, then the knowledge that is contained within the CF gets overlooked.

Data is a key thing, and impact is a key thing - but they are only one element of grantmaking.

Grantees can feel their real knowledge/experience is overlooked when you just focus on the impact.

Just capturing data is for our end.

Some funders, like Hewlett, are asking grantees just do blog posts rather than a narrative report.

The question on ‘how do we present qualitative data?’ It will remain.

Resources and Tools Shared:

Greg Bloom, Open Referral on Co-Creating Data Standards

Anything to add to the Resource Library?

A suggested topic/volunteer for the next online discussion?

The Next Face to Face Workshop -

Building a Data Culture

April 5th - at the UKCF Offices.


10:00 - Morning Session

13:00 - Lunch

13:30 - Afternoon Session

16:00 - One on one clinics/planning

17:00 - End.