McKinley Insights

Moving from Data Informed to Data Optimized

Written by Patrick Glaser, MA, MPA | Jan 14, 2025 3:00:00 PM

Many associations have a love/hate relationship with data and research. While recognizing its importance in providing insights for decision-making, staff may also feel overwhelmed by the challenge of collecting, understanding and interpreting the key information.

However, incorporating a data strategy into your management approach does not need to be difficult or expensive. It does require forethought, planning and sensitivity to the organization’s culture around decision-making.

By focusing on where you are in your data maturity journey, you can take steps to transform your data practices and maximize their impact.

Understanding the Data Maturity Journey

Data is widely available to individuals and organizations. It can be gathered inexpensively from a myriad of secondary sources, such as government statistical portals, social media and universities, or your association’s database. You can also directly collect data to answer specific questions through surveys or interviews with your audience. Most associations tap into one or more of these sources.

Along the path to data maturity, associations typically fall into one of three stages:

  • Low Data Maturity
  • Data Informed
  • Data Optimized

Each stage presents unique challenges and opportunities for improvement.

The Association Data Maturity Model provides an overview of these stages, highlighting their key characteristics and the shifts required to move toward a fully data-driven approach.

This transition requires aligning data practices with goals, building trust in data, and fostering a culture of reliance on evidence-based decision-making.

The Data-Informed Association 

Associations in this stage conduct research tied to specific projects or needs. While they value data, their use can often be inconsistent or siloed.

Common traits:

  • Conducting research efforts lacking coordination across departments.
  • Data is collected purposefully but not systematically.
  • Basic infrastructure supports data use but in an underdeveloped form.

The challenge for data-informed associations is creating a cohesive, strategic approach to data to maximize its value.

The Data-Optimized Association

Associations in this stage rely on empirical evidence for decision-making, supported by significant investment in infrastructure, expertise and governance.

Common traits:

  • Centralized, strategic data collection.
  • Seamless sharing across departments.
  • Clear guidelines for access and analysis.

These organizations understand the value of measuring what matters and using those insights to drive meaningful outcomes.

The Data Maturity Journey

Advancing data stages requires aligning three elements: stakeholder input, a research strategy and consistent data collection.

  • Stakeholder Input: Engage leadership, staff and members to ensure your data strategy aligns with organizational priorities. Build data literacy across all levels and create opportunities for feedback to adapt research initiatives based on needs.
  • Research Strategy: Developing a comprehensive approach includes:
    • Aligning data collection with strategic goals.
    • Defining clear success metrics to track progress.
    • Prioritizing long-term data quality and usability.
    • Ensuring data, metrics and systems scale with organizational growth.
  • Regular Data Collection: Sustainable data collection is essential for becoming a data-optimized association. This means investing in systems and processes that ensure reliable information to support decisions.

Transforming Your Approach

Reaching the data-optimized stage requires intentional investments and a clear focus on three critical areas: people, processes and technology. Each plays a role in transforming your association’s approach to data:

  • People: Equip staff with the skills and roles necessary to use data effectively. Organization-wide data literacy ensures decisions are guided by insights rather than assumptions.
  • Processes: Establish clear governance and feedback systems to ensure data remains consistent, reliable and aligned with organizational priorities.
  • Technology: Invest in tools that centralize data collection and analysis, empowering teams to access targeted insights when and how they need them.

Assessing Your Data Maturity 

One of the biggest challenges associations face in becoming data-optimized is understanding where they currently stand. Leadership and staff often struggle to evaluate their organization's data maturity, especially when different departments operate with varying levels of data sophistication.

What feels like a data-optimized approach in one area might mask significant gaps in others.

To bring clarity to this assessment, start by examining these fundamental questions about your organization's relationship with data:

  • How integrated is data collection and sharing across departments?
  • What role does data play in your organization's strategic planning and decision-making processes?
  • How confident are staff members in accessing and interpreting data?
  • What systems and processes exist to maintain data quality and governance?

Answers to these starting questions often reveal unexpected insights about your data maturity—like discovering your membership team relies heavily on analytics while other departments rarely consult data. You might also find that you have a robust data collection system paired with low team confidence in data interpretation. Identifying these gaps is a positive step that helps focus efforts toward these key indicators of a data-optimized organization.

Signs of a Data-Optimized Strategy:

  • Decision-making consistently relies on empirical evidence rather than assumptions.
  • Cross-departmental collaboration is built on shared data insights and practices.
  • Analytics capabilities evolve to meet changing organizational needs.

Final thoughts

Becoming data-optimized is about cultivating a mindset that puts data at the center of decisions. By assessing your current state of data maturity and taking intentional steps forward, your association can maximize its research efforts to make informed decisions that drive success.

Access the Data Maturity Model for Associations.

Learn more

Are you interested in creating or revitalizing your association’s research and data strategy plan? Get in touch to learn more and find out how we can help deliver a research solution that works for you.