Reporting & Metrics
Reporting & Metrics
Section titled “Reporting & Metrics”Effective reporting demonstrates the impact of DAP in your state and helps secure continued support for the program. This guide covers what to track, how to report, and how to use data to improve.
Why Tracking Matters
Section titled “Why Tracking Matters”| Purpose | Benefit |
|---|---|
| Demonstrate impact | Shows National and lodge leadership what DAP accomplishes |
| Secure resources | Data supports requests for materials, funding, and support |
| Identify gaps | Reveals which lodges need help and which are excelling |
| Improve program | Trends help you focus efforts where they matter most |
| Recognize success | Provides basis for acknowledging outstanding performers |
If It's Not Measured...
Unmeasured activities are invisible. The work your lodges do only counts toward state and national totals if it’s reported in CLMS.
Key Metrics to Track
Section titled “Key Metrics to Track”Activity Metrics
Section titled “Activity Metrics”| Metric | What It Measures | Why It Matters |
|---|---|---|
| Youth Reached | Students who received DAP education | Core mission measure |
| Community Contacts | Adults reached at events | Broader community impact |
| Presentations | School/community presentations delivered | Direct education activity |
| Events | Community events, health fairs, Red Ribbon activities | Visibility and outreach |
| Materials Distributed | Brochures, books, ribbons given out | Resource utilization |
Volunteer Metrics
Section titled “Volunteer Metrics”| Metric | What It Measures | Why It Matters |
|---|---|---|
| Volunteer Hours | Total time contributed by volunteers | Investment of Elks members |
| Active Volunteers | Number of people participating | Team size and engagement |
| Active Lodges | Lodges with logged DAP activity | Program breadth |
Contest Metrics
Section titled “Contest Metrics”| Metric | What It Measures | Why It Matters |
|---|---|---|
| Schools Participating | Schools that submitted entries | Contest reach |
| Total Entries | Number of contest submissions | Student engagement |
| State Winners | Entries submitted to National | Competition success |
Data Collection
Section titled “Data Collection”CLMS as Primary Source
Section titled “CLMS as Primary Source”All DAP activities should be logged in CLMS by Lodge Chairs. Your role is to:
- Ensure lodges are logging activities
- Monitor for gaps in reporting
- Follow up with non-reporting lodges
- Aggregate data for state-level reporting
Supplemental Tracking
Section titled “Supplemental Tracking”Some data isn’t in CLMS. Consider tracking:
Contest Data:
| Lodge | Schools Contacted | Entries Received | Winners Submitted |
|---|---|---|---|
| #100 | 5 | 12 | 3 |
| #101 | 3 | 8 | 2 |
Lodge Activity Summary:
| Lodge | Q1 Activities | Q2 Activities | Q3 Activities | Q4 Activities | Status |
|---|---|---|---|---|---|
| #100 | 3 | 5 | 4 | 2 | Active |
| #101 | 0 | 1 | 2 | 1 | Emerging |
| #102 | 0 | 0 | 0 | 0 | Inactive |
Reporting Rhythm
Section titled “Reporting Rhythm”Monthly
Section titled “Monthly”To Yourself:
- Review which lodges have logged activities
- Note any lodges with no activity
- Track progress toward annual goals
Optional to National:
- Share significant activities or successes
- Flag any issues needing support
Quarterly
Section titled “Quarterly”To National Directors:
- Summary of state activity
- Lodge participation rates
- Challenges and support needs
- Success stories
To Your District/Lodge Chairs:
- Progress update
- Recognition of active lodges
- Encouragement for inactive lodges
Annually
Section titled “Annually”Year-End Report:
- Total youth and community reached
- Total volunteer hours
- Total events and presentations
- Lodge participation summary
- Contest participation
- Key accomplishments
- Goals for next year
Creating Effective Reports
Section titled “Creating Effective Reports”Report Structure
Section titled “Report Structure”Executive Summary
- 2-3 key highlights
- Total reach (youth + community)
- Total volunteer investment
Activity Detail
- Events and presentations by type
- Geographic distribution
- Seasonal patterns
Lodge Participation
- Active vs. inactive lodges
- Improvement trends
- Standout performers
Contests
- Participation numbers
- Winners and recognition
Challenges & Opportunities
- What’s working
- What needs attention
- Support requested
Next Steps
- Priorities for next period
- Goals and targets
Sample Quarterly Report
Section titled “Sample Quarterly Report”QUARTERLY DAP REPORT - [STATE]Period: [Quarter/Year]
HIGHLIGHTS• Reached 2,450 youth through 18 presentations• Red Ribbon Week: 12 lodges participated, 5,000+ ribbons distributed• 3 new Lodge Chairs recruited and onboarded
BY THE NUMBERSYouth Reached: 2,450Community Contacts: 1,200Presentations: 18Community Events: 8Volunteer Hours: 285Materials Distributed: 3,500
LODGE PARTICIPATIONActive Lodges: 15 of 22 (68%)Improving: 3 lodges increased activityNeeds Attention: 4 lodges with no activity
CHALLENGES• 4 lodges without active Chairs• Difficulty accessing 2 school districts
SUPPORT NEEDED• Materials for new lodges• Help recruiting Chairs for inactive lodges
NEXT QUARTER PRIORITIES• Contest promotion (deadline April 15)• Recruit Chairs for 4 vacant lodgesUsing Data for Improvement
Section titled “Using Data for Improvement”Identifying Patterns
Section titled “Identifying Patterns”Look for:
- Geographic gaps: Are certain areas underserved?
- Seasonal patterns: When are lodges most/least active?
- Activity types: What are lodges doing most/least?
- Participation trends: Are more or fewer lodges participating over time?
Questions to Ask
Section titled “Questions to Ask”| Pattern | Questions | Possible Actions |
|---|---|---|
| Lodge inactive for 2+ quarters | What’s the barrier? Chair vacancy? Lack of support? | Direct outreach, recruit new Chair |
| Strong Q3, weak Q4 | Is January-March being neglected? | Emphasize contest promotion |
| Low materials distributed | Are lodges requesting materials? | Proactive distribution, education |
| High events, low presentations | Are lodges reaching schools? | School outreach training |
Benchmarking
Section titled “Benchmarking”Compare your state to:
- Previous year performance
- Similar-sized states
- National averages (when available)
Reporting to National
Section titled “Reporting to National”What National Directors Want to Know
Section titled “What National Directors Want to Know”- Impact: How many youth and community members reached?
- Engagement: How many lodges are actively participating?
- Challenges: What obstacles are you facing?
- Support Needs: How can National help?
- Success Stories: What’s working well?
Convention Report
Section titled “Convention Report”Prepare for Grand Lodge Convention:
- Year-in-review summary
- Key metrics and trends
- Standout achievements
- Goals for coming year
Recognizing Success with Data
Section titled “Recognizing Success with Data”Lodge Recognition
Section titled “Lodge Recognition”Use data to identify and recognize:
- Most active lodge
- Most improved lodge
- Highest youth reached
- Best contest participation
- Most volunteer hours
Volunteer Recognition
Section titled “Volunteer Recognition”Data supports recognizing:
- Consistent contributors
- Event leaders
- School partnership builders
- Contest champions
Sample Recognition Announcement
Section titled “Sample Recognition Announcement”“Congratulations to Lodge #123 for reaching over 500 students this quarter through school presentations! Their dedicated team, led by Lodge Chair Jane Smith, delivered 8 presentations across 5 schools. Outstanding work!”
Tools and Templates
Section titled “Tools and Templates”Simple Tracking Spreadsheet
Section titled “Simple Tracking Spreadsheet”Create a spreadsheet with tabs for:
- Lodge Summary: Activity by lodge by quarter
- Monthly Detail: Individual activities logged
- Contest Tracking: Contest participation by lodge
- Year-over-Year: Comparison to previous years
Dashboard Metrics
Section titled “Dashboard Metrics”If you want a quick-view dashboard, track:
- Total youth reached YTD
- Total volunteer hours YTD
- % of lodges active this quarter
- Contest entries received vs. goal
Common Reporting Challenges
Section titled “Common Reporting Challenges””Lodges aren’t reporting in CLMS”
Section titled “”Lodges aren’t reporting in CLMS””Solutions:
- Regular reminders about logging
- Training on how to use CLMS
- Follow up with non-reporters
- Have District Chairs check in monthly
”I don’t have time to compile reports”
Section titled “”I don’t have time to compile reports””Solutions:
- Keep running totals throughout the quarter
- Create simple templates you reuse
- Delegate data gathering to District Chairs
- Focus on key metrics, not exhaustive detail
”The numbers don’t look good”
Section titled “”The numbers don’t look good””Solutions:
- Focus on trends and improvement, not just totals
- Highlight success stories alongside numbers
- Be honest about challenges and your plans to address them
- Remember: accurate data is better than inflated data
Data Tells Your Story
Good reporting isn’t about impressing people with big numbers. It’s about honestly showing the work being done and using that information to improve. Start simple, be consistent, and the insights will follow.