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Grant Partner Toolkit

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  • Research, Data, and Analytics Resources

    These resources are intended to provide United Way for Southeastern Michigan’s partner network with access to information that we as an organization have learned from and reference often in our work. Our hope is that by sharing these resources the network will be better equipped with tools and knowledge to strengthen applications, collect relevant data, inform decision making, and produce meaningful reports. If you have additional resources to share with the group or questions about the content provided, please contact the Research, Data, and Analytics team by emailing DataAnalytics_Service_Account@unitedwaysem.org.

    Goal Setting
    Industry Standard Resource List This document contains a list of resources that can be referenced for data points and target setting. View/Download
    Logic Model Checklist This document describes the purpose of a logic model and items to consider during development. View/Download
    Data Collection
    Survey Best Practices Guide This document contains information to consider while developing and/or administering a survey. View/Download
    Data Analysis
    Excel Quick Tips This document provides an overview of common excel formulas and features. View/Download
    Data Justice
    Data Justice Guidebook This document provides guidance and resources for how to approach the data life cycle through a DEI mindset. View/Download
    Storytelling and Visualization
    ArcGIS Tutorial This is a series of videos that introduce users to ArcGIS online. Tutorials include importing data, creation, design, and analysis of layers, managing and updating data, and overview of apps, dashboards, and story maps.

    Note: ArcGIS requires a paid license for use.
    Importing Data & Creating Layers
    Basics of Creating a Map - Layers, Design, and Pop Ups
    Analyzing layers
    Updating Data for a Map
    Creating new fields
    Managing Data and Maps
    Apps, Dashboards, & StoryMaps
    Audience Mapping Worksheet by Pivot Data Design This document provides guidance for prioritizing audience members, considering what matters to them, and how you will present it. View/Download
    Evergreen Quantitative Chart Chooser by Evergreen Data This document is a decision tree that helps users determine which option(s) are best for visualizing their data based on number of categories, points in time, correlation, and summarization. View/Download
    Evergreen Qualitative Chart Chooser by Evergreen Data This document is a decision tree that helps users determine which option(s) are best for visualizing their data based on how it is being reported, how it was collected, and if it was collected over time. Go to site
    Flourish Tutorial This is a series of video tutorials on how to build various visualizations including cards, marker and projection maps, line chart races, network graphs, survey data, and before/after photos in Flourish, a free online resource. Introduction to Flourish
    Survey Templates
    Photo Slider
    Projection Map
    Mapping Intro & Marker Maps
    Line Chart Race
    Flourish Card
    Rate My Visualization by Evergreen Data This tool allows you to upload a picture of your visualization and view it alongside a series of questions to identify its strengths and places for improvement. Go to site