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Videos

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PEAK Dinner event 2025 - Video
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SJF Event in NYC - Video
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Bay Are Cohort Video - Aug 2024 (4)
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Upcoming Events

Advance your impact measurement knowledge and skills at one of our upcoming expert-led webinars, events, or speaking engagements, and learn about the conferences where UpMetrics will be in attendance.
 
July 22
Unlocking Nonprofit Growth, Storytelling, & Support through Cohorts
Online

What if your next grant didn’t just fund a project—but invested in your people, your impact, and your long-term success?

Discover how Collaborative Cohorts are providing the tools, coaching, and community nonprofits need to grow your impact, strengthen storytelling, and build relationships with mission-aligned funders.

September 16

Bay Area Cohort H2 Convening

San Francisco, CA

This fall, the Bay Area Cohort will reconvene for an in-person gathering focused on reflection, connection, and continued learning. Grantees will check in on progress, share insights, and deepen collaboration as they work toward more effective, data-driven impact.

September 17-19

GDConnect 2025

Portland, Oregon

We’re excited to attend #GDConnect2025, where funders and partners gather to explore innovation in philanthropy. UpMetrics is looking forward to connecting with the GivingData community, sharing insights, and learning alongside peers driving impact through data and collaboration.

October 27-29

SOCAP25

San Francisco, CA

We’re excited to attend #SOCAP25, where global leaders across the impact ecosystem come together to drive bold solutions to the world’s biggest challenges. With its unique cross-sector approach, SOCAP is where meaningful connections spark collaboration and accelerate change.

November 10-15

Evaluation 2025

Kansas City, MO

UpMetrics is excited to attend Evaluation 2025, focused on transforming evaluation, we’ll explore equity, collaboration, and shared responsibility. This event brings together 2,000+ professionals from diverse backgrounds to explore best practices, new techniques, and lessons learned in evaluation.

 

Guides & Reports

GUIDE

Building Resilience through Collaboration

A Path to Collective Impact

How to strengthen grantee relationships, align around shared goals, and fuel greater impact—through collaboration, not control.

GUIDE

Impact Measurement's Role within Impact Investing

How to prioritize impact measurement & management to help you stand out in the increasingly competitive impact investor landscape.

REPORT

Purposeful Collaboration is the Key to Driving results

A summary of findings from an UpMetrics survey on how foundations and nonprofits are utilizing collaboration today

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GUIDE

How to Make Data Actionable

Learn how to put your data to work and use it to build stronger programs and inspire further action in four key areas - equity, collaboration, optimization, and storytelling.

Guide - How to Build Strong Partnerships with Grantees
GUIDE
How to Build (or Rebuild) Strong Partnerships with Grantees

Discover six practical ways grantmaking executives can build stronger, more equitable relationships with nonprofit grantees, and actionable suggestions for putting these ideas into practice

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GUIDE

Rethinking Reporting

Learn how to rethink reporting at your organization, including clear steps on how to cultivate a learning mindset and examples from different impact organizations so you can see how this concept works in practice.

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GUIDE

Getting Grantee Buy-In

Discover tactics to help shift how your grantees think about impact data - turning impact reporting from a “have to” to a “want to” exercise centered around learning and program improvement.

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GUIDE
Tell your Story of Impact with Data

This guide outlines steps to becoming a more data-driven organization. You'll learn how to gather both quantitative and qualitative data, and weave metrics and narrative together to paint a more compelling picture of your impact.

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GUIDE

Becoming Data-Driven

Learn our 4-Step approach to leveraging your data to make informed decisions,
build capacity, and effectively tell your story of impact.

 

 

Tipsheets & Infographics

TEMPLATE

Impact Framework Worksheet & Template

An Impact Framework helps you clearly define what you do, who you serve, and why it matters so you can measure progress, share your story, and strengthen your work over time. This worksheet and template will help you get started.

TIPSHEET

Data Collection & Visualization

Learn recommended techniques for collecting accurate and relevant data, as well as how to transform it into meaningful visual representations.

TIPSHEET

10 Steps to Building a Successful Survey

Data quality rests on the quality of your surveys - so it's incredibly important to manage them properly! This tipsheet details essential steps to build a successful and sustainable survey.

TIPSHEET

4 Essentials to Telling your Story

Whether you’re looking to tell the story of your impact over the past year or communicate what’s to come, there are a few crucial steps you can take to ensure that you’re hitting all the right points.

TIPSHEET

Tracking Diversity Metrics

This quick tip sheet breaks down exactly how to track diversity metrics that matter—so you can measure what counts, share progress with stakeholders, and drive real change.

TIPSHEET

7 Ways to Unlock your Data Potential

Being data-driven relies on your ability to access, analyze and present data when needed, as well as your tech infrastructure. Here are 7 ways to unlock your organization's potential with data.

 

One-Pagers

ONE-PAGER

UpMetrics IMM Suite

Our IMM Suite gives mission-driven organizations the tools to turn good intentions into clear, data-backed results. This one-pager breaks down how UpMetrics helps you define goals, track progress, and share your impact story with confidence.

ONE-PAGER

Collaborative Cohorts

Our Collaborative Cohort program is a transformative grant opportunity that allows grantmakers to invest in nonprofits by providing peer learning opportunities, capacity-building training, and community-centered technology.

ONE-PAGER

Define+ Services

Define+ is a consulting service that helps organizations quickly and strategically define their impact framework so they can operationalize an effective impact measurement and management strategy.

 

On-Demand Webinars

 

Interactive Demo

 

Podcast Episodes

PODCAST APPEARANCE
The Nonprofit Show

From Silos to Synergy: Creating Collective Collaboration

In this candid conversation, UpMetrics VP of Community Stephen Minix unpacks why real collaboration doesn’t “just happen”—it takes trust, pre-work, and a willingness to shift power. From funder dynamics to performative philanthropy, this episode challenges the status quo and offers a bold framework for building more authentic, equitable partnerships.

PODCAST APPEARANCE
What Do You Know To Be True?

Positivity is a Daily Habit

What fuels authentic optimism? In this energizing episode, Stephen Minix, VP of Community at UpMetrics, shares how positivity became his mindset—not by chance, but by choice. From life lessons learned from his father to the daily practice of showing up with intention, Stephen offers a deeply personal take on how we can all lead with joy, authenticity, and purpose.

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