Step 2: Get the data

The task below will be automatically checked off once you complete watching the video.


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The main goal for this step is to organize the data using the metrics you identified step one. You can create the spreadsheet on your own, or work with a vendor or your association’s IT department to get the data.

Choose a representative timeframe where the outcome (that is, whether someone has left or not) is known; get as close to the current date as possible, especially in times of uncertainty.

Organize the data in an Excel spreadsheet in the following format:

  • Each row is a unique member
  • A column to identify member
  • A column to identify if the member did not renew (0 = renewed,1 = did not review)
  • One column for each metric from step one



Additional Tools

Open or download the Predicting Member Churn Spreadsheet to view the sample data tab.

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