DAFCG Benchmarking Project Roadmap

Timeline Aug - Dec 2025

Target ~100 Participants

Deliverable Industry Report

Team Mack (~20hrs) + Lisa

AUG (17-31)

SEP

OCT

NOV

DEC

1

ACQUISITION

Lead: Mack

~205 test

Infrastructure & Test

• Set up Active Campaign

• Deploy landing page

• Test with ~205 prospects

~+500

Scale Outreach

• Add ~500 new prospects

• LinkedIn campaigns

• Email sequences

• Partner channels

~1,500+ total

Full Scale Operations

• Add ~800+ prospects

• Referral programs

• Speaking engagements

• Close remaining participants

2

GATHERING

Lead: Mack + Lisa

Survey ready

Setup Survey Tool

• Create survey flow

• Test data collection

• Consent forms

~100 firms

Active Data Collection

• Participant onboarding

• File submissions

• Follow-ups and support

• Data quality checks

Closed

Final Collection

• Last submissions

• Data validation

• Thank participants

3

PROCESSING

Lead: Lisa

Data warehouse

Infrastructure Build

• Setup data warehouse pipeline

• Cloud storage buckets

• Extraction scripts

• Test with friendlies

Automated

Production Processing

• Process incoming files

• Data normalization

• Quality assurance

• Build comparability framework

Complete

Finalize Data

• Final validation

• Lock dataset

• Prepare for analysis

4

ANALYSIS

Lead: Mack

Insights

Deep Analysis

• Statistical analysis

• Industry benchmarks

• Pattern identification

• Case studies

• Key insights extraction

5

REPORTING

Lead: Mack

Dec 31

Report Creation

• Write full report

• Create visualizations

• Executive summary

• Distribution

Critical Milestones

Aug 18

Mack Returns

Aug 25

Infrastructure Ready

Aug 31

Test Complete (~10-15)

Sep 15

~30 Participants

Sep 30

~60 Participants

Oct 31

~100 Participants

Nov 30

Analysis Complete

Dec 31

Report Delivered

Completed

Active/Current

Future