It's time for end of year fundraising, so you export your data for volunteers, but then gifts come in and spreadsheets need to be refreshed. How do you handle the spreadsheet chaos? Meet my friend Ryan and how they can use good documentation to streamline this very confusing situation! Plus, some good puns!
Like contact sports, "Contact Segmentation" has rules to learn and skills to develop... and sometimes it can make you feel sore/grumpy/bruised. In this post, I offer 4 "Rules of the Game" and 3 Skills that will help you make it to the clean data finish line.
Some ideas for "best practices" on managing memberships from The Spreadsheet Whisperer. If you structure your data properly, you won't have to remember when people re-member. Are you with me?
Part 1 in a mini-series exploring the great, big world of “de-duping” - or, making sure that you don’t repeat the same information twice in a spreadsheet or database. This post includes "instant-gratification" links to tried and true de-duping resources.
How can we make better sign-in sheets that minimize the work for organizers and maximize our capacity to follow up?
Why should we, as changemakers, take data quality seriously? Good Data = Good Organizing Looking for that perfect group of volunteers to plan the next bake sale? Uh oh, is rapid response needed to bail your comrades out of jail? It looks like a phone tree, phone bank, heck, even a contact list is in … Continue reading Why changemakers need good data