Building better relationships with your supporters will help you accomplish your mission. But how can your database help in creating those relationships?

1. Building Better Relationships:
It’s all about that base

2. DATA
entry is a foundational building
block to learning more about the
people that support your
organisation
Photo Credit: Steven Depolo

3. However having
BADDATA
in your database
is costly.

4. Bad data can lead to:
inaccurate data
misinformation
incorrect assumptions
poor first impressions
damaged relationships
Photo credit: Tom Woodward

5. How do you
STOP
Bad Data?
Photo Credit: Kenny Louie

6. Step 1 - Create Data Standards
photo credit: tec_estromberg

7. Creating data standards sets clear
rules on how data needs to be
formatted when entered into your
database.
Standard processes allows everyone
in your organisation to be on the same
page.

8. To find your data standards
START asking questions!
What is important for my organisation to report on?
What should I know about our supporters?
What are items I’ll want to segment by?

9. Remember, if you need to
report on it –
it has to go in the database.

10. Gender
Age
Relationships
Demographics
Subscriptions
Campaigns or Appeals
Gift Amount
Interests
Examples of data to include in your
database:

11. Photo credit: Got Credit
Step 2 – Educate your organisation
on your data standards

12. Creating data standards and
processes will only work within your
organisation if you educate your
staff on why it’s important
to import data correctly and in the
right place within your database.

13. Rubbish In – Rubbish Out
INPUT: FIRST NAME
[Blank]
ALL CAPS
Initials
Formal
RESULTS
Dear ,
Dear JOHN,
Dear E John,
Dear Dr Smith,
How you input data into your database is
how your database provides information
back.

14. Train your staff.
Provide your staff with the tools and
understanding of why data entry is
important to your cause and how it will help
you achieve your mission.

15. Make good data entry
mandatory.
Create step by
step manuals and
checklists to assist staff
in their data entry.

16. Photo credit: www.perspecsys.com
Step 3 - Schedule Database Check Ups

17. Having scheduled check ups for your
database ensures data is being entered
correctly.
This allows you to give credit and positive
feedback to your staff while identifying
those who may need additional training.

18. A check up can be as
easy as pulling a
weekly query of all
data added in that
week to check for
obvious errors.
Photo credit: r2hox

19. So how DOESdata
affect relationships?
Photo credit: Sam Caplat

20. Your data provides you
value,
knowledge,
ability to act,
connections &
conversations
with your supporters and
future donors.

21. “The most extraordinary professional
relationships are built by ordinary
actions like these.”
- Jeff Haden in 9 Habits of People Who Build Extraordinary Relationships
Photo Credit: Raúl Hernández González

22. Set up your data to
help you build better
relationships &
accomplish your
mission
Photo Credit: Jer Thorp

23. 1. Data entry is a foundational building block to
learning more about the people that support your
organisation.
2. Make sure your data is accurate. Incorrect data is
costly.
3. Identify your data standards and train your staff with
the ability and understanding on why this is important.
4. Make good data entry mandatory.
5. Good data paves the way to building relationships
with your supporters.
In summary – It’s all about that base…