Output Is Everything!               Cheri Weissman                March 19, 2013A Service   Of:                  Sponsored...
Protecting and Preserving the     www.cjwconsulting.com            Institutional Memories of            Nonprofits Since 1...
Affordable collaborative data             management in the cloud.A Service   Of:                     Sponsored by:
Today’s Speaker & Host                                             Cheri Weissman                                         ...
Presented by      Cheri WeissmanCJW Consulting & Services, Inc.     8331 Central Ave.   Morton Grove, IL 60053        866/...
   When it comes right down to it, the only thing    that really matters when working with    fundraising software is OUT...
   Most of us focus on data entry, presuming that    getting data into a system is the most    important thing. This is a...
   Before anyone is assigned to enter data into    your system, be sure that your output needs    are clearly defined.  ...
   Solicitations       Addressed To       Address Used   Internal/External Reports       Sent To   Internal Communic...
   Who gets them       Segments   What do they say about your knowledge of the    recipient       Interests       Pas...
   Who gets them       Segments         Board, Lapsed Donors, Volunteers, Major Donors, etc.           Make sure each ...
   Board   Annual   Analysis   Financial   Event Tracking   Volunteers
   Board       Meeting Dates/Times       Agenda/Minutes       Giving history/Gift Expectations   Staff       Giving ...
   Giving Summary   Giving History   Relationships   Volunteer Activity   Business Information   Education History ...
   First Gift       Thank You and Welcome   Ongoing Acknowledgments       As Defined By Donor   Internal Recognition ...
   Ongoing Recognition   Opportunities To Become “An Insider”   More Personal Contact With Staff/Board   Efficient Sol...
   Depends on the capabilities of your software       Work with the software’s features         Store data in ways that...
   Create manual/external tracking mechanisms    that lend themselves to effective data entry       Call reports       ...
   Consistency is key!       Avoid using one field for multiple purposes       Keep tables clean and lean       Avoid ...
   Regular Data Entry Reviews by staff person   Ongoing Data Entry Training   Documentation   Review Of System Tables...
   Contact me!       Cheri Weissman       866/598-0430       cheri@@cjwconsulting.com
Find listings for our current season          of webinars and register at:            NonprofitWebinars.comA Service   Of:...
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Output Is Everything!

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Most people believe that creating a successful fundraising database happens through data entry. The reality is that data entry is only useful if the data allows you to get the output you need. This webinar will help define the most effective ways to get your data working for you instead of fighting with you.

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Output Is Everything!

  1. 1. Output Is Everything! Cheri Weissman March 19, 2013A Service Of: Sponsored by:
  2. 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  3. 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  4. 4. Today’s Speaker & Host Cheri Weissman President CJW Consulting & Services, Inc.Assisting with chat questions:Jamie Maloney, Nonprofit WebinarsA Service Of: Sponsored by:
  5. 5. Presented by Cheri WeissmanCJW Consulting & Services, Inc. 8331 Central Ave. Morton Grove, IL 60053 866/598-0430 cheri@cjwconsulting.com
  6. 6.  When it comes right down to it, the only thing that really matters when working with fundraising software is OUTPUT.  Reports have to be reliable and understood  Solicitations and invitations have to be sent to the right people  Giving has to reflect what people are giving to and what prompted them to give  Volunteers have to be appropriately recognized and acknowledged
  7. 7.  Most of us focus on data entry, presuming that getting data into a system is the most important thing. This is a misconception. The most important thing is getting data into a system in a way that will allow you to USE the data to get the output you need. In order to be able to prepare quality output, you also need to be able to define groups of records to which to deliver output.
  8. 8.  Before anyone is assigned to enter data into your system, be sure that your output needs are clearly defined. Remember: You cannot work with data you don’t have, and only through viable data can you consistently and correctly generate the output you need.
  9. 9.  Solicitations  Addressed To  Address Used Internal/External Reports  Sent To Internal Communications  Sent To Donor Profiles  Content Recognition/Stewardship  Where  When  How
  10. 10.  Who gets them  Segments What do they say about your knowledge of the recipient  Interests  Past Giving When do you send them  Donor Preference? Where/To Whom do you send them  Which Address?  Addressed To? What are you asking for
  11. 11.  Who gets them  Segments  Board, Lapsed Donors, Volunteers, Major Donors, etc.  Make sure each group gets the right message What do they say about your knowledge of the recipient  Interests  What projects/programs have they given to in the past? Is there a pattern of giving?  Past Giving  What is the largest gift given? The smallest? The most recent?  Use this information to strike a balance and ask for the right amount When do you send them  Donor Preference?  If a donor tells you that they will give once a year in December, don’t ask them to give in April Where/To Whom do you send them  Which Address?  Addressed To?  If you’re sending a solicitation to a Board Member, should that go to him and his wife at home, or to him only at his office? What are you asking for
  12. 12.  Board Annual Analysis Financial Event Tracking Volunteers
  13. 13.  Board  Meeting Dates/Times  Agenda/Minutes  Giving history/Gift Expectations Staff  Giving History/Gift Expectations Volunteers  Service time  Schedule  Giving
  14. 14.  Giving Summary Giving History Relationships Volunteer Activity Business Information Education History Event Attendance
  15. 15.  First Gift  Thank You and Welcome Ongoing Acknowledgments  As Defined By Donor Internal Recognition  Donor Recognition Events External Recognition  Annual Report  Website
  16. 16.  Ongoing Recognition Opportunities To Become “An Insider” More Personal Contact With Staff/Board Efficient Solicitation Cycles Lifetime Giving Societies Annual Giving Societies
  17. 17.  Depends on the capabilities of your software  Work with the software’s features  Store data in ways that will allow you to get the output you need  This requires a knowledge of WHERE and HOW data is stored in your application  Store data outside of your application only when absolutely necessary  If data is maintained outside of application, be sure that there is some kind of link between data sets  A common ID number used to link data from different sources is mandatory
  18. 18.  Create manual/external tracking mechanisms that lend themselves to effective data entry  Call reports  Research forms Create a clear method for turning information into data  Staff responsibilities  Oversight  Documentation
  19. 19.  Consistency is key!  Avoid using one field for multiple purposes  Keep tables clean and lean  Avoid user-defined fields if possible  Document data entry standards  Avoid redundancies  Create internal policies for key data points  Constituent codes  Current donors  Clearly define terms/expectations
  20. 20.  Regular Data Entry Reviews by staff person Ongoing Data Entry Training Documentation Review Of System Tables Regular Reporting Schedules
  21. 21.  Contact me!  Cheri Weissman  866/598-0430  cheri@@cjwconsulting.com
  22. 22. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by:
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