4. 10 RE Rules to live by
Analytics are a girl’s best friend
Be a guinea pig
Seek your data nerd brethren
Data hygiene is undervalued by management [but
your Board <3 metrics]
IGNORE your middle-aged boss and do what is right
(c) Ann Rosenfield, CFRE April 15, 2013
Editor's Notes
-Lock Down Fields – RE is a very flexible system. Flexibility is the enemy of data hygiene – just use locked fields with drop-downs-G-d is in the details – train your data entry people to suck every piece of information out of the mail you get. When that donor moves, you will be glad you have their phone number to find them-If it’s not in RE – even if you have a great memory, you aren’t going to remember every detail. Or the charity’s largest donor will call when you are on vacation and someone will need to follow-up. If they have full information, less chance a ball gets dropped
Ban excel spreadsheets – use RE for Gift tables – next slide- Use dashboards – slide in class
Sample Gift Table entry using BC Children’s Hospital Model
-Analytics are a girl’s best friend – they help you ensure you ask the right person for the right amount-Be a Guinea pig – volunteering for new RE tests means early, free access to cool stuff + great supportData hygiene has value – here is how to sell itMost importantly, your boss is likely wrong about how to use RE so persuade them to go to the right method
