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Titles vs. Roles
6 August 2013, by , in Data Management, 1 comment

All of my trade and professional association clients track titles. Your title is what you put on your business card.

But titles vary broadly. For example, the senior staffer at an organization might be President, CEO, Chief Executive, Chairman, Executive Director, or even Principal. So if I want to pull a list of all these Chief Staff Executives, how do I do it? That’s where roles come into play.

Roles are the position, as defined by your association, that the individual is serving in. So if you want to track the chief staff position of your members, you create a pick-list field called “role” and you categorize titles into different roles.

For example, you might have a role called “Primary Marketing Executive” and in that role would be titles like Director of Marketing, Chief Marketing Officer, Vice President of Marketing, and so on. When a new individual is added with the title of Director of Marketing, you also give them the role of Primary Marketing Executive. Now when you want to pull a list of all the primary marketing executives, you simply query on that role.

Simple!

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1 Comment on "Titles vs. Roles"

Bob Wilkins - 26 August 2013 Reply

Wes, when I saw the title of your post, I was curious to read your thoughts on this. I believe that the working environment today in both non-profit and for-profit worlds, has blurred the lines between jobs and titles. Many companies and associations are understaffed, so you have people taking on roles that don't necessarily match their traditional job title. I also believe that job titles are evolving as business and industry keeps reinventing itself. I especially like your point about assigning multiple roles to a title because that's a reality. Thanks for your great post! Bob

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National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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