All data requires active management

All data requires active management

It's a simple fact of data management that is often overlooked: Any data that is not actively managed will eventually become useless. And it's truer now than ever.

If you take a moment to think about your members, whether they are individuals or organizations, every point of data that you collect about them can and very likely will change at some point during their tenure with your organization. On a person's record, the only data points that never change are birthdate and, well, cell phone number. And on an organization's record, there are likely no absolutes at all. Every single data point could change at some point, and many of them will change!

What this means for those of us managing data is that we have to have processes in place to keep the data as up-to-date as possible. Here are just a few options:

  • An annual "census" of members asking them to go online and update their profile. This should include asking them to update any demographic data you may be collecting about them (individually or organizationally).
  • Asking for updates during e-commerce session like event registration and membership renewal (fair warning: asking questions like this can depress response rates so tread carefully!).
  • When talking with members on the phone, build in a couple of questions every time: "Before I let you go, this is the information I have about you. Is it correct?"

I can't count the number of times I've heard clients say "We have this data point, but it hasn't been updated in years, so we're pretty sure it's not good anymore." That's because the data was never actively managed. Don't let this happen in your organization!

Wes's Wednesday Wisdom Archives

Engagement is measured by the customer

May 27, 2020

Engagement is Measured by the Customer I’ve written a bunch about measuring engagement in the past. (Click […]

Yes, you do have a process for that

May 13, 2020

Yes, you do have a process for that When I work with clients on pretty […]

“Correct your mistakes before they become your habits”

May 6, 2020

“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct […]

Sometimes it’s a process issue

April 29, 2020

Sometimes it’s a process issue When I work with clients on developing a needs list […]

First ask: “How will I use this data?”

April 22, 2020

First ask: “How will I use this data?” Whether it’s during data conversion, adding a […]

“We run the report three times and get three different results.”

April 15, 2020

“We run the report three times and get three different results.” “We run the same […]

How do you know if you’re making progress?

April 8, 2020

How do you know if you’re making progress? We all want to improve our data management, […]

Don’t move too quickly OR too slowly

April 1, 2020

Don’t move too quickly OR too slowly This may sound like a big “duh!” but I’ll […]

“Your current habits are perfectly designed to deliver your current results.”

March 25, 2020

“Your current habits are perfectly designed to deliver your current results.” “Your current habits are […]

There is value in just going through the exercise

March 18, 2020

There is value in just going through the exercise I was working with a client […]

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top