Documenting Process is Critical

When it comes to managing data successfully, process is critical. For example, a client of mine recently discussed how important it is for them to capture notes across their organization. As different departments talk to members and customers, it’s critical for staff to capture these conversations in the database.

But the reality is this: if the data is not entered consistently (i.e., all the time and always the same way), the data will be mostly useless. The process needs to be clear (who does it, when do they do it, how is it entered) and it needs to be done every time.

And of course, it needs to be documented!

About Wes Trochlil

For a quarter century, Wes has worked in and with dozens of associations and membership organizations throughout the US, ranging in size from zero staff (all-volunteer) to over 700. In that time Wes has provided a range of consulting services, from general consulting on data management issues to full-scale, association-wide selection and implementation of association management systems.

Scroll to Top