Some history IS important!
When I'm advising clients on data conversion (moving data from one system to another) my advice is always the same: "Convert as little data as possible."
There is one big exception to this rule: volunteer and award history. Almost all volunteer history (and certainly all award history) should be kept, essentially forever.
I've written extensively about how important volunteers are to associations and non-profits. So it's critically important to be sure we keep a history of volunteer activity because we should be treating all of our volunteers (current and past) like the gold they are. And I shouldn't have to explain why it's important to keep a record of awardees!
So when you're converting to a new system (or even cleaning up your existing system) make sure you're keeping that volunteer and award history!
![]()
Wes's Wednesday Wisdom Archives
Associations are complex businesses!
Associations are complex businesses! One of the reasons managing data at an association can be so […]
Snapshots are required
Snapshots are required Recently a couple of different clients have asked me why it’s necessary […]
“It’s in the database…”
“It’s in the database…” I often joke with my clients that AMS nirvana looks like […]
Using the Pomodoro Technique for data management
Using the Pomodoro Technique for data management I’m a huge fan of the Pomodoro Technique, […]
You need a PLAN to deal with duplicates
You need a PLAN to deal with duplicates Here’s the thing about duplicate records: No […]
Asking for more is a good sign…
Asking for more is a good sign… A client who had recently implemented a new […]
Take action…
Take action… “The greatest wisdom not applied to action and behavior is meaningless data.” – […]
The Rule of 100 and 1,000 revisited
The Rule of 100 and 1,000 revisited I’m finding that the “Rule of 100 and […]
You gotta wanna
You gotta wanna Long ago I heard a training consultant say you can’t train people […]
Be careful not to overbuy
Be careful not to overbuy I recently spoke with an association of ten staff that was […]
