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
Engagement is measured by the customer
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
Yes, you do have a process for that When I work with clients on pretty […]
“Correct your mistakes before they become your habits”
“Correct your mistakes before they become your habits” Yet another great quote from James Clear: “Correct […]
Sometimes it’s a process issue
Sometimes it’s a process issue When I work with clients on developing a needs list […]
First ask: “How will I use this data?”
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.”
“We run the report three times and get three different results.” “We run the same […]
How do you know if you’re making progress?
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
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.”
“Your current habits are perfectly designed to deliver your current results.” “Your current habits are […]
There is value in just going through the exercise
There is value in just going through the exercise I was working with a client […]
