Some history IS important!

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

A change of systems requires a change of mindset

July 8, 2019

Every AMS vendor will tell you that the toughest part of implementing a new system […]

It doesn’t have to be optimal to be beneficial

June 26, 2019

It doesn’t have to be optimal to be beneficial I’m a big fan of the […]

Look for small wins

June 19, 2019

Look for small wins One of the toughest things about system implementation is simply how […]

Are you closing the loop?

June 12, 2019

Are you closing the loop? If your association does a call for presentations for any […]

Declare victory and move on

June 5, 2019

Declare victory and move on The law of diminishing returns is the point at which the […]

Clean as you go

March 28, 2019

Clean As You Go A good cook or baker knows that, when working in the […]

Baby Steps

March 21, 2019

One of the keys to developing good data management habits is to be aware of […]

Success Requires Discipline

March 14, 2019

When it comes to data management, most of us know what to do; we just don’t […]

Take a moment to be grateful

March 7, 2019

Because we’re so focused on always improving what we have now, it’s easy to overlook […]

KPIs and Dashboards

February 28, 2019

I saw DJ Muller from MemberClicks speak on KPIs (key performance indicators). In his session […]

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