A Seminar Series
Smart Data – Getting Your Data Working for You
Funded by Creative Trust with support from the Ontario Trillium Foundation
Delivered by Young Associates
The Centre for Social Innovation (CSI) Annex
720 Bathurst Street, Room # 6
Toronto, Ontario M5S 2R4
Dates & Description:
Tuesday, November 6, 2012 | 4-6pm
Managing Data : Policies and Procedures for Populating Your Database (Spreadsheets)
Is your organization not big enough to warrant purchasing a fundraising database? Are you using spreadsheets to track your audience? No problem! Who should be tracked in your spreadsheet? What is enough information about a contact to warrant a spot in your database? Is an email address enough? Are you sure that your patrons’ information is safe in your spreadsheet? During this introductory seminar we will explore the basics of tracking contacts and donations within spreadsheets, and keeping consistent records when more than one person is working in the file.
Tuesday, November 13, 2012 | 4-6pm
Researching Your Database: Advancing Marketing and Fundraising with Database Research
You’re on your way to a clean and consistent database, but where does that get you? It’s time to research your database. Learn how to analyze your database for Marketing and Fundraising purposes to grow your audience and further your mandate. Expand your patron base, target your marketing, and meet or exceed your fundraising goals. Learn tips and tricks for mining your data and expanding your potential.
Tuesday, November 20, 2012 | 4-6pm
Singing from the Same Songbook: Harmonizing Database and Accounting Software
Every organization is likely to have at least two databases: its accounting package and a marketing, membership or fundraising package. Work is greatly streamlined when information is entered only once – but what’s the best way to harmonize the reporting so that both databases tell the same story? This workshop will consider the primary point of data entry, and options for capturing summary information without repeating all the details. In addition, we will explore reporting formats that will help you tell a story about your impact and celebrate your successes, supported by good, quantitative data – both financial and statistical. Case studies will be presented for discussion.
Tuesday, November 27, 2012 | 4-6pm
Managing Up, Down and Across: A Peer Exchange about Buy-In on Database Investment, Training and Policies
How much time does your database require to be properly maintained? Whose job is it to monitor the database? Can your data give you the answers you’re looking for? Are your organization’s expectations of your database realistic? Join us as we open a discussion among peers on how to manage database expectations. Whether you are responsible for database maintenance, or you supervise or participate in the process, you will benefit from the opportunity to share ideas for improving the process. Everyone needs to understand what goes into best database practices. Individuals from all organizational levels are encouraged to attend (staff, volunteers, board members). Organizations are welcome to send multiple representatives.
Tuesday, December 4, 2012 | 4-6pm
Finished a Data Smart seminar? Still have questions? Not sure how to implement what you’ve learned into your organization? At the end of each seminar participants will have a chance to sign up for a “Doctor’s In” session. These one-on-one sessions are limited, and available to those who have further questions related to seminar topics offered throughout the workshop series.
To register please visit: http://smartdata2012.eventbrite.ca
* Registration is required and closes the day before of the workshop at 6 p.m.