Robert Weiner

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Controlling data entry

Robert Weiner

A member of the PRSPCT-L listserve (for prospect researchers) asked "What do other institutions do to regulate or “police” data entry work, specifically when you have multiple users with authority to make updates?". Some organizations make that person fix the mistake. It's a tough problem. You need clear data entry standards.

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ROI for a donor database

Robert Weiner

My colleague Charlie Hunsaker posted the following question on the FUNDSVCS Advancement Services listserve: I have two clients who are looking for new systems and want a “cost justification” for their acquisition to share with their management. Probably an issue that we should all be looking at.

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Discussion of Donor Data Retention

Robert Weiner

The same topic came up recently on the APRA''s listserve, PRSPCT-L. The original question: My organization is working on a data retention policy and wondering if others have insights to share. A few months ago I wrote a post on the topic of whether nonprofits should delete old donor records. Not wanting mail?

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Advice for Consultants - Part 3

Robert Weiner

Will you tier your fees for different sized organizations? Sign up for CharityChannel’s CONSULTANTS listserve: [link]. Figure out how you will bill for your work: hourly (at what rate) or fixed-fees for projects? If you charge a fixed fee, or cap your fees, how will you deal with scope creep? Will you charge for travel time?

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Advice for Consultants - Part 2

Robert Weiner

The tech underground model (loose yet organized affiliation of npo techs who share skills and back each other up) is one of the good models out there. 3) Find resources to build your skills, and give them time every week: webinars, listservs, online classes, books, etc. get your files organized: both electronically and paper.