Robert Weiner

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Training on your new database

Robert Weiner

A question was posted to a listserve for nonprofit techies looking for tips on training staff on a new database. I discussed training at a high level on page 13 of this chapter from CASE's Handbook of Institutional Advancement. Not everyone can train. Train them again just before going live. It's an art.

Database 166
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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?". No one gets access to change data without training on your policies. Training should be targeted to role.

Data 195
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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. and the third leg of people – trained, competent, available staff.

Database 181
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Advice for Consultants - Part 2

Robert Weiner

3) Find resources to build your skills, and give them time every week: webinars, listservs, online classes, books, etc. Likewise with training: almost all new technologies require training someone, either to use it, to maintain it, or both (unless it’s only going to be you). Attend conferences.