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

No one gets access to change data without training on your policies. Training should be targeted to role. You don’t need a week of training to enter a contact report. You need clear data entry standards. You need to control who can make changes and what they can change. Monitoring.

Data 195
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Maybe It’s Not Your Database, It’s You

Robert Weiner

Have users been trained on those policies and procedures? Is someone in charge of making sure that users actually do what they were trained to do? Has the person managing the database actually been trained on the database? Do you have policies and procedures governing the use of the database?

Database 156
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What to Do When Technology Isn’t Your Problem

Robert Weiner

Have staff been trained on those policies and procedures? Do you have an ongoing training plan that includes time for mentorship and learning? Is someone in charge of making sure that people actually do what they were trained to do, and that everything’s running smoothly? Does this person play well with others?

Problem 100
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ROI for a donor database

Robert Weiner

and the third leg of people – trained, competent, available staff. The new software may enable my staff to do new things, but without the right people (# and training), upgraded/enhance policies and procedures, data conversion and new reports, etc. Difficulties in training new staff or volunteers on the database.

Database 181
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Making the Case for Advancement Services

Robert Weiner

Efficiency seems simple enough: if you don't have the right resources (people, tools, training, procedures) you will waste time and money. Advancement Services needs to have the resources and training to provide good customer service. Efficiency. Support for Advancement. Supporting colleagues also seems reasonably straightforward.

Service 183
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Lame spam of the day: FDIC: About your business account

Robert Weiner

I hope no one (except maybe a trained professional) tries to find out. I got three flavors of this one today. The FDIC wrote about it , but doesn't say what happens if you click the link. Version 1: Sender: ::Federal Insurance Company:: (acclimatizingn271@fdic.gov). Subject: FDIC: About your business account.

Business 112