data management

By LisaCaitlin Perri. Often a staff transition means losing that person's institutional knowledge of documents, processes, and decision making. From our years of experience stepping into organizations as interim contractors, we see several key areas that can mitigate the turmoil of a turnover, improve internal efficiency, and streamline communication. Prioritize the following areas for up-to-date documentation that is readily accessible to the full team or at least to more than one staff member: Reports – For data reports or filters/queries that supported an appeal or event or board meeting, document how or why final decisions were made and the names of any final reports or filters. Be sure that the final criteria or lists are available in a secure shared location. This applies to financial and program reports to funders or other stakeholders, too. Examples: For your [...]