Wild Apricot Free Expert Webinar: How To Use Your Database To Grow Your Membership
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How to use your database to grow your membership Wes Trochlil Effective Database Management
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Transcript of Wild Apricot Free Expert Webinar: How To Use Your Database To Grow Your Membership
How to use your database to grow your membership
Wes TrochlilEffective Database Management
Self-assessmentAnswer “yes,” “sorta,” or “no”
1. Can you easily and accurately tell me who the top 20% of your customers are, as YOU define “top”?
2. Is the majority of your data housed in one database or source?
3. Can you easily and accurately tell me how many messages you send to your members and customers in a week or month?
Self-assessment (cont’d)4. Do you have your data management
processes documented? 5. Do you have a process for capturing
non-financial interactions with your members and customers?
6. Can your members and customers easily do business with your organization via your website?
Self-assessment (cont’d)7. Does the data gathered by your website
flow directly to your database?8. Can you easily and accurately tell me
how many volunteers you have?9. Can you easily and accurately tell me
the LTV of your members?
Self-assessment Scoring
17-18: Leave now, you’ve got nothing to learn here.13-16: Congratulations, you’re in the top 10% of all associations.7-12: Not bad. There are still plenty of opportunities to improve.0-6: Hang around, you’ll learn a lot today.
2 points for “yes,” 1 point for “sorta,” 0 points for no
Setting the Stage
• What is a database?• Why is having a membership database
important?• How can a membership database help you
achieve your mission or goals?
Process
Technology
People
Ideal Operations
It’s not one thing, it’s three things…
Tip #1
Create data entry guidelines and users guides
Tip #2
Training!
Tip #3
Eliminate shadow systems
Tip #4
Don’t manage to the exception
Tip #5
Capture all of your contacts
Tip #6
Capture non-financial, non-volunteer interactions
Case Study: BoardSource
Tip #7
Create data integrity reports
www.asaecenter.org
Tip #8
Start an internal users group
Tip #9
Practice database PR
Final questions?
Tip #10
Pursue success, not perfection
Contact InformationWes TrochlilPresidentEffective Database Management, [email protected]
