Nonprofits and Data

last person joined: 4 days ago 

This group is for those interested in learning and sharing about all things data-related for nonprofits. The Nonprofits and Data group is for people using data to serve a mission, either directly or by improving nonprofits and the nonprofit sector. That includes everything from collecting data and managing databases to analytics, data visualization and data mining. Here are some examples of topics we discuss: using data to improve organizational effectiveness, measuring impact, using data for storytelling, tools for data management and analysis, figuring out the “right” data to collect, and learning skills to help us use data better.

Data governance and change management for small-ish nonprofits

  • 1.  Data governance and change management for small-ish nonprofits

    Posted 8 days ago

    My organization has about 30 database users: 2 admins who report to different departments, 6 power users in 3 different departments, 6 seasonal staff who do some data entry, and the rest who view Contacts, Accounts and Reports. We're looking for a way to keep everyone on the same page when we make changes to the database.

     

    I've heard that large organizations use a Governance framework and create a cross-departmental Center of Excellence, but that seems like it might be overkill for an organization our size. How do you handle data governance and change management for a nonprofit with fewer than 50 employees?



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    Judy Freed
    Marketing Strategist, Alliance for the Great Lakes
    Co-Organizer, NTEN Digital Advertising Community
    Chicago, Illinois
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  • 2.  RE: Data governance and change management for small-ish nonprofits

    Posted 7 days ago
    Hi Judy,

    While this product may not make sense for your organization the contents of the webinar can still be useful I believe. The organization I work for Keyrus USA recently put together a webinar talking about change management within organizations. You can find that here. Hope this helps!

    Best,

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    Kevin Barrett
    Keyrus
    New York, NY
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  • 3.  RE: Data governance and change management for small-ish nonprofits

    Posted 7 days ago
    Thanks, Kevin. I'll check it out!

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    Judy Freed
    Marketing Strategist, Alliance for the Great Lakes
    Co-Organizer, NTEN Digital Advertising Community
    Chicago, Illinois
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  • 4.  RE: Data governance and change management for small-ish nonprofits

    Posted 5 days ago
      |   view attached
    Hello Judy!

    I work as the data manager at an organization that seems similar to yours in terms of database users. There are about 30 of us spread across 3 departments, with two admins. Database usage varies greatly by department, with some relying on Salesforce to aid their work (fundraising), others using it as a repository for compliance/reporting data (program staff), and others just viewing reports and occasionally searching for specific contacts or organizations.

    When we implemented Salesforce at the end of 2017, we set up what we call a data stewardship team consisting of the two admins, a data steward from each department, and an executive team member. This is our lite version of a data governance committee, and it was inspired by a Salesforce.org webinar from last July (Trust Your Data: Maintaining Data Quality in Salesforce - Salesforce.org
    ).

    We meet monthly as a group, but we've also ended up scheduling smaller project meetings to work out thorny issues like "how many different address types do we need, and how will we verify them?". I'm kind of shyly offering our example here, because I don't feel like we've fully realized our potential as a team yet, but I have seen gains in cross-departmental understanding, and we've been able to agree on org-wide priorities for training, feature development, data cleaning, etc. I'm attaching our charter, and I'm happy to talk more about it if this seems like a useful scheme.

    Verena

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    Verena Getahun
    Data Manager
    Metropolitan Economic Development Association (Meda)
    Minneapolis, MN
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    Attachment(s)



  • 5.  RE: Data governance and change management for small-ish nonprofits

    Posted 4 days ago
    Verena, that's awesome to hear. It's basically the same model we advise our clients to adopt.

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    Isaac Shalev
    http://www.sage70.com
    Stamford CT
    @Sage70
    isaac@sage70.com
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  • 6.  RE: Data governance and change management for small-ish nonprofits

    Posted 4 days ago
      |   view attached
    Really good resources showing up in this thread, nice to see!

    Whenever I'm asked for recommendations on data governance, I turn to the attached role chart and worksheets.  The full plan may be larger in scale than what you are looking for, but hopefully it can help identify appropriate roles for your environment.


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    Matt Veltkamp
    Nimbus Nonprofit Solutions
    solutions@nimbusnonprofit.com
    Washington, DC
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    Attachment(s)



  • 7.  RE: Data governance and change management for small-ish nonprofits

    Posted 4 days ago
    Agree, great resources! Verena, I love your charter. This seems like a great approach for an organization our size. Matt, thanks for the "larger scale" tools. It's so helpful to see how bigger players approach things so we can apply the thinking to our smaller organization. ​​​​

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    Judy Freed
    Marketing Strategist, Alliance for the Great Lakes
    Co-Organizer, NTEN Digital Advertising Community
    Chicago, Illinois
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