Don't forget about periodic maintenance
Just as most automobiles need periodic maintenance, keeping your data as up to date as possible requires maintenance, as well. And while most cars have a "typical" maintenance schedule, they are not all exactly the same (all-electric cars, for example, don't need oil changes!).
The same is true for the data in your AMS; not every organization is the same and so the maintenance won't be identical for all groups. But here are four suggested periodic maintenance activities that would apply to most associations:
- Review all demographic fields being captured against individuals and organizations, and determine if any need to be updated or eliminated. For example, if you collect experience level for individuals (e.g., "new," "mid career," "experienced"), as time passes, that data becomes incorrect. The same is true for "areas of interest" and even "markets served" (for organizations). I recommend doing this annually.
- Send a periodic reminder to your members to review and update their basic contact information (e.g., address and email, title). This should be done at least annually, but for some organizations, even more frequent check-ins may be necessary.
- For trade associations, check to make sure you have correct contact information for primary and other key contacts (e.g., billing, secondary/alternate, etc.). Depending on your dues cycle, this should be done at least annually if not more frequently.
- If you have a student membership, send a periodic reminder to students to confirm their expected date of graduation or other key data that you collect from them (e.g., area of study). Given the high rate of changes, especially among undergraduates, this should be done twice per year.
These are just four examples of the kind of maintenance all associations should be executing on a regular basis. Your organization probably has many more that should be done. So make sure you develop this "maintenance checklist" and that it is assigned to the appropriate staff to execute when necessary, to keep your database running like...a well-maintained automobile.
Wes's Wednesday Wisdom Archives
Data integrity reports
Data integrity reports I speak and write a lot about data integrity reports. So I […]
The most important training tip
The most important training tip I’ve been sitting in a lot of database training sessions […]
Be careful about getting tangled
Be careful about getting tangled “We had done a lot to tangle ourselves up.” – […]
Discipline. Always discipline.
Discipline. Always discipline. I’ve been producing a newsletter in some form for over 25 years […]
Simpler is better
Simpler is better Recently, a client of mine was discussing how they manage membership reinstatements. […]
Baby steps
Baby Steps A journey of a thousand miles begins with a single step. You have […]
Sometimes what you’re using IS the best option
Sometimes what you’re using IS the best option I love technology and I’m inherently lazy, […]
Do they hate the system?
Do they hate the system? When an association asks me for help finding a new […]
Artificial Intelligence is the next revolution in data management
Artificial Intelligence is the next revolution in data management I’ve been in the data management […]
There’s always gonna be something
There’s always gonna be something I’ve been consulting for 26 years now and I’m still […]