Data Management Services – Data Smart
Full Service Data Entry and Processing
We actively manage your basic database needs, including:
- Regular data entry
- Pulling basic reports
- Processing tax receipts
- Performing mail merges and e-blasts
Data Management Support
We can provide monthly or ongoing support (as needed) for you to integrate your database into your management activities and strategic growth, including:
- Pulling and reviewing monthly reports
- Data quality verification
- Reconciliation with bookkeeping software
- Set up of new structural updates to your database
- Components of full service data entry and processing, as required
Prospect Research
We can work with you on a project or ongoing basis to increase your fundraising capacity by using research and analysis techniques to identify funding prospects from within your database and outside of your organization.
Training
We promote excellence in data management – “Smart Data” – by helping managers to:
- Select an appropriate database
- Get the most out of their investment through skillful usership
- Establish sound data collection, entry and review procedures
- Design efficient reporting systems to support revenue generation
- Identify fundraising prospects through analytical techniques
We provide core skills training (e.g. how to use software; how to develop policies and procedures for data collection, entry, and upkeep; how to clean a messy database) as well as integrative instruction on how to make your data ‘smart data’ (e.g. data mining, pulling informative reports, prospect research techniques, and establishing a formal policy framework for data management).
Young Associates delivers training and organizational development services through Compass and Flying Squad grants, where we undertake data management systems review and “tune-up,” complemented by staff training.
We provide one-on-one coaching and mentoring as well as group instruction. Training can be delivered on-site at your office or in our seminar room.
Data Management clients include:
- Pleiades Theatre
- Canadian Cultural Society of the Deaf
- InterAccess Gallery
- Gallery 44
- Theatre Direct Canada
- Nightwood Theatre
- Art of Time Ensemble
- Sole practitioners