Are you about to set up a new tracking system, take over one someone else built, move to a CRM, or finally clean up a spreadsheet that has grown out of control? Before you choose software or add another column, take a step back and plan.
This webinar will walk through a simple, practical way to design your data before you build anything. You’ll start with the questions your organization needs to answer, such as how many people you served, which programs are growing, or who your most loyal donors are. Then you’ll work backward to figure out what information to collect and how to organize it.
You don’t need a technical background. If you can make a list, you can do this.
Who should attend: Nonprofit staff who are starting a new tracking system, inheriting an existing one, switching to a CRM, or rebuilding a spreadsheet that has gotten messy.