Ann Rosenfield, MBA, CFRE © 2015
10 RE Rules to Live ByHumber 2015
Lock Down Your Fields
(c) Ann Rosenfield, MBA, CFRE ©2015
Details
Ann Rosenfield, MBA, CFRE © 2015
If it’s not in RE, it didn’t happen
Ann Rosenfield, MBA, CFRE © 2015
Excel Spreadsheets
Ann Rosenfield, MBA, CFRE © 2015
Excel SpreadsheetsGift Tables using Proposal
Ann Rosenfield, MBA, CFRE © 2015
Excel SpreadsheetsUse Dashboards
Ann Rosenfield, MBA, CFRE © 2015
Will Slot in live data
Analytics are a girl’s best friend
Ann Rosenfield, MBA, CFRE © 2015
Actions/Outlook
1 + 1 = 3
Ann Rosenfield, MBA, CFRE © 2015
Seek your data kindred spirits
Ann Rosenfield, MBA, CFRE © 2015
Data hygiene is …
undervalued by management
… but your Board metrics
Ann Rosenfield, MBA, CFRE © 2015
IGNORE your middle-aged boss Do what is right
Ann Rosenfield, MBA, CFRE © 2015
10 RE Rules to live by
1. Lock down fields
2. The Devil is in the details
3. If it’s not in RE, it didn’t happen
4. Ban spreadsheets – use Gift proposals
5. Ban Spreadsheets – use Dashboards
(c) Ann Rosenfield, MBA, CFRE 2015
10 RE Rules to live by
6. Analytics are a girl’s best friend
7. Actions/Outlook
8. Seek your data nerd brethren
9. Data hygiene is undervalued by management [but your Board <3 metrics]
10. IGNORE your middle-aged boss and do what is right
(c) Ann Rosenfield, MBA, CFRE 2015
Bonus tip
Listen to Jeff
(except about Home Repair)
(c) Ann Rosenfield, CFRE April 15, 2013
Thank youAnn Rosenfield, MBA, CFRE
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(c) Ann Rosenfield, CFRE April 15, 2013