wild apricot free expert webinar: how to use your database to grow your membership

How to use your database to grow your membership

Wes TrochlilEffective Database Management

Self-assessmentAnswer “yes,” “sorta,” or “no”

1. Can you easily and accurately tell me who the top 20% of your customers are, as YOU define “top”?

2. Is the majority of your data housed in one database or source?

3. Can you easily and accurately tell me how many messages you send to your members and customers in a week or month?

Self-assessment (cont’d)4. Do you have your data management

processes documented? 5. Do you have a process for capturing

non-financial interactions with your members and customers?

6. Can your members and customers easily do business with your organization via your website?

Self-assessment (cont’d)7. Does the data gathered by your website

flow directly to your database?8. Can you easily and accurately tell me

how many volunteers you have?9. Can you easily and accurately tell me

the LTV of your members?

Self-assessment Scoring

17-18: Leave now, you’ve got nothing to learn here.13-16: Congratulations, you’re in the top 10% of all associations.7-12: Not bad. There are still plenty of opportunities to improve.0-6: Hang around, you’ll learn a lot today.

2 points for “yes,” 1 point for “sorta,” 0 points for no

Setting the Stage

• What is a database?• Why is having a membership database

important?• How can a membership database help you

achieve your mission or goals?

Process

Technology

People

Ideal Operations

It’s not one thing, it’s three things…

Tip #1

Create data entry guidelines and users guides

Tip #2

Training!

Tip #3

Eliminate shadow systems

Tip #4

Don’t manage to the exception

Tip #5

Capture all of your contacts

Tip #6

Capture non-financial, non-volunteer interactions

Case Study: BoardSource

Tip #7

Create data integrity reports

www.asaecenter.org

Tip #8

Start an internal users group

Tip #9

Practice database PR

Final questions?

Tip #10

Pursue success, not perfection

Contact InformationWes TrochlilPresidentEffective Database Management, LLCwes@effectivedatabase.comwww.effectivedatabase.com