tools and tricks for improving any resource database or … “how we turned our database around...
TRANSCRIPT
Tools and Tricks for Improving Any Resource
DatabaseOr …
“How We Turned Our Database Around
While Tripling the Service Area”
Collaborative Driven Obsessive
Independent
Empowered
Comfortable With Gray
Puzzle Solvers
Relationship Builders
Critical Thinkers
Qualities of an Effective Resource Team
(Compare and contrast with qualities associated with the term “database staff.”)
Separate field for documentation
Service area under Eligibility, if appropriate
User Friendly Records
Service area set to the smallest value that
includes everyone who is eligible for the service AND would reasonably travel for that service
Matchlist notes showing key information for
quickly screening that particular resource
User Friendly Records
Create Training Tools to Help I&R Specialists
Navigate the (Not-Always-Intuitive)
Taxonomy System
This “taxonomy toolbox” acts as an expanded/enhanced category system to
familiarize I&R Specialists with the range of taxonomy terms for key customer need areas.
Thinking OUTSIDE THE BOX to Meet Callers’ Needs
These activity sheets help I&R specialists practice finding the appropriate
taxonomy for a stated need, as well as related
taxonomies when no resources are available
for the stated need.
Key Services (Like food pantries, shelters, and clinics)
Key Programs (Like Head Start, CCDF, and Medicaid)
Key Agencies (Like Red Cross and Salvation Army)
Key Facilities (Like Police Departments and Utility Providers)
Utility Providers
Area Agencies on Aging
Community Action Programs
And More…
Parity,Priority,
Perspective
Regional Checklists Track Parity of…
Description, Eligibility, Intake and Other Narrative Field TextAgency NameAgency OverviewAgency AKADirector’s Title / ConfidentialityInclusion Guideline InformationService Group Structure AdviceService Group NameProgram NameProgram AKAsHelpline Notes / Special InstructionsTaxonomiesService AreasMatchlist NotesAnd More….
Consistent,Thorough,
Professional
Resource Templates Increase Consistency and Save Time
Expand your Style Guide to include field-
by-field instructions (with screenshots); a
range of examples, and an actively maintained
glossary of conventions.
Enhanced Style Guide