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Pennsylvania BANNER Users Group 2006

Pennsylvania BANNER Users Group 2006. Documenting Processing Procedures And Data Integrity. General Announcements:. Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session

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Pennsylvania BANNER Users Group 2006

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  1. Pennsylvania BANNER Users Group2006 Documenting Processing Procedures And Data Integrity

  2. General Announcements: • Please turn off all cell phones/pagers • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversations during the session • Questions will be answered at the end of the session Thank you for your cooperation

  3. Discussions • Data Integrity • Staff Productivity • Documentation

  4. Data Integrity - Goals • Communication tool • Prospect Pool • Performance Measurement Tool

  5. Authority Trust Reliability Access Response Accurate Complete Cost Effective Efficient Service-Oriented Data Integrity

  6. Data Integrity • Completeness • Processing Integrity • Documentation Integrity • Performance

  7. Data Integrity • Prefix – Suffix • Address format – Domestic, Foreign • Cross References complete • Employment vs Career Code • E-Mail formatting

  8. Data Integrity • Higher Level Degrees • Communication/Mail Codes • Divorces • Deceased • Activities/Involvement • Roster comparisons

  9. PRODUCTIVITY • Basic Needs • Measuring • Sources

  10. Productivity – Basic Needs • Living Alumni • Active Alumni • Lost • Deceased or Inactive • Others (parents, students, etc.)

  11. Productivity – Basic Needs • User Names • Activity Dates • Sources of Information – • STVASRC Validation Table

  12. Productivity - What Should I Measure? • Measure constituency changes • Compare work by time element • Database address turnover • Track volume changes • Delivery method trends • Monitor work flow by operator • Accuracy

  13. Productivity Measure • Amount of work overall – how much comes into your shop? • Impact of increases, decreases • Method of delivery • Quantity by Operator

  14. E-mail types On-line directory Campus Web sites Home e-mail Vendor Snail Mail Returned Mail Magazine BRE Solicitations Academic Dept Productivity - Sources

  15. Development Staff Other Staff Conversion Status Reports Phone-a-thon Web Sources Personal Visits Prospect Research President’s Office Trustees General Correspondence Productivity - Sources

  16. Productivity – Sources • Recurring Large Projects • Unusual projects • Experiment with Vendors

  17. Productivity - Impact • Dollars resulting from Address Changes • Phone-a-thon cost improvement • Found LOSTs and resulting new donors and dollars • Assess the loss/gain of contact info; use to educate others

  18. Productivity - Goals • Lost rate improvement • Number of Good Addresses and Phones • E-mail address attainment • Error rates • Analysis staffing levels, resources • Tie performance to Strategic Plan

  19. DOCUMENTATION Everyone Needs it BUT How do you get it done?

  20. Documentation PLANNING COOPERATION

  21. Includes All Gift Processing Procedures Search Techniques New Record Creation Names Addresses/Phones Mail Rules Householding Activities Employment Family Academic Info Divorce/Deceased Handling Documentation – Phase I

  22. Documentation • Regular updates • Effectiveness, Confidence • Pride, recognition for a job well done! . . . but . . . We’re Not Perfect!

  23. Planning - Things To Consider • Staff Size? • Differing Needs? • Organization of Material?

  24. Things To Consider • How thorough? • Authors? • Paper, Web?

  25. Documentation An important step to Benchmarking of Improved Productivity and Data Integrity

  26. Pennsylvania BANNER Users Group2006 Open Floor for Other Questions?

  27. Pennsylvania BANNER Users Group2006 Have a great day!

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