Welcome and Introductions
11:00 – 11:30 a.m.

 

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Understanding the Data You Have
11:30 a.m. – 12:00 p.m.
We know that you are inundated with the amount of data your team has available. However, it is important to start differentiating between which data can best serve you and your institutional goals. This session will help you understand the data you have on-hand, as well as data you seek to obtain, which is the first step in improving the accuracy and efficiency of your processes.

 

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What to Expect in the Hygiene Process
12:00 – 12:30 p.m.
The undertaking of cleaning your data and setting up processes to maintain data hygiene can be a multi-year endeavor. Knowing this, it is important to understand and consider what this process looks like and what your shop can expect to gain from it.

 

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Break
12:30 – 12:45 p.m.

 

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Securing Buy-In
12:45 – 1:30 p.m.
The challenge of communicating the benefits to leadership and colleagues in order to secure buy-in can depend on how your team currently views the quality of your data. With an effort such as this—one requiring work beyond your day-to-day responsibilities—it is important to ensure the right stakeholders are onboard with the initiative. In this session, you’ll learn how to communicate with your key stakeholders in order to increase their engagement.

 

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Long Break
1:30 – 2:00 p.m.

 

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Setting Your Priorities
2:00 – 2:45 p.m.
Now that your team is engaged in the initiative, it is time to prioritize your needs. This session will help you identify your shop’s priorities, so that you can prepare for the data cleaning process.

 

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Working Session
2:45 – 3:00 p.m.
Before moving into the tactics involved with cleaning your data, you will answer some fundamental questions to help you understand what your data currently looks like, the motivation for your data-cleaning initiative, and what you expect to accomplish with your plan.

 

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Break
3:00 – 3:15 p.m.

 

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Cleaning Your Data
3:15 – 4:30 p.m.
The focus of cleaning your data will be standardization, and you'll need to examine when, how, where, and by whom data is entered and tracked. In this session, we’ll discuss how you can overcome common challenges and implement best practices for how to clean and manage your existing data.

 

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Faculty Q&A Panel
4:30 – 5:00 p.m.

 

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Reflection and Networking
11:00 – 11:30 a.m.
While networking via breakouts, to begin the second day we will focus on sharing our challenges with one another and discuss how the content from the first day can apply to help solve these challenges.

 

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Maintaining Data Hygiene – Determining Staff Access and User Rights
11:30 – 12:15 p.m.
Cleaning your data is an effort you won’t want to repeat. Therefore, it is essential to maintain your data hygiene by determining the appropriate staff access and user rights to certain data. In this session, we’ll help you identify how to create these standards for your shop.

 

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Maintaining Data Hygiene – Creating an Intake Process for New Data
12:15 – 1:00 p.m.
As another level of security to ensure that your data hygiene is maintained, formulating an intake process for your team is essential. With a process manual that outlines the steps that data intake should be taken with, current and new team members will participate in the process of maintaining data hygiene. This session will help you think through what a process manual for your shop could look like.

 

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Long Break
1:00 – 1:30 p.m.

 

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Smart Data Segmentation
1:30 – 2:30 p.m.
With clean, well-organized data, you will see an improvement in the quality of how you segment your information. This can lead to improved stewardship, increased contact rates, and a more targeted approach in data purchasing. All of which leads to more funds raised. In this session, we’ll discuss ways you can use your newly-cleaned data to help you better achieve these goals.

 

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Break
2:30 – 2:45 p.m.

 

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Using Data to Inform Strategy
2:45 – 3:45 p.m.
Having confidence in the data you have will lead you and your team to develop and inform your strategy. With the newfound energy that comes with this confidence, your shop will be able to elevate your goals and achieve success beyond what you were ever able to accomplish prior to having your data clean and organized.

 

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Break
3:45 – 4:00 p.m.

 

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Identifying Your Next Steps
4:00 – 4:30 p.m.
You’ll have the opportunity to integrate the lessons learned from this conference and apply them to your shop, identifying the next steps you plan to take to help you start or advance your data-hygiene initiative.

 

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Closing Q&A
4:30 – 5:00 p.m.