Category Archives: Record Keeping
I love Spring. Aside from the fact that New York Winters last longer than the other seasons f(or at least it seems that way), Spring gives us an excuse for a fresh start. It also gives us a fab impetus for cleaning up our offices, both literally and figuratively. Here are 10 ideas for Spring Cleaning, Development Style:
- Review your donor management software, and eliminate and merge any duplicates that you find.
- Freshen up your conventional donor thank-you ideas. Usually send a letter? Send a picture postcard instead, or make a phone call. Make a list of new ideas that you can use to say thank-you.
- If you’re fortunate enough to work with a staff, hold a meeting with them to talk about new initiatives for the development department.
- Sort and weed out your stacks of fundraising periodicals. Tired of paper pile-ups? Many development publications, including FundRaising Success, The Chronicle of Philanthropy, and AFP’s Advancing Philanthropy, are available in digital editions.
- Review your donor files and clean out any outdated materials or information that is no longer useful.
- Assess what is working and what isn’t with your current systems. Are there training modules you could order from your software providers, or could you lay to rest a “fundraising program” that isn’t cutting the muster and hasn’t been for years? The best systems and events are those that help you reach your goals.
- Add a few new decorative items to your office space. Photos of family and friends, pieces of artwork that you like, or motivational quotes are all good additions. If you ask nicely, you might even get permission to paint your office or get a new area rug or office chair.
- Take a day to physically clean your space if you don’t do it regularly. Studies have shown that keyboards, desks and phones can be some of the germiest spaces in your office!
- How is your filing system working for you? Do you avoid filing items because you dread losing them? An ideal filing system should enable you to file something in less than 30 seconds and retrieve it in less than a minute. There are lots of tips out there for building a great filing system. This tip is time-intensive, but very worth it in the long run.
- Spring-clean your self-talk. Feeling discouraged over the grey expanse of winter? Give yourself a pep talk. You’re doing good work for a good cause. Your passion inspires others, and the great part is that you can continue to improve if you choose to!
Do you have any “spring cleaning” development tips?