Data Management Services – Data Smart

What is it?

Being ‘Data Smart’ means making efficient and effective use of your organization’s internal and external data sources, increasing the level of quality information preserved and produced by your organization.

Young Associates will help your organization to articulate data goals. We will develop a tailored information system for you, your board and staff to collect, store and analyze data, to better understand your audience and donor landscape.

Well-managed data increases your organization’s ability to turn information into knowledge, and your potential to make wise administrative decisions based on sound evidence.

How can it benefit your organization?

Young Associates will:

  • take data processing activities off your plate (e.g. donations, tax receipting, mail merges, etc.)
  • maintain your statistical reporting for CADAC
  • assist you in eliminating ‘silo effect’ by identifying information overlaps and reducing the duplication of work product
  • assist you in preventing knowledge from walking out the door with departing staff, board and volunteers by ensuring data is collected and preserved with continuity
  • identify areas of opportunity and growth within your fundraising and audience development portfolios through data analysis
  • identify untapped external resources that align with your organization’s mandate
  • give you the tools to focus on strategic revenue generation
  • design data flow visualizations to assist you in understanding how information moves through your organization
  • design a policies and procedures manual specific to your organization

Full Service Data Entry and Processing

We actively manage your basic database needs, including:

  • Regular data entry
  • Pulling basic reports
  • Processing tax receipts
  • Performing mail merges and e-blasts
  • Data Management Support

We provide monthly or ongoing support (as needed) for you to integrate your database into your management activities and strategic growth, including:

  • Pulling and reviewing monthly reports
  • Data quality verification
  • Reconciliation with bookkeeping software
  • Set up of new structural updates to your database
  • Components of full service data entry and processing, as required
  • Prospect Research

We work with you on a project or ongoing basis to increase your fundraising capacity by using research and analysis techniques to identify funding prospects from within your database and outside of your organization.

Young Associates will:

  • identify donor / funder prospects whose values align with your mandate or specific project
  • identify donor trends and opportunities
  • create in depth donor / funder profiles

Training

We help senior managers and boards work with staff to align organizational and portfolio-specific goals with data processes.

We help managers:

  • Select an appropriate database
  • Get the most out of their investment through skillful usership
  • Establish sound data collection, entry and review procedures
  • Design efficient reporting systems to support revenue generation and audience development
  • Identify fundraising prospects through analytical techniques
  • We provide core skills training (e.g. how to use software; how to develop policies and procedures for data collection, entry, and upkeep; how to clean a messy database) as well as integrative instruction on how to make your data ‘smart data’ (e.g. data mining, pulling informative reports, prospect research techniques, and establishing a formal policy framework for data management).

We provide one-on-one coaching and mentoring as well as group instruction. Training can be delivered on-site at your office or in our seminar room.

Testimonials

We have immensely enjoyed working with our Young Associates consultant. She has perfectly combined flexibility with an understanding of what we were needing from the consultation. She kept the project on track and produced an easy-to-understand analysis of our current situation with insightful and practical recommendations that help to us to move forward. 

- Sarah Thomson, Administrator, Orchestras Canada

This has been an incredibly productive and beneficial process for Cahoots Theatre.  This organizational opportunity, funded through the OAC’s Compass program, made it possible for Cahoots to work with Young Associates to clean-up the company’s existing organizational data, customize our database structure to match our growing needs, and develop policies and procedures that will ensure long-term consistencies, efficiencies and the transfer of information over time. 

- Kate Ann Vandermeer, General Manager, Cahoots Theatre Company

I thought Young Associates were very well prepared and lead us through the demo's in a really accessible and thoughtful way.  I would not hesitate to recommend them. 

- Brenda Leadlay, Artistic Executive Director, Magnetic North Theatre Festival

Need Funding?

Young Associates has been able to deliver data management services with funding from the Ontario Arts Council Compass program and the Canada Council’s Leadership for Change (formerly Flying Squad) program.

We are currently accepting new clients. Interested in learning more? Introduce yourself below.