WHAT IS IT?
Being digitally strategic means optimizing software and processes to make 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 in a digital world.
Young Associates will help your organization to articulate digital goals. We will develop a tailored information system for you, your board and staff to collect, store and analyze data, to better understand your stakeholder landscape.
Well-managed data and digital tools increase your organization’s efficiency and its ability to turn information into knowledge, and your potential to make wise administrative decisions based on sound evidence. They also reduce administrative burden, freeing you up to do the work that matters to achieve your mandate.
HOW CAN IT BENEFIT YOUR ORGANIZATION?
Young Associates will:
assist your organization in selecting and optimizing the use of software applications and integrations
take data processing activities off your plate (e.g. donations, tax receipting, 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
assist you in understanding how information moves through your organization
optimize information architecture in your internal and public-facing information systems (e.g. databases, websites) to ensure users don’t get lost or confused
design a digital 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 and other stakeholder records
Performing mail merges and eblasts
We provide monthly or ongoing support (as needed) for you to integrate your database(s) into your management activities and strategic growth, including:
Pulling and reviewing monthly reports
Data quality verification
Reconciliation with accounting software
Set up of new structural updates to your database
Components of full service data entry and processing, as required
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 & PROJECTS
We help senior managers and boards work with staff to align organizational and portfolio-specific goals with data processes.
We help managers:
Select appropriate software for organizational activities (e.g. fundraising, membership, ecommerce) and optimize integrations
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
Design records management systems
Model ideal information architecture to optimize user experience in information systems
Design data flow visualizations to assist in understanding an organization’s information environment
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 optimize your digital tools and information (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, remotely, onsite at your office, or in our seminar room.
Young Associates has been able to deliver digital strategies services with funding from the Ontario Arts Council Compass program and the Canada Council’s Leadership for Change (formerly Flying Squad) program.