Does your Development office have an internal policies/procedures manual?
In addition to internal systems and policies, this document should detail standards for data entry and management. Consistency and integrity in data entry is a critical component in successful, accurate communication with your constituents.
A clear, well-written document can help ensure that all protocols are followed correctly, all donor information is secure and your Development office is effectively stewarding your donors.
Takeaways:
- Content to include in documentation
- Information about how to structure the document
- Defining the audience for whom you are writing
- Tips for more readable documentation
 Cheryl J Weissman has been working for and with nonprofits since 1984.After several years as a fundraiser at a Chicago nonprofit, Cheryl moved on to become an account manager for a national software company.
Working exclusively with nonprofits, Cheryl developed and delivered software training programs, performed various data-related services, organized and hosted users groups, provided on- and off-site consulting services and provided input into software updates. In 1993, believing she could more efficiently serve the nonprofit community without the overhead of a larger company, Cheryl founded CJW Consulting & Services, Inc. |
 CJW Consulting & Services, Inc.(CJW) is dedicated to preserving the institutional memories of nonprofit organizations.CJW founded in 1993 to help non-profit organizations make the most effective use of their software resources.
Cheryl Weissman, CJW’s President, has 25+ years of experience with fundraising, the nonprofit community and its associated software. Cheryl’s background, along with her commitment to providing affordable, high-quality services, allow CJW to provide high-quality consulting and services at prices designed to fit your budget. CJW Consulting & Services, Inc. offers a wide variety of services, including on-site and on-line software training, data analysis, consulting and temporary staff replacement, all tailored to your specific needs. To date, CJW has assisted nonprofits in over 30 US states and 4 Canadian provinces. |
