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Growing your database
Andy Cooper
Head of Development Services
University of Sheffield, United Kingdom

www.shef.ac.uk/alumni
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
24/05/2011 © The University of Sheffield / Department of Marketing and Communications
I aim to cover …

• What is a database?
• Why have a database?
• Types of database
• Information to hold
• Sources of information
• Resources




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
What is a database?


“A structured collection of data held in
computer storage; esp. one that
incorporates software to make it accessible
in a variety of ways” O.E.D.

It could be your most powerful resource:
collective memory, evidence and a working tool
 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Database examples




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Without maintenance




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Why have a database?
• Store our information in
  one place
• Easily extract information
  e.g. mailing lists, email
  addresses, VIP’s
• Search for information
• Secure
• Reduces paperwork
• Collective memory
 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Types of database

Spreadsheet                                                     Relational Database (Access,
                                                                Oracle, SQL)
Pros
                                                                Pros
           Cheap
                                                                               Easy to manage
           Easy to create
                                                                               Easy to share
Cons
                                                                               Easy to search
           Hard to manage
                                                                               Can be very complex
           Difficult to share
                                                                Cons
           Hard to query
                                                                               Can be expensive
           Limited in data
  24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Information to hold
• Minimum of
     • Name
     • Contact details (home & work)
     • Educational qualifications
     • Work including salary
     • Donation history
     • Interests (while at University and now)
     • Event history (mailings, email, visits)



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Sources of information 1
• Existing Systems

      • Current Databases
      • Alumni Directories
      • Paper Records
      • Personal Knowledge
      • Business Cards



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Sources of information 2
• External Sources
      • Business Directories
      • Public Libraries
      • Newspapers
      • Research
        Companies
      • The Internet




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Sources of information 3

• Pro-active sources
      • Questionnaires
      • Email-shots
      • Adverts
      • Website
      • Business Cards
      • Networks



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Questionnaires
• Cheap to produce
• Easy to fill in
• Engage your alumni
• Can be used at all
  events and with all
  mailshots
• Gather a lot of
  information quickly

• Need to be input
• Need addresses

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Questionnaires
• In 2002, we sent 100,000 questionnaires
• 18,000 were returned with new and updated
  information
• 9,000 were returned due to incorrect
  addresses
• 25% response in some form on the first
  contact for 8 years!
• Even received several donations
• 43 Weeks to Update the Database

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Email

• Easy to create
• Cheap to send
• Very easy for people to respond
• Good response rate


• Need email addresses
• Need resources to update your database


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Adverts
• Potentially reach a large
  number of alumni
• Good Public Relations
  for your institution
• Do not need addresses
• Get a news story and
  you get a free advert!


• Can be expensive



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Website
• Easy to set-up
• Easy to maintain
• Provide key
  information
• Advertise events and
  services
• Use forms to gather
  data
• Have to be kept up-
  to-date

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Business Cards
• Easy to collect
• Up-to-date contact
  information
• Have a Business
  Card raffle at all
  events with a prize
• Encourage
  academics to send
  you business cards

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Networks
• Use personal and
  professional
  networks
• Encourage people to
  tell you if they meet
  alumni
• Encourage alumni to
  tell you about other
  alumni


24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Legal issues
• Before storing information check for any legal
  issues
• In Europe the “Data Protection Act” defines
  how we can store personal information
• Explain to people how you are going to store
  and use their information
• Give them “opt outs” so they can choose not
  to be contacted or removed from your
  database

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Data entry
• Huge job (mountain)
• Very important
• Need high accuracy
• Speed
• “Boring” job
• Most important job in
  the office?



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Resources – what you will need


• Database
• Data entry staff
• Researchers
• Database
  administrators
• Money for mailshots



24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Data entry staff

• Students
      • Hardworking
      • Intelligent
      • Appreciate why
      • Can do “odd hours”
      • Cost effective




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Database screen shots




                                                                                        With Sample Data

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Database screen shots




                                                                                        With Sample Data

24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Conclusions
Conclusions

• The database underpins all the work in your office
• It is a long-term investment which requires proper
  funding
• Over time it will become a tailor-made resource of real
  value
• We are blind and impotent without a database
• “Rubbish in = rubbish out”



    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Research
Andy Cooper
Head of Development Services
University of Sheffield, United Kingdom

www.shef.ac.uk/alumni
Research


• Why do research?
• Where to find information?
• How to record it?
• Sample profiles




 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Why do research?

• If you don’t know who your alumni are how can we ask
  them to help
• Help provide quick briefings to senior staff
• To save embarrassment
• To understand who we are
• To provide evidence and statistics
• Help group our alumni to manage them
• To find our high flyers and influential alumni

    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Building a picture
• Name
• Photo
• Address
• What do they do? Biography?
• Do they have family?
• What are they interested in?
• Who do they know at the Institution?
• Who is in their network?
• What might interest them at the Institution?
    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Building a picture 2
• What are they worth?
• What motivates them philanthropically?
• What is their capacity to give?




    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
Where to look

• Alumni Database
• News clippings and media stories
• “Tip offs” and personal updates
• Commercial databases (Compass, Companies House,
  Nexis, Who’s Who)
• The Internet




    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
All sorts of information




24/05/2011 © The University of Sheffield / Department of Marketing and Communications
How to record information

• Alumni Database
• Drop down lists vs “Free text”
• Keep it simple and consistent
• Group information where you can
• Media stories and clippings as images and documents
• Create Profiles
• Regularly check and update
• Keep figures to show progress

    24/05/2011 © The University of Sheffield / Department of Marketing and Communications
24/05/2011 © The University of Sheffield / Department of Marketing and Communications

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Growing your database and research

  • 1. Growing your database Andy Cooper Head of Development Services University of Sheffield, United Kingdom www.shef.ac.uk/alumni
  • 2. 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 3. 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 4. I aim to cover … • What is a database? • Why have a database? • Types of database • Information to hold • Sources of information • Resources 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 5. What is a database? “A structured collection of data held in computer storage; esp. one that incorporates software to make it accessible in a variety of ways” O.E.D. It could be your most powerful resource: collective memory, evidence and a working tool 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 6. Database examples 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 7. Without maintenance 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 8. Why have a database? • Store our information in one place • Easily extract information e.g. mailing lists, email addresses, VIP’s • Search for information • Secure • Reduces paperwork • Collective memory 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 9. Types of database Spreadsheet Relational Database (Access, Oracle, SQL) Pros Pros Cheap Easy to manage Easy to create Easy to share Cons Easy to search Hard to manage Can be very complex Difficult to share Cons Hard to query Can be expensive Limited in data 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 10. Information to hold • Minimum of • Name • Contact details (home & work) • Educational qualifications • Work including salary • Donation history • Interests (while at University and now) • Event history (mailings, email, visits) 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 11. Sources of information 1 • Existing Systems • Current Databases • Alumni Directories • Paper Records • Personal Knowledge • Business Cards 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 12. Sources of information 2 • External Sources • Business Directories • Public Libraries • Newspapers • Research Companies • The Internet 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 13. Sources of information 3 • Pro-active sources • Questionnaires • Email-shots • Adverts • Website • Business Cards • Networks 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 14. Questionnaires • Cheap to produce • Easy to fill in • Engage your alumni • Can be used at all events and with all mailshots • Gather a lot of information quickly • Need to be input • Need addresses 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 15. Questionnaires • In 2002, we sent 100,000 questionnaires • 18,000 were returned with new and updated information • 9,000 were returned due to incorrect addresses • 25% response in some form on the first contact for 8 years! • Even received several donations • 43 Weeks to Update the Database 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 16. Email • Easy to create • Cheap to send • Very easy for people to respond • Good response rate • Need email addresses • Need resources to update your database 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 17. Adverts • Potentially reach a large number of alumni • Good Public Relations for your institution • Do not need addresses • Get a news story and you get a free advert! • Can be expensive 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 18. Website • Easy to set-up • Easy to maintain • Provide key information • Advertise events and services • Use forms to gather data • Have to be kept up- to-date 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 19. Business Cards • Easy to collect • Up-to-date contact information • Have a Business Card raffle at all events with a prize • Encourage academics to send you business cards 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 20. Networks • Use personal and professional networks • Encourage people to tell you if they meet alumni • Encourage alumni to tell you about other alumni 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 21. Legal issues • Before storing information check for any legal issues • In Europe the “Data Protection Act” defines how we can store personal information • Explain to people how you are going to store and use their information • Give them “opt outs” so they can choose not to be contacted or removed from your database 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 22. Data entry • Huge job (mountain) • Very important • Need high accuracy • Speed • “Boring” job • Most important job in the office? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 23. Resources – what you will need • Database • Data entry staff • Researchers • Database administrators • Money for mailshots 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 24. Data entry staff • Students • Hardworking • Intelligent • Appreciate why • Can do “odd hours” • Cost effective 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 25. Database screen shots With Sample Data 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 26. Database screen shots With Sample Data 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 28. Conclusions • The database underpins all the work in your office • It is a long-term investment which requires proper funding • Over time it will become a tailor-made resource of real value • We are blind and impotent without a database • “Rubbish in = rubbish out” 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 29. Research Andy Cooper Head of Development Services University of Sheffield, United Kingdom www.shef.ac.uk/alumni
  • 30. Research • Why do research? • Where to find information? • How to record it? • Sample profiles 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 31. Why do research? • If you don’t know who your alumni are how can we ask them to help • Help provide quick briefings to senior staff • To save embarrassment • To understand who we are • To provide evidence and statistics • Help group our alumni to manage them • To find our high flyers and influential alumni 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 32. Building a picture • Name • Photo • Address • What do they do? Biography? • Do they have family? • What are they interested in? • Who do they know at the Institution? • Who is in their network? • What might interest them at the Institution? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 33. Building a picture 2 • What are they worth? • What motivates them philanthropically? • What is their capacity to give? 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 34. Where to look • Alumni Database • News clippings and media stories • “Tip offs” and personal updates • Commercial databases (Compass, Companies House, Nexis, Who’s Who) • The Internet 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 35. All sorts of information 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 36. How to record information • Alumni Database • Drop down lists vs “Free text” • Keep it simple and consistent • Group information where you can • Media stories and clippings as images and documents • Create Profiles • Regularly check and update • Keep figures to show progress 24/05/2011 © The University of Sheffield / Department of Marketing and Communications
  • 37. 24/05/2011 © The University of Sheffield / Department of Marketing and Communications