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  1. Surveys
  2. 2016
  3. January
  4. D
  5. Data Relationship Assessment
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Exit Survey
 
 
When was the last time you used data to make an important decision?

This is something we all have in common.

The objective of this survey is to gauge each unit's relationship with UA data.
By doing so, we will be able to identify opportunities to improve our data quality, establish clear policies and procedures related to maintenance and ownership and ultimately enable UA to optimize decision making processes.

Please take this opportunity to clearly define your relationship with data and identify unit specific improvements.
 
 
University Advancement Unit Name:
   
 
 
In normal day-to-day activities, what kind of information does your unit create, collect or gather?
Normal Course of Business Periodically Never
Address and/or Telephone Number
Email Address
Relationship Links (spouse, brother etc.)
Contact Preferences (email, phone, mail)
Prospect (wealth indicators, proposal, ratings etc.)
Legal/Compliance (MOA's, other details re legal obligations)
Stewardship (reports, memberships, clubs etc)
Activities (event info, participation etc.)
Affiliations
Committee Participation
Volunteers
 
 
Other (please specify):
   
 
 
 
Information collected by our unit is recorded in James:
 
How does your unit ensure collected data is reported to James?
Normal Course of Business Periodically Never
Email to Records
Update Tools (Bio Wizard, Feed the Lead etc.)
We enter it ourselves on James
We email another department to enter on James
Systems Request
 
 
What is your units timeline for sending data using one of the above options?
 
 
Is there data you unit collects/maintains that doesn't need to be on James? If so, what information and why?
   
 
 
Is there information that your unit finds difficult to forward or record? (Ex. Business Cards) If so, what information and why?
   
 
 
 
How often do you conduct surveys?
 
Weekly
 
Monthly
 
Quarterly
 
Annually