Managing Information

Today, I’ve been busy with some final duties for the non-profit I have been working with for nearly 8 years.  On Monday, I announced my resignation from the board effective December 2008.  My final duties include doing my part to clean-up our donor database and review and revise our Board Manual and Volunteer Training materials.

This would be oh, so easy, if only…

If only, all the data was in a central location.  If only, I hadn’t lost my originals that had been done years ago on computers long gone.  If only, the files that I had copied from other machines had actually made it onto the organization’s computer (I could have sworn, they were there before I deleted my back-up.)

Today’s work caused me to reflect upon how people don’t really pay attention to important information when they are involved with an organization, whether it be work or volunteer.  This morning, I went through lots of “dead paper” (borrowed from Stephen Arnold) and filed it accordingly.

One thing became very clear, an organization that has lots of volunteer workers in a decentralized environment must have a policy in place about how the meeting records, training materials, and organization policies are archived.  Organizational history in a grass-roots organization is critical to the on-going support and well being of the entity.  Knowing where new members can access that information is extremely important.

A central place for all of this rich information is important whether in dead paper or electronic.  I will make some final recommendations to my fellow volunteers encouraging even more attention to the proper filing/archiving of critical information.

If you have gotten complacent in your own policies regarding information management whether at work or within your own volunteer organization, I would encourage you to follow these guidelines.  I know, you’ve heard it before but it really is important.

  • Back-up data.
  • Electronic documents created on a home computer for work/volunteer should be transferred to the organizations files.
  • Don’t let the paperwork overwhelm you; file it, recycle it, but don’t pile it.
  • For important documents:  Time/Date Stamp and File a Hard Copy and an Electronic Copy.

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