CASE All Districts Online 2023-Managing VIP Data: Very Important Processes (and People!)

Video Transcription

Video Summary

The video is a recorded session of a conference titled "Managing VIP Data" presented by Kate Stevens and Chris Kendrick from the London School of Economics and Political Science (LSE). The presenters apologize for not being able to attend the conference in person and share that the presentation was previously given at the UK CASE Development Services Conference. They introduce their roles at LSE, with Chris overseeing alumni engagement and Kate managing systems and data in the philanthropy division.<br /><br />The main focus of their presentation is on managing important data and processes for VIPs, including donors, supporters, volunteers, and influencers. They discuss the challenges of untangling and streamlining data structures and processes that have grown over time without strategic consideration. They also highlight the importance of defining and categorizing VIP groups, setting thresholds and criteria for inclusion.<br /><br />The presenters outline a project they have undertaken at LSE to improve their data management and communication with VIP audiences. They describe their progress, including defining groups, developing consistent data structures, and implementing user interface changes. They emphasize the need for understanding the purpose of data, collective buy-in, agility, documentation, and communication throughout the project.<br /><br />The session concludes with a call for attendees to provide feedback and reach out to the presenters with any questions.

Asset Caption

CASE Career Levels: 3-5
CASE Competencies: Strategic Thinking, Business and Financial Acumen

Keywords

Managing VIP Data

Kate Stevens

Chris Kendrick

London School of Economics and Political Science

data management

VIP groups