Maintenance Task Schedule

Angela Bertrand 2

I'm working on setting up a calendar of regular maintenance tasks now that I've built a solid policy and procedure base at my organization. (Prior to me creating one a year/year and a half ago, they didn't have any documented/stable policy and procedures...) I already do/support a couple on a regular basis:

• Monthly Dupe Check
• Yearly query clean-up
• Twice monthly over-due pledge check-up
• (New) annual portfolio review processes for with our individual giving team
• Annual address finder search
• Yearly addressee/salutation check-up

What other clean-up tasks would you suggest I add to my regimen? What does your data maintenance calendar look like? 


Thank you!

F. O.

Currently the maintenance process here is not formalized but this is a great idea! To your list I would add:

- quarterly table cleanup

- monthly review overdue actions

Dave Brubaker

I like your list; have you developed this into a fuller listing?

Thanks,

Dave