Use this quarterly. Each section is written as questions rather than tasks, because the answers tell you where your process leaks.
Donor data
Donor data hygiene workbook
A structured audit of duplicates, households, recognition and consent, with the questions to ask each time.
5 min readBeneora product team
Takeaway
Audit four dimensions on a fixed schedule. Data quality decays quietly and continuously.
The template
Tick items on screen, or print this page — the checklist is laid out to print cleanly.
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Design-partner program
We write these from partner sessions
If this matches your week, a working session is the fastest way to make the product fit it. Partners see the honest status of every module and are never charged for a prototype.