Data Collection - Do it Better!

Clients ask us all the time for guidance with their data gathering efforts, so we've put together a guide with best practices for accurate, equitable data collection.

By Karen Uffelman | October 8, 2024 |
Share

Folks ask us all the time for guidance with their data gathering. How can you make data collection more equitable? How do you get the most accurate demographic information without overwhelming your survey participants? How do you collect sensitive data? What are the best practices for structuring and securing data?

Do you have these same questions? If so, we've got you!

Informed by our research and the generous input of many of our clients, we have developed a four-part series with the best, most equitable practices for data collection. Check out the first part -- Equitable Data Collection: Basic Principles. Shout out to Kai Addae from our team, who led the work, and special thanks to Kelsey Evans and Jess Manvell who assisted with research and editing.

In part two, Designing for Your Audience, important design considerations are discussed in depth. We're looking at ways to gather information from your constituents and how to make those tools more accessible.

The third installment of this series is about asking your audience tough questions. In Best Practices for Demographic Questions, we explore ways to ask and collect information about identity that are holistic.

The fourth and final installment of this series, Data Stewardship and Analysis, will help you determine how to handle sensitive information. In this blog post, we share tips on how to structure, store, and protect the data you've collected.

Previous Next

Related Blogs Posts

Our Favorite Things about Salesforce

by Paula Berg | December 23, 2024

One of our project managers, Paula Berg, co-leads a Salesforce Nonprofit User Group in Bellingham, Washington. Together, this group assembled a list of their favorite things about Salesforce.

CRM, Percolator Love, Salesforce

Equitable Data Collection: Data Stewardship and Analysis

by Kai Addae | December 4, 2024

This is the final installment of Percolator's Equitable Data Collection series. Join us as we discuss the ways to explore the data you've collected while maintaining privacy and security.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Best Practices for Demographic Questions

by Kai Addae | November 19, 2024

This is part three of Percolator's Equitable Data Collection series. Join us as we take a deep dive into asking the tough questions.

Best Practices, CRM, Engagement Strategy, Salesforce