Data Strategy Tools: Process & Data Assessment

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We built this tool to help non-profits and small businesses assess how their current set of data and data processes are working for them, to help them identify areas for improvement, and to kick-start the work to get their data systems to work more efficiently. If you are in the
early stages of developing a data strategy, or if you're trying to make your data systems (a CRM, a visualization tool) easier to use for your team, then this data and process assessment tool is for you.

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Instructions are in the final tab. There is also sample data in there from a real organization. If you have any questions, please reach out to us at hello@sertuspartners.com.

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Updated May 18, 2021 at 3:43 PM
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Nandini Narula - Sertus Partners

We build information platforms for non-profit organizations and small businesses to help them report compelling and useful data to demonstrate success and maximize impact.
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Step 1: Identify and Assess
Step 2: Plan Actions and Re-Assess
View 1: Process Status by Staff Functions
View 2: Process Status by Action Status
View 3: Data & Processes to Review
View 4: New Processes Needed
Step-by-Step Instructions and Resources
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