Eliminating errors: How The Ohio State University is striving for processing perfection with a quality control programme

Kristen Regan and Tracy Owens
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Kristen Regan: Advancement Records Business Analyst, The Ohio State University Foundation Advancement Records, USA
Tracy Owens: Business Transformation Leader, 3 Point Consulting Ltd, USA

Journal of Education Advancement & Marketing, 2020, vol. 5, issue 3, 229-242

Abstract: Donor and alumni data drives much of the fundraising world. How does a large-scale university nonprofit ensure that the data for alumni, donor and friend records is correct? This paper discusses how, over the course of five years, the department of Advancement Records at The Ohio State University Foundation set out to uncover the best ways to monitor and track this data and provide an accuracy rate (AR) for the information entered into the database. After determining best practices for processing and figuring out how to review gifts for accuracy, the members of the quality control team worked with Tracy Owens, an American Society for Quality (ASQ) Certified Quality Engineer, to implement a new statistically validated method to determine the accuracy of their gift processing. This method, called CASI, significantly reduced the number of gifts reviewed each year while still maintaining the same AR. The quality control team also works to continuously improve this process and prioritise other tasks in the department to review for quality including receipts, student work, biographic update requests and more.

Keywords: quality control; CASI; gift processing; fundraising; data (search for similar items in EconPapers)
JEL-codes: M3 (search for similar items in EconPapers)
Date: 2020
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