Hi,
We are currently preparing for a major reorganization at our university, which may involve merging some colleges and moving departments into new colleges. I'm hoping to connect with someone who has recently gone through a similar process at their institution.
In the past, when a department moved from one college to another, we updated all related gift data to reflect the department's new home. However, given the larger scale of this reorganization - and the broader impact across many areas - we are considering tracking both the former and the new college/department associations for funds. This would allow us to continue accurately reporting fundraising totals for each area over time, rather than only reporting based on where the department and/or college is housed currently.
I would love to hear about best practices for tracking this kind of data:
- How do you handle historical reporting when departments/colleges move?
- Do you maintain dual coding or historical records for prior college affiliations?
- Any lessons learned or pitfalls to avoid?
Thank you in advance for any advice or insights you can share!
Colleen
Colleen Hobson
Associate VP Advancement Services
Tel : 435-797-1285 Cell: 435-770-4155
890 E 700 N | USU Alumni Center, Room 201A
Utah State University
1590 Old Main Hill
Logan UT 84322-1590
http://www.usu.edu/advancement