At the most recent NEDRA conference, Meghan Hakanson and Amy Begg of Harvard University delivered a session to a packed room on how they created pivot tables to sort through mountains of data to identify reunion prospects. What had session participants clamoring for more was the nitty-gritty details of how Meghan and Amy actually did it. So I asked them to share their project with us – step by step – so that we can all try it, too!

Huge thanks to both of them for their generous willingness to share, and to Meghan especially for writing this article.

Have you ever found yourself sorting through mountains of prospects and thought, “There must be a better way to do this!” and at the same time, “but I don’t have a lot of time!”? We found ourselves saying and thinking the same things to each other as we embarked on a new project for our Reunion and Annual Campaigns team here at Harvard. [Read more…]