Tips for Effective Record Keeping

  • Look for the most ‘natural’ time and place to collect the information you need. This will be as close as possible to the source of the information. For example, information on the number of people who attend a workshop would most naturally be collected during the workshop itself and not the next day based on the memory of the facilitator.
  • Make sure that everyone who is collecting the information understands what the information is used for. If people understand why they are collecting information they are more likely to collect it properly.
  • Give feedback on the results to the people who have been collecting the information.
  • Make sure that everyone who is collecting the information has been given clear and consistent guidelines on how to go about it.
  • Write down what forms are used, when and how they should be filled in, and what the information is used for. This means that knowledge does not get lost in one person’s head.
  • Store your information safely.
  • Check that you are not collecting the same piece of information more than once.

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