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Publisher Guidance

Step 7. Handing over to somebody else

If you move on, tell us who the new 360Giving primary contact will be.

Tell us about changes in your team

When you registered as a publisher, we asked for contact details for the primary contact for your organisation. This is who we have been in touch with throughout the publishing process, and we will continue to use these contact details for any updates now that you’ve finished. 

If you are moving on

Please let us know who the new 360Giving primary contact will be by emailing us at support@threesixtygiving.org.

Roles in the publishing process

Before you leave, please make sure that there is someone available for all of the project roles below for the next time that you publish, and that everyone understands what is needed from them.

  • Grantmaking decision maker. This person’s role is to make sure that decisions about what information you publish are aligned with the ‘big picture’, in your organisation and beyond. 
  • Data collector. This is a data gathering role – responsible for getting all the information you’ve decided to publish together into one place and extracting it or copying it from your grants management system.
  • Data manager. The data manager is the person who will prepare your data, ‘cleaning’ it, and getting it into the right format for the 360Giving Data Standard. They will also test your data using the Data Quality Checker to make sure that it is ready to publish. 
  • Data controller. This role must make sure that your data protection policy is followed and that people’s privacy is protected. 
  • Data publisher. The data publisher is the person responsible for making sure that the file containing your 360Giving data is hosted somewhere online, along with your open license information.

Someone might take on more than one role. If your organisation is very small, one person may be responsible for all these different tasks.

Checklist

You’ve reached the end of Stage 4: Post-publishing! Now complete the checklist:

Have you…

  • Shared your achievement with your team?
  • Make a note of what you did, as a reminder for next time?
  • Checked your data in GrantNav and GrantVis?
  • Made any corrections or changes that are needed?
  • Explored your data quality alongside other funders in the Data Quality Dashboard?
  • Got a free widget, to display your data on your website or intranet?