Data Collection Checklist
A data management checklist developed by peer permanently affordable housing organizations based on data collection best practices. With practitioners collecting the same data in the same way, we can more accurately measure the impact of the sector at national level.
Data Collection Checklist – Housing Counseling
This checklist helps housing counseling programs align program documents and procedures with HUD’s minimum reporting requirements and HomeKeeper’s data collection standards.
Universal Application
A housing application created by your peers to ensure that organizations are tracking the same types of data upon application. Application questions reflect common metrics required by funders, stakeholders and non profit boards.
Universal Application (Word Version)
Universal Application (Fillable PDF Version)
Property Portfolio Management Spreadsheet
A starter excel spreadsheet for tracking your properties. This tool will assist your organization with tracking the basic characteristics and locations of all of your properties at all different stages of development.
Monitoring Events Log
An excel spreadsheet containing a running log of important monitoring issues your organization is working to resolve. Track the same information for each post-purchase issue and keep the information in a central, accessible place.
Exit Survey Log
Exit surveys are a great way to track former homeowners upon resale and include a standard set of questions most program routinely ask at the time of resale or shortly after.
Free Excel Tools
Excel is a really useful and powerful tool. Luckily, there are a lot of free resources out there to help you learn how to better use it!
A Simple Guide to Online Graphing Tools
Understanding Data Analysis: A Beginner’s Guide
Analyze Data in Excel
VLOOKUP Function
