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Audit your members

Why a regular audit matters

Over time, directories can become cluttered with:

  • Duplicate profiles for the same organisation
  • Incomplete or outdated listings
  • Inactive accounts
  • Inconsistent formatting or categorisation

A regular audit helps you maintain trust, improve search results, and support member engagement—by ensuring the platform reflects the real, up-to-date community landscape.

Step-by-step: How to audit your member directory

1. Export or browse the full directory
Use your admin tools to review or export a list of all member accounts.

Use Excel or Numbers (or similar) to filter by:

  • Account type (e.g. organisations, volunteers, residents)
  • Date created or last updated
  • Activity level (e.g. last login, posts, events)

2. Check for duplicates and similar names
Look for profiles with:

  • Nearly identical names (e.g. “Crundale Hall” vs “Crundale Community Hall”)
  • Repeated emails, web links or contact info
  • Similar logos or identical service descriptions

3. Identify inactive or outdated accounts
Make a note of profiles that:

  • Haven’t been updated in 6–12 months
  • Contain broken links or outdated event info
  • Belong to services or groups that no longer exist

4. Review completeness
Check how many profiles are missing:

  • A description
  • A logo or profile picture
  • Contact details or location
  • Any activity listings or events

Use this to prioritise who to support or follow up with.

5. Tidy and update what you can
Depending on your access level, you might:

  • Archive inactive or outdated accounts
  • Merge duplicate profiles by moving over activities and then archiving one profile
  • Add missing contact info (with permission)

6. Contact members who need to update
Send a friendly message to members with incomplete or out-of-date profiles offering help to update or refresh their listing.

Bonus tips for a stronger directory

  • Set up regular reviews – even once a quarter makes a big difference
  • Promote best examples – highlight complete profiles as inspiration
  • Encourage members to keep info current – add reminders in newsletters or login messages
  • Tag incomplete profiles – if your platform allows, use tags to track those needing updates
  • Keep categories consistent – check that listings use shared labels and avoid confusing overlaps

Free templates for Made Open admins

If you are an admin of a Made Open community platform, sign in or register to this platform (different account to your own platform) and download these resources for free.

Template messages to members about duplicated accounts and updating profiles.docx

Added 29-07-2025 by Claire Stevens
  Sign in to download

Audit spreadsheet of organisations and groups to identify duplicates.xlsx

Added 29-07-2025 by Claire Stevens
  Sign in to download

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