I work with a small land trust and we're about 18 months into a conservation easement project with around 40 landowners across two watersheds. Some of these relationships go back years before I joined, and that's the part I keep turning over in my head.
People have made commitments to these families over the years. Things like "we'll walk the back parcel with you in spring," or "we'll loop you in before any monitoring visit." Some of it's in old emails, some in meeting notes, some just in my colleague's head. She remembers everything, which is amazing, but I don't think that's a system we can rely on forever.
I really don't want to be the person who misses a follow-up we promised, especially when some of these are 20 year relationships.
I've looked at a few tools but honestly I get nervous about where landowner info would be stored, and whether the rest of the team would actually use something complicated. Anything you've found that's simple and keeps the data safe?