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MOVES MANAGEMENT WORKSHOP

July 25, 2012

Becky Kimball, Principal Consultant

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• How to design systems for prospect cultivation and donor stewardship• Ensuring buy-in from fundraisers and leadership• Creating accountability outputs

OBJECTIVES

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• Create a Data/Executive Steering Committee- Schedule regular meetings to discuss databases

• Begin with the end in mind - What Reports/Outputs will we need?- Are any Campaign Reports needed? - Have staff bring in examples

• Discuss Current State - What processes are currently in place?

• Discuss Future State- Where do we want to be?- How are we going to get there? - What data needs to be cleanup up?

• Create Documentation for Business Processes

IMPLEMENTING A NEW TRACKING SYSTEM IN RE

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• Leverage the Steering Committee• Provide Training- New Business Processes- On-going (Brown-Bag Sessions, Drop-in Sessions, 1:1)

• Create 1 Page Quick Tip Documents for Fundraisers • Discuss how reports/outputs will be used to create accountability• Block off time on all fundraisers calendars to begin implementing the

new changes

ENSURING BUY-IN

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• Begin with thinking about reports/outputs• Assist leadership and fundraisers with creating key reports/outputs- Take time to sit down and discuss each of the reports/outputs

• Use the reports/outputs during prospect tracking meetings

CREATING ACCOUNTABILITY OUTPUTS

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Save time - get things done on the go

• Quick access to the constituent’s info you care about most

• Search for any constituent in your database

• Log phone calls• Complete actions and add new actions • Add and edit notes• Update constituent contact info• See list of recent gifts

RAISER’S EDGE MOBILE

“This (will) be wonderful! When this is available we will have better

consistency and accuracy.”

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