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Moves Management in The Raiser's Edge
 

Moves Management in The Raiser's Edge

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PASSHE 2011 Session on Moves Management in The Raiser's Edge, given by Molly Maple.

PASSHE 2011 Session on Moves Management in The Raiser's Edge, given by Molly Maple.

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    Moves Management in The Raiser's Edge Moves Management in The Raiser's Edge Presentation Transcript

    • Raiser’s edge tips & tricks for moves management
      Molly Maple
      Senior Solutions Engineer
      @blondegeek
    • First, our objectives
    • Objectives
      • Identify Raiser’s Edge tools helpful in managing prospective donors from identification to cultivation and solicitation.
      • Use Actions and Action Tracks to facilitate all contact and activity surrounding constituent contact.
      • Track the effectiveness of your actions using reporting tools.
      • View action reminders on your Home Page.
      • Enable stewardship through ongoing communications.
    • The Big Picture
      Capital campaigns and endowment projects
      Annual giving participation and giving societies
    • Introduction
      Moves:
      • Coordinated, Constituent-Centric Activities™ that build relationships and raise money in support of your mission
      Moves Management:
      • The strategic planning and execution of moves to improve results over time
      Empowers staff to act strategically
      Builds and manages a prospect pipeline
      Guides moves and analysis
    • Identification
      • Identify prospects
      • From the database
      • From prospect research
      • From development officers
      • Create constituent record if new
    • Identification – Using the Database
      • Queries
      • Reports
      • Analytical
      • Demographic/Statistical
      • Profiles
      • Screening and modeling
    • Prospect Research
      • Enter research findings into appropriate RE fields (more than just Notes!)
      • If using RE:Search, track with Prospect tab
      • When research is complete, update Moves Stage on the record
    • Research Findings
      • Attributes
      • Relationships
    • Research Findings – cont’d
      • Notes
      • Media
      • Prospect
    • Qualification
      Confirm prospect’s likelihood/capacity
      Move to Cultivation stage, if applicable; mark record
      Assign solicitors and solicitor goals
    • Assigning Solicitors
      On solicitor’s constituent record: Mark as solicitor
      On prospect’s record: Add assigned solicitor as relationship
    • Cultivation
      • Determine strategy and set up corresponding actions in The Raiser’s Edge
      • Update constituent record as information changes or with new information
      • Add and modify actions to refine strategy
      • Use dashboards/reports for actions and proposals
      • Set up home page to help you stay on track
    • Managing Moves with Actions
      • Maintain a history of “touches” with your constituents;
      • Becomes tickler file for upcoming touches
      • Follow-up actions can be prompted to occur
      • Combine actions for a group of constituents into a track
      • Add actions to multiple constituents at once
    • The Action Record
      • Linked to constituent record
      • Accessible from constituent record or Records page
      • Action category determines specific fields on record
      • Set up reminders
      • Mark actions completed
    • Viewing Actions/Reminders
      • Constituent Record
      • At-a-glance view of all actions for a constituent
      • Home page
      • One-stop destination
      • Create workflows for your moves program
      • Dashboard
      • Auto-remind feature alerts of upcoming actions (Action Reminders panel)
      • Oversight into staff activities
    • Mail Campaign brochure
      Assigned solicitor calls donor to gauge interest
      Donor is NOT interested
      Donor is interested
      Schedule Lunch Meeting to present proposal
      Send Mailing - inquiry
      Action Tracks
      • String together single actions to engage a moves strategy
      • Next action can be generated in two ways:
      • Completion of previous action (i.e. marked completed)
      • Outcome of previous action
      • Create tracks for differing groups and reuse as appropriate:
      • Annually
      • Renewal cycle
      • By appeal…
    • Finding action tracks
    • Anatomy of an Action Track
      Name
      Actions
      Action Summary Info:
      • Conditions
      • Solicitor(s)
      • Priority
      • Status
    • Action Tracks Process
      • Define Track
      • Name
      • Determine workflow (plan this out on paper)
      • Add actions to Track (build the action workflow)
      • Configure reminders
      • Assign (entire or part of) track to one or more constituents. Select:
      • Track to assign
      • Constituent(s)
      • Actions and date
      • Options
    • Adding Actions to a Track
      • Add each action individually:
      • General
      • Conditions*
      • Attributes
      • Notes
      *unique to action tracks
    • Creating an action workflow
      Similar to Action Record previously seen but:
      • Conditions must be set
      • No Action Date on General tab; Date is based upon condition
    • Conditions
      Independent action
      Create action upon:
      • Assigning the track?
      (Independent Actions)
      • Completion of another action? (query)
      (Dependent actions)
      Set Action Date as:
      • Date of creation
      • Specific date
      A
      A
      B
      B
      Dependent action
      A
      B
      • Action queries are the key
      • Group Actions (not Constituents)
      • Provide fully configurable options
      • Build dependencies around:
      • Whether an action has been completed
      • Whether there is “interest”
      • Status code of the action
      • Any action field
      Dependent actions
    • Assigning Action Tracks
      • Step 1: Which track and to whom?
      • Step 2: Which action and when?
      • Step 3: Options
    • The Track in Action: first step
      • Assigning the Action Track automatically schedules the first step(s)
      • Fulfill the requirements of the dependencies (mark completed, etc.)
      The Track in Action: completing a step
      • Based on the workflow, new Action(s) are scheduled
      The Track in Action: outcome of a step
    • Tracking Progress
      • Action reports
      • Action Detail
      • Action Summary
      • Tickler
      • Home Page
      • Dashboard
      • Constituent Action List
      • Solicitor Action List
      • Action Reminders
      • Action Query
    • Solicitation
      • When cultivation is complete, change Status (i.e. Solicitation)
      • Update solicitation action/proposal
      • Make ask
      • A “Yes”
      • Update action
      • Update proposal
      • Add gift, linked to proposal
      • Continue with Stewardship stage
      • A “Maybe”
      • Change status (e.g. Negotiation)
      • Add necessary actions
      • Update proposal
      • A “No”
      • Update actions
      • Update proposal
      • Change Status (e.g. Dropped)
      • Determine next steps with prospect
    • Stewardship
      • Acknowledgements
      • Set up mailings for specific stewardship groups
      • Mail individual constituents as gifts arrive
      • Use Quick Letters for speedy acknowledgments
      • Consider Honor Roll of Donors/Annual Report
    • Build a culture of responsiveness
      • Establish additional tracks for stewardship
      • Re-use the same concepts for ongoing tracks
      • Build assignments and notifications
      • Mark “Prompt for follow-up”
      • User option is configurable for staff
      • Automatically prompts the staff member to schedule the next call or meeting when finishing one
    • Summary
      • Moves Management refers to managing your steps
      • Move prospects or donors from one level to the next
      • Use action records to record these moves
      • Tools can help you identify your next prospects
      • Queries
      • Reports
      • Be sure to document where each one is every step of the way
      • Always track research findings in the system
      • Prospect tab provides the best consolidated location
      • Notes, Media, Relationships, and Attributes are also options
      • Track staff activity
      • Assign solicitors and solicitor goals
      • Action reminders help everyone stay on track and meet their goals
    • Summary
      • Action tracks provide efficiency
      • Assign them to build a process or enforce rules
      • Actions can be independent and dependent
      • Use Action Queries to create dependent actions based on a change in status or outcome from a previous action
      • Monitor success
      • Ensure that everyone has the right dashboards
      • Utilize reports to monitor key performance indicators
      • Build a culture of Stewardship
      • Use a variety of mail functions to accomplish donor acknowledgments
      • Craft stewardship tracks