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Moves Management in The Raiser's Edge

Moves Management in The Raiser's Edge



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
    • 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
      • 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
      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
      Dependent action
      • 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