Target Users Forum 2009 - Managing Event Data Across Chapters

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    Target Users Forum 2009 - Managing Event Data Across Chapters - Presentation Transcript

    1. Managing Event Data Across Chapters Mark Davis, Blackbaud - Business Development, Internet Solutions Sarah Hall, Canadian Cancer Society - Online Giving Specialist
      • Part I – Solutions Overview
        • Organizational Challenges and History
        • Multi-Chapter Management
        • Friends Asking Friends® Templates
      • Part 2 – Canadian Cancer Society Case Study by Sarah Hall
      • Challenges
        • Sharing Best Practices
        • Consolidating Constituent Data
        • Coordinating Events, Communications, & Marketing
        • Securing Information
        • Distributing Funds
      • Centralized
        • National Branding
        • National Communication Plan
        • National Fundraising Campaigns
        • Sharing of Donor Information
        • Revenue Sharing Programs
      • Decentralized
        • Suggested Branding
        • Best Practices on Fundraising
        • Individual Campaigns
        • Little Donor Information Sharing
        • Locally-Focused Revenue Generation
      • Blackbaud Sphere
        • 1st Organization in 2002
        • Over 85 Multi-chapter Organizations
        • Event > Fundraising > Email > Advocacy > Websites > CRM
      • Sphere Multi-Chapter Management
        • Record Access
        • Database Collaboration
        • Templates
        • Roll-up Reporting
        • Funds Distribution
      • Implementation Options
        • Multi-tier Account
        • Virtual Account
        • Hybrid Structure
      • Option 1: Multi-tier Account Structure
        • Separate Parent and Children Accounts
      • Pros
        • Limited Access to Local Data
        • Limited Access to Funds
        • Ability to Contract Separately with Each Local
      • Cons
        • Administration across Multiple Accounts
        • No Centralized DB
        • Limited Centralized Email Communications
      • Option 2: Virtual Account Structure
        • Single Account Data is Physically Together, Logically Separated
      National Sphere Account
      • How It Works
        • Every Record is Assigned to VA(s)
        • Users Assigned Access to VA(s)
        • VA Admin Users have Full VA Access
        • Super Admin Users have Full Access
        • Forms/Emails/Templates/Websites in One Account
        • Collected Funds are Assigned to VA
      • How Records are Assigned to VAs
      Online Forms Import Tools Admin Entry Dynamic Segments
      • User Assigned Access
      • Duplicate Management
      • Template Libraries
      • Pros
        • Single Account Administration
        • Single e-Marketing Database
        • Better Duplicate Management
        • Expanded Reporting
      • Cons
        • Access to Local Constituent Data
        • Access to Local Funds
      • Option 3: Hybrid Model
        • Virtual Accounts can be Activated within Multi-tier Structure
        • Use Case: National Organization with Decentralized Regional Entities
      • Friends Asking Friends® Templates
        • Distribute an Event Website Template to All Local Offices
      • Friends Asking Friends® Templates
        • Control Over 350 Website Attributes
      • Friends Asking Friends® Templates
        • National Branding and Deployment
      • Friends Asking Friends® Templates
        • Event Roll-up Reporting
      • Friends Asking Friends® Templates
        • Management Reports by Affiliate/Event/Division
      • Team Captain Average
      • % of TCs with $
      • Walkers per TC
      • # of Walkers Event Goal
      • # of Walkers Company Goal
      • # of Walkers Recruited
      • # of Walkers with $
      • Total Walker Income
      • Walker Average
      • % of Walkers with $
      • Top Walker
      • Gen Company/Team $
      • Employee Walker $
      • Vendor Sponsorship
      • Team Income
      • Total Independent Walkers Income
      • Event Date
      • Event Goal
      • Total Event Income
      • Total # of Companies Recruited
      • Total # of Companies with $
      • Company $ Goal
      • Total Company Income
      • Online $ Raised
      • % of Online $
      • # of TCs Event Goal
      • # of TCs Company Goal
      • # of TCs Recruited
      • # of TCs with $
      • Friends Asking Friends® Templates
        • Email Campaign Templates
      • Friends Asking Friends® Templates
        • Corporate and National Teams Pages
      • Summary
        • Different Organizations have Different Needs
        • Options for Multi-Chapter Organizations
    2. Case Study Sarah Hall – Canadian Cancer Society
      • Part 2 Agenda - Case Study of Moving from Multi-tier to Virtual Accounts
        • History and making the decision
        • Implementation plan and timelines
        • Account access and staffing models
        • Data integration, cleanliness and contact records
        • Reporting and analytics
        • Resource creation
        • E-communications
        • Precautions
      • 1. History and making the decision.
        • CCS launched Sphere in September 2003
          • 2 general single step donation forms
          • 38 Relay For Life thons
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      • 2. Implementation plan and timelines.
          • Internal communications plan developed with the help of regional stakeholders
          • Identified shared goal of increased efficiency and consistency
          • Developed a timeline
    6.  
      • 3. Account access and staffing models.
          • Virtual Account Access
          • Staffing Structure
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      • Centralized donor services:
      • 1 phone number
      • 1 email address
      • 4. Data integration, cleanliness and contact records.
      • Monthly Data Transfer
          • Database of record Raiser’s Edge
          • All financial transactions exported monthly from Sphere
          • Old system reliant on Blackbaud to perform the export
          • Now self reliant 
      • Clean Up:
      • Pre Clean Up – 500,000 Records
      • Post Clean Up – 350,000 Records
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      • 5. Reporting and Analytics.
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      • Other benefits:
        • Efficient monitoring of data entry
        • Ability to monitor progress
        • Report sharing
        • Reduced training needs
      • 6. Resource Creation.
      • Relay For Life Site Creation
        • Thons
        • Survivor form
        • Luminary form
        • Batch Templates
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      • New stuff:
        • Independent Fundraising Events
        • Custom FAF Daffodil Tribute Sites
        • Revamped Donate Online
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      • 7. E-communications
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      • New opportunities:
        • E-newsletter
        • Advocacy
        • Executive office communications
        • General asks
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      • 9. Precautions
      • Involve the Entire Organization
      • Plan Ahead
      • Review Email Communication Strategy
      • Leave Time for Q&A
      • Expect Clean-up
      • In Summary
        • Saved Time
        • Broadened Online Presence
        • Strengthened Online Relationships
      • Questions?

    + mcdavis7mcdavis7, 6 months ago

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