Technology For MinistryUsing Technology to Make Partnership Development EasierRoy Yabuki - DFW DirectorRebekah Miller – Web CoordinatorBob Schwartz – Computers in Ministry

Partnership Development (What is it all about?)Re-connecting with many friendsDifferent place in relationship with each in regard to PDAsking, Re-asking, asking if they sent the check yet. thanksSimple process but need to stay on track with each personAbout relationship, but with so many people it is hard to remember what shared with who and what promisedTough… need to stay on task and focus on relationships… don’t need hassle of tools. Should make it easier not harder.

Three Major Areas of PDRaising PartnersTracking PartnersKeeping Partners

What do We Need? Raising PartnersList/address book of potential ministry partners with contact infoWay to keep track of where in the process of PD a person isWay to keep track of actual interaction with peopleReminders for you to follow-up based on where they are in the processTracking Pledges vs. actual giving historyAnalysis of response to activity (letters, appeals, website)

What do We Need? Tracking PartnersWhat we get from home office?Weekly Donor ReportAnnual Donor ReportYou learn Who is giving? How often?How and when giving?

What do We Need? Tracking PartnersStatistics & Analysis – Crunching the dataProgress to Goal?Summary of Donor giving Patterns?Average monthly giving?Last year but not this year givers?Late donors...Top givers? Most consistent givers?Giver profile? Who do I ask for more? How? How are people giving? Scott Morton stuff

What do We Need? Keeping PartnersWay to keep track of interaction with peopleLast time said thank youHow can we pray for our partners?Way to get people to experience your ministry as if they are there...Staying in contact with partners on a regular/personal basisMass e-mail/Calling/Social networkingKeeping people up on what is going onSnail Mail newsletter/personal mailIs someone giving more or less? Why?

Solution 1 – Microsoft OutlookGet an Account from Rebekah!Centralized contact manager – can be sharedCalendar / To-doKeep track of interaction (journal) – searchable xobni add-onFlags/Categories – Set Priorities/Groups/StatusMail Merge – More work to personalizeCan be backed up/ synced with exchange server – Web/outlook/ Smart phone access with one databaseOutlook for Business Contact Manager – workflow

Solution 2 – MS Excel/WordSimple searchable/sortable databaseAnalysis of giving – Data is Hand KeyedOne page showing of data Mail Merge - PersonalizedSnail mailEmail

Solutions 3: TNTMPD – http://tntware.comFree and specifically designed for partnership developmentBuilt in support related address book, calendar, to-do functions and can be synced with Outlook, Access & ExcelTracks where you are in the donor relationship workflowAutomated reminders/tasks in donor relationship workflow

Solutions 3: TNTMPD – http://tntware.comTracks and analyzes giving (hand input of data with potential some day of syncing with home office system)Tracks interaction with people and suggests next stepsSimple reports analyzing giving patternsBirthday and Anniversary ReportCan do mail merging

Tip 1: iContact / Constant Contacthttp://icontact.com, http://constantcontact.comMass E-mailEasily send attractive formatted semi-personalized e-mail messages to different types of partnersNo spam blockingKeep track of if your mailings are actually being effectiveScheduled e-mail follow-upApprox $6-20 month

Solution 4: Facebook & other social media (Youtube, Picasa, Flickr, Kodak photoshare)Keep track of partner’s lives and interact with them as stuff happens on both sidesPartners see your interaction directly with studentsGet in contact with "long lost friends, potential partners, etc and they see you interacting directly with studentsShare pictures & videos so partners/potential partners can experience your ministry as it is happening (as if they are there)

Tip 2: ChalklineChalklineMass Snail mailhttp://www.chalkline.org/Expensive… but good in a pinch

Other OptionsDatabase Tools FreeDonor Manager (www.donormanager.com)PaidACT!/Goldmine & other CRM ToolsMicrosoft Access!Saleforce.com

Other OptionsNotepad(moleskin), Calendar, address bookOnline slide shows (www.slideshare.net)Zoho.com (wonderful online tools like google docs)WriterCRMNotebook

Important Its not the tools but its your heart, your relationships and God’s grace that drives partner developmentIt takes time to save time…Set aside a dayThen 10 minutes a week…

More Ideas?Personal “Technology/Ideas” Blog - Looking for articles! Help me help you! Send Questions, Comments, & Ideas and you will see them some day if this works. Twitter: ismtipsE-mail: ismtips@gmail.comWebsite/blog :http://ismtips.netNetwork for learning from each other