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Governance: It needs to be more 
than about the data 
HEALTHCARE FORUM
Software implementations need an 
organizational decision-making 
structure 
#bbcon 
2 #bbcon 
Tweet this now
Defining Governance 
3 #bbcon
Defining Governance 
The need for governance exists anytime a group 
of people come together to accomplish an end. 
Though the governance literature proposes 
several definitions, most rest on three 
dimensions: authority, decision-making, and 
accountability. 
From Institute on Governance 
4 #bbcon
Defining Governance 
Governance determines who has power, who 
makes decisions, how other players make their 
voice heard and how account is rendered. 
From Institute on Governance 
5 #bbcon
Panelists 
Jenna Taylor, Development Operations Manager 
Shriners Hospitals for Children 
Kim Carlson, Regional Director, Development Systems 
Saint Joseph Mercy Health System 
Jamie Lundien, Director of Finance 
CHI Foundation 
Tamra von Schroeck, Senior Director of Operations and 
Finance, Philanthropy 
Dignity Health 
6 #bbcon
Forum 
Open vs. 
Secure 
Governance 
Sharing 
Constituent 
Information 
Managing 
Processes 
Updating 
Records 
Prospect 
Manage-ment 
Data 
Overlays 
Importing 
Report 
Creation 
and 
Distribution 
and 
Exporting 
7 #bbcon
Feeling powered on for your mission? 
Don’t forget to complete 
a session survey! 
Each completed survey enters you into a drawing to win a 
complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be 
exchanged, applied to, or combined with any other offer. 
8 #bbcon

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Healthcare Forum: Governance: It Needs To Be About More Than Data

  • 1. Governance: It needs to be more than about the data HEALTHCARE FORUM
  • 2. Software implementations need an organizational decision-making structure #bbcon 2 #bbcon Tweet this now
  • 4. Defining Governance The need for governance exists anytime a group of people come together to accomplish an end. Though the governance literature proposes several definitions, most rest on three dimensions: authority, decision-making, and accountability. From Institute on Governance 4 #bbcon
  • 5. Defining Governance Governance determines who has power, who makes decisions, how other players make their voice heard and how account is rendered. From Institute on Governance 5 #bbcon
  • 6. Panelists Jenna Taylor, Development Operations Manager Shriners Hospitals for Children Kim Carlson, Regional Director, Development Systems Saint Joseph Mercy Health System Jamie Lundien, Director of Finance CHI Foundation Tamra von Schroeck, Senior Director of Operations and Finance, Philanthropy Dignity Health 6 #bbcon
  • 7. Forum Open vs. Secure Governance Sharing Constituent Information Managing Processes Updating Records Prospect Manage-ment Data Overlays Importing Report Creation and Distribution and Exporting 7 #bbcon
  • 8. Feeling powered on for your mission? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 8 #bbcon

Editor's Notes

  1. What are your thoughts on an open vs. site-secured environment?   What’s your organizational philosophy on sharing constituent information?   Why did your organization choose to follow that philosophy? How did that philosophy come about? Especially for those of you that had multiple databases coming in to one.   In that shared environment, how are certain business processes managed – such as, assigning project managers, or updating life changes on a constituent record? Who makes the update when data is shared across several entities?   In a situation where a constituent is already being actively managed by a gift officer, and another gift officer at one of the foundations approaches a donor with a proposal without following the proper procedures to do so – how would your organization manage a situation like that?   Other topics… scheduling of data importing and data exporting creation and distribution of reports sharing of donor data training requirements for user access rights processes and business rules that impact multiple departments “sanctions” for not adhering to agreed upon “rules of the road