The document summarizes a workshop on managing donor and prospect tracking systems. The workshop objectives are to design systems for cultivating donors and prospects, ensure support from fundraisers and leadership, and create accountability metrics. It discusses implementing a new tracking system including forming a steering committee, defining required reports and processes, training staff, and creating accountability through regular tracking meetings and reports. The workshop also covers ensuring buy-in from staff and leadership and using a mobile app to access constituent data and log activities on the go.

1. MOVES MANAGEMENT WORKSHOP
July 25, 2012
Becky Kimball, Principal Consultant
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2. OBJECTIVES
• How to design systems for prospect cultivation and donor stewardship
• Ensuring buy-in from fundraisers and leadership
• Creating accountability outputs
8/2/2012 2

3. IMPLEMENTING A NEW TRACKING SYSTEM IN RE
• Create a Data/Executive Steering Committee
- Schedule regular meetings to discuss databases
• Begin with the end in mind
- What Reports/Outputs will we need?
- Are any Campaign Reports needed?
- Have staff bring in examples
• Discuss Current State
- What processes are currently in place?
• Discuss Future State
- Where do we want to be?
- How are we going to get there?
- What data needs to be cleanup up?
• Create Documentation for Business Processes
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4. ENSURING BUY-IN
• Leverage the Steering Committee
• Provide Training
- New Business Processes
- On-going (Brown-Bag Sessions, Drop-in Sessions, 1:1)
• Create 1 Page Quick Tip Documents for Fundraisers
• Discuss how reports/outputs will be used to create accountability
• Block off time on all fundraisers calendars to begin implementing the
new changes
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5. CREATING ACCOUNTABILITY OUTPUTS
• Begin with thinking about reports/outputs
• Assist leadership and fundraisers with creating key reports/outputs
- Take time to sit down and discuss each of the reports/outputs
• Use the reports/outputs during prospect tracking meetings
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6. RAISER’S EDGE MOBILE
Save time - get things done on the go
• Quick access to the constituent’s info
you care about most
• Search for any constituent in your
database
• Log phone calls
• Complete actions and add new actions
• Add and edit notes
• Update constituent contact info
• See list of recent gifts
“This (will) be wonderful!
When this is available we will have better
consistency and accuracy.”
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7. 8/2/2012 7