2. OBJECTIVES
• How to design systems for prospect cultivation and donor stewardship
• Ensuring buy-in from fundraisers and leadership
• Creating accountability outputs
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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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