ISI National Staff Conference 2009 Workshop

1. Technology for Ministry -PD Support
Technology For Ministry Using Technology to Make
Partnership Development Easier
Roy Yabuki -DFW Director Rebekah
Miller – Web Coordinator Bob Schwartz
– Computers in Ministry
Partnership Development
(What is it all about?)
• Re-connecting with many friends
• Different place in relationship with each in regard to PD
• Asking, Re-asking, asking if they sent the check yet. thanks
• Simple process but need to stay on track with each person
• About relationship, but with so many people it is hard to remember what shared with who and
what promised
• Tough… 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 PD
• Raising Partners
• Tracking Partners
• Keeping Partners
What do We Need? Raising Partners
• List/address book of potential ministry partners with contact info
• Way to keep track of where in the process of PD a person is
• Way to keep track of actual interaction with people
• Reminders for you to follow-up based on where they are in the process
• Tracking Pledges vs. actual giving history
• Analysis of response to activity (letters, appeals, website)
What do We Need? Tracking Partners
• What we get from home office?
– Weekly Donor Report
– Annual Donor Report
–You learn
• Who is giving?
How often?
• How and when
What do We Need? Tracking Partners
giving?
• Statistics & Analysis – Crunching the data
– Progress to Goal?
– Summary of Donor giving Patterns?
• Average monthly giving?
• Last year but not this year
givers?
• Late donors...
• Top givers?
– Giver profile? Who do Igivers? more? How?
• Most consistent ask for
•
– How are people giving?
– Scott Morton stuff
What do We Need? Keeping Partners
– Way to keep track of interaction with people
• Last time said thank you
• How 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 basis

2. Technology for Ministry -PD Support
• Mass e-mail/Calling/Social networking
• Keeping people up on what is going on
• Snail Mail newsletter/personal mail
– Is someone giving more or less? Why?
Solution 1 – Microsoft Outlook
• Centralized contact manager – can be shared
• Calendar / To-do
• Keep track of interaction (journal) – searchable xobni add-on
• Flags/Categories – Set Priorities/Groups/Status
• Mail Merge – More work to personalize
• Can be backed up/ synced with exchange server – Web/outlook/ Smart phone access with
one database
• Outlook for Business Contact Manager – workflow
Solution 2 – MS Excel/Word
• Simple searchable/sortable database
• Analysis of giving – Data is Hand Keyed
• One page showing of data
• Mail Merge -Personalized
• Snail mail
• Email
10 Solutions 3: TNTMPD – http://tntware.com
• Free and specifically designed for partnership development
• Built in support related address book, calendar, to-do functions and can be synced with
Outlook, Access & Excel
• Tracks where you are in the donor relationship workflow
• Automated reminders/tasks in donor relationship workflow
11 Solutions 3: TNTMPD – http://tntware.com
• Tracks and analyzes giving (hand input of data with potential some day of syncing with
home office system)
• Tracks interaction with people and suggests next steps
• Simple reports analyzing giving patterns
• Birthday and Anniversary Report
• Can do mail merging
12 Tip1: iContact / Constant Contact
• http://icontact.com, http://constantcontact.com
• Mass E-mail
• Easily send attractive formatted semi-personalized e-mail messages to different types of
partners
• No spam blocking
• Keep track of if your mailings are actually being effective
• Scheduled e-mail follow-up
• Approx $6-20 month
13 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 sides
• Partners see your interaction directly with students
• Get in contact with "long lost friends, potential partners, etc and they see you interacting
directly with students
• Share pictures & videos so partners/potential partners can experience your ministry as it is
happening (as if they are there)

3. Technology for Ministry -PD Support
14 Tip 2: Chalkline
• Chalkline
• Mass Snail mail
• http://www.chalkline.org/
• Expensive… but good in a pinch
15 Other Options
Database Tools
Free
• Donor Manager (www.donormanager.com)
Paid
• ACT!/Goldmine & other CRM Tools
• Microsoft Access!
• Saleforce.com
16 Other Options
• Notepad(moleskin), Calendar, address book
• Online slide shows (www.slideshare.net)
• Zoho.com (wonderful online tools like google docs)
–Writer –CRM
– Notebook
17 Important
• Its not the tools but its your heart, your relationships and God’s grace that drives partner
development
• It takes time to save time…
• Set aside a day
• Then 10 minutes a
week…
18 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: ismtips E-mail:
ismtips@gmail.com
Website/blog :http://ismtips.net
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