PASSHE 2011 Session on Moves Management in The Raiser's Edge, given by Molly Maple.

1. Raiser’s edge tips & tricks for moves management Molly Maple Senior Solutions Engineer @blondegeek

2. First, our objectives

4. Use Actions and Action Tracks to facilitate all contact and activity surrounding constituent contact.

5. Track the effectiveness of your actions using reporting tools.

6. View action reminders on your Home Page.

10. From the database

11. From prospect research

12. From development officers

14. Reports

15. Analytical

16. Demographic/Statistical

17. Profiles

19. If using RE:Search, track with Prospect tab

22. Media

24. Assigning Solicitors On solicitor’s constituent record: Mark as solicitor On prospect’s record: Add assigned solicitor as relationship

26. Update constituent record as information changes or with new information

27. Add and modify actions to refine strategy

28. Use dashboards/reports for actions and proposals

30. Becomes tickler file for upcoming touches

31. Follow-up actions can be prompted to occur

32. Combine actions for a group of constituents into a track

34. Accessible from constituent record or Records page

35. Action category determines specific fields on record

36. Set up reminders

38. At-a-glance view of all actions for a constituent

39. Home page

40. One-stop destination

41. Create workflows for your moves program

42. Dashboard

43. Auto-remind feature alerts of upcoming actions (Action Reminders panel)

45. Next action can be generated in two ways:

46. Completion of previous action (i.e. marked completed)

47. Outcome of previous action

48. Create tracks for differing groups and reuse as appropriate:

49. Annually

50. Renewal cycle

53. Solicitor(s)

54. Priority

56. Name

57. Determine workflow (plan this out on paper)

58. Add actions to Track (build the action workflow)

59. Configure reminders

60. Assign (entire or part of) track to one or more constituents. Select:

61. Track to assign

62. Constituent(s)

63. Actions and date

65. General

66. Conditions*

67. Attributes

68. Notes*unique to action tracks

71. Specific dateA A B B Dependent action A B

73. Group Actions (not Constituents)

74. Provide fully configurable options

75. Build dependencies around:

76. Whether an action has been completed

77. Whether there is “interest”

78. Status code of the action

79. Any action fieldDependent actions

81. Step 2: Which action and when?

85. Action Detail

86. Action Summary

87. Tickler

88. Home Page

89. Dashboard

90. Constituent Action List

91. Solicitor Action List

92. Action Reminders

94. Update solicitation action/proposal

95. Make ask

96. A “Yes”

97. Update action

98. Update proposal

99. Add gift, linked to proposal

100. Continue with Stewardship stage

101. A “Maybe”

102. Change status (e.g. Negotiation)

103. Add necessary actions

104. Update proposal

105. A “No”

106. Update actions

107. Update proposal

108. Change Status (e.g. Dropped)

110. Set up mailings for specific stewardship groups

111. Mail individual constituents as gifts arrive

112. Use Quick Letters for speedy acknowledgments

114. Re-use the same concepts for ongoing tracks

115. Build assignments and notifications

116. Mark “Prompt for follow-up”

117. User option is configurable for staff

119. Move prospects or donors from one level to the next

120. Use action records to record these moves

121. Tools can help you identify your next prospects

122. Queries

123. Reports

124. Be sure to document where each one is every step of the way

125. Always track research findings in the system

126. Prospect tab provides the best consolidated location

127. Notes, Media, Relationships, and Attributes are also options

128. Track staff activity

129. Assign solicitors and solicitor goals

131. Assign them to build a process or enforce rules

132. Actions can be independent and dependent

133. Use Action Queries to create dependent actions based on a change in status or outcome from a previous action

134. Monitor success

135. Ensure that everyone has the right dashboards

136. Utilize reports to monitor key performance indicators

137. Build a culture of Stewardship

138. Use a variety of mail functions to accomplish donor acknowledgments

139. Craft stewardship tracks