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Leah Chang — CRM roles and responsibilities worksheet

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Resources from Leah Chang's March 2020 NetSquared Vancouver workshop on Technology planning and change management.

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Leah Chang — CRM roles and responsibilities worksheet

  1. 1.     Recommended CRM Staff Responsibility Chart   This is a suggested map of roles and responsibilities in terms of CRM ongoing tasks, maintenance and workflows - to  be confirmed and assigned by the Executive Director. A “checklist” or “how-to” job-aid for each task and hyperlinked  here.    TASK  FREQUENCY  RESPONSIBLE  If a constituent doesn’t want to receive emails  anymore and asks to be removed from our  lists.  As needed    Update someone’s personal information  (name change, new email/address/phone, etc).  As needed    Enter cash/cheque payments/donations into  eTapestry    As needed    Reissue/generate Membership receipt (i.e. a  Member lost their receipt or requested  another copy)    As needed    Maintain the monthly newsletter template,  draft newsletters, send/mail out to segmented  lists (schedule in advance)    1x week    Send out a duplicate tax receipt (i.e. if a donor  lost their receipt and needs us to reissue one)    As needed    Merging duplicate accounts    Monthly    Send the 30 day membership renewal notice -  mass email    Monthly    Mass update  Infrequently    Mass import  Infrequently                      Leah Chang Learning Inc. ​leah@leahchanglearning.com​ 604.715.4354 leahchanglearning.com