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DART: Stabilization Discussion June 1, 2012

DART: Stabilization Discussion June 1, 2012. SUNDAY. MONDAY. TUESDAY. WEDNESDAY. THURSDAY. FRIDAY. SATURDAY. MARCH 26. 27. 28. 29. 30. 31. 1. APRIL 1. 2. 3. 4. 5. 6. 7. 2. 8. 9. 10. 11. 12. 13. 14. 3. 15. 16. 17. 18. 19. 20. 21. 4. 22. 23. 24. 25. 26. 27.

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DART: Stabilization Discussion June 1, 2012

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  1. DART: Stabilization DiscussionJune 1, 2012

  2. SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY MARCH 26 27 28 29 30 31 1 APRIL 1 2 3 4 5 6 7 2 8 9 10 11 12 13 14 3 15 16 17 18 19 20 21 4 22 23 24 25 26 27 28 5 29 30 MAY 1 2 3 4 5 6 6 7 8 9 10 11 12 7 13 14 15 16 17 18 19 8 20 21 22 23 24 25 26 9 27 28 29 30 31 JUNE 1 2 10 JUNE e14 JULY e18 AUGUST e22 SEPTEMBER e26

  3. Acknowledge Concerns Straightforward Transparency Gather Additional Feedback

  4. Additional resources: • Blackbaud • Dev Services • RIA • ITS

  5. Issues Log

  6. Shari Fox Tom BairdLarry ChaffeeDebbie MeroHolly NielsenRobin Sober Cathy SpickardTom Szczepanski

  7. For less urgent matters: Jason Kefalas 7-7777

  8. REPORTING DATA ONLINE

  9. REPORTING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit DATA ONLINE

  10. REPORTING • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA DATA ONLINE

  11. REPORTING • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login DATA ONLINE

  12. REPORTING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit DATA ONLINE

  13. REPORTING • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA DATA ONLINE

  14. REPORTING • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login DATA ONLINE

  15. REPORTING ONLINE DATA / MARKETING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login

  16. Next StepsLiaison Meeting Today 11-noonFollow-up on Items from TodayDev Council June 11 Revisit Issues Log Other TopicsProactive Outreach & Training

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