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PowerBase for Organizing

PowerBase for Organizing. Best Practices: Mapping Your Workflow. To use PowerBase more effectively and efficiently, you can use workflows to ARTICULATE your specific organizing tasks, tactics, and strategies through:. Diagrams. OR. Words Words Words Words Words Words.

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PowerBase for Organizing

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  1. PowerBase for Organizing

  2. Best Practices: Mapping Your Workflow • To use PowerBase more effectively and efficiently, you can use workflows to ARTICULATE your specific organizing tasks, tactics, and strategies through: Diagrams OR Words WordsWordsWordsWordsWords

  3. Use Workflows to: • Articulate your organizing tasks, membership model, fundraising strategy, or daily data entry or followup tasks • Determine you have the information you need to track about your contacts • Provide clarity about the information you need to help you assess the effectiveness of your organizing

  4. Example: Organizer’s Daily Tasks Workflow Workflow description: Ohio Valley Organizing just finished doing a fundraiser and organizers need to add or update existing contacts with contact information, contributions, relationships, and followup activities: Does contact exist? No Add Contact Need to do Followup? Record and Schedule followup phone call in 2 days Yes Yes Add Relationships No Add Contributions More contacts? No Yes Done!

  5. Example: Organizer’s Daily Tasks Workflow cont’d Consistently capture meaningful information at all stages of your workflow Are you entering necessary contact info, the ‘category’ or type of contact, their interests, the date and how they came to your organization, the staff responsible, etc.?

  6. Example: Event Turnout Workflow Workflow description: Ohio Valley Organizing will be holding a meeting to talk to people interested in their library campaign at the end of the month. Organizer will want to register people they know who are interested, and make calls to invite them to the event. During the event, they will have attendees sign in. After the event, lead organizers will want to see the outcome of the event. Each organizer will: Program lead will create the event Identify people interested in the issue Register interested people for the event Call people to invite to event and record responses Up until event, will make up to 3 calls to get people to attend and update respsonses Either Create list of potential attendees OR create blank sign sheet Collect information about attendees on sign in sheet Assess outcome of event and turnout strategy Etc…

  7. Example: Event Turnout Workflow cont’d Consistently capture meaningful information at all stages of your workflow Are you able to gather additional information from participants about interests, volunteer potential, or issues you need to followup?

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