Your Organization Action Plan

Main Contact Initials: EW - Elizabeth Williams; JS - John Smith; MD - Mary Davis; PT - Phoebe Taylor; RJ - Robert Jackson

Estimated Cost
Main Contact

Completion
Statement

Start Date
Vision

Date
Project Name Description Benefits/Outcomes
PHASE 1: Through 12/31/05
Giving Societies Implement Recognition Level 1 MD 3/1/05 5/31/05 $0 Track giving level histories
Programs to store all giving societies
Recognition Document standards for using 1 MD 6/1/05 8/31/05 $0 Maintain data integrity and assist
Levels recognition level programs in training new users
Campaign Develop workflows and standards for 1 MD 6/1/05 7/31/05 $3,500 Track appeal schedules as well
Management using Campaign Management Module as capital campaign figures
Procedures
Phonathon Tree Create campaign tree to track 1 MD 6/1/05 7/31/05 $0 Easy segmentation of phonathon
phonathon information and direct mail appeals

Phonathon Incorporate usage of DRM Screen and
Tracking TPE forms in phonathon tracking
workflow
Affiliations Tracking Transfer information from Affiliation
codes to appropriate field in database
Solicitation Codes Transfer information from Solicitation
codes to appropriate fields in database
Correspondence Implement Correspondence Control
Control Module including email functionality
with database
DGR Screen Implement Donor Giving Relationships
(DGR) screen
COM Screen Properly utilize Communications
Information (COM) screen
CM & CC Integrate Correspondence Control with
Campaign Management
System Audit Timeline Develop timeline for all identified
system audit statements
Reporting Inventory Inventory all currently used reports and
ideal reports to have in future including
appropriate tool
1 MD 6/1/05 7/31/05 $0 Track phonathon response, will-
consider and pledge history
1 PT 4/15/0 8/31/05 $0
Extract precise data from
5 appropriate fields; easier look-up
when viewing records
1 MD 9/1/05 9/30/05 $0 Narrow field for tracking general
solicitation methods
3 MD 10/1/0 12/31/05 $3,600 Streamline process to generate
5 and track publications,
invitations, and other
correspondence
3 MD 10/1/0 12/31/05 $450 Generate donor specific tax
5 receipts
3 EW 10/1/0 12/31/05 $0 Generate donor specific mailing
5 labels for appeals, publications
and invitations
3 MD 10/1/0 12/31/05 $0 Generate and track appeal
5 success rates and cost per dollar
raised
2 EW 5/1/05 6/15/05 $0 Eliminate errors; report on
accurate data
2 PT 6/1/05 12/31/05 $0 Efficiently track data so that
clients can access information by
executing "canned" reports and
write their own brief statements

Vision Statements:
1 - Maximizing our data storage options... Prepared by: A. James Minehart
page 1
2 - Streamlined Infrastructure... 2/15/2005
3 - Supply our clients...
 Your Organization Action Plan
Main Contact Initials: EW - Elizabeth Williams; JS - John Smith; MD - Mary Davis; PT - Phoebe Taylor; RJ - Robert Jackson

Estimated Cost
Main Contact

Completion
Statement

Start Date
Vision

Date
Project Name Description Benefits/Outcomes
PHASE 2: 1/1/06 - 8/31/06
Major Prospects Develop workflows and standards for 1 JS 1/1/06 3/31/06 $ Maintain data integrity and assist
Procedures using Major Prospects in training new users
Report Creation Create other necessary reports using 2 RJ 6/1/06 8/31/06 TBD Defining reports will allow more
defined tool (Envision, Query Builder, self-sufficiency; users have
datamarts, Safari, etc.) access and knowledge to create
own statements and run canned
reports
Reporting Training Train Users on Saved List Creation 2 MD 5/1/06 8/31/06 $2,000 Users have access and
Form (SLC) and Query Builder knowledge to create own
statements and run canned
reports
Pledge Scheduling Streamline workflow to track pledge 1 RJ 1/1/06 4/30/06 $450 Send pledge reminders
payment schedules with accuracy, automatically on defined
including pledges with no defined schedule, including 30, 60, 90
schedule day and past due
Hard & Soft Credit Develop plan to correct current hard 1 PT 2/2/05 5/31/06 $0 Track consistent giving histories;
and soft credit inconsistencies follow clearly defined procedure;
easier extraction of data for
reporting
Designation Properly utilize Designation Definition 2 RJ 3/1/06 8/31/06 $450 Possible streamlined accounting
Definitions (DSD) screen reports
PHASE 3: 9/1/06 - 5/31/07
Activities and Evaluate Activities and Events as a 1 PT 9/1/06 12/31/06 $0 Track donor participation,
Events module to track donor participation, attendance, and volunteers
attendance, and volunteers
AE Tracking Implement Activities and Events, 1 MD 1/1/07 5/31/07 $26,000 Track donor participation,
tracking attendance, and donor attendance, and volunteers
participation
Database Online Implement User Interface Web 3 RJ 9/1/06 5/31/07 TBD
Access GUI version of database
online while out of the office
User Area Training Develop training plan for new and 1 PT 9/1/06 12/31/06 $3,600 Ensure continuous data
current users of database by functional standards and encourage full
area utilization of system
Planned Giving Implement Planned Giving Module to 1 JS 9/1/06 ### $2,000 Extract precise data from
track planned gift detail appropriate fields; easier look-up
when viewing records

Vision Statements:
1 - Maximizing our data storage options... Prepared by: A. James Minehart
page 2
2 - Streamlined Infrastructure... 2/15/2005
3 - Supply our clients...
 Report Inventory
Benefactor Institutional Advancement
Instructions: Enter the requested information about each report. Each report should be on a separate line. To enter multiple lines within the same cell, use
Alt+<Enter>. If a column is not applicable for a specific report, leave the cell blank. There is no need to indicate specific field names at this
point.

Frequency
Additional
Requestor Report Name Level of Use (Daily, Weekly, Priority (1-5) Data Displayed Data Filters Data Sorts
Information
Monthly, etc.)
Example: Operational Name Term Last Name
Demographic Report SSN Current Status First Name
Birth Date
Phone Number
Address

Vision Statements:
1 - Maximizing our data storage options... Prepared by: A. James Minehart
page 3
2 - Streamlined Infrastructure... 2/15/2005
3 - Supply our clients...