NVCWiki - User contributions [en]

IT Survey

2008-10-26T23:05:55Z

AcelrElget:

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=CNVC IT Survey=
*Staff:
**How many staff members do you have in your development office, Business office? 15
**What are the different Departments? IIT, A/R, A/P, Bookkeeping, Workshop admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, MBR Scheduling
**What are their functions? (Look-up job descriptions and procedures)
**What percentage of time does each staff member spend accessing, updating and using data? DS 20%, TK 70%, EL 100%, AT 20%, MG 50%, JS 40%

*Revenue:
**What are your current and future goals with regard to:
**fundraising? $200,000 unrestricted, $50,000 each active project end 2007
**Tuition? Check 2005 financial analysis
**Enrollment? EL 20%

*Capacity:
**How many gift records and constituents do you have in your fundraising database? 1736 donors, 5227 gift records
**How many members does your organization have? 100,000+
**How many funds do you need to track in your chart of accounts? ~50
**How many students apply to and attend your training each year? IIT-500 in 05
**How many classes do you schedule each year? Marshall only-51
**How many alumni do you need to keep tabs on? 20,000+ in office alone

*Growth:
**Are you launching a new campaign that will result in numerous records and gifts? Yes, ongoing
**Would you like to track special events? Fundraising events, trainings, outreach events, speaking engagements, special sessions, Certified Trainer trainings
**Does your organization plan to use its Website for fundraising? Yes, inlcuding webcasts
**Does your training program have a lofty goal for increasing enrollment in the coming years? Yes, ?%
**Is your board asking for more sophisticated financial analysis? not yet

*Reporting:
**What type of reports is your office required to generate regularly? Event participant lists, donor lists (various categories), project financial reports, regional mailing list, schedule/calendar, intinerary,
***(Consider all requests from other staff members, your board of directors, auditors, donors, FASB, the IRS and Revenue)
**In addition to requested reports, what type of information would help your organization operate more efficiently and/or expand its reach?
***Trainer certification renewal (automated)
***email list by location and interest
***Automation / integration / data cleaning desired: History search, organized correspondence tracking, duplicate person data, person history beyond financial.
***Fields of interest with personal info
***Foundation data

*Integration:
**Could you benefit from enhanced communication among your departments? YES
**What kinds of redundancies could be eliminated with an integrated system? Manual history search, no organized correspondence tracking, duplicate person data, person history is not maintained beyond financial.
**What types of data do you share with other people within your organization? Participants, supporters, organizers, training schedules, projects, donations
**How do you process the information you collect from your organizationÃ¢â?¬â?¢s Web site? Currently no standard procedure in place to retrieve this info from the website.
**CNVC Office Departments: IIT Office, Accounts Receivable, Accounts Payable, Bookkeeping, Workshop Admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, Marshall Rosenberg Scheduling.

IT Survey

2008-07-30T21:47:57Z

AcelrElget:

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mondarorbocn
=CNVC IT Survey=
*Staff:
**How many staff members do you have in your development office, Business office? 15
**What are the different Departments? IIT, A/R, A/P, Bookkeeping, Workshop admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, MBR Scheduling
**What are their functions? (Look-up job descriptions and procedures)
**What percentage of time does each staff member spend accessing, updating and using data? DS 20%, TK 70%, EL 100%, AT 20%, MG 50%, JS 40%

*Revenue:
**What are your current and future goals with regard to:
**fundraising? $200,000 unrestricted, $50,000 each active project end 2007
**Tuition? Check 2005 financial analysis
**Enrollment? EL 20%

*Capacity:
**How many gift records and constituents do you have in your fundraising database? 1736 donors, 5227 gift records
**How many members does your organization have? 100,000+
**How many funds do you need to track in your chart of accounts? ~50
**How many students apply to and attend your training each year? IIT-500 in 05
**How many classes do you schedule each year? Marshall only-51
**How many alumni do you need to keep tabs on? 20,000+ in office alone

*Growth:
**Are you launching a new campaign that will result in numerous records and gifts? Yes, ongoing
**Would you like to track special events? Fundraising events, trainings, outreach events, speaking engagements, special sessions, Certified Trainer trainings
**Does your organization plan to use its Website for fundraising? Yes, inlcuding webcasts
**Does your training program have a lofty goal for increasing enrollment in the coming years? Yes, ?%
**Is your board asking for more sophisticated financial analysis? not yet

*Reporting:
**What type of reports is your office required to generate regularly? Event participant lists, donor lists (various categories), project financial reports, regional mailing list, schedule/calendar, intinerary,
***(Consider all requests from other staff members, your board of directors, auditors, donors, FASB, the IRS and Revenue)
**In addition to requested reports, what type of information would help your organization operate more efficiently and/or expand its reach?
***Trainer certification renewal (automated)
***email list by location and interest
***Automation / integration / data cleaning desired: History search, organized correspondence tracking, duplicate person data, person history beyond financial.
***Fields of interest with personal info
***Foundation data

*Integration:
**Could you benefit from enhanced communication among your departments? YES
**What kinds of redundancies could be eliminated with an integrated system? Manual history search, no organized correspondence tracking, duplicate person data, person history is not maintained beyond financial.
**What types of data do you share with other people within your organization? Participants, supporters, organizers, training schedules, projects, donations
**How do you process the information you collect from your organizationÃ?Â¢Ã¢?Â¬Ã¢?Â¢s Web site? Currently no standard procedure in place to retrieve this info from the website.
**CNVC Office Departments: IIT Office, Accounts Receivable, Accounts Payable, Bookkeeping, Workshop Admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, Marshall Rosenberg Scheduling.

IT Survey

2007-11-09T16:33:46Z

AcelrElget:

mondarorbocn
=CNVC IT Survey=
*Staff:
**How many staff members do you have in your development office, Business office? 15
**What are the different Departments? IIT, A/R, A/P, Bookkeeping, Workshop admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, MBR Scheduling
**What are their functions? (Look-up job descriptions and procedures)
**What percentage of time does each staff member spend accessing, updating and using data? DS 20%, TK 70%, EL 100%, AT 20%, MG 50%, JS 40%

*Revenue:
**What are your current and future goals with regard to:
**fundraising? $200,000 unrestricted, $50,000 each active project end 2007
**Tuition? Check 2005 financial analysis
**Enrollment? EL 20%

*Capacity:
**How many gift records and constituents do you have in your fundraising database? 1736 donors, 5227 gift records
**How many members does your organization have? 100,000+
**How many funds do you need to track in your chart of accounts? ~50
**How many students apply to and attend your training each year? IIT-500 in 05
**How many classes do you schedule each year? Marshall only-51
**How many alumni do you need to keep tabs on? 20,000+ in office alone

*Growth:
**Are you launching a new campaign that will result in numerous records and gifts? Yes, ongoing
**Would you like to track special events? Fundraising events, trainings, outreach events, speaking engagements, special sessions, Certified Trainer trainings
**Does your organization plan to use its Website for fundraising? Yes, inlcuding webcasts
**Does your training program have a lofty goal for increasing enrollment in the coming years? Yes, ?%
**Is your board asking for more sophisticated financial analysis? not yet

*Reporting:
**What type of reports is your office required to generate regularly? Event participant lists, donor lists (various categories), project financial reports, regional mailing list, schedule/calendar, intinerary,
***(Consider all requests from other staff members, your board of directors, auditors, donors, FASB, the IRS and Revenue)
**In addition to requested reports, what type of information would help your organization operate more efficiently and/or expand its reach?
***Trainer certification renewal (automated)
***email list by location and interest
***Automation / integration / data cleaning desired: History search, organized correspondence tracking, duplicate person data, person history beyond financial.
***Fields of interest with personal info
***Foundation data

*Integration:
**Could you benefit from enhanced communication among your departments? YES
**What kinds of redundancies could be eliminated with an integrated system? Manual history search, no organized correspondence tracking, duplicate person data, person history is not maintained beyond financial.
**What types of data do you share with other people within your organization? Participants, supporters, organizers, training schedules, projects, donations
**How do you process the information you collect from your organizationÃ¢â?¬â?¢s Web site? Currently no standard procedure in place to retrieve this info from the website.
**CNVC Office Departments: IIT Office, Accounts Receivable, Accounts Payable, Bookkeeping, Workshop Admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, Marshall Rosenberg Scheduling.