Difference between revisions of "IT Survey"
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**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 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 | **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 | + | **How do you process the information you collect from your organization’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. | **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. | ||
Latest revision as of 08:54, 27 October 2008
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
- 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,
- 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 organization’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.
