Target Users Forum 2009 - Managing Event Data Across Chapters
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The document discusses options for managing event data across multiple chapters of an organization using Blackbaud's Sphere platform. It describes three options: a multi-tier account structure with separate parent and child accounts, a virtual account structure with a single account and logically separated data, and a hybrid model combining aspects of both. The second part provides a case study of the Canadian Cancer Society transitioning from a multi-tier to a virtual account structure, detailing the implementation process, benefits like improved reporting and resource sharing, and best practices.
Target Users Forum 2009 - Managing Event Data Across Chapters
- 1. Managing Event Data Across Chapters Mark Davis, Blackbaud - Business Development, Internet Solutions Sarah Hall, Canadian Cancer Society - Online Giving Specialist
- 2. Part I – Solutions Overview Organizational Challenges and History Multi-Chapter Management Friends Asking Friends® Templates Part 2 – Canadian Cancer Society Case Study by Sarah Hall
- 3. Challenges Sharing Best Practices Consolidating Constituent Data Coordinating Events, Communications, & Marketing Securing Information Distributing Funds
- 4. Centralized National Branding National Communication Plan National Fundraising Campaigns Sharing of Donor Information Revenue Sharing Programs Decentralized Suggested Branding Best Practices on Fundraising Individual Campaigns Little Donor Information Sharing Locally-Focused Revenue Generation
- 5. Blackbaud Sphere 1st Organization in 2002 Over 85 Multi-chapter Organizations Event > Fundraising > Email > Advocacy > Websites > CRM
- 6. Sphere Multi-Chapter Management Record Access Database Collaboration Templates Roll-up Reporting Funds Distribution
- 7. Implementation Options Multi-tier Account Virtual Account Hybrid Structure
- 8. Option 1: Multi-tier Account Structure Separate Parent and Children Accounts
- 9. Pros Limited Access to Local Data Limited Access to Funds Ability to Contract Separately with Each Local Cons Administration across Multiple Accounts No Centralized DB Limited Centralized Email Communications
- 10. Option 2: Virtual Account Structure Single Account Data is Physically Together, Logically Separated National Sphere Account
- 11. How It Works Every Record is Assigned to VA(s) Users Assigned Access to VA(s) VA Admin Users have Full VA Access Super Admin Users have Full Access Forms/Emails/Templates/Websites in One Account Collected Funds are Assigned to VA
- 12. How Records are Assigned to VAs Online Forms Import Tools Admin Entry Dynamic Segments
- 16. Pros Single Account Administration Single e-Marketing Database Better Duplicate Management Expanded Reporting Cons Access to Local Constituent Data Access to Local Funds
- 17. Option 3: Hybrid Model Virtual Accounts can be Activated within Multi-tier Structure Use Case: National Organization with Decentralized Regional Entities
- 18. Friends Asking Friends® Templates Distribute an Event Website Template to All Local Offices
- 19. Friends Asking Friends® Templates Control Over 350 Website Attributes
- 20. Friends Asking Friends® Templates National Branding and Deployment
- 21. Friends Asking Friends® Templates Event Roll-up Reporting
- 22. Friends Asking Friends® Templates Management Reports by Affiliate/Event/Division Team Captain Average % of TCs with $ Walkers per TC # of Walkers Event Goal # of Walkers Company Goal # of Walkers Recruited # of Walkers with $ Total Walker Income Walker Average % of Walkers with $ Top Walker Gen Company/Team $ Employee Walker $ Vendor Sponsorship Team Income Total Independent Walkers Income Event Date Event Goal Total Event Income Total # of Companies Recruited Total # of Companies with $ Company $ Goal Total Company Income Online $ Raised % of Online $ # of TCs Event Goal # of TCs Company Goal # of TCs Recruited # of TCs with $
- 23. Friends Asking Friends® Templates Email Campaign Templates
- 24. Friends Asking Friends® Templates Corporate and National Teams Pages
- 25. Summary Different Organizations have Different Needs Options for Multi-Chapter Organizations
- 26. Case Study Sarah Hall – Canadian Cancer Society
- 27. Part 2 Agenda - Case Study of Moving from Multi-tier to Virtual Accounts History and making the decision Implementation plan and timelines Account access and staffing models Data integration, cleanliness and contact records Reporting and analytics Resource creation E-communications Precautions
- 28. 1. History and making the decision. CCS launched Sphere in September 2003 2 general single step donation forms 38 Relay For Life thons
- 32. 2. Implementation plan and timelines. Internal communications plan developed with the help of regional stakeholders Identified shared goal of increased efficiency and consistency Developed a timeline
- 34. 3. Account access and staffing models. Virtual Account Access Staffing Structure
- 46. Centralized donor services: 1 phone number 1 email address
- 47. 4. Data integration, cleanliness and contact records.
- 48. Monthly Data Transfer Database of record Raiser’s Edge All financial transactions exported monthly from Sphere Old system reliant on Blackbaud to perform the export Now self reliant
- 49. Clean Up: Pre Clean Up – 500,000 Records Post Clean Up – 350,000 Records
- 53. 5. Reporting and Analytics.
- 56. Other benefits: Efficient monitoring of data entry Ability to monitor progress Report sharing Reduced training needs
- 58. Relay For Life Site Creation Thons Survivor form Luminary form Batch Templates
- 61. New stuff: Independent Fundraising Events Custom FAF Daffodil Tribute Sites Revamped Donate Online
- 66. New opportunities: E-newsletter Advocacy Executive office communications General asks
- 70. 9. Precautions Involve the Entire Organization Plan Ahead Review Email Communication Strategy Leave Time for Q&A Expect Clean-up
- 71. In Summary Saved Time Broadened Online Presence Strengthened Online Relationships
- 72. Questions?
Editor's Notes
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