[APRA-NW] creating lockdown/blackout periods when changing the
appeal track status
Roesler, Jason Michael
jroesler at wsu.edu
Thu Mar 17 10:24:38 PDT 2016
At WSU, we do have a period which we "Freeze" assignment changes. Our program sounds similar to yours where we allow Development Officers to move individuals in and out of their portfolio throughout the year.
Our process is as follow: Starting on April 15th (Approximately) we freeze the movement of assignment data. Any requests are sent back to the individuals making the request and ask them to add to their annual plan spreadsheet. We do this in an effort to pull our assignment data with static data in the window between April 15th and May 1st when our annual plans go out to the Development Directors. We populate their annual plan with their current assignments as of April 15th and send out their Solicitation, Cultivation and Assessment portfolios. Annual Plans with updated assignment requests are due back to us on June 15th (approximate) and we go ahead and make the coding changes between June 15 and June 30 with clean portfolios on July 1 (Ideally).
Exceptions to our system: If someone files a "Solicitation" during the Freeze period, we will still add these people to their portfolio or move their stage from "Assessment" or "Cultivation". We do this manually, and it normally is less than 10 instances.
That is how we do it here, Let me know if you have additional questions and we can touch base offline. Thanks
Jason Roesler '02, '05
Director of Prospect Research and Management
Town Centre, Suite 301
P.O. Box 641925
Pullman, WA 99164-1925
Tel: (509) 335-8115
"I can't define it, I can't tell someone who isn't a cougar what it's like. There's something that happens at Washington State; you quietly and subtly become infected...Washington State is a passion. Being a cougar is a passion". - Jim Walden
From: APRA-NW [mailto:apra-nw-bounces at mailman13.u.washington.edu] On Behalf Of Shargorodska, Olga
Sent: Wednesday, March 16, 2016 2:38 PM
To: apra-nw at u.washington.edu
Subject: [APRA-NW] creating lockdown/blackout periods when changing the appeal track status
Currently we move donors and prospects in and out of portfolio's throughout the year, and, we adjust their appeal track status (major gift, annual appeal, proposal). However, we are discovering this can cause complications with list pulls for appeals and events.
How do you manage this situation in your shop? Do you have "lockdown/blackout" periods where record assignment/assignment cannot occur or where no changes can occur to appeal track status? If so, what do you do with the records created during the "lockdown/blackout" period in terms of those that are currently not assigned but should be assigned based on new information discovered (e.g. they make a larger gift that qualifies them for assignment to a major gift officer).
Thanks much in advance for your suggestions.
Mail: PO Box 900922 | Seattle, WA 98109, USA | FAX 206.285.6619
Street: 2201 Westlake Avenue, Suite 200, Seattle, WA 98121 | TEL 206.285.3500
oshargorodska at path.org<mailto:oshargorodska at path.org>
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