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Data Reporting Stabilization Discussion - Proactive Solutions and Transparent Communication

Join us for a discussion on stabilizing data reporting issues. Acknowledge concerns and gather feedback for straightforward solutions. Additional resources: Blackbaud, Dev Services, RIA, ITS, and more. Liaison Meeting today at 11-noon for follow-up and proactive outreach. Dev Council on June 11 to revisit issues.

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Data Reporting Stabilization Discussion - Proactive Solutions and Transparent Communication

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  1. DART: Stabilization DiscussionJune 1, 2012

  2. SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY MARCH 26 27 28 29 30 31 1 APRIL 1 2 3 4 5 6 7 2 8 9 10 11 12 13 14 3 15 16 17 18 19 20 21 4 22 23 24 25 26 27 28 5 29 30 MAY 1 2 3 4 5 6 6 7 8 9 10 11 12 7 13 14 15 16 17 18 19 8 20 21 22 23 24 25 26 9 27 28 29 30 31 JUNE 1 2 10 JUNE e14 JULY e18 AUGUST e22 SEPTEMBER e26

  3. Acknowledge Concerns Straightforward Transparency Gather Additional Feedback

  4. Additional resources: • Blackbaud • Dev Services • RIA • ITS

  5. Issues Log

  6. Shari Fox Tom BairdLarry ChaffeeDebbie MeroHolly NielsenRobin Sober Cathy SpickardTom Szczepanski

  7. For less urgent matters: Jason Kefalas 7-7777

  8. REPORTING DATA ONLINE

  9. REPORTING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit DATA ONLINE

  10. REPORTING • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA DATA ONLINE

  11. REPORTING • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login DATA ONLINE

  12. REPORTING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit DATA ONLINE

  13. REPORTING • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA DATA ONLINE

  14. REPORTING • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login DATA ONLINE

  15. REPORTING ONLINE DATA / MARKETING • Regents • 25K • Production • Annual Giving Performance • Weekly Gift Reports • Data Warehouse • Refresh • Pledge Split Balances • Planned Giving Data • Constituent Roll-up by Unit • Biographical Updates • via Campus Call • via Alumni Assn. • New grad upload • Batch Uploading • outside list matching • Household Information • Salutation Conventions • Seasonal Addresses • Revenue and recognition credit • Training needed • Campus Call Pledges and Payments • How to pull data? • Request form is complex • Bottleneck at RIA • Updates to profileon “giving” page • Tribute gifts • Search • Kintera “we’ve moved” message • eMail unsubscribe via login

  16. Next StepsLiaison Meeting Today 11-noonFollow-up on Items from TodayDev Council June 11 Revisit Issues Log Other TopicsProactive Outreach & Training

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