Setting Up Initiatives

This chapter provides an overview of initiatives and discusses how to:

See Also

Managing Initiatives

Click to jump to parent topicUnderstanding Initiatives

This section lists prerequisites and discusses initiatives in general, as well as specific initiative types.

Click to jump to top of pageClick to jump to parent topicPrerequisites

In general, before you set up initiatives in the system, consider these questions:

In addition to the questions above, which are prerequisites for setting up any type of initiative, you should consider additional questions for each major type of initiative.

Before you set up the system to manage a campaign, consider this question: What phases, such as leadership gifts, major gifts, and general campaign gifts, do your campaigns encompass?

Before you set up the system to manage memberships, consider these questions:

Before you set up the system to manage volunteers, consider the following:

Before you set up the system to manage events, consider this question: What phases do your event initiatives encompass?

Click to jump to top of pageClick to jump to parent topicUnderstanding General Initiatives

When developing a strategic plan for Contributor Relations, an institution must identify the initiatives that will be the basis from which the plan will be carried out. An initiative is any organized effort with an expressed purpose. It can be a campaign, a membership initiative, an organized volunteer effort, an event initiative, or any other type of initiative defined by the institution. Initiatives can consist of multiple parts with other initiatives related to them, enabling the institution to track individual parts or the initiative as a whole.

To create an initiative, regardless of its type, you:

The four main initiative types are:

Click to jump to top of pageClick to jump to parent topicUnderstanding Campaigns

A campaign is an organized institutional effort targeted to a specific constituency that occurs over a specified period of time, with specific purposes and goals. Although all initiatives in Contributor Relations share common setup pages, a campaign initiative has its own audience, resources, related initiatives, and PR plan. Some initiatives, such as campaigns, require additional setup that is specific to their purpose.

Click to jump to top of pageClick to jump to parent topicUnderstanding Membership Initiatives

A membership initiative is a campaign focused primarily on membership. Although all initiatives in Contributor Relations share common setup pages, a membership initiative has its own audience, resources, related initiatives, and PR plan. Some initiatives, such as membership initiatives, require additional setup that is specific to their purpose.

Click to jump to top of pageClick to jump to parent topicUnderstanding Volunteer Efforts

After you create an initiative or define a membership organization, you can create the volunteer structure necessary for the effort to succeed. You then assign volunteers to the positions within the volunteer structure and assign additional volunteers to perform specific tasks. Volunteer efforts are associated with both volunteer initiatives and member organizations, and are set up as initiatives. Although all initiatives in Contributor Relations share some common setup pages, a volunteer effort has its own audience, resources, related initiatives, and PR plan. Some initiatives, such as volunteer efforts, require additional setup that is specific to their purpose. The volunteer-specific setup is covered in this chapter; overview information for all types of initiatives is discussed elsewhere in this PeopleBook.

Click to jump to top of pageClick to jump to parent topicUnderstanding Event Initiatives

An event initiative is any occurrence that you set up to achieve a particular result. It is a combination of processes. Events are one of the most effective ways for the institution to reach both existing and new constituents.

Although all initiatives in Contributor Relations share some common setup pages, an event initiative has its own audience, resources, related initiatives, and PR plan. Some initiatives, such as events, require additional setup that is specific to their purpose. The event-specific setup is covered in this chapter; overview information applicable to all initiatives is located elsewhere in this PeopleBook.

Click to jump to top of pageClick to jump to parent topicUnderstanding Other Initiatives

Other-type initiatives refer to initiatives that do not fall within the boundaries of a campaign, event initiative, membership initiative, or volunteer effort. Although all initiatives in Contributor Relations share some common setup pages, other-type initiatives have their own audiences, resources, related initiatives, and PR plans. Setup information applicable to all initiatives is located elsewhere in this PeopleBook.

Click to jump to parent topicDefining Initiative Types

To set up initiative types, use the Initiative Type Table component (AV_INTV_TYPE_TABLE).

Before you can create and manage an initiative, you must define the types of initiatives used by the institution.

This section discusses how to define initiative types.

Click to jump to top of pageClick to jump to parent topicPage Used to Define Initiative Types

Page Name

Definition Name

Navigation

Usage

Initiative Types

AV_INTV_TYPE_TABLE

Set Up SACR, Product Related, Contributor Relations, Initiatives, Initiative Type Table

Define institution-specific initiative types.

Click to jump to top of pageClick to jump to parent topicDefining Initiative Types

Access the Initiative Types page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Initiative Type Table).

There are five delivered initiative types, which you should not modify. Institutions can define additional initiative types that fulfill their needs. Institution-defined initiative types are classified as OTHER.

Initiative Type Required Values

These values are required in the INTV_TYPE field that resides in the AV_INTV_TYPE_TBL table:

Code

Value

CAMPAIGN

Campaign

EVENT

Event

VOLUNTEER

Volunteer

MEMBERSHIP

Membership

OTHER

Other Initiative

The system treats any initiative types that you add in addition to those listed in the preceding table as Other Initiative types. Other Initiative types appear as options in the Initiative Type field on the Other Initiatives page.

Click to jump to parent topicDefining Audiences

To set up audiences, use the Attribute Type component (AV_ATTR_TYP), and the Audience Criteria component (AV_AUD_CRIT).

The values that you define here are used when creating an initiative audience.

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Define Audiences

Page Name

Definition Name

Navigation

Usage

Attribute Type

AV_ATTR_TYP_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, Attribute Type

Set up the various attributes in the system from which to build audiences. For example, you might include involvement information as a possible attribute type that is used to build an audience of constituents.

Audience Criteria

AV_AUD_CRIT

Set Up SACR, Product Related, Contributor Relations, Initiatives, Audience Criteria

Create selection criteria statements or statements that provide the variables needed to identify qualified audience members when a COBOL process is run. When you assign an audience to an initiative or member organization, the actual list of audience members is generated through this COBOL process.

Click to jump to top of pageClick to jump to parent topicSetting Up Attribute Types

Access the Attribute Type page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Attribute Type).

An attribute type is a characteristic that you can use to identify someone to communicate with in the system for an initiative or member organization.

Attribute Prompt Table

Enter a table or view name, which the system uses to populate the options in the Valid Value field on the Audience Criteria page. If you leave this field blank, the Valid Value field becomes a free-form field, and you can enter any value. However, you won't know if the value that you enter is valid until you run the process.

You might not want to use a prompt table that does not have a setup page associated with it, such as POSTAL_CODE or CLASS_YEAR. System performance improves if you add the free-form value rather than prompting against a large table.

Attribute Process Table

Enter a table name. This table contains the attribute that appears on the constituent's record.

Warning! If you are defining an attribute for a person, the EMPLID field must exist in the Attribute Process table. If you are defining an attribute for an organization, the EXT_ORG_ID field must exist in the Attribute Process table.

Attribute Field

Click this link to select the actual field in the process table where the attribute resides on a constituent's record.

The system supports these types and lengths of fields for attribute types:

Type

Maximum Field Length

Character

15

Number

10

Signed Number (decimal fields)

12.2

Date

10

The system searches for the attribute that you selected in the locations that you entered in the previous fields. The system generates an actual audience through the Initiative Audience Build COBOL process (AVPINT), which retrieves the attributes that you select. You can access the Initiative Audience Build page to run this process.

Example

To maximize the potential of audience attributes, a view could be created for all mailable alumni by selecting people who have constituent types of 1 and 2, an active address, and no date of death. By using this view as the first row in an audience criteria record, multiple tables are combined in a single view, leaving five more rows in audience criteria to narrow the audience selection.

Another way to maximize audience attributes is to create worksets and use the AV_WORKSET_MBR record as the process table to select members into an audience.

Click to jump to top of pageClick to jump to parent topicSetting Up Audience Criteria

Access the Audience Criteria page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Audience Criteria). The appearance of this page changes, depending on the audience Selection Process you use.

Audience Detail Common Fields

Approved

Select to indicate that the audience criteria is approved for use. Select only if you have completed the test search (by clicking the Test Search button) and are sure that you entered the selection criteria correctly.

Important! The audience that you define appears as an Audience option when assigning an audience to an initiative or member organization, if you selected the Approved check box.

Description

Enter a descriptive name for the audience. You can enter up to 60 characters in this field. This is a required field.

Selection Process

When you add a new audience criteria using the Audience Criteria search page, your selection process options here depend on the value you enter in the Person/Organization field. If you select Person or Organization in that field, you can select either the Build/Merge Process or Population Selection on this page. If you select Both, you must use the Population Selection process.

Population Selection

Select this option to use flexible methods to load audience data into the system. This group box appears when the Population Selection process is selected.

Population selection is a method for selecting the IDs to process for a specific transaction. The Population Selection group box is a standard group box that appears on run control pages when the Population Selection process is available or required for the transaction. Selection tools are available based on the selection tools that your institution selected in the setup of the Population Selection process for the application process and on your user security. Fields in the group box appear based on the selection tool that you select. The fields behave the same way from within the group box on all run control pages and application processes.

If your institution uses a specific delivered selection tool (PS Query, Equation Engine equation, or external file) to identify IDs for a specific transaction, you must use it.

Warning! Any query you select for audience criteria cannot contain prompts.

See Using the Population Selection Process.

Selection Criteria

Select this option to combine various attributes to narrow the audience. To retrieve the expected results, place the largest set of records in the first row, because the system selects that population first. Subsequent rows select populations from within the first group. For example, to select all alumni in Denver or Miami, first select all constituents with alumni as the constituent type, then select those with Denver postal codes, and then select those with Miami postal codes.

(

Select if the selection statement requires parentheses to separate it from subsequent selection criteria. If more than one opening parenthesis is selected, an initial opening parenthesis and subsequent closing parenthesis are assumed as part of the selection statement. Every opening parenthesis requires a closing parenthesis.

Attribute Type

Select an attribute type.

The institution can define attribute types, but the setup must include a process table that includes the information on a constituent's record and, if appropriate, a prompt table for values.

See Defining Audiences.

Oper (operator)

Select an operator for the selection criteria statement. Values are: =, <, <=, <>, >, and >=.

= includes all constituents with the attribute on their records.

<> includes all constituents without the attribute on their records.

Use <, <=, >, and >= to select a range, such as for an attribute of gift amount or postal code.

Valid Value

If you select a single value for the attribute type, only the constituents that share that specific value are included in the audience selection. To specify a value range, select the Range check box and enter the valid from and valid to range for the attribute in the Valid From and Valid To fields.

)

Select to indicate the end of a selection criteria statement.

Logical

Select (AND) to indicate that both attribute types are required or (OR) to indicate that either attribute type is acceptable.

Test Search

Click to run a background process that determines how many constituents would be included in the audience based on the criteria that you selected.

Note. You can create up to six rows of selection criteria. A single criterion can be based on a view that combines multiple attributes in a single view. For example, mailable alumni could be based on a process view that combines constituents with a constituent type of 1 or 2 who have active addresses and do not have a date of death. Further, other views combining multiple process tables can be used in the additional five criteria rows to expand the selection ability of the audience process.

Technical Information for Build/Merge Process

These rules apply when you specify audience criteria:

Click to jump to parent topicDefining Initiative Goal Types

To set up goal types, use the Goal Type Table component (AV_GOAL_TYPE_TABLE).

This section discusses how to define goal types for the initiative.

Click to jump to top of pageClick to jump to parent topicPage Used to Define Initiative Goal Types

Page Name

Definition Name

Navigation

Usage

Goal Types

AV_GOAL_TYPE_TABLE

Set Up SACR, Product Related, Contributor Relations, Initiatives, Goal Type Table

Define the types of goals that the institution tracks.

Click to jump to top of pageClick to jump to parent topicDefining Goal Types

Access the Goal Types page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Goal Type Table).

Examples of goal types are attendance levels, percentage of participation, and financial goals.

Select the appropriate option to make the goal appear as an Amount, Number, or Percentage.

Click to jump to parent topicDefining Methods

To set up methods, use the Method Table component (AV_METHOD_TABLE).

This section discusses how to define communication vehicles that are used to distribute public relations plans.

Click to jump to top of pageClick to jump to parent topicPage Used to Define Methods

Page Name

Definition Name

Navigation

Usage

Methods

AV_METHOD_TABLE

Set Up SACR, Product Related, Contributor Relations, Initiatives, Method Table

Set up communication methods, by defining the valid communication vehicles that are used to distribute public relations plans to various audiences.

Click to jump to top of pageClick to jump to parent topicSetting Up Communication Methods

Access the Methods page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Method Table).

Click to jump to parent topicUsing Action Components for Initiative Setup

The Prospect Management feature in Contributor Relations contains four action components that are useful when you set up an initiative: action types, action contact types, action status codes, and action results. Use these components with campaigns, membership initiatives, and event initiatives, as well as for prospect management.

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicDefining Action Types for Initiatives

Use the Action Types page to define general types of actions taken for a particular initiative, such as an ask.

See Defining Action Types.

Click to jump to top of pageClick to jump to parent topicDefining Action Contact Types for Initiatives

Use the Action Contact Types page to define the actions that the initiative staff can engage in. When you create an assignment, you select the contact type. The contact type determines whether the action will occur through a telephone call, letter, email, personal visit, and so on.

See Defining Action Contact Types.

Click to jump to top of pageClick to jump to parent topicDefining Action Status Codes for Initiatives

Use the Action Status page to define the status codes that appear in the Action Status prompt dialog boxes throughout the system. Action status codes and action results are necessary for each action type and action contact type.

See Defining Action Status Codes.

Click to jump to top of pageClick to jump to parent topicDefining Action Results for Initiatives

Use the Action Results page to define the values in the Result field on the page used when completing an initiative action. Action status codes and action results are necessary for each action type and action contact type.

See Defining Action Results.

Click to jump to parent topicDefining Budget Categories

To set up budget categories, use the Budget Table component (AV_BUDGET_TABLE).

This section discusses how to define the valid categories within an initiative budget.

Click to jump to top of pageClick to jump to parent topicPage Used to Define Budget Categories

Page Name

Definition Name

Navigation

Usage

Budget Table

AV_BUDGET_TABLE

Set Up SACR, Product Related, Contributor Relations, Initiatives, Budget Table

Define the categories within an initiative budget.

Click to jump to top of pageClick to jump to parent topicSetting Up Budget Categories

Access the Budget Table page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Budget Table).

When creating a budget, you can allocate funds to each category that you include in an initiative budget. Budget expenses are subsequently applied to the categories within the established initiative budget.

Click to jump to parent topicSetting Up Appeal Information

To set up appeals, use the Appeal Type Table component (AV_APPEAL_TYPE_TBL) and the Appeal Code Table component (AV_MTVTN_TBL).

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Appeal Information

Page Name

Definition Name

Navigation

Usage

Appeal Types

AV_APPEAL_TYPE_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Type Table

Set up appeal types by defining the vehicles that are used to communicate an appeal or request, such as a phone call, a visit, and so on.

Appeal

AV_MTVTN_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Code Table

Set up appeals or specific activities that generate commitments at the institution.

Appeal Detail

AV_MTVTN2_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Code Table, Appeal Detail

Set up appeal details by defining the expected results and benefits for particular appeals.

Click to jump to top of pageClick to jump to parent topicSetting Up Appeal Types

Access the Appeal Types page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Type Table).

Click to jump to top of pageClick to jump to parent topicSetting Up Appeals

Access the Appeal page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Code Table).

Examples of appeals are an annual phonathon, a publication insert, a capital campaign flyer, an honor roll, and so on.

Appeal Type

Select a vehicle that is used to communicate the appeal, such as phonathon, direct mail, and so on.

Campaign Appeal

Select to indicate that this appeal is a campaign appeal.

Event Appeal

Select to indicate that this appeal is an event appeal.

Membership Appeal

Select to indicate that this appeal is a membership appeal.

Volunteer Appeal

Select to indicate that this appeal is a volunteer appeal.

Other Appeal

Select to indicate that this appeal is an other appeal.

When you select one or more of these check boxes, the appeals appear as values in the Appeal field when entering an appeal code throughout the system. Campaign appeals appear in Gift and Pledge Entry. Membership and campaign appeals appear in Membership Entry.

In the previous example, ALUMAN appears only in the Membership Initiatives and Membership Entry components. When you select more than one check box, this appeal appears as a value in the Appeal field for initiatives whose type is the same as any you selected here. For example, if you also selected Campaign Appeal, the ALUMAN appeal would appear as available options in Appeal fields for all campaigns as well as in the Membership Initiatives component.

Click to jump to top of pageClick to jump to parent topicSetting Up Appeal Details

Access the Appeal Detail page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Appeal Code Table, Appeal Detail).

Appeal Goal

Enter the amount of revenue that you expect this appeal to generate.

Number of Pieces

Enter the number of pieces or contacts that you expect to make through the appeal. For example, if the appeal involves sending a letter, this value should be the total number of letters that you expect to send.

Appeal Budget

Enter the overall expense budget for the appeal.

Institution

Select the institution associated with the initiative.

Initiative Type and Initiative

Select each initiative type and initiative that uses the appeal.

Note. If a membership appeal is attached to initiatives, the Membership Progress page for the initiative displays the appeal and its results for that initiative.

Click to jump to parent topicSetting Up Campaigns

To set up campaigns, use the Campaign Donor Phase Table component (AV_DONOR_PHASE_TBL).

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Campaigns

Page Name

Definition Name

Navigation

Usage

Donor Phase Table

AV_DONOR_PHASE_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, Campaign Donor Phase Table

Define the valid donor phases used to create gift tables for campaigns at an institution. Phases identify the various gift (such as major gifts or leadership gifts) levels that you track.

Gift Table

AV_CMPGN_GIFT_TBL

Contributor Relations, Initiatives, Campaign Initiatives, Manage Campaigns, Gift Table

Estimate the number of donors and prospects that you need at each gift level to reach a campaign goal.

Reporting Rules

AV_CAMPAIGN_TABLE

Contributor Relations, Initiatives, Campaign Initiatives, Manage Campaigns, Reporting Rules

Define the rules used in reporting campaign activity to the Council for the Advancement and Support of Education (CASE).

Rules can vary from campaign to campaign, but cannot vary within a single campaign. After a campaign initiative is approved, the rules that you define cannot be altered. You use the approval process when you print the CASE campaign report.

Click to jump to top of pageClick to jump to parent topicDefining Donor Phases

Access the Donor Phase Table page (Set Up SACR, Product Related, Contributor Relations, Initiatives, Campaign Donor Phase Table).

After you define donor phases, you can use them in the Gift Table page.

Click to jump to top of pageClick to jump to parent topicSetting Up an Anticipated Gift Table

Access the Gift Table page (Contributor Relations, Initiatives, Campaign Initiatives, Manage Campaigns, Gift Table).

Created By

Select the ID number of the person creating the gift table. The default value is the ID of the person entering the gift table information but can be overridden.

Donor Phase

Select which section of the campaign, such as Major Gifts, Leadership Gifts, Special Gifts, or General Campaign is being defined in the gift table. Donor phases are defined by your institution.

Gift Level

Enter the minimum amount of a gift required at this level. Gift levels cannot be duplicated, and the amount generally decreases by donor phase when you create a table from the major gifts level down to the general campaign level.

Nbr Donors (number of donors)

Enter the number of donors needed at this gift level for the campaign to be successful. This number generally increases with lower gift levels. For example, you can project a need for five major gifts, and a need for 5,000 general campaign gifts.

Nbr Prspcts (number of prospects)

Enter the number of prospects needed at this gift level to generate the required number of donors. This number generally increases with lower gift levels and is generally greater than the number of donors.

Total

Enter the amount expected from the gift level.

Financial Goal

Displays the financial goal of a campaign.

Gift Table Total

Displays the sum of the Total column.

Example

This is an example of a standard gift table for a 25,000,000 USD campaign:

Phase

Gift Level (USD)

Nbr Donors

Nbr Prosp

Total (USD)

Major Gifts

2,500,000

1

5

2,500,000

 

1,000,000

4

10

4,000,000

 

500,000

4

10

2,000,000

 

250,000

6

15

1,500,000

 

150,000

10

20

1,500,000

 

100,000

23

46

2,300,000

Special Gifts

50,000

42

84

2,100,000

 

25,000

54

110

1,350,000

 

10,000

135

350

1,350,000

General Campaign

5,000

420

1,000

2,100,000

 

1,000

2,100

5,000

2,100,000

 

50

33,000

60,000

2,200,000

Total

 

35,799

66,650

25,000,000

Click to jump to top of pageClick to jump to parent topicDefining Reporting Rules

Access the Reporting Rules page (Contributor Relations, Initiatives, Campaign Initiatives, Manage Campaigns, Reporting Rules).

Note. The rules that you establish on this page are used for CASE campaign reporting. Setting up these rules enables you to create your own version of these reports; it does not affect the data that you view on inquiry pages throughout the system.

Campaign Scope

Single Unit

Select to have only one unit (school, center) reflected in the campaign scope.

Multiple Units

Select to have more than one but not all units reflected in the campaign scope.

Comprehensive

Select to have all units reflected in the campaign scope.

Maximum Pledge Payment Period

This selection indicates an institution's preference for how long a pledge can be outstanding. When a campaign is in the post-campaign reporting phase, any pledges that have exceeded the maximum payment period and are not yet fulfilled should be subtracted from campaign totals. Select Other to indicate a maximum payment period greater than five years. Enter an explanation if you select Other. CASE recommends that no campaign period exceed seven years in duration.

Bequests

Include Bequests

Select this option to include in campaign totals only those bequests that meet the following criteria:

  • The will must have a specified amount or percentage of the estate, and the prospect's donor record must reflect a future value of the estate.

  • A written commitment to the institution must be on file.

Include Bequests by Exception

Select this option to include in campaign totals only those bequests that are specifically selected for inclusion.

Life Insurance

Indicate the institution's preference for accepting life insurance as contributions to the campaign. If you select any option other than Do Not Include Insurance, life insurance that has not been realized is included in campaign totals based on the selected value.

Cash Surrender Value

Select to have the life insurance counted as a current outright gift.

Face Value/Present Value

Select to have the life insurance reported as deferred gifts.

Realized Death Benefit Only

Select to have the life insurance reported in campaign totals if they have not been reported in another campaign.

Advance-Gifts Phase in Totals

Featured Objectives Only

Select this option to include in campaign totals only those gifts received by the institution in support of the campaign or its related initiatives.

All Gifts Rcvd by Institution (all gifts received by institution)

Select this option to include in campaign totals any gift received by the institution during the specified campaign period.

Important! All gifts to campaigns are counted. No featured objective totals are calculated.

Click to jump to parent topicSetting Up Membership Initiatives

To set up membership initiatives, use the Membership Type component (AV_MBR_TYP) and the Membership Category component (AV_MBR_CAT).

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Membership Initiatives

Page Name

Definition Name

Navigation

Usage

Membership Type

AV_MBR_TYP_PNL

Set Up SACR, Product Related, Contributor Relations, Membership Organizations, Membership Type

Define the various types of memberships that constituents can have with a member organization.

Membership Category

AV_MBR_CAT_PNL

Set Up SACR, Product Related, Contributor Relations, Membership Organizations, Membership Category

Define the various classifications for membership in an organization.

Click to jump to top of pageClick to jump to parent topicSetting Up Membership Types

Access the Membership Type page (Set Up SACR, Product Related, Contributor Relations, Membership Organizations, Membership Type).

Examples of membership types are Annual, Sustaining, and Life. Use membership classifications when setting up the dues levels for a member organization.

Membership Type Required Values

The following table describes the values that are required:

Code

Value

LIFE

Life

Click to jump to top of pageClick to jump to parent topicSetting Up Membership Categories

Access the Membership Category page (Set Up SACR, Product Related, Contributor Relations, Membership Organizations, Membership Category).

Examples of membership categories are Single, Dual, and Family. Use membership classifications when setting up the dues levels for a member organization.

Click to jump to parent topicSetting Up Volunteer Efforts

To set up volunteer efforts, use the Areas of Responsibility component (AV_AREA_TYP_TBL), Assignment Types component (AV_ASGN_TYP_TBL), and the Leadership Types component (AV_LDR_TYPE_TBL).

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicCommon Elements Used in This Section

Role

Select the overall function needed for each position in the leadership structure. Your institution defines roles.

Nbr Needed (number needed)

Enter the number of volunteers needed in the role or capacity that you selected.

Term Length

Select the expected length of service for volunteers serving in this capacity. The values Less Than One Year and 1-15 Years are delivered with the system. The default value for this field is Less Than One Year.

Values for this field are delivered with the system as translate values. You can modify these translate values.

Selection Process

Indicate whether volunteers are elected or appointed to the position. This default value for this field is Appointed.

Required

Specify whether the position must be filled. You can enter two lines for each role; one for the number of required positions and one for the number of additional positions that can be filled.

Click to jump to top of pageClick to jump to parent topicPages Used to Set Up Volunteer Efforts

Page Name

Definition Name

Navigation

Usage

Area of Responsibility

AV_AREA_TYP_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Areas of Responsibility

Define the valid areas of accountability assigned to volunteers.

Assignment Type

AV_ASGN_TYP_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Assignment Types

Define the valid types of volunteer assignments.

Leadership Types

AV_LDR_TYPE_TBL

Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Leadership Types

Define a standard structure outline that you can import when you create a new leadership structure for an initiative or a member organization.

Volunteer Goals

AV_INTV_VOL_GOAL

Contributor Relations, Initiatives, Volunteer Initiatives, Manage Volunteer Initiatives, Volunteer Goals

Set up intermediate goals or milestones for an initiative.

Volunteer Structure

AV_VOL_LDR_GRP

AV_VOL_LDR_GRP_M

  • Contributor Relations, Initiatives, Volunteer Initiatives, Initiative Volunteers, Initiative Volunteer Structure

  • Contributor Relations, Initiatives, Volunteer Initiatives, Membership Org Volunteers, Member Org Volunteer Structure

Define the overall leadership group for an initiative or a member organization.

Sub-Groups

AV_VOL_SUB_GRP

  • Contributor Relations, Initiatives, Volunteer Initiatives, Initiative Volunteers, Initiative Volunteer Sub-Group

  • Contributor Relations, Initiatives, Volunteer Initiatives, Membership Org Volunteers, Member Org Volunteer Sub-Group

Define a group of volunteers who report to the leadership group within the volunteer structure. Subgroups can be committees or specific individuals.

Click to jump to top of pageClick to jump to parent topicSetting Up Volunteer Resources

Use the Define Volunteers, Roles, and Volunteer Roles pages to create the volunteer resources that you require when managing volunteer efforts.

See Also

Assigning Volunteers to Roles

Click to jump to top of pageClick to jump to parent topicDefining Areas of Responsibility

Access the Area of Responsibility page (Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Areas of Responsibility).

Areas of responsibility are linked to assignment types. For example, when you define an assignment type of Student Recruitment, you can select High Schools as a valid area of responsibility for that assignment type.

The areas of responsibility that you define here determine the available selections on the Volunteer Assignments 1 page, on which you assign volunteers to specific tasks.

Click to jump to top of pageClick to jump to parent topicDefining Assignment Types

Access the Assignment Type page (Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Assignment Types).

Before you can use this page, you must define areas of responsibility on the Area of Responsibility page.

Area of Responsibility

Select the valid area of responsibility for this assignment type. Assignment types are associated with one or more areas of responsibility. For example, when you define an assignment type of Student Recruitment, you can assign an area of responsibility called High Schools. You can assign a specific high school if that area of responsibility has been so defined.

See Also

Defining Areas of Responsibility

Click to jump to top of pageClick to jump to parent topicDefining Leadership Types

Access the Leadership Types page (Set Up SACR, Product Related, Contributor Relations, Initiatives, CR Volunteers, Leadership Types).

This page defines a template structure that can be used and built upon for an initiative or a member organization.

Examples of leadership types include Board of Directors, Reunion Committee, and Fund Raising Team.

You can assign two lines per Role in the volunteer structure—one for a required position, and one for an additional number of positions that can be filled.

Important! If you select the Required check box, the system prevents you from saving the volunteer structure without first assigning a volunteer to the position.

Click to jump to top of pageClick to jump to parent topicDefining Volunteer Initiative Goals

Access the Volunteer Goals page (Contributor Relations, Initiatives, Volunteer Initiatives, Manage Volunteer Initiatives, Volunteer Goals).

Financial Goal and % Particptn Goal (percent participation goal)

The system displays the financial goal and the participation percentage goal for the initiative. These goals are defined on the initial page on which the initiative is defined.

Target Date

Enter the date by which the goal may be reached.

Goal Type

Select the measurement by which you track the progress toward the goal.

Audience Code

Specify the population to which the goal pertains. Available options include all of the populations that are defined by the institution on the Audience page with the type of Segmentation for this initiative.

Click to jump to top of pageClick to jump to parent topicStructuring the Leadership Group

After you have created an initiative or set up a membership organization at your institution, you might want to define the volunteer structure that is necessary for the effort to succeed. Volunteer structures outline the various leadership roles for volunteers within a group and specify how many volunteers are needed to fill each role. In addition, volunteer structures can contain subgroups or groups of volunteers that report to the initial leadership group.

Access the Volunteer Structure page (Contributor Relations, Initiatives, Volunteer Initiatives, Initiative Volunteers, Initiative Volunteer Structure).

Leadership Group

Enter the name of the leadership group or the highest level of volunteer leadership for the initiative or member organization (up to 50 characters).

Leadership Type

Select a volunteer structure defined on the Leadership Type page.

Build Default Structure

Click to populate the Volunteer Structure Detail group box with the template structure specified by the leadership type that you selected. You can edit the structure if you use this choice.

If you do not use the default structure, make selections and enter values in the Role, Number Needed, Term Length, Selection Process, and Required areas of the page.

Important! If you select the Required check box, the system prevents you from saving the volunteer structure without assigning a volunteer to the position.

Click to jump to top of pageClick to jump to parent topicDefining Subgroups

Access the Sub-Groups page (Contributor Relations, Initiatives, Volunteer Initiatives, Initiative Volunteers, Initiative Volunteer Sub-Group).

Subgroups are committees or groups of individuals that report directly to the leadership group.

Vol Sub-Group (volunteer subgroup)

Enter a name for the volunteer subgroup (up to 50 characters).

Leadership Type

Select a volunteer structure defined on the Leadership Type page.

Build Default Structure

Click to populate the Sub-Group Structure group box with the structure template specified by the leadership type that you selected. You can edit the structure if you make this selection.

If you do not use the default structure, make selections and enter values in the Role, Number Needed, Term Length, Selection Process, and Required areas of the page.

Important! If you select the Required check box, the system prevents you from saving the volunteer structure without first assigning a volunteer to the position.

Click to jump to parent topicSetting Up Event Initiatives

To set up an event initiative, you must set up event types. Access the Event Type Table page in Campus Community to define the specific types of events at your institution, and to specify the event types that you want to use as default values in your system.

See Also

Setting Up Campus Event Planning