Defining an Initiative

This section discusses how to create any type of initiative.

Page Name	Definition Name	Navigation	Usage
Campaign	AV_INTV_CMPGN_MAIN	select Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives	Begin the process of defining a new campaign initiative at your institution.
Membership	AV_INTV_MEMBR_MAIN	select Contributor Relations, then select Initiatives, then select Membership Initiatives, then select Membership Initiatives	Begin the process of defining a membership initiative at your institution.
Volunteers	AV_INTV_VOL_MAIN	select Contributor Relations, then select Initiatives, then select Volunteer Initiatives, then select Manage Volunteer Initiatives, then select Volunteer Initiatives	Begin the process of defining a new volunteer initiative at your institution.
Event	AV_INTV_EVNT_MAIN	select Contributor Relations, then select Initiatives, then select Event Initiatives, then select Manage Events, then select Event Initiatives	Begin the process of defining a new event initiative at your institution.
Other Initiatives	AV_INTV_OTHR_MAIN	select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiatives	Begin the process of defining a new initiative at your institution that is not a campaign, membership initiative, event initiative, or volunteer effort.

Depending on the type of initiative you want to create, access the Campaign, Membership, Volunteers, Event, or Other Initiatives page select (Contributor Relations, then select Initiatives, then select Campaign Initiatives, then select Manage Campaigns, then select Campaign Initiatives).

Image: Campaign page

This example illustrates the fields and controls on the Campaign page. You can find definitions for the fields and controls later on this page.

Fields Common to All Initiatives

Field or Control	Definition
Name	Name the initiative, up to 60 characters.
Reporting Level	Enter a reporting level for the initiative. The highest reporting level is `1.` The lowest reporting level is `999.` You will receive an error message if you enter an incorrect reporting level. A level `1` initiative cannot be related to another level `1` initiative of the same type. For example, a level `1` campaign cannot be related to another level `1` campaign. Reporting levels are critical when relating other initiatives to an initiative on the Related Initiatives page. Note that you cannot relate any campaigns to events. Events must be in context of the larger campaign; a campaign drives what is related to it.
Business Unit	Note: Your selection determines the values you can choose from when selecting a responsible department, creating department goals, selecting a public relations appeal, and selecting an appeal for a budget expense.
% Particptn Goal (percent participation goal) and Financial Goal	Enter a participation goal percentage and a financial goal for the initiative. Goals indicate the amount of or percentage increase in participation that you expect to receive as a result of the initiative. For campaign initiatives, these fields are used in the Campaign Progress Report. For memberships, these fields are used in the Membership Progress page.
Person	Select a responsible person for the initiative. This field populates by default to the user ID of the person defining the initiative, but can be overridden. To select a new responsible person, click the Quick Search button and select the appropriate ID. When a responsible person is selected, his or her name appears to the right of this field. Only one person can be responsible for an initiative at a given time.
Department	Select a responsible department for the initiative. The prompt box displays a listing of all the departments associated with the setID for the business unit that you select for this initiative.

If You Are Creating a Campaign Initiative

Field or Control	Definition
Phase	Select a phase to indicate whether the initiative is currently `Private` or `Public.` You may want to begin the campaign privately, identifying the pace-setting gifts that form the nucleus fund of the campaign. When the campaign has some momentum from the private phase, you can take it public to complete its goals.

Field or Control

Definition

Phase

Select a phase to indicate whether the initiative is currently Private or Public.

You may want to begin the campaign privately, identifying the pace-setting gifts that form the nucleus fund of the campaign. When the campaign has some momentum from the private phase, you can take it public to complete its goals.

If You Are Creating a Membership Initiative

Field or Control	Definition
Mbr Org (member organization)	Enter the member organization. This code identifies which member organization at your institution owns the membership initiative. The first initiative that you create might not have values in this field because no values might have been set up yet. If so, leave this field blank and return to complete it after you create the appropriate member organization.

If You Are Creating a Volunteer Initiative

Field or Control	Definition
Nbr Vol Goal (number of volunteers goal)	Enter the number of volunteers you want to be involved in the initiative.
Vol Pool Goal (volunteer pool goal)	Enter the number of constituents you must invite to participate to generate the number of volunteers goal.

If You are Creating an Event Initiative

Field or Control	Definition
Event ID	If you have already created this event on the Event page, select the event ID to link it to this event initiative. Otherwise, click the New ID button to create an event. After you create an event and save the Event page, the system creates an event ID and automatically enters the new ID here.
New ID	Click to create an event for this event initiative. When you click this button, the system automatically populates the Event page with key values that you entered here. To assist you in creating the event record, the system transfers the event code that you are defining to the Short Description field, the name that you enter to the Description field, and the institution that you select to the Institution field. See Creating an Event
Attendance Goal	Enter a goal that states the expected number of constituents who will attend the event.

Field or Control

Definition

Event ID

If you have already created this event on the Event page, select the event ID to link it to this event initiative. Otherwise, click the New ID button to create an event. After you create an event and save the Event page, the system creates an event ID and automatically enters the new ID here.

New ID

Click to create an event for this event initiative. When you click this button, the system automatically populates the Event page with key values that you entered here. To assist you in creating the event record, the system transfers the event code that you are defining to the Short Description field, the name that you enter to the Description field, and the institution that you select to the Institution field.

See Creating an Event

Attendance Goal

Enter a goal that states the expected number of constituents who will attend the event.

If You Are Creating an Other Initiative

Field or Control	Definition
Intv Type (initiative type)	Enter an initiative type. The type you enter should be one not defined by your institution as `Campaign,` `Membership,` `Volunteer,` or `Event.`