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Setting Intermediate Goals

This section discusses how to set intermediate goals for an other initiative.

Page Name

Definition Name

Navigation

Usage

Other Initiative Goals

AV_INTV_OTHR_GOAL

select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiative Goals

Set up intermediate goals or milestones for an initiative.

Access the Other Initiative Goals page (select Contributor Relations, then select Initiatives, then select Other Initiatives, then select Manage Other Initiatives, then select Other Initiative Goals).

Image: Other Initiative Goals page

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

Other Initiative Goals page

Upon entering this page the Financial Goal and Participation Goal for the initiative appear. These goals are defined on the Other Initiatives page. However, some initiatives do not have goals because they exist to build goodwill; therefore you would not expect a return of any kind.

Field or Control

Definition

Target Date

Enter the date by which the goal may be reached.

Goal Type

Select the measurement by which you track the goal's progress.

Audience Code

Enter the audience code to which the goal pertains. Available options include all the populations defined for this initiative with the type of Segmentation on the Audience page.