Understanding Event Initiative Management

Before you can manage an event initiative, you must have one set up. There are common initiative setup pages for this task, and also event-specific setup pages that enable you to complete event initiative setup.

See Setting Up Event Initiatives.

Events can range from a simple banquet to a labor-intensive multi-day reunion, and their purpose can be either to generate significant revenue or solely to build your constituent community. No matter the goal, each event requires planning time and staff attention to ensure success. Contributor Relations provides the capability to effectively plan, manage, and track these events.

Contributor Relations Event Management functionality interfaces with the Event Management functions found in PeopleSoft Campus Solutions. The processes of creating events, assigning meeting details, tracking attendance, creating event templates, and tracking events are identical to the processes found in the Campus Solutions system.

In addition to the functionality provided through Campus Solutions, Contributor Relations provides the tools to define an event's structure or planning path.

An event initiative is one type of initiative in Contributor Relations. Although all initiative types share some common management pages, event initiatives have their own audience, resources, related initiatives, and PR plan. Some initiatives, such as events, require additional management that is specific to their purpose.

For more information about managing all types of initiatives, seeUnderstanding Initiative Management.