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What's Next: Best-in-Class Options from Top-Notch Shops

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by

Christopher Cannon

on 29 May 2014

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Transcript of What's Next: Best-in-Class Options from Top-Notch Shops

Focus
80/20 on its head
Front-of-the-Line
Donor-centered
Other Trends
Analyze vs. Enter
Digital everything
Outsource volume
Lockboxing, Caging, etc.
Big Data
Expand decisions via workflow
Stewardship
Research clues
Crowdsourcing policies (or lack thereof)
Aligning with Strategic Information Management practices (value/leverage all data and capitalize on all touch points)
Streamline
Touch-It/Take-It*
Birds of a Feather
Finder numbers, etc.
Deal with it...let's play: "what's in your safe!"
What's Next: Best-in-Class Options from Top-Notch Shops
Balancing high-volume and high-touch elements of gift processing can be daunting. Establishing a Strategic Information Management environment requires improvements and innovations that will help you increase speed and accuracy while handling your volume. Explore best-in-class programmatic alignment, process improvements, and new drivers (like “Big Data”) that your organization should evaluate to improve data management effectiveness.
-Chris Cannon, Zuri Group

Innovations &
Best-in-Class

Starting Points
A note about best practices
Balancing the spinning top
Accuracy-Speed-Volume Conundrum
Perception/Exception Management
What can you expect?
What are others thinking?
More with less is an awful idea!
Metrics: the "Final" Frontier
Metrics
Measuring Time
Messaging
External
Up into the organization
Through development
Practices that are Best
---------------------
Systemic v. Anecdotal
Gift Metrics:
2.85 Days
4.5 per Hour
6,400 per FTE
To divide or not to divide, that is the question
Questions?
This is available at fundraisingoperations.wordpress.com

Contact info: Chris Cannon, cannon@zurigroup.com
Full transcript