excellence through technology: three ways to leverage technology for excellence united eway ’05...
TRANSCRIPT
Excellence Through Technology:Three Ways to Leverage Technology for Excellence
United eWay
’05 NTC March 24, 2005
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•Overview & Introductions•Perfection vs excellence•Evaluation and making the right choice•Examples
We welcome questions and comments both throughout and after the presentation
Today’s Presentation
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Who’s with us today
•Ed Mishrell – Boys and Girls Club of America
•Heather Matson – Configuration & SupportUnited [email protected]
•Rhonda Veugen – Director, eCommunity United eWay
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Mobilize Charitable Giving and Community Involvement
Online Giving Community Connections
OnlinePledging
Processing & Distribution
Event Managemen
t
Volunteer Solutions
MatchingGrants
Online Auctions(powered by
cMarket)
BoardMatch
GiftMatch
United eWay
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Statistics show that using technology not only improves efficiency but also can make you more relevant in a community.
*Become knowledgeable
*Get Connected
*Great promotion opportunity
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Perfection vs Excellence – What does it Mean?
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Perfection is being right.
Excellence is being willing to be wrong._____
Perfection is fear.
Excellence is taking a risk_____
Perfection is anger and frustration.
Excellence is powerful_____
Perfection is control
Excellence is spontaneous_____
Perfection is judgment
Excellence is accepting_____
Perfection is taking
Excellence is giving_____
Perfection is doubt
Excellence is confidence_____
Perfection is pressure
Excellence is natural
_____
Perfection is the destination
Excellence is the journey-Author unknown
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Perfection vs Excellence
Deliver transparency to the community
Ensure that systems, procedures and protocols are in place to efficiently maximize the engagement and mobilization of citizens in your community.
Ensure that systems, procedures and protocols are in place to efficiently determine the impact of your efforts in a community.
Maximize community impact by utilizing your resources in the most efficient and effective manner.
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Resource Development and Mobilization
Back Office
Direct Mail
Email Messaging
“Viral” Marketing
Custom Website
Campaign Product Development
Investment Guide
PledgeCapture
Processing &Distribution
DonationTracking
CustomerRelationship
MgtCampaign/Donor Mgt
System
CommunityEngagement
Impact Strategies
Marketing & Solicitation
Electronic Pledging
Paper Pledging
Auctions
Matching Grants
Gift Cards
Sponsorship
Product donation/ In-kind giving
Bequests
Agency Verification
Check Processing
Card Scanning
Stock Processing
EFT
Float Management
Credit Card Processing
Receipting
Acknowledgment
Reporting
Gift Status
Receipting/ Acknowledgment
Cross-sell
Giving History
Contact Management
Profile
Analytics
Workflow
Segmentation/ Targeted Messaging
Migratory Donor Info
Call Center/Inquiry Management
Contracts
Prospecting
Newsletter
Trend
Aggregate Campaign Results
Integration with Financial System
Volunteerism
Public
Board Match
Assistance Programs
Event Management
Advocacy Campaign
Voter Registration
Issue Research and Education
Outcome Measurement
Reporting
Allocations
Eligibility Screening (e.g. Food stamps, etc)
.
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Technology is one of the answers for program delivery and operations challenges.
Give me examples of something that is draining resources and could be improved using technology.
Horror Stories !!!!!
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Perfection isn't the goal but excellence is. Choosing the right technology is key to overall program excellence. •Look hard at your programs, scrutinize and brainstorm which pieces of the job or program would benefit from using technology.
•Wish list time! Make a list of functionality you need before you start “shopping around”.
•Do your research. Make the vendors work for you (RFP) but also don’t choose a technology or vendor that doesn’t meet your needs. HUGE WASTE OF TIME FOR YOU AND THE VENDOR.
•Beta and roll out plan – test before you launch. Build in enough time.
•Build in the appropriate resources and staff to support.
Note: Build or buy? Buy, Buy, Buy. Up keep, drain of resources, more cost then you think. It’s probably out there. Keep looking.
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3 Examples
Boys and Girls Club
Crises Response Solutions and/or Public Campaigns
Event Management
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Rhonda Veugen [email protected]
Ed Mishrell [email protected]
Heather Matson [email protected]
Thank you!