pennsylvania banner users group 2006 using solicitor organizations to manage multiple volunteer...
TRANSCRIPT
Pennsylvania BANNER Users Group
2006
Using Solicitor Organizations to Manage Multiple Volunteer Groups
General Announcements:
Please turn off all cell phones/pagers If you must leave the session early, please
do so as discreetly as possible Please avoid side conversations during the
session Questions will be answered at the end of
the session
Thank you for your cooperation
Introduction:
Why we decided to use Solicitor Org
Show how we set up our forms
Show the types of reports we generate
History
IRE@L Project to raise $10 million using a volunteer committee
Used ACCESS to pull BANNER Data
Coded volunteers and prospects they were soliciting in Access
Campaign Volunteer Groups
Board of Trustees
Lehigh Leadership Council
Linderman Library Advisory Board
Problems & Solution
How to prevent prospect assignment to multiple groups
How many Access DB do we create
Summit Presentation showing how to use Solicitor Organization Module
Believed it would work to manage the multiple volunteer organizations
Steps Used to Set Up Sol Org
Step 1. Create the new Organization give it a Name – Status – Year - Type
Step 2. Enter the name of a contact for the organization
Step 3. Give the Organization Annual Goals Step 4. Enter the solicitors who belong to this
organization
ASASORG
Add Solicitors
Add Annual Goals
Volunteer Contacts Can Now Be Assigned - ASASANG
Select the Organization Name from the list
Select the Solicitor Name (volunteer)
If you can’t move beyond this point – annual goals is missing. Go back to step 3
Assign the Contacts to the volunteer solicitor
Select Solicitor From List
Enter Contacts
Other Forms Used
Reports Requested– Pipeline – AMAPROP– Volunteer Strategy – AMACOMT
AMAPROP
AMACOMT
Excel Report – AMAPROP data
Access DB Form
Pennsylvania BANNER Users Group
2006
Open Floor for Other Questions?
Pennsylvania BANNER Users Group
2006
Have a great day!