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Data Manager for Development

Charlotte Hussey
$organization

Hi,

We are exploring possible new development department staffing structures that would provide better data management/list building support for our Development campaign managers. Do any of you have a departmental structure in which there is a single departmental manager who is responsible for Tessitura set-up and supervising data management and list building, and who oversees financial reconciliation and reporting? Or do you have a shared position with other departments? If so, we'd really appreciate hearing about how you manage and staff this. Thanks for any and all insight you can offer!

 

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  • $organization
    Hi Charlotte,
     
    At The Playhouse, I hold the power user position within the Development department; my title is Development Operations Mgr.
     
    I set up new users/solicitors within our dept's log in groups, update systems tables related to devo's tasks, configure new funds/campaigns/appeals, enter contributions/adjustments and generate acknowledgements, monitor the credit card server as it relates to Devo charges, create lists and extractions for Devo merge documents, manage membership renewals/annual fund, coordinate Telefunding lists for our in-house callers, maintain the data integrity of the donor records, coordinate e-communications (WordFly) for our dept., facilitate the FY reconciliation processes between Devo and the Finance dept, and generate ad-hoc reports.  In addition, I oversee the dept's expense budget and supervise an assistant and interns.
     
    Marketing and Box Office have their own power users and we all are backed up by our IT staff.  We are also in constant communication with each other because many of our projects cross-connect.
     
    Like Mike at City Center, I believe it's important to have consistency in contribution entry--following a donation through to membership renewals/adjustments and then on to acknowledgements--because there are often exceptions that need to be implemented along the way.  The rest of the Devo team updates constituent contact information related to their portfolios, manage their solicitation records, update activity records ...and any other information gathered from cultivation and research.
     
    I'm happy to answer any other questions that you may have.
    -Jayne

    Jayne Atkinson
    La Jolla Playhouse | Mgr of Development Operations 
    858| 550-1070 x 132

    $upport the Playhouse Today!


     
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Charlotte Hussey
    Sent: Friday, October 16, 2009 2:23 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Data Manager for Development

    Hi,

    We are exploring possible new development department staffing structures that would provide better data management/list building support for our Development campaign managers. Do any of you have a departmental structure in which there is a single departmental manager who is responsible for Tessitura set-up and supervising data management and list building, and who oversees financial reconciliation and reporting? Or do you have a shared position with other departments? If so, we'd really appreciate hearing about how you manage and staff this. Thanks for any and all insight you can offer!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • $organization
    Hi Charlotte,
     
    At The Playhouse, I hold the power user position within the Development department; my title is Development Operations Mgr.
     
    I set up new users/solicitors within our dept's log in groups, update systems tables related to devo's tasks, configure new funds/campaigns/appeals, enter contributions/adjustments and generate acknowledgements, monitor the credit card server as it relates to Devo charges, create lists and extractions for Devo merge documents, manage membership renewals/annual fund, coordinate Telefunding lists for our in-house callers, maintain the data integrity of the donor records, coordinate e-communications (WordFly) for our dept., facilitate the FY reconciliation processes between Devo and the Finance dept, and generate ad-hoc reports.  In addition, I oversee the dept's expense budget and supervise an assistant and interns.
     
    Marketing and Box Office have their own power users and we all are backed up by our IT staff.  We are also in constant communication with each other because many of our projects cross-connect.
     
    Like Mike at City Center, I believe it's important to have consistency in contribution entry--following a donation through to membership renewals/adjustments and then on to acknowledgements--because there are often exceptions that need to be implemented along the way.  The rest of the Devo team updates constituent contact information related to their portfolios, manage their solicitation records, update activity records ...and any other information gathered from cultivation and research.
     
    I'm happy to answer any other questions that you may have.
    -Jayne

    Jayne Atkinson
    La Jolla Playhouse | Mgr of Development Operations 
    858| 550-1070 x 132

    $upport the Playhouse Today!


     
    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Charlotte Hussey
    Sent: Friday, October 16, 2009 2:23 PM
    To: Jayne Atkinson
    Subject: [Tessitura Development Forum] Data Manager for Development

    Hi,

    We are exploring possible new development department staffing structures that would provide better data management/list building support for our Development campaign managers. Do any of you have a departmental structure in which there is a single departmental manager who is responsible for Tessitura set-up and supervising data management and list building, and who oversees financial reconciliation and reporting? Or do you have a shared position with other departments? If so, we'd really appreciate hearing about how you manage and staff this. Thanks for any and all insight you can offer!

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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