Hi All,
We've just made the leap to Tessitura and are still trying to figure out which of our many Excel spreadsheets it might be able to replace for us. I was wondering if anybody has been tracking their board nominating pipeline in Tess. I would want to capture data like the date they were nominated, by whom, and every step along the cultivation process, including whether they have been elected to a board, dropped from consideration, or deemed to need more cultivation before approaching in earnest.
I've been experimenting with CSIs, which seems like a viable option, but would need a bit of customization on our end. Before I re-invent the wheel, though, I thought I'd reach out to this community to see if somebody already had a great solution that worked.
Thanks in advance for your feedback!
Best,
Jessica Morrison
Deputy Director of Development
American Repertory Theater
64 Brattle Street
Cambridge, MA 02138
Hi Jessica,
We don't do this as we don't have a Board structure in the same way as you do, but one thought I had would be to use Plans (v12 functionality) to do this, especially as you can customize the different steps. I'm looking at using it for some processes other than cultivation at the moment which is why I thought of itI'm sure other people will have some other idea or examples of how they do it though.
Caryl
Hi Jessica -
I will echo Caryl in saying that there are definitely organizations out there that are using plans to track board cultivation.
Good luck!
Heather