Nominating pipeline

I suggest looking into Plans. I think these are more in line with what you are doing.

J

Marie

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Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Morrison
Sent: Tuesday, July 28, 2015 10:06 AM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Nominating pipeline

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

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!

I suggest looking into Plans. I think these are more in line with what you are doing.

J

Marie

---

Marie Kocher | Development Assistant

Kansas City Ballet | Todd Bolender Center for Dance & Creativity

500 W. Pershing Road, Kansas City, MO 64108

816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

kcballet.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Jessica Morrison
Sent: Tuesday, July 28, 2015 10:06 AM
To: Marie Kocher <mkocher@kcballet.org>
Subject: [Tessitura Development Forum] Nominating pipeline

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

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!