Knowledge Sharing: Best Practices

Dear Caitrin,

I would be interested in a Tessitura (standard operating procedures) SOP resource as well. I’ve asked trainers and we have also received some help from the forum but the bottom line is that every organization is so different and Tessitura is so broad. Did Raiser’s Edge have this kind of resource? I was only in Raiser’s Edge for about a year before I came to Tessitura.

I think an SOP “library” or resource dedicated to best practices would help all new, and developing organizations use Tessitura at the highest level.

Is there anyone on the thread that is involved with the conference or making these kinds of suggestions float up to the top?

Thank you,

Kristin Starling

kstarling@nashvilleopera.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Caitrin Innis
Sent: Thursday, April 13, 2017 7:44 AM
To: Kristin Starling <kstarling@nashvilleopera.org>
Subject: [Tessitura Development Forum] Knowledge Sharing: Best Practices

Hi Everyone,

I'm new my organization and unfortunately, my predecessor isn't around to train me on Tessitura & how they used Tessitura to manage donations to the theatre. I'm used to the Raiser's Edge and I'm struggling!

I've gone through the Learning Resources a lot, and I'm realizing that the way our data has been entered over the last 5 years isn't ideal. 

If anyone has a manual they've created for best practices that I could use it would be very very appreciated!

Thanks so much!

Caitrin 

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!

Hi Terry,

May I ask for the document too? I’m working on something and it’d be great to have a bit of inspiration to assist me. mjoyal@royalmtc.ca

Thanks!

Michael Joyal
Direct 204 954 6411

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Terry Stevens
Sent: April-13-17 11:53 AM
To: mjoyal@royalmtc.ca
Subject: Re: [Tessitura Development Forum] Knowledge Sharing: Best Practices

Caitrin,

I emailed you a couple of procedure manual documents and edited out what is related specifically to us.  Hopefully these help you out.  They should help you see all the areas we touch when processing donations. 

Caitrin,

We have a procedures manual but as Kristen says it is quite specific to our organization.   I would be happy to share with you parts of the manual that deal with general processing procedures.   I have used Tessitura for over twelve years both ticketing and development and would be happy to talk to you and help with any questions you have about processing.  I also am the one who sets up campaigns, funds and Gls and so can be a source there for you as well.   Feel free to email me stevens@mcfta.org and we can set up a phone call.  

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!