Now that we have plans plan steps...
How are folks reporting on Next Actions Steps for the entire group for discussion as part of development planning/strategy meetings? I'm not just interested in what folks think are best practices, but what you are actually doing?
We have noticed that you can do this to some extent of Portfolios on a Major Gift Officer by Major Gift Officer basis. However, what to do when everyone gets together. The Plan Summary Report provides some of this but very little sorting capabilities, by the steps.
Reminders sort of does this for folks you are "managing" but filtering is not very specific.
Anyone got a custom report they are using?
Interested in folks thoughts on this subject.
Thanks.
Tom:
The Granada Theatre is using the standard Step Detail report and e-mailing it to the entire department weekly as a scheduled report.
The report picks up all steps with a complete by date within the upcoming two weeks, and contains upcoming meetings, lunches, grant deadlines, etc.
This requires the development staff to enter a complete by date when creating the step, but once that is done the entire staff will see a two week window regardless of portfolio or specific plan.
-- Mike
You could do something similar to what Mike describes, but with the Plan Step Details widget in Tessitura Dashboards. Any column selected in the widget is sortable, and it has built-in filters for Step Dt and Due Dt so if you aren't tracking "Next" steps by step type, you've got a lot of date-based options in the widget to narrow things down.