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Project Management of Plans

Former Member
Former Member $organization

Hi Tessiturians:),

The Development team in my organisation is pretty new to using Tessitura.

After a very long process of restructuring our campaigns and funds, we have closed old plans, and set up plans for each and every donor on our data base- assigned to the various development team members.

Moving forward I was wondering if you can maybe share best practices in plans project management.

It's great that the infrastructure is finally in, but I'm not really sure how to use the plans summary and step detail report successfully after pulling out the report.

I'm worried that if I don't manage  the stage of implementation correctly , plans will be inserted but not used- and months worth of work will go down the drain.

Wisdom in DEV/Plans project management  will be really appreciated..

Thank you in advance,

Yasmin

Parents
  • $organization

    Hi Yasmin, 

    I'm in much the same boat--I've moved our development team completely onto plans for the first time starting 2018, and we're still gradually working through how to use them in practice. 

    A couple things that have helped us: 

    1) Development leadership is 100% on board and bringing summary reports (and other documents that I prepare, more on that below) to 1:1 meetings with gift officers. 

    2) Gift officers are really digging into the portfolio feature and using it to filter to view open plans, pending steps, etc. for their own donors/prospects. 

    3) I'm exporting the plans detail and summary reports into .csv files so I can manipulate them more easily, and using excel's visualization tools to ensure gift officers and managers can quickly see data points like the number of prospects in each stage of development, number of dollars by goal in portfolios, and whether their activity pace is on track to meet goals. This visualization has proven to be the most helpful for strategic conversations and is demonstrating to everyone involved the value of using plans. 

    Hope this helps you! Good luck! 

    Stephanie

Reply
  • $organization

    Hi Yasmin, 

    I'm in much the same boat--I've moved our development team completely onto plans for the first time starting 2018, and we're still gradually working through how to use them in practice. 

    A couple things that have helped us: 

    1) Development leadership is 100% on board and bringing summary reports (and other documents that I prepare, more on that below) to 1:1 meetings with gift officers. 

    2) Gift officers are really digging into the portfolio feature and using it to filter to view open plans, pending steps, etc. for their own donors/prospects. 

    3) I'm exporting the plans detail and summary reports into .csv files so I can manipulate them more easily, and using excel's visualization tools to ensure gift officers and managers can quickly see data points like the number of prospects in each stage of development, number of dollars by goal in portfolios, and whether their activity pace is on track to meet goals. This visualization has proven to be the most helpful for strategic conversations and is demonstrating to everyone involved the value of using plans. 

    Hope this helps you! Good luck! 

    Stephanie

Children