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
I use an Excel template that I created a million years ago when Plans were known as Solicitations. It helps me look at the most recent step, or see how long it has been since there has been a step. We don't use the portfolio feature, but it is on my summer project list. Currently, we track our portfolios through Attributes. It's not super sophisticated but it works for us.
Thanks Larissa!