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
Yasmin,
One thing I would agree with is what Stephanie said about leadership buy-in. That was the biggest step in getting our Dev department to start and continue to use plans. We also developed a step-by-step guide for how to access plans, add plans (one or two, not bulk), and how to look at worker portfolios. And the other two things I found helpful was sitting down with each person who would be using Plans and asking them what they needed to see in Plans (status, types, steps) to help them succeed, and just talking about Plans constantly. It's now how we do the majority of our fundraising not to mention it's a great source of history as people transition out of an organization.
As for the reports, we don't really use them. I don't like them but our Dev people know how to run them so they can find the info they need. I prefer a combination of dashboards and T-Stats to get Plans data.
Melissa
Melissa, if you'd be willing to share your plans step-by-step guide with us, too, I'd appreciate it. I'm working to have our team better utilize plans this year. My email is nburandt@vafest.org. Thanks so much!
Melissa,
I would love to jump on this train as well if you are sharing your Plans guide. AnnaC@dmpa.org. Thank you!
Send to everyone now! Let me know if you have any questions.
Hi Melissa!
I would love to jump on this as well. We are newer Tessitura clients and implementing Plans slowly but strategically, but would love some guidance and documentation. My email is eabbott@pasadenaplayhouse.org.
Thank you so much!
Emily
Hi Melissa,
Our team are currently using Plans, though I'm looking for ways of fine-tuning the manner in which they are used to keep them as relevant as possible, so I'd love if you could share your Plans guide. My email address is scrawford@sydneytheatre.com.au
Many thanks,
Sally
Melissa, I just returned from vacation and saw this post. Would you be willing to share your guide with me too? chollatz@thesmithcenter.com. Thank you so very much. This is very timely for me organization.