Good morning. Has anyone successfully used Tessitura for grants tracking and management? Your tips, tricks, and best practices are much appreciated. Thank you!!
Aloha Lorraine!
Similar to Brian's response, we also use Plans to track most of our Grants. I also have several scheduled reports (fund activity, new contribution, pledge balance detail, plan summary) to help our Grant officer manage his pipeline. Tracking everything in Plans does require constant maintenance to correctly reflect progress and standings, so this was a change in workflow for him. We also heavily use Reminders to track deadlines, acknowledgement letters or other misc. details that need attention.
I'm also happy to answer any questions you might have at kbarber@honolulumuseum.org.
Mahalo!
honolulumuseum.org
Aloha Katy!
I know this is an older thread, but it is the closest I could find to the issue facing my organization. I am the grants manager for a theatre, and we have used the ticketing side extensively and we are now delving into using it on the development side. Plans & Portfolios work great for individual donors and corporate relationships - but grants are a bit fussy! :) Since the order and components vary between funders, I had hoped to set up a basic plan and then adjust steps for each funder. I've read about people using status, steps or both to track the progression through the grants pipeline. One question I have is how to connect a status change to a reminder. With steps, the reminder is a big part of the setup - but can you set up a reminder to trigger when a status changes? Perhaps there is now a better way to do this now? I would be so thankful for any guidance, advice or resources around the issue of grants management through plans & portfolios.
Hoping ALL are safe and healthy!
Best,
Joe