Hi everyone,
I'm looking for the best way to code information on volunteer positions, such as subcommittee chairs or officer positions. We keep information on Board/Council memberships as attributes ("Auxiliary Board/former member" or "Trustee Committee/Development" for example), but I'm curious how other folks are tracking leadership committee members. For example, I want to be able to easily see if a donor is the past chairman of a Council or an event chair.
Are these simply additional attributes?
Thanks!
Steph
We use relationships for these. For event committees, we create an account for the committee (e.g. Gala Committee, Mock Trial Committee...) and add everyone on the committee as an affiliate in that account. For different board committees, we add the relationship to the Shakespeare Theatre Company account and choose which board committee it is under affiliate type. Using relationships allows us to see start and end dates for all committee members. It's great for historical information. You can also search the committee in Tessitura and have all active members show in the search results.
Hi I second Allison's approach as Relationships track connections really well with the date tracking, etc. I also like it because if you do as she suggests and set up the "Gala Committee" once, then you can look at the relationship tab for the Gala Committee and see at a glance who was on that committee together (i.e. does Suzie know James? Ah yes, they should know each other because they were on the committee in 2015). Very rich context can be gathered using this approach.
Totally agree with this. We just started it a few years ago and it's fully worth the beginning-of-the-season effort to update the database. Have also created and tracked special committees like leadership search committees. Super useful info.