We use a constituency to track board members, and another constituency to track former board members. However, this does not allow us to reflect situations such as someone was on the board for nine years, then off for one, then re-elected to the board. Does anyone have a good way to store this information in Tess? We've considered Research Notes and Activities, but neither of them is very helpful. We'd like, for instance, to be able to answer questions like, "who was on the board in 2010?"
Hi Jane! I am linking a similar post - with an interesting response - below. One method I have used is saving static Board lists in List Manager. Since all users' prior lists are available to view, it's been a suitable option, but I am interested in the idea of creating Board "memberships" as mentioned in the post. Good luck! Post: https://community.tessituranetwork.com/tessitura_software_forums/f/tessitura_memberships-9/21780/board-member-tracking/62721#62721
Jane,
We use an Affiliation - we used to use Constituency (because of the start and end dates) but we had a previous board member return for another term. It is not possible for a person to have two Constituency records of the same type (regardless of the date ranges involved) but a person can have two Affiliations of the same type to the same organisation.
Martin
Hi Jane,
we have the same approach as Martin, Affiliation. We do this for all our internal committees and we have 2 boards easy to track dates and pull lists.The same affiiations, ie Board or Chair are used for Organisations external to ours as well.Brenda
Further to this, we have 2 Affiliation types:
For all our Board Members, we also try and track the other boards they may have been on or are currently on - it can be interesting to see some boards members appear to be "pack" members - often participating on the same boards at the same time.