Hi all,
I'm new to this forum and new to Tessitura. I'm trying to sort out the best practices of how I should be using Prospect Research, specifically the best place for profiles, and the best place for placing contact reports within Tessitura. I haven't seen any guidelines with Tessitura itself on other users have managed Research so am wondering if anyone would be willing to share how they manage the Research process and where they place their contact reports. Thanks!!
Dan
Hi Dan,
We create a specific research plan for our prospect research. Our fundraisers start with a prospect plan when they take on a new donor and we change that campaign as they either qualify them for cultivation or determine that they are not a prospect at this time. Happy to jump on a call sometime and talk through how we are using this and research tab to capture information.
Marissa Todd
The Nelson-Atkins Museum of Art
Marissa, I would like to build on Dan's question. I am trying to identify best practices for the Research tab and everything that falls under..notes, philanthropy, assets, etc. I understand that a full bio report can be pulled from research data. I would love to see an example of this if you have.
Prospect Research is new to our organization so this area of Tessitura has not been built out. I have the opportunity to lay the foundation.
Hi Kimberly,
I have not used the Full Bio report as we have not been documenting a lot of research details on this tab. We only do profiles/bios for high level prospects for leadership, so using the Plans functionality to capture our basic wealth summary on a prospect has worked fine. We are also in the process of revising how we use Research Notes as a lot of our data ended up there during conversion. I would be happy to share the categories we settle on when we are done.
Marissa