Cultivation activity tracking

Former Member
Former Member $organization

Its board assessment time and we are having a hard time pulling info together on BOD activities.

I am looking into ways of tracking all BOD activities in Tess for next season.

Does anyone track cultivation activities that are not event related?  For example, if a trustee brings a guest to the theater for a show- do you track that with a CSI?  Do you create and activity?

Has anyone built a board assessment report in tess?

Looking forward to your feedback,

Margaret

 

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