Relationships, anyone?

One of the big tasks ahead in the Next Generation project is redefining all the ways in which a constituent relates to other constituents.  Today we call this Associations and we know that it doesn’t begin to cover all the bases.  So just as we have in the past, we need you to help us out with your thoughts on any or all of the following questions:


1.    What are the ways that constituents relate to one another, particularly ways that aren't so easy to track in Tessitura today? 
2.    What are some scenarios that describe ways that your business needs to communicate with different segments of related constituents?  (A simple example: “Sometimes I need to send a mailing out with only one piece per household.  But if I’m doing the same promotion in an email I need to send it to all the members of the household.”)
3.    One of the things we struggled with in designing Tessitura the first time was the whole name1/name2 construct.  Is there a reason to treat spousal relationships differently than any other type of family/household relationship? 
4.    What other questions need to be asked about this topic?

Parents
  • I know one of our big problems is when we have a person with a personal and professional relationship to First Stage. For example, a teacher who takes their classroom to a matinee performance, but also sends their children to our Academy. We deal with this now by creating two different constituents – a Teacher-type constituent for all business conducted on behalf of the school, and an Individual-type constituent for personal business. It would be nice to be able to have this all in one place and easily distinguished.

    Another big relationship in our organization is Parent/Child. Thanks to custom work by Fran, we have a custom screen on the parent record to create a student record and associate it to the parent. As long as this association is in place, the parent’s address & Phone1 is copied down to the student. However, as students get older and move away from their parents yet still remain ticket buyers, we need to change those associations so the address information is unique to the student.

    I’m sure there are more but those are the two that come to mind right away.

    -p.

    Patrick Schley
    Special Projects Coordinator
    FIRST STAGE Children’s Theater | In-School Education | Theater Academy
Reply
  • I know one of our big problems is when we have a person with a personal and professional relationship to First Stage. For example, a teacher who takes their classroom to a matinee performance, but also sends their children to our Academy. We deal with this now by creating two different constituents – a Teacher-type constituent for all business conducted on behalf of the school, and an Individual-type constituent for personal business. It would be nice to be able to have this all in one place and easily distinguished.

    Another big relationship in our organization is Parent/Child. Thanks to custom work by Fran, we have a custom screen on the parent record to create a student record and associate it to the parent. As long as this association is in place, the parent’s address & Phone1 is copied down to the student. However, as students get older and move away from their parents yet still remain ticket buyers, we need to change those associations so the address information is unique to the student.

    I’m sure there are more but those are the two that come to mind right away.

    -p.

    Patrick Schley
    Special Projects Coordinator
    FIRST STAGE Children’s Theater | In-School Education | Theater Academy
Children
  • Thank you, Patrick. You expressed well two issues we grapple with here. I would add to that “relationship web”, our Memberships. We have Educator Club Memberships which are discounted for teacher, and children of members who get free field trip admission under the membership, but attend as part of the group.

     


    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Patrick Schley
    Sent: Friday, October 16, 2009 9:48 PM
    To: rbernard@smm.org
    Subject: Re: [Tessitura Next Generation Forum] Relationships, anyone?

     

    I know one of our big problems is when we have a person with a personal and professional relationship to First Stage. For example, a teacher who takes their classroom to a matinee performance, but also sends their children to our Academy. We deal with this now by creating two different constituents – a Teacher-type constituent for all business conducted on behalf of the school, and an Individual-type constituent for personal business. It would be nice to be able to have this all in one place and easily distinguished.

    Another big relationship in our organization is Parent/Child. Thanks to custom work by Fran, we have a custom screen on the parent record to create a student record and associate it to the parent. As long as this association is in place, the parent’s address & Phone1 is copied down to the student. However, as students get older and move away from their parents yet still remain ticket buyers, we need to change those associations so the address information is unique to the student.

    I’m sure there are more but those are the two that come to mind right away.

    -p.

    Patrick Schley
    Special Projects Coordinator
    FIRST STAGE Children’s Theater | In-School Education | Theater Academy




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