My question is related to Plans set up. Presently our organisation has a set up where our campaigns are set up against our financial year. This has led to some constituents having multiple plans relating to the same goal and therefore all the steps are spread across multiple plans, because there is a version for 2019, 20, 21, 22, 23 etc
I’m considering setting up campaigns specifically for plans that go across multiple years to reduce the duplication. Can anyone share their plans set up and the advantages of that set up? Or potential downsides from setting up as I’m suggesting?
My second question is related to workers. As staff leave are workers simply swapped out or is there a preferred process that retains the information about who has taken what action?
Thanks for any advice – I’m fairly new to Tessitura!
Hi Natalie! So our plans set up for annual giving are similar to your current set up. So Joan Smith might have a plan for FY22, then FY23, and then FY24. Even though it's the same goal, it's going toward a different campaign (and we can possibly track moving her up in giving levels through different goals each year). However, for our Capital Campaign folks have one plan spanning across multiple years, since this is a single project we're asking them to support. Does that make sense? I think ultimately it's up to you to decide what works best for you and your organization. I've seen different places use plans in different ways, so I don't think there's really a wrong or right way to do it.
In regards to workers, for multi-year plans if the primary worker leaves we swap them out (if it's for an annual plan we probably won't unless it's very early in the FY). However, I wouldn't swap out workers for steps already taken since it's still good to know who did what. In our case in doing that we sometimes realize that the worker who left was really the only reason a specific person was making gifts/interested in the project at all.
Hope this helps!
Thanks so much - this is super helpful and I now think this is the approach I will take too, with only capital campaigns spanning over multiple years.