SlideShare uma empresa Scribd logo
1 de 16
The Role Encompass Plays
in Streamlining Back-end
Processes to Increase
Engagement
Timothy State ’93
Associate V.P. for Alumni Programs
Will Pittinos ’06
Web Content Manager
Project Overview
 Streamline paper process
 Capture data more effectively
 Improve workflow
 Improve ability to communicate to volunteers
 Improve ability of volunteers to participate
1,500 Volunteer to 0 Staff Challenge
Admissions
CareerEvents
Encompassing the Bigger Challenge
Admissions
• Student Callers
• College Fairs
Career
• Mentors
• Mock Interviews
• Speed
Networking
Events
• Reunions
• Event
Hosts/Sponsors
• Regional
Volunteers
The Solution
Contact and Giving
Information
Interest Codes
Communications and
Event Management
Interest Codes
Data Collection
•Multi-tab form.
•Log-in required.
Defining Roles
Interest-based focus
areas.
Checkbox drives a role.
Specific Opportunities
Specific opportunities
appear based on the
interests checked on
the previous tab.
Future tabs appear to
collect the information
we need, based on the
specific opportunities
that are selected.
Appear for
Career, but not
Admissions
Pre-Populated Information
News and Event Categories
Pushing Out Relevant News
•Intro from staff with
an overview of the
program.
•News stories
relating to the area
of focus.
•Volunteer
opportunities posted
as events can also
be listed
•Cross-promote
other programs in
Training Better Volunteers
Developing Content
 Pull information from Training Guides
 Ask Volunteers to write about their experiences
 Posting a volunteer opportunity as an event is also a
news story
 Share relevant information about your institution
 Admissions volunteers like to know how many
applications, and how that compares
 Reunion volunteers want to know about menus
 Career Advancement volunteers need reminders what it’s
like to be a jobless 21-year-old and where they are
developmentally
Volunteer Donation Participation
0%
10%
20%
30%
40%
50%
60%
Admissions Career Event
2009
2010
Volunteer Donation Totals
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
Admissions Career Event
2009
2010
Thank You!
Questions?

Mais conteúdo relacionado

Mais procurados

ECC_3rdTechConf_GrantsOfficePP
ECC_3rdTechConf_GrantsOfficePPECC_3rdTechConf_GrantsOfficePP
ECC_3rdTechConf_GrantsOfficePP
Bobby Becka
 

Mais procurados (10)

Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?Are You Ready for a Capital Campaign?
Are You Ready for a Capital Campaign?
 
ECC_3rdTechConf_GrantsOfficePP
ECC_3rdTechConf_GrantsOfficePPECC_3rdTechConf_GrantsOfficePP
ECC_3rdTechConf_GrantsOfficePP
 
Learning by Giving presentation ISTR conference july 2012
Learning by Giving presentation ISTR conference july 2012Learning by Giving presentation ISTR conference july 2012
Learning by Giving presentation ISTR conference july 2012
 
Prof assoc memberships and job search 9 27-10 final
Prof assoc memberships and job search 9 27-10 finalProf assoc memberships and job search 9 27-10 final
Prof assoc memberships and job search 9 27-10 final
 
LinkedIn and you
LinkedIn and youLinkedIn and you
LinkedIn and you
 
resume Alex
resume Alexresume Alex
resume Alex
 
Final 2016 summer school kmb job panel handout
Final 2016 summer school kmb job panel handoutFinal 2016 summer school kmb job panel handout
Final 2016 summer school kmb job panel handout
 
Northeast Region Membership Workshop
Northeast Region Membership WorkshopNortheast Region Membership Workshop
Northeast Region Membership Workshop
 
Insf challenge presentation oct 2014
Insf challenge presentation oct 2014Insf challenge presentation oct 2014
Insf challenge presentation oct 2014
 
Ntroduce.me Pitch Deck
Ntroduce.me Pitch DeckNtroduce.me Pitch Deck
Ntroduce.me Pitch Deck
 

Destaque

Slice 'em & Dice 'em - Using Roles for Relevance
Slice 'em &  Dice 'em - Using Roles for RelevanceSlice 'em &  Dice 'em - Using Roles for Relevance
Slice 'em & Dice 'em - Using Roles for Relevance
Timothy State
 

Destaque (7)

Alumni Board Development Presentation - January 2011
Alumni Board Development Presentation - January 2011Alumni Board Development Presentation - January 2011
Alumni Board Development Presentation - January 2011
 
Untangling the Webs We Weave
Untangling the Webs We WeaveUntangling the Webs We Weave
Untangling the Webs We Weave
 
Slice 'em & Dice 'em - Using Roles for Relevance
Slice 'em &  Dice 'em - Using Roles for RelevanceSlice 'em &  Dice 'em - Using Roles for Relevance
Slice 'em & Dice 'em - Using Roles for Relevance
 
Friend Raising for Dollars - heds - june 2011 - 6-9-11
Friend Raising for Dollars - heds - june 2011 - 6-9-11Friend Raising for Dollars - heds - june 2011 - 6-9-11
Friend Raising for Dollars - heds - june 2011 - 6-9-11
 
Mobile Giving + Social Pressure = Results
Mobile Giving + Social Pressure = ResultsMobile Giving + Social Pressure = Results
Mobile Giving + Social Pressure = Results
 
Campaign Update 04-16-11
Campaign Update 04-16-11Campaign Update 04-16-11
Campaign Update 04-16-11
 
Data Maintenance in a Data Hoarding World
Data Maintenance in a Data Hoarding WorldData Maintenance in a Data Hoarding World
Data Maintenance in a Data Hoarding World
 

Semelhante a The Role Encompass Plays in Streamlining Back-end Processes

Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
Heller Consulting
 
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
Small World Labs
 
Carnegie classification overview
Carnegie classification overviewCarnegie classification overview
Carnegie classification overview
Ohio Campus Compact
 

Semelhante a The Role Encompass Plays in Streamlining Back-end Processes (20)

Getting Personal to Get Results: Website Personalization in the Marketing Mix
Getting Personal to Get Results: Website Personalization in the Marketing MixGetting Personal to Get Results: Website Personalization in the Marketing Mix
Getting Personal to Get Results: Website Personalization in the Marketing Mix
 
Strategy Session Integrating Alumni .pdf
Strategy Session Integrating Alumni .pdfStrategy Session Integrating Alumni .pdf
Strategy Session Integrating Alumni .pdf
 
Moving Graduate Admissions from Academic Affairs to Enrollment Management
Moving Graduate Admissions from Academic Affairs to Enrollment Management Moving Graduate Admissions from Academic Affairs to Enrollment Management
Moving Graduate Admissions from Academic Affairs to Enrollment Management
 
UA - ReFIRMation
UA - ReFIRMationUA - ReFIRMation
UA - ReFIRMation
 
Becoming a Salesforce / Data Driven Non-Profit
Becoming a Salesforce / Data Driven Non-ProfitBecoming a Salesforce / Data Driven Non-Profit
Becoming a Salesforce / Data Driven Non-Profit
 
Webinar: Converge 2015 Recap
Webinar: Converge 2015 RecapWebinar: Converge 2015 Recap
Webinar: Converge 2015 Recap
 
PMI - Donor First Program Case Study
PMI - Donor First Program Case StudyPMI - Donor First Program Case Study
PMI - Donor First Program Case Study
 
Small Schools Doing Big Things with salesforce for Recruiting
Small Schools Doing Big Things with salesforce for RecruitingSmall Schools Doing Big Things with salesforce for Recruiting
Small Schools Doing Big Things with salesforce for Recruiting
 
Post-Bonner Careers
Post-Bonner CareersPost-Bonner Careers
Post-Bonner Careers
 
Engaging Pro Bono and Skills-Based Volunteers
Engaging Pro Bono and Skills-Based VolunteersEngaging Pro Bono and Skills-Based Volunteers
Engaging Pro Bono and Skills-Based Volunteers
 
Competitive Grant Seeking for For-Profit Businesses
Competitive Grant Seeking for For-Profit BusinessesCompetitive Grant Seeking for For-Profit Businesses
Competitive Grant Seeking for For-Profit Businesses
 
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
Salesforce Case Management with Canadian Cancer Society, Salesforce.org, and ...
 
London School of Hygiene - Maximising self-service success and user engagement
London School of Hygiene - Maximising self-service success and user engagementLondon School of Hygiene - Maximising self-service success and user engagement
London School of Hygiene - Maximising self-service success and user engagement
 
'22 NDM - Bonner Leader Financial Aid and Recruitment.pdf
'22 NDM - Bonner Leader Financial Aid and Recruitment.pdf'22 NDM - Bonner Leader Financial Aid and Recruitment.pdf
'22 NDM - Bonner Leader Financial Aid and Recruitment.pdf
 
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
Learn How The UN Foundation Used Online Community to Boost Team-Based Fundrai...
 
The Cream of the Crop: Recruiting the Right Mentors
The Cream of the Crop: Recruiting the Right MentorsThe Cream of the Crop: Recruiting the Right Mentors
The Cream of the Crop: Recruiting the Right Mentors
 
Harvard case alumni _communications final
Harvard case alumni _communications finalHarvard case alumni _communications final
Harvard case alumni _communications final
 
Leveraging Alumni Stories
Leveraging Alumni StoriesLeveraging Alumni Stories
Leveraging Alumni Stories
 
Charity Navigator 2.0 Case Study Presentation
Charity Navigator 2.0 Case Study PresentationCharity Navigator 2.0 Case Study Presentation
Charity Navigator 2.0 Case Study Presentation
 
Carnegie classification overview
Carnegie classification overviewCarnegie classification overview
Carnegie classification overview
 

Último

Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
Joaquim Jorge
 

Último (20)

How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time AutomationFrom Event to Action: Accelerate Your Decision Making with Real-Time Automation
From Event to Action: Accelerate Your Decision Making with Real-Time Automation
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
 
Boost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdfBoost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdf
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organization
 
Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024Finology Group – Insurtech Innovation Award 2024
Finology Group – Insurtech Innovation Award 2024
 
Evaluating the top large language models.pdf
Evaluating the top large language models.pdfEvaluating the top large language models.pdf
Evaluating the top large language models.pdf
 
GenAI Risks & Security Meetup 01052024.pdf
GenAI Risks & Security Meetup 01052024.pdfGenAI Risks & Security Meetup 01052024.pdf
GenAI Risks & Security Meetup 01052024.pdf
 
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
Bajaj Allianz Life Insurance Company - Insurer Innovation Award 2024
 
Boost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivityBoost PC performance: How more available memory can improve productivity
Boost PC performance: How more available memory can improve productivity
 
08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men08448380779 Call Girls In Civil Lines Women Seeking Men
08448380779 Call Girls In Civil Lines Women Seeking Men
 
Artificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and MythsArtificial Intelligence: Facts and Myths
Artificial Intelligence: Facts and Myths
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreter
 
🐬 The future of MySQL is Postgres 🐘
🐬  The future of MySQL is Postgres   🐘🐬  The future of MySQL is Postgres   🐘
🐬 The future of MySQL is Postgres 🐘
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt Robison
 
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
08448380779 Call Girls In Diplomatic Enclave Women Seeking Men
 
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
 

The Role Encompass Plays in Streamlining Back-end Processes

Notas do Editor

  1. Segment volunteer data by interest in order to communicate with them effectively to move them to higher levels of engagement.Find a way to encourage volunteering and collecting volunteer informationEliminate the multitude of volunteer forms and surveysNo staff person
  2. Not all are engagedNot all can step forward when we need them to step forwardHow do we track? How do we maintain? How do we train? How do we improve? How do we grow this base?
  3. Marrying Jenzebar with iModulesAlign our coding functionsUse each system for the power it providesJenzebar for integrating giving information and contact informationiModules for communications, event managementShared coding allows us to integrate the two systems more easily
  4. Streamlining the data processRole-based volunteer formInterest based for user, triggers different rolesCollects data management
  5. Improving our WorkflowOnce roles are assigned, we push role-based e-mail marketing to our alumni
  6. Improving our ability to communicate and the ability of our volunteers to participateHelp us push relevant information to the volunteers of interest
  7. Career Advancement Volunteer NewsAdmissions Volunteer NewsAlumni Board News
  8. Pull from what already existsTap into Volunteer Resource GuidesPosting volunteer opportunities as events are also news stories