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Excellence Through Technology: Three Ways to Leverage Technology for Excellence

United eWay. Excellence Through Technology: Three Ways to Leverage Technology for Excellence. ’05 NTC March 24, 2005. Today’s Presentation. Overview & Introductions Perfection vs excellence Evaluation and making the right choice Examples We welcome questions and comments both

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Excellence Through Technology: Three Ways to Leverage Technology for Excellence

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  1. United eWay Excellence Through Technology:Three Ways to Leverage Technology for Excellence ’05 NTC March 24, 2005

  2. Today’s Presentation • Overview & Introductions • Perfection vs excellence • Evaluation and making the right choice • Examples • We welcome questions and comments both • throughout and after the presentation

  3. Who’s with us today • Ed Mishrell – • Boys and Girls Club of America • emishrell@bgca.org • Heather Matson – Configuration & Support • United eWay • heather.matson@uwa.unitedway.org • Rhonda Veugen – Director, eCommunity United eWay • rhonda.veugen@uwa.unitedway.org

  4. United eWay Mobilize Charitable Giving and Community Involvement Community Connections Online Giving Volunteer Solutions Online Pledging Event Management BoardMatch Processing & Distribution Online Auctions (powered by cMarket) GiftMatch Matching Grants

  5. Statistics show that using technology not only improves efficiency but also can make you more relevant in a community. • *Become knowledgeable • *Get Connected • *Great promotion opportunity

  6. Perfection vs Excellence – What does it Mean?

  7. Perfection is being right. • Excellence is being willing to be wrong._____ • Perfection is fear. • Excellence is taking a risk_____ • Perfection is anger and frustration. • Excellence is powerful_____ • Perfection is control • Excellence is spontaneous_____ • Perfection is judgment • Excellence is accepting_____ • Perfection is taking • Excellence is giving_____ • Perfection is doubt • Excellence is confidence_____ • Perfection is pressure • Excellence is natural • _____ • Perfection is the destination • Excellence is the journey -Author unknown

  8. Perfection vs Excellence • Deliver transparency to the community • Ensure that systems, procedures and protocols are in place to efficiently maximize the engagement and mobilization of citizens in your community. • Ensure that systems, procedures and protocols are in place to efficiently determine the impact of your efforts in a community. • Maximize community impact by utilizing your resources in the most efficient and effective manner.

  9. Back Office Community Engagement Impact Strategies Resource Development and Mobilization Customer Relationship Mgt Marketing & Solicitation Pledge Capture Processing & Distribution Donation Tracking Campaign/ Donor Mgt System • Volunteerism • Public • Board Match • Assistance Programs • Event Management • Advocacy Campaign • Voter Registration • Issue Research and Education • Outcome Measurement • Reporting • Allocations • Eligibility Screening (e.g. Food stamps, etc) • Direct Mail • Email Messaging • “Viral” Marketing • Custom Website • Campaign Product Development • Investment Guide • Electronic Pledging • Paper Pledging • Auctions • Matching Grants • Gift Cards • Sponsorship • Product donation/ In-kind giving • Bequests • Agency Verification • Check Processing • Card Scanning • Stock Processing • EFT • Float Management • Credit Card Processing • Receipting • Acknowledgment • Reporting • Gift Status • Receipting/ Acknowledgment • Cross-sell • Trend • Aggregate Campaign Results • Integration with Financial System • Giving History • Contact Management • Profile • Analytics • Workflow • Segmentation/ Targeted Messaging • Migratory Donor Info • Call Center/Inquiry Management • Contracts • Prospecting • Newsletter • .

  10. Technology is one of the answers for program delivery and operations challenges. • Give me examples of something that is draining resources and could be improved using technology. Horror Stories !!!!!

  11. Perfection isn't the goal but excellence is. Choosing the right technology is key to overall program excellence. • Look hard at your programs, scrutinize and brainstorm which pieces of the job or program would benefit from using technology. • Wish list time! Make a list of functionality you need before you start “shopping around”. • Do your research. Make the vendors work for you (RFP) but also don’t choose a technology or vendor that doesn’t meet your needs. HUGE WASTE OF TIME FOR YOU AND THE VENDOR. • Beta and roll out plan – test before you launch. Build in enough time. • Build in the appropriate resources and staff to support. • Note: Build or buy? Buy, Buy, Buy. Up keep, drain of resources, more cost then you think. It’s probably out there. Keep looking.

  12. 3 Examples • Boys and Girls Club • Crises Response Solutions and/or Public Campaigns • Event Management

  13. Thank you! • Rhonda Veugen rhonda.veugen@uwa.unitedway.org • Ed Mishrell • emishrell@bgca.org • Heather Matson • heather.matson@uwa.unitedway.org

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