Tips for implementation planning
- Focus on building relationships, not on data entry.
- Clearly identify your prospect/donor types and the different methods your organization will use to build relationships with each group.
- Draw a map of the players involved. Note the communications and reporting needs of each player.
- Consider how you will process a "won" opportunity. Build the handoff into your plan and be sure the transactions that are generated (orders, events, donations) will be handled correctly.
- Establish naming conventions to help organize opportunities, documents, and reports. A unique prefix for each department might be appropriate for your organization.
10.6 Production Release. Updated 11/22/2005 1:40:07 PM
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