From NVCWiki

CNVC IT Survey

• Staff:
  • How many staff members do you have in your development office, Business office? 15
  • What are the different Departments? IIT, A/R, A/P, Bookkeeping, Workshop admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, MBR Scheduling
  • What are their functions? (Look-up job descriptions and procedures)
  • What percentage of time does each staff member spend accessing, updating and using data? DS 20%, TK 70%, EL 100%, AT 20%, MG 50%, JS 40%

• Revenue:
  • What are your current and future goals with regard to:
  • fundraising? $200,000 unrestricted, $50,000 each active project end 2007
  • Tuition? Check 2005 financial analysis
  • Enrollment? EL 20%

• Capacity:
  • How many gift records and constituents do you have in your fundraising database? 1736 donors, 5227 gift records
  • How many members does your organization have? 100,000+
  • How many funds do you need to track in your chart of accounts? ~50
  • How many students apply to and attend your training each year? IIT-500 in 05
  • How many classes do you schedule each year? Marshall only-51
  • How many alumni do you need to keep tabs on? 20,000+ in office alone

• Growth:
  • Are you launching a new campaign that will result in numerous records and gifts? Yes, ongoing
  • Would you like to track special events? Fundraising events, trainings, outreach events, speaking engagements, special sessions, Certified Trainer trainings
  • Does your organization plan to use its Website for fundraising? Yes, inlcuding webcasts
  • Does your training program have a lofty goal for increasing enrollment in the coming years? Yes, ?%
  • Is your board asking for more sophisticated financial analysis? not yet

• Reporting:
  • What type of reports is your office required to generate regularly? Event participant lists, donor lists (various categories), project financial reports, regional mailing list, schedule/calendar, intinerary,
    • (Consider all requests from other staff members, your board of directors, auditors, donors, FASB, the IRS and Revenue)
  • In addition to requested reports, what type of information would help your organization operate more efficiently and/or expand its reach?
    • Trainer certification renewal (automated)
    • email list by location and interest
    • Automation / integration / data cleaning desired: History search, organized correspondence tracking, duplicate person data, person history beyond financial.
    • Fields of interest with personal info
    • Foundation data

• Integration:
  • Could you benefit from enhanced communication among your departments? YES
  • What kinds of redundancies could be eliminated with an integrated system? Manual history search, no organized correspondence tracking, duplicate person data, person history is not maintained beyond financial.
  • What types of data do you share with other people within your organization? Participants, supporters, organizers, training schedules, projects, donations
  • How do you process the information you collect from your organization’s Web site? Currently no standard procedure in place to retrieve this info from the website.
  • CNVC Office Departments: IIT Office, Accounts Receivable, Accounts Payable, Bookkeeping, Workshop Admin, Educational Materials, Office Admin, Fundraising, Organizational Operations, Trainer Certification Admin, Web admin, Project Admin, Marshall Rosenberg Scheduling.