Keys to Success for Advancement 实施.ppsx

1、5 Keys to Success for Advancement ImplementationsGina MandrosIllinois Wesleyan University AdvancementAmy LampiBWF22022 BWFFive Keys to Slate for Advancement Five Keys to Slate for Advancement Implementation SuccessImplementation Success32022 BWFAbout BWFAbout BWF42022 BWFAbout the PresentersAbout th

2、e PresentersVP of Advancement,Illinois Wesleyan UniversityConsulting Partner,BWFgmandrosiwu.edu AVP of Philanthropic Services,BWF 52022 BWFFive Keys to Advancement ImplementationsFive Keys to Advancement Implementations Project Management People and Plans Business Processes Team-based Interviews Tec

3、hnical Roadmap&Assistance Roadmap and Technical expertise Testing QA vs UAT Training Tracks for Division and Teams62022 BWFSample School Timeline and Progress to DateSample School Timeline and Progress to DateTaskMarAprMayJunJulAugSeptOctNovDecJanFebMarPlanningInternal PreparednessBusiness Process R

4、edefinitionSecurityMock Conversion,Testing,and SetupConversion and TestingUAT and TrainingReportingPost-Conversion72022 BWFProject Management Project Management Tips Establish Weekly Calls Determine your Slate Captains Define Project Work Plan and Timeline Secure a Preferred Partner for Project Mana

5、gement and Technical Support82022 BWFBusiness ProcessesBusiness Processes Business Process Review&Redefinition Annual Giving Major Gifts and Planned Gifts Prospect Development Advancement Services Finance Business Intelligence Admissions(optional)92022 BWFTechnical Roadmap&Assistance Implementation

6、Roadmap Considerations Technical expertise specific to Slate for Advancement Roadmap aligns with Slate for Advancement implementation steps:https:/ Roadmap incorporates“best practices”in Advancement implementations102022 BWFConcerning Best PracticesConcerning Best PracticesIndustry or peer compariso