Team Structure Planning: From Creating to Evaluating New Portfolios by Lexi Adams https://padlet.com/lexi_aclu/portfolios Portfolio Benchmarking en-us 2022-05-17 20:31:43 UTC 2022-07-06 16:56:22 UTC hello@padlet.com https://padlet.net/icons/png/1f338.png quarterly https://padlet.com/lexi_aclu/portfolios/wish/2227108978 2022-06-21 19:49:20 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227108978 short staffed and no time! bsighward https://padlet.com/lexi_aclu/portfolios/wish/2227109041 2022-06-21 19:49:28 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109041 Time! Even when we know it's important! https://padlet.com/lexi_aclu/portfolios/wish/2227109124 2022-06-21 19:49:36 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109124 yes and yes. bsighward https://padlet.com/lexi_aclu/portfolios/wish/2227109450 2022-06-21 19:50:10 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109450 we try to do it quarterly https://padlet.com/lexi_aclu/portfolios/wish/2227109516 2022-06-21 19:50:16 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109516 currently no specific benchmarks; so difficult b/c hard goals feel at odds w/ decolonizing fundraising principles .... but we also want to have a sense of whether we're on track, setting up new employees to development up for success / clear expectations, etc. https://padlet.com/lexi_aclu/portfolios/wish/2227109619 2022-06-21 19:50:29 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109619 https://padlet.com/lexi_aclu/portfolios/wish/2227109652 small staff and need to reorganize a system like CT has in place!]]> 2022-06-21 19:50:33 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109652 https://padlet.com/lexi_aclu/portfolios/wish/2227109671 This is the first time we've had a separate MGO position. So, we're still figuring out how to structure things.

]]> 2022-06-21 19:50:36 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109671 balancing more meetings with less time to do the work https://padlet.com/lexi_aclu/portfolios/wish/2227109819 2022-06-21 19:50:53 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227109819 yes more benchmarks would be helpful and we are using a few of the current ones. but i'd love to try and be better about customizing the benchmarks for what works with our affiliate too. https://padlet.com/lexi_aclu/portfolios/wish/2227110053 2022-06-21 19:51:24 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227110053 We try. Or should I say we've tried. Does not always work... More would be helpful! https://padlet.com/lexi_aclu/portfolios/wish/2227110120 2022-06-21 19:51:33 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227110120 The pandemic pushed us to look more at truly meaningful contacts and solicitations rather than # of donor meetings. https://padlet.com/lexi_aclu/portfolios/wish/2227110190 2022-06-21 19:51:41 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227110190 staff capacity but we are adding a MGO soon so hope that this will be less of a concern. https://padlet.com/lexi_aclu/portfolios/wish/2227110496 2022-06-21 19:52:05 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227110496 Yes, and... cstell1 https://padlet.com/lexi_aclu/portfolios/wish/2227110805 It would be great if there was a way to adjust the benchmarks in Looker, particularly when the reporting is showing donors who do or don't meet a benchmark. For example, adjusting from 6 to 4 outreach attempts in 90 days.]]> 2022-06-21 19:52:41 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227110805 Interesting that we aren't throwing things up on the padlet for this one. Should we have a call on how to set KPI's? https://padlet.com/lexi_aclu/portfolios/wish/2227111034 2022-06-21 19:53:10 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227111034 Expanding the idea of "meetings" cstell1 https://padlet.com/lexi_aclu/portfolios/wish/2227111933 we're thinking more expansively about what substantive engagement with donors looks like, so "meetings" include phone calls, zoom, in-person, and potentially even a intensive email exchange -- anything that is pivotal step in advancing strategy the way an in-person meeting is often assumed to be. From there, we tend to set goals for a % of the portfolio rather than a hard number]]> 2022-06-21 19:54:43 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227111933 Quarterly for portfolio KPIs... cstell1 https://padlet.com/lexi_aclu/portfolios/wish/2227112545 and the meetings are between the individual gift officer and their manager, rather than looking at KPIs as a full team. There are quarterly looks at the program-level goals (rather than individual portfolio metrics)]]> 2022-06-21 19:55:58 UTC https://padlet.com/lexi_aclu/portfolios/wish/2227112545 Yes and Yes https://padlet.com/lexi_aclu/portfolios/wish/2238247093 2022-07-06 16:46:47 UTC https://padlet.com/lexi_aclu/portfolios/wish/2238247093 https://padlet.com/lexi_aclu/portfolios/wish/2238249000 goal is ~6 meetings/month for a portfolio of 125 donors. This includes all formats (phone / zoom/ in-person), ideally with solicitation and a PG conversation, but sometimes not depending on where the donor is in moves management cycle.]]> 2022-07-06 16:50:29 UTC https://padlet.com/lexi_aclu/portfolios/wish/2238249000 https://padlet.com/lexi_aclu/portfolios/wish/2238250113 weekly metrics meeting 1-1 with DDP for each gift officer. purpose is to review benchmarks for a different stage each week. week 1 = qual, week 2 = cultivation / stewardship, week 3 = solicitation, etc..]]> 2022-07-06 16:52:40 UTC https://padlet.com/lexi_aclu/portfolios/wish/2238250113 https://padlet.com/lexi_aclu/portfolios/wish/2238252114 our main (controllable) benchmarks are personalized outreach attempts per donor. we are also tracking # meeting requests, # meetings, # solicitations. ]]> 2022-07-06 16:56:22 UTC https://padlet.com/lexi_aclu/portfolios/wish/2238252114