This is the Blackbaud Community Best Practices blog.

Training A New Data Entry Professional

Community Member, Susan Chomsky, shares her guide for training for onboarding your new team member. Give this blog a "LIKE" to vote for it to win the bbcon blog contest!
Are you ready to hire a new Data Entry Specialist?

How well does your candidate know Raiser's Edge?

What about processes specific to your institution? 

Time to develop a training schedule!

A useful guide for training and learning. You can track progress and keep everyone in the loop for what's expected. Establishing the time-frame for each task will be helpful and can be adjusted as needed. Here is what we developed for on-boarding our new team member.

Donor Relations Associate: Required Training Schedule

(10 days)
Gift Entry in Raiser’s Edge:
  1. Gift Tracking and Processing Procedures
    1. Understanding the coding on Mail Campaign remits
    2. How to Search for and Open Records
    3. How to Enter Gifts in Batch
    4. How to Enter Credit Card Information
    5. How to Apply a Pledge or Recurring Gift Payment
    6. How to Commit a Batch
    7. How to Generate Batch Reports
    8. How to Generate Acknowledgement Letters and Envelopes in MAIL
 (20 days)
  1. How to Create New Constituent Records
    1. Individual Records
    2. Organization Records
  2. How to Update Constituent Records
    1. Address Updates
    2. Attributes
    3. Solicit Codes
  3. How to Create Relationships on Constituent Records
  4. How to Add Soft Credit to Gift Entry
  5. How to Generate Soft Credit Acknowledgement Letters
(30 days)
  1. Website Donations – IMPORT Processing
    1. How to Access Donor Information
    2. How to Prepare the file for RE Import
    3. How to execute the Import and manage exceptions
  1. How to Generate Acknowledgements for AMBS (call center) entry using Query
 (60 days)
  1. How to Manage Constituent Records of Deceased Individuals
  2. How to Merge Duplicate Records
  3. How to Create Action Notes on Constituent Records
  4. How to Adjust Gifts
  5. How to Create, Enter and Edit Recurring Gifts
  6. Gift-In-Kind Requirements and entry
  7. Matching Gift entry
  8. Stock/Property Requirements and entry

 (20 days)
Prepare and Send Tribute Cards
  1. How to Enter and Track Tribute Information in Excel Spreadsheet
  1. How to Print Tribute Cards and Envelopes
  2. How to Order Development Collateral: letterhead, envelopes and tribute cards

(ongoing)
Development Team Training
  1. Raiser’s Edge Training Guides:
    1. Policy and Procedures for Constituent Data Management (31 pages online doc)
    2. Policy and Procedures for Gift Processing and Finance (48 pages online doc)
  2. Cross training with other Donor Relations Department positions

 
Posted by Crystal Bruce on Sep 3, 2018 8:10 PM America/New_York

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Excellent! Thanks so much! I'm looking for samples of Policy and Procedure docs would you be willing to share the Gift Processing and Finance and Constituent Data Management docs?

Darcy
  • Posted Tue 04 Sep 2018 08:20 AM EDT
Good luck, Susan Chomsky‍ !
  • Posted Tue 04 Sep 2018 09:51 AM EDT
I like your plan. Thanks for sharing!
  • Posted Tue 04 Sep 2018 03:40 PM EDT
LOVE the thought you put in on this Susan Chomsky‍ - totally going to R&D (rip off and duplicate)
  • Posted Fri 07 Sep 2018 02:07 PM EDT
This is good stuff here. It's tempting to want the new person to just figure it all out soon and that way leads to frustration.
  • Posted Mon 10 Sep 2018 08:34 PM EDT
OOOOH! Super useful!
  • Posted Thu 13 Sep 2018 09:29 PM EDT
This is great! I would love to see this same kind of guide for other Blackbaud products!
  • Posted Thu 15 Nov 2018 02:42 PM EST
Thanks for sharing this. My boss is hoping I can trim something down to less than 6 hours of training to get someone going... we shall see.
  • Posted Thu 29 Nov 2018 11:29 AM EST