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Raisers Edge NXT Policies and Procedures

Sarah Davis

Hello Everyone,

Our small organization is new to the Blackbaud world and are currently making our transition from Giftworks. We are going to be creating brand new policies and procedures around our Raisers Edge NXT data entry. We were wondering if any other organization would be interested in sharing their policies and procedures so we have an idea of where to begin with this. We previously have not created these for Giftworks so we are starting from scratch.

Thank you in advance!

Sarah Davis

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Comments

Chrissy Haskell

Hi Sarah,

This is a link to a conversation thread for polices and procedures in RE NXT Community.
https://community.blackbaud.com/forums/viewtopic/147/16556?post_id=95537#p95537

Some customers have even uploaded copies as examples and starting points.

Blackbaud University also offers a class on Creating Polices and Procedures: https://blackbaud.csod.com/ui/lms-learning-details/app/event/5a66dfd5-dc2a-46fe-88fb-1a6d13fce6ba

I hope that helps!

-Chrissy

Amy Radcliffe

I'm looking for RE NXT P&P's as well. The link you mention seems to just be the RE database view. Am I missing a link somewhere in the comments?

Shauna Junek

@Amy Radcliffe
Did you ever find a sample? When I look at different link they all seem to be for the database view?

Thanks