Sept. 9, 2016 HE PAG Meeting: Recording Link

Jason Metcalfe
Jason Metcalfe
Tenth Anniversary Participant Facilitator 1
in Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)

Streaming recording link:

https://blackbaud.webex.com/blackbaud/ldr.php?RCID=4533772a92a2a6ffc3b02db3bb53f232

Download recording link:

https://blackbaud.webex.com/blackbaud/lsr.php?RCID=48036143811d3eeb6c25b17606d49f5d

Agenda:

  1. Welcome - HE PAG Chair (5 min)

    1. Announcements

    2. Welcome to new PAG members

  1. HE PAG 2016-17 Priorities - HE PAG Chair and Co-Chair (15 min)

    1. Present working ideas for priorities for 2016-17

    2. Recruit interested volunteers to assist with initiatives

    3. Comments

  1. Blackbaud CSM presentation/overview - Natalie Cole (25 min)

  1. Update on move to Blackbaud HE PAG Community - Lori Lasansky (5 min)

  1. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (15 min)

    1. Recognition Programs Functional Improvements, Derek Clark (UGA) Chair

    2. Planned giving improvements, Julie Vargo (OSU) Chair

  1. PAG Initiatives Update - HE PAG Chair and Co-Chair (5 min)

  1. Close of meeting - HE PAG Chair (5 min)

    1. Final questions / Discussion Items

    2. Adjourn - next meeting is November 4th

Action Items:

Request Owner Requester Notes Completed date Please consider volunteering to help with the priority HE PAG initiatives for 2016-2017. See the notes for details. Jason Jason and Travis Contact Jason to volunteer for: Update the HE PAG Charter Improve the process for onboarding new HE PAG member Contact Travis to volunteer for: Reframe sub-committee process and define how PAG feedback fits into product development process 9/9/2016 Send link to Planned Giving issues and gaps to PAG group, so that people can review and/or contribute to the issues/gaps list Jason Julie Planned Giving Issues and Gaps list link 9/9/2016 If interested in joining an informal Grateful Patient forum or discussion, please contact Julie Vargo at OSU Julie Julie 9/9/2016 Please consider making a presentation to your peers at a future HE PAG meeting about innovative customizations, reporting solutions, use of out of the box functionality or business processes. Jason Jason If interested, please contact Jason Metcalfe at UBC 9/9/2016

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