If you could design your prospect pipeline fresh, from the ground up....

Nicole Holt · March 26

what is the one thing you'd change?

I have the rare opportunity to architect the RENXT workflow/coding for prospect id—>qualification—>portfolio assignment. I definitely have my own plan right now, but I wonder what others in this space wish they had implemented earlier.

Thanks!

Bobby Steurer · March 26

Hmm. This is a great question. Commenting so I can think on it and come back later. Very relevant for my org right now.

Bobby Steurer · March 26

Hmm. This is a great question. Commenting so I can think on it and come back later. Very relevant for my org right now.

Karen Diener · March 27

Words are so loaded with Blackbaud products, and take on different meanings!

By "workflow" do you mean automations or do you mean "steps to qualify a prospect"?

Nicole Holt · March 27

What I mean is the coding that goes into a pipeline on the RENXT side (not steps for qualifying—that is for the donor relations team to codify). I'm looking for the moves-management/pipeline setup for portfolio maintenance + reporting—-what folks wish they set up when they started their process.

Dariel Dixon · March 27

That's like having a crystal ball. You don't know what you don't know. It's interesting you mention that the donor relations team is working on the qualification steps, but the whole process is one in the same for most fundraisers. I would work with them to make sure that the steps work in concert with each other, and that the training is seamless.

Bobby Steurer · March 27

I think @Dariel Dixon said it best. Making sure onboarding is the same for everyone, and that training is seamless and consistent. Just getting that group buy-in is half the battle.

Delphine Rocher-Lewis · March 27

One thing we've been in the process of implementing and that I wish we had done earlier is documenting reason for assignement/where the prospect comes from. really good opportunity for reporting in the long term, esp what works and what doesn't.

Amanda Barnes · March 27

Easy to pull reports by portfolio type for each solicitor for things like time in prospect status, time since last action by the solicitor, etc.
Easy way to schedule out a series of moves - like batching future actions for example
Actionable data for my DOs based on our metrics -

Any sort of reporting that we are doing is a manual "hodgepodge" in excel using Vlookup and other formulas to piece it all together.

Nicole Holt · March 27

Thanks @Delphine Rocher-Lewis and @Amanda Barnes! Love these ideas!

@Dariel Dixon & @BobbySteurer, the process for what qualification for addition to a portfolio lives with a different team. There will be outreach and assessments and whatnot. This is really just looking at ways of codifying those decisions in NXT. Like I said, I have my own plan right now but I might not think of what I haven't already thought of, so looking to gain from other's learning moments before the build happens.

Raina O'Neil · April 16

I love this thread, as I am in a similar position with our capital campaign. I'm curious how one would address @Amanda Barnes' suggestions:

Easy to pull reports by portfolio type for each solicitor for things like time in prospect status, time since last action by the solicitor, etc.
Easy way to schedule out a series of moves - like batching future actions for example
Actionable data for my DOs based on our metrics -

@Amanda Barnes, I'm wondering if you've identified what specifically you'd do differently in terms of data entry so that you could do 1,2,or 3?

FInally, anyone have examples they could share? I'd really appreciate it!!

Amanda Barnes · April 16

@Raina O'Neil Oh, I have lots of thoughts about what I might do differently in a new campaign 😉

Not on this list was issues with opportunities that we have fixed already. The "deadline" date is the original date we thought the gift might come in, so that we can measure drift.

Our DBA is working with me on the other issues with actions and status so I will report back what we decide our plan for July 1 FY change.

Raina O'Neil · April 17

@Amanda Barnes Thank you for responding so quickly! I'm jealous you have a DBA!

Amanda Barnes · April 17

@Raina O'Neil She is the best - has fundraising experience herself and sits next door to me! @JoAnn Strommen

If you could design your prospect pipeline fresh, from the ground up....

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