Performance metrics for development officers

Mary Roundtree

Does anyone use performance metrices to track the performance of your development officers? It would track things like how many major gifts were closed, number of solicitations submitted, number of face to face visits, etc. If you have any type of report that you're using would someone please share it with me. It could be in Crystal or Reports, or whatever.

Thanks,

Mary Roundtree

Director, Development Services

Joshua Bekerman bCLO bCRE

Mary Roundtree:

Does anyone use performance metrices to track the performance of your development officers? It would track things like how many major gifts were closed, number of solicitations submitted, number of face to face visits, etc. If you have any type of report that you're using would someone please share it with me. It could be in Crystal or Reports, or whatever.

Thanks,

Mary Roundtree

Director, Development Services

Mary,

We have multiple reports built in Crystal Reports that track performance of development officers. One report uses Proposal records to track "asks" and includes ask amount and date, expected amount and date, and funded amount and date.  It's formatted by month so they can see somewhat of a "cash flow" and what should be coming in.  We also have a report that tracks number of donor visits based on Action records.

Are you just looking for samples/screenshots of reports?

Josh

 

Mary Roundtree

Josh Bekerman:

Mary,

We have multiple reports built in Crystal Reports that track performance of development officers. One report uses Proposal records to track "asks" and includes ask amount and date, expected amount and date, and funded amount and date.  It's formatted by month so they can see somewhat of a "cash flow" and what should be coming in.  We also have a report that tracks number of donor visits based on Action records.

Are you just looking for samples/screenshots of reports?

Josh

 

Thank you Josh for responding. I was beginning to think I was never going to get a response.  But yes, can you send me samples and screenshots?  Greatly appreciate it.

Mary Roundtree

Director, Development Services

Rheumatology Research Foundation

Denise Covington

Josh Bekerman:

Mary,

We have multiple reports built in Crystal Reports that track performance of development officers. One report uses Proposal records to track "asks" and includes ask amount and date, expected amount and date, and funded amount and date.  It's formatted by month so they can see somewhat of a "cash flow" and what should be coming in.  We also have a report that tracks number of donor visits based on Action records.

Are you just looking for samples/screenshots of reports?

Josh

 

If you are willing to share, I would love them as well.

Thanks!

Denise

Rose Benavidez 2

Mary Roundtree:

Thank you Josh for responding. I was beginning to think I was never going to get a response.  But yes, can you send me samples and screenshots?  Greatly appreciate it.

Mary Roundtree

Director, Development Services

Rheumatology Research Foundation

Josh, can you share them to me, as well.  I might have some reports that I can sahre with you.

 Rose

Jenny Physioc

Rose Benavidez:

Josh, can you share them to me, as well.  I might have some reports that I can sahre with you.

 Rose

It would be an honor to receive some of Josh's reports!  Please to me to?????

jphysioc@llu.edu

Database Manager

Loma Linda University health

Mary Roundtree

Rose Benavidez:

Josh, can you share them to me, as well.  I might have some reports that I can sahre with you.

 Rose

Any reports you are willing to share would be greatly appreciated.  thanks!

Mary Roundtree

Mary Roundtree:
Any reports you are willing to share would be greatly appreciated.  thanks!

My email

mroundtree@rheumatology.org

Tracey Osborne

Jenny Physioc:

It would be an honor to receive some of Josh's reports!  Please to me to?????

jphysioc@llu.edu

Database Manager

Loma Linda University health

Me too tosborne6@bcit.ca please.

Deb Fox

Rose Benavidez:

Josh, can you share them to me, as well.  I might have some reports that I can sahre with you.

 Rose

How about performance metrics for Prospect Researchers?

Joshua Bekerman bCLO bCRE

Mary Roundtree:

Thank you Josh for responding. I was beginning to think I was never going to get a response.  But yes, can you send me samples and screenshots?  Greatly appreciate it.

Mary Roundtree

Director, Development Services

Rheumatology Research Foundation

Wow!  Feeling the love am I.  [{] [Z] [}]

I'll start with my presentation from BBCon 2013.   Page 13 shows a sample of our "Percent of Asks per Visits" which is based on a performance measure that is included in the DO's annual performance review. 

Pages 27-30 show the cash flow report that I mentioned and is based on Proposal records (not gift records).

Let me know if there are other sample reports anyone would like to see.  I'll need to edit the reports to remove confidential information so please give me some time to reply.

Thanks,

Josh

 

Denise Covington

Josh Bekerman:

Wow!  Feeling the love am I.  [{] [Z] [}]

I'll start with my presentation from BBCon 2013.   Page 13 shows a sample of our "Percent of Asks per Visits" which is based on a performance measure that is included in the DO's annual performance review. 

Pages 27-30 show the cash flow report that I mentioned and is based on Proposal records (not gift records).

Let me know if there are other sample reports anyone would like to see.  I'll need to edit the reports to remove confidential information so please give me some time to reply.

Thanks,

Josh

 

Thanks Josh!  I am on the BBCON 2013 site trying to download your presentation, "Working Smarter with Crystal Reports

Joshua Bekerman bCLO bCRE

Denise Covington:

Thanks Josh!  I am on the BBCON 2013 site trying to download your presentation, "Working Smarter with Crystal Reports

 The link to the PDF is under the thread title in my last post.  Also attaching to this post.

Shannon Stepanek

Josh Bekerman:

 The link to the PDF is under the thread title in my last post.  Also attaching to this post.

 Thanks so much Josh, this is helpful.  I wish I could have attended your session.

Joshua Bekerman bCLO bCRE

Shannon Stepanek:

 Thanks so much Josh, this is helpful.  I wish I could have attended your session.

 Thanks Shannon, glad to help.  Hopefully I'll be doing another presentation this year. 

Let me know if you have any questions about the presentation.

Bety Alvares

Josh Bekerman:

 Thanks Shannon, glad to help.  Hopefully I'll be doing another presentation this year. 

Let me know if you have any questions about the presentation.

Thank you very much for this usefully topic

Enola Walton

Josh Bekerman:

Mary,

We have multiple reports built in Crystal Reports that track performance of development officers. One report uses Proposal records to track "asks" and includes ask amount and date, expected amount and date, and funded amount and date.  It's formatted by month so they can see somewhat of a "cash flow" and what should be coming in.  We also have a report that tracks number of donor visits based on Action records.

Are you just looking for samples/screenshots of reports?

Josh

 

 Hi Josh and all,

 We are looking for samples reports for performance metrics for our development officers.  Do you mind sharing with me?

 With much appreciation,

 Enola

 

Enola P. Walton

Executive Director for Donor Relations & Prospect Management

Meharry Medical College

1005 Dr. D.B. Todd Jr., Blvd.

Nashville, TN  37208

Shelly Van Peursem

Joshua Bekerman bCRE:

Mary Roundtree:

Thank you Josh for responding. I was beginning to think I was never going to get a response.  But yes, can you send me samples and screenshots?  Greatly appreciate it.

Mary Roundtree

Director, Development Services

Rheumatology Research Foundation

 

Wow!  Feeling the love am I.  [{] [Z] [}]

I'll start with my presentation from BBCon 2013.   Page 13 shows a sample of our "Percent of Asks per Visits" which is based on a performance measure that is included in the DO's annual performance review. 

Pages 27-30 show the cash flow report that I mentioned and is based on Proposal records (not gift records).

Let me know if there are other sample reports anyone would like to see.  I'll need to edit the reports to remove confidential information so please give me some time to reply.

Thanks,

Josh

 

 

Hi Josh,

I would love to get a copy of your presentation at BBCON 2013. I can't find any archieved BBCON's presentations from the past.  

Appreciate it and thank you!


Shelly Van Peursem

Director of Data Analytics

Sanford Health Foundation

shelly.vanpeursem@sanfordhealth.org

605-312-6747

Gabriela Slade

Hi Joshua,

I would love for you to share your presentation with us too.

Gabriela Slade

Eagle Ridge Hospital Foundation

Elizabeth Johnson

I found it here: http://bekerman.com/blog/wp-content/uploads/2014/07/bbcon2013_WorkingSmarterCrystalReportsFINALs.pdf