RE Handbook

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Andrea Zmuda
Andrea Zmuda
Eighth Anniversary Praiser Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi there,

I am charged with creating a RE handbook for my org.  To be clear, this is not a user's manual.  It will only be how this org wishes things to be done in RE.  This will not replace training or technical guides.  More of how things are to be done so the various depts that use RE here can capture and extract the information they are looking for, almost like a rule book if you will.

Has anyone done anything like this?  I have looked through other threads and the examples are far too technical for my needs. Not that is a bad thing but I do not want anyone in RE if they do not know what they are doing already.

Thanks in advance!
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  • Joanne Felci 2
    Joanne Felci 2
    Ninth Anniversary 1,000 Likes 1000 Comments Photogenic
    Hi Andrea,

    We have a couple things created along these lines. 


    If you'd like to take a look IM me with your email and I can send them along


    Joanne
  • Chris Rainwater
    Chris Rainwater
    Ninth Anniversary 10 Comments Photogenic 5 Likes
    I have some documentation in the works based on some examples and templates I've found.

    Send me your email and I'll be more than happy to share.
  • Rozan Anderson
    Rozan Anderson
    Ancient Membership Photogenic First Comment Facilitator Level 1

    Joanne Felci:

    Hi Andrea,

    We have a couple things created along these lines. 


    If you'd like to take a look IM me with your email and I can send them along


    Joanne

    I would love to receive this, as well! Been wanting to do something similar for a long time and don't want to start from scratch!

    rozan@jewishmadison.org

    Thank you!

  • Rozan Anderson
    Rozan Anderson
    Ancient Membership Photogenic First Comment Facilitator Level 1

    Chris Rainwater:

    I have some documentation in the works based on some examples and templates I've found.

    Send me your email and I'll be more than happy to share.

    I would love to receive this, as well! Been wanting to do something similar for a long time and don't want to start from scratch!

    rozan@jewishmadison.org

    Thank you!
  • Kimberly Howes
    Kimberly Howes
    Ninth Anniversary 5 Likes First Comment

    I would love to receive a copy of these, as well.


    Thank you.


    Kim Howes

    Philanthropy Operations Manager

    Adventist HealthCare

    khowes@adventisthealthcare.com



    Joanne Felci    :

    Hi Andrea,

    We have a couple things created along these lines. 


    If you'd like to take a look IM me with your email and I can send them along


    Joanne

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