Tracking multiple Boards within a single institution

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Alex Kapordelis
Alex Kapordelis ✭
Ancient Membership
in Blackbaud Raiser's Edge NXT®: General Discussion
How do you all track this type of information? For example: Northwestern Memorial Healthcare has multiple boards of directors (BoD), ie each of the following has their own Board: Northwestern Memorial Healthcare (parent) has a BoD; their Streeterville flagship Hospital has a BoD; their Lake Forest Hospital has a BoD; and their foundation has a BoD. In addition, there are many other facets of Northwestern, i.e. their Kellogg School of Management's Dean's Advisory Board, and the list goes on. From a prospect management and relationship tracking standpoint, we're interested in knowing who from our board sits on other boards which include our prospects. So, we will be adding each member to our database in order to track these "potential" relationships. Back to my question, how do other orgs track all this information in RE? Do you create multiple records for each Board? Would you create one master record for Northwestern Memorial Healthcare and then add all the relationships (list will get big!) but then stipulate on which board they sit somewhere (where?)? Thanks, All!! Your guidance is much appreciated.
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  • Lisette Depew-Kubie
    Lisette Depew-Kubie ✭
    Ancient Membership Facilitator 1
    Alex Kapordelis:
    How do you all track this type of information? For example: Northwestern Memorial Healthcare has multiple boards of directors (BoD), ie each of the following has their own Board: Northwestern Memorial Healthcare (parent) has a BoD; their Streeterville flagship Hospital has a BoD; their Lake Forest Hospital has a BoD; and their foundation has a BoD. In addition, there are many other facets of Northwestern, i.e. their Kellogg School of Management's Dean's Advisory Board, and the list goes on. From a prospect management and relationship tracking standpoint, we're interested in knowing who from our board sits on other boards which include our prospects. So, we will be adding each member to our database in order to track these "potential" relationships. Back to my question, how do other orgs track all this information in RE? Do you create multiple records for each Board? Would you create one master record for Northwestern Memorial Healthcare and then add all the relationships (list will get big!) but then stipulate on which board they sit somewhere (where?)? Thanks, All!! Your guidance is much appreciated.
    I've been in the same situation and here's how I handled it. I created specific constituent codes for each of the different boards. For instance, using your post as a guide, I would probably create constit codes such as: BOD-NW Memorial Healthcare; BOD-Lake Forest Hosp; BOD-Lake Forest Foundation, BOD-Streeterville Hosp., etc. I would use the "BOD" prefix for all (or BOT for trustees) and then get specific afterwards. An individual can theoretically serve on more than one board, so you'd still be able to track their appointments if you used the constituent code(s) method. Just my 2 cents.
  • Cathy Allen 2
    Cathy Allen 2 ✭
    Ancient Membership Photogenic First Reply
    Lisette Depew-Kubie:
    I've been in the same situation and here's how I handled it. I created specific constituent codes for each of the different boards. For instance, using your post as a guide, I would probably create constit codes such as: BOD-NW Memorial Healthcare; BOD-Lake Forest Hosp; BOD-Lake Forest Foundation, BOD-Streeterville Hosp., etc. I would use the "BOD" prefix for all (or BOT for trustees) and then get specific afterwards. An individual can theoretically serve on more than one board, so you'd still be able to track their appointments if you used the constituent code(s) method. Just my 2 cents.

    Our organization is based in two geographic locations: DE and FL.  We have one universal Board of Directors, and we have regional board of managers, DE and FL, so any co nsituent who sits on any of these boards has a constituency of "Board".  We then use constituent attributes (Attribute Cateogry is called Profile Code) to identify which board they sit on: BOD, BOM-FL, or BOM-DE.  I can then run statistical reports on their giving either breaking things down by constituent code or profile code.

     

    Hope this helps.

     

    Cathy Johnson

    Nemours Fund for Children's Health

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