Team mission
We’re looking at Opportunities from end to end across TAP’s people, processes, and products.
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People, Processes, and Products.
🎯 Objective
Currently the portfolio’s use and understanding of the processes and system throughout Opportunities varies. Some users utilize as much of the capabilities however not knowing how it benefits them, Others are unsure about definitions and have a desire for consistency but also an improved user experience. Most of all there is an appetite for effectiveness and efficiency.
Why now? With campaign 2.0 top of mind, it is an opportune time to revisit our current state and work towards an optimal future.
How long? From end to end, we estimate this initiative to be a 12–18-month-long project. (if correctly resourced)
What’s involved? Working with many stakeholders across the portfolio and externally, we are aiming to drill down into three areas:
Education and behavioral,
Processes, and
Technology Changes/Enhancements
What will be our measure of success?
Adoption,
Impact, and
Scale
Some enhancements or changes will be made to our CRM. The focus will always be to ensure quality data capture to drive strategic insights and improvements, the user experience, scalability, and long-term vision.
This initiative will require the amazing knowledge and creativity of all my colleagues in advancement services, it is a 100% team collaboration and effort!
\uD83D\uDCCA Success metrics
What will be our measure of success?
Adoption,
Impact, and
Scale
Aligning work with Donor, Gift & Alumni Journey Pillars.
Goal | Metric |
|---|---|
Out of Scope
📋 Jira Tickets
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