Advancement Implementation Checklist

The following represents a broad outline of an implementation path as advancement and alumni offices move towards being fully implemented. This is intended as a general guide and the exact parameters and project path an institution follows will be determined primarily by their own business needs.

The elements of this project checklist are ordered and include recommended action items to be completed within each concept area. 

Datasets and Relationships

🔲 Core Person data imported
🔲 Core Companies / Foundations data imported
🔲 Core Funds data imported
🔲 Custom Relationship Types are created
🔲 Relationships imported and linked

 

Record Architecture

🔲 Slate Standard Fields are customized (address_type, prefix, etc.)
🔲 Custom Fields and Prompts are created
🔲 Slate Standard Gift Prompts are customized (gift_type, gift_status, etc.)
🔲 Entities are created
🔲 Custom Tabs are created and added to records
🔲 Custom Interaction Codes are created

 

Supplemental Historical Data Imports

🔲 Secondary record details (custom fields)
🔲 Jobs
🔲 Schools
🔲 Interests / Activities
🔲 Entity data
🔲 Historical Interactions
🔲 Historical Events

 

Gift and Material Historical Data Imports

🔲 Planned Gifts
🔲 Pledged Gifts
🔲 Received Gifts
🔲 Soft Credits
🔲 Opportunities / Proposals
🔲 Materials Imported

 

Slate Payments Configuration

🔲 Deposit Account Setup
🔲 Donation Payment Account

 

Basic Forms

🔲 Online Giving Form
🔲 Contact Report Form
🔲 Internal Gift Processing Form
🔲 Form Communication in place

 

Critical Automations

🔲 Head of Household
🔲 Salutations
🔲 Donor Status (Current Donor, LYBUNT, SYBUNT, etc.)
🔲 Giving Levels and Constituency Groups

 

Reporting and Querying

🔲 Basic annual reports created
🔲 Active leveraging of the Fiscal Year data type
🔲 Fundamental understanding of querying on configurable join bases
🔲 Process established to provide gift and payment details to finance/business offices

 

Events and Scheduler

🔲 Successfully host an event / scheduler meeting
🔲 Event communication established

 

Communication

🔲 Deliver templates with institutional branding created
🔲 Plan in place for Thank You and Receipt letters
🔲 Year End receipting process in place

 

Permissions

🔲 For shared admissions / advancement databases, a population-based plan to control record access

 

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