FundSvcs Community

Reduce Data Entry Errors

• Specific: Decrease the number of data entry errors in [you name the target area].
• Measurable: Achieve a 98% accuracy rate in [target area] data entry.
• Achievable: Implement a double-check system and provide additional staff training.
• Relevant: Accurate data entry ensures donor trust and accurate reporting.
• Time-bound: Attain this goal within six months.

Improve Processing Time

• Specific: Speed up the gift entry processing time from receipt to CRM entry.
• Measurable: Reduce the average processing time by 30%.
• Achievable: Streamline the workflow and introduce automation tools.
• Relevant: Faster processing enhances donor satisfaction and timely acknowledgment.
• Time-bound: Reach this target within three months.

Enhance Donor Receipt Timeliness

• Specific: Ensure all donors receive receipts promptly after their gift is entered.
• Measurable: Send receipts within 48 hours of gift entry.
• Achievable: Standardize the receipt process and automate letter generation.
• Relevant: Timely receipts strengthen donor relationships.
• Time-bound: Implement this practice within one month.

Integrate Online Giving Platforms

• Specific: Seamlessly integrate online giving platforms with the CRM system.
• Measurable: Ensure 100% of online gifts are automatically recorded in the CRM.
• Achievable: Work with IT to develop the necessary integrations and conduct thorough testing.
• Relevant: Integration reduces manual entry and errors, ensuring accurate records.
• Time-bound: Complete integration within four months.

Increase Staff Training and Proficiency

• Specific: Enhance the proficiency of staff involved in gift and data entry.
• Measurable: Conduct quarterly training sessions and achieve at least 90% proficiency as measured by post-training assessments.
• Achievable: Develop a comprehensive training program and utilize in-house and external resources.
• Relevant: Well-trained staff ensure accurate and efficient gift entry processes.
• Time-bound: Establish the training program within two months and conduct the first session within three months.

Reduce Data Entry Errors

• Specific: Decrease the number of data entry errors in [you name the target area].
• Measurable: Achieve a 98% accuracy rate in [target area] data entry.
• Achievable: Implement a double-check system and provide additional staff training.
• Relevant: Accurate data entry ensures donor trust and accurate reporting.
• Time-bound: Attain this goal within six months.

Improve Processing Time

• Specific: Speed up the gift entry processing time from receipt to CRM entry.
• Measurable: Reduce the average processing time by 30%.
• Achievable: Streamline the workflow and introduce automation tools.
• Relevant: Faster processing enhances donor satisfaction and timely acknowledgment.
• Time-bound: Reach this target within three months.

Enhance Donor Receipt Timeliness

• Specific: Ensure all donors receive receipts promptly after their gift is entered.
• Measurable: Send receipts within 48 hours of gift entry.
• Achievable: Standardize the receipt process and automate letter generation.
• Relevant: Timely receipts strengthen donor relationships.
• Time-bound: Implement this practice within one month.

Integrate Online Giving Platforms

• Specific: Seamlessly integrate online giving platforms with the CRM system.
• Measurable: Ensure 100% of online gifts are automatically recorded in the CRM.
• Achievable: Work with IT to develop the necessary integrations and conduct thorough testing.
• Relevant: Integration reduces manual entry and errors, ensuring accurate records.
• Time-bound: Complete integration within four months.

Increase Staff Training and Proficiency

• Specific: Enhance the proficiency of staff involved in gift and data entry.
• Measurable: Conduct quarterly training sessions and achieve at least 90% proficiency as measured by post-training assessments.
• Achievable: Develop a comprehensive training program and utilize in-house and external resources.
• Relevant: Well-trained staff ensure accurate and efficient gift entry processes.
• Time-bound: Establish the training program within two months and conduct the first session within three months.