Devon Community Foundation D.C.F Digitally Connected Foundation
Digital Vision Digital – The method, the process, the route to Donors, Groups & Communities Connected – Internally, Externally, with donors, groups, peers & partners Foundation – Us, our vision, our mission, our theory of change
PROSPECTING CONVERSION ON-BOARDING RELATIONSHIP DISTRIBUTION IMPACT REVIEW & GROWTH F F Feedback F F
Funding For Digital Transformation Internal Communications Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Impact Visits Reports Results DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation Human Resources Internal Communications Finance
Totem Pole
Salesforce, adjusted our attitude
Lesson 1 – Salesforce Learn to love Salesforce
Timeline so far… 7th Sept 2016 – 8th March 2017 - Digital Leadership Course Course Project Create Digital Vision Create Roadmap May 2017 – August 2017 Mapped all donor journey tasks Assessed resource required Proposal to board Redefined roadmap Sept 2017 – December 2017 Focused Roadmap
Funding For Digital Transformation Internal Communications Donor Journey Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Distribution Assessment Decide Fund Feedback Review & Growth Strategy Aims Ask Donation Prospecting Identify Research Compliance Conversion Understand Inform Ask Donation On-Boarding Set Up Induction Educate Expectations Plan Relationship Strategy Aims Build Impact Visits Reports Results DISRUPTION DISRUPTION DISRUPTION Operational Process Apr 2017—Sept 2017 Oct 2017—Mar 2018 Apr 2018—Oct 2018 Funding For Digital Transformation Human Resources Internal Communications Finance
Focused roadmap Sept 2017 December 2017 April 2018 GDPR Compliant Digitize DCF – Project fully scoped & plan laid out HR Software selected & implemented Office 365 Adoption Finance Software Reviewed and proposal to CEO. If change from SAGE identified implemented by April 2018
Lesson 2 – Time
What have we done so far…. Mapped out Donor Journey Created Assessment Documentation
Mapping Process
Mapping Process
Tools
Lesson 3 – Keep It Simple
Lesson 4 – Communication
Lesson 5 – People