What’s cooking at Sponsorium Miami, February 10, 2015

A Review of Recent Developments Flexible Questionnaire Design Improved Questionnaire Management Multi-Party Evaluations Surveys Charity Verification Cheque Requisition Other Improvements

Tailoring Your Questionnaires: Flexible Multi-page Design Build your questionnaires with any number of pages, in any order. Applicable for all types of questionnaires: Web questionnaires Evaluation questionnaires Surveys

Tailoring Your Questionnaires: Flexible Field Placement Any field can be added anywhere in the questionnaire. System Fields - Project Name, Start Date, End Date, Amount Requested, etc. Custom Fields - Employee ID Number, Sponsorship Category, Own Sectors, etc. Evaluation Criteria - Scored questions visible in the Evaluation section of the tool

Tailoring Your Questionnaires: Fields & Validations Variety of types of fields available: Single choice / Multiple choice Text / Number , Date, Currency, Percentage, etc. New ways to validate fields on web questionnaires: Min. & max. value for numbers Max. number of characters Min & max number of selections for multiple selection fields Special patterns for special cases (e.g. Employee ID)

Tailoring Your Questionnaires: Layout Options Pages can be organised into sections: More structure into single page mainly enhancing applicant’s experience. New layout options available: Vertical vs Horizontal placement Customisable fields width Customisable number of lines in text boxes, etc.

Tailoring Your Questionnaires: Conditional Fields Make field(s)/question(s) appear or disappear based on previous answers. Direct applicants towards specific sections of the form (“branching”).

Managing Your Questionnaires Creating drafts and work on them before you publish your questionnaires. Create a new draft from scratch or as a copy of an existing questionnaire. Preview your questionnaire templates before you publish them. Access complete history of answers/scores. Set questionnaire’s activation dates

Multi-Party Evaluations Multi-Party Evaluations can be used to group several individual (and distinct) evaluation forms into a single global evaluation.

Multi-Party Evaluations Each evaluation form in a Multi-Party Evaluation can be sent to a different person.

Multi-Party Evaluations The results of these different evaluation forms are then combined into single score.

Surveys Surveys can be used to collect information from several respondents, for the purpose of aggregating data into statistics. The survey link can be published on a web page or sent by to all targeted respondents. An example survey:

Surveys Surveys remain open until they are manually closed by the PerforMind user.

Surveys Clicking on a closed survey shows the aggregated statistics for each question.

Charity Verification The Charity Verification feature provides a convenient way to verify a charitable organization’s grant eligibility directly from PerforMind.

Cheque Requisition With the Cheque Requisition feature, it is possible to send properly filled cheque requisitions to the Accounts Payable department of your company.

Other Improvements New page showing the budget by due date Improved correspondence wizard – Streamlined user interface – Reusable correspondence settings New types of notification – Notifications to assigned users when budget items are due – Notifications to evaluation creators when evaluations have been completed And a lot more!

Upcoming Developments Enhanced security features Customizable project summaries Customizable terms for different industry sectors User interface improvements Matching Grants module Employee Volunteering module And more!

Thank you! Accessing the Release Notes: For additional support and to discuss presented changes please contact your local Customer Support representative.