Pennsylvania BANNER Users Group 2006 Using Solicitor Organizations to Manage Multiple Volunteer Groups

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

Introduction: Why we decided to use Solicitor Org Show how we set up our forms Show the types of reports we generate

History Project to raise $10 million using a volunteer committee Used ACCESS to pull BANNER Data Coded volunteers and prospects they were soliciting in Access

Campaign Volunteer Groups Board of Trustees Lehigh Leadership Council Linderman Library Advisory Board

Problems & Solution How to prevent prospect assignment to multiple groups How many Access DB do we create Summit Presentation showing how to use Solicitor Organization Module Believed it would work to manage the multiple volunteer organizations

Steps Used to Set Up Sol Org Step 1. Create the new Organization give it a Name – Status – Year - Type Step 2. Enter the name of a contact for the organization Step 3. Give the Organization Annual Goals Step 4. Enter the solicitors who belong to this organization

ASASORG

Add Solicitors

Add Annual Goals

Volunteer Contacts Can Now Be Assigned - ASASANG Select the Organization Name from the list Select the Solicitor Name (volunteer) If you cant move beyond this point – annual goals is missing. Go back to step 3 Assign the Contacts to the volunteer solicitor

Select Solicitor From List

Enter Contacts

Other Forms Used Reports Requested – Pipeline – AMAPROP – Volunteer Strategy – AMACOMT

AMAPROP

AMACOMT

Excel Report – AMAPROP data

Access DB Form

Pennsylvania BANNER Users Group 2006 Open Floor for Other Questions?

Pennsylvania BANNER Users Group 2006 Have a great day!