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

IRE@L 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 can’t 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!