Needs analysis for CRM
CRM What we collect can be used to generate information we can use to make decisions. Typical CRMs come with a dashboard, home screen, that you can customize to suit your usage, thus a membership person might see how many new members yesterday, along with a graph of total membership trends. While a trail supervisor might see all the pending problems on his/her trails and new reports from maintainers.
Just because you updated information last week does not mean it is valid today.
Volunteers – Recruiting
- Time it takes to fill a volunteer position
- How long people stay in a position
- Exit survey as to why left
- Source (how they “came in”
- Promotion
- Trail Walker ad
- E-walker ad
- Met on trail
- Friend
- Referral
- Other
Individual volunteers
- Membership information
- Where in life cycle
- Twenty something
- Young family
- Retiree
- Etc.
- Skill sets
- Interests
- Positions held and when
- Recognitions
- Welcome letter
- Maintainer patch
- Awards
- What training had
- Certifications and training
- If trainer,
- what classes
- when taught
- Reconnect – if left, any prospect of returning or another position
Board
- Governance issues
- Policies
- Resolutions
- Minutes
- Board members
- Delegates at Large
- Housekeeping of roles
Trails – Types of reports
- SMS– give supervisor and trails chairs access to information as they are the only ones who know the most current maintainers
- Reminder notice sent
- Maintenance
- Maintainer
- Supervisor
- Chair
- Report to partner
- Crew
- Trip
- Assessment and Inventory
- When done
- Who did it
- What structures
- Problems
- Invasive species
Trails – ties to publications
- Tracks
- Wheel measurements
- Segmentation
- Co-alignment
- Ownership
- Committee oversight
- Maintained by and most recent report
- Assessment done
- Problem reports
- Illegal use problems
Publications
- Volunteer hours reporting
- Press release tracking
- Demographics - Books
- Competition
- Author – volunteer or royality
- Date when request from author received
- Publication date
- Editions
- Print run
- Specs for printing (Cost of printing, number of pages)
- Price
- Filed ISBN, CIP, Copyright
- Volunteers involved – project manager, field checker, editor, copy editor, indexer,
- Book Designer
- Cartographer
- Final evaluation of process
- Demographics - Maps
- Publication date
- Editions
- Print run
- Specs for printing (cost of printing, sheets of Tyvek)
- Price
- Filed ISBN, Copyright
- Sponsor
- Volunteers involved – project manager, Gpsers
Conservation – Individual parcels
- Demographics
- Location
- Adjacent to
- Features
- Acres
- Price – also price/acre
- Priority rating – according to an established scheme
- Where in cycle
- Volunteers involved
- Potential partners
- Acquisition date
- Hand off date
- Trails on property
Advocacy – Issue
- Location
- Who is driving
- Where in life cycle
- Mechanisms used
- Volunteers needed
- Volunteers uses
Partners
- Housekeeping of roles
Clubs
- Demographics
- Contact information – president, delegate, trails chair
- Housekeeping of roles
Membership – standard, comes with CRM package
Development – standard, comes with CRM package
Groups audience: