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Dear Colleagues:
The following survey is designed to provide the Information Services team the data necessary to determine the best use of our resources. You will be asked to answer questions about many of our standard reports and documents. You will also be encouraged to provide any random thoughts or tangential ideas that you feel are relevant. Irrelevant thoughts and ideas submitted for our amusement are also welcome.
Examples of each report mentioned in this survey are provided for reference on the s: drive (s:\IS\Survey Report Examples).
Sincerely,
Randy Wallin
Director of Information Services
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| * Name: | | | | * Department: | | | | * Email: | | |
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| Q1: Which version of the Daily Giving Report do you prefer? |
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| Q2A: The Annual Giving Progress Reports are: |
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| Q2B: The Annual Giving Progress Reports should be generated (Currently Monthly): |
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| Q3A: The Progress Update is: |
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| Q3B: The Progress Update should be generated (Currently Monthly): |
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| Q4A: The Fiscal Year Progress Summary & Projection is: |
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| Q4B: The Fiscal Year Progress Summary & Projection should be generated (Currently Weekly): |
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| Q5A: The President's Council Report is: |
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| Q5B: The President's Council Report should be generated (Currently Monthly): |
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| Q6A: The Trustee Giving Report is: |
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| Q6B: The Trustee Giving Report should be generated (Currently Monthly): |
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| Q7A: The Mies Campaign Report is: |
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| Q7B: The Mies Campaign Report should be generated (Currently Monthly): |
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| Q8A: The Major Gift Team Result Report is: |
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| Q8B: The Major Gift Team Result Report should be generated (Currently Monthly): |
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| Q9A: The Pricipal Gift Report is: |
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| Q9B: The Principal Gift Report should be generated (Currently Monthly): |
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| Q10A: The Foundation Gift Report is: |
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| The Foundation Gift Report should be generated (Currently Monthly): |
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| Q11A: The Major Gift Team Ticksheet is: |
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| Q11B: The Major Gift Team Ticksheet should be generated (Currently Monthly): |
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| Q12A: The Touch Summary is: |
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| Q12B: The Touch Summary should be generated (Currently Monthly): |
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| Q13A: The Donor Pyramid is: |
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| Q13B: The Donor Pyramid should be generated (Currently Monthly): |
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| Q14A: The $10,000 Donor List is: |
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| Q14B: The $10,000 Donor List should be generated (Currently Monthly): |
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| Q15A: The Alumni Participation Rate Report is: |
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| Q15B: The Alumni Participation Rate Report should be generated (Currently Monthly): |
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| Q16A: The Donor Renewal Rate Report is: |
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| Q16B: The Donor Renewal Rate Report should be generated (Currently Monthly): |
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| Q17A: The $10,000+ Transaction Report is: |
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| Q17B: The $10,000 Transaction Report should be generated (Currently Monthly): |
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| Q18A: The $1,000+ Open Pledge Review is: |
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| Q18B: The $1,000+ Open Pledge Review should be generated (Currently Quarterly): |
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| Q19A: The Mailing List List is: |
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| Q19B: The Mailing List List should be generated (Currently Weekly): |
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| Q20A: The Mies Membership Report is: |
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| Q20B: The Mies Membership should be generated (Currently Weekly): |
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| Q21A: The Action Detail Report is: |
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| Q21B: The Action Detail Report should be generated (Currently Weekly): |
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| Q22A: The Pledge Reminder Reminder Report is: |
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| Q22B: The Pledge Reminder Reminder Report should be generated (Currently Weekly): |
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| Q23A: The Contribution Suspense Report is: |
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| Q23B: The Contribution Suspense Report should be generated (Currently Weekly): |
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| Q24A: The Phonathon Pledge Report is: |
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| Q24B: The Phonathon Pledge Report should be generated (Currently Weekly): |
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| Q25A: The Accounting Report is: |
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| Q25B: The Accounting Report should be generated (Currently Monthly): |
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