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: