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