Dart update bag_final
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BAG DART PROJECT UPDATE Update July 2010 1
Transcript of Dart update bag_final
BAGDART PROJECT UPDATEUpdate July 20101
LifelongEngagement
DARTDAC Replacement / DART Implementation
PROJECT ORGANIZATION OVERVIEW
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LifelongEngagement
DARTDAC Replacement / DART Implementation
Design, data conversion and programming will occur through
end of 2010
6-months extensive testing, final data verification, system tweaks, training, and unit readiness preparations
Go Live scheduled
for Summer 2011
TIMELINE
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LifelongEngagement
DARTDAC Replacement / DART Implementation
DART – CURRENT ACTIVITIES
Software 1st Round Testing – Revenue
Design Teams Underway – Prospect Management, Planned Giving, Stewardship, Events
Change Management Planning –Collaborating with unit leadership on a Unit Liaison program for Development
Online Community – Consultant conducting campus-wide needs analysisResults to inform strategic planProject team will outline technical requirements based on results
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LifelongEngagement
DARTDAC Replacement / DART Implementation
DEVELOPMENT UNIT LIAISON PROGRAM
Support model to help campus through the DART transition
Each S/C/U will have representation to help prepare their unit for DART launch
Over the summer, the project team, Program Managers and other unit leaders will determine the appropriate structure and representation for the UL program
FAQ has more details: http://bit.ly/DART-FAQ
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LifelongEngagement
DARTDAC Replacement / DART Implementation
REVENUE DESIGN HIGHLIGHTS
Revenue Design teams reviewed: Pledge accrual Processing of gifts and pledges Matching Gifts Recurring Gifts Benefits/Premiums Coding gifts for the General Ledger Short Codes/Designations/Allocations Donor intent Donor challenges
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LifelongEngagement
DARTDAC Replacement / DART Implementation
LIFE CYCLE OF THE GIFT
Donor Stewardship
Some gift utilization can be captured (e.g. scholarship recipients, named professors, etc.)
Gift Spent
Fund Intake by S/C/U Department Spends Funds
Gift Made
Development - Gift Officer Solicits Gift Donor Makes Gift
Development Enters Gift
Mpathways/General Ledger Tracks Fund Availability and Utilization
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LifelongEngagement
DARTDAC Replacement / DART Implementation
HIGHLIGHTED REVENUE CAPABILITIES
Better tracking of Donor IntentCurrent State:
Unspent gifts due to difficulty in tracking specific purposes Difficulty identifying donor intent (spreadsheets or imaging) Supporting documents found in imaging
Future state in DART: Assign attributes to each gift fund Standards & free form attributes will be available. Will be able to query attributes, e.g., merit based or need based
scholarships. Big Win – DART users get at the core intent of the gift quickly Financial users will have access to revenue information
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LifelongEngagement
DARTDAC Replacement / DART Implementation
REVENUE DESIGN TEAM MEMBERS
Jarrod Van Kirk – FinOps (Co-Lead)
Cathy Spickard – OUD (Co-Lead) Patrick Franklin – OUD Sharon Geva – ITS Barb Gomez – OUD Larry Jonas – Michigan Radio Linda Kline – OUD Darwin Matthews – OUD Kim McDade – Cancer Center Julie Niedbala – OUD Chris Ososki – ITS Carson Rizor – Michigan Radio Bobbie Simson – Engineering Sheryl Szady - OUD
Thomas Madden – ITS (Co-Lead)
Jean Rauchholz - FinOps (Co-Lead) Jennifer Barnett – Treasurer’s Office Shelly Crundwell - Engineering Lisa Harris - ITS Christina Luo – Law Lori Maddix de Hernandez - SNRE Darwin Matthews - OUD Ken Witherspoon - ITS
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LifelongEngagement
DARTDAC Replacement / DART Implementation
QUESTIONS?
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LifelongEngagement
DARTDAC Replacement / DART Implementation
RECENT ACTIVITIES June Project Update
PowerPoint contains project status information as of June 2010 DART Newsletter: (June issue)
Emailed to the community and posted on the website Change Management Plan - Overview
30 second overview, slidecast, and FAQ Unit Liaison Program - Overview
30 second overview and FAQ Revenue Design Highlights
An overview of what the revenue design team covered and a glimpse at some screenshot comparisons between EIS and DART.
Recorded Demonstration15 minute recording divided into three short segments
DART FAQNew resource where we’ll post responses to common questions
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LifelongEngagement
DARTDAC Replacement / DART Implementation
KEEPING INFORMED / PROVIDING INPUT
Input opportunities E-mail a question to
DART Project Web Site
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http://bit.ly/DART-home
