Edit Goals

To help you get started, Reeher has populated recommended goals to provide you guidance for you initial setup. Our recommended goals come from Reeher Community Benchmark data and are set based on performance levels of the top 25% of gift officers. These annual goals are:

1. Visits = 120
2. First Time Visits = 40
3. Proposals Submitted at $25,000 or more = 20
4. Dollars Granted ≥ $1,000,000

Since every group of Officers is a little different, be sure to review and modify these goals for your specific Peer Group. Once you are done setting up the default goals for this Peer Group, you can then modify goals for specific Officers within the Peer Group.

Create Goals for Officers

To begin setting the yearly goals for your officers

1. Click on Set Officer Goals
2.  Default goals will appear populated with the recommended defaults
3. You may modify or delete the goals, if appropriate, for your institution
4. To add an additional goal, click on any goal to the left and it will be added
5. You will be prompted to add the information necessary to define the goal
6. More than one goal per Goal Metric can be entered
7.  Remove any goals you do not wish to use by clicking on the X related to the goal name
8. Group Total provides the aggregated total for all Officers in the Peer Group, including unique goals for specific Officers that have been established

Create / Edit Individual Gift Officer Goals within a Peer Group

Each Officer, within a Peer Group, may be assigned goals that are unique to them.  As an example: You may wish to assign a new officer within the Peer Group a lower proposals submitted goal during their first year. 

1. Click on the Edit pencil next to the officer’s name. This opens the list of goals available for configuration.
2. Edit the goals to the unique situation of the officer selected using the same steps as above. 
3. Save
4.  An Icon will appear next to the Gift Officer’s name indicating it has unique goals.