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There are two portions to the Set Goals area. First is the ability to set goals for your officers based off of Peer Groups and for the individual officers and second is a Peer Group editing feature, that will allow you to create, edit, and delete peer groups and assign officers appropriately.

 

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:

Reher Recommended Goals:

  • Visits = 120
  • First Time Visits = 40
  • Proposals Submitted at $25,000 or more = 20
  • 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.

 


Setting Goals

Choosing Fiscal Year vs. Calendar Year

Note: If this is your first time setting goals for your gift officers, be sure to go to the Control Panel > Manage Platform > Calendar Year and select to set goals by either fiscal year or calendar year.


To begin setting the yearly goals for your officers

  1. Click on Set Officer Goals
  2. Default goals (shown above) 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, meaning you can add multiple proposals at different levels (20 Proposals submitted between $25K-$50K, 10 Proposals submitted > $50K
  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

 

Available Goals

  • Contacts - Choose the number and type of contact reports that count towards the goal.
  • Visits - The number of contact reports submitted in the selected year with a type mapped in Reeher to "Visit".
  • First Time Visits - The number of "Visit" contact reports entered on prospects who have never previously had a visit by any officer at your institution.
  • Proposals Submitted - Number of proposals submitted with an Ask Date in the current year and an Ask Amount in the selected range (Ex: 20 submitted proposals ≥ $25,000).
  • Proposals Granted - Number of proposals granted with a Granted Date in the current year and a Granted Amount in the selected range (Ex: 10 granted proposals ≥ $50,000).
  • Proposal Dollars Submitted - The total dollar amount of proposals submitted in the current year. Qualifying proposals have an Ask Date this year. Then the Ask Amount is used to determine the total towards the goal.
  • Proposal Dollars Granted - The total dollar amount of proposals granted in the current year. Qualifying proposals have an Granted Date this year. Then the Granted Amount is used to determine the total towards the goal. It does not matter what year the proposal was submitted.


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.
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