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.
Creating Goals for a Peer Group
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:
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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.
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
Available Goals
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.