There are two portions to the Set Goals area. First is the ability to set goals for your officers, whether based off of Peer Groups or for the individual officers. Second is a Peer Group editing feature which allows you to create, edit, and delete peer groups and assign officers appropriately.
To help you get started, Fundraiser Performance Management has populated recommended goals to provide guidance for your initial setup. Our recommended goals come from Reeher Community Network Benchmark data and are set based on performance levels of the top 25% of gift officers. These annual goals are:
|
Since every group of Officers is 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.
Navigation
Setting Goals
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
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.
|
To effectively organize your Officers, your executives and system administrator have grouped together your staff with portfolios into Peer Groups. These peer groups are typically officers at an institution with similar roles or portfolio make up. Peer Groups are used in the tool in the Major Giving layer and in quarterly and yearly reports that Fundraiser Performance Management provides to your executive team. If you are unfamiliar with your Peer Groups or wish to make changes to the groups, please consult your Fundraiser Performance Management System Administrator.
Creating a Peer Group
Selecting and Editing Officers in a Peer Group
Add additional Officers by clicking on the name in the list on the left
To remove an Officer, click on the X next to the name on the right
Save
Peer Group Gift Officer Type
Fundraiser Performance Management uses the Peer Groups as part of the research and bench marking. To help us with this research, we are asking you to set the Gift Officer Type for each peer group. The selection drop-down is located at the right of each peer group. Please choose the type that best matches with the type of gift officer assigned to that group. Any Peer Group with a missing type will be highlighted in Red.