Planning to Deploying CiviCRM within your Organization____________________________

DC CiviCRM August Meetup

Agenda ____________________________During today's presentation, we will cover: How to determine if CiviCRM is right for you Evaluating CiviCRM features and functions How to spec out a CiviCRM/CMS platform Mapping your existing data to CiviCRM Leveraging the open source community My lessons learned

Is CiviCRM right for you?

Is CiviCRM right for you? ________________________________To determine this: Gathering information about you needs. o Outline goals, interview staff, data assessment, use cases Create a list of requirements and prioritize them Review CiviCRM features o Features list, demo, test on demo site Technology plan o Goals, budget, timeline Skills and capacity assessment

John Doe Database ManagerJohn is responsible for managing the various database technologies within the organization. John, on a weekly basis reviews all data, performs data cleanup, synchronizes data between the databases, and runs reports on fundraising campaigns and advocacy campaigns. John would like an integrated system which will minimize duplication of efforts in his weekly tasks and give him full access to the database behind the CRM so he can run advanced SQL queries.

Evaluating CiviCRM Features and Components

Features Matrix _____________________CiviCRM Online donation forms Source code tracking per form Email blasts List segmentation Event registration 8 9 8 5 CRM #2 7 CRM #3 8

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4 7

Have Staff Test Components _____________________________________

See CiviCRM in Action ______________________________

Spec'ing a CiviCRM/CMS Platform

Let your online strategy your drive... _________________________________________________

Many-to-Many Social Networking Social Media Content Aggregation

One-to-Many Online Activism Fundraising Solicitation Application Management

decisions on how data will flow. __________________________________________

SWAT Analysis ____________________High Learning Curve Greater Integration Low Learning Curve

Drupal

Joomla

Less Integration

Standalone

Standalone

Mapping Your Data to CiviCRM Data

CiviCRM Data Structure _______________________________

Common CiviCRM Workflow _____________________________________

Mapping Data to CiviCRM _________________________________

Steps to Prepare your Data ___________________________________ Gather samples of all your current data (email lists, spreadsheets, contacts, business cards) Create a list of all the fields you will need to have within CiviCRM List which fields will map to what CiviCRM fields and which will need to be custom fields Define all types of engagements that you have with your constituents and define which ones will represent activities you import Define all the relationships you have with constituents and they have with each other Document how you segment your constuents based on membership and interest using groups and/or tags Get all your data in a standard format

Leveraging the Open Source Community ______________________________________________ Include members of the core development team in on your planning Use the wiki (wiki.civicrm.org) to crowd source ideas and strategies for your impementation Use the forums to meet other community members and research questions you have Use the IRC room ask questions and meet people Developers - Attend a Developer Camp

In Closing

A few lessons learned... Invest the time up front to plan, plan, plan! Don't put too many hands in the pot Assign an internal project manager Areas that can eat up time and budget o Configuring CiviMail o Troubleshooting payment processor integration o Custom integration with CMS Don't assume CiviCRM does something one way because it won't Test, test, and test some more!

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questions?