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 Board
Management
Five guaranteed ideas for managing your apathetic board.
Jane Garthson.
Canadian
FundRaiser.
Business Intelligence I.T.
Career
Getting started in a Business Intelligence career
may be the easiest way for a graduate to break into the IT industry,
but it is no free lunch and a level of competency must be reached.
Part 2 - Steps to Getting
Experience, Part 3 -
The Only Option, Part
4 - More Options.
Contributed by
Jason Dove from Scry Business Intelligence.
More employment.
 Caller Feedback
Used to get feedback on calls from telemarketing staff.
Meredith Berg.
Campaign
Staffing
Presentation on Getting (& Keeping) the Right People on the Bus.
Mike Westfall.
Common
Cause
The
necessity for community-based agencies to operate on a shoestring
often collides with trade unions seeking increased compensation for
their members whose salaries are lower than similar jobs in other
sectors.
Canadian
FundRaiser.
Common Interview Questions
Asking the right questions improves your chances of finding the
right employee. Familiarize yourself with the applicant’s resume and
have a prepared set of questions. Mind the time but be willing to
follow the natural flow of conversation rather than sticking to the
order of your questions. Know what skills and qualities you are
looking for, ask open-ended questions, and listen well.
Mary Prodanovic.
Consultants
Tips and tricks on working with or being a consultant.
Lynne Becker.
Developing
Supervisors
Tips and tricks on developing student supervisors.
Devin Mathias.
Development Officer Performance
Development officer fiscal year performance measurements and
metrics.
Mike Westfall.
Enhance
Your Telefund
How Making a Difference ... Makes a Difference. Interesting study
done at the University of Michigan looking at training telefund
staff in a way that improves performance. Adam Grant, PHD and
Devin Mathias.
Improving
Caller Retention
Staff retention is a good indicator of program quality.
Albert Melfo.
Interim
Director
When there is a
sudden departure of an executive director, regardless of whether it
was a resignation or termination, the board faces many crucial
decisions. Can this period be used to strengthen the organization
and build capacity?
Canadian
FundRaiser.
Interviewing
We get busy, we have a pile of 100 resumes to go through,
we’re down a position and we don’t really have time to do this.
After looking at cover letter 100 talking about what a great
opportunity --- how motivated --- pleased --- excited, during an
already busy day, well --- you understand.
Interview
Questions
Set of standard interview questions to help guide the interview and
the interview process.
Job Descriptions
Tips on writing job descriptions and samples.
Some board
and volunteer samples.
Job
Posting Samples
Tips on writing job postings
and some job posting samples.
Leadership
Skills
Leadership skills for young advancement professionals.
Devin Mathias.
Major Gift Staff
Evaluation
Template focusing on five global areas of activity for major gift
staff.
Mike Westfall.
Managing
Professional Development
Our environment is becoming increasingly complex.
Today's professionals face the challenge of needing to manage with
knowledge of multiple disciplines and systems and the ever changing
interrelationships between them. Life-long learning is very
important. Professional development keeps you abreast of changes in
your field, and helps you to provide state of the art services to
your institution and its constituents.
Brian Dowling.
Organization
Charts
Some samples of Health Care related foundation and fundraising
organization charts.
More charts.
Advancement
Services,
2,
3,
4,
Development
Services,
Donor
Relations,
University Advancement.
Performance Accountability
Creating and keeping the best advancement team with a comprehensive
compensation, goal setting and achievement measurement plan.
Barbara J. Dick.
Position Reclassification
Good organizations strive to ensure fair and equitable compensation
of employees in relation to their duties. In order to do this,
periodically the need to reclassify a position arises. Contributed
by
Mary Prodanovic.
Presenteeism
The latest attack on economic and human productivity.
Presenteeism has become a
serious issue in today’s business world – both for the
employee and
for the employer.
Eric Saarvala.
Reading Tea
Leaves
From Anguish to Opportunity. The Troubles with Leadership Change. |
Resources
Presentation on resources to help you with your career.
SWOT analysis to help you determine your professional
development goals. Companion piece -
Managing Professional Development.
Brian Dowling.
ROI With eLearning
Whether you are
someone looking to learn a new skill or hoping to advance your
employees' knowledge, taking advantage of online training courses
can be a way to gain education easily.
Staffing
and Justification Strategies
Identifying Opportunities for
Growth.
Helen Brenneman.
Student
Caller Supervision
Keys to the successful supervision of students.
Howard Heevner.
Succeeding Without
Consultants
Leveraging internal resources for maximum
results and legitimacy.
John
Hostler.
Success
Planning
Success Planning - Don't Wait Till
Disaster Strikes.
Canadian
FundRaiser.
Supervisor's
Guidelines
Supervisor's Guidelines for Handling Staff Performance.
Albert Melfo.
Talent Management
Presentation
with definitions, framework, challenges and other aspects of talent
management.
Eric Saarvala.
Till the Headhunter
Calls
What to do until the headhunter calls.
Daniel Burns.
Training/Development
What should a
nonprofit organization invest each year in training to develop
volunteers and staff? The answer is at least 3% of operating
expenses.
Canadian
FundRaiser.
The Video Interview
Try revisiting all of your old VHS tapes and have a look at
yourself. Every pore, every extra pound, weird coloration --- do we
really look like that? Think of extending the concept to a video
interview, and it won’t take long to develop a little apprehension,
even dread.
Warm-Up
Meetings
Tips and suggestions for pre-shift warm-up meetings.
Albert Melfo.
Caller Evaluation of
Telefund
Annual Fund Caller Survey.
Jennifer Dunn.
Caller Evaluation.
Amber
Asbjornsen.
Caller
Evaluation.
Carroll College.
Caller Evaluation.
Sheri Hamiter.
Caller
Evaluation.
Diana Lygas.
Caller
Evaluation.
Deborah Schroeder.
Caller Evaluation.
Ami
Turner.
Caller Evaluation.
University of California, Riverside.
Caller Evaluation.
University of
Dayton.
Caller Survey.
Jennifer Dunn.
Lead Caller Survey.
Jennifer Dunn.
Staff Survey.
Jennifer Dunn.
Evaluation
Activity
Benchmarks.
Françoise Aylmer.
Caller Evaluation.
Sasha Bateman.
Caller Evaluation.
Narrative.
Binghamton University.
Caller Evaluation.
California State University, Northridge.
Caller
Evaluation.
Carroll College.
Caller Evaluation.
Steven Farwick.
Caller evaluation.
Mark Hanlon.
Caller Evaluation.
Scott Harris.
Caller Evaluation.
T. Phillip Madison.
Caller Evaluation.
Ohio State University.
Caller
Evaluation.
Jenna Stone.
Caller
Evaluation.
University of California, Riverside.
Caller
Evaluation.
Virginia Tech.
Caller
Monitoring Form.
Jim
Napier.
Coordinator
Evaluation.
Sasha Bateman.
Leadership Evaluation.
David J. Smith.
Phone
Survey Card.
Sharon Ammons.
Phonathon
Evaluation.
Sheri Hamiter.
Quality Assurance
Form.
David J. Smith.
Coordinator
Evaluation.
Sasha Bateman.
Supervisor
Evaluation.
Sasha Bateman.
Supervisor Evaluation.
Eastern
Washington University.
Supervisor Feedback.
Faye Jennings.
Supervisor Self
Evaluation.
University of
California, Riverside.
Telefund Student Manger
Evaluation.
Virginia
Tech.
Hiring
Caller Application.
Lisa Ashworth.
Caller Application.
Broome Community College.
Caller Application.
Alysia Conklin.
Caller application.
Faye Jennings.
Caller Application.
T. Phillip Madison.
Caller Application.
Northwest Missouri State University.
Caller Application.
Rosalinda Olivares.
Caller Application,
2
West
Liberty State College.
Caller
Application Questions,
Key
Alysia Conklin.
Caller Interview Questions.
Debra
Garrington.
Caller Interview Questions.
George Fox University.
Caller Interview Questions.
Saint
Mary's.
Caller Interview Questions.
UMass
Dartmouth.
Caller Interview Questions.
University of Oregon.
Do Not Hire Script.
Sabrina Ragan.
Employee Agreement.
Sabrina Ragan
Exit Interview.
David
Smith.
Group Interview
Questions.
Amber Asbjornsen.
Hiring Callers.
New Jersey City University.
Hiring Consultants. Robert
Weiner.
Hiring Supervisors.
Vernell Clouden.
Interview Guide.
Sheri Hamiter.
Interview
Package for Callers.
Scott Harris.
Leadership Application,
2.
David
Smith.
Leadership Interview.
David
Smith.
Leadership Interview
Questions.
Alysia Conklin.
Leadership Team Application.
Alysia Conklin.
Manager
Application.
Jenna Stone.
Mentoring checklist
for new employees.
David J. Smith.
Organization Chart.
Virginia Tech.
Personal Interview.
Alysia Conklin.
Personal Interview.
Rosalinda Olivares.
Phonathon
Assistant Interview.
Phone Application.
Leigh Ann Jacobson.
Phone
Application Packet.
David J. Smith.
Phone Interview.
Meredith Berg.
Phone Interview.
Alysia Conklin.
Phone Interview.
Rosalinda Olivares. |
Hiring (Continued)
Phone Interview.
David J. Smith.
Student Application.
Sheri Hamiter.
Supervisor
Application.
Calvin College.
Supervisor
Application.
Sheri Hamiter.
Supervisor Hiring
Interview Cover Sheet.
Application.
Interview Questions,
Manager Questions.
Natalie M. Rohlfs.
Supervisor Interview.
Supervisor Interview.
Alysia Conklin.
Supervisor Interview.
Lake Forest
College.
Supervisor Interview.
Lebanon
Valley College.
Supervisor Interview.
Ohio
Wesleyan University.
Supervisor Interview.
Sabrina Ragan.
Telefund
Application Form
Incentives
Callers.
Daily,
Weekly.
Faye Jennings.
Monthly
Incentive Structure.
Meghan McGeary.
Telefund Bonus Structure
Recruitment
Flyer 1,
2.
Bethany Lutheran College.
Flyer.
Bryn Mawr College.
Flyer.
Rehab El-Kobtan.
Flyer.
George Fox
University.
Flyer.
Kent State
University.
Flyer.
Millersville
University.
Flyer.
NAIT.
Flyer.
Seton Hall Law School.
Flyer.
St. Edwards
University.
Flyer 1,
2,
3.
Shippensburg
University.
Join
Phonathon.
Rehab El-Kobtan.
Poster.
Rehab El-Kobtan.
Poster.
Rehab El-Kobtan.
Recruitment Ads.
Meghan McGeary.
Telemarketing Advertisement,
Flyer,
Poster.
Faye Jennings.
Tele-Relations
Associates.
Lanita Monroe.
Telemarketing Ads -
1,
2,
3
Web Advertisement.
Jenny Szewiel.
Things you
Learned at Telefund.
Meghan McGeary.
 Staff Policies
Attendance Policy.
Sabrina Ragan.
Attendance Policy.
David
Smith.
Attendance
Policy.
Jenny Ziegler.
Attendance and promptness.
Gloria Morgan.
Caller
Confidentiality Form.
Caller Contract.
Sheri Hamiter.
Caller Contract.
Brad Neathery.
Code of Ethical Conduct.
David
Smith.
Confidentiality
Agreement
Good example of confidentiality agreement
with volunteer section.
Lea Ann Gross.
Confidentiality Agreement.
Jennifer Liskow.
Confidentiality Agreement.
Meghan McGeary.
Confidentiality Agreement.
Jenny Ziegler.
Confidentiality and Conduct
Policy.
David Smith.
Confidentiality Statement.
Laura
Palmer.
Phonathon
Caller Contract.
Jen Castellani.
Phonathon Confidentiality Agreement.
Jen Castellani.
Phonathon Representative Contract
Sarah Abbott.
Phonathon
Staff Policies.
Jenna
Stone.
Phonathon
Staff Policies.
La
Salle University.
Phonathon
Staff Policies.
University of Southern California.
Racer-Thon Caller
Policies and Procedures
Jim
Napier.
Scheduling
Calling Shifts.
John
Foster.
Shift Cancellation Policy
Student Manager
Personnel Policies.
Kelly M Brant.
Student Manager Checklist.
Kelly M Brant.
Telefund Staff
Policies University of Toronto
 Training
Call Center Manual.
Christopher Short.
Caller
Certificates.
Sheri Hamiter.
Caller Training
Manual.
Colorado State University.
Caller Training Manual1,
2,
Updated
Jim
Napier.
Caller Training Manual.
Northern
Alberta Institute of Technology.
Caller Training
Manual.
Regan
Remulla.
Caller Training Manual,
2.
Wheaton College.
Caller Training Manual.
Willamette University.
Caller Training Part 1,
Part
2.
Emily Bourke.
Caller Training.
Sheri Hamiter.
Caller Training.
Courtney Hankins.
Caller Training.
Laura
Palmer.
Etiquette
and Protocol.
Rachel Lindgren.
Elements of a Perfect Call.
University of South Florida.
FERPA quiz for
telemarketing staff.
Meghan McGeary.
Mock Phone Calls 1.
Scott Harris.
Mock Phone Calls 2.
Scott Harris.
New Caller.
University of
Dayton.
New Caller.
University of Texas
at El Paso.
New Caller.
West Virginia
University.
New Caller Orientation
Outline.
University of Southern California.
Phonathon
Survival Guide.
Amber Asbjornsen.
Script Writing
Workshop.
Amber Asbjornsen.
Student Mentor Handbook.
Kathleen Madonna.
Student Supervisor Handbook.
Kathleen Madonna.
Student Worker
Manual. D'Youville
College.
Supervisor
Training Manual.
Jim
Napier.
Supervisor
Training Manual.
University of Southern
California.
Train the Trainer 1,
2,
3.
Kathleen Madonna.
Training Manual.
T. Phillip Madison.
Training Manual.
Meghan McGeary.
Training Manual.
Alexandra Nguyen.
Training Manual.
Ami
Turner.
Training Materials 1,
2,
3.
Pomona College.
Training
Schedule, (and exercises)
Ask
Ladder Exercise
Fund Description Exercise
Rapport
Building Exercise,
John
Foster.
Telefund Training
Vides
On the Call Center
Page.
Web
Form Samples
Payroll Deduction for Gifts
Student Communicator
Student Data Entry Assistant
|
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