Moves Management is a term used primarily with the non-profit sector in relationship to donor development. It refers to the process by which a prospective donor is moved from cultivation to solicitation. (Reference: http://en.wikipedia.org/wiki/Moves_management/) netFORUM offers a Moves Management module that will help you in this process.
Before getting started in the Moves Management module, it is important to understand some common terms related to Moves Management.
Some of the terms used in the Moves Management module and on the various help topics related to Moves Management are:
For example, at the Moves Stage where it is possible to have people added to a Moves Series, you will create an add task. All individuals who meet the criteria of the add task will be added to the Moves Series. To transfer individuals from stage 1 to stage 2 (for example), you will create a transfer task in stage 2 to "pull" those individuals who meet the transfer criteria up to the next Moves Stage.
The criteria used for Moves Tasks is called a Selection Query and is set at the Moves Stage level.
Before you begin using the Moves Management module for use, you must determine what your overall (specific) goal is and what steps will be necessary to achieve that goal. You must also think carefully about your workflow and processes; both online and offline and how these will tie into achieving this overall goal. Before adding records to netFORUM, you might find it useful to map out how you envision this process unfolding on paper or a whiteboard. As you map this process out, think of the overall set of activities that you perform against a set of people and what progression of activities will be required to achieve the desired result. This overall set of activities and corresponding progression, from a beginning stage to a culminating stag,e is expressed in the netFORUM Moves Management module as a Moves Series.
The first step in the process is to identify the overall, yet specific, goal for the Moves Series. Remember, a Movies Series is a set of activities performed with a set of people, over a period of stages, with the goal of cultivating potential donors (or other participants in your organization) into committing to donate or otherwise participate in the organization.
Some examples of overall goals for a Moves Series could include processes and activities that:
Now that you have identified the goals for one or more Moves Series, the next step is to think about the steps (or stages) a person goes through over the course of a particular Moves Series. The steps in a Moves Series are called Moves Stages. Each Moves series could have very different Moves Stages. Some Moves Series might only have two Moves Stages, while others may have a dozen or more.
Moves Stages should be thought of as steps along the path of the series. You need to think about what causes a person to go from one Moves Stage to the next.
For example, a Moves Series designed to turn a fundraising prospect into a donor, the Moves Stages might be:
A person in this Moves Series might start out in the Inform stage, which may include tasks geared towards getting the prospect information about the programs and mission of the charitable cause. The Cultivate stage might include more personal tasks such as invitations to special events, site visits, or personal communications. Finally, the Ask stage could have an Assignment to set up a solicitation for a donation by someone who knows the prospect.
Moves Stages have two main features:
netFORUM supports a manual and an automated option to move individuals through the Moves Stages in a Moves Series:
The Transfer Moves process selects whom to transfer based on a selection query. The selection query may select any filter desired.
Generally, there are two ways to trigger a automatic stage transfer:
A series and its stages may work with a combination of all these transfer rules. For example, you may have a stage that allows for exiting via a Date Based rule after one month, or people might also transfer out to a different stage if all the assignments are completed. Further, there might be another stage in the series that transfers people in based on a query.
Note: If a Workflow rule is used to advance stages based on conditions, the rule must be set to active for the conditional processing to work. A Toolkit license and a user with access to the Toolkit are required to create and edit workflow rules. Workflow execution is also controlled by the WorkFlowEnabled system option. For more information, see Debugging Workflow
The third major setup piece in Moves Management is setting up Assignments. Assignments represent activities that a staff person needs to do for each customer within each Moves Stage and tracked with a due date and status code. These assignments can range from sending information, making a phone call, introducing a prospective member to a current member, verifying an application, or any other type of activity that needs to be assigned to a staff person and tracked.
Completing Assignments will trigger the status code for that customer's stage to flip to Closed, which signifies that the process has been fulfilled for that particular person.
A Moves Stage may be set up to have zero, one or more Assignments. Assignments can be distributed to every person who enters a stage, or they can be given only to customers who meet a certain criteria based on the selection query of the assignment.
The pool of assignments that can be associated with each stage is based on a Workflow Rule associated with the overall stage. To streamline setup, it is recommended that you create a single Workflow Rule for each Moves Series to ensure that no one mistakenly uses Assignments setup for other Moves Series.
You must also determine if it is more appropriate to set up your process as a Sales Opportunity, in the Sales module or a Moves Series in the Moves Management module. Both modules share many of the same tables and have a lot of similarities.
The Moves Management module is more about a performing a set of managed, choreographed activities with a large set of people, where the goal is often but not always the sale of a product in netFORUM. The Sales module, as its very name suggests, is more oriented to driving a sale. The Sales module is generally more free form and leaves it up to the staff user working each customer on which activities to do and where to go next, whereas the Moves Management module is better suited to working with larger groups of people where the activities are more scripted and the process is more defined.