Lesson 10 · Roll-out, checklist and final check
A five-stage road map and the final check.
Goal of this lessonTo plan the order in which your organisation opens SODOO, and check what you learnt.
Go-live checklist
- The member list is imported into one contact list, duplicates merged
- Member, Donor, Volunteer, Board tags defined
- Dues products and the receipt template ready
- The donation block and payment method work on the website
- A project and analytic account per grant, budget entered
- Mailing lists and consent records in order
- Board members, the minutes-book page and folder permissions set up
- User rights: who sees personal data, who sees accounting
Where to start?
People and dues first: the list work that eats the most time is gone in the first week. Events and donations come in the second month, grant reporting at the first period close.
Check yourself
If one person is a member and a donor, how many records?
One, with two tags.
Where are members in arrears found?
With the not-paid filter on invoices.
Which two places does an online donation reach?
The donor's record and accounting.
How are a grant's costs kept apart?
With an analytic account.
Which screen for check-in at the door?
Events > Registration Desk.
Where do volunteer hours add up?
In Timesheets.
What does a mass message need?
The recipient's consent.
How is a board decision followed?
As a task with an owner and a date.