1. Devon Community Foundation D.C.F Digitally Connected Foundation

3. Digital Vision
Digital – The method, the process, the route to Donors, Groups & Communities Connected – Internally, Externally, with donors, groups, peers & partners Foundation – Us, our vision, our mission, our theory of change

4. PROSPECTING
CONVERSION
ON-BOARDING
RELATIONSHIP
DISTRIBUTION
IMPACT
REVIEW & GROWTH F F
Feedback F F

5. Funding For Digital Transformation Internal Communications
Donor Journey
Apr 2017—Sept 2017
Oct 2017—Mar 2018
Apr 2018—Oct 2018
Distribution
Assessment
Decide
Fund
Feedback
Review & Growth
Strategy
Aims
Ask
Donation
Prospecting
Identify
Research
Compliance
Conversion
Understand
Inform
Ask
Donation
On-Boarding
Set Up
Induction
Educate
Expectations
Plan
Relationship
Strategy
Aims
Build
Impact
Visits
Reports
Results
DISRUPTION
DISRUPTION
DISRUPTION
Operational Process
Apr 2017—Sept 2017
Oct 2017—Mar 2018
Apr 2018—Oct 2018
Funding For Digital Transformation
Human Resources
Internal Communications
Finance

6. Totem Pole

7. Salesforce, adjusted our attitude

8. Lesson 1 – Salesforce
Learn to love Salesforce

9. Timeline so far…
7th Sept 2016 – 8th March Digital Leadership Course
Course Project
Create Digital Vision
Create Roadmap
May 2017 – August 2017
Mapped all donor journey tasks
Assessed resource required
Proposal to board
Redefined roadmap
Sept 2017 – December 2017
Focused Roadmap

10. Funding For Digital Transformation Internal Communications
Donor Journey
Apr 2017—Sept 2017
Oct 2017—Mar 2018
Apr 2018—Oct 2018
Distribution
Assessment
Decide
Fund
Feedback
Review & Growth
Strategy
Aims
Ask
Donation
Prospecting
Identify
Research
Compliance
Conversion
Understand
Inform
Ask
Donation
On-Boarding
Set Up
Induction
Educate
Expectations
Plan
Relationship
Strategy
Aims
Build
Impact
Visits
Reports
Results
DISRUPTION
DISRUPTION
DISRUPTION
Operational Process
Apr 2017—Sept 2017
Oct 2017—Mar 2018
Apr 2018—Oct 2018
Funding For Digital Transformation
Human Resources
Internal Communications
Finance

11. Focused roadmap Sept 2017 December 2017 April 2018 GDPR Compliant
Digitize DCF – Project fully scoped & plan laid out
HR Software selected & implemented
Office 365 Adoption
Finance Software Reviewed and proposal to CEO.
If change from SAGE identified implemented by April 2018

12. Lesson 2 – Time

13. What have we done so far….
Mapped out Donor Journey
Created Assessment Documentation

14. Mapping Process

15. Mapping Process

16. Tools

17. Lesson 3 – Keep It Simple

18. Lesson 4 – Communication

19. Lesson 5 – People