Screencast 1. Introduction to the NPO template


1. Audience Identification:

The screencast is for system administrators of NPO Salesforce who are new to using the system and need a better understanding of how to customize the NPO template to support their organization's fundraising plan and work flow processes. The audience may also include nonprofit techies (consultants or technology staff) who are new to Salesforce but may want to do some prototyping for a nonprofit client considering using Salesforce.

The audience is comprised of "Accidental Nonprofit Techies" from nonprofit organizations with a budget size of XYZ. The system administrator will be setting up the template to support the work of the end user, a fundraising staff person or the staff members in a small development office. In most cases, the system administrator will not be the end user.


2. Learning Objectives:

What will be people be able to understand or what task will be they be able to accomplish as a result of watching this screencast and reading accompanying material?

One of the most frequently asked questions is about how the Salesforce NPO template is how it can be customized to track an individual donor versus business/corporate/organizational donor. The screencast will take a look at several different business process steps and how the template can be customized to easily support the donor tracking tasks.

understand or what task will be they be able to accomplish as a result of watching this screencast and reading accompanying material?

3. SalesForce Nonprofit Community Liaison:
The names and contact information 1 or more individuals who have subject matter expertise in using SalesForce to achieve the learning objectives. These individuals provide content, review the script, and their voices and desktops will appear as actors in the screencast.

4. Script/Storyboard:
The script will describe the concepts or tasks that will be shown.
The story board will outline the visuals for each segment.

Introduction:
  • Opening credits
  • The task we're going to learn in this screencast


Act 1: Meet the organization
Introduce the organization, mission, and overview the fundraising it does

Act 2: Example of tracking both individuals and organizations
Shows these outside of sales force - as little vignette characters. Something like this:

Scenario 1: Individual Donor - Ms. Individual Donor
Scenario 2: That person also works for corporation that is a corporate funder of .org, but not part of the corporations foundation
Scenario 3: The organization also gets corporate grant from that corporation's foundation

Act 3: Let's follow each scenario through the work flow processs
-get work flow from salesforce nonprofit community
roughly --
How they get into system
How they get cultivated ( e.g. newsletter (paper or email)
How they get asked - (Letter/Email)
Make donation online or send in check
Donation thank you letter or email
Listing in program book or web site or other format

Act 4: Show end examples of customization
Forms
Reports

Act 5: Show how customized
form



5. Production:
Facilitated user-generated content. Beth will narrate and shoot, but will incorporate the voices (audio) and "face" of community members.

6. Editing: Pull screencaptures into Camtasia for final editing.

7. Rendering: Render in flash. If possible make, version for YouTube/Blip.TV.

8. Marketing/Distribution: