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NPSP Project Overview


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The Ocean Cleanup nonprofit research.pdf
126.9 kB
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Project Description
This project was part of a Nonprofit Success Pack masterclass. I chose The Ocean Cleanup to model a mock Salesforce implementation. Using their website, annual report, and conversations with staff, I was able to gather the information to structure and design the nonprofit success pack in a way to suit their needs should they choose to implement the solution.
Mission of Your Organization
The Ocean Cleanup develops and scales technologies to rid the oceans of plastic. Our purpose is to drive the largest ocean cleanup in history by stemming the inflow of floating plastics via rivers, and cleaning up what has already accumulated in the ocean gyres.
The Ocean Cleanup’s Services
Ocean System
River Interceptor
Barrier Interceptor
Tender Interceptor
Trashfence Interceptor
Discovery
Design analysis and gathering baseline data.
Current financial allocations, marketing campaigns, and volunteer opportunities
Revenue and Spending from annual report: 2021 (Euro’s)
Revenue Total:
27,303,000
Revenue Sources:
Donations- 25,564,000
Donations in kind- 505,000
Sales of merchandise- 871,000
Reimbursements and other income- 363,000

Expense Total:
26,632,000
Expense allocations:
Human Resources- 5,798,000
Operational costs- 19,569,000
General & support costs- 1,133,000
Depreciation and impairments- 304,000
Financial income and expenses (172,000)
General Reserve: 671,000
Marketing/Fundraising Initiatives from social media and website
Fundraising campaign #TeamSeas, partnering with Youtube content creators Mark Rober & MrBeast to raise 30 million to remove 30 million pounds to trash
Interceptor 005 sponsorship via Coldplay
Merchandise
Livestream of Interceptor deployments
Podcasts
Documentation

Volunteer Jobs

Board Of Directors: Boyan Slat (Ceo & Chairman), Joy Gao (Treasurer), Carl van der Zandt (Secretary & board member), Mark Hawkins (Board Member), Rob Parker (Board Member)
Supervisory Board
Volunteers: back office, engineering, research, funding, communications teams

Internship: River plastic valorization, plastic tracking, global affairs, and geospatial analyst
In designing Salesforce the above information was used to determine campaign hierarchy, general accounting units (GAUs), and volunteer management structure.

Data Collection, Tracking and Processing Needs

Donation methods and processes
Website
Checks (both direct and third-party DAFs and giving platforms)
Ticket Sales
Thank you letters
Thank you emails
Email systems
Mass e-blast solution
Lightning for Outlook
Program Tracking
Form applications for program services
Volunteer Tracking
Tracking of volunteer campaigns and hours
Shift calendar

Scope of Work
The following items have been identified as key activities and deliverables for this project.
Customize NPSP settings to meet organizational needs
Import records using NPSP Data Import Object
Create customizable rollups and formulas for combining soft and hard credits
Create campaign hierarchy for annual campaign
Implement enhanced recurring donations
Connect donation form to Salesforce
Create Acknowledgement Letter Template and process
Setup and structured General Accounting Units
Create acknowledgement email alert for won opportunities
Design and structure organization’s volunteer management package
Create chatter groups for boards and committees
Create portfolio campaigns for major giving
Create engagement Plans for major giving
Set up program management using PMM
Create custom report types to increase visibility into child objects with lookup relationships with one or more parent
Create custom reports and dashboards for organization executives, marketing department, volunteer department, and programs department
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