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Scope of Work

Following Discovery, 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 a campaign hierarchy for events and the annual campaign

Setup and structure General Accounting Units

Implement enhanced recurring donations

Create customizable rollups and formulas for combining soft and hard credits

Create acknowledgement letter template and process

Create acknowledgment email alert for won opportunities

Design and structure volunteer management package

Create engagement plans for major giving team

Set up program management using PMM

Create custom reports and dashboards for organization executives, marketing department, volunteer department, and programs department

Create training documentation for all implemented services

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