Project

General

Profile

Getting Started - Welcome to Potentiality » New to Potentiality What Now »

RELATED LINKS: 

Client Showcase: Real Site Designs

Useful Client Presentation Videos

Please find some helpful client videos below. We'll be gradually adding more to this page, so feel free to check back regularly for new content.

Frensham School - 'Building Stronger Alumni Networks - Using your Database to Support Yearly Planning and Alumni Engagement'

Frensham School is a progressive independent day and boarding school for 3 to 18 year olds in Surrey, UK. 

This video features Polly Murray, Alumni Manager, providing a step by step guide to those who are new to development to planning your year, focusing on key actions and timings to maximise engagement with your alumni.  You'll discover how to use your database to better understand your alumni's interests and behaviours to personalise events, comms and fundraising efforts.

Maidstone Girls Grammar School - 'Investing in Tomorrow'. 

Maidstone Grammar School for Girls, also known as Maidstone Girls Grammar School, is a selective grammar school in Maidstone, UK.

The video features Lila Brewer discussing her successful strategies for enhancing community engagement and alumni relations at a school. Starting with minimal resources and experience, she transformed the school's Development Trust by leveraging a CRM platform and fostering strong community ties.

Giggleswick School - 'Using Dashboards to Enhance Data Management'

Giggleswick School is a public school in Giggleswick, near Settle, North Yorkshire, England.

This video is a webinar featuring Fiona Ross from Giggleswick School, who demonstrates how she created dashboards using the Potentiality platform to enhance data management and fundraising strategies. The dashboards serve as a gateway to various functionalities for data collation and display, focusing on event attendance, donation income, donor prospecting, and engagement tracking.

Arnidale School - 'Auction Showcase'

The Armidale School is an independent Anglican co-educational early learning, primary and secondary day and boarding school, located in Armidale, New South Wales, Australia

The webinar featured Emily McCord and Donna Jackson from the Arnidale School in New South Wales, discussing their experience with setting up an online auction using the Potentiality platform. The auction was part of a fundraising initiative for the TAS Foundation, aiming to engage the community and raise funds. The discussion covered the inspiration behind the auction, the target audience, timing considerations, promotion strategies, and the technical setup process.

sub-pages

The following is a summary of this video:
`Summary: Polly Murray explains how small development/alumni teams can build stronger alumni networks by using their CRM data effectively and planning the alumni year intentionally. She stresses that the database should capture every interaction, enable segmentation and personalization, and provide metrics for reporting—while staying GDPR-compliant. Using CRM features (dashboards, conversation prompts, surveys, automated emails, mapping/radius search, business directories, online shops/payments, donor propensity insights), she outlines a year plan: ongoing data upkeep, communications, social media, donor stewardship, archives, magazines, and events; spring focuses on surveying and collecting updates; summer on events, magazine production, leaver rollover, and school careers links; autumn on reunions, centenary activity, leaver onboarding, and nostalgia campaigns. Key message: be personal, keep data current, and tailor engagement.

Steps:

  • Audit your CRM layout; move key fields to the top and remove unused/duplicative fields.
  • Review registration forms; cut nonessential questions and test with an alumnus for friction.
  • Create key segments (e.g., recent leavers, engaged, high-potential donors, by location/industry).
  • Log every interaction (calls, visits, emails, event attendance) immediately in the CRM.
  • Set up automated birthday emails with personalization fields and a link to an evergreen webpage.
  • Build a simple annual alumni plan: immovable dates first, then communications, events, fundraising, magazine deadlines, and leaver rollover.
  • Run a survey to gather preferences and recruit volunteers (e.g., for an archive group).
  • Use CRM insights/tools (engagement history, mapping/radius search, donor likelihood) to personalize outreach and plan reunions.
  • Publish consistent social content (e.g., Throwback Thursday, polls, spotlights) and track response.
  • After each event, record attendance and notable conversations; use learnings to refine future targeting.`

sub-pages

Tags:

0 0