Categories: All - committee - documents - procedures - resources

by Geoff Hallett 3 years ago

311

Proposed Annual Giving Shared Drive

The organization’s shared drive is structured to include various categories such as staff folders, resources, operational documents, and archives. Each staff member has an individual folder, and there is also a section for previous employees.

Proposed Annual Giving Shared Drive

Annual Giving Shared Drive (Proposed--AS OF 3.26.2021)

Resources

AGN Webinars
Training Resources
Diversity

NOTE: Move single file. Delete Folder.

Data Driven Annual Fund

Operational Documents

YOU@PSU
Year End Procedures
WorkDay

NOTE: Just move file and delete folder

Social Events Committee
Office Documents
IRS Letter of Determination
Front Desk Receptionist
DDAR AG Orientation
Cross Training
Reference
BUDGET
Annual Giving Process and Procedure Documentation
IT Programmer Processes
Planning
Donor Journeys
Strategic Plans
Plans

NOTE: Merge and Delete

Business Plan

Program Folders

Workfront
Student Philanthropy Network
PSAA Collaboration
Units

NOTE: Merge?

Special Appeals
FOUNDATIONS
Letter Drafts

NOTE: File documents appropriately and delete folder

Tax Acknowledgment
THON
Unit Liaison
Renaissance
Recurring Credit Cards
Recent Grad
Young Alumni
President's Club
Parents
Matching
Lion Line
NOPS
Label Requests
iModules Project

NOTE: Needs cleanup and New Name

Golden Lion Society
Goalsetting
Generic

NOTE: Combine with top folder

Faculty-Staff
FactSheets
Emails
EFT Program
Direct Mail
Sample Bids
Postal
Mail Cost Report
Contribution Form

NOTE: Merge with Contribution Form Designs folder

Bid Folder
Digital Fundraising
DDAR Summer Internship
Data Management
Complaint Mail
Artwork
Signatures
Photos
NLC Artwork
Images
AG program logos
Appeal Header
Annual Leadership Gift Documents
Penn State History
ALG Reference Library
Annual Giving Advisory Council - AGAC
Analytics
TARGET ANALYSIS
Queries
Insights

Archives

PARK_IT
Panoratio
Working Teams
Withholding
WEB
Wall Charts
VOIP
Unit Histories
Travel
Team Notes
Team Meetings
Stewardship Team
Staff Retreat
Staff Meetings
SRDP
sql Xfer
Special Gifts
SOP
Social Media
Select System
Segment_Detail
Searches
Scanning Project
ROAR
Reunions
Request No Labels
Reports

NOTE: No updates since FY15

Prospects
Project Management System
Prj Data Req
PowerPoint
Perfectdisk
New Alumni Donor Welcome
Monthly Reports
Mid Atlantic Conference 2013 Philadelphia
MBNA
Marketing Committee
Legacy Project
Launchpad Updates
IS Projects
InventoryManager
Interview Process Committee
Giving Summary History Requests

NOTE: Potential deletion

Focus Group - DoDs
Data Warehouse

NOTE: Potential Deletion

Data Team
Communications Control Meetings
Collegian
CASE

Rename: CASE Presentation - Brenneman - 2005

Campuses
Calendar

Rename: Annual Giving Appeal Calendars 98-07

BOT Members 10_09
Big Ten Reports BTDOC2010
Big Ten Challenge
Annual Giving Volunteer Chair
Annual Giving and Development Communications Meetings
Alma Mater Display Data

NOTE: Not sure this is named properly

ADIS IS Project Request
e-Philanthropy
AG_DevComm Proofs

Staff Folders

PREVIOUS EMPLOYEES
Steph
Caitlyn
Lori
Barasch - Projects
Alissa
Mark
Military Appreciation Exec Committee
Mindy
Kevin
Kathy
Kat
Jewls
Jenny
Interns
Heidi
Greg
Alex
Geoff

FOR DELETION

OLD SHARED DRIVE

Appears to be a duplicate set of files

PP and UPROG
Log

Reason: Empty

IS-MEM

Reason: Folders appear to be empty

Division Quarterly

Reason: One agenda file from 2011 Move DDAR Values Statement to Archives Folder

Bimonthly Development Meetings

Reason: One agenda file from 2011

AWBackup

Reason: Empty Folder...