User story: Non-profit event-based CRM

Nice to talk to you all this morning. Here's one of the user stories I'm starting to work from.

This is for a volunteer organization, and very back-burner for me at the moment, but something we've started to explore.

The organization does events, 15 - 20 per year, and is almost entirely volunteer run, with one staff person to manage everything. There are three main types of people they want to manage:

• Sponsors
• Volunteers - multiple types: board, program committee, program lead, other committee
• Speakers

There are already close to 5000 people in the system, who have attended an event in the past. In the signup process, people do provide company information -- one of the goals is to be able to find people who have attended an event who work for a potential sponsor company. So already we've got in addition to people, companies to manage. The existing event registration/management is already entirely done in Drupal 6.

The biggest need is to track contacts with existing and past sponsors. E.g. the 20 - 30 companies who have sponsored the organization -- who is the person at the company to serve as the main contact? Who on the board is responsible for checking in on the sponsor, finding out if they are satisfied with the relationship, using their event tickets, etc. What is the history of contact with this sponsor? And most importantly, who on the board will reach out to them next, and by what date?

Next is identifying possible volunteers from the attendee database. Being able to pull up a list of people who have attended multiple events who are not currently volunteers, so the volunteer coordinator can reach out to them and ask them to volunteer. Again, need a history of contacts with each person so we don't spam/bombard people not interested in participating at that level. Also for identifying good board member candidates, increasing their involvement in the organization.

This data mining activity could also lead to identifying new sponsors -- what companies have several people attending events?

The other area is somewhat entwined with program development -- keeping track of speakers at events. For this, the main driver is that the organization is looking to improve following up with speakers after their event, keeping them informed with what the organization is currently doing, keeping the relationship healthy so they might be willing to speak again, serve as a resource for developing new programs, recommend/introduce other speakers, help publicize events.