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Best Practices/ Documentation Customization
Best Practices Toolkit
Agilon offers a Best Practices Toolkit for the following:
- Constituent Management
- Gift Processing
- Membership Processing
- Prospect Management
- Campaign Management
- Managing Your Annual Fund
- Events Management
- Planned Giving
With the Best Practices Toolkit, you receive an electronic (Word) template of the Best
Practices Procedure guide that you can adapt to reflect your final decisions. These
guides provide you with the procedures for going live and serve as training manuals
for your end-users.
Customize your Best Practices Guides! Additional services are available where an Agilon
consultant customizes the guides to reflect your decisions and procedures. Allow
approximately 15-25 hours per guide.
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