MEMORANDUM
To: Dr. Erika Paterson, Instructor ENGL 301
From: Erica Friedman, Student
Date: February 22, 2019
Subject: Progress Report: Improving Program Tracking and Reporting at the Daniel Centers
Report Purpose
The Resource Development and External Relations (RD/ER) Coordinator and program mangers need a system for sharing timely information, including promotional materials, participant tracking and feedback. The right system will need to be quick and easy to use, low cost, and include built-in reminders.
Report Significance
If the Daniel Centers had a uniform system for sharing program information, messaging for promotional materials would be stronger, and grant proposals and reports would be more persuasive. Program managers are passionate about their work; an information sharing system could expand program reach, and increase funding and partnership opportunities.
Report Audience
• Program Managers at the Daniel Centers:
• Education: Michal Yariv
• Community: Yael Levi
• Ceremonies/Conversion: Galina Saban
• General Manager: Einat Weiss
Work Completed
• Research outline informed by decision tree
• Interviews have been scheduled with the each of the program managers, the Daniel Centers’ General Manager, and Lee Wilson, a nonprofit professional
• Initial secondary research via Facebook groups, blogs, and online industry journals
Research Plan and Timeline:
February 24 – March 1:
• Information sharing systems commonly used in nonprofits: 1) online searches for relevant blog posts, professional websites, and other publications 2) Facebook groups for nonprofit professionals; search history and/or create posts/surveys to gather suggestions
• Privacy and legal issues in sharing participant information: professional marketing publications
• How to effectively and sensitively propose changes at nonprofit organizations: blogs, nonprofit journals, Facebook/LinkedIn groups, informational interviews with nonprofit professionals
• Informational interviews with primary sources (Daniel Centers’ program managers and General Manager; Lee Wilson, nonprofit professional): meetings have been scheduled through March 8 (See attached interview questions)
March 3 – 8:
• Cost/benefit analysis and summary of top three suggested programs/systems; consider how to visually present findings (chart/info graphics)
March 15: Draft – formal report due
March 17: Peer review of draft due
March 18 – April 8:
• adjust formal report following peer review; may include conducting additional primary or secondary research
April 10: Formal report due
Conclusion
Preliminary data has been gathered. Program managers and the General Manager are aware of the research project, and understand the need to implement a better system. Thank you for reviewing my progress report. I look forward to continuing my research.
Erica Friedman_Informational Interviews_Feb 22.2019
Life-long learner, mother of 3, working in the nonprofit sector for many years (with a hiatus as a yoga instructor). Originally from Toronto, like many of my peers at the time, I migrated to Vancouver (and UBC) in the 1990's. (Yes. I'm an Oldie.) 18 years ago, I set off on what was supposed to be a one-year journey to Asia and well, I guess I'm still on that journey. I live in Tel Aviv, Israel with my husband (he's British), our children, and a frisky cat named Mitzi.
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