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CRM documentation - Coggle Diagram
CRM documentation
Process List
Income processess
Donor Care procedures
Face 2 Face procedures
Donor Stewartship procedures
Communications procedures
Business Intelligence procedures
Finance procedures
..... procedures
Project Docs
Project Brief
Deliverable Maps
Stakeholder List
Comms Plan
Plan
Project announcement
Copilot Agent
Copilot Agent approach agreed
Security confirmation
Agent rules setup
Agent Tested / Pilot
Demo video/doc created
Announcement
Documentation Framework
Template Reviewed
Rules agreed
Version control approach agreed
Guideline for user feedback
Location
SharePoint Place agreed
Access Control Overview (sec groups) \
Access control given
Documentation Review
Procedure 1
Procedure 2
Process owner identified