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last updated:
October 7, 2014 2:55 PM

Functional Requirements for Membership, Development & Participation Systems

By David Bearman with an Introduction by Gail Lord.

Bearman, David. Functional Requirements for Membership, Development & Participation Systems, Pittsburgh: Archives & Museum Informatics, 1990.

Table of Contents

Introduction:
The Role of Membership & Development in Museums
by Gail Lord (PDF)
Chapter 1: Membership, Development & Participation Functions (PDF)
Acquiring Members
Acquiring Members
Providing Services
Marketing and Promoting Services
Collecting and Administering Income
Chapter 2: Membership, Development & Participation Data (PDF)
Membership and Client List Management
Participation
Development
Chapter 3: Evaluating Membership, Development & Participation Systems (PDF)
Application Specific Requirement
Membership:
  • List Maintenance
  • Membership Cards
  • Mailing
  • Prospect Matching
  • Contacts Management
 
Development:
  • Solicitation
  • Gifts Management
  • Pledge Management
  • Planned Giving
  • Fund-raising Campaign Management
 
Partipation:
  • Attendance
  • Reservations
  • Ticketing
  • Visitor Surveys
  • Volunteer Mail
 
Sales:
  • Retail Shops
  • Mail Order & Fulfillment
  • Promotion
 
Financial Management:
  • Invoicing
  • Matching Programs
  • Administering Gifts
 
General Systems Features
Management Concerns in Systems Acquisition
 
Appendix A: Data Requirements (PDF)
Appendix B: Checklist of Membership, Development & Participation System Evaluation Features (PDF)
Appendix C: Types of Reports as Output Requirements (PDF)
Appendix D: Vendors & Systems (PDF)
Appendix E: Selected List of Museums with Membership & Development and Ticketing Packages (PDF)
 
Figure 1: Membership, Development & Participation Systems Major Data Entities & Relations (PDF)

This title is out of print and only available electronically.

Informatics: The interdisciplinary study of information content, representation, technology and applications,
and the methods and strategies by which information is used in organizations, networks, cultures and societies.