Rating, Scoring, and Screenings

This article pertains to Development 3.

Overview

Rating and Scoring are methods that are built into the Development system that track a constituent’s likelihood and capacity to give at a measurable, granular level, while also enabling the ability to track and report on changes to these values over time. While the system comes with default ratings and scorings in place, custom rating systems can be configured by the school.

A rating is a single field that is designed to encompass everything you’d want to track in a constituent in a high-level manner. By default, the system comes with a set of ratings called primary dev ratings that come with two axes which typically track the constituent’s capacity to give on one axis and how likely they are to give in the other.

Scoring fields exist to track much more specific assessments, allowing you to specify what you are looking for in a constituent in a much more specific manner. By default, these assessments are connectedness, engagement, loyalty, giving inclination, and capacity.

Screenings are methods used to gather raw data about constituents from a variety of sources and this data is used to determine the constituent’s rating and score. In almost all circumstances, screening data is gathered through a third-party company, such as Wealth Engine or DonorSearch.

Ratings

The Primary Dev Rating is the default rating system in place to track constituent capacity and likelihood of giving. Is is tracked on two axes — one being alphabetic (A-D) and the other being numeric (1-5).
Example: A school, through research and the screening process, determines that a particular constituent has a capacity rating of 2 and a likelihood rating of C. Their primary dev rating would be 2C.

These ratings are completely arbitrary and meaning can be determined by you for what would make the most sense for your specific workflows. A query for displaying the Primary Dev Ratings can be found in the System Ratings section of the Configuration homepage (or by clicking this link).

Workflow: Adding New Primary Development Ratings

If you wish to add additional ratings, they can be added by clicking on the +Add Primary Dev Rating link on the Development: Configuration homepage. From here, you are able to set what the rating’s Description is (e.g., 1C), the Category, and the Sort Key (to determine where the rating appears in drop-down menus). After it is set up to your liking, create the primary development rating by clicking the green Add System Rating Primary button.

Workflow: Setting Up Configured Ratings and Screenings Integration

In addition to primary development ratings, you also have the option of building a set of configured ratings. This is used in situations where you would want to create a rating system that is more complex than the primary dev rating system or in situations where you want to mirror the rating systems of a third-party screening company or consultant.

To create a new set of ratings click on the +Add Rating Configuration link on the Development: Configuration homepage to pull up a blank rating configuration detail screeen. From there, a variety of fields can be specified:

  • Configuration Type is a drop-down menu that shows up as “Veracross” by default. This can be adjusted to be either Veracross, School, Consultant, or Vendor
  • Description is what the name of the configured rating system is
  • Start Date and End Date are fields that determine the dates in which you want this rating configuration to have a status of Active
  • Status is set as Active by Default, but also has the option of Archived

To actually configure the ratings, you first need to configure the rating categories. Create rating categories by using the the Add Record button on the Configured Rating detail screen. After the Categories are created, you can click on the link for the Rating Categories to pull up the category detail screen where you can add individual Rating Types by using the Add Record button on that screen. Once that is completed, you can set up the actual rating values by clicking on rating type link and using the Add Record button in that detail screen.

Example: The user sets up a new configured rating system and names it “2019-2020 System”. From here, she decides that she only needs one overarching category for now, so she creates a “General” rating category. After clicking into the General category link, she can actually set up the rating types here. She adds them as connectedness, engagement, loyalty, giving inclination, overall capacity, and school capacity. For each of them, however, she’d like a scale of 1 to 100. In this case, she would need to click into each of these rating types and add each number option to the Values input grid.

Mirrored Screenings Ratings in Configured Ratings

To see an associated configured ratings system with a third-party company’s rating system, click on the Screenings Information tab on the development rating configuration detail screen. To set up this integration, speak with your account manager.

Scoring

Scoring fields exist to track more specific assessments, therefore allowing you to report with additional flexibility. By default, each of these scores has four different options, with the exception of capacity, which gives a list of options pertaining to monetary amounts. These assessments are:

  • Connection Rating
  • Engagement
  • Loyalty
  • Giving Inclination
  • Capacity

Each of these scorings can have additional, custom options configured. To add more options, click on the relevent +Add link underneath the links in the System Ratings section of the Develpment: Configuration homepage.