Contact Types

Staff

Contact has an Organization Affiliation that includes a Fellowship Program in the Program look-up field, Type = Employee

  1. The Aspen Institute, Aspen Global Leadership Network
  2. The Aspen Institute, Henry Crown Fellowship Program
  3. The Aspen Institute, Middle East Leadership Initiative
  4. The Aspen Institute, China Fellowship Program
  5. The Aspen Institute, Rodel Fellowships in Public Service
  6. The Aspen Institute, Health Innovators Fellowship
  7. The Aspen Institute, Finance Leaders Fellowship
  8. The Aspen Institute, Environment Leaders Fellowship
  9. Liberty Fellowship, Liberty Fellowship
  10. The Pahara Institute, Pahara - Aspen Education Fellows
  11. CALI Foundation, Central America Leadership Initiative
  12. Ananta Centre, Kamalnayan Bajaj Fellowship
  13. Databank Foundation, Africa Leadership Initiative - West Africa
  14. ___, Africa Leadership Initiative - East Africa
  15. ___, Africa Leadership Initiative - South Africa

Board

Contact has an Organization Affiliation that includes a Fellowship Program in the Program look-up field, Type = Board, Trustee, Advisory?

  1. The Aspen Institute, Aspen Global Leadership Network
  2. The Aspen Institute, Henry Crown Fellowship Program
  3. The Aspen Institute, Middle East Leadership Initiative
  4. The Aspen Institute, China Fellowship Program
  5. The Aspen Institute, Rodel Fellowships in Public Service
  6. The Aspen Institute, Health Innovators Fellowship
  7. The Aspen Institute, Finance Leaders Fellowship
  8. The Aspen Institute, Environment Leaders Fellowship
  9. Liberty Fellowship, Liberty Fellowship
  10. The Pahara Institute, Pahara - Aspen Education Fellows
  11. CALI Foundation, Central America Leadership Initiative
  12. Ananta Centre, India Leadership Initiative
  13. Databank Foundation, Africa Leadership Initiative - West Africa
  14. ___, Africa Leadership Initiative - East Africa
  15. ___, Africa Leadership Initiative - South Africa

Moderators

Seminars moderated (Seminar Moderator records for campaigns, Special Event Attendee records with Type = Moderator for special events)

Moderator Certification - not actively in use except to link Contact and Program with a level (Senior, Full, Apprentice) and status

Possibly could use Organization Affiliations with program lookup, similar to Staff and Board, with Type = Moderator and additional field for Level

Fellows

Engagement linking a contact to a program with Type = Current Fellow or Alumni.

Will likely change so that the engagement types are Candidate / Fellow

Class Stage = Nomination, Shortlisting / Interview, Selection, Onboarding, Seminar 1 completed, Seminar 2 completed, Seminar 3 completed, Seminar 4 completed, (optional Seminar 5 completed), Graduated

- process so that nomination stage is default when creating a new class

- staff can update to shortlist, selection, to track progress but not too bad if that information isn't there

- update class stage to selection will default all related engagement statuses to

- process will set stage to seminar 1

Candidate Status = Confirmed, Declined, Reconsider (requested by candidate, decided by staff), Rejected

Fellowship Status = Pending, Active, Completed

Last Status = formula concatenate class/stage/status, e.g. Class 1 Nomination - Confirmed, Class 1 Shortlist - Confirmed, Class 1 Interview - Reconsider, Class 2 Selection - Rejected, Class 3 Seminar 1 - Pending, Seminar 1 - Active, Seminar 1 - Completed (etc.)

VIP

Events

Attendee = TRUE formula based on Special Event Attendee Status = Confirmed, Checked In, Checked Out

Types of Events

  1. Fellowship Seminar 1, 2, 3, 4, 5
  2. Action Forum
  3. Alumni Seminar
  4. Program Gathering (Dinner, Multi-Class, Ladies of Liberty, etc.)
  5. Class Gathering

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