Contact Types
Staff
Contact has an Organization Affiliation that includes a Fellowship Program in the Program look-up field, Type = Employee
- The Aspen Institute, Aspen Global Leadership Network
- The Aspen Institute, Henry Crown Fellowship Program
- The Aspen Institute, Middle East Leadership Initiative
- The Aspen Institute, China Fellowship Program
- The Aspen Institute, Rodel Fellowships in Public Service
- The Aspen Institute, Health Innovators Fellowship
- The Aspen Institute, Finance Leaders Fellowship
- The Aspen Institute, Environment Leaders Fellowship
- Liberty Fellowship, Liberty Fellowship
- The Pahara Institute, Pahara - Aspen Education Fellows
- CALI Foundation, Central America Leadership Initiative
- Ananta Centre, Kamalnayan Bajaj Fellowship
- Databank Foundation, Africa Leadership Initiative - West Africa
- ___, Africa Leadership Initiative - East Africa
- ___, 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?
- The Aspen Institute, Aspen Global Leadership Network
- The Aspen Institute, Henry Crown Fellowship Program
- The Aspen Institute, Middle East Leadership Initiative
- The Aspen Institute, China Fellowship Program
- The Aspen Institute, Rodel Fellowships in Public Service
- The Aspen Institute, Health Innovators Fellowship
- The Aspen Institute, Finance Leaders Fellowship
- The Aspen Institute, Environment Leaders Fellowship
- Liberty Fellowship, Liberty Fellowship
- The Pahara Institute, Pahara - Aspen Education Fellows
- CALI Foundation, Central America Leadership Initiative
- Ananta Centre, India Leadership Initiative
- Databank Foundation, Africa Leadership Initiative - West Africa
- ___, Africa Leadership Initiative - East Africa
- ___, 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
- Fellowship Seminar 1, 2, 3, 4, 5
- Action Forum
- Alumni Seminar
- Program Gathering (Dinner, Multi-Class, Ladies of Liberty, etc.)
- Class Gathering
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