Has anyone implemented NPSP Program Management, and used it in conjunction with V4S (Volunteers for Salesforce)?
V4S uses Campaigns (the "old way" of doing programs) to drive volunteer recruitment and onboarding. My customer's need is more sophisticated:
- they recruit volunteers directly from institutions (schools, universities, businesses), and need to plan and manage each of these engagements
- the volunteers can also attend classes on things like public speaking, first aid, etc, which are managed as Programs (with sessions, participants and attendance)
- they have a standard set of tasks that need to be completed during volunteer onboarding (such as police checks, passport checks, etc), and they run sessions to train up volunteers before they can go out to the field
- and then the volunteers need to be assigned to actually do the volunteering work, which is managed as Programs
So it seems that recruiting and training can be done with Program Management. Onboarding can use either Engagement Plans or Sales Process + Path (I'm leaning toward Engagement Plans). Then V4S manages the volunteering jobs and shifts.
Does that make sense? Any thoughts?
I use both V4S and PMM, connecting the two platforms through various objects with lookup fields. We lean more heavily on PMM as it seems more robust and relevant, but certain features of V4S like mass emailing, making mass edits, and volunteer job and hour records have come in very handy when tied to programs/program engagements/contacts, etc... I agree though, that some features of V4S definitely seem out of date, however.
