Congratulations New or Returning Chairs & Teams

Gather, Listen, Learn & Plan, Transition

Auctria transition, 5 vital areas of focus

Bring along the veteran and the new team members
Where did the funds come from
Global settings, good to know
Copy prior event or create a new one
Fresh event, ready to start
Event website

Transcript

1. Congratulations
   New or Returning Chairs
   & Teams
   

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2. Can we meet
   or exceed the prior
   year’s income?
   

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3. Might feel like you are in a maze
   You may be thinking:
   ● What are the auction and event first steps (and
   beyond)
   ● Technology transition, how to make this
   smooth
   ● Shift Auctria to new team and users + learn
   how to use the features
   Yes, it’s ok to ask for help!
   

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4. You got this!
   Meet or exceed fundraising
   goals, building on yesterday
   to grow for tomorrow.
   

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5. When taking over auction teams grow but build your own
   Don’t be worried if you lose half the
   volunteers, stats show that’s about
   what happens in many organizations
   ● Team members may stay after the chair
   changeover, that’s ok.
   ● Team members may leave with the chair
   change over, that’s ok too
   ● Build up from the previous foundation
   ● Build out as well with new ideas
   According to a study by
   VolunteerMatch, about 51%
   of volunteers stay with a
   particular organization for
   one year or longer.
   In the same study,
   volunteers who participate in
   fundraising activities tend to
   have a higher retention rate
   than those who work in
   administrative roles or on
   short-term projects.
   

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6. Gather Listen, Learn & Plan Transition
   

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7. Gather as much prior info as possible
   List of questions to ask prior team:
   ● Reports
   ● Correspondences
   ● Contacts
   ● Application access & passwords
   ● Communication & social media channel responsibilities
   Understand the financials (where is the money coming from?)
   Gather
   

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8. Listen, Read & Make Your Own Plan
   Ask questions if you don’t know why
   ● Bylaws
   ● Timeframes
   ● What worked well. why?
   ● What did not work well, why?
   Gather, Listen, Learn & Plan
   

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9. Event Transition
   Assets & account information
   ● Identify and gain access & passwords
   for all apps
   ● Logos for organization
   ● Logos for the event
   ● Graphics
   ● Graphic platform (Canva?)
   ● Marketing messaging
   ● Any analytics
   Gather, Listen, Learn & Plan, Transition
   

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10. Auctria transition, 5 vital areas of focus
    Bring along the veteran and the new team members
    ● Where did the funds come from
    ● Global settings, good to know
    ● Copy prior event or create a new one
    ● Fresh event, ready to start
    ● Event website
    You need ADMIN User Permission
    

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11. Where did the funds
    come from?
    

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12. Dashboard & Viewing All Events
    

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13. Looking back to look forward : Menu items to
    locate
    ● Donors are held at the
    Organization level
    ● Items, tickets, for-sale, raffle,
    consignment
    ● Reports → by Event and All
    Events
    

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14. Review Reports
    

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15. Global Settings
    

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16. Global settings
    ● Organization and Users
    ● Banking - Treasurer
    ● Credit card connection and settings
    ● Texting Profile (number moved to
    each event)
    ● Donors are at the Organizational level
    in Auctria
    

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17. Create New
    Or Copy a Prior Auction
    

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18. Add New Or Copy
    

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19. Copy the prior event if there is a lot of overlap
    ● Do so now or later
    ● Copy auction if you have modified from
    the defaults for bidder registrations,
    system communication
    ● Bidder registration settings
    ● Review Communications- system emails
    ● Website
    

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20. Event Website
    

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21. Choose a new theme or copy a prior website
    

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22. Deeper Dive | auctria.com/webinars
    

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23. 🔥 Hot Tip - Resources
    

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24. 🔥 Hot Tip - Tiles are Clickable
    

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25. 🎁77 items
    👯 141 bidders
    20/21
    💵 $9,096
    (COVID)
    2021 - Laurie 2022 - Laurie 2023 -Colleen
    🎁115 items
    👯 164 bidders
    21/22
    💵 $21,637
    🎁122 items
    👯 213 bidders
    22/23
    💵 $25,516
    Spanish River High School Growth
    🦈Partners $24K
    18/19
    $16K
    19/20
    $7K
    

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26. Congratulations to the Auction4Sharks team
    

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27. Take the field with the new auction team
    

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28. It takes one full cycle of
    event fundraising to have a
    complete picture,
    don’t get intimidated.
    Get motivated!
    

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29. Auctria Updates
    ● Raffles
    ● Sponsorships
    ● Apple Pay | Google Pay
    ● Admin app as a terminal
    ● New templates
    ● Nicknames
    ● System emails (cc info)
    ● Extended support hours
    ● Assist 20, Assist 45
    

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30. Let Us Set Up the Event
    

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31. Diamond
    Plan
    +
    Emerald
    Plan
    +
    

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32. Launch is per event
    

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34. Stay in Touch
    with Auctria
    @auctria
    Email: hello@auctria.com
    FB Group: Auction Team Talk
    www.auctria.com + Launch
    

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35. What others
    are saying
    Easy to use.
    Surprisingly
    affordable.
    Attractive,
    simple to use
    for the bidders.
    Michael
    Custom custom custom, no
    other auction software I have
    used has allowed for the level of
    customization as this one. Fits a
    variety of clients.
    Barry
    We like Auctria and have been using it
    for our auctions twice a year for almost
    8 years.
    Auctria is very user friendly and
    intuitive. I love the ability to host a silent
    online auction with online bidding. Or
    the option to have the silent auction
    bidding done via text messaging.
    Sara
    

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