ORGANISATION - CRM Organisation Appointment SOP's (SOP.CRM.2.0)

New Organisation

New Organisation engaged by NIAA

Use ABN to ensure it is not duplicated

Department of Social Services ABN 36342015855

CRM.2.1

Assign Organisation LEAD

NIAA staff member responsible

for Organisation

Highest Operational NIAA 

Staff involved with Org

Kimberley Land Council =

Kimberley Regional Mgr

CRM.2.2

Assign Primary Contact

Organisation’s main Operational contact for NIAA

Operational contact. NOT political (CEO not Chair)

CEO or Organisation (Director or Chair if no CEO)

CRM.2.3

Assign CDP Organisation Primary Contact

Organisation’s main CDP Operational contact for NIAA

Org Primary Contact different to Org add     Communication Protocol for Org Contact & use CDP

CDP Coordinator is used and Org CEO is added using Communication Protocol

CRM.2.4

Add Parent/Child Organisations

Support organisation structure

Ensure a duplicate Org is not created 

NSW Gov (parent), NSW Dept of Health (Child)

CRM.2.5

Add Organisation Type

Type of Organisation does not match ABR 

Private (not listed), Public (listed), Government, Non-Government (NGO)

Sole trader = Private (not listed), Rio-Tinto = Listed, DSS = Government, Save the Children = NGO.

CRM.2.6

Add Organisation Involvement

What level the Org is involved nationally

Highest level of Org impact 

Community Org=Local, KLCl=Regional DSS=National 

CRM.2.7

Add Industry Sectors

What sector(s) Org involved.

Align to NIAA Sector Strategies

KLC=Land

CRM.2.8

Add Organisation Biography

Minister Visit Organisation Biography required

Use approved information E.g. Org Official website

www.djarindjin.org.au

CRM.2.9

Add Organisation Location

Physical Location of Organisation

Longitude and Latitude (enables mapping) of each

-35.34347, 149.08586 

CRM.2.10

Add Organisation Connection

Organisation linked to other records; Grant activity/Contact

Other records impacted by Organisation 

Engagement, Grant Activity, Opportunity or Contact

CRM.2.11

Add Organisation Sensitivities

Sensitive details of Organisation exists

Detail not all NIAA staff need to see

Organisation closed due to community issue 

CRM.2.13

Add Organisation Action Item

Action related to Organisation NIAA staff interacting need to be aware of

Check Actin Items before engaging with Org

Performance Report not completed

CRM.2.14

Add Organisation Communication Protocol

Specific message on for NIAA staff prior to any engagement 

An issue or way of engaging required 

Compliance concerns, only NIAA CEO contact Org

CRM.2.15

Add Organisation Chart

Structure of Org can be visualised with existing Contacts

Create an Org Chart of Org 

CEO, Directors and Operational staff (Djarindjin)

CRM.2.16

Add Organisation TAG

To group Organisation records, TAGs can be used based on theme

Check existing TAGS or use 4DIGIT code 

SCSO for indexation mail out 

CRM.2.17

Add Interaction to Timeline

Track Email, Appointment, Phone Call, Task to Organisation

Organisation = “Bucket” interactions are “Balls”

Appointment added to DSS Organisation

CRM.2.18

Managing Duplicate Organisations

Organisation has two records, where Org crate without an ABN

DO NOT ACTION refer to CRM Team Level 3

Grant Info can be corrupted if actioned incorrectly 

CRM.2.19

Deactivate Organisation

Organisation ceases to operate 

DO NOT ACTION refer to CRM Team Level 3

Grant Info can be corrupted if actioned incorrectly 

CRM.2.20

Organisation Doc Prod (PDF)

Summarise the Organisation in a PDF for availability offline

Minister visit Organisation can be printed for pack

Djarindjin – For Minister Opening Airport

CRM.2.21

CDP Organisation

Organisations that deliver CDP Grants, CDP approach tasks precedence 

CDP Lead is applied over Org Lead

KRCI may no other functions, CDP role is priority

CRM.2.22