The main goal for the project is to research and evaluate various systems to help innovate Planetera's operations and service delivery with increased efficiency and effectiveness. These systems will range from Donor CRMs to improve tools for donor communications and retention; Mobile Timesheet/ Time Management Apps to increase the ability to track and categorize team time on different initiatives; Membership and Community Platforms to explore alternative platforms to deliver a training hub and online community of training members; Exploring how and where AI tools may improve effiency and service delivery in Planeterra's work.

By the end of the project, students should complete the following list of activities:

• Develop an organizational analysis of Planeterra to create a needs and wants features and functionalities list for each platform.
• Researching and documenting the features and capabilities of Donor CRMs, Mobile Timesheet/ Time Management Apps, Membership and Community Platforms, and Possible AI Tools.
• Evaluation and documentation of how each system meets the identified needs of Planeterra Foundation.

Final deliverables:

- A comprehensive report detailing the research, wishlist of features, and evaluation of each system.

- Presentation of findings and recommendations to the stakeholders at Planeterra Foundation.

How will you support learners in completing the project?

Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:

• Our training objectives, templates, and implementations
• Input on choices, problems or anything else the students might encounter.