1、Lazy Genius Your Instance:How to Be a Genius About Things That Matter and Lazy About Things That DontAnnie LehwaldRockhurst UniversityAdvancementLazy Genius Your Slate InstanceANNIE LEHWALDDIRECTOR,ADVANCEMENT OPERATIONS&TECHNOLOGY2Rockhurst UniversityKANSAS CITY,MOThe Lazy GeniusKENDRA ADACHILazy G
2、enius PrinciplesDecide OnceStart SmallAsk the Magic QuestionLive in the SeasonBuild the Right RoutinesSet House RulesPut Everything in its PlaceLet People InBatch ItEssentializeGo in the Right OrderSchedule RestBe Kind to Yourself5Name What Matters“The Lazy Genius Way.”6Start SmallUse what Slate pro
3、vides.Use what Slate provides.QR codes and short URLs are already built in.7Start Small Form/Event Edit Form Embed Form QR Code8Start Small Edit Form Embed Form QR Code9Start Small Edit Form Embed Form QR Code10Let People InAdd context to your queries.Add context to your queries.Use the description
4、as a step-by-step training guide,complete with links to each step.11Let People In12Let People In13Be Kind to YourselfSet up your queries to work for Set up your queries to work for you.you.Use literals,translation codes,date formats and more to ensure your export is already set up for success.14Be K
5、ind to Yourself15Be Kind to Yourself16Be Kind to Yourself17Be Kind to Yourself18Be Kind to Yourself19Set House RulesMake configurable joins templates your expectation.Make configurable joins templates your expectation.Create master queries and add them to the Queries/Template folder.Name them intuit
6、ively!In each of those master queries,utilize the Query Library to set up filters and exports your users would typically need.20Set House Rules21Set House Rules22Set House Rules23Set House Rules24Set House RulesUtilize the Query Library.Utilize the Query Library.Utilize the Query Library to set up f