Plans Field Examples

I'm interested in what other orgs are using for the all the custom fields in Plans, perhaps what has worked and what you have changed since implementation. This is what I have 'planned' for Plans so far.

Plan Types:
AF Individual Low
AF Individual High $5K+
Corporate Sponsor
Corporate Donor
Endowment
Planned Giving
Foundations
Grants
Board of Directors
Governing Members
Gala

Plan Status:
Identify
Research
Cultivate
Ask
Follow Up
On Hold
Completed: Declined
Completed: Success
Acknowledgement
Stewardship

Plan Source(I need ideas for this one)

Plan Priorities:
High
Medium
Low 

Step Types:
Research
Call
Email
Mail
Note
Meeting
Lunch
Dinner
Submit Proposal
Submit Report
Letter of Inquiry
Press Release
Fulfill Benefits
Thank You Gift

Worker Role:
Research
Cultivation
Solicitor

  • I've used more granular declines that identified how hard the decline was.   Whatever works for you, but something like, Never ever, Next year, Ask again same FY.   It's varied between orgs and over the years, but in any case, the added granularity helped with second asks and desperation.