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Use of priority in plan details

Montez Brown
$organization

I'm curious to see if anyone has any tips for best practices when using the "priority" drop-down in plans. Our team is working on weekly reporting using the Major Gifts portfolio in a way that ensures that no donors are overlooked and that everyone is receiving the correct amount of attention. 

If you are using priorities to track donors, what are your strategies for assigning low, medium, high, etc...? 

Thanks!

  • $organization

    Hi Montez,

    This was part of my presentation at TLCC2018 – Adv Analytics for Development (Reports). At Kansas City Ballet, we use a 0-8 point system made up of 2 scales to assign priorities. I will let you know that it took many discussions and time collaborating with the Development Team to get these priorities in place. My team has weekly donor/prospect meetings to discuss those at particular levels – discussing whether their priority rating should change as well as what contacts/meetings have been made with each person. It really helps identify a process. Maybe this or something like this will work for you?

    Our priorities drop down looks like this:

    0 - Access/Affinity

    1 - Access/Affinity

    2 - Access/Affinity, etc

    Scale Ratings:

    1. Access -  Point Scale Rating of MG Team estimation of Ability to Get to Prospect
      1. 0 - No known contacts or ways to connect with prospect except cold call.
      2. 1 - Person known to the organization has some access, albeit limited to the prospect.
      3. 2 – Volunteer Partner has good access to the prospect.
      4. 3 – Someone within the charity has good access to the prospect. 
      5. 4 – Anyone using the organizations name can get access to this person.  I.e. I would like to talk to you on behalf of the xyz charity.

     

    1. Affinity – Point Scale Rating of MG Team estimation of affinity
      1. 0 – No known examples of interest in or affinity to the charity.
      2. 1 – Expressions of interest through prospect profiling, media interviews, or expressions of interest to contact partner.
      3. 2 – Annual Fund donor with some consistency.
      4. 3 – Growing patron level support and either: some evidence of involvement with the charity, or comments to volunteer partners or press about the importance of charity in their life. 
      5. 4 – Strong history of major gift philanthropy, expressions of commitment to the charity.

    Thanks,

    Marie

     

    ---

    Marie F. Kocher | Development Operations & Data Specialist

    Kansas City Ballet | Todd Bolender Center for Dance & Creativity

    500 W. Pershing Road, Kansas City, MO 64108

    816.216.5582 (D) | 816.931.2232 x1382 (O) | 816.931.1172 (fax)

    www.kcballet.org

  • $organization in reply to Marie Kocher

    Thank you, Marie. This is very helpful! I was thinking that it might be time to expand those options a bit.