Use of priority in plan details

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.

2. 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

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.

2. 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

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