Would anyone be willing to share their processes or agendas they use for Plans Meetings with their teams? How often do you discuss as a team? What do you discuss? What do you have in place that feeds your pipeline? How are you recirculating prospects or lapsed donors?
I don't know how much of what I have in stone would be helpful (we're going through a CEO transition so a lot of what I had been doing will likely change), but happy to chat and share what's seemed to work for me this last year! Feel free to DM or email me if that's easier. :)