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Plan Steps

Javi Mares
$organization

Hi all, 

I am trying to re-assess if a change to our Plan Steps may prove more effective and help our metrics be more useful as well. I am wondering if anyone feels comfortable sharing what they've done at their institution for Step Types on Plans and how it informs your reports and best practices. Thanks in advance, Javi.

Parents
  • $organization

    Hi Javi! So we use these steps types at the moment and what they mean:

    • Application - an application will be/was submitted in pursuit of this gift*
    • Contact - quick contact will be/was made with this constituent either via phone, email, letter, or in person 
    • Final Report - a final report will be/was submitted for this gift*
    • Follow-Up - an action will be/was taken in relation to a previous step
    • Interim Report - an interim report will be/was submitted for this gift*
    • LOI - a letter of intent will be/was submitted in pursuit of this gift*
    • Meeting - someone will have/had a meeting with this constituent (pre-planned and longer than a brief conversation)
    • Proposal - a proposal will be/was submitted in pursuit of this gift*
    • Research - research will be/was done on this constituent
    • Seatback Note - a note will be/was left on the constituent’s seat when they came to see a show
    • Solicitation - an ask for a gift will be/was made

    *denotes step type that will only be applicable to institutional giving

    I added the Seatback Note type recently as a way of filtering them out for weekly reports (to better keep on top of them). I've considered adding one specifically for Invitations (right now I just use the Contact step type and include "Invitation" in the description). Not sure if this is what you were looking for or if you have any other questions, but happy to help!

Reply
  • $organization

    Hi Javi! So we use these steps types at the moment and what they mean:

    • Application - an application will be/was submitted in pursuit of this gift*
    • Contact - quick contact will be/was made with this constituent either via phone, email, letter, or in person 
    • Final Report - a final report will be/was submitted for this gift*
    • Follow-Up - an action will be/was taken in relation to a previous step
    • Interim Report - an interim report will be/was submitted for this gift*
    • LOI - a letter of intent will be/was submitted in pursuit of this gift*
    • Meeting - someone will have/had a meeting with this constituent (pre-planned and longer than a brief conversation)
    • Proposal - a proposal will be/was submitted in pursuit of this gift*
    • Research - research will be/was done on this constituent
    • Seatback Note - a note will be/was left on the constituent’s seat when they came to see a show
    • Solicitation - an ask for a gift will be/was made

    *denotes step type that will only be applicable to institutional giving

    I added the Seatback Note type recently as a way of filtering them out for weekly reports (to better keep on top of them). I've considered adding one specifically for Invitations (right now I just use the Contact step type and include "Invitation" in the description). Not sure if this is what you were looking for or if you have any other questions, but happy to help!

Children