Donor Communication Management Project Template

Donor Communication Management Project in Priority Matrix

Manage and track all donor communications to ensure no important emails or calls are missed.

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Proposed Tasks

Miscellaneous / Etc.

• Task 1 due in 1 day: Set Up Communication Tracking System
  ☐ Research and select a tracking system ☐ Implement the system ☐ Train staff on how to use the system
• Task 2 due in 1 week: Create Email-to-Task Conversion Process
  ☐ Identify important email communications ☐ Develop a process to convert these emails into tasks ☐ Train staff on the process
• Task 3 due in 2 weeks: Develop Donor Engagement Strategy
  ☐ Identify key donor engagement opportunities ☐ Create a plan to capitalize on these opportunities
• Task 4 due in 3 weeks: Implement Donor Engagement Strategy
  ☐ Implement the donor engagement plan ☐ Monitor and adjust the plan as necessary
• Task 5 due in 1 month: Create Communication Follow-up Process
  ☐ Develop a process for following up with all communications ☐ Train staff on the process
• Task 6 due in 5 weeks: Implement Communication Follow-up Process
  ☐ Implement the follow-up process ☐ Monitor and adjust the process as necessary
• Task 7 due in 6 weeks: Review and Adjust Tracking System
  ☐ Review the effectiveness of the tracking system ☐ Make necessary adjustments to the system
• Task 8 due in 7 weeks: Review and Adjust Email-to-Task Conversion Process
  ☐ Review the effectiveness of the email-to-task conversion process ☐ Make necessary adjustments to the process
• Task 9 due in 2 months: Review and Adjust Donor Engagement Strategy
  ☐ Review the effectiveness of the donor engagement strategy ☐ Make necessary adjustments to the strategy
• Task 10 due in 9 weeks: Review and Adjust Communication Follow-up Process
  ☐ Review the effectiveness of the communication follow-up process ☐ Make necessary adjustments to the process
• Task 11 due in 10 weeks: Conduct Staff Training Refresher
  ☐ Conduct a refresher training for staff on all processes
• Task 12 due in 11 weeks: Monitor and Adjust Processes
  ☐ Continue to monitor all processes and make necessary adjustments
• Task 14 due in 13 weeks: Conduct Staff Feedback Session
  ☐ Conduct a feedback session with staff to identify any issues or areas for improvement
• Task 13 due in 3 months: Prepare Report on Project Progress
  ☐ Prepare a report detailing the progress of the project
• Task 15 due in 14 weeks: Implement Feedback from Staff Session
  ☐ Implement any necessary changes based on feedback from the staff session
• Task 16 due in 15 weeks: Review and Adjust Project Plan
  ☐ Review the overall project plan and make any necessary adjustments
• Task 18 due in 17 weeks: Conduct Final Staff Training Session
  ☐ Conduct a final training session for staff to ensure all changes are understood and implemented
• Task 17 due in 4 months: Prepare Final Project Report
  ☐ Prepare a final report detailing the outcomes of the project
• Task 19 due in 18 weeks: Conduct Final Review of Project
  ☐ Conduct a final review of the project to identify any lessons learned and areas for future improvement
• Task 20 due in 5 months: Close Project
  ☐ Officially close the project and transition to normal operations