Donor Email Management Project Template

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Streamline your donor communication process by converting donor emails into actionable tasks. This template helps non-profits ensure no communication is overlooked by turning emails into tasks, allowing for timely and efficient follow-up.

With tasks like setting up an email tracking system, creating a task conversion process, and training your team, this template provides a comprehensive approach to maintaining strong relationships with your donors.

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Donor Email Management Project for Priority Matrix

Donor Email Management Project in Priority Matrix

Convert donor emails into tasks to ensure timely and efficient communication.

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Proposed Tasks

Immediate Attention Required

  • Maintain donor communication - ongoing
    ☐ Respond to donor emails ☐ Document all communication
  • Set up email tracking system - due in 3 days
    ☐ Research email tracking systems ☐ Choose a system ☐ Set up the system
  • Create task conversion process - due in 1 week
    ☐ Identify types of tasks ☐ Create task templates ☐ Test task conversion process

High Importance, Longer Deadline

  • Train team on new process - due in 2 weeks
    ☐ Prepare training materials ☐ Conduct training sessions ☐ Collect feedback and make adjustments
  • Quarterly review of email tracking system - due in 3 months
    ☐ Conduct a review of the system ☐ Make adjustments as needed
  • Annual report on task completion - due in 1 year
    ☐ Prepare annual report ☐ Share report with team

Low Importance, Quick Completion

  • Monitor email tracking system - due in 3 weeks
    ☐ Check system daily for new emails ☐ Ensure system is working correctly

Low Importance, Longer Deadline

  • Convert emails into tasks - ongoing
    ☐ Check emails for task conversion ☐ Convert emails into tasks
  • Monthly report on task completion - ongoing
    ☐ Prepare monthly report ☐ Share report with team
  • Weekly review of tasks - ongoing
    ☐ Review all tasks weekly ☐ Adjust priorities as needed