Donor Engagement and Follow-up Management Template

Donor Engagement and Follow-up Management in Priority Matrix

Track and manage donor engagements effectively to ensure timely follow-ups and build strong relationships.

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Proposed Tasks

High Impact, Quick Wins

• Create donor engagement database - due in 1 week
  Develop a comprehensive database to track all donor engagements and follow-ups.☐ Identify key data points☐ Design database structure☐ Implement database
• Create follow-up plan - due in 1 week
  Develop a plan for timely follow-ups with donors after engagement.☐ Determine follow-up timing☐ Create follow-up templates☐ Establish follow-up procedures
• Develop donor engagement strategy - due in 2 weeks
  Create a clear strategy for donor engagement, including communication channels, frequency, and content.☐ Define engagement goals☐ Outline engagement methods☐ Establish engagement schedule
• Staff training on donor engagement - due in 1 month
  Ensure all staff are trained on the importance of donor engagement and the specific strategies and procedures in place.☐ Develop training materials☐ Conduct training sessions☐ Provide ongoing support and resources
• Staff training on donor follow-ups - due in 1 month
  Ensure all staff are trained on the importance of timely follow-ups and the specific procedures in place.☐ Develop training materials☐ Conduct training sessions☐ Provide ongoing support and resources

High Impact, Long Term

• Donor relationship building - ongoing
  Focus on nurturing relationships with donors.☐ Personalize communications☐ Recognize donor contributions☐ Offer opportunities for deeper engagement
• Implement follow-up plan - due in 2 weeks
  Put the follow-up plan into action.☐ Train staff on procedures☐ Begin initial follow-ups☐ Monitor and adjust plan as needed
• Implement donor engagement strategy - due in 1 month
  Put the donor engagement strategy into action.☐ Train staff on strategy☐ Begin initial engagements☐ Monitor and adjust strategy as needed

Low Impact, Quick Wins

• Monitor donor engagement - ongoing
  Continuously monitor donor engagement to ensure strategy is effective.☐ Track engagement metrics☐ Analyze engagement data☐ Adjust strategy as needed
• Monitor donor follow-ups - ongoing
  Continuously monitor donor follow-ups to ensure plan is effective.☐ Track follow-up metrics☐ Analyze follow-up data☐ Adjust plan as needed