Donor Engagement and Follow-up Tracking Project Template

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Enhance your non-profit's donor management with this comprehensive template designed to track and improve donor engagements and follow-ups. This project ensures you stay connected with your donors, identify key opportunities for engagement, and consistently improve your strategies based on detailed analysis.

By following this step-by-step guide, you can maintain and strengthen relationships with your donors, leading to increased retention and attraction of new supporters.

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Donor Engagement and Follow-up Tracking Project for Priority Matrix

Donor Engagement and Follow-up Tracking Project in Priority Matrix

Track and enhance donor engagements and follow-ups to maintain strong relationships in your non-profit organization.

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Proposed Tasks

Urgent & Important

  • Set up a donor database due in 1 week
    ☐ Research best database platforms ☐ Decide on the most suitable platform ☐ Set up the database
  • Import existing donor data due in 2 weeks
    ☐ Collect all existing donor data ☐ Import data into new database
  • Implement the engagement plan due in 5 weeks
    ☐ Execute the engagement plan ☐ Track engagement results
  • Implement the follow-up schedule due in 6 weeks
    ☐ Execute the follow-up schedule ☐ Track follow-up results
  • Improve engagement plan due in 9 weeks
    ☐ Implement improvements to engagement plan ☐ Track changes in results
  • Improve follow-up plan due in 10 weeks
    ☐ Implement improvements to follow-up plan ☐ Track changes in results
  • Update donor database due in 11 weeks
    ☐ Update donor data based on engagement and follow-up results
  • Implement next round of engagements due in 14 weeks
    ☐ Execute next round of engagements ☐ Track results
  • Implement next round of follow-ups due in 15 weeks
    ☐ Execute next round of follow-ups ☐ Track results
  • Update donor database with new data due in 18 weeks
    ☐ Update donor data with new engagement and follow-up data

Important but not Urgent

  • Create a donor engagement plan due in 3 weeks
    ☐ Identify key engagement opportunities ☐ Develop a schedule for engagement
  • Create a follow-up schedule due in 4 weeks
    ☐ Identify key follow-up opportunities ☐ Develop a follow-up schedule
  • Analyze engagement results due in 7 weeks
    ☐ Analyze engagement data ☐ Identify areas for improvement
  • Analyze follow-up results due in 8 weeks
    ☐ Analyze follow-up data ☐ Identify areas for improvement
  • Plan for next round of engagements due in 12 weeks
    ☐ Plan next round of donor engagements based on updated data
  • Plan for next round of follow-ups due in 13 weeks
    ☐ Plan next round of donor follow-ups based on updated data
  • Analyze results of next round of engagements due in 16 weeks
    ☐ Analyze data from next round of engagements ☐ Identify areas for improvement
  • Analyze results of next round of follow-ups due in 17 weeks
    ☐ Analyze data from next round of follow-ups ☐ Identify areas for improvement

Urgent but not Important

  • Prepare report on engagement and follow-up results due in 19 weeks
    ☐ Prepare comprehensive report on engagement and follow-up results
  • Present report to team due in 20 weeks
    ☐ Present report to team and discuss next steps