Donor Query Prioritization Template

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Ensure your charity maintains strong relationships with its donors by prioritizing and managing their queries effectively. This template guides you through setting up a tracking system, categorizing queries, and formulating responses based on urgency and importance.

By following this template, you can enhance donor satisfaction, leading to sustained or increased funding for your charity.

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Donor Query Prioritization for Priority Matrix

Donor Query Prioritization in Priority Matrix

Prioritize and manage donor queries to enhance satisfaction and maintain strong relationships.

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Proposed Tasks

Urgent and Important

  • Task 1: Set up a system for tracking donor queries
    ☐ Identify a suitable platform ☐ Set up the system ☐ Test the system
  • Task 2: Categorize existing donor queries
    ☐ Review all existing queries ☐ Categorize them based on urgency and importance
  • Task 3: Respond to urgent and important queries
    ☐ Identify the most urgent and important queries ☐ Formulate responses ☐ Send out responses
  • Task 8: Regularly update tracking system
    ☐ Input new queries into the system

Important, Not Urgent

  • Task 10: Create a donor query response template
    ☐ Identify common query themes ☐ Create a response template
  • Task 4: Schedule responses for important but not urgent queries
    ☐ Identify important but not urgent queries ☐ Schedule a time for response formulation
  • Task 7: Review system effectiveness
    ☐ Collect feedback from donors ☐ Make necessary adjustments
  • Task 9: Train team members on using the system
    ☐ Organize a training session ☐ Follow up on understanding and usage

Urgent, Not Important

  • Task 5: Delegate response for urgent but not important queries
    ☐ Identify urgent but not important queries ☐ Delegate to suitable team members

Neither Urgent Nor Important

  • Task 6: Schedule time to address queries that are neither urgent nor important
    ☐ Identify queries that are neither urgent nor important ☐ Schedule a time for response