Building off our prior two editions we were ready. It was time to launch and get moving. We ran team check-ins to look at progress and I offered additional opportunities to support with 1:1 sessions. We would have liked to run bi-weekly check-ins, but in reality we could only fit in monthly team check-ins. Which we were okay with as the CDO has her check-ins with the fundraisers on strategy and I did 1:1s to help with tracking activity in the database. You see, I was invested. I wanted them to hit the 100% goal and it’s not always intuitive to a fundraiser to make sure to mark all the details on the action to ensure it’s pulling in as completed on the report. Let’s dive in.

Building off our prior edition, we are going to walk through how we cleansed portfolios and filled gaps in portfolios to lock and load them. We held three 1.5-hour sessions over a 4-week period. The objective of the first prospect review session was to go through all the existing prospects and portfolios and ask the questions: Are these viable prospects that you currently carry? So viable that you will be able to have a meaningful interaction with them in the next 90 days? Let’s dive in on the details.

The CDO came to me and said the board and her created a Fast Start initiative and we need reports to hold the team accountable and show progress. I thought this was really cool and immediately my brain went into action mode – how can I set up the tracking and reporting for her to be able to report out, but also how can I support the fundraisers to hit 100% of the goal? Let’s dive in.