After you research prospective donors, it’s time to cultivate and guide them towards their first donation. To stay organized, use moves management.
Moves management is a cultivation plan for prospective major donors. The plan includes scheduled tasks for handwritten notes, site visits, phone calls, and other touchpoints so you keep prospects engaged. Moves management helps you stay organized, manage multiple prospects, and track progress towards your solicitation goals.
This article helps you build and follow your moves management plan.
Before You Begin
Before you can follow the steps in this article, you must identify and research prospective major donors. Read Research Your Prospects.
Build Your Plan
Create a “Prospects Without Moves Management Tasks” Report
Create a report for each relationship manager that shows which prospects don’t have moves management tasks. Relationship managers will use this report to make sure each prospect in their portfolio goes through the moves management workflow.
To create a “prospects without moves management tasks” report:
Copy an Individual Research Portfolio report that you created for a specific relationship manager.
Open the copied report.
In the Exclude section, click And.
Include the Has Tasks filter.
Click Tasks and select Specific Tasks.
In the task filter, include the Status filter and select Active.
Click OK.
In the task filter, in the Exclude section, click Add Filter.
Add the Subject filter and enter MM.
Click OK.
Click Details.
In the Description text box, enter the moves management tasks you’ll assign based on this report. For example, enter a list of tasks, or add a link to a file that contains your task list.
Schedule this report to run monthly.
Repeat these steps to create this report for each relationship manager.
Decide Which Touchpoints to Include in Your Moves Management Plan
Touchpoints are planned outreach communications such as emails, letters, phone calls, and more.
Decide:
Which touchpoints to include in your plan. In Bloomerang CRM, you’ll create a task for each touchpoint, which you can assign to relationship managers in bulk.
When to complete touchpoints. In each task, you can select a due date.
For example, you might decide to include these touchpoints:
Touchpoint (task) | Due | Channel | Note |
Handwritten note | 2 weeks from today | MM | |
Site invitation | 6 weeks from today | MM | |
Phone call | 8 weeks from today | Phone | MM |
Create an “Prospects With Assigned Moves Management Tasks” Report
Next, create a report for each relationship manager that shows their assigned moves management tasks. Schedule this report to arrive weekly.
To create a moves management task report:
Include the Relationship Manager filter and then select a relationship manager.
In the Include section, click And and add the Has Tasks filter.
Click Tasks and select Specific Tasks.
In the Task Filters section, include the Status filter and select Active.
Click OK.
In the Task Filters section, in the Include section, click And.
Add the Subject filter and enter MM.
Click OK.
Click OK again.
Click Add Column.
Add these columns:
Current Stage
Target Ask Date
Target Ask Amount
Has Tasks > Specific Tasks > Is Overdue (group by this column). This column appears in your report as Number of Tasks.
Click Save And.
Select Schedule Report.
From the Frequency list, select Weekly, the day of the week, and the time.
Click Recipients and select one or more names.
Enter the Subject, such as “Prospects with Assigned Moves Management Tasks.”
Click Save and Schedule.
Repeat these steps for each relationship manager.
Next Steps
Your moves management workflow is now set up. Next, start following that workflow to systematically cultivate prospective donors. For instructions, read Follow Your Moves Management Plan to Cultivate Prospects.