What We Will Learn
¾ What is Moves Management?
¾ How it can benefit you-The Big Picture
¾ Develop a Plan
¾ Identify the Actions and Details
¾ Identify Donors
¾ ‘Move’ the Donors Along
¾ Manage Contact Records
¾ Add Gifts/Pledges associated with Action Plan
¾ Measure the Campaign Results
¾ Moves Management Reports
What is Moves Management?
“Method by which you use a series of
steps to cultivate constituent
relationships and donations “
So, how does that impact you?
Components of Module
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Develop a plan
Identify Constituents
Execute Actions
Measure Success
The Big Picture
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Able to track effectiveness of campaign
efforts
Before you Start the Plan
Create Codes for:
¾ Activity Field
¾ Mailing Code Field
¾ Assigned To Field
¾ Go to Settings, Code Maintenance
Develop a Plan
¾ What financial goals are attainable?
¾ What actions will be effective?
¾ Who will do the actions?
Creating the Plan
Tasks, Moves Management
Optional Information
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Give Plan Name
Enter Dates of Plan
Setting Goals
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Pledge Goal is the Total of Pledges
Gift Goal is “regular” Gifts
NOTE: If you are unsure of the breakdown,
enter goal as either pledges or gifts
Creating Plan of Action
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Add an action for each type of activity
Identify Constituents
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Decide on which action to use
Think about who to solicit
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Setting Selection Filters
Selection Filters for Plan
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Select which records should be part of the action
Preview Selected Constituents
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Highlighted
entries have
already been
selected…they
will not get same
solicitation twice
Contact Details and the Action
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Adding additional
contact details are
optional
Creating the Action
will create contact
records for selected
records
Move the Donors Along
¾ Assigning Actions/Assigning Solicitors
¾ Setting Selection Filters
¾ Managing Contact Records
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Open Activity List Report
Closed Activity List Report
¾ Adding Gifts/Pledges associated
w/contact records
Assigning Actions as a Group
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Can be done when the action is created
Contact records will be created for all
selected records for a particular action
Assigning Actions Manually
Entry Screens, Lookup, Contacts Tab, Edit
¾
Enter Contact Details for the action for an
individual
Completed Actions
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Enter Completed Date
Save Entry
“Pop Up” for Next Step
Create New Action or
proceed without new action
Examples of Filters after 1st Action
Completed date (of initial mailing) is
06/01/2009 and board contact is not null
who have not responded with a major
campaign gift
¾ Completed date (of initial mailing) is
06/01/2009 and board contact is not null
who gave a major campaign gift less
than $50
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Managing Contacts-Open Activities
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Reports, Contact Manager
Open contact actions as they relate to moves plan
Managing Contacts-Closed Activities
Reports, Contact Manager
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All actions that have been completed as they relate
to moves management plan
Assigning a Gift or Pledge
Search Donor, Contacts Tab, Edit
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If a gift or pledge was made as a result of a moves
management action
Associate Gift/Pledge with Action
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Can apply to an existing gift or pledge
Assign to a new gift or pledge
Suggestion for removing from
future actions
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Use field to track interest or status
Set selection filter using status field to include or exclude
from future action plan
Measure Campaign Results
Reports, Financial, Moves Management Reports
¾ Campaign Analysis
Compare Campaigns
Reports, Financial, Moves Management Reports
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Campaign Comparison
Remember
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This is most useful for your major donors
Create plan of action, but flexible to allow
additions or omissions as you have need
Manage activity as a group or individually
Associate gifts/pledges with actions
Useful reports for monitoring actions
Useful reports for analysis of campaign
CONGRATULATIONS!!
…for completing the Moves
Management webinar.
Visit us at www.donorperfect.com
or www.softerware.com for a
complete schedule of other
webinars