Creating a Moves Management action plan establishes a structured approach to cultivating major donors and tracking your progress towards fundraising goals.
Step 1: Access the contact record
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Find and open the contact record for your potential donor
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This can be done through search or from your Major Giving Portfolio prospect queue
Step 2: Create a new action plan
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Locate the "Moves Management Action Plans" section on the contact record
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Select "Add New Action Plan"
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A new form will open for entering your plan details
Step 3: Enter basic plan details
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The plan Start Date will default to today
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The Status will default to "Identification" (5% probability)
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Enter any Designation for the gift (fund or purpose)
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Select a Campaign if applicable
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Assign a Primary Solicitor (fundraiser responsible for this prospect)
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Add Secondary Solicitors if others will be involved
Step 4: Set up the plan ask
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Enter the Ask Amount (your target goal)
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Enter a Projected Amount (what you realistically expect)
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Set an Expected Ask Date for when you plan to make the request
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Leave the Result and Result Date blank until after the solicitation
Step 5: Add probability assessments
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Enter a value between 0-999 for Readiness (how prepared the donor is)
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Enter a value between 0-999 for Likelihood (chance of a positive response)
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Enter a value between 0-999 for Capacity (financial ability to make the gift)
Step 6: Save the plan
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Review all entered information
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Click "Save" to create the plan
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After saving, you'll be able to add follow-ups, contact history, notes, and attachments
What else do you need help with?
- Understanding Moves Management Action Plans
- How do I edit an existing action plan?
- How do I add and track pledges in an action plan?