How do I edit an existing action plan?

As you progress through the donor cultivation process, you'll need to update your action plan to reflect new information and status changes. 

Step 1: Access the existing action plan 

Method 1: From the contact record 

1. Open the donor's contact record 

2. Locate the Moves Management action plan section 

3. Click "Edit" next to the plan you wish to update 

Method 2: From the Major Giving Portfolio 

1. Open the Major Giving Portfolio 

2. For contacts with upcoming follow-ups, find their card and click the action menu (three dots) 

3. Select "Edit action plan" 

Method 3: From the Action Plans tab 

1. Open the Major Giving Portfolio 

2. Click the "Action plans" tab at the top 

3. Find the plan and click the action menu next to the contact's name 

4. Select "Edit action plan" 

Step 2: Update the plan status 

1. In the Plan Details section, change the Status to reflect current progress 

1. Move from Identification through Qualification, Cultivation, Solicitation, etc. 

2. The Status Date will automatically update to today 

3. Note that each status has a fixed probability percentage used for forecasting 

Step 3: Update ask information 

1. After making your ask, update the Plan Ask section 

2. Enter the actual Ask Date 

3. Record the Result (Yes, No, Maybe, Later) 

4. Enter the Result Date 

5. Update the Committed Amount if different from your original ask 

Step 4: Add supporting information 

1. Schedule Follow-ups for next steps 

2. Add Contact History to document interactions 

3. Include Notes with important context or observations 

4. Attach Files for supporting documents or research 

Step 5: Save your changes 

1. Review all updated information 

2. Click "Save" to update the plan 

3. Your changes will be reflected in reports and the Major Giving Portfolio 

What else do you need help with? 

• Understanding Moves Management Action Plans 
• How do I add and track pledges in an action plan? 
• How do I copy an action plan?