Whether you are a Fitbit activity tracker or managing an annual fundraising campaign it seems we all focus on our activity status updates.
I’ve trained waitresses, restaurant owners, marketing and fundraising staff, and even public speakers. After training others for more than 30 years I know for a fact that a status update truly does help keep people on track and achieving or exceeding their goals.
A Fundraising Success Matrix (download it here) is a tool I created to use when working for an extended time with a team that wants to increase their individual donor fundraising. This simple, powerful tool assists in managing the many details of making a number of changes quickly.
Conversations and updates on the topics listed on this worksheet keep actions visible for up to 20 key areas of focus.
Want to download the Fundraising Success Matrix? Just click it above!
The matrix often looks slightly different from organization to organization depending on their maturity, staffing and time commitment. The format for tracking can be a Word doc, Excel, Trello (a free online project management tool) or simply a white board.
Key outcomes when using the matrix are:
1. Provides a built-in agenda for check-in meetings;
2. Helps the team remember what they promised;
3. Keeps the team focused on their goal and the steps to reaching it;
4. And always, always ensures the team members agree to the “by when” for their next action.
Go ahead and download the worksheet or create your own. My recommendation though: don’t spend too much time ON creating or updating the matrix.
Spend your time on the tasks that update the status on the matrix. That’s when you’ll see results.
This is a really valuable document. Thank you for sharing it!
Hey, Thanks, Lynnaire! I’m delighted you are a blog post reader and found this doc helpful. It’s one of my favorites. Good luck with reaching your goals this year.
~ Lori