Maintain the overarching objectives put in place such as an ongoing evaluation of what is working, what needs to be enhanced, and what is new considering the current stage of the project (case, construction timeline, silent phase, current donors, donor engagement approaches, project adjustments, etc.) and what is the best path forward.
Ask yourselves these questions to support your progress:
- Are we prioritizing personal engagement approaches or sending generic material?
- How is my mood? Am I in a clear-headed, focused, and ambitious state? Or am I worried, anxious, fearful, unsure? Get your mind right, every time.
- Am I batching my work and time-blocking to ensure resources (time and team) are dedicated to the successful close of this campaign? Or am I just being reactive to emails and news that flies around my inbox and office?
- Are we ensuring pledge fulfillment?
- Are we offering impact/progress reports or stewardship of the gifts?
- Do we thank our donors throughout the year?
- Can our donors tell other potential donors what the campaign is for and why they gave? If not, what might they need to do so?
- Are we inviting new board members and campaign volunteers to give and help identify new prospective donors?
- Are we supplying all key advocates (partners, donors, board members) resources to share on social media as good news to keep American Prairie in the limelight? (American Prairie, not the Campaign!)
- Is now a good time to do a series of site visits or tours?
- Could a recorded interview testimonial with a staff member, beneficiary, donor, or advocate be helpful as a part of the communication plans?
Ask yourselves these questions to analyze current prospects to understand and reconfirm:
- Are we cultivating our prospective donors?
- Do they have insight into the capital campaign, project, and vision?
- Is there someone who can act as a “third-party endorsement” of our work to buoy our messages to key prospective donors?
- ‘How can volunteer leadership support our work?
- When was the last time we met with our top prospects?
- What were the next steps? Were those completed? When? By whom? Was there additional follow up as a result?
- Did the prospect recommend the next time to meet? Was there a milestone the prospect said the campaign would need to achieve before the next meeting? (Milestones could include total raised, building/construction decisions, etc.)
- Are we aware of any other reasons we should not meet with the prospect? (These reasons may include known and communicated financial or personal hardship, major business events, etc.)
- Do we have a sense of what we can ask for? Being aspirational, yet grounded?
- Who has been asked to make a gift to the campaign? What amount was requested and what was received?
- Who are the remaining prospects in your donor pool?
- What are the affinity and capacity of current prospects? (This includes reviewing reports on all current and new prospective donors.)
- Are the target request amounts appropriate?
- Have those values been added to the appropriate tracking system and available for projections?
- How can we expand the list of remaining prospective donors?
- Who are the new prospective donors identified in Who Knows Whom Network Mapping and or events, and how do we elevate them to campaign donors?
- What is our sequence of engagement with all the prospective donors?
- What corporate vendors have benefited from our professional partnerships that might be interested in sponsoring our campaign? How might we create a compelling corporate offering?