7 Step Assessment

Does the client have enough prospects?

Are they in a well-organized database?

Is there any information that needs to be appended?

Has the client qualified the prospects for interest?

Has the client qualified the prospects for capacity?

Has the client projected amounts (giving and raising)?

Does the client have strong materials?

Does the client have clear portfolios?

Are the portfolios right-sized (less than 150 for a full-time employee)?

Does the organization have a clear thesis?

Does the client have a clear head story?

Does the client have a clear heart story?

Does the client story have built-in viability?

Does the client have a process for when/how many times to follow up with a donor (before a promise)?

Does the client have a process for when/how many times to follow up with a donor (after a promise)?

Are thank you notes being sent within 48 hours?

Are thank you notes legally acceptable?

Are thank you calls going to portfolio members?

Are good stories being told about the organization’s use of funds?

Are there at least six good metrics backing up the stories?

Are these stories told at a regular cadence?

Are donors easily identified in the database when they have the potential to give more?

Is there a program in place to lift annual → mid-level → major → principal gifts?