Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a lack of focus.

And we get it! Once you’ve learned a system and structure for effectively managing your caseload, the next step is to put it into practice, but that’s often easier said than done. Discipline and focus are muscles you must work regularly and practice frequently in order to stay on track with the various tasks that need to be accomplished as you build transformational relationships with your donors.

That’s why we wanted to share this easy to use, printable checklist you can follow for what to do when and how frequently to do it! Download the file here.

We hope this is a useful tool to help you keep your priority tasks top of mind each day.

Enjoy!

The Veritus Team