Take Non-Performing Donors Off Your Caseload
You cannot have some donors on your caseload delivering net revenue while others don’t.
You cannot have some donors on your caseload delivering net revenue while others don’t.
MGOs need to keep things simple and straightforward. Do NOT chase shiny new ways to do things. They will kill you and your program.
Qualifying donors takes time and hard work, but it’s worth it. When you’re talking to the right donors, it makes your job a lot easier.
At the 10,000-foot level, a caseload is made up of three groups of donors – what I would call the three economic elements of a caseload.
Management needs to, above all else, (a) settle what is being measured, (b) have the MGO’s agreement on it, and (c) be sure finance and others, anyone else who has a stake in the program, understand it and are aligned with it.