Detailed Project Overview

Add’s To Clark’s Portfolio

#00270

Requester: Rebecca Richman

Department: Major and Planned Gifts

Requested: 07/19/17

Due: 07/27/17


About the Project

Additional donors for assignment to Clark (in advance of portfolio management in August). Update current team lead to previous team lead with end date -Exception for Rebecca as team lead: just delete her as team lead. -Exception for Jackie or AG staff as team lead: update to Team Member for future stewardship of CoD If donor is reassigned to MPG from AG, please do NOT change AG team lead on any proposals; change only the status on these proposals to Reassigned Add Clark as new team lead with start date If MG/OG Stage is Identification, please change to Qualification Add Temp Do Not Solicit code on Bio 1 tab to head of household AND spouse (if applicable) Please let prospect research know when adds are complete

Details Deliverables, Audiences, Messages, Past Edition

Deliverables

  • New peeps for Clark.

Audiences

Primary

Clark

Other


Messages

Primary

Clark's new donors.

Secondary


Influences & Dependencies

No Information Provided

Measurement Goals, Metrics

Goals

See above.


Metrics

New peeps for Clark.


Outcomes Report Unpon Project Completion

No files were uploaded

Resources Budget, Hours, Influences & Dependencies, Required Assets

Budget

$1

Hours

1 Team Hours


Required Assets

adds-to-Clark_july-2017.xlsx

Has This Deliverable Been Created Before? No

Team Roles & Contact

  • Project Manager Leslie Parker

Schedule Milestone Details

Detailed schedule information is not included.

Metrics