Detailed Project Overview
Add’s To Clark’s Portfolio
Requester: Rebecca Richman
Department: Major and Planned Gifts
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
- New peeps for Clark.
Clark's new donors.
Influences & Dependencies
No Information Provided
Measurement Goals, Metrics
New peeps for Clark.
Outcomes Report Unpon Project Completion
No files were uploaded
Resources Budget, Hours, Influences & Dependencies, Required Assets
1 Team Hours
Has This Deliverable Been Created Before? No
Team Roles & Contact
- Project Manager Leslie Parker
Schedule Milestone Details
Detailed schedule information is not included.