So, what am I really talking about? Here’s what I mean. (See image)
You get the idea. Then, after the December column, I want to see the revenue goal cash-flowed to the month so it sums up to a monthly revenue goal. This then flows into a monthly move management and revenue report.
Now, with all good strategic plans, we know that over the course of the year they change. That’s okay. Having a plan keeps you focused. It doesn’t mean you can’t deviate from the plan. You can, but that will be communicated to the team and adjusted for.
- Companies:
- Blackbaud
- Wealth Engine
Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.
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