by Richard Perry and Jeff Schreifels | Apr 2, 2018 | Focus, Quarterly reports | Evaluation, Management, Planning
Whether you are in the first quarter of the new year, the third quarter of your fiscal year or somewhere in between, Richard and I believe it’s always good at the beginning of April to assess caseload performance against what you expected over the first three months...
by Richard Perry and Jeff Schreifels | Mar 16, 2018 | Focus | Evaluation, Management, Planning
Once every month, I look at all my activities for the last 30 days to see how they align to my longer-term objectives. So, for you as a MGO, one of your objectives might be to increase the number of meaningful connections you make with your caseload donors. When you...
by Richard Perry and Jeff Schreifels | Mar 2, 2018 | Caseloads, Focus | Asking, CEOs, Executive Directors, Management
Richard and I get to do a lot of great things in our work at Veritus, including speaking at conferences and holding live call-ins with folks who are taking one of our Major Gift Academy courses. The reason we love it so much is not because we get to pontificate about...
by Richard Perry and Jeff Schreifels | Nov 17, 2017 | execution, Focus, Strategic planning | Accountability, Planning, Structure
“Richard and Jeff, Richard and Jeff!” she kept repeating as she caught up to us, walking down the hallway at a recent conference. “I have to tell you two something. The ‘Veritus Way’ works! It really works. I just had to talk to you two and tell you in person. I can’t...
by Richard Perry and Jeff Schreifels | Nov 1, 2017 | Focus, MGO Basics | Discipline, Motivation, Planning
Why is it we keep looking for some new way to do something, when we know the exact steps it takes to get it done? All of us here at Veritus Group experience this dynamic on a daily basis. We tell MGOs and Development Directors to build relationships with CURRENT...