by Guest Contributor | Oct 14, 2024 | Caseloads, Energize, motivation, Performance Evaluation, Strategy | Caseloads, Coaching, Evaluation, Major Gift Officers, Motivation, Performance, Planning, Strategy
I recently renovated my home office. What a project. Just getting ready took a full week. I moved everything out and committed to purging and not bringing anything back in that I didn’t use or love. Sort of a Konmari approach. It was a journey back over my 11 years...
by Jeff Schreifels | Feb 7, 2024 | Management, managers, Metrics, Non-Profit Leadership, Performance Evaluation, Performance Measurement | Leadership, Management, Metrics
In a recent blog post, I wrote about the renewed interest non-profits had to revert to old, action-based metrics in times of financial uncertainty. It’s like watching a poorly scripted re-run where the characters never learn their lesson. And boy did this spur a...
by Jeff Schreifels | Jan 22, 2024 | Donor-Centered, Job Performance, Meaningful Connections, Metrics, Performance Evaluation | Data, Donor-Centered, Evaluation, Meaningful Connections, Metrics
Something that has been irritating me lately is that I’m hearing how non-profits, worried that 2023 was not as good financially, are going back to using old metrics to “manage” frontline fundraisers. It seems that we cannot learn from the past, so we have to continue...
by Richard Perry and Jeff Schreifels | May 24, 2021 | Job Performance, Performance Evaluation | Accountability, Major Gifts, Management
The Major Gift Officer (MGO) has qualified the donors and the caseload is set. Goals have been agreed on for each donor. The MGO has identified the passions, interests, and communication preferences of each qualified donor, and things are going well. Then the monthly...
by Richard Perry and Jeff Schreifels | Jan 2, 2019 | Evaluation, Measuring, Performance Evaluation, Performance Measurement, Rewarding Success | Accountability, Evaluation, Management, White Paper
We just finished 2018, and you’re keeping an eye on whether or not you and your staff have made their fundraising revenue goals. It can be a nail-biting time – or you can finally feel good that your plans have paid off. In either case, you’re going to be...