Is your Fundraising On Track? Take Our Moves Management Quiz and Find Out!

A strong moves management approach streamlines and aligns development efforts, increasing work efficiencies, maximizing staff time and centralizing relationship building activity to elevate transformational impact over transactional giving. Take our free quiz today to find out the strength of your development team’s moves management program.

What is moves management? Do we need it?  

Moves management effectively focuses fundraising efforts on the planning, recording and reporting of significant moments in long-term donor relationship to deepen their engagement over time. It is a key element of a successful philanthropic strategy.  

Do you need it? Yes!  

Small and large development offices who deploy a structured approach to their donor cultivation, solicitation and stewardship are far more likely to build sustainable relationships, increase donor engagement and realize higher future gift amounts.  

In a thriving moves management program, development team members are supported by, and held accountable to, tracking tools that bring a sense of discipline to fundraising efforts.  

Each step in an established and adopted moves management program tracks progress toward creating increased donor engagement while providing evidence of short-term and long-term success.  

The infrastructure: 

• Creates aligned moves management stages (commonly referred to as identification, qualification, cultivation, solicitation and stewardship)
• Realigns portfolios per relationship manager
• Establishes consistent key performance indicators (KPI’s)
• Formalizes the pipeline and prospect strategy process
• Codifies the fundraising journey
• Encourages development teams to build engagement plans informed by their donor’s interest and involvement 

The outcomes of a strong moves management program are tremendous.  

Outcomes include: 

• Donors and prospects feel invited and informed
• Donors and prospects are engaged in important issues
• Donors and prospects are encouraged to move toward increased active participation and partnership with and through your organization’s mission
• Commitments and investments are deeper 
• Pipeline forecasting and annual budget projections are more accurate 

Great! Where do we start?  

Moves management is essentially a toolkit, a whole made up of many interlocking parts managed by humans who all have different approaches, styles and commitment to data integrity! This is where Alford Group’s Moves Management Program Quiz can help.  

This quiz offers a quick perception audit on a development team’s readiness  for building and maintaining a successful moves management program.  

Inspired by the McKinsey 7S Model, Alford Group organized the most critical components needed to successfully fundraise into seven core functional areas: Strategy, Structure, Systems, Story, Style, Staff and Skills. Working through each component, reflect honestly if the component is in place, identified as needed and in progress or simply not in place. 

After completing the worksheet, check out our Moves Management Program Quiz Guide for tips on where to start and focus your efforts as you seek to re-strengthen your team’s fundraising practices. 

Access the Moves Management Program Quiz & Guide